Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — MoneyShow Accredited Investor Virtual Expo (December 2021)
28 slides from Poet Technologies's conference presentation, Dec 7, 2021
Slide 1: POET Technologies Inc.
POET Technologies Inc. PTK:TSXV POETF:OTCQX MoneyShow – December 7, 2021
Slide 2: Safe harbor
Safe harbor This presentation contains forward-looking statements and forward-looking information within the meaning of U.S. and Canadian securities laws, including but not limited to statements relating to revenue potential, growth and/or projections, as well as the expected performance of products
Slide 3: Presentation Outline
Presentation Outline Photonics and Technology Overview Markets and Potentials Company Operations Products and Roadmap Customer Engagement PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 3
Slide 4: Optical Transceivers for Data Centers
Optical Transceivers for Data Centers POET is focused on a market with high potential for disruption and growth • Large Market: >$3B market growing to >$6B by 2025 Data and Tele- • High Volume: Communications Products made to known industry standards • Sales: Competition is based on performance and
Slide 5: Photonics Enables Many New Products
Photonics Enables Many New Products Photonics is the technology of generating and harnessing light Cutting-edge uses of lasers, optics, fiber-optics, and electro-optical devices in numerous and diverse fields Photonics applications and devices require the integration of electronic, photonic and opti
Slide 6: Conventional Assembly of Transceivers Not Sustainable
Conventional Assembly of Transceivers Not Sustainable Assemble multiple components and sub-assemblies one at a time - align and optimize signal (“active alignment”) with each component and sub-assembly placement No Economies of Scale - linear (1 to 1) relationship between unit output and capital inv
Slide 7: Integration and Wafer Scale Production
Integration and Wafer Scale Production Full integration of multiple active components with passive alignment at wafer scale using semiconductor assembly techniques Large Economies of Scale - non-linear (> 1 to 1) relationship between unit output and capital invested How POET Wins ✓ Simplified Packag
Slide 8: POET Wins with Optical Interposer Platform
POET Wins with Optical Interposer Platform The benefits of POET’s Optical Interposer add up to a truly disruptive entry into large-scale photonics markets Module cost 20-40% Lower CAPEX investment for module 10X Lower assembly & test Chip-scale package 20% Lower Power Wafer-level assembly and test >
Slide 9: Presentation Outline
Presentation Outline Photonics and Technology Overview Markets and Potentials Company Operations Products and Roadmap Customer Engagement PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 9
Slide 10: Large Market for Optical Transceivers
Large Market for Optical Transceivers Even as 400G emerges, the100/200G segments continue to be large and attractive served markets for POET Optical Transceiver Market Forecast - SALES Optical Transceiver Market Forecast - UNITS Billions of US$ Millions of Units Annually $6.5 $6.30 $5.70 2021 2026 $
Slide 11: Many Other Large Markets Need POET's Optical Interposer
Many Other Large Markets Need POET’s Optical Interposer The Global Market for Photonics* was >$576B in 2019 and growing to >$1.2T in 2030, nearly a 7% annual CAGR Communications Computing Sensing Data and Tele- Edge Artificial Medical Autonomous Communications Computing Intelligence Technology Vehic
Slide 12: POET's Datacoms deployment has matured many building blocks relevant to Chip Scale Spectrometers
POET’s Datacoms deployment has matured many building blocks relevant to Chip Scale Spectrometers Multi-level Waveguide High Resolution Gratings Co-packaging of Electronics Interferometers, technology scalable from with minimal phase errors and Photonics on a Directional Couplers and VISIBLE to NIR c
Slide 13: POET's Tech is key to unlocking new Health Tech Apps
POET’s Tech is key to unlocking new Health Tech Apps POET’s commercial focus about to turn to wearable devices, and mobile and medical devices, representing an attractive 2025 TAM of >$48B Blood Hydration Alcohol POET’s Optical Interposer enables a Oxygen seamless integration of visible to IR spectr
Slide 14: POET to Target Medtech / Wearables Markets
POET to Target Medtech / Wearables Markets $48B+ TAM in 2025 Short Term Target Markets Large market opportunity as growing universe of healthcare monitoring devices incorporate additional sensing capabilities Wearables Smartphones Devices Blood pressure monitor, pulse oximeter, body temperature moni
Slide 15: >$1B Annual Sales Opportunity in Current and Target Markets
>$1B Annual Sales Opportunity in Current and Target Markets Optical BioSensing >$1 Billion Annual Transceivers 5G Co-Packaged Computing Watches and LIDAR Revenue Potential for Datacom Networks Optics and Edge Mobile Applications Devices Market Size SAM $2-3.5B annually $3-5B $2-3B $3-5B $30B $1-3B a
Slide 16: Presentation Outline
Presentation Outline Photonics and Technology Overview Markets and Potentials Company Operations Products and Roadmap Customer Engagement PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 16
Slide 17: World Class Management Team
World Class Management Team Executive Team Dr. Suresh Venkatesan Vivek Rajgarhia Thomas Mika CEO and Chairman President & General Manager Exec. Vice President & CFO • SVP Technology at GlobalFoundries • SVP and GM, MACOM • Chairman, Rennova Health • Various Senior roles at Motorola & • CEO and Co-Fo
Slide 18: Global Development and Manufacturing
Global Development and Manufacturing SZHENZHEN, CHINA Applications Engineering TORONTO, CANADA Corporate Headquarters XIAMEN CHINA Joint Venture ALLENTOWN, USA Assembly, Test, Optical Engine Sales Product KULIM, MALAYSIA Development Silterra SINGAPORE Interposer Interposer Manufacturing Development
Slide 19: JV Adds World-Class Manufacturing and Scale
JV Adds World-Class Manufacturing and Scale Super Photonics Xiamen – POET and Sanan IC Joint Venture (JV) Virtual vertical integration of manufacturing for Optical Engines Ability to rapidly scale production to thousands of devices per month Sanan IC | Xiamen Sanan Integrated Circuit Co., Ltd. • Xia
Slide 20: Range of Forecasted Revenue for SPX
Range of Forecasted Revenue for SPX On a unit basis, the SPX forecast is based on market share estimates in each segment ranging at the highest estimate from 18% to 30% US$ Millions JV Forecasted Revenue Range in 100/200/400G Optical Engines 350 300 300 250 240 200 180 150 140 150 100 90 50 25 15 1
Slide 21: Presentation Outline
Presentation Outline Photonics and Technology Overview Markets and Potentials Company Operations Products and Roadmap Customer Engagement PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 21
Slide 22: Size Matters – Highest Data Density per mm²
Size Matters – Highest Data Density per mm² POET’S 100G/ 200/400/800G and 1.6Tb Optical Engines 6mm 9mm 6mm 400Gbps DeMux Mux 9mm Monitor Photo Diodes 1.6Tbps POET’s Interposer solutions pack a punch DML Engines : 5X smaller High Speed Thermistor DML SiPh Engines : 3X smaller PDs Pad Laser Bank PTK:
Slide 23: POET's Platform Enables Rapid Deployment
POET’s Platform Enables Rapid Deployment POET’s Platform technology enables the reuse of key features and tools, shortening the development process and allowing the launch of multiple products simultaneously 100G/200G FR4 PRODUCTS 100G LR4 PRODUCTS With the only integration platform in the world for
Slide 24: Roadmap to Commercial Products
Roadmap to Commercial Products Alpha Beta Production 100G CWDM Solutions 2H 1H 2H TX, RX, TXRX 21 22 22 100G LR4 Solutions 1H 2H TX, TXRX 22 22 200G CWDM and LR4 2H 1H 2H Solutions 21 22 22 400G Solutions 1H 2H 1H DR1, DR4, FR4 22 22 23 Si Photonics Modulator Custom Light Bar 1H 2H 1H Solutions* 22
Slide 25: Presentation Outline
Presentation Outline Photonics and Technology Overview Markets and Potentials Company Operations Products and Roadmap Customer Engagement PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 25
Slide 26: Engaged with Leading Companies
Engaged with Leading Companies Customer Traction at Leading Module and System Companies Illustrative Pipeline of Customers Targeted >35 Active Discussion >20 Requested Samples >10 6 Finalizing Project Plan Committed 4 PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 26
Slide 27: Why Invest in POET Now?
Technology proven out by leading companies First rate management team with public company track records Disruptive technology applying to large and known markets with huge potential Why Invest in Just entering New Product Introduction / Commercialization POET Now? stage (revenue ramp in 2022) Not wi
Slide 28: WWW. POET-TECHNOLOGIES.COM
WWW. POET-TECHNOLOGIES.COM
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