Slide 1: Entering the Global Laser Diode Market
BLUGLASS (ASX:BLG) ENTERING THE GLOBAL LASER DIODE MARKET OCTOBER 2019
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT This document has been prepared by BluGlass Limited to provide readers with an update of the Company and the Company’s technology. Any statements, opinions, technical data and information, or other material contained in this document, do not constitute commitments, represen
Slide 3: A New BluGlass Business
A NEW BLUGLASS BUSINESS Seees
Slide 4: Capitalising on Our Tunnel Junction Capabilities
BLUGLASS TO TARGET MARKET ENTRY IN LASER DIODES – LAUNCHES NEW BUSINESS UNIT GaN laser diodes (LDs) represent an emerging market opportunity in need of a competitive technology solution such as RPCVD. It represents a Serviceable Addressable Market (SAM) for BluGlass in excess of US$658M by 2025* Blu
Slide 5: Laser Diode Business Unit Technical Leadership Team
LASER DIODE BUSINESS UNIT TECHNICAL LEADERSHIP TEAM 20+ years’ experience in semiconductor industry leadership with significant laser diode industry BRAD SISKAVICH expertise and track record in transferring technology from prototype to commercial production. Brad Vice President of worked in senior r
Slide 6: Defining the Laser Diode Market Opportunity for BluGlass
DEFINING THE LASER DIODE MARKET OPPORTUNITY FOR BLUGLASS
Slide 7: Global Laser End-Market Forecast by Application Segments (2025)
GLOBAL LASER END-MARKET FORECAST BY APPLICATION SEGMENTS (2025) US$3.1B US$6.4B US$27B US$12.4B US$5.1B Source: Internal BluGlass modelling based on industry sources Industrial cutting/welding Life sciences Laser display Automotive 7 OCTOBER 2019 ENTERING THE GLOBAL LASER DIODE MARKET
Slide 8: The Commercial Laser Diode Opportunity
THE COMMERCIAL LASER DIODE OPPORTUNITY The Need The Solution • The market now demands high-brightness, high-efficiency GaN • BluGlass’ RPCVD and Active-As-Grown (AAG) epitaxial growth laser diodes, for a wide variety of end-use customers, in multiple technology enable a new Tunnel Junction-integrate
Slide 9: The GaN Laser Diode Opportunity Is a Good Fit for BluGlass
THE GaN LASER DIODE OPPORTUNITY IS A GOOD FIT FOR BLUGLASS
Slide 10: LED v. Laser Diode Light Emission
LED v. LASER DIODE LIGHT EMISSION GaN laser diodes and LEDs (light emitting diodes) are semiconductor devices grown under similar conditions - using the same III-nitride materials (BluGlass’ area of expertise) - but grown with different internal epitaxial structures to engineer different light chara
Slide 11: LEDs vs Laser Diodes
LEDs VS LASER DIODES The GaN LED and laser diode markets differ greatly in value, margin and volume, warranting a different market entry strategy. BluGlass will take a direct commercialisation path in the high-value, high-margin, defined volume, laser diode market due to a number of market factors i
Slide 12: Laser Diode Development Progress & Path to Commercialisation
LASER DIODE DEVELOPMENT PROGRESS & PATH TO COMMERCIALISATION A new business, now possible on the foundations already built and in place, that creates revenue as new global GaN device supply chain expertise is built CY2019 CY2020-21 CY2022-25 Launch of customer Tunnel junction breakthrough: Demonstra
Slide 13: Commercial Advantages of RPCVD for Laser Diodes
COMMERCIAL ADVANTAGES OF RPCVD FOR LASER DIODES
Slide 14: Laser Diode Value Proposition: RPCVD-Enabled Diodes
BLUGLASS LASER DIODE VALUE PROPOSITION: RPCVD-ENABLED DIODES Description RPVCD MOCVD Active-As-Grown (AAG) Technology Unique technology advantage proprietary to BluGlass’ RPCVD deposition technology ✓ × • Higher LD brightness and efficiencies Higher performing devices • Reduced optical loss ✓ × • Lo
Slide 15: The Laser Diode Market Opportunity for BluGlass
THE LASER DIODE MARKET OPPORTUNITY FOR BLUGLASS
Slide 16: Laser Diode Supply Chain Proposition
BLUGLASS LASER DIODE SUPPLY CHAIN PROPOSITION BluGlass aims to position its unique tunnel junction platform laser diode design as the industry benchmark for performance and efficiency. To achieve this, BluGlass aims to gain control and oversee fabrication end to end – from epitaxial growth through t
Slide 17: Laser Diode Supply Chain Proposition (from 2020)
BLUGLASS LASER DIODE SUPPLY CHAIN PROPOSITION BluGlass aims to position its unique tunnel junction platform laser diode design as the industry benchmark for performance and efficiency. To achieve this, BluGlass aims to gain control and oversee fabrication end to end – from epitaxial growth through t
Slide 18: Service Addressable Market for GaN Laser Diodes
SERVICE ADDRESSABLE MARKET FOR GaN LASER DIODES BluGlass has taken a conservative approach to analysing the growth opportunities (addressable markets) for high-performance GaN LDs BluGlass Service Addressable Market: GaN Laser Diodes US$M BluGlass is targeting an initial 6-10% ($US40-65M) market sha
Slide 19: Go-to-Market Strategy for Laser Diodes
BLUGLASS GO-TO- MARKET STRATEGY FOR LASER DIODES
Slide 20: Laser Diode Product & Supply Roadmap & Timetable
BLUGLASS LASER DIODE PRODUCT & SUPPLY ROADMAP & TIMETABLE Product Roadmap - Task Market Segment 2020 2021 2022 2023 LASER DIODE PRODUCT DEVELOPMENT R&D devices T Industrial - high-power A P Industrial - high-power B T P BluGlass Laser Diodes Industrial - high-power C T P Other market segments T Othe
Slide 21: Laser Diode Commercialisation Plan
BLUGLASS LASER DIODE COMMERCIALISATION PLAN BluGlass will target business opportunities in the global photonics industries as follows: Demonstrate technical Highly Experienced Expand Product Portfolio Support High Growth performance and long- Direct Sales Force and Market Segments Applications & Mar
Slide 22: GaN Laser Diode – Business Risk Assessment
BLUGLASS GaN LASER DIODE – BUSINESS RISK ASSESSMENT Technology Risk Market Risk Laser diode long-term reliability Macro-economic conditions slow the adoption rates laser cutting • Laser diode burn-in and long-term reliability testing & verification and welding systems required prior to commercial vo
Slide 23: New Business Builds on Existing BluGlass Commercialisation Strategy
NEW BUSINESS BUILDS ON EXISTING BLUGLASS COMMERCIALISATION STRATEGY Leveraged to large and growing markets: Application of BluGlass’ RPCVD technology to multiple high-growth markets. RPCVD technology has demonstrated performance advantages in a number of photonics market segments: laser diode, LED,
Slide 24: Thank You
THANK YOU Giles Bourne, Managing Director BluGlass Limited (ASX:BLG) admin@bluglass.com.au www.bluglass.com.au