Realtech：（重建）欧洲；关键产业

1The rise of Europe2Entering the new industrial age3Where Europe stands4Unlocking European Industrial tech Page/ 3Europeʼs techecosystem isnow worthover $3.2trillion. Page/ 4More entrepreneurial talent thanever in Europe and Israel.Source:Dealroom.co & Accel Page/ 5Every year,about 3,500 newstartups receivetheir firstinvestmentfrom a VCin EMEA. Page/ 6Investorinterest inEurope hasgrown morethan 4x andhas stayedelevated evenduring 2023. Page/ 7Europeʼs shareof globalearly-stage VCis at a record22% in 2024.(<$40M rounds)Double the levelof 2011. 1The rise of Europe2Entering the new industrial age3Where Europe stands4Unlocking European Industrial tech Page/ 9Europe pre fundingcompanies15,000 VC-backed physical industry startups in Europe.Europe VC-backed companies± 430physicalstartupsraise their firstVC round each year6.7k+Startups($100K–15Mtotal funding)1.1k+Breakouts($15–100Mtotal funding)243Scaleups($100M+ totalfunding) Page/ 10Entire industries shifting online,to cloud, and to mobile.Big home market was hugeadvantage (Amazon, Facebook).In this second era, Europeanplayers could go up against UScounterpartsInternet eraSelling hardware andsoftware to largeenterprises and homesPC eraAI deeply embedded in physical worldincluding biotech, healthcare, defense,manufacturing, et ceteraNext 20 yearsEntering a new era in tech, more driven by Physical Tech.Source:Dealroom.co. Page/ 11Each wave of tech has driven more value creation than the last.Source:Dealroom.co.▊Nasdaq CompositeOf the worldʼs 20 mostvaluable companies, 17 ofthem are VC backed techcompanies. Page/ 12Enterprisefinance, marketing, legalconsulting, logistics, etc.32% of GDP = $33 trillionConsumer32% of GDP = $33 trillionSource:Dealroom.co analysis. GDP data by World Bank. GDP split between B2B and B2C is indicative based on Eurostat data.35% of the global economy is industrial; an output of $37 trillion(turnover >$80 trillion).Extractionmining $5T (4.5%)+ agri $4T (4%) =8.5% of GDPIndustrymanufacturing,construction, utilities27% of GDP = $28 trillion Page/ 13Why Industrial/Physical Tech matters ...Climatedriving thegreen transitionGeopoliticalensuringfreedom &sovereignty Skills gapaddressingworkforceshortages Scarcityoptimizing rawmaterial use Page/ 14Why it matters for Europe: a Critical JunctureOpportunitiesGreen TransitionEurope can lead insustainable manufacturingthrough green tech andrenewable energy.ReshoringRegionalizing supply chainscould boost resilience andlocal economies.Key ChallengesAutomotive IndustryDeclineEuropeʼs car industry, oncedominant, is being outpacedby Tesla and Chinese EVmakers, losing market share.Energy & MaterialDependencyHigh energy costs andreliance on imported fossilfuels & materials are strainingcompetitiveness.Labor ShortagesAn aging workforce and slowdigital adoption hinderinnovation.Regulatory PressureDigital regulationscomplicating operationsacross member states. Industry 4.0Automation anddigitalization offer a path toimproved efficiency andcompetitiveness.Diverse SectorsAerospace and machineryremain strong and ripe forinnovation. https://www.politico.eu/article/mario-draghi-report-says-eu-must-spend-twice-as-much-after-wwii/ “Today's challenges demand real, tangible solutions - physical tech atthe intersection of hardware and software. Robotics and automationwill reduce the strain on our society and fast-track sustainableprogress. Yes, regulations are slow, but in some cases, they are themost modern in the world. Just look at commercial droneapplications: flying over densely populated areas is allowed andproven.“There has never been a better time to build physical ventures. Europe, with itstop-tier talent, forward-thinking regulations, and strong industrial foundation, haseverything needed to lead this shift and create a competitive edge over the world.“Made in Europe” is exportable again - we simply need to execute!“Urban Ray is part of this movement, pushing logistics into a new dimension bymaking it airborne and automated, driving the future of urban transportation.” Page/ 17Cem UyanikCEO & Co-Founder atUrban Ray European Upstream Space startups 1The rise of Europe2Entering the new industrial age3Where Europe stands4Unlocking European Industrial tech Page/ 20EuropeanVC-backedindustrial techstartups havepassed $600Bin combinedvalue. Page/ 21VC funding inindustrial techin Europe isexpected to hit$19B this year. Page/ 22Energy is theleading sector -raised 41%of all industrialtech VCin Europe. Page/ 23In fact Energyis the mostfunded sectoroverall inEurope in 2024.This continues a trendfrom 2023 when Energywas the top fundedindustry in Europeevery quarter. Page/ 24Energy storage isthe most fundedphysical techsegment inEurope. Page/ 25Europe isperforming wellin the energystorage,industrialrobotics andcritical mineralssegments interms of VCfunding.However, it particularlytrails behind in Humanoidsand Autonomous mobility. European Industrial Robotics startups » Explore the landscape Page/ 27L