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Additive mfgLate stageRedwood City, CAVerified

Carbon

Digital Light Synthesis 3D printing for production parts

Additive mfgMaterials
What they build

The product

Carbon makes the M-series and L-series 3D printers, the Digital Light Synthesis (DLS) photopolymer process, and a portfolio of production-grade resins. Its software stack handles design, lattice generation, and print orchestration so customers can produce final parts at unit-economic scale.

Why it matters

The thesis

Carbon helped legitimize additive as a production technology with marquee customers like Adidas (Futurecraft), Riddell (helmet liners), Specialized, and Ford. It's one of the few US-based polymer additive companies with real installed base and recurring resin revenue.

Operating model

How it runs

Carbon supplies an integrated idea-to-production platform spanning connected DLS printers, cloud and design software, engineering resins, application support, and automation. Customers can operate the platform directly or use certified contract manufacturers in the Carbon Production Network.

Revenue model

How it earns

Carbon earns recurring revenue from connected-printer subscriptions that include software updates, maintenance, and support, alongside sales of proprietary and validated production materials and related hardware or automation. Terms vary by customer and current pricing is generally quote-based.

Strategic edge

Why it wins

Its proprietary DLS/CLIP process combines oxygen-permeable optics, programmable dual-cure resins, connected hardware, computational design, and over-the-air process updates in a validated production stack, reinforced by a global network of certified manufacturing partners.

Source material

Evidence ledger

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