Lightwave Logic, Inc. · NASDAQ:LWLG
Lightwave Logic — Corporate Update (January 2025)
12 slides from Lightwave Logic's corporate update, Jan 9, 2025
Slide 1: Corporate Update Call
Corporate Update Call January 9, 2025 1
Slide 2: Forward Looking Statements
Forward Looking Statements This slide presentation contains “forward-looking statements” and “forward-looking information” within the meaning of the Private Securities Litigation Reform Act of 1995. This information and these statements, which can be identified by the fact that they do not relate st
Slide 3: LWLG's New Leadership for Next Phase
LWLG's New Leadership for Next Phase Yves LeMaitre Thomas Zelibor CEO President • Photonics industry veteran with critical • Accomplished operational + strategic leader with global relationships strong technical background • 25+ yrs. experience in Optical Network and • Scaled companies to rapid grow
Slide 4: LWLG At A Glance
LWLG At A Glance Strong platform + favorable market dynamics to enable utilization of electro- optic polymers for high speed, low power AI and data center applications. Unprecedented Innovative EO Strong Patent Deeply Experienced Robust Balance Accelerating Demand Polymer Technology Portfolio Leader
Slide 5: Entering a New Stage for Lightwave Logic
Entering a New Stage for Lightwave Logic Seizing growth opportunities presented by AI Stage 1 Stage 2 Stage 3 Complete 2025 + 2026 Starting 2026 Technology & Customers & Products Scale-up & Materials Diversification Development Product Design-ins Production Silicon Photonics infrastructure Patents/I
Slide 6: AI Infrastructure Presents Large Opportunity
AI Infrastructure Presents Large Opportunity • Substantially higher number of interconnections in AI data center architecture • 10X vs traditional data center front-end • Power consumption becoming #1 challenge • Increasing bandwidth + reducing latency limited by legacy optical materials 6
Slide 7: AI & Data Center Market Opportunity
AI & Data Center Market Opportunity Unprecedented Growth + Opportunity from Global AI Demands and Adoption >10X Growth in 800G since 800G 2022 1.6T & 3.2T Largest 3.2T opportunity for LWLG >20X 3.2T Forecast growth for 1.6T since 2023 7
Slide 8: Polymers Overcome Current Technological Limitations
Polymers Overcome Current Technological Limitations Incumbent technologies no longer adequate for higher speed modulation (200G+) AI/Datacomm Speed Adoption "Waterfall" silicon photonics and other technologies ineffective at these GbE 1.6TbE 3.2TbE 800GbE 1.6TbE 400GbE 800GbE 200GbE 400GbE 200Gb/s 4
Slide 9: Technical Factors Favoring Adoption of Polymers
Technical Factors Favoring Adoption of Polymers Comparison of Modulator Material by Leading Photonic Vendor Modulator Material Modulator Type Reported BW Voltage TFLN MZM 110 GHz Sub-1 Vpp InP MZM IQ 100 GHz 1.1Vppd BTO MZM 110 GHz 1.9V SOH MZM - 0.92V Silicon Microring 67 GHz 0.8 Silicon Slow light
Slide 10: Uniquely Enabling AI Connectivity Ecosystem
Uniquely Enabling AI Connectivity Ecosystem Hyperscale AI Data Center Operators Optical Transceiver Suppliers Silicon Photonics Engines (PICs) Polymer Modulators Note: Companies represent examples of established entities per segment only. 10
Slide 11: Enhance Operational Excellence to Benefit Tier 1s and Foundries
Enhance Operational Excellence to Benefit Tier 1s and Foundries Key Areas of Focus: Backend Reliability + High-Speed RF Internal Materials Semiconductor Qualification Electronics Business Production Process Toolkit Expertise Processes Add rigor to our disruptive technology commercialization 11
Slide 12: LWLG At A Glance
LWLG At A Glance Strong platform and favorable market dynamics to enable the utilization of electro-optics polymers for high speed, low power AI and Data Center applications Unprecedented Innovative EO Robust Patent Deeply Experienced Solid Balance Accelerating Demand Polymer Technology Portfolio Le