Market Study — Bain & Company - TMS Study — Bain & Company * In 1994 Ipsen commissioned Bain &...
Transcript of Market Study — Bain & Company - TMS Study — Bain & Company * In 1994 Ipsen commissioned Bain &...
Market Study — Bain & Company *
In 1994 Ipsen commissioned Bain & Company to perform a detailed market study ($0.5 million) for the Process Heating Industry
Results denoted that market would QuadrupleQuadruplefor the period 1996 to 2005 (10 years) due to very fast growth in the Automotive, Aerospace, Steel and Aluminum sectors
* Courtesy of M. Ciampini - CEO Ipsen34
• Automotive - General Motors Sourced 9% of Their Aluminum Wheels for the U.S. Market, From China in 2003. Hope to Source 40% by 2006.
• Aerospace - Lower Technology Castings for Jet Engines are Being Produced in China - you can Expect Higher Technology Parts to Follow.
China Rapidly Penetrating Other Metal Processing Industries Historically
Done in the United States - Examples:
35Credit: D. Graber, Huffy
China, at the Current Time, is not without its issues as a supply base
- current top five are:
• Raw Material Inflation (Steel, Resins, etc.)• Export Rebates Being Reduced• Infrastructure Lagging (Power Shortages, etc.)• Currency (Probably Undervalued)• Political Uncertainty
Credit: D. Graber, Huffy36
Annual GDP Growth in China
8.8%7.8%
7.1%8.0% 7.3% 8.0%
8.8% 8.5%
0%
1%
2%
3%
4%
5%
6%
7%
8%
9%
10%
1997 1998 1999 2000 2001 2002 2003 2004E
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Productivity
38Credit: Dan Twarog, NADCA
Crisis and Opportunity…. JI
R. W. Cahn, “Physical Metallurgy: Where is it Headed”, JOM V 55, No. 5, May 2003, pp 24-2539
OUTLINE___________________________________
• Materials the “Touchstone” of Civilizations• Historical Milestones - Agrarian; Industrial; WWI;
WWII; Cold War; post-Cold War• The Society of “Tomorrow” - Crisis and Opportunities• Materials and Societal Issues - Our Responsibilities
Housing/FoodTransportation/Environmental Packaging/RecyclingHealth
• A Materials Agenda for the Society of “Tomorrow”R&D OpportunitiesEducational Opportunities
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Housing:Materials & Construction
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Material and Design Innovations
Think Globally Act Locally …
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Smart Materials
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Opportunities for Innovative Materials& Construction Design …
Monolithic Dome 45
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Transportation… and oil dependency!
1973: US imported 30% of its oilToday: 60% comes from foreign sources
When we last paid attention to oil efficiency…
1977-1985: oil use fell 17% while GDP grew 27%oil imports fell 50%imports from the Persian Gulf fell 87%
Today… inefficient light trucks and cars consume 40% of our oil
Ultralight and ultrastrong materials for vehicles are the # 1 enabling technology
Toyota Prius is an excellent example
INNOVATIONS
Model U Ford hybrid-electric
2005 Escape SUV Hybrid
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Lightweight - Strong - Recyclable Materials
Baypreg ® Resin
MB A Class
48Courtesy: Bayer Polymers
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Courtesy IOM3
Foresight Studies
Energy Sources
“A Great Wall of Waste”
Courtesy: China’s Environment
The EconomistAugust 21, 2004
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Growth, Industrialization …. And the Bad News!
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Burning of Fossil Fuels … Air Pollution
Boston, MAOmsk, Russia
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Toyota HeadquartersTorrance CA
60% more energy Efficient Than CA’s tough statutes Require.
Solar Panel Technology
GENZYME HEADQUARTERSCAMBRIDGE, MA
RECYCLING/PACKAGING
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MUNICIPAL SOLID WASTE - USA
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56Source: Handbook of Solid Waste Management
57Source: JOM August 2004
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Courtesy IOM3
Foresight Studies
Courtesy IOM 3 - Foresight Studies 59
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Courtesy IOM3
Foresight Studies
OUTLINE___________________________________
• Materials the “Touchstone” of Civilization• Historical Milestones - Agrarian; Industrial; WWI;
WWII; Cold War; post-Cold War• The Society of “Tomorrow” - Crisis and Opportunities• Materials and Societal Issues - Our Responsibilities
Housing & FoodTransportation/Environmental Packaging/RecyclingHealth
• A Materials Agenda for the Society of “Tomorrow”R&D OpportunitiesEducational Opportunities
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Advocacy Role for MSE
• TMS - P&GA; FMS; NMAB• Make the Case!• Need for Support from:
FoundationsWorld BankFederal Government
Materials Science and Engineering -provider of “enabling toolkits” for
impending and burgeoningsocietal issues
Recommended Initiatives
Sustainable construction materials
Energy storage materials
Sensors
Technical textiles
Functional materials
Biomaterials/drug delivery
Packaging materials
Recycling63
Dis
cipl
inar
y Re
sear
ch
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“The empires of the futures
are the empires of the mind.”
Winston Churchill
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MSE community has a responsibility to take on an advocacy role.
MSE Community’s R&D agenda should be pro-active.
In addition to defense and industrial needs, we need to address societalissues such as housing, transportation, food, and health related issues.
Message
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