Tuesday January 28, 2014
Noon – 1 pm
Texas Instruments (TI) Auditorium E-1
2900 Semiconductor Drive
Santa Clara, CA
TITLE: Searching for Profits at the Intersection of Nanotech and Electronics
SPEAKER: Ross Kozarsky, Senior Analyst, Lux Research Inc.
Despite massive media attention and investments, nanotechnology has yet to live up to the hype, and many are still confused as to the best context for examining “nano” for the purpose of business-minded analyses. Rather than regarding nano as its own industry, it is best considered an enabling technology that fits into and enhances the value chains of already existing industries. The nanotechnology value chain – namely, the distinction between nanomaterials, nanointermediates, and nano-enabled products – is a very useful tool for conducting such an analysis. After a discussion of this value chain, this presentation will review some of Lux’s key tools for assessing both a company’s technical value and business execution. It will then explore key electronics application spaces of nanotechnology – including transparent conductive films, conductive composites, imaging, and in vitro diagnostics – which will serve as case studies for solidifying common themes of what it takes to be successful as a nanotech developer.
Ross Kozarsky is a Senior Analyst who leads Lux Research’s Advanced Materials team. Ross’ primary responsibilities include providing strategic advice and on-going intelligence for emerging coating, composite, metal, and platform materials that serve as enabling technologies for new markets and applications in industries ranging from oil and gas to electronics. He has advised a wide array of entities from large multinational corporations to investment firms to government agencies on strategic innovation decisions in domains such as transportation lightweighting, energy security, and nanotechnology. Beyond his research engagements, Ross has presented at conferences in Asia, Europe, and North America on topics ranging from carbon fiber composites to 3D printing.
Prior to joining Lux Research, Ross worked as a chemical engineer at the Silicon Valley solar startup Solexant, developing flexible thin film photovoltaic cells using printable nanomaterial technologies.
Ross holds a Master’s degree in Advanced Chemical Engineering from the University of Cambridge and a B.S.E in Chemical Engineering from Princeton University, with certificates in Materials Science and Finance. He has research experience on a wide range of topics including photovoltaic device fabrication and characterization, thin film deposition and processing, sol-gel nanomaterial synthesis, piezoelectric sensors, microfluidic devices, and the electrochemical detection of hydrogen. Ross’ ongoing education includes extension courses at University of California (Berkeley) in Financial Accounting and Princeton University alumni courses on healthcare reform and America’s post-recession economy.
- 11:30 am – Registration & light lunch (pizza & drinks)
- Noon – Presentation & Questions/Answers
- 1:00 pm – Adjourn