Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — Shareholder Meeting (June 2023)
18 slides from Poet Technologies's shareholder meeting presentation, Jun 30, 2023
Slide 1: POET Technologies Inc. Annual General and Special Meeting
POET Technologies Inc. POET: NASDAQ | PTK: TSXV Annual General and Special Meeting June 30, 2023 © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | PUBLIC © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | CONFIDENTIAL 1
Slide 2: Forward-Looking Statements
Forward-Looking Statements Safe Harbor This presentation contains forward-looking statements and forward-looking information within the meaning of United States and Canadian securities laws, including but not limited to statements relating to revenue potential, growth and/or projections, as well as
Slide 3: POET Technologies at a Glance
POET Technologies at a Glance 1 3 “Semiconductorization” of Photonics Initial Target Markets: Transceivers for with a Disruptive Platform Cloud Data Centers and Light Sources Technology for Artificial Intelligence 2 4 POET Optical Interposer™ Delivers Customer Penetration Underway – Compelling Value
Slide 4: Market: High Speed Data Communications
Market : High Speed Data Communications Two key market inflection points represent major growth opportunities, both playing to POET’s strengths and driven by customers Millions of Units Data Communications Transceiver Module Unit Forecast Millions of Units Artificial Served Intelligence Market for P
Slide 5: Why Photonics is a big deal for Artificial Intelligence
Why Photonics is a big deal for Artificial Intelligence I/O Bandwidth and Power dissipation concerns! • Need enough bandwidth between all GPUs to keep them fully utilized • Need to bridge the growing gap between memory demand and supply • Reduce power consumption and carbon footprint • External Ligh
Slide 6: Key Challenges in Photonics
Key Challenges in Photonics Incumbent technologies are not scalable for applications needing 100’s of millions and billions of units per year INCUMBENT Millions/Year VECTOR TECHNOLOGIES POET REASON Unit Volume ✘ ✓ Manufacturing, test and packaging is fully automated 100s of Millions/Year Size ✘ ✓ Co
Slide 7: Proprietary Technology Solution – Optical Interposers
Proprietary Technology Solution – Optical Interposers Extending Semiconductor Wafer Level Chip Scale Packaging (WLCSP) to Photonics An Electrical Interposer POET Optical Interposer POET Optical Engine Electrical Electrical Optical Die 1 Die 2 Electrical Layer Die 2 Electrical Layer Electrical Layer
Slide 8: Why POET Wins | Benefits to Customers
Why POET Wins | Benefits to Customers* Module cost 10-40% Lower Form Factor / Size 75%+ Smaller Wafer-level assembly & test >100X More Scale Chip-scale 20% - 30% Lower Power package CAPEX for assembly & test 10X Lower Platform Versatility for Multiple Applications technology *Based on Internal Estim
Slide 9: Manufacturing: From Wafers to Optical Engines to Modules
Manufacturing: From Wafers to Optical Engines to Modules Joint Venture POET between POET + currently owns and Sanan IC 80% interest Optical Interposer Optical Engine Optical (CMOS Wafers) Assy/Test Modules POET And Other Module Suppliers Photonic Components 200mm (manufactured to POET POET proprieta
Slide 10: Super Photonics Xiamen
Super Photonics Xiamen Super Photonics Xiamen (SPX) • Joint Venture between POET and Sanan IC • Assembles, tests, packages and sells Optical Engines based on POET’s Optical Interposer technology Value Creation SPX Operations Center and Clean Room Entrance • Formed in 2019 as a Chinese company • Inde
Slide 11: POET's Optical Engine Product Lines
POET’s Optical Engine Product Lines POET Legacy™, POET One™, POET Infinity™ and POET Starlight™ Products 800G RX + TIA InfinityTM 100G LR4 TX 400G Tx + DRIVER 400G RX + TIA StarlightTM 100G LR4 RX CW Source ©©POET POET Technologies Inc. Technologies Inc. | NASDAQ: | NASDAQ: POET POET | TSXV: | TSXV:
Slide 12: Product Release Plans 2023 - 2024
Product Release Plans 2023 - 2024 Data Communications Artificial Intelligence 100G CWDM4 Tx and Rx Released StarlightTM Quad Complete Modules C-Band POET OneTM (TxRx) Q3 2023 LR4 Tx and Rx Q3 2023 Octal Q4 2023 LR4 Quad Tx and Rx Q4 2023 Engines 200G FR4 Tx Q3 2023 FR4 Rx Released LightBarTM Modules
Slide 13: Major Announcements YTD 2023
Major Announcements YTD 2023 POET Technologies Announces First Volume Purchase Order for Its POET Technologies to Demonstrate 800G Optical Engines and Light Optical Engines Source Products at OFC 2023 Toronto, Ontario, May 11, 2023 -- POET Technologies Inc. (“POET” or the “Company”) (NASDAQ: POET |
Slide 14: 11 Current Projects with 7 Key Customers
11 Current Projects with 7 Key Customers Combined $150M 3-year Revenue Potential* Targeted Customer Project Project Timeline Status contract - Phase II SOW signed and design activity Celestial AI 1. Phase II: POET Starlight Complete Mar’23 to Dec’23 started 2. 4x100G LR4 - 4x100G LR4 Beta phase ADVA
Slide 15: Technology and Business Strategy
Technology and Business Strategy Building on Interposer and Optical Engine Expertise to offer Finished Modules to End Users for Data Centers and AI Today Future I. POET Optical II. POET Optical III. POET Optical Interposers Engines Modules • Plan to add a third set of capabilities for design and dev
Slide 16: Investor Outreach Campaign
Investor Outreach Campaign • GOAL: To increase awareness of POET to audiences likely to invest, with a focus on the U.S • RESULTS: ü 300% - growth in monthly websites visits from Dec‘22 to June‘23 ü 100% - month-over-month visits (May ‘23) ü 3 to 1 – U.S. visitors to Canadian visitors ü 2,300 – visi
Slide 17: Summary
SUMMARY Innovative, patented optoelectronic integration platform and technology Only known technology that can meet volume, size, cost and energy requirements for future photonics products in large, high-growth markets, including Datacom/Telecom and Artificial Intelligence hardware Partnered with le
Slide 18: © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | CONFIDENTIAL
© POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | CONFIDENTIAL 18