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Slide 2: Presentation to Hon Malcolm Turnbull
Presentation to Hon Malcolm Turnbull «Synopsis =. Business Profile = Key Staff / Facilities ig Value Proposition - . » Technology: 7 «Market Outline. & Business Model ~~ Intellectual Property
Slide 3: Synopsis — Gallium Nitride and Solid State Lighting
Synopsis — Gallium Nitride and Solid State Lighting The BluGlass business i is based on the commercialisation of z a novel. technology for manufacturing low s cost gallium. nitride wafers -GaN dominates the blue / green Light Emitting Diode. (LED) & UV Laser Diode (LD) market
Slide 4: Commercial
Commercial A$10M oversubscribed IPO in September 2006. - Strong international technical and commercial team. s = 3 _ oO 0 a o = a 3 Ga & w a 2
Slide 5: Management team: CEO, CTO, CFO
- — co ee (<2) > o =< : CEO - David Jordan. % sles i y Ms ha We ig Hie POU EC as lee rie a2 aN; se CTO — Dr Scott Butcher 2 CFO ~ Geoff King w Commercial in Contidence
Slide 6: _ Ji LP a i) . . ou ee see po Ge ee Ce
_ Ji LP a i) . . ou ee see po Ge ee Ce CC , ee y ee . Oe i oe) q Toe a yy
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Slide 8: Value Proposition
Value Proposition oe The BluGlass Remote Plasma Chemical Vapour Deposition (RPCVD) GaN manufacturing technology offers: os lower cost : safer and more environmentally b benign processing ae = environmentally beneficial end product (LED: s)
Slide 9: Value Proposition: Remote Chemical Vapour Deposition
Value Proposition Remote Chemical Vapour Deposition Cost reduction benefits over. industry standard processing ~ ~ = Low growth temperature ~ LOW Male = Large area deposition
Slide 10: Value Proposition: BluGlass and the Environment
Value Proposition -BluGlass and the Environment « Environmental Safety _ y orecess US
Slide 11: Value Proposition
Value Proposition © Lighting is responsible for around — saquenay mm 20% Of all electrical energy (2, 600 Thunder Bay Toronto / “ en John TWh pa acta : “ ena L's UD 8] IPs still ‘estoy! in Cat % Québec Montréal * LEDs are currently as efficient as: New York, Phitadelphia CFLs with potential to doubl
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Slide 13: Remote Plasma (RPCVD) vs Metal Organic (MOCVD)
Remote Plasma (RPCVD) vs Metal Organic (MOCVD) & -RPCVD requires process temperatures . around 600°C, significantly lower than 1,000°C typical of MOCVD Low orowlite iSwic
Slide 14: 2" - 4" 6" and beyond
2” - 4” 6” and beyond Presently using a third generation in-house -RPCVD system eo Less than 2% thickness deviation for GaN and.inN over 4”:deposition area. Commercial in Conjidence
Slide 15: Electroluminescence — Simple p-n Junction LED
Electroluminescence — Simple p-n Junction LED Light Spectra of'a p/n junction « 60 t 1 t t t 1 « EL Emission of p-n junction by Nakamura* Un Ok * From S. Nakamura, pg. 477, “GaN and 4 Qo# 2 Related Materials’, 1997 © © 40- | 3s > Boe a 2 & . 4 ree rl ty uN it 2% 2 ° hy Hl an N sl 4 Nw 4 | = 20 - 4 3
Slide 16: Electroluminescence - Heterojunction LED
Electroluminescence - Heterojunction LED p-GaN 150 nm InGaN, 40 nm n-GaN, 300 nm n contact ZnO, 140 nm =. The first RPCVD InGaN / GaN double heterojunction: device.on sapphire: showed continuous visible blue light emission. £0 SR ilar device siruciure on bullered glx ‘BS 8 showed blue'¢ morn es non
Slide 17: CFD - Gas Flow Modeling
CFD - Gas Flow Modeling _ 2D velocity iso-lir 2D is face TMGa gas manifold Commercial in Contidence _
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Slide 19: General High Brightness (HB-LED) Market
General High Brightness (HB-LED) Market Mobile ee Automotive Traffic Lights : 116 vnillion units ES i Total GaN cales] Total LED sales Signage revenue (USS US $450 m 5. 96, 97.98 BF 00. OL C2 "05 “G4 05.05 07
Slide 20: General Lighting
General Lighting * Aside from the expanding market for HB LEDs, a new, much bigger. opportunity is presented by the general lighting market, which has‘a current global market value of over US$100 “billion.
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Slide 22: Ownership Structure
Ownership Structure Blend of shareholders — approx 160 million shares - © Macquarie-University Sof 7 PSO a =) Major Corporate : . m i 4 ir an e “« Founder Shareholders: [ ss Small Investors. = Board / Employees
Slide 23: Business Plan
Business Plan ¢ BluGlass technology and IP GaN materials and deposition processes GaN manufacturing tool technology Specialised strategy Manufacture niche devices & wafers Provide Manufacture niche tools for R&D niche services applications Supply tool and license process Demonstration facility of RP
Slide 24: Business Plan - Key Aspects
Business Plan - Key Aspects RPCVD Tool Development reoneir melon tool alersaies Comt ule
Slide 25: Intellectual Property
Intellectual Properly | Strong IP. position, reviewed by Blake Dawson Waldron Two patents lodged i in National Filing and a additional provisional patents: lodged. : : National Filing Patents: Manut iacturing a Gallium Rich Gall um -» Method and Apparatus for growing a group (II!) metal . ~~ nitride
Slide 26: In Review: Reduced manufacturing cost of GaN
In Review 2 Reduced manufacturing cost of GaN “=. Environmental benefit underpinning market growth : a og toot Pers of commercial RPCVD : 00! BS Pot evente stve wo Strong Ip position .
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