CEO Sharing 2020 ครั้งที่ 1 หัวข้อ What will we eat in 2030?

Page 1

Pathum Thani Thailand

Clean Label

Thickener

Texturizer

Specialty


Who is SMS? 400,000 MT / year by 800 employees at 3 factories and innovation center.

800

Employees

Capacity

400,000 MT/Y


Who is SMS? Great dedication in product and application developments to create value to cassava with more than

60 persons at our Innovation Center

3


Why Digital Economy?

Technology 5G AI,IOT Robotic Block chain Fintech Big Data

Smart Farming Smart Manufacturing Smart Energy Smart Environment & sustainability

Applications 4


World Population Clock The world population will reach 9.7 billion by 2050 .

Source: https://www.worldometers.info/

5


World Population Growth The world needs much more food to feed its populations. Who would do this?

9.7 Billion people in 2050 We will need

2050

70% more

2019

Source: ourworldindata.org

6


More than 5,500 Million tons of primary food produced in 2019

Units in million tons

Cassava*

Cereal

Oil crop 590

Fishery

178

Potato*

(maize, wheat, rice, others)

2,703

292

388

Milk 852

Source: FAO Food outlook November 2019; November 2017, Crops

Sugar

175 Meat Production

335

7


30 Years World Production Maize Ton/ha

M.ton/yr

1135

1,200

135% increase

7 6

1,000

5.75

5 800

4

3.69 600

484

3

400

2 200

-

1

1990

1991

1992

1993

1994

1995

1996

1997

Source: FAOSTAT

1998

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

-

2017

8


30 Years World Production Wheat Ton/ha

M.ton/yr 900

4.0

30% increase

772

800

700

3.53

3.5

591

3.0

2.56 600

2.5 500 2.0 400 1.5 300 1.0

200

0.5

100

-

-

1990

1991

1992

1993

1994

1995

1996

1997

1998

Source: FAOSTAT

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

2017

9


30 Years World Production Rice Ton/ha

M.ton/yr 900

48% increase

5.0

4.60

770

800

4.5 4.0

700

3.53 600

3.5

519

3.0

500 2.5 400 2.0 300

1.5

200

1.0

100

0

0.5

1990

1991

1992

1993

1994

1995

1996

1997

1998

Source: FAOSTAT

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

0.0

2017

10


30 Years World Production Potato Ton/ha

M.ton/yr 200

182

140% increase

180

40

38 35

160 30

140

26 25

120 100 80

20

76

15

60 10

40 5

20 -

1990

1991

1992

1993

1994

1995

1996

1997

1998

Source: FAOSTAT

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

-

2017

11


30 Years World Production Cassava Ton/ha

M.ton/yr 350

14

92% increase

300

292

12

11.08

10.02 250

10

200

8

150

152

6

100

4

50

2

-

1990

1991

1992

1993

1994

1995

1996

1997

1998

Source: FAOSTAT

1999

2000

2001

2002

2003

2004

2005

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

2016

-

2017

12


Meat and Meat Production Outlook 2019

Source: FAO Food Outlook 2019

13


Milk and Milk Production Outlook 2019

Source: FAO Food Outlook 2019

14


Fish and Fishery Outlook 2019

Source: FAO Food Outlook 2019

15


Smart Farming To feed 10 Billion people by 2050 at current food production efficiency, we have to clear most of the world’s forest.

5,500 Million tons Basic Food 2019 Source: weforum.org dutch tomatoes

9,300 Million tons Basic Food

2050

16


Smart Farming Dutch tomato farming can teach the world.

Source: weforum.org dutch tomatoes

17


Food Trends in 2030

Farm fish Insects LabGrown Meat

Plantbased Proteins

NonGMO Foods

Algae

Youtube: Future foods l the menu of 2030

18


Global Starch Trends Global native starch market size in 2018

19 Total

Million ton

36.2

8 5.5

Corn Starch

Tapioca Starch

Source: SMS group

Wheat Starch

Million tons in 2018 3.7

Potato Starch

Pea Starch 19


Global Starch Trends Global modified starch market size is expected to reach USD 12.7 Billion by 2030 with CAGR 4.1%.

10.35

2018 Source: merketandmarket.com, modified starch

12.67

2023 20


Global Starch Trends Global starch players filed 390 patents during the last 3 years. • Database • www.lens.org

Total number of patent families and applications (2017-2019)

• Applicants name • SMS, Cargill, Roquette, Emsland, Avebe, Ingredion, ADM, Tate & Lyle, Agrana • IPCR classification • A23C, A23D, A23J, or A23L • Sort by relevance • Date published (Newest) and select during 2017-2019

23

20

6

1

1

Cargill Roquette Ingredion Tate & Lyle

47

155

ADM Avebe SMS Group

49

• Total number of patents and applications • 390 Source: www.lens.org

Emsland 88

Agrana

21


Global Starch Trends IP landscape focus on balanced diet addressing health concerns.

No. of patents

Top 10 subject index of modified starch by the key players’ patents and applications 80 70 60 50 40 30 20 10 0

75

71

67 43

38 17

Source: www.lens.org

14

11

8

6

22


Global Starch Trends: Commercial Views Clean label

Organic

Resistant starch

Starch lipid complex

Functional pea starch

New starch binder for Beyond Meat applications

Cassava smart farming

Source: SMS group, Innovation Center

New Variety waxy tapioca for better freeze-thaw stability 23


Global Protein Trends It takes much less resources to produce a meat substitute. Market for meat substitute will be

2.5 Billion USD by 2023

93% less

99% less

impact in land use

impact on water scarcity

90% less

45% less

impact in GHGs

energy

Source: Beyondmeat.com

24


Global Protein Trends Protein production from crickets is more sustainable than from meat.

VS Land use Water Feed GHGs

Resource use per kg produced

X

VS VS

X

Source: Education of Crickets ,July 20, 2017

26

X

VS VS

95

X

8.3

7.7

25


Innovations on food by SMS Group Innovation, Solution Provider, Partner

Sales Team Product Concept Development Team

Food Application Team

Commercialization

Business Development Team

26


SMS: the world’s 1st waxy tapioca starch manufacturer Innovations lead to the successful developments of waxy tapioca manufacturing and its food applications.

27


SMS The world’s 1stwaxy tapioca starch manufacturer

28


SMS The world’s 1stwaxy tapioca starch manufacturer

Source: Thai Tapioca Development Institute

29


Unique Functionalities of Waxy Tapioca Starch Excellent paste clarity and better cold tolerance.

30


Unique Functionalities of Waxy Tapioca Starch Excellent paste clarity and better cold tolerance.

Starch gel (15% ds)

31


Unique Functionalities of Waxy Tapioca Starch Unique in fried and baked expansion properties in baked products. Waxy Potato

Waxy Tapioca

Expansion property Enhancement Benefits o Light Crispness o Enhance mouth feel

Scanning electron microscope of coated nut 32


Unique Functionalities of Waxy Tapioca Starch Unique Melt away in mouth characteristics.

Enhancement Benefits o Excellent melt away o Enhance mouth feel Preferable Characteristics for Salad, soup, sauce, and yogurt. Sticky

Melt in mouth

Tapioca

Waxy Tapioca 33


Food Innovations with waxy tapioca starch by SMS o Clean label solutions o Frozen food solutions

Functional Native Starch

o Thickening solutions o Texturizing solutions o Emulsifying agents

34

o Encapsulating agents o Fat replacers o Instant thickeners o Pulping agents 34


Simple, Clean, and Natural with SMS

• Free from chemical additives • Simple ingredient listing that consumers understand • Foods processed using traditional techniques or that are minimally processed

35


Simple, Clean, and Natural with SMS How much do labels matter?

Of people says

reading labels

has an impact on their

shopping habits.

At least

1 in 4 regularly reads

labels, looking for specific ingredients in nearly all the food they buy.

Source: https://www.crresearch.com/blog/clean-labels-consumer-concerns#common-ingredients

36


Simple, Clean, and Natural with SMS Who’re most concerned with label? There are four kinds of consumers when it comes to food labels:

Source: https://www.crresearch.com/blog/clean-labels-consumer-concerns#common-ingredients

37


Simple, Clean, and Natural with SMS What does the term ‘CLEAN LABEL’ mean to you? 36

Free from artficial ingredients

34

Natural/Organic claims

31

No pesticides/chemicals/toxins

24

Free from allergens

23

No GMOs

16

Minimally processed

11

Simple/short ingredient lists

7

Transparent packaging

34

I don't know what clean label means 0

5

10

15

20

25

30

35

40

Source: Schroeder J. Study finds consumers don’t understand ‘clean labels.” Food Safety Quality & Safety, March 15, 2016. http://www.foodqualityandsafety.com/article/15947/

38


Simple, Clean, and Natural with SMS Clean-label ingredients replacements Non-Clean-Label Ingredients

Possible Clean-Label Alternatives

Artificial preservatives (e.g., TBHQ, sodium lactate, EDTA)

Botanical extracts (e.g., green tea, rosemary, citrus, chamomile, acerola cherry); tocopherols (can be labeled “vitamin E�)

Emulsifiers (e.g., Mono- and diglycerides, sodium stearoyl lactylate, polysorbate 80)

Pea, faba, or lentil bean protein; Q-Naturale; phospholipids; egg yolk

Malic acid (natural flavor)

Apple juice concentrate

Texturizing and thickening agents (e.g., modified starches, hydrocolloids)

Blends of native starches (e.g., corn and tapioca); pea protein and native starch; rice flour; citrus fibers

Sodium phosphates (processed meats)

Rice starch; citrus fibers; soy protein; yeast extract; plum puree

Solvent-extracted vegetable oils

Expeller- or cold-pressed vegetable oils

Source: Clean label: The next generation https://www.researchgate.net/publication/319429985_Clean_label_The_next_generation

39


Simple, Clean, and Natural with SMS Global clean label ingredients market US$

US$

57 Bn

34.2 Bn

6.6%

Global CAGR 2017-2025

Ingredient types Natural color Natural flavor Starch & sweetener Natural preservative Others

Products Bakery and Confectionary Beverage Sauce and Condiment Dairy and Frozen Dessert Other Processed Foods

Factors: - rise in awareness of health benefits associated with the consumption of healthy food - easy availability of critical information regarding consumers’ desire for healthy lifestyles - consumption of organic and natural products - rise in per capita income Source: https://ustrademedia.com/clean-label-ingredients-market-growth-key-futuristic-trends-and-competitive-landscape-2019-2026/

40


Simple, Clean, and Natural with SMS 5.0 4.5 4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0

600

415

500 400 300

232

2.5

200

Thousand MT

US$ Billion

Clean label starch market size 2019-2029

100

1.4

0

2019

Value

Volume

2029

Key Players:

Source: https://www.transparencymarketresearch.com/clean-label-starch-market.html, https://www.credenceresearch.com/report/clean-label-starch-market 41


Simple, Clean, and Natural with SMS Clean label starch market

% By Application others Feed

4 31

Pharma

58

food and beverage

Tapioca and others others Potato Wheat Corn

• Dairy products • Bakery • Soups, Sauces & Dressings • Snacks & Confectioneries • Beverages • other

6

14

% By Source

5 14 67

Source: https://www.transparencymarketresearch.com/clean-label-starch-market.html,

42


Simple, Clean, and Natural with SMS Clean label starch technologies

Physical modifications

• Pre-gelatinization (drum drying, spray drying, cold swelling etc.) • Annealing / Heat moisture treatment • Dry roasting

Enzymatic modifications (Hydrolases) • α- and β-amylases • isoamylase and pullulanase

Unique modifications • • • • •

Mild oxidation (Bleaching) Alkaline roasting Citric acid roasting Amylomaltase modification (Transferase enzyme) Starch blends 43


Simple, Clean, and Natural with SMS Recommended Product

Function

Benefit

Texturizer Provide high expansion and light crispness in coated products.

PREMIO COAT800

Texturizer

Provide high elasticity and transparency in frozen products.

Thickener

Applied for Clean Label Yogurt Natura Y808 is a functional native starch which is developed to apply as a thickener for clean label yogurt. Natura Y808 enhance viscosity and creamy texture for preferable yogurt.

Texturizer

Provide crispness texture in batter mixed product and provide puffing ability even cut off leavening agent.

WWW.SMSCOR.COM

44


Simple, Clean, and Natural with SMS Applications of waxy tapioca in clean label foods. Thickener & glossiness, unique mouth feel, Heat, acid & shear resistance, Prolong shelf life o Carbonara sauce o Low fat yogurt o Low fat salad dressing o Retort food o Beverage and dairy drinks

45


Simple, Clean, and Natural with SMS Applications of waxy tapioca in clean label foods. Texturizer, High elasticity, High transparent, Prolong shelf life o Frozen foods (noodles and dimsum) o Low fat yogurt o Low fat salad dressing o Retort food o Beverage and dairy drinks

46


Simple, Clean, and Natural with SMS Applications of waxy tapioca in clean label foods.

High Expansion with Excellent light crispness o Peanut coating o Extruded and fabricated Snacks o Waffles

47


+66 2598 1128

info@smscor.com

38/6 Moo 11 Pathum Thani-Lat Lum Kaeo Road, Koo Bang Luang, Lat Lum Kaeo, Pathum Thani 12140 Thailand 48


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