Slide 1: POET Technologies Inc.
POET Technologies Inc. NASDAQ:POET | TSXV:PTK Disruptive Photonics Platform for a new generation of Artificial Intelligence Computing and Data Centers November 6, 2023 © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | Public © POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | PUBLIC 1
Slide 2: Safe Harbor
Safe Harbor Forward-Looking Statements This presentation contains forward-looking statements and forward-looking information within the meaning of United States and Canadian securities laws, including but not limited to statements relating to revenue potential, growth and/or projections, as well as
Slide 3: POET Technologies: An Integral Player in the AI Ecosphere
POET Technologies: An Integral Player in the AI Ecosphere Ticker: POET Pure play AI hardware company delivering AI solutions Exchange: NasdaqCM Well-known markets with significant potential Stock Price(1): $2.70 $19 billion Total Addressable Market (TAM) by 20291 Shares Outstanding(1): 40.7M Invente
Slide 4: Experienced Executives with Deep Silicon Valley Hardware Expertise
Experienced Executives with Deep Silicon Valley Hardware Expertise Dr. Mo Jinyu, SVP & GM, Asia Dr. Suresh Venkatesan, CEO & Chairman • Former Sr. Director and Chief Scientist, MACOM’s Lightwave • Inventor of the POET Optical Interposer Business Unit - Asia • Founder and former CTO, Nexwave Photonic
Slide 5: Pure Play AI Hardware Company Delivering AI Solutions
Pure Play AI Hardware Company Delivering AI Solutions Commercialization underway with multiple customers Dr. Suresh OPEL Optical Interposer Venkatesan 100G CWDM4 International Invented Leaves post as CTO of Optical Engine RTO in 2006 launches GlobalFoundries in 2015 to Company shifts focus to compan
Slide 6: What is Photonics? A critical AI component
What is Photonics? A critical AI component Photonics uses Light for Data Communications and Sensing Why use Light instead of Electrons? • Light carries 10X more data • Light needs10X less power • Light produces 10X less heat • Higher speeds with less latency at lower cost! © POET © POET Technologies
Slide 7: Mega Trends Support Huge Growth of Photonics
Mega Trends Support Huge Growth of Photonics Photonics 1.0 Photonics 2.0 Photonics 3.0 1980-2000 : Birth of the Internet 2005-2025 : Web2.0 / Social Media / 3D Sensing 2025+ : Entering the Future INTRODUCTION OF PROFILERATION OF GROWTH OF Trans-oceanic Telecommunications Cloud Computing and Artifici
Slide 8: POET's Technology can SCALE When Others CANNOT
POET’s Technology can SCALE When Others CANNOT Incumbent technologies are not scalable for applications needing 100’s of millions and billions of units per year Millions/Year INCUMBENT VECTOR POET TECHNOLOGIES* Unit Volume ✘ ✓ 100s of Millions/Year Size ✘ ✓ Cost ✘ ✓ Billions/Year Power Consumption ✘
Slide 9: Semiconductorizing Photonics
“Semiconductorizing” Photonics POET’s technology allows photonics to scale the way semiconductors did Integrated Circuit Discrete Components Integrated Circuit Semiconductor • Smaller, Faster, Cheaper, in High Electronics Volume (Moore’s Law) • Transformed the semiconductor industry – and all other
Slide 10: POET's Optical Interposer enables light-based AI processing
POET’s Optical Interposer™ enables light-based AI processing AI will drive exponential growth for Photonics and for POET Challenges for conventional POET’s Optical Interposer-based Optical Engines and Light Sources • POET’s technology is well- electronic AI Processors: suited for assembling high- pe
Slide 11: POET Powers Advanced Solutions for Large Technology Companies
POET Powers Advanced Solutions for Large Technology Companies POET customers for the module designs expected to be introduced to the market in 2024 and go into production in 2024/25* POET CUSTOMER END POET PRODUCT END USER** MODULE MAKER APPLICATION 400G QUAD LR4 ADVA DATA COMM ARTIFICIAL 800G 2xFR4
Slide 12: Why POET Wins | Benefits to Customers
Why POET Wins | Benefits to Customers* Module cost 10 - 75% Lower Form Factor / Size 75%+ Smaller Wafer-level assembly & test >100X More Scale Chip-scale package 20% - 30% Lower Power CAPEX for assembly & test 10X Lower Platform technology Versatility for Multiple Applications *Based on Internal Est
Slide 13: Only POET has "semiconductorized" transceivers
Only POET has “semiconductorized” transceivers POET has no industry peers for wafer scale hybrid integration technologies Chip on Board Semiconductorized Hybrid Chip on Board (EML) (Silicon Photonics) Integration Makers in 2022* Top 10 Module • Lots of components, • Simplified integration convention
Slide 14: Module sales unlock larger TAM
Module sales unlock larger TAM Provides direct access to blue chip Data Centers and AI Customers Optical Engines Optical Module Today 2024 & Beyond I. POET Optical II. POET Optical III. POET Optical Interposers Engines Modules Leverage highly integrated optical engines to create complete modules: •
Slide 15: AI Value Chain
AI Hardware Enables the AI Software Market Optical Engine Supplier Optical Module Supplier AI Hardware Components Optical engines 800G – 1.6T 800G – 1.6T Remote Light sources AI Value Chain AI Hardware sub-Systems Transceivers for optical data pipes Module Companies Integrators AI Hardware Systems T
Slide 16: Target Markets with $19B TAM
Target Markets with $19B TAM Optical Modules & Packaged Light Sources POET Planned Revenue Drivers and Timing* CAGR for POET TAM in 3 segments 2023-24 Billions of US$ more than 230% annually over 5 years • Beta samples of light sources and 800G optical engines ship to POET customers • Initial produc
Slide 17: Manufacturing infrastructure in place and ready to scale
Manufacturing infrastructure in place and ready to scale 95 Total Employees Across 5 Countries 57 (POET) + 38 (Super Photonics Xiamen) Joint Venture SHENZHEN, CHINA Development & Super Photonics Xiamen (SPX) Applications Engineering • Joint Venture between POET and Sanan IC • Assembles, tests, packa
Slide 18: Key Metrics
Key Metrics Balance Sheet Snapshot Capitalization Snapshot (as of Oct. 31, 2023) US$ in Millions Weighted Ave. Total Cash (as of Jun 30, 2023) $8.5 Exercise Price Common Shares Outstanding 40,679,295 Total Debt (as of Jun 30, 2023) $0.0 Warrants Outstanding 563,318 $3.67 Management Options Outstandi
Slide 19: Investment Highlights
Investment Highlights Disruptive products applying to large, well-known markets with massive potential – $19 billion TAM by 2029 Technology proven out by leading companies Entered commercialization stage in 2023 - 7 customers represent near-term (3-year) revenue potential Products to be used by Tier
Slide 20: POET Technologies Inc. | NASDAQ: POET | TSXV: PTK
© POET Technologies Inc. | NASDAQ: POET | TSXV: PTK | PUBLIC 20