Slide 1: BluGlass Presentation July 2012
For personal use only BLUGLASS PRESENTATION GILES BOURNE, CEO, BLUGLASS LIMITED JULY 2012 BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 2: Disclaimer
DISCLAIMER For personal use only This document has been prepared by BluGlass Limited to provide existing and prospective investors in BluGlass Limited with a summary of progress to date. Any statements, opinions, or other material contained in this document do not constitute any commitments, represe
Slide 3: Executive Summary
EXECUTIVE SUMMARY For personal use only BluGlass has patented processes for exploiting Remote Plasma Breakthrough Chemical Vapour Deposition (RPCVD) ✓ Technology Applicable to several large end markets Superior performance potential for LED and PV devices enabled Performance and through BluGlass’ un
Slide 4: Recent Announcements
RECENT ANNOUNCEMENTS For personal use only TEM IMAGE AT INTERMEDIATE MAGNIFICATION BluGlass produces high quality crystalline GaN films using low RPCVD GaN layer temperature RPCVD Independent Expert verification of film quality MOCVD GaN layer The achievement of high quality crystalline GaN films gr
Slide 5: Low Defect Density RPCVD GaN
LOW DEFECT DENSITY RPCVD GAN For personal use only BluGlass has made inroads towards proving the commercial potential of RPCVD Significant progress towards TEM IMAGE AT LOW MAGNIFICATION minimising impurities to Cap layer within industry acceptable RPCVD GaN ranges Interface The crystal quality is a
Slide 6: Contents
CONTENTS For personal use only BLUGLASS OVERVIEW 7 Fast Facts Virtual Tour A Platform Technology THE LED OPPORTUNTITY 10 A Low Temperature Process Target Market Features Equipment Market THE SOLAR OPPORTUNITY 16 What is CPV Why InGaN CPV Why RPCVD for InGaN CPV Target Market Features ROADMAP and HIG
Slide 7: Virtual Tour
VIRTUAL TOUR For personal use only 7 BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 8: Fast Facts
FAST FACTS For personal use only 8 BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 9: A Platform Technology: RPCVD Tool
A PLATFORM TECHNOLOGY For personal use only RPCVD TOOL 9 BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 10: LED Opportunity
For personal use only LED OPPORTUNITY “It is estimated it is possible to alleviate the need for 133 nuclear power stations in the US by the year 2025 if white solid state lighting is implemented” Professor Shuji Nakamura BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 11: Potential Value Proposition of a Low Temperature Process
POTENTIAL VALUE PROPOSITION OF A LOW TEMPERATURE PROCESS For personal use only ✓ Low temperature process ✓ Potential performance advantages ✓ Low cost inputs ✓ Substrate flexibility ✓ High potential for scalability 11 BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 12: Performance Advantages for LED
PERFORMANCE ADVANTAGES FOR LED For personal use only A low temperature growth system such as RPCVD offers LED manufacturers compelling performance advantages at several stages of device growth LED STRUCTURE GROWN USING MOCVD BENEFITS OF RPCVD GROWTH The higher temperature growth of the p-GaN top lay
Slide 13: Target Market Features
TARGET MARKET FEATURES For personal use only BluGlass is targeting the high value / high MOCVD UNITS SHIPPED margin LED equipment market US$6.1Billion opportunity through to the end of the decade1 Veeco estimates ~400-800 machines shipped annually for LEDs to 20162 Two global (NASDAQ) MOCVD companie
Slide 14: Equipment Market Share
EQUIPMENT MARKET SHARE For personal use only The MOCVD market is highly concentrated and is currently dominated by two key players: Aixtron of Germany and Veeco of the USA EQUIPMENT MARKET SHARE Source: IMS Research Quarterly GaN LED Supply and Demand Report March 2012 14 BLUGLASS PRESENTATION – JUL
Slide 15: Market Driver
MARKET DRIVER For personal use only 15 BLUGLASS PRESENTATION – JULY 2012 WWW.BLUGLASS.COM.AU
Slide 16: For personal use only
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