The document discusses mapping UK innovation based on an analysis of over 250,000 documents and 616 companies. It finds that UK innovation breaks down into 23 key segments, with Business Software, Industrials, and Commerce making up the top three areas. Over $20 billion has been invested in UK companies in recent years, with the largest investments going to Pharmaceuticals, Industrial Infrastructure, and Enterprise Software. Several UK companies have seen multi-billion dollar exits, demonstrating the global impact and success of UK innovation.

1. MAPPING UK INNOVATION
Barclays Open Innovation
October 22nd, 2013
Sumon Sadhu
Quid Inc
@sharpshoot
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2. Tommy Flowers,
Bletchley Park
1939
2
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3. 3
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4. Palace of Fine Arts,
San Francisco
2009
4
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5. “Can one build
software to
replace human
intelligence?”
5
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6. “Can one build
software to
augment human
intelligence?”
6
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7. “Can one build
software to
amplify human
intelligence?”
7
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8. 1
Sensors
8
2
Cloud
3
Storage
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9. 9
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10. 10
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11. “What can we learn
from the
commercial space
industry?”
11
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12. SpaceX Ecosystem
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13. “What is the
state of UK
innovation?”
13
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14. 1
250K
Documents
14
2
616
Companies
3
23
Clusters
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15. Recently funded UK companies break into eight high-level themes
Biotechnology
Industrials
6
7
Telecommunications
3
Business Software
TV & Media
1
9
Consumer Software
1
Financial Technologies
Commerce
3
4
15
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16. UK Innovation has eight key themes
Biotechnology
Industrials
6
7
Telecommunications
3
Business Software
TV & Media
4
1
9
Consumer Software
1
20
Commerce
Financial Technologies
3
4
16
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17. This representation of UK Innovation breaks down into twenty three
key segments
Biotechnology
Industrials
Pharmaceuticals
Chemical, Materials
& Sensors
Medical Devices
6
7
Cleantech & Energy
Industrial
Infrastructure
3
4
1
9
1
20
3
4
17
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18. This representation of UK Innovation breaks down into twenty three
key segments
6
7
Business Software
Telecommunications
Cloud Platforms
Telecommunications
Infrastructure
Collaboration
3
Customer Analytics
Wireless Networking
4
Data Analytics
TV & Media
1
Enterprise Software &
9
Services
Digital Advertising
Digital TV & Video
1
20
3
4
18
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19. This representation of UK Innovation breaks down into twenty three
key segments
6
7
3
4
Consumer Software
1
Financial
Technologies
Betting & Gaming
9
Music & Media
Social & Sharing
Commerce
3
Jewellery & Fashion
1
Lending
20
Payments
Trading & Investing
Tools
4
Mobile Commerce &
Apps
Retail & Shopping
19
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20. Once revealed these segments can reveal areas of focus within UK
innovation
Biotechnology
Industrials
14%
18%
6
7
Telecommunications
5%
3
Business Software
22%
TV & Media
4
7%
1
9
Consumer Software
13%
20
Commerce
15%
20
1
3
Financial
Technologies
6%
4
% companies in each segment
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21. Business Software, Industrials and Commerce are the top three
areas for innovative UK companies
Industrials
18%
6
7
3
Business Software
22%
4
1
9
1
20
Commerce
15%
21
3
4
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22. Telecoms, Media and Fintech sectors are smaller but similar in size
6
7
Telecommunications
5%
3
TV & Media
4
7%
1
9
1
20
3
Financial
Technologies
6%
4
22
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23. Over US$20BN invested in UK companies in the past 4 years
Pharmaceuticals
Chemicals, Materials & Sensors
Industrial Infrastructure
Telecommunications Infrastructure
Digital TV & Video
Wireless Networking
Enterprise Software
& Services
Cloud Platforms
Trading &
Investing Tools
Total Investment
3Q09-3Q13
US$500M+
US$200 to 500M
< US$200M
23
* GBP 12BN, assuming 1.61USD/GBP
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24. Over US$20BN invested in UK companies in the past 4 years
Pharmaceuticals
Industrial Infrastructure
Chemicals, Materials &
Sensors – US$579M
Telecommunications Infrastructure
Digital TV & Video
Wireless Networking
Enterprise Software
& Services
- US$745M
Cloud Platforms
Trading &
Investing Tools
Total Investment
3Q09-3Q13
US$500M+
US$200 to 500M
< US$200M
24
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25. UK companies are solving some of the most impactful problems
Biotechnology
Industrials
$155M
$84M
Human Health
6
Electric Vehicles
7
3
1
9
Business Software
1
Telecommunications
$345M
$15M
Oil & Gas analytics
Connectivity & Access
3
Total Investment
3Q09-3Q13 4
US$500M+
US$200 to 500M
< US$200M
25
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26. MiSys and NDS group have achieved multi-billion dollar exits from
the UK
Acquired by Cisco
for US$5BN
IPTV & Video Infrastructure
Acquired by Vista
Equity Partners
for US$2BN
Banking & Investment
Software
Total Investment
3Q09-3Q13
US$500M+
US$200 to 500M
< US$200M
26
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27. Seven areas have shown significant growth in investment since 2012
Medical Devices
Telecommunications
Infrastructure
Data Analytics
Collaboration
Cloud Computing
Music & Media
Lending
Investment Growth
2012–2013
>100%
0-100%
<0%
27
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28. Software trends are driving the creation of a new UK digital sector
Data Analytics
Customer Analytics
Collaboration
Mobile Commerce &
Applications
Social & Sharing
Betting & Gaming
% companies
founded after 2010
>20%
10-20%
<10%
28
Digital Advertising
Lending
Retail & Shopping
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29. Areas of particularly fast growth are spread across commerce,
finance, and enterprise software
Data Analytics
Customer Analytics
– 36%
Collaboration
Social & Sharing
Digital Advertising
Mobile Commerce &
Applications
Betting & Gaming
Lending – 60%
– 32%
% companies
founded after 2010
>20%
Retail & Shopping – 33%
10-20%
<10%
29
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30. sumon@quid.com
@sharpshoot
30
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