Ginkgo Results Presentation Deck
Thus, Ginkgo taps into two distinct addressable markets: one for the R&D itself
(Foundry Revenue) and one for the products enabled (Downstream Value)
Existing market for cell engineering lab operations ($B)
$60
$58B
$50
$40
$30
$20
$10
Market for Cell Programming R&D
$0
■Cell Engineering Labor
Cell Engineering Tools
$28B
$10
$17
2019
$33B
$12
$21
2020E
Source: Piper Sandler Research
20% CAGR
$40B
$15
$25
$48B
$18
$30
$22
$36
From May 2021 Investor Presentation
2021E 2022E 2023E
Ginkgo can tap
into both labor
and tools mkts:
Our scale
dramatically
reduces costs
We bring
efficiency to
scientists at
the bench
Emerging Market for Products Enabled
Annual Direct Economic Impact By Domain - 2030-2040 (partial estimate)
$1.2T
$500B
Health
$1.2T
$800B
Food &
Agriculture
$700B
$200B
Consumer
High Estimate
Low Estimate
+ significant secondary
effects not measured
$300B
$200B
Materials &
Energy
$300B
$100B
Other
Source: McKinsey Global Institute; The Bio Revolution: Innovations transforming economies,
societies, and our lives (May 13, 2020)
Note: these estimates reflect the estimated biotechnology penetration of these end-markets
H1 UPDATE | AUGUST 2021
GINKGO BIOWORKS
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