Bluglass Ltd · ASX:BLG
Bluglass — Investor Presentation (June 2010)
15 slides from Bluglass's investor presentation, Jun 2, 2010
Slide 1: Technology & Commercialisation Update
For personal use only Technology & Commercialisation Update Giles Bourne, CEO Ian Mann, CTO / COO June 2010 BluGlass is a leading edge equipment manufacturer targeting two rapidly growing markets – LEDs for general lighting and large scale solar generation 1 TECHNOLOGY AND COMMERCIALISATION UPDATE J
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 an update. Any statements, opinions, or other material contained in this document do not constitute any commitments, representations or warranti
Slide 3: Overview
OVERVIEW For personal use only BluGlass’ technology is an alternative manufacturing platform offering significant advantages to manufacturers in the LED and solar industries BluGlass is developing a unique process using Remote Plasma Chemical Vapour Deposition (RPCVD) to enable lower-cost, lower-tem
Slide 4: The RPCVD Platform
THE RPCVD PLATFORM For personal use only RPCVD, a single process with two growth markets in LED and solar photovoltaic (PV) RPCVD is a versatile platform suitable for the growth of group III nitride wafers for LEDs and solar cells Its low temperature and potential scalability provide significant opp
Slide 5: Management Team
MANAGEMENT TEAM For personal use only Executive Management Board of Directors George Venardos – Interim Chairman and Non Executive Director Giles Bourne – CEO 30+ years in Insurance and Financial Services industry with some of Over 14 yrs experience in executive roles developing Australia’s leading
Slide 6: Progress to Date
PROGRESS TO DATE For personal use only A lower temperature manufacturing process is expected to deliver performance and cost advantages in the production of group III nitrides Commercial quality single crystal material is required to demonstrate the technology’s capability for customers. BluGlass is
Slide 7: Strategy
STRATEGY For personal use only BluGlass expects to deliver a 30% total cost of ownership advantage or saving of US $130.76 per 4” wafer Strategies Unlimited 2009 BluGlass believes that its technology will play a key role in disrupting the LED deposition equipment market. The company also expects to
Slide 8: Technology Roadmap
TECHNOLOGY ROADMAP For personal use only BluGlass has a growing patent portfolio in key LED and solar markets BluGlass is working on a ‘plug and play’ deposition platform and aims to meet the MOCVD benchmark as its market entry point The development aims to keep pace with the incremental improvement
Slide 9: Commercial Roadmap
COMMERCIAL ROADMAP For personal use only BluGlass intends to become a key player in the global semiconductor industry by developing low cost technology in a multi market approach to commercialisation To accelerate the development and path to commercialisation, BluGlass has put in place: New Manageme
Slide 10: Market Opportunity - Solar
MARKET OPPORTUNITY - SOLAR For personal use only There is one emerging solar material that has the capability of covering almost all of the usable solar spectrum - InGaN The greatest challenge preventing the wide-spread adoption of large scale solar is its current low efficiency and high cost in com
Slide 11: Solar Advantages
SOLAR ADVANTAGES For personal use only InGaN solar cells have theoretical high efficiency performance of more than 50% Indium Gallium Nitride (InGaN) has the potential Band Gap Efficiencies to utilise more of the solar spectrum through Silicon and other conventional solar cells absorb a band-gap eng
Slide 12: Market Opportunity - LED
MARKET OPPORTUNITY - LED For personal use only The LED equipment market is highly concentrated and ready for a new entrant The LED equipment market is currently dominated by 2 players (both MOCVD) Aixtron of Germany (Nasdaq : AIXG) Veeco of the USA (Nasdaq: VECO) Gross margins of 38-41% Equipment un
Slide 13: LED Advantages
LED ADVANTAGES For personal use only RPCVD is a technology that offers: A new IP approach Expected total cost of ownership advantage of more than 30% at 4” wafers Efficient generation of nitrogen Potential performance and scalability advantages. 13 TECHNOLOGY AND COMMERCIALISATION UPDATE JUNE 2010
Slide 14: Summary
SUMMARY For personal use only BluGlass will position the RPCVD technology for entry into the LED and PV industries, pursuing both markets, to provide the best shareholder return BluGlass aims to deliver: A new generation tool to accelerate the technology roadmap A strategic partner to assist with th
Slide 15: Thank you
For personal use only BluGlass Limited ASX : BLG Thank you For more information Stefanie Winwood – Investor Relations and Marketing 74 Asquith Street, Silverwater, NSW, 2128 02 9334 2300 swinwood@bluglass.com.au www.bluglass.com.au TECHNOLOGY AND COMMERCIALISATION UPDATE JUNE 2010