Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — Investor Presentation (December 2024)
18 slides from Poet Technologies's investor presentation, December 2024
Slide 1: Pure Play AI Datacom Hardware
PURE PLAY AI DATACOM HARDWARE Investor Presentation / Q4 2024 #POETpowersAI @POETTechnologies @POETtech @POETtechnologies NASDAQ:POET | TSXV:PTK
Slide 2: Safe Harbor Statement
SAFE HARBOR STATEMENT Forward-Looking Statements could differ materially due to a number of factors, including, without limitation, operational risks in the completion of the Company’s anticipated projects, delays or changes in plans with respect to This presentation contains forward-looking stateme
Slide 3: The Story: POET Powers AI
THE STORY: POET POWERS AI 200G/lane transmit POET provides transceiver and chip-to-chip optical engine compute solutions to customers engaged in AI hardware and AI clusters. 200G/Lane Our partners are POET is significantly ahead of the market with 200G/lane the world’s top design architectures for i
Slide 4: Investment Highlights
INVESTMENT HIGHLIGHTS Pure-Play in AI Datacom Hardware Large, High-Growth Multibillion Dollar Markets Leading-edge high-speed data Extreme demand for AI clusters “ transmission (800G, 1.6T - plus and data center networks. 3.2T on the way). POET’s hybrid-integration platform technology will Industry-
Slide 5: 3 Key Artificial Intelligence Segments
3 KEY 1 SOFTWARE & SVCS Analytics, inferences, $150B $1.3T ARTIFICIAL (2023) (2030) machine learning, training, and emulating human tasks 37.2% INTELLIGENCE CAGR1 SEGMENTS 2 DATACOM LINKS Communicating data between servers, data centers, home / office over $4.8B $10.9B fiber optic networks (2023) (2
Slide 6: The Invisible but Critical Link
THE INVISIBLE BUT CRITICAL LINK Point-To-Point Ethernet is used for communications AI processors, AI software, AI service among AI processors inside the data center and from the providers and AI end-users are linked data center to other data through “optical modules” - yet few outside centers and to
Slide 7: Extreme Demand for High-Speed Optical Modules
EXTREME DEMAND OPTICS DEMAND BY SPEED1 $6,000 Global market for FOR HIGH-SPEED $5,000 800G expected to reach $5.3B by 2028 – a 65% CAGR OPTICAL MODULES Annual sales ($ mn) $4,000 Inflection Point for 800G in 2023 $3,000 Gbits/second 40 AI service providers are furiously $2,000 50 building out specia
Slide 8: What Makes POET Different
WHAT MAKES Conventional Discrete Job Shop Assembly POET DIFFERENT Engines and Modules built one at a time with high Capex and high Labor Costs. Multiple components and sub-systems requiring active alignment. POET automates production by replacing job-shop assembly techniques in photonics, used since
Slide 9: Competitive Advantages
COMPETITIVE KEY ADVANTAGES FOR MODULE MAKERS ADVANTAGES • Simplified BOM • Lower Complexity of Assembly POET’s Optical Interposer revolutionizes • One Module Design for Multiple Products optical engine and module assembly through Hybrid Integration, Passive Assembly and Platform Scalability. Module
Slide 10: Advanced Solutions for Large Service Providers
ADVANCED POET PRODUCT POET CUSTOMER MODULE MAKER END USER2 END APPLICATION SOLUTIONS FOR 800G and 1.6T LARGE SERVICE FOXCONN AI SYSTEMS Optical Engines PROVIDERS 800G Optical Engines LUXSHARE AI SYSTEMS POET optical engines, light sources and modules ⎯ introduced to the market in 2024 POET Starlight
Slide 11: Hybrid Lasers for High Bandwidth
HYBRID LASERS 400GHz spacing 200GHz spacing 50GHz spacing FOR HIGH • >50mW of fiber coupled power BANDWIDTH • > 100mA of mode hop free CHIP-TO-CHIP performance DATA COMUNICATION Hybrid Lasers enable low-cost >50mW of fiber coupled power implementation of multi-channel > 100mA of mode hop free light
Slide 12: Customer Focus
CUSTOMER EXTENDING EMLs INTO NEXT GENERATION TRANSCEIVERS • Mitsubishi’s 400G lasers cannot be used in conventional FOCUS assembly with wire bonds – too much cross-talk • Requires an integration platform • Reliable, inexpensive, field-proven EMLs are preferred laser solution for end-users at 800G 1.
Slide 13: Competitor Landscape: Top 10 vs. POET
COMPETITOR Conventional: Multiple Conventional: Full chip-scale LANDSCAPE: Chips on Board Partial Integration Integration TOP 10 VS. POET UTILIZATION OF WAFER-SCALE ASSEMBLY / Only 2 of the Top Ten REDUCTION OF ACTIVE ALIGNMENTS Suppliers in 2010 appeared on the list in 2022 ⎯ rapid market share gai
Slide 14: Manufacturing Ready to Ramp
MANUFACTURING TORONTO, CANADA Corporate READY TO RAMP Headquarters XIAMEN, CHINA Super Photonics JV Engine Manufacturing & Sales ALLENTOWN, USA POET prepared for high-volume Product Design & Development PLM manufacturing in two locations: KULIM, MALAYSIA Silterra Interposer SHENZHEN, CHINA Developme
Slide 15: Deep Semiconductor and Photonics Hardware Expertise
DEEP SEMICONDUCTOR AND PHOTONICS HARDWARE EXPERTISE Dr. Suresh Venkatesan Raju Kankipati Thomas Mika CEO & Chairman Chief Revenue Officer Executive Vice President & CFO • Inventor of the POET Optical Interposer • CRO includes sales management, supply • Overall responsibility for Finance & • Principa
Slide 16: Commercialization Underway with Multiple Customers
COMMERCIALIZATION UNDERWAY WITH MULTIPLE CUSTOMERS 100G CWDM4 SUPER PHOTONICS OPTICAL ENGINE 15 ADDITIONAL XIAMEN (SPX) First live OPTICAL ENGINES & 800G OPTICAL 200G/LANE MITSUBISHI ELECTRIC JV with Sanan IC demonstration of LIGHT SOURCES MODULE ARCHITECTURE 400G Lasers into 800G Tx formed and valu
Slide 17: © POET TECHNOLOGIES INC. / INVESTOR PRESENTATION / Q4 2024
© POET TECHNOLOGIES INC. / INVESTOR PRESENTATION / Q4 2024 17
Slide 18: Contact
NASDAQ:POET | TSXV:PTK @POETTechnologies @POETtech @POETtechnologies CONTACT Headquarters Investor Contact POET Technologies Inc. Thomas Mika 120 Eglinton Avenue East, Suite 1107 Executive Vice President Toronto ON M4P 1E2 & Chief Financial Officer tm@poet.tech Phone: (416) 368-9411 Fax: (416) 322-5
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