Slide 1: BluGlass Investor Presentation 2016
For personal use only 2016 BluGlass Investor Presentation GILES BOURNE MANAGING DIRECTOR BLUGLASS LIMITED INVESTOR PRESENTATION 2016
Slide 2: Corporate Overview
CORPORATE OVERVIEW For personal use only BOARD CORPORATE TOP AWARDS & SHAREHOLDERS GRANTS George Venardos Established as at 1 Aug. 2015 Chairman 2013 Giles Bourne Managing Director 2006 Australian Cleantech Competition Winner & 2013 Australian Cleantech Competition Manufacturing Award William Johnso
Slide 3: A Platform Technology
TECHNOLOGY A Platform Technology BluGlass is targeting the rapidly expanding LED, PV, and Power Electronics markets For personal use only Lighting Mobile devices & TVs LED Green & yellow LEDs UV LEDs Consumer electronics POWER Power Supply ELECTRONICS Data centers Auto Focus on industrial scale sola
Slide 4: Veeco Evaluation
VEECO EVALUATION Industry evaluation by market leader – equipment manufacturer For personal use only RPCVD Evaluation STATUS Positive initial 2 inch trials for green LEDs LED Worlds largest MOCVD Now progressing to 4 inch trials and equipment manufacturer greater collaboration NASDAQ: VECO Initial m
Slide 5: Lumileds Evaluation
LUMILEDS EVALUATION Exclusive Collaboration Agreement with market leader – device manufacturer For personal use only Collaborative evaluation with Tier-1 LED manufacturer WORLD LEADING LED Targeting enhanced performance and lower COMPANY EVALUATING cost LEDs using RPCVD RPCVD FOR NOVEL LED APPLICATI
Slide 6: Industry Challenge: High Temperature Growth
INDUSTRY CHALLENGE High Temperature Growth MOCVD – The Industry Incumbent Technology For personal use only CHALLENGES High temperature processes limits MQW performance (active region of LED) Uses ammonia as nitrogen source, produces toxic waste High temperatures limit use of large silicon substrates
Slide 7: The RPCVD Solution: Low Temperature Growth
THE RPCVD SOLUTION Low Temperature Growth RPCVD – Remote Plasma Chemical Vapour Deposition For personal use only BENEFITS Lower temperature manufacturing processes Lower cost inputs Higher performing devices More Environmentally friendly & sensitive BLUGLASS LIMITED INVESTOR PRESENTATION 2016 —7—
Slide 8: Timeline - Historical
TIMELINE - Historical BluGlass has made significant technical progress in bringing RPCVD towards commercialisation For personal use only NOV 2012 DEC 2013 APR 2015 JUL 2013 AUG 2014 Proof of concept; First customer Scaled-up RPCVD Veeco Instruments Produced LED films $3M awarded under revenues recei
Slide 9: Highlights FY 2015
HIGHLIGHTS FY 2015 BluGlass is now engaged with the industry to complete industry evaluation and acceptance of RPCVD For personal use only AUG 2014 NOV 2014 NOV 2014 APR 2015 MAY 2015 MAR 2016 JUL 2014 Appointed an Collaboration 10-fold Scaled-up RPCVD Received first Evaluation Improved device inter
Slide 10: Patents
PATENTS Hardware & Process Patents For personal use only 41GRANTED 15 6 PATENT PATENTS PATENT APPLICATIONS FAMILIES in key markets; China, Japan, USA & Europe BLUGLASS LIMITED INVESTOR PRESENTATION 2016 — 10 —
Slide 11: Commercialisation Paths
COMMERCIALISATION PATHS BluGlass continues to review all options for the commercialisation of its RPCVD technology For personal use only LIKELY PATHS STATUS License RPCVD technology In discussion with equipment & device LED Partner with LED device or equipment manufacturers manufacturer Evaluation i
Slide 12: Path to Market
PATH TO MARKET BluGlass is active in all four segments of its path to market For personal use only GROW FOUNDRY BUSINESS GAIN INDUSTRY DRIVE DEMONSTRATE ACCEPTANCE COMMERCIALISATION KEY APPLICATIONS Continue to work with MOCVD & RPCVD customers Complete industry BluGlass is evaluating a Improve devi
Slide 13: End Markets: LED
END MARKETS LED LED market is experiencing strong growth For personal use only 45% The LED lighting market is anticipated to grow 45% per year through 2020 $216B Global revenue from LED lighting systems is expected to total $216 billion through to 2024 Source: Navigant Research BLUGLASS LIMITED INVE
Slide 14: End Markets: Power Electronics
END MARKETS Power Electronics The Power Electronics markets also presents a growing opportunity for the RPCVD technology For personal use only $2.5B The GaN and SiC power electronics market is expected to be worth $2.5B by 2023 The emerging global market for SiC and GaN power electronics is expected
Slide 15: Service Business - Foundry
SERVICE BUSINESS - FOUNDRY For personal use only Multiple foundry BluGlass is now The foundry business customers conducting foundry continues to expose & a growing pipeline of and custom epitaxy BluGlass to new and new customers services for a variety emerging applications that of applications could
Slide 16: Service Business - Foundry
SERVICE BUSINESS - FOUNDRY For personal use only $300K COMMITTED WORK FROM A SINGLE US GROWING NEW BASED CUSTOMER FOR CUSTOM LEDs CUSTOMER PIPELINE (GREEN & BLUE) 2 Specialty application LED customers Key strategy is to attract customers requiring MOCVD 1 Laser Diode Company wanting to try hybrid RP
Slide 17: World Leading Team: Board of Directors
WORLD LEADING TEAM Board of Directors For personal use only GEORGE GILES WILLIAM CHANDRA GREG VIVEK VENARDOS BOURNE JOHNSON KANTAMNENI CORNELSEN RAO Chairman Managing Director Non-Executive Director Non-Executive Director Non-Executive Director Non-Executive Director 35 years experience in 20 years
Slide 18: World Leading Team: Management Team
WORLD LEADING TEAM Management Team For personal use only GILES DR. IAN STUART DR. MARIE PAUL BOURNE MANN UHLHORN WINTREBERT DUNNIGAN Managing Director COO/CTO Chief Financial Officer Chief Scientist Hardware & Technical Services 20 years experience in 20 year experience in 30 years experience in Fou
Slide 19: Facility & World Leading Team
FACILITY & WORLD LEADING TEAM For personal use only 1,200m2 FACILITY in Sydney, Australia 12 PROCESS HARWARE & DEVICE TEAM 9PHDs Currently generating REVENUE from custom epitaxy & contract R&D BLUGLASS LIMITED INVESTOR PRESENTATION 2016 — 19 —
Slide 20: Conclusion: Investment Highlights
CONCLUSION Investment Highlights For personal use only LED, Power & Foundry Solar sales Disruptive Multiple, Well funded, High end foundry A team with global Multiple platform growing end approaching & service leading expertise in awards & technology markets commercialisation capability semiconducto
Slide 21: Thank You
For personal use only THANK YOU bluglass.com.au BLUGLASS LIMITED INVESTOR PRESENTATION 2016