Bluglass Ltd · ASX:BLG
Bluglass — Investor Presentation (June 2022)
18 slides from Bluglass's investor presentation, June 2022
Slide 1: BluGlass (ASX:BLG) Launches prototype products & expands US operations
BLUGLASS (ASX:BLG) Launches prototype products & expands US operations June 2022 BLUGLASS INVESTOR PRESENTATION JUNE 2022
Slide 2: Forward Looking Statement
FORWARD LOOKING STATEMENT This document has been prepared by BluGlass Limited to provide readers with an update of the Company and the Company’s technology. Any statements, opinions, technical data and information, or other material contained in this document, do not constitute commitments, represen
Slide 3: BluGlass Overview
BLUGLASS OVERVIEW BLUGLASS INVESTOR PRESENTATION JUNE 20223
Slide 4: Company Overview
COMPANY OVERVIEW BluGlass Limited (ASX:BLG) develops and manufactures leading gallium nitride (GaN) semiconductor materials and laser diode technology for the industrial, scientific and biotech markets. EXPANDING LAUNCHES PROTOTYPE STENGTHENED OPERATIONS PRODUCTS EXPERT TEAM 86 INTERNATIONAL PATENTS
Slide 5: Leadership Team
LEADERSHIP TEAM BOARD OF DIRECTORS MANAGEMENT TEAM James Walker Jim Haden Dr Ian Mann B-Comm, FCA, GAICD PhD, MBA, Msc, Bsc-ENG, FAICD MsEE BEE EXECUTIVE CHAIR CHIEF OPERATIONS & PRESIDENT TECHNOLOGY OFFICER Vivek Rao Dr Josh Brown MS-EE, BSc-Elec Brad Siskavich BSME (Mech-Engineering), MBA PhD (Phy
Slide 6: Industry Overview - Laser Revenue Growth Forecast (2019-25)
INDUSTRY OVERVIEW - LASER REVENUE GROWTH FORECAST (2019 – 2025) Laser revenue has almost tripled in past decade Driven by the adoption of high-tech applications around the globe such as smart phones and TV’s, 3D printing, electric vehicle and renewable energy storage, as well as significant growth a
Slide 7: Market Overview - Global GaN Laser Revenue Forecast by Segment
MARKET OVERVIEW – GLOBAL GAN LASER REVENUE FORECAST BY SEGMENT (2019-2025) GaN Laser Revenue (Laser Systems) $2,500 $2,000 US$2.5B $1,500 GaN Laser Systems Revenue opportunity by 2025 $1,000 $500 $0 2020 2021 2022 2023 2024 2025 BluGlass’ Service Available Market opportunity by 2025 is Display & Lig
Slide 8: Industry Overview - BluGlass Target Markets
INDUSTRY OVERVIEW – BLUGLASS TARGET MARKETS Industrial Scientific BioTech BluGlass’ Scientific Product BluGlass’ BioTech BluGlass’ Industrial Product Addressable Market by 2025 is Product Addressable Market by 2025 is Addressable Market by 2025 is US$240M US $80M US $60M Wavelengths: (405nm, 420nm,
Slide 9: Expanding Operations in Silicon Valley
EXPANDING OPERATIONS IN SILICON VALLEY BLUGLASS INVESTOR PRESENTATION JUNE 20229
Slide 10: BluGlass Silicon Valley - Fremont CA, USA
BLUGLASS SILICON VALLEY – FREMONT CA, USA 19,000 sq ft purpose-built move in ready Laser Diode Manufacturing facility with full-suite 2”- 4” production facility 10 BLUGLASS INVESTOR PRESENTATION JUNE 2022
Slide 11: BluGlass Laser Diode Supply Chain Post Acquisition
BLUGLASS LASER DIODE SUPPLY CHAIN POST AQUISITION Previous in-house steps Steps brought in-house with acquisition DESIGN/MODEL EPITAXIAL WAFER WAFER WAFER GROWTH FABRICATION FABRICATION SUBSTRATE STEP 2 THINNED SUBSTRATE N-CONTACT CLEAVE METALISATION + HR COATING *BluGlass + Contract Manufacturer AR
Slide 12: Lower Cost of Wafer Production from 2024
LOWER COST OF WAFER PRODUCTION FROM 2024 Wafer fabrication costs front and back end Production cost crossover $12,000 point is reached in CY2024 $10,000 when cost per wafer drops $8,000 below $4800. $6,000 ▪ Burdened internal wafer costs include: $4,000 ▪ Rent, electricity, IT, facilities, and a con
Slide 13: Speed and Agility Are Fundamental to Innovation
SPEED AND AGILITY ARE FUNDAMENTAL TO INNOVATION Faster Development Expert Team Current turn cycle limited to 4-5 development BluGlass has acquired with the facility a iterations/year despite multiple contract highly skilled, expert manufacturing team manufacturers (CMs) with decades of laser diode p
Slide 14: Outlook
OUTLOOK BLUGLASS INVESTOR PRESENTATION JUNE 2022 14
Slide 15: First Prototype Products Shipped to Customers
FIRST PROTOTYPE PRODUCTS SHIPPED TO CUSTOMERS BluGlass launches alpha products BluGlass has shipped its first fully packaged laser diode prototypes 405nm and 420nm alpha products will be integrated within a customer’s new product design and development cycles for testing An alpha product is an advan
Slide 16: Delivering Against Clear Product Development Pipeline
DELIVERING AGAINST CLEAR PRODUCT DEVELOPMENT PIPELINE BluGlass has demonstrated strong progress on initial product offering MM: Multi Mode SM: Single Mode 16 BLUGLASS INVESTOR PRESENTATION JUNE 2022
Slide 17: Investment Highlights
INVESTMENT HIGHLIGHTS Fast-track Demonstrated LD Delivering on clear Large & Growing company goals Improvements roadmap Markets BluGlass’ acquisition of a Strong performance Global laser revenue is full-suite production fab improvements in latest BluGlass is delivering on its forecast to exceed US$2
Slide 18: Thank You
THANK YOU BluGlass Limited (ASX:BLG) www.bluglass.com.au BLUGLASS INVESTOR PRESENTATION JUNE 2022