The Dust Settles on the Stratasys/HP Announcement

It's been a couple of days since Stratasys announced its definitive partnership with HP — enough time for dust to start to settle. The markets, the commentators and users of 3D printing technology went into overdrive in the 24 hours following the announcement, which was to be expected, and was probably a primary aim of Stratasys in making the announcement.

There are, of course, polar opposite and rather extreme schools of thought depending on who you talk/listen to. On the one hand you have the enthusiastic "sea change" posse, who categorically see this as the moment that the 3D printing market will change forever. They are battling the more reserved and cynical crew that view this announcement as a publicity stunt that has seen Stratasys stock soar by an unprecedented 44% following a dismal financial year in 2009.

I have to say it, I love being a part of this industry. I really do. It excites me and it frustrates me in equal measure. The thing I have learned though is not to jump too far either way when something big happens, and make no mistake, however this Stratasys deal plays out, it is big!

There is something to be said for the middle ground, okay I possibly sound like the Clover ad, but it is the place where one can see most clearly — in all directions. At this point in time I can see that the announcement has brought Stratasys (in particular) and 3D printing (in general) centre stage. That is a great thing in itself. However, as I mentioned in my previous post, we have to wait for some months for the machines to hit the market when the real impact can start to be measured.

Also, while it is the lower end range of Stratasys machines that HP will be selling (Dimension/uprint), there is still no real visibility on the spec of the machines that HP will be selling. Personally, I don't think this is too much of an issue. The FDM process is an established and reliable one that will turn the heads of people that are being introduced to 3DP for the first time. The key to unlocking greater awareness is HP's ability to take sales & distribution much deeper than Stratasys, or any of the other 3DP vendors for that matter, into untapped markets. This is what excites me about this announcement.

Taking stock, I am of the opinion that the announcement is one amongst many factors that are driving the 3DP sector forward. Another vital element of this, as I have expounded for a while, are low cost 3D printers. An analogy that works here is by considering how the 3DP market could operate in much the same way as the housing market. Few first time buyers will (or can afford) to buy a £1,000,000 house with everything that they think they want or need. They get onto the property ladder by starting small (and less expensive). Once they have made the initial investment, they then upgrade at a later date. Recent history shows that without first time buyers, the housing market stalls. This is how I see 3DP. It needs lots and lots of first time buyers, starting small to get a full understanding of the capabilities and potential of the technology. Once that understanding is in place they can take stock and upgrade in line with their requirements — the whole industry benefits! The higher general awareness will also mean that new applications will invariably follow, and I'm going to say it again, and that killer app could emerge!

The desire by many commentators for 3D printing / Additive Manufacturing to be THE dominant force in the way we make things sometimes works against their good intentions. I hope that by raising awareness and uptake of 3DP it will become ONE of the dominant forces and fulfill its great potential that largely remains untapped.

Stratasys is Playing with the Big Boys

News has just reached me, via press release, that Stratasys has fully engaged with HP, with the two companies signing a definitive agreement whereby Stratasys is going to develop and manufacture an HP-branded line of 3D printers based on Stratasys’ patented Fused Deposition Modeling (FDM) technology. The plan is for HP to begin a phased rollout of the 3D printers in the mechanical design (MCAD) market in selected countries later this year, with the right to extend distribution globally.

During the recent past (probably going back to mid-2008) I have had numerous conversations that have been geared around how and when 2D printing and 3D printing companies would find some synergy. While some more cynical individuals have intimated that there were no real grounds to draw parallels and assume that 3D printing could ever follow the growth curve of 2D printing, I have believed for a while that it was only a matter of time before the two hooked up in one form or another. I have to be honest though, I didn't think it would be these two!

Scott Crump, Stratasys CEO and Chairman, now "believe[s that] the time is right for 3D printing to become mainstream.”

Ok, well, many people have been saying that for years, and beaten down with cries of "hype - it will never happen." The thing here is that he is backing this comment up with support from a huge, globally recognised brand. It could be a real turning point.

My only reservation about this announcement is the application area. MCAD is a good place to start, and could bring 3D printing centre stage in industrial circles (which is, I think, the aim) but it won't necessarily take 3D printing mainstream.

Another key enabler, as Crump mentions, is HP's "sales and distribution capabilities", something that the 3D printer vendors have struggled with.

All in all, an extremely interesting development, but as ever, we have to wait and watch to see if it fulfills its potential. And, realistically, it is going to be at least a year before there will be any real signs of how it's going.