AM investors / psychology / expected sentiment
What I see and hear in Europe, many investors in “3D printing” have very little knowledge of the diversty in AM and its sub-markets.
Most of them see it as a one market with many opportunities, are not aware of the differences (risks / opportunities) of the sub-markets (professional plastic printing – desktop plastic printing – professional metal printing – etc.)
Most of them are focussed on DDD and Stratasys, and non of them have ever heard of Carbon 3D or the CLIP technology.
In the coming year I expect a lot of frustration of these investors:
Most of them are invested in DDD and SSYS, and they still believe both companies will ......+++++
Suppose within 6 months it is obvious that Carbon 3D is recognized as the winner in the plastic AM market.
DDD will probably announce it will transform to a pure metal and ceramics printing company.
Etc.
Probably within six months all investors are aware of the submarkets in AM:
Metal / ceramics is hot.
Bio-printing is hot.
Plastics is not.
I believe the hype cycle for metal printing starts in about six months. (Arcam, Voxeljet, SLM, etc)
