Lightwave Logic, Inc. · NASDAQ:LWLG
Lightwave Logic — Investor Presentation (September 2024)
31 slides from Lightwave Logic's investor presentation, September 2024
Slide 1: Faster by Design: Investor Presentation September 2024
Faster by Design NASDAQ Investor Presentation LWLG September 2024
Slide 2: Safe Harbor
Safe Harbor The information in this presentation may contain forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. You can identify these statements by use of the words "may," "will," "should," "plans," "explores," "expects," "anticipates," "continue,
Slide 3: Corporate Overview
Corporate Overview Lightwave Logic is positioned for growth by leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power and integration with silicon foundaries… NASDAQ LWLG Large & Growing Proprietary EO Polymer Commercialization Share Price1 $2.95 Overall
Slide 4: Experienced Management & Board
Experienced Management & Board Dr. Michael S. Lebby Mr. Jim Marcelli Chairman & CEO President & COO 35+ years experience in photonics & semiconductors 35+ years experience in finance & operations Management Ronald A. Bucchi Craig Ciesla Independent Director Independent Director 35+ years experience
Slide 5: Why Lightwave Logic…Why now?
Why Lightwave Logic…Why now?
Slide 6: Why LWLG….Why now?
Why LWLG….Why now? • Silicon photonics has hit a wall in performance… • Our EO polymer material has world class performance • We can turbo-boost silicon photonics… •Our demonstrations this year are creating excitement in datacenters 6
Slide 7: Market dynamics
Market dynamics
Slide 8: Industry Demand Drivers
Industry Demand Drivers Macro-tailwinds driving adoption of next-generation components Switch Density AI, Cloud & Streaming Energy Usage Need For Space Need For Speed Need For Green Artificial Intelligence Real Estate Efficiency Cloud Services Energy Demand Streaming/Gaming Space is limited in data
Slide 9: Total Addressable Market, TAM
Total Addressable Market, TAM Blue 800G >120M units 16 00G Red Green 3200G Source: https://www.lightcounting.com/newsletter/july-2021-mega-data-center-optics-104 *TAM is for 800, 1600 & 3200 datacom segments only and does not include other fiber comms Sources: LWLG internal data, Lightcounting, othe
Slide 10: Polymers address broad growing markets
Polymers address broad growing markets Photonics Optical Optical Opportunity for Integrated Photonics Photonics Partner Components Transceivers* Transceivers* (PICs) Applications Type Market 2030* TAM (2024) TAM (2030) (Polymer, SiPh, InP) Fiber communications ~$60-80B $7B ~$40-60B Foundry, OEM/CM (
Slide 11: Polymer Modulator Opportunities
Polymer Modulator Opportunities Electro-optic polymer modulators for Upgrading to a ‘V8’… transceivers suppliers Electro-optic EO polymers ‘Turbo- enable higher polymer modulators boosting’ for Silicon Photonic SiPh… platforms Source: ePIX Fab performance data Electro-optic polymer modulators for “O
Slide 12: What We Do
What We Do
Slide 13: Perkinamine® chromophores
Perkinamine® chromophores Materials are ready for volume scale today 13
Slide 14: Award winning electro-optic polymers
Award winning electro-optic polymers Our polymers are world-class and proven by third parties Lightwave Logic Voted Electro-optic polymers can be used to ECOC 2023 Industry Innovation Award Winner fabricate optical modulators dipolar molecule (positive at one end, • Designed, simulated and negative
Slide 15: Leveraging Silicon Ecosystem
Leveraging Silicon Ecosystem Scalability with 200mm Wafers • Polymers can easily fit into silicon foundries compared to legacy and new exotic materials • Polymers extend silicon photonics performance • Polymers meet the performance for datacenter applications Volume scale silicon slot designs on 200
Slide 16: We design devices: Polymer Slot Modulator
We design devices: Polymer Slot Modulator Our polymers are easily fabricated in silicon fabs à ideal for heterogenous integration • Heterogeneous integration of polymer on Silicon Photonics Platform • Low drive voltage and small form factor for low power consumption and high density • Very high band
Slide 17: Industry leading performance
Industry leading performance
Slide 18: World-Class Performance…
World-Class Performance… 90 Gbaud, 180 Gbit/s, Vdrive < 2 V 100 Gbaud, 200 Gbit/s, Vdrive < 2 V Drive Voltage ~1V Up to 100GBaud PAM4 (200Gbps) Open eyes… 53 Gbaud, 106 Gbit/s, Vdrive < 2 V 53 Gbaud, 106 Gbit/s, Vdrive < 2 V Open eyes… Ideal for low voltage 800Gbps 4 channel pluggable transceivers 1
Slide 19: 3rd party use of Perkinamine® LWLG polymers
3rd party use of Perkinamine® LWLG polymers • World class performance EO polymers used for 400G lanes • Next generation node for datacenters • Potential to enable 4 lane pluggable transceiver at 1.6Tbps & 8 lane at 3.2Tbps Sources: ETH Zurich, Kulmer et al, OFC 2024 (W4H.5), LWLG Perkinamine™ chromo
Slide 20: Commercial focus…
Commercial focus…
Slide 21: Implementing a New Technology Platform
Implementing a New Technology Platform Licensing model provides inherent scalability Technology 2 Prong Strategy Goals to Drive Revenue Chromophore & Make polymers ubiquitous Polymer Matrix IP Product (just like OLEDs) Sales Have device/PIC teams use Devices & PIC EO polymers in their Architecture I
Slide 22: Patents Drive Licensing Opportunities
Patents Drive Licensing Opportunities Robust intellectual property (IP) portfolio enables licensing & tech transfer for long term revenue generation • Develop and license polymer- based technologies that are Materials Device Design engines for the internet, optical networking, data centers • Patent
Slide 23: Initial Licensing Agreement
Initial Licensing Agreement Secured initial market acceptance for polymer technology Represents commercial First Perkinamine® customer licensing market acceptance of our agreement secured in May 2023 polymers, with follow-on licensees in progress Agreement Structure: • LWLG to supply EO material • L
Slide 24: Commercial interest growing
Commercial interest growing Recent technology demonstrations of our polymer modulators World class results • Ideal for 800Gbps pluggable transceiver market with 200G lanes Types of visitors • Commercial Tier 1 companies include: • Hyperscaler/Datacenter companies • Telecom system companies • Optical
Slide 25: Scaling Growth…
Scaling Growth… We have the team and facilities to make polymer chromophore and polymer slot modulators ubiquitous Expanded Lightwave Logic facility operational: • Acquired almost 10,000 sq ft adjoining current facility, representing a 70% increase in available space • Fully utilized for manufacturi
Slide 26: Summary
Summary Turbo-charging silicon photonics with polymers for commercial traction… • Large & Growing Addressable Market: Optical pluggable transceivers market >$100B by 2030 • Proprietary EO Polymer Technology: Demonstrated 200Gbps 1V performance in 2024. • Commercialization Underway: Increased activit
Slide 27: Investor Relations Contact
Investor Relations Contact Lucas A. Zimmerman MZ Group - MZ North America 949-259-4987 LWLG@mzgroup.us mzgroup.us Faster by Design lightwavelogic.com 369 Inverness Parkway, Suite 350 Englewood, CO 80112
Slide 28: Appendix
Appendix
Slide 29: Near Term Commercial Activities & Goals
Near Term Commercial Activities & Goals Initial commercial activity developing well and is expected to grow in 2026 Value Prospects Leads Selection Customers Proposition Industry Dynamics • Hyperscalers, AI & Quantum Recent Review interest Selection of Plan is to computing focused solution providers
Slide 30: Maturing our Perkinamine® Platform
Maturing our Perkinamine® Platform We are enabling polymer devices to extend silicon photonics using our EO polymers… Patent filings 200Gbps, 1V slot >50 patents (device, materials, demonstrations High speed packaging) Commercial RWG MZ 70GHz RWG O-band design (1310nm) partnering modulator device de
Slide 31: Product Roadmap
Product Roadmap Key Development In qualification Available Electro-optic Perkinamine® chromophore platform materials MATERIALS PkM-6 series (designed for 400G lanes) NEW MATERIALS P2PIC™ platform 4 lane @ 200Gbps PIC & Silicon Photonics Package Package/Optical sub-assembly (4 lane) platform PACKAGIN
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