Launch HN: ProvenMetal (YC S26) delivers circuit boards in days instead of weeks
Posted by willcarkner 14 hours ago
Hey HN, we’re Will & Johnny from ProvenMetal (https://provenmetal.com). You send us design files or specs and we give you assembled boards domestically in days.
The US produced 30% of PCBs globally in 2000, now they produce 4%. Chinese manufacturers have completely dominated this space at 55% of global production.
Now, the need for a domestic PCB supply chain is higher than ever before, yet the infrastructure has been dissolving over the last 2 decades. What is left is mostly small family run manufacturers (CMs) that have been operating in largely the same, labor intensive way since the early 2000’s.
When you place an order through a CM it typically takes several days to receive a quote and complete design for manufacture review, and then you have to source all of the components (the hardest part) and bare boards yourself, then wait anywhere from a few days to several weeks for the assembly and testing of those boards.
We started off assembling circuit boards out of a garage with prosumer grade equipment (NeoDen YY1, Glenbrook X-ray, solder paste stencils, and manual rework stations). We believed that by owning the manufacturing process, we could turn all the front of house automations inwards. But here’s the thing… manufacturing circuit boards with prosumer grade equipment out of a garage takes a huge amount of time. Suddenly we were spending 90% of our time assembling circuit boards instead of growing the business. We were completely capacity constrained, with fancy software automations that are not the binding constraint at low volumes.
Then we got our heads out of the weeds, took a step back, and realized that we were trying to solve the wrong bottlenecks.
These manufacturers are good at manufacturing and terrible at the front of house (quoting, DFM review, and part procurement). When you look at the full process, you realize that assembly is not the bottleneck. So we stopped trying to solve the problem that we can’t solve at this stage.
We measured the bottlenecks and nailed down the ones that we are best positioned to solve right now.
When a customer wants a domestically manufactured circuit board, it is not a straight forward process. We are making that process easy through front of house automation. A customer gives us their design files, and we automatically procure components, and co-ordinate bare board fabs and assembly houses to get quotes, design review, and manufacturing completed in a very tight loop.
How we solve part procurement (you can’t assemble boards with no parts!): When a user places an order with us, our system automatically sources their bill of materials across US and overseas distributors. However, when we work with customers during the design process, our plug-ins interact with KiCAD and Altium, sending the BOM to our ordering platform, which allows us to automatically procure components before layout is finalized.
KiCAD plugin: (https://github.com/proven-metal/provenmetal-kicad)
Altium plugin: (https://github.com/proven-metal/provenmetal-altium)
This enables us to order long lead time parts in advance, suggest alternatives if parts are out of stock, and solve the biggest bottleneck in the process. We store parts in our hq in SF, and then kit the boards and route them through our network. We also do long term storage of parts for long lead time items.
How we solve endless emails: Every manufacturer wants the same information in a different shape. There’s usually a few days of back and forth emailing to achieve clarity. We’re building a profile per manufacturer and sending the order to fit their requirements. This may sound trivial but it removes a multi-day round trip on most orders, which on a quick-turn build is a meaningful share of the time.
How to solve design review: Each manufacturer has individual capability sheets, and so we have a heuristic harness that Fable 5 uses to check the board for DFM issues. We’re building a streamlined process for end-to-end pcb manufacturing, but is that enough to solve the supply chain? Not a chance. Capacity is the problem, and no amount of smart software will solve it. We’re extracting real slack from the system today, that slack is finite, and at some volume the only remaining move is adding physical capacity. We think that’s where this goes.
We charge a simple margin on the order value depending on order complexity with fully transparent quote breakdowns. We took our first paying order in less than a week and we’ve done roughly $70k across 11 orders in 6 weeks.
We are very interested in your opinion. We’re working in a problem space that has problems everywhere, we’re constantly pulled in wild directions regarding which problems we solve and how we go about solving them. What do you know that we can learn from?
Comments
Comment by amirhirsch 11 hours ago
I’ve been making hardware for 20 years. My highest-volume product was Flybrix, a LEGO drone kit manufactured by Seeed and UniPrecision in China and by Sparqtron in Fremont, California. I’d be happy to work with you on a v2 reboot: Flybrix Swarmz, because every American high school needs a drone swarm.
Beyond that, I’ve worked with many domestic suppliers and built ITAR-controlled products as well. Even without owning the production capacity, if you can offer Net 90 on fabrication and extend credit for components--beyond existing DigiKey, Arrow, Mouser, and vendor credit lines--then I can build products and get paid without putting all the capital at risk upfront.
Factoring is expensive, especially against a purchase order rather than an invoice, and I don’t know of anyone offering working-capital credit based solely on an SBIR award.
Credit is what makes the spice flow.
Comment by willcarkner 11 hours ago
Comment by structural 10 hours ago
1. Line of credit - we are not billed until we take delivery of tested product. 2. Willingness to handle high mix, low volume products. One product line example: a dozen SKUs with 95-98% parts in common on 2 PCBs, a single set of parts (that we aren't billed for up front) and quoting to build 20 of SKU 1, 50 of SKU 2, 10 of SKU 3, etc. without charging 2-3x the price.
We manufacture in the research / test equipment / defense space and I've heard similar things from other small hardware companies that are like us.
Comment by amirhirsch 6 hours ago
I have thought that there is a big opportunity financing components by optioning the sale of overstocked parts ahead of time. For a consumer electronics product that had heavy Q4 sales, my annual sales were entirely dependent on how many chips I could order by October 19, but then I'd have excess stock every January because things are sold in reels of varying sizes.
Comment by willcarkner 9 hours ago
Comment by colinnordin 10 hours ago
Comment by pbronez 6 hours ago
Comment by ac29 13 hours ago
I recently priced out getting a PCB done in China and its insanely cheap. My design isnt complicated, a few ICs, a few connectors, an a dozen or so passives. PCB manufacturing, parts, and soldering/assembly is on the order of $10-20 total per board and that is with zero volume discounts. The parts alone would cost that much in the US, and I suspect the sort of companies that you contract out to also aren't really interested in tiny orders so they would probably quote huge setup fees (looks like your average order so far is ~$7000).
Comment by walrus01 13 hours ago
https://en.wikipedia.org/wiki/Berry_Amendment
More specifically there are a number of new wide-spanning bans on import of mainland china made drone components such as flight controller boards, ESCs, power distribution boards, motors.
The definition of "Blue UAS" pre-dates recent more aggressive changes made by the current US executive branch of the government, but is still relevant:
https://www.google.com/search?client=firefox-b-d&q=blue+UAS+...
Comment by willcarkner 13 hours ago
Comment by walrus01 12 hours ago
One example I could offer is APD, the ESC manufacturer in Australia. They sell ESCs used both in the commercial cinema/filming industry (big quads and coaxial octos carrying RED Komodo size cameras), but also for defense...
Comment by willcarkner 12 hours ago
Comment by ford 11 hours ago
2) What they already are good at they'll continue to improve at, because of domain knowledge & ecosystem
3) The reason they are ahead in the first place is labor cost & the QOL workers will tolerate (and intentional government investment)
4) The only way around this is for the US to invest into robotics (labor) & subsidize american manufacturing (ecosystem)
Comment by veqq 10 hours ago
That hasn't been accurate in a decade. Chinese labor costs have been higher than Mexico since before Covid. They have more efficient firms, business processes and so much more. The parenthesized "(and intentional government investment)" is related to how they developed nimbler systems, but ignores the totality of industrial policy.
Comment by willcarkner 10 hours ago
Comment by willcarkner 10 hours ago
We have two options, give up and allow China to control all production, or start the hard battle to improve manufacturing here.
Comment by apercu 10 hours ago
Comment by willcarkner 13 hours ago
Comment by cryo32 11 hours ago
Comment by willcarkner 11 hours ago
Comment by cryo32 10 hours ago
If they had a fast production run in they could extend to 24 hours operation and triple base capacity.
They did a fair bit of TH though which was manually stuffed and wave soldered which could slow stuff down considerably.
Comment by willcarkner 10 hours ago
Comment by yitchelle 8 hours ago
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Comment by tamimio 11 hours ago
Comment by willcarkner 11 hours ago
Comment by crtified 11 hours ago
But to (very slightly!) paraphase you, you think it's important to focus on drones/defense and other nationalist areas where the future is canted toward you, and while that is not an area I'd enjoy working in myself (no personal judgement on you, but I'd rather spend my life doing things other than conflict and war), that is clearly what you know to be your first-rank business chance.
Comment by willcarkner 10 hours ago
Comment by tamimio 11 hours ago
Also, I did mention back in 2020 that drones are the only practical type of robotics compared to others, although I meant for good purposes not how they are used right now.
Comment by willcarkner 11 hours ago
Comment by tonyarkles 4 hours ago
Comment by Arch-TK 11 hours ago
Comment by irishcoffee 12 hours ago
It’s not like PCB boards in the defense industry are somehow special, though they probably should be.
Comment by walrus01 12 hours ago
I would disagree? Look at Helsing, the german manufacturer of loitering munitions, and its direct competitors who are trying hard to get per-unit costs way down. Without even mentioning the myriad of Ukrainian manufacturers who are building cheap and cheerful things under $10,000 per unit (or even under $2500 per unit). There is a very real push within all NATO militaries now to basically copy many of the capabilities the Ukrainians have built in the last 4-5 years.
Not saying that we won't still have lots of huge dollar items and massive programs like the AGM-158 JASSM, but there's a reason why the US paid a company to basically clone the Shahed-136 as the LUCAS at under $50k per unit.
Comment by willcarkner 12 hours ago
Comment by walrus01 12 hours ago
Comment by seizethecheese 13 hours ago
The bottleneck in assembling a PCB is usually component sourcing. My product was not the most complicated, and even then, to assemble in Shenzhen, China, it often took a few weeks to get all the components.
The core issue here is that latency is determined by the outliers. Assembly can't start until you have all units, and the hardest to source one is the bottleneck!
To me, the core innovation here is to plug into the design software to source these long tail items ahead of time.
It's pretty interesting that usually when the PCB is being designed, the designer has no awareness of supply chain. They'll bake in a chip that has a 4 week lead time without even realizing it, when a similar component might be one cent more expensive with much faster lead time.
Comment by willcarkner 13 hours ago
Currently there's a wall between the designer and the manufacturer, which hurts lead times massively, we're aiming to bring that down.
Comment by awesomeusername 6 hours ago
Even if 50% of the time I didn't end up using that component, that would still be an amazing service.
We pre-order parts to JLC during the design process. I know people using JLC aren't your target but my advise would be to not ignore how gloriously friction-less it is now buying parts into private inventory - and with no ongoing fees as well. They have really nailed it.
Comment by willcarkner 6 hours ago
Comment by pbronez 6 hours ago
There’s some flavor of consignment waiting to happen here.
Comment by hahahaa 8 hours ago
Comment by willcarkner 8 hours ago
Comment by gumby 55 minutes ago
Never again. Chinese shops are faster than US manufacturing. And they take Digikey and mouser part numbers.
Comment by codehero 2 hours ago
1) First issue: I do not know what your manufacturing constraints are for PCBs...the number of layers is not documented. I don't even know if you support FlexPCBs.
2) I suppose I could figure out if you could make my boards in seven days if I played your upload game...but I should have to do that. Even the following site, with its clunky UI, makes it more clear what they can or can't do: https://quickturnpcb.co.kr/
3) You say you ship "tested" boards, but what does that mean? Firmware testing? Emissions testing? If you ultimately choose the MPNs, does that mean you own the failures if the board doesn't come up?
4) It's not clear if you accept consigned parts. It's not even clear if you are properly storing the parts you are kitting with respect MSL, ESD, etc.
5) In the end, what makes you any different from a typical broker like Millenium Circuits Limited? (Not that I am endorsing them, as I have had terrible experience from them as well)
6) If you are owning testing and promising quick turnarounds, I would assume you are actually shipping test fixtures to the CM before they ship so they can rework if necessary. But again unclear from your description
Comment by willcarkner 1 hour ago
Comment by jpatten 9 hours ago
Comment by willcarkner 9 hours ago
Comment by alexsherrick 3 hours ago
2. Can you do 6-layer 1+4+1 HDI - laser microvias (0.100 mm), stacked microvias over buried vias, sequential lamination?
3. Can you do via-in-pad fill and planarize (Type VII / VIPPO)? I have ~218 vias on one board needing it.
4. What's your minimum copper-to-copper clearance? Can you do 0.075 mm with a waiver.
Comment by willcarkner 1 hour ago
2,3,4. Some of our partner fabs can, publishing a detailed spec sheet asap
Comment by stopachka 13 hours ago
Comment by willcarkner 13 hours ago
Comment by bloggie 12 hours ago
When my pal’s raw PCB company went out of business, you could buy a finished PCB from China for less than the cost of FR4, which also came from China. How do you intend to address this supply chain risk? Once China raises your cost of raw PCBs your price argument no longer works.
Also, are you sourcing components from US sources or using China? Recently I stopped purchasing from Digikey and Mouser because their services are much slower than they used to be, and I now get components much faster and for lower cost in China.
Comment by willcarkner 12 hours ago
> How do you intend to address this supply chain risk?
Haven't yet figured it out. Options are opening bare board fabs or partnering with US fabs and panelizing orders.
Comment by Animats 6 hours ago
Comment by willcarkner 6 hours ago
Comment by eaurouge 7 hours ago
Would really like to see you guys succeed. We definitely need more manufacturers in the US. But this isn't quite true. Not now, and I'm not sure it's ever been the case in the two decades plus that I've been in hardware. Apart from manufacturers like Sierra Circuits in the Bay Area and Advanced PCB in Colorado that have been around all of that time, we had Tempo (in SF then but no longer), and now have MacroFab (Houston) and CircutHub (also YC, somewhere on the East Coast I think).
Comment by willcarkner 7 hours ago
Comment by montyanne 13 hours ago
> When you look at the full process, you realize that assembly is not the bottleneck.
I’m confused, which one is it?
I assume the growth story isn’t great when you factor in the non-automatable tasks and big capital outlays, so your product leaves that to existing CMs and scales the software stack instead?
Do you see this product as being beneficial to subcontractors (presumably still doing the 90% manual work), or does this legitimately reduce the actual workload/costs at the production level?
Comment by willcarkner 13 hours ago
Comment by bfeynman 13 hours ago
This is something that takes real expertise though, kind of a moonshot for an inexperienced team unfortunately. Would be cool if had mission driven backers otherwise will just end up being hobbyist material. Relying on defense (bubble?) gives at least some breathing room as not actually competing against china for better prices.
Comment by willcarkner 13 hours ago
We believe starting with defense will give us capabilities that we can then bring to other verticals, and will help us make optimizations that bring the cost down. It's impossible to beat china off the bat though.
Comment by rta5 9 hours ago
Also, for slow old industries (like Automotive), you'd likely need a fast way to coordinate NDAs just to get an engineer to be allowed to share the design files with you.
Comment by willcarkner 9 hours ago
Comment by tonyarkles 13 hours ago
I noticed your KiCAD plugin there too. I am super curious to see what your workflow and pricing looks like. There are definitely times when the 7-day turnaround will be a game changer for us.
I guess one gate there: do you ship to Canada? We do have a US branch that could do the export-import for us, but way easier if we don’t have to route it through them as far as end-to-end delivery time goes.
Comment by willcarkner 13 hours ago
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Comment by myself248 3 hours ago
Heck, I'd probably pay a bit more, just for knowing it never leaves US soil. But not, like, aerospace prices.
I guess the question becomes, what's the cost of an idle line? Is there merit to running very-cheap production instead of letting it sit idle? What's the smallest order they can profitably process, and will that go down as the order automation improves?
(I have always loathed getting boards made in the US, because there's always a "call for quote" button where there should be "add to cart". The JLC upload-gerbers-and-go experience is legitimately superior, and that pisses me off. I'm super excited that someone's finally fixing that.)
Comment by jrexilius 11 hours ago
Comment by willcarkner 11 hours ago
Comment by AussieWog93 7 hours ago
Comment by Animats 9 hours ago
Quick turn in the US is 2 to 4 days.[1] That's expensive but available.
[1] https://www.surfacemountsolutions.com/services/quick-turn-pc...
Comment by willcarkner 9 hours ago
Comment by the__alchemist 8 hours ago
#2: Is this accessible for hobbyists, prototypes, small companies etc, or is it a service for gov/mil stuff that isn't allowed to use China? (Blue UAS etc)
I'm excited and would love to order a board.
Comment by willcarkner 8 hours ago
#2 it is accessible, but more expensive so if cost is your main constraint it's not the right choice.
Comment by anonymous_user9 6 hours ago
So OpenAI gets a full copy of every customer board? I wish that was mentioned on the upload page.
Comment by emdash 6 hours ago
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Comment by realo 13 hours ago
Anything available in the EU?
Comment by paddi91 12 hours ago
We're trying to make electronic manufacturing (PCB & PCBA) simple, affordable and speedy. A high grade of automation allows prices starting at 12.20 Euros including VAT and shipping. Our software platform is completely built in-house, including state-of-the-art ODB++ integration. Let me know if you've any questions, happy to answer.
Comment by Ao7bei3s 8 hours ago
3 copies of a simple 50x50mm, 6 layer, board is 184€ and takes 13 days to make as per https://aisler.net/en/products/boards - for comparison, JLC makes five 100x100mm 6-layer PCBs in 11 days, for $2. (And no, it's not only because of the (always available) coupon. Pricing generally gets better at higher quantities.)
So my question is: why is 6 layers so expensive? Are you really truly economically unable to even get close to JLC, or do you just not care about prototyping orders (or the overlap between hobbyists and professionals), or are these smaller boards a too large part of your revenue that you can't compromise, or is it more a case of being stuck in an outdated legacy mindset where 6 layers is "a lot" and must be allocated to "serious business" only, or is it something else? Or am I just completely off about proper market segmentation? (Same for going to 2oz copper.)
Please don't take offense at the way I'm asking; I really really want to be your customer. I'm never going back to unnecessarily constrained shitty 2 or even 4 layer designs, when a simple part/sig, gnd, vcc, sig/gnd, gnd, part/sig stackup makes design soooo much easier even for simple circuits. But I really would love to know why nothing comes close to JLC one level up from novice PCBs.
Comment by paddi91 13 minutes ago
Comment by rcxdude 8 hours ago
Comment by pelorat 13 hours ago
Edit: https://aisler.net/en/partners/librepcb
LibrePCB from Aisler seems to be most like jlcpcb.
You do pay a lot more though due to industrial regulations. Only lead free solder is allowed in the EU, and chemical regulations and waste disposal laws will drive up the price a lot compared to similar services in China and the USA.
Comment by nitros 12 hours ago
Comment by willcarkner 13 hours ago
Comment by evilelectron 12 hours ago
Your timing could not have been better. Yesterday I was talking to a friend about starting a company to tap into the domestic solar inverter market that is about to have a healthy growth due to FCC banning foreign made inverters with radios.
We are planning to build it around STM32 or ESP32 with US parts sourcing and manufacturing.
We are in the project scoping phase. Hopefully we can get something going soon.
Comment by willcarkner 12 hours ago
Comment by yesod 11 hours ago
Comment by willcarkner 11 hours ago
Comment by scott_h 12 hours ago
- Sunstone
- Advanced Assembly
- Sierra Circuits
- Osh Park
They all have ~7 day lead time or shorter. It all comes down to choosing simple processes with generic parts.
Do you have your own machines or just outsource these orders and ensure the supply chain stuff moves along quickly?
I like the idea, more heads in the game makes it cheaper for everyone, but this seems like another hat in the ring.
Comment by willcarkner 12 hours ago
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Comment by throwaway672312 13 hours ago
The only domestic drivers for board fab and assembly are autmotive and defense. They already have their supply chains running.
Comment by willcarkner 13 hours ago
You're right that automotive and defense make up most of the demand. We also see demand from teams who can't use JLC/PCBway due to the difficulty of cosigning parts outside their catalogue.
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Comment by willcarkner 12 hours ago
We however plan to own the full stack, from design to board bring-up and testing. We believe that design is becoming commoditized with AI tools, but these systems need manufacturers that are involved from the start to bring down lead times.
Comment by otekengineering 11 hours ago
sounds like your goal is to be an embedded systems job shop based on AI instead of engineers? What's your value over existing AI-accelerated job shops that leverage existing quick-turn domestic PCBA suppliers? as a not-so-random example, https://otekengineer.com/
Comment by willcarkner 11 hours ago
We don't plan to do the design ourselves, we realize that our users will be using AI design tools that need to be integrated with the factory. We will build that link.
Comment by otekengineering 11 hours ago
it's not clear to me what the interface to the user is, or who the user is
Comment by willcarkner 6 hours ago
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Comment by willcarkner 12 hours ago
Releasing detailed capability docs on our website today or tomorrow.
Comment by namuol 13 hours ago
Oh
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Comment by tonyarkles 13 hours ago
> scalable business beyond being yet another Oshkosh
OSH Park is fabulous for what they do, but they don’t do PCBA.
I’m not OP, but I think I can provide some insight anyway:
> Outside of targeting specific sectors e.g. defence, how else do you plan to remain competitive globally
I think that trying to be competitive globally would be a dumb play for these folks, they’re optimizing for something different.
Defence is one sector where this model works, no doubt. But there’s a bigger market that doesn’t have a great domestic story yet (I’m in Canada and work with a variety of CA and US PCB/PCBA houses): fast-turn low-volume PCBA, either for prototype iteration or for industrial one-offs. While I work on a specific “sort of defence adjacent” project right now, my past consulting work would’ve benefitted quite a bit from being able to turn around full PCBA work in 7 days. Macrofab end-to-end was usually 3-4 weeks and cutting that iteration time down would’ve had a solid effect on reducing project timelines if it could’ve happened for a reasonable price. There are domestic manufacturers who have optimized for that… but the price was not something my clients were willing to pay to accelerate their projects. If this hits a sweet spot there… that’ll be really exciting for me.
(I’ve already sent it to my team to start looking at)
Comment by willcarkner 13 hours ago
> scalable business beyond being yet another Oshkosh
Yes, OSH Park is awesome. They could add PCBA, but we see the long-term value in owning the full stack (from design to testing of finished boards). Stops us from having a knife fight all the way down.
Comment by walrus01 13 hours ago
There are a number of small but very specialized US based defense sub-component manufacturers that support 15 to 20 people with very good paying jobs, building stuff exactly like NDAA compliant UAS flight controllers. Not everything needs to become gargantuan to be a success.
There can also be very good money in manufacturing specialized things that require the work to be done by US citizens with a TS or TS/SCI clearance if you can get into that market.
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