Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — Investor Presentation (April 2024)
19 slides from Poet Technologies's investor presentation, April 2024
Slide 1: POET Technologies Inc. - A Pure-Play AI Datacom Hardware Company
POET Technologies Inc. NASDAQ:POET | TSXV:PTK A Pure-Play AI Datacom Hardware Company April 2024 © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | Public © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | PUBLIC1
Slide 2: Safe Harbor Statement
Safe Harbor Statement Forward-Looking Statements This presentation contains forward-looking statements and forward-looking information within the meaning of United States and Canadian securities laws, including but not limited to statements relating to revenue potential, growth and/or projections, a
Slide 3: Investment Highlights
Investment Highlights 1 Pure-play in Datacom Hardware for AI - Leading-edge high speed data transmission (800G ++) 2 Industry-Disruptive Technology Platform - Validated with leading customers and qualified for production 3 Large, High-Growth Multibillion Dollar Markets - Extreme demand for AI Cluste
Slide 4: Three Key Artificial Intelligence Segments
Three Key Artificial Intelligence Segments SOFTWARE & SVCS DATACOM PROCESSORS Analytics, inferences, machine learning, Communicating data between servers, Processing and storing data and training, and emulating human tasks data centers, home / office over fiber executing software commands using opti
Slide 5: The Invisible but Critical Link
The Invisible but Critical Link AI processors, AI software, AI service providers and AI end-users are linked through “optical modules” - yet few outside the industry know what they are “Optical Modules” are transmit and receive POET 800G+ Module Solutions for Global Markets devices (“transceivers”)
Slide 6: Extreme Demand for High-Speed Optical Modules
Extreme Demand for High-Speed Optical Modules AI service providers are furiously building out specialized data centers with 800G and above transceivers to handle the speed and bandwidth requirements $6,000 • POET’s Optical Engines and Modules are built for OPTICS DEMAND BY SPEED speeds of 800G and a
Slide 7: What makes POET different?
What makes POET different? POET automates production by replacing job-shop assembly techniques used since the 1990’s in photonics with state-of-the art semiconductor technology Engines and Optical Engines built hundreds at a time with wafer-level assembly Modules built one-at-a-time with high Capex
Slide 8: Why "semiconductorize" photonics?
Why “semiconductorize” photonics? POET’s products are lower cost, lower power, smaller and scalable – all key competitive advantages Module cost 10 - 30% Lower Form Factor / Size 75%+ Smaller Wafer-level assembly & test >100X More Scale Chip-scale package 20% - 30% Lower Power CAPEX for assembly & t
Slide 9: POET Product and Business Evolution
POET Product and Business Evolution The POET Optical Interposer™ is a disruptive invention in the field of photonics – it is the basis for all POET optical engine and module products 2018 - 2021 2022 - 2023 2024 and beyond I. POET Optical II. POET Optical III. POET Optical Interposers Engines Module
Slide 10: Competitor Landscape
Competitor Landscape Only 2 of the Top Ten Suppliers in 2010 appeared on the list in 2022 - rapid market share gains come from new technology and end-user sponsorship Conventional Assembly with Semiconductorized Hybrid Conventional Assembly some SiPh Components Integration Makers in 2022* Top 10 Mod
Slide 11: Advanced Solutions for Large Service Providers
Advanced Solutions for Large Service Providers POET optical engines, light sources and modules - introduced to the market in 2024 and in production in 2024/25* POET CUSTOMER END POET PRODUCT END USER** MODULE MAKER APPLICATION 400G QUAD LR4 ADVA DATACOM ARTIFICIAL 800G 2xFR4 LUXSHARE INTELLIGENCE PO
Slide 12: Manufacturing - Ready to Ramp
Manufacturing - Ready to Ramp POET prepared for high volume manufacturing by forming a joint venture with San’an, the world’s leading producer of LEDs, with no cash investment by POET 95 Total Employees Across 5 Countries 57 (POET) + 38 (Super Photonics Xiamen) XIAMEN, CHINA Super Photonics JV Engin
Slide 13: Deep Semiconductor and Photonics Hardware Expertise
Deep Semiconductor and Photonics Hardware Expertise Dr. Mo Jinyu, SVP & GM, Asia Dr. Suresh Venkatesan, CEO & Chairman • Former Sr. Director and Chief Scientist, MACOM’s Lightwave • Inventor of the POET Optical Interposer Business Unit - Asia • Founder and former CTO, Nexwave Photonics • Principal I
Slide 14: Long-Term Financial Model
Long-Term Financial Model* As a public company POET is unable to provide a financial forecast except under NDA The table below provides an indication of potential based on an internal model The key to a higher GM% vs. module competitors is POET’s wafer-level, chip-scale integration of components - r
Slide 15: Key Metrics
US$ in Millions Key Metrics Balance Sheet Snapshot Capitalization Snapshot (March 15, 2024) Total Cash (as of Dec. 31, 2023) $3.0 Common Shares Outstanding 48,183,038Weighted Ave. Exercise Price Warrants Outstanding 7,285,907 $1.31 Total Debt (as of Dec. 31, 2023) $0.0 Management Options Outstanding
Slide 16: Pure Play AI Hardware Company Delivering AI Solutions
Pure Play AI Hardware Company Delivering AI Solutions Commercialization underway with multiple customers Dr. Suresh OPEL Venkatesan Optical Interposer International Invented 100G CWDM4 Leaves post as CTO of RTO in 2006 launches GlobalFoundries in 2015 to Company shifts focus to Optical Engine compan
Slide 17: Proprietary Technology Solution – POET Optical Interposer
Proprietary Technology Solution – POET Optical Interposer™ Extending Semiconductor Wafer Level Chip Scale Packaging (WLCSP) to Photonics An Electrical Interposer POET Optical Interposer POET Optical Engine Electrical Electrical Optical Die 1 Die 2 Die 2 Electrical Layer Electrical Layer Electrical L
Slide 18: Vastly Simplified Design for Datacom/Telecom Transceivers
Vastly Simplified Design for Datacom/Telecom Transceivers Data Communications Challenges Conventional Discrete Assembly of Multiple Components • Serial data communication channels have not been able to keep up with Mux 22.5mm ROSA • the pace of bandwidth growth. Number of communications lanes DSP F
Slide 19: © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | PUBLIC 19
© POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | PUBLIC19
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