Poet Technologies Inc. · NASDAQ:POET
Poet Technologies — OTC Technology Virtual Conference 2020
29 slides from Poet Technologies's conference presentation, Apr 2, 2020
Slide 1: POET Technologies, Inc. OTC Technology Virtual Conference
POET Technologies, Inc. OTC Technology Virtual Conference April 2, 2020 12:00pm EDT Thomas R. Mika EVP & CFO © POET Technologies Inc. | OTCQX: POETF | PUBLIC © POET Technologies Inc. | PUBLIC 1
Slide 2: Safe Harbor
Safe Harbor This presentation contains forward-looking statements and forward-looking information within the meaning of U.S. and Canadian securities laws, including but not limited to statements relating to revenue potential, growth and/or projections such as those included at slides 8, 10, 22 and 2
Slide 3: POET Technologies, Inc.
POET Technologies, Inc. A Photonics Design & 25 Employees Development Company Indium Phosphide (InP) 62 Patents POET designed Lasers, Photo Detectors and Modulators manufactured by sub-contractors 02 Technology Platforms Optical Interposer Platform Passive Waveguides enabling wafer-level integration
Slide 4: Recent Accomplishments
The POET O ical I e e i ec g i ed a a potentially disruptive solution to key integration challenges in photonics, a key technology enabling global data Recent communications. Accomplishments Demonstrated proof of concept with a major customer and are in discussions with them and others about designi
Slide 5: Optics Dominate Global Data Communications
Optics Dominate Global Data Communications Virtually all long-distance communication in the world is carried by global fiber optic networks With few exceptions, all data transmission, both inside the data center and from the “cloud to the metro area is also via fiber optic networks © POET Technologi
Slide 6: Optical Engines - an Essential Component
Optical Engines - an Essential Component What essential device makes this communication possible? The Optical Transceiver especially The Optical Engine Optical engines convert digital electronic signals into light waves and back again at both ends of global fiber-optic networks © POET Technologies I
Slide 7: POET Optical Engine for Datacom Transceivers
POET Optical Engine for Datacom Transceivers Packaged Transceiver POET Optical Engine Inside Data Center Switch Transceiver Module © POET Technologies Inc. | PUBLIC 7
Slide 8: Examples of Facebook Data Center Investments
Examples of Facebook Data Center Investments Facebook Data Centers in 2018 Facebook Data Center in Fort Worth, TX Source: Facebook © POET Technologies Inc. | PUBLIC 8
Slide 9: The Market for Optical Transceivers in Mega Data Centers
The Market for Optical Transceivers in Mega Data Centers Data Center investments in Ethernet are large Revenues (~$4B) and growing rapidly 10 GbE 100GbE 200GbE 400 GbE POET Opportunity #1 Represents the best near-term target market 400G for Optical Engines from POET 400G Transceivers are still in de
Slide 10: The POET Optical Interposer Platform
The POET O ical I e e Pla f m - a novel, patented approach to device integration at wafer-level that addresses the high cost and complexity of integrating electronic and photonic devices Micro- Fiducial Wave mirrors Marks guides Optical Optical Die 1 Die 2 Waveguides Facets Electrical Die 1 Electric
Slide 11: Conventional Optical Engines
Conventional Optical Engines - built one at a time (currently approximately 60% units produced) Die bonding Wire bonding Lens Placement Chip on Carrier attach Lens Alignment CWDM4 Transceiver Mux Attach MPD Placement Controller Multiple Points Driver DC-DC Converters CDR or DSP for Failure! Fiber Al
Slide 12: POET Optical Engines
POET Optical Engines - built 500 at a time AND replacing multiple components CWDM4 Transceiver Many Fewer Points For Failure! Controller DC-DC Driver Fiber Alignment CDR or DSP Converters POET OE Tx/Rx Engine uC TIA Using Known- CDR or DSP Good Optical Engines In contrast to Conventional approaches,
Slide 13: Critical Technology Elements in a POET Optical Engine
Critical Technology Elements in a POET Optical Engine Assembly and Interposer Passive Devices Active Devices Optical Engine Backend Architecture & Lasers (CW and Mechanical (Sheer Filters Laser Coupling Process Control 25G DML) Stress) Detectors (25G Facets Power Taps Electrical Reflections and 56G)
Slide 14: Moving from Proof of Concept to Design-in and Qualification
Moving from Proof of Concept to Design-in and Qualification Process/ • Process development complete Tools • Prototype production flow in validation Quad PIN • Component reliability completed through 5000 hours testing Detector • Performance for 400Gbps achieved on second learning cycle since priorit
Slide 15: Eliminating Components and Miniaturizing the Optical Engine
Eliminating Components and Miniaturizing the Optical Engine Optical Engines (TOSA and ROSA) Control Electronics Replacing the Receive (ROSA) and Transmit (TOSA) modules With a single POET POET 10mm Optical Engine 30mm © POET Technologies Inc. | PUBLIC 15
Slide 16: Eliminating a Step in the Optical Value Chain
Eliminating a Step in the Optical Value Chain POET Optical Engine Integration of devices Enables Low into a single platform Cost Model Photonics Devices Modules & Optical Packaging Data Centers & ICs Systems Lasers PCB Modulators Cloud Data Centers TOSA Test Photodetectors ROSA Mechanical Enterprise
Slide 17: POET Optical Interposer Platform – One Investment, Multiple Products
POET Optical Interposer Platform – One Investment, Multiple Products Quad AWG Receiver DMux Known Good Devices DML 1271nm First Stage Interposer Assembly targeted at DML 1291nm AWG First Stage Interposer Laser Burn-in and includes Lasers and MPD for DML Mux Assembly 1311nm DML monitoring 1331nm 100G
Slide 18: Platform – One Investment, Multiple Products (200G)
POET Optical Interposer Platform – One Investment, Multiple Products Quad AWG Receiver DMux Known Good Devices DML 1271nm First Stage Interposer Assembly targeted at DML 1291nm AWG First Stage Interposer Laser Burn-in and includes Lasers and MPD for DML Mux Assembly 1311nm DML monitoring 1331nm 100G
Slide 19: Platform – One Investment, Multiple Products (400/800G)
POET Optical Interposer Platform One Investment, Multiple Products Quad AWG Receiver DMux Known Good Devices DML 1271nm DML First Stage Interposer Assembly targeted at 1291nm AWG First Stage Interposer Laser Burn-in and includes Lasers and MPD for DML Mux Assembly 1311nm DML monitoring 1331nm 100G C
Slide 20: POET Optical Interposer – A Disruptive Platform Technology
POET Optical Interposer – A Disruptive Platform Technology CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and Passive characterization Assembly Compatibility
Slide 21: Optical Interposer Platform – 100G
POET Optical Interposer – A Disruptive Platform Technology O Band CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and Passive 100G characterization Assembly Co
Slide 22: Optical Interposer Platform – 400G
POET Optical Interposer – A Disruptive Platform Technology O Band CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and Passive characterization Compatibility to
Slide 23: Optical Interposer Platform – 5G
POET Optical Interposer – A Disruptive Platform Technology O Band CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and Passive characterization Compatibility to
Slide 24: Optical Interposer Platform – PON
POET Optical Interposer – A Disruptive Platform Technology C Band CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and Passive characterization Compatibility to
Slide 25: Optical Interposer Platform – LIDAR
POET Optical Interposer – A Disruptive Platform Technology C Band CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and Passive characterization Compatibility to
Slide 26: Optical Interposer Platform – 100G PON Chip
POET Optical Interposer – A Disruptive Platform Technology O Band CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability waveguides O band and C band InP Known Vertical Mirrors Good Die Wafer level test and On Passive 100G Chip4 PON characterizatio
Slide 27: Total Semiconductor vs. Photonics Markets
POET Optical Interposer – A Disruptive Platform Technology CMOS Compatible External Cavity Waveguide Lasers Passives Low Loss ; SingleMode Low cost; High Scalability POET’s Optical Interposer Platform waveguides O band and C band Unlocks Tremendous Market Potential TOTAL SEMICONDUCTOR VS. InP Known
Slide 28: Executing on Growth Strategy
POET Executing on Growth Strategy Focus on Optical Interposer-based solutions 2022 Demonstrate device performance ORDERS FOR with existing key strategic customers PRODUCTION Expect NRE Revenue in 2020 DEVICES Win orders for production quantities 2021 in datacom in 2020-21 NRE REVENUE Expand co-devel
Slide 29: WAPOE |
WAPOE |
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