POET Technologies Inc. · NASDAQ:POET
POET Technologies — Shareholder Meeting (2020)
27 slides from POET Technologies's shareholder meeting presentation, Nov 1, 2020
Slide 1: POET Annual General Meeting 2020
POET Annual General Meeting 2020 A unifying platform for Chip-Scale Hybrid Integrated Photonics Suresh Venkatesan Chairman and Chief Executive Officer
Slide 2: Agenda
POET Annual General Agenda Meeting 2020 POET Vision and Mission Strategy Technology and Business Conclusion Questions and Answers
Slide 3: Vision and Mission
Vision: To become the global leader in chip-scale integrated photonics solutions by deploying our Optical Interposer technology, enabling seamless integration of electronics and photonics for a broad range of vertical market applications Mission: Establish an industry leadership position in chip- sc
Slide 4: Industry Mega Trends and Solutions Roadmap
Industry Mega Trends PROFILERATION OF GROWTH OF ADOPTION OF Cloud Computing Artificial Intelligence 5G and Edge Roadmap Solutions 100G/200G/400G Multiplexed Light 25G I-Temp POET Optical Engines Bars solutions Multiplexed Light Bars Co-packaged Optics Advanced PON
Slide 5: Focus on Competitive Differentiation
Focus on Competitive Differentiation - A unifying photonics hybrid integration platform Micro Optic Assembly POET Optical Interposer Functionality Interposer Passive Optical Device Integration Photonics | Optics | Electronics
Slide 6: From Platform to Products
Expanding capabilities of the From Platform to Products platform to enable next gen solutions “A product platform is not a product. It is CMOS Compatible Waveguide Passives a collection of common elements, Low Loss ; Single Mode waveguides O band and C band External Cavity Lasers especially the unde
Slide 7: Our 2020 Journey: Technology Development to Product Development
Our 2020 Journey Technology Development → Product Development Technology Development Product Development Proof Points Technology Feasibility Product Functionality Specifications Proof of Principle Product Specifications Implementation Market Entry unspecified Deterministic Product / Market entry Org
Slide 8: New Intellectual Property
New Intellectual Property We continue to build out our IP portfolio around the Optical Interposer Self Alignment features for efficient passive alignment of both active die as well as micro optics External cavity ‘athermal’ lasers essential for co-packaging optics Vertical Mirrors Electrical and Opt
Slide 9: Artificial Intelligence
Artificial Intelligence Source: Lightmatter Source : Intel • Increasing explorations of optical neural networks for inferencing in AI applications • Photonics are fundamentally : - Higher Performance Outside of Data Centers, AI represents a - More Energy Efficient compelling use case for co-packaged
Slide 10: Interposer Architectures for Co-packaged Optics Applications
Interposer Architectures for Co-packaged Optics Applications Digital and Analog Electronics Photonics IC Light Source Integrated Passive Optics Interposer Printed Heat sink Circuit Board • Coarse Through Silicon Vias (TSV) for power and low speed IO • Dense interconnects on interposer for 2.5D high
Slide 11: Strategy
Strategy Vivek Rajgarhia President & General Manager Innovation inspires growth
Slide 12: Cloud Data Centers – Exponential Growth
Cloud Data Centers – Exponential Growth Content providers deploying unprecedented level of global infrastructure Interconnect Bandwidth is growing across a variety of industries Data Growth drives cloud computing infrastructure spend
Slide 13: 5G Adoption and Proliferation
5G Adoption and Proliferation 5G accelerates network transformation
Slide 14: What does 5G mean to Photonics
What does 5G mean to Photonics 5G is Fiber Hungry and Needs Bandwidth
Slide 15: A Scalable High-Speed Optical Engine Platform
A Scalable High-Speed Optical Engine Platform Single Engine, Single Investment, Multiple Generations PIN AWG PD DeMux DML Wafer scale integrated CWDM/FR4 Mux / DeMux 1271nm DML AWG 1291nm DML Mux Flip-Chip Passively-Aligned DML and EML Lasers 1311nm DML 1331nm 100G Top Entry InP or Ge Photodetectors
Slide 16: Product Roll Out Strategy
Product Roll Out Strategy • Scalable Optical Engine Platform • 100G/200G • 400G Light Engines • 400G Receive Optical Engines • Scalable Optical Engine Platform • 400G • 5G Solutions
Slide 17: Product Roadmap driven by Customer Engagement
Product Roadmap driven by Customer Engagement 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 100/200G CWDM4 Alpha Beta Production Optical Engines Optical systems and module customer 400G Light Engine Alpha Beta Production Leading North American Optical systems customer 400G FR4 Receiver Pre-Alpha Alpha Beta P
Slide 18: Joint Venture – Objectives and Status
Joint Venture – Objectives and Status • Vertical integration manufacturing for Optical Engines (Cost) • Investment to scale production (Scale) • Sanan IC is a wholly owned subsidiary of Sanan Optoelectronics • World’s largest producer of compound semiconductor wafers • 20 Million wafers per year, us
Slide 19: Optical Interposer Manufacturing Strategy
Manufacturing Strategy Optical Photonic Assembly & Electronics Test Interposer Devices POET Owned and Strategic Sourcing Off-the-shelf POET JV Designed Co-Designed JV consolidates the POET Specified supply chain JV enables “at scale” manufacturing and a consolidated supply chain
Slide 20: Structure and Organization
Structure and Organization CORP. HQ: TORONTO, CANADA • FINANCE • INVESTOR RELATIONS • CORPORATE ADMINISTRATION SINGAPORE ALLENTOWN, PA SHENZHEN, CHINA JOINT VENTURE OPTICAL INTERPOSER PROCESS & OPTICAL ENGINE DESIGN & PRODUCT OPTICAL ENGINE DESIGN & ASSEMBLY & TEST DESIGN DEVELOPMENT VALIDATION MODU
Slide 21: Technology and Business
Technology and Business Suresh Venkatesan Chairman and Chief Executive Officer Innovation inspires growth
Slide 22: Product Designs Completed
Product Designs Completed Multiplexed Light Engines Scalable Optical Engine Receivers • 100G/200G Optical Engines • 400G Receivers • 400G EML based Optical Engines • 400G Light Sources
Slide 23: Systematic Product Design Validation underway
Systematic Product Design Validation underway Lasers and Laser Attach POET’s Multiplexer POET’s CWDM/FR4 DeMux PDs and PD Attach Fiducials Z Reference Directional Couplers and Power Taps Novel Spot Size Converter Design Edge die Fiber Coupling Loss Optimization in progress 1 TE 0.9 TM 0.8 Cumulative
Slide 24: 2020 Key Accomplishments
2020 Key Accomplishments Quarter 4 • Completed Tranche 1 of DLS Transaction 2019 • Hired Vivek Rajgarhia as President and GM • Completed Technology Validation of the Interposer principles with strategic partner Quarter 1 • Delivered prototypes as proof of concept 2020 • Defined end to end Platform r
Slide 25: Looking Forward
Looking Forward • Commence JV operations • New flip chip laser architecture for high accuracy passive alignment proven for product Quarter 4 implementation 2020 • Pre-Alpha Product Prototypes for 100G/200G scalable optical engines and multiplexed Light Source products for 400G DR and FR applications
Slide 26: POET Technologies Today
POET Technologies Today Team Established Technology Developed Products Designed Customers Committed Manufacturing Planned
Slide 27: POET
POET ae, NOR 1 oo es