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Slide 2: BluGlass — Presentation to Investors
BluGlass — Presentation to Investors BluGlass profile ~ Outline | People Facilities" ~~ Shareholding “Market segments — ~ «No ‘high brightness light emiting diodes “<" No.2 general lighting Technology Business model _ Value proposition Intellectual property e, & sos - Cal eee
Slide 3: BluGlass — Gallium Nitride and Solid state lighting - LEDs
BluGlass — Gallium Nitride and Solid state lighting -LEDs uGlass business is based upon the commercialisation of a nove . technology for manufacturing low cost galliurn nitride wafers GaN dominates the high brightness Light emitting diode ( HB-LED) market:
Slide 4: BluGlass — business profile
BluGlass — business profile ® A$10m (US$.8 m) ov oversubscribed IPO i in September 2006. a e- Formed'to commercialise novel technology to make gallu nitride ; : (Gan) epi wafers on oe substrate at low temperatures. oe bas 260 spon 10 ee Je Commercial
Slide 5: Key executives
a & e H Ives YO OTT CTO ~ Scot Butcher ern ph CEO - David Jordan Key execut oS y ne le a7) OTC CFO — Geoff King”
Slide 6: New Facilities
New Facilities Lo area rocess a a ee De _ a ee a a a ES ee oo a bility 7 Lo a oe ie om 656m a a a
Slide 7: Ownership Structure
Ownership Structure . ‘Blend of shareholders — approx 160 million shares ~~ Macquarie University oo Board = Employees “Major corporate oe Small investors eee weep 1 : : se { Hig to > Foundersharehotters GUN pial Mattia Tibi jee ee
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Slide 9: BluGlass — Markets
BluGlass — Markets. General high brightnes Mobile . . Automotive Appliances . US 2 billion or 12 billion ‘units US 500 million or. . 2 billion units Traffic Lights US.50 million or 116 million units ‘otal GaN sales| ‘otal LED sales Signage revenue (USS bition) US 450 million or 1.4 billion units
Slide 10: BluGlass — Markets
BluGlass — Markets General Lighting market size US $ 100 + billion ( World Bank ) LED benefits over Incandescent Lighting —. Efficiency — eo Cal eee
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Slide 12: BluGlass — Technology Status
BluGlass — Technology Status : BluGlass has made three substantial developments i in its technology to : move closer towards its business goals. 4) Established a functional LED by. RPCVD ¢ on buffered sapphire and commercial glass 2) 3) ‘Commercial Tool development of own RPCVD. al eee
Slide 13: Technology - RPCVD
Technology - RPVCD RPCVD growth technique involves nitrogen. plasma source, remote from the substrate to avoid induced ionic damage to the film ~ during growth. * The Benefits of RPCVD over. industry standard Lower growth temperatures Low-cost subsire Thinner. devices - Nose of ammonia tes. ~ Lower
Slide 14: Larger area capability - 4" 6" and beyond
Larger area capability- 2 /4 7 £6 > and beyond ‘Presently using a third generation in- “house -~RPCVD system +The system is currently depositing on. 2”-and 4” wafers. «GaN deposition over 6” area has - demonstrated good uniformity. GaN grown on 4” borosilicate glass. ‘Cm AMS
Slide 15: Device Development RPCVD produced LED
Device Development RPCVD produced LED p-GaN 150 nm InGaN, 40 nm n-GaN, 300 nm n contact ZnO, 140.nm. The first RPCVD InGaN. LED device o on sapphire showed continuous visible blue light emission. a Miler device structure on bulfered glass showed blue emiss lori: Complete structure grown at < 650°C o
Slide 16: Reaction Chamber Design - Computational Fluid Dynamic Modeling
Reaction Chamber Design - Computational Fluid Dynamic Wiodeling ‘TMGa gas manifold: magnitude. VelocityMagnitude — m/‘s a i al ee Commercial in Confidence
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Slide 18: What is the BluGlass Value Proposition
What is the BluGlass Value Proposition BluGlass will offer the market place a manufacturing process which will ~save.costs at the epi wafer level with potential downstream (device) cost savings. The technology offers. both a low cost, cleaner, safer and more environmentaily benign process. ; “ - Cos
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Slide 20: BluGlass - Business Plan
BluGlass - Business Plan BluGlass technology and IP GaN maierials and depasition processes GaN manufacturing tocl technology Specialised strategy _ |Manufacture niche devices & wafers Provide niche R&D services Manufacture} tools for niche applications Main strategy Supply tool and license process |
Slide 21: Key aspects of Business Plan — Thrusts
Key aspects of Business Plan — Thrusts Develop our own design of deposition tool- RPCVD License packaged process and epi wafer production MSG MMANUIC ca ee
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Slide 23: BluGlass business plan over next months
BluGlass business plan over next 18 months ~ BluGlass will develop its technology over the next eighteen months to: a Dave lope néw deposition ted to grow GaN oni both glass c ~~ Refine the process and develop scalability in. wafers from 2 inch to 4 inch then to.6 inch-and rene if downstream process
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Slide 25: Intellectual Property
Intellectual Property Strong IP position, reviewed by Blake Dawson Waldron Two patents lodged. One i in 1 National filing, one under PCT. protection and one provisional. es es 2 for Manulac’ clurin ng a 3 oP 0 = Method and Apparatus for growing a group (Ill) metal nitride film and a group (ill) meta
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