硅谷银行（SVB）：2024年硬件即服务（HaaS）行业市场态势报告（英文版）（24页）.pdf

1、June 2024Incentives and Automation Driving HaaS GrowthInvestors Recommit to HardwareHow and Why Businesses Apply HaaSEight Key Benchmarks for HaaS STATE OF HAAS2Through our proprietary survey,we have established benchmarks for the machine metrics to help founders and investors understand what is“typ

2、ical”in the HaaS model from payback periods to machine lifetime values.3Jack GarzaHead of Frontier TechSilicon Valley BankSTATE OF HAASThe innovation landscape has changed in the two years since we published our inaugural State of Hardware-as-a-Service(HaaS)report.The investment slowdown that was ju

3、st beginning in 2022 has morphed into a plodding recovery,with many hardware founders facing their share of challenges,from rising input costs to slower growth rates.As weve helped companies navigate these choppier waters,one trend has become clear:The best companies persist,in part,by evolving to m

4、eet the moment.In this update to our debut report,we have refreshed the HaaS metrics that matter for hardware companies through a proprietary survey of a new cohort of HaaS companies.Not only has the macro economy and funding environment changed significantly,but the HaaS model has also continued to

5、 evolve.The SVB HaaS metrics(pages 18-22)provide a toolset to track key elements of the business and communicate progress to stakeholders.Through our proprietary survey,we have established benchmarks for the machine metrics to help founders and investors understand what is“typical”in the HaaS Model:

6、from payback periods to machine lifetime values.While the bar for raising venture capital(VC)has been lifted for all sectors,investors are increasingly returning to hardware,with macro trends such as onshoring,clean energy investment and greater defense spending boosting demand.Tech companies enable