Dealroom＆ampLakestar：2023年度欧洲深度科技报告（英文版）（126页）.pdf

1、THE 2023EUROPEAN DEEP TECH REPORTNovember 2023Executive Summary2 Deep Tech is fundamentally new science and engineering making its way into products and companies for the first time These technologies have historically unleashed mega-waves of innovations such as the invention of electricity or the t

2、ransistor Deep Tech companies have a different risk profile(e.g.,high tech risk,lower market risk)and require a new approach to investing1.DEEP TECH DEFINED Europe has what it takes to become a global hub for Deep Tech excellence:Strong fundamental research(e.g.,6 schools in top 20 schools globally

3、for computer science),well-educated talent(1.5x the number of STEM graduates vs.the US),more public support than ever before(e.g.,EIC,1bn NATO fund,SPRIND,JEDI),and positive citizen sentiment(90%of Europeans think that the overall influence of science and tech is positive)2.THE EUROPEAN DEEP TECH OP

4、PORTUNITY Overall:Deep Tech is amongst the most resilient VC categories with$15bn YTD 2023(almost on par with 2022 vs.-70%in Fintech)Geographical:The UK($3.4bn),France($3.2bn),and Sweden($3.2bn)have received most Deep Tech funding across Europe Deep Tech hubs are emerging:Stockholm($3.2bn mega-round

5、s),London($1.5bn),Paris($1.5bn),Grenoble($1.2bn mega-rounds),and Munich($700m)Exits:The most notable exits were the IPO of ARM($54bn)and acquisition of InstaDeep by BioNTech($562m)3.FUNDING LANDSCAPEExecutive Summary34.SEGMENT DEEP DIVES Some of the biggest challenges that remain in Europe are to en

6、courage more entrepreneurs to move into Deep Tech,to harmonise university spinout terms,to form more dense talent/excellence clusters,to increase the LP base and involvement of institutional investors,to stress the importance of governments&corporations as customers,to strengthen the exit channels,a