PitchBoo-k-2024年二季度供應(yīng)鏈技術(shù)報(bào)告（英）-2024-WN8

EMERGINGTECHRESEARCHSupplyChainTechReportVCtrendsandinnovationspotlightsQ2REPORTPREVIEWThefullreportisavailablethroughthePitchBookPlatform.2024ContentsVerticalupdate3InstitutionalResearchGroupAnalysisQ22024timeline4JonathanGeurkinkSeniorAnalyst,EmergingTechnologySupplychaintechlandscapeSupplychaintechVCecosystemmarketmapVCactivity5jonathan.geurkink@6pbinstitutionalresearch@7DataCollinAndersonDataAnalystInnovationspotlightFreighttech141516171920PublishingSelectcompanyhighlightsSkyCellReportdesignedbyJennaO’MalleyandChloeLadwigPublishedonAugust15,2024SkyportsInfrastructurePrewaveQ22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG2Q22024timelineQ2VCdealcountsummary167totaldeals15.2%April9April17June25QoQgrowthPlatformScience

raises$125.0millioninaSeriesC1ledbyPrologisVentures,NewRoadCapitalPartners,and8VC.EnginemakerCummins

andDaimlerTruckNorthAmerica

alsoparticipatedintheround.PitchBookhighlightedthecompanyinourQ22023MobilityTechReport.SkyportsInfrastructure

raises$115.0millioninaSeriesC.ThedealwasledbyActividadesdeConstrucciónyServicios.AéroportsdeParis

alsoparticipatedintheround.FundswillbeusedtocommenceconstructionofvertiportsforairtaxiserviceinDubaiandotherprojects.Prewave

raises$68.0millioninaSeriesB.ThedealwasledbyHedosophia.Creandum,Ventech,andKompasVC

alsoparticipatedintheround.-16.1%YoYgrowthQ2VCdealvaluesummary$2.4BApril17May13June25totaldealvalueGermangrocerydeliverystartupFlink

raises$106.0millionamidongoingrumorsofanacquisitionbyGetir.ThedealwasledbyGermanfoodretailerREWE

andBONDCapital.CherryVentures

andNorthzone

alsoparticipatedintheround.AutonomousdronedeveloperSkydio

raises$64.0millioninaSeriesEfromJapan’ssecond-largestwirelessoperator,KDDI.Getir

raises$250.0millionfromMubadalaInvestmentCompany.Asaresultofthedeal,Mubadala

willgetacontrollingstakeandrestructureaswellasreorganizeGetir’soperationsinEurope.12.7%QoQgrowth0.7%YoYgrowthQ22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG4$SupplychaintechlandscapeEnterprisesupplychainmanagementWarehousetechFreighttechLast-miledeliveryQ22024SupplyChainReportVCactivitySupplychaintechVCdealactivityVCactivityinQ22024showedimprovement,markingthethirdstraightquarterofgrowth,albeitstillwellbelowthelevelsofthepastcoupleyears.Dealvalueforthequarterrose12.7%QoQto$2.4billion,whilethenumberofdealsincreased15.2%to167.OnaYoYbasis,dealvaluewasflat,whiledealcountdeclined16.1%.Acrossstages,early-stagedealvalueinQ2doubledfromQ1to$0.4billion,whilelate-stagedealvaluewasflatat$1.2billion.Theventure-growthstagedeclinedmodestlyto$0.7billion.ThewarehousingtechsegmentsawthegreatestgrowthQoQ,withdealvalueandcountup129.4%and257.1%,respectively.Last-miledeliveryhadthegreatestdeclineamongsegmentswithdealvaluedown27.9%anddealcountdown4.8%.1,7061,368$34.81,3011,2911,2681,010923833833312498$4.5$10.0$6.7$12.32015$19.72016$14.62017$31.02018$33.42019$61.92021$31.120222014202020232024*Dealvalue($B)DealcountNotabledealsinthequarterincludedMubadalaInvestmentCompany’s$250.0millioninvestmentinGetir.Mubadala

willgetacontrollingstake,andthefundswillbeusedtoconsolidateandreorganizethecompany’sgrocerydeliveryserviceacrossEurope.Theretrenchmentcontrastswiththecompany’saggressiveexpansionjust18monthsagowhenitacquiredrivaldeliveryserviceGorillas

for$1.2billion.AutonomousdrivingdataandAIstartupWaabi

raised$200.0millioninJuneinadealledbyUber

andKhoslaVentures.Thedealfollowsanumberofmore-targetedVCinvestmentsinautonomousdrivingduringthepastsixmonths.InMay,RealtimeRobotics

raised$45.0millioninalate-stageroundledbyMitsubishiElectric.ThecompanywashighlightedintheQ22023SupplyChainTechReport.Source:PitchBook?Geography:Global?*AsofJune30,2024SupplychaintechVCexitactivity138101796925$3.4444119$2.416$1.53728$22.02022$12.2$14.92023$11.5$74.82019$52.3$127.62021$0.42014201520162017201820202024*Exitvalue($B)ExitcountSource:PitchBook?Geography:Global?*AsofJune30,2024Q22024SupplyChainReportVCACTIVITYKeysupplychaintechVCdealsinQ22024*CompanyClosedateCategoryDealsize($M)DealtypeLeadinvestor(s)GetirJune25June18April9Ultrafastdelivery$250.0$200.0$125.0$115.7$115.0$106.0$68.0$66.8$64.0$60.0Late-stageVCEarly-stageVCLate-stageVCLate-stageVCLate-stageVCLate-stageVCLate-stageVCEarly-stageVCLate-stageVCLate-stageVCMubadalaInvestmentCompanyWaabiAutonomoustrucks&middlemileFleetmanagementKhoslaVentures,UberPlatformScienceSkyCell8VC,NewRoadCapitalPartners,PrologisVenturesJune25April17April17June25May30May13June20Assettracking&managementDrones&eVTOLlogisticsUltrafastdeliveryM&GSkyportsInfrastructureFlinkActividadesdeConstrucciónyServiciosBONDCapital,REWEPrewaveTruckinglogisticsHedosophiaN/ASuningRetailCloudSkydioERP&inventorymanagementDrones&eVTOLlogisticsWarehouseautomationN/AVecnaRoboticsDriveCapitalSource:PitchBook?Geography:Global?*AsofJune30,2024Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG10VCACTIVITYKeysupplychaintechVCexitsin2024*CompanyClosedateCategoryExitvalue($M)ExittypeAcquirer(s)Post-moneyvaluation($M)ChinaLogisticsGroup,ChinaStructuralReformFund,Jingxing,TongkunGroupRIAMBTechnologyJanuary30N/A$363.7Publiclisting$484.9EverliFebruary21March5May15Deliveryservices$24.5$4.0$1.7N/AN/AN/AN/AN/AN/AAcquisitionAcquisitionAcquisitionAcquisitionAcquisitionAcquisitionAcquisitionAcquisitionAcquisitionPalellaHoldingsNewSoftIntelligenceOceansix$24.5$4.0$1.7N/AN/AN/AN/AN/AN/AD2P-DiagnosistoPerformN/ARePackTreggoRayoSustainablepackagingApril8DeliveryservicesCarrytMay12N/AClicohExpressGeoforceTemedaSooperCarryMay29June14March15May16N/AN/ATULN/AShipEssentialGrubMarketButterERP&inventorymanagementSource:PitchBook?Geography:Global?*AsofJune30,2024Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG11SELECTCOMPANYHIGHLIGHTS:SKYCELLKeycompanyinformationFoundedLastfinancingvaluationLeadinvestor2012$955.0MM&GOverviewEmployeesLastfinancing180June25,2024SkyCell

providesadvancedtemperature-controlledcontainers,trackingandmanagementsoftware,andsustainabilitysolutionsforpharmaceuticalsupplychains.TheglobalpharmaceuticalTotalraisedlogisticsmarketisestimatedat$92.2billionandprojectedtogrowat9.3%annually.market,biopharmacold-chainlogisticstotals$21.3billion,upfrom$15.4billionin2018.as20%oftemperature-sensitivemedicinesarenegativelyimpactedwhentemperaturesvaryoutsideofspecifiedranges,accordingtotheInternationalAirTransportAssociation.2Withinthat$212.6M3Asmuch4SkyCell’scontainersprotectvaccines,cancertreatments,diabetescare,anddiagnosticssolutions.Thecontainershavenomechanicalpartssuchaspumps,fans,orcoolingpacks,butinsteadhouseaself-chargingsystemandadvancedinsulationoriginallydevelopedtoshieldspacesatellitesfromheatandharmfulradiation.Thesystemmaintainsstableinternaltemperatures,protectingcontentsfromexternaltemperaturesrangingfrom-30degreesCelsiustoasmuchas70degreesExitPredictorCelsiusforupto270hours.Thecontainers’shockabsorptionsystemsreduceg-forceloadsfrom5

IPO:62%probability

M&A:33%probability

Noexit:5%probabilitySuccess:95%probability2:“PharmaceuticalLogisticsMarketSize&ShareReport,2030,”GrandViewResearch,n.d.,accessedAugust5,2024.3:“TheEvolvingColdChainNeedsofthePharmaceuticalIndustry,”Maersk,April11,2024.4:“Top5BenefitsofanActiveColdChaininPharmaAirFreight,”Envirotainer,DanHarrison,May7,2019.Note:ProbabilitydataisbasedonPitchBookVCExitPredictorMethodology.Q22024SupplyChainReportSELECTCOMPANYHIGHLIGHTS:SKYCELLupto63gbyafactorofninetoprotectfragileglassvialsandpackaging.Thecontainers’InternetofThingssensorsprovidevisibilityandtracking,whilepredictiverisktoolshelpcharttheoptimalandsafestroutesacrossmultiplelegsofsupplychains.Additionally,SkyCell

providescomplianceanddocumentationsolutionstofacilitateautomatedandseamlessjourneys.SkyCell

wasfoundedbyCEORichardEttlandChiefTechnologyOfficerNicoRos.ThetwopreviouslyfoundedSmart?Containers.ThecompanyclosedaSeriesDonJune25,havingraised$115.7million.ThedealwasledbyM&GandincludedTybourneCapitalManagement,CCIndustries,NovumCapitalPartners,andLazard.SkyCell

hasraised$212.6milliontodate,andthelatestroundrepresenteda1.9xvaluationstep-up.5:“HybridContainers,”SkyCell,n.d.,accessedAugust5,2024.Q22024SupplyChainReportCONFIDENTIAL.NOTFORREDISTRIBUTION.PG18PitchBookData,Inc.NizarTarhuniExecutiveVicePresidentofResearchandMarketIntelligencePaulCondraHeadofEmergingTechnologyResearchAboutPitchBookAdditionalresearchEricBellomoeric.bellomo@GamingE-CommerceDerekHernandezderek.hernandez@EnterpriseSaaSIndustryandTechnologyInfrastructureSaaSResearchBrendanBurkebrendan.burke@DataAnalyticsInformationSecurityArtificialIntelligence&MachineLearningAliJavaheriali.javaheri@EmergingSpacesRobertLeIndependent,objective,andtimelymarketintelrobert.le@InsurtechAaronDeGagneaaron.degagne@MedtechCryptoAstheprivatemarketscontinuetogrowincomplexityandcompetition,it’sessentialforinvestorstounderstandtheindustries,sectors,andcompaniesdrivingtheassetclass.JohnMacDonaghDigitalHealthjohn.macdonagh@Carbon&EmissionsTechCleanEnergyTechOurIndustryandTechnologyResearchprovidesdetailedanalysisofnascenttechsectorssoyoucanbetternavigatethechangingmarketsyouoperatein—