Aeluma, Inc. · NASDAQ:ALMU
Aeluma — Investor Presentation (October 2023)
28 slides from Aeluma's investor presentation, Oct 3, 2023
Slide 1: Investor Presentation October 2023 - Sensing Reimagined
Investor Presentation October 2023 © Aeluma, Inc. All Rights Reserved. Sensing Reimagined TM
Slide 2: Forward Looking Statements
Forward Looking Statements © Aeluma, Inc. All Rights Reserved. This presentation contains summary information about Aeluma, Inc . (“Aeluma”) as of the date hereof . The information in this presentation is of general background and contains an overview and summary of certain data selected by the mana
Slide 3: At a Glance
© Aeluma, Inc. All Rights Reserved. At a Glance Aeluma, Inc. (OTCQB: ALMU) Goleta, California Tranformative semiconductor chip company High performance combined with scalability Markets : Automotive LiDAR, Mobile, AR/VR, Communication, Defense & Aerospace, AI Team : ~15 people IP : ~23 issued and pe
Slide 4: Background on Automotive LiDAR
Background on Automotive LiDAR High - Performance Semiconductor Sensors for Autonomous Systems © Aeluma, Inc. All Rights Reserved. 4 LiDAR: Light detection and ranging; InGaAs: Indium Gallium Arsenide; InP: Indium Phosphide; FPA: Focal plane array. Note: Outcomes cannot be guaranteed. Sources of ima
Slide 5: The Aeluma Approach to Sensor Manufacturing
The Aeluma Approach to Sensor Manufacturing High - Performance Technology with Large - Diameter Substrate Manufacturing © Aeluma, Inc. All Rights Reserved. 5 InGaAs: Indium Gallium Arsenide; InP: Indium Phosphide; LiDAR: Light detection and ranging; FPA: Focal plane array Source of image: https:// w
Slide 6: Aeluma's Technology Breakthrough
Conventional manufacturing of InGaAs photodetector arrays Aeluma high - performance InGaAs photodetector arrays with Silicon manufacturing ط Highly automated and ability to produce many arrays per wafer ط 10X lower manufacturing cost for mass market applications 16X wafer area Moving from 3 - inch t
Slide 7: Wafer-Scale Integration and 3D Packaging
Wafer - Scale Integration and 3D Packaging Silicon Manufacturing Environment Enables Advanced Integration and Packaging © Aeluma, Inc. All Rights Reserved. 7 Sources of images: A. Rogalski, Optical Engineering, 42(12), 2003; https:// www.allaboutcircuits.com/news/moores - law - xperi - new - die - t
Slide 8: Automotive LiDAR Aiming to Service a Broad Market
© Aeluma, Inc. All Rights Reserved. Automotive LiDAR Aiming to Service a Broad Market High - Performance Semiconductors for Sensing and Communications 8 • Consumer vehicles • Robotaxis • Trucking Industrial and Logistics • Robotics • Delivery robots • Factory automation • Logistics • Security Defens
Slide 9: Aiming to Service a Broad Market
© Aeluma, Inc. All Rights Reserved. Aiming to Service a Broad Market High - Performance Semiconductors for Sensing and Communications 9 Industrial and Defense & Communications, Logistics Aerospace Quantum and AI • Robotics • Imaging and LiDAR • Telecommunications • Delivery robots • Security • Data
Slide 10: NEWS: First Ever Revenue Reported
NEWS: First Ever Revenue Reported © Aeluma, Inc. All Rights Reserved. 10 Aeluma has met or beat all of its milestones Achieving revenue after only little more than 2 years from our initial private placement financing Aeluma’s Annual Report on Form 10 - K Reports Revenue from Multiple Customers Aelum
Slide 11: CHIPS Act Microelectronics Commons
CHIPS Act Microelectronics Commons Aeluma Hub Leader USC Named Recipient of CHIPS Act Program Award © Aeluma, Inc. All Rights Reserved. 11 ● Deputy Secretary of Defense announced $238 million in CHIPS funding for the establishment of Microelectronics Commons regional hubs ● According to the announce
Slide 12: Aeluma's Initial Focus on Automotive LiDAR
© Aeluma, Inc. All Rights Reserved. Aeluma’s Initial Focus on Automotive LiDAR ● LiDAR is essential for Autonomous Driving (AD) and Advanced Driver Assistance Systems (ADAS). 1 ● Mid - and long - range LiDAR sensors require InGaAs - based receivers 2 , however, InGaAs manufacturing is expensive and
Slide 13: Aeluma's Goal: Increased Visibility and Longer Range Cost Effectively
© Aeluma, Inc. All Rights Reserved. Si: Silicon Aeluma’s Goal: To Provide Increased Visibility and Longer Range Cost Effectively Manufacturing high - performance InGaAs photodetector arrays at Silicon cost levels Aeluma’s disruptive InGaAs - on - Si is scalable and cost - effective without sacrifici
Slide 14: Automotive OEM LiDAR Demand: Volvo
© Aeluma, Inc. All Rights Reserved. 14 Emerging Market: Automotive OEM LiDAR Demand is Increasing Volvo Will Install Lidar on All New Vehicles Recently it was announced that Volvo will install LiDAR systems onto all new vehicles to help identify potential dangers at extreme distances. Source and Ima
Slide 15: Automotive OEM LiDAR Demand is Increasing
Emerging Market: Automotive OEM LiDAR Demand is Increasing © Aeluma, Inc. All Rights Reserved. Source: https:// www.theverge.com 15 Note: Past results are not indicative of future results. Outcomes cannot be guaranteed.
Slide 16: Automotive OEM LiDAR Demand: Toyota
Emerging Market: Automotive OEM LiDAR Demand is Increasing © Aeluma, Inc. All Rights Reserved. 16 Image Credit: MIRISE (DENSO / Toyota) Toyota’s LS 500h and Mirai models with short and long - range LiDAR Image Credit: Toyota https:// www.motor1.com/news/499716/lexus - toyota - advanced - drive - sys
Slide 17: Automotive OEM LiDAR Demand: Nissan
© Aeluma, Inc. All Rights Reserved. Nissan Motor Corporation : “Nissan aims to expand ProPILOT technology to over 2 . 5 million Nissan and INFINITI vehicles by fiscal year 2026 . The company will also further develop its autonomous vehicle technologies, aiming to incorporate next generation LIDAR sy
Slide 18: Automotive OEM LiDAR Demand: Innoviz and Volkswagen
Emerging Market: Automotive OEM LiDAR Demand is Increasing © Aeluma, Inc. All Rights Reserved. Israeli lidar startup Innoviz struck a deal reported to be worth $ 4 billion with Volkswagen to supply advanced ADAS (advanced driver - assistance system) features for its next generation of automated vehi
Slide 19: Automotive OEM LiDAR Demand is Increasing
Emerging Market: Automotive OEM LiDAR Demand is Increasing © Aeluma, Inc. All Rights Reserved. Source: https://electrek.co 19 Note: Past results are not indicative of future results. Outcomes cannot be guaranteed.
Slide 20: Manufacturing for a Mass Market
Manufacturing for a Mass Market Aeluma’s Large - Diameter Manufacturing Economies of Scale Cars will have Radar, LiDAR, and Camera sensors © Aeluma, Inc. All Rights Reserved. 20 Note: Outcomes cannot be guaranteed. Values are provided for qualitative illustration purposes only. 1 www.idc.com. Source
Slide 21: Aeluma Outperforms the Competition
© Aeluma, Inc. All Rights Reserved. Note: Outcomes cannot be guaranteed. Metrics not based on actual data and are provided for qualitative illustration purposes only. Typical InP substrate sizes are 3 - or 4 - inch. Typical Si substrate sizes are 8 - or 12 - inch. APD: Avalanche photodiode. SPAD: Si
Slide 22: Aeluma's Headquarters
● Located in Goleta, California High - Tech Corridor ● In the heart of the Infrared Capital of the World ● 9,000 sq. ft. space with cleanroom facility ● Close to University of California Santa Barbara © Aeluma, Inc. All Rights Reserved. Aeluma’s Headquarters Ideal Location for Development and Commer
Slide 23: Aeluma's Cost-Effective Scalable Manufacturing
© Aeluma, Inc. All Rights Reserved. Aeluma’s Cost - Effective Scalable Manufacturing Unique 12 - inch Wafer Capability and Strong Intellectual Property ● Commercial 12 - inch state - of - the - art deposition tool ● Set up for cassette loading production ● One of only a few such tools worldwide ● Ex
Slide 24: Silicon Photonics and Laser Integration
© Aeluma, Inc. All Rights Reserved. Silicon Photonics and Laser Integration Aeluma’s Technology Can Enable Process Integration 12 - inch Silicon Photonics Wafer with Aeluma Materials Outcomes cannot be guaranteed. Source of market data: https://optics.org/news/11/5/12 Sources of images: https://vent
Slide 25: Aeluma Intellectual Property Strategy
© Aeluma, Inc. All Rights Reserved. Aeluma Intellectual Property Strategy Key Aspects and Status ● Trade Secrets ○ Secret information that provides a competitive advantage ○ Reasonable precautions taken to preserve secrecy ○ Examples: confidential business information, process recipes, chip designs,
Slide 26: Our Leadership Team
Our Leadership Team Vision, Entrepreneurship and Expertise Jonathan Klamkin, PhD Founder, CEO & Director Matthew Dummer Director of Technology Steven DenBaars, PhD Advisor, Seed Investor & Director Shuji Nakamura, PhD Seed Investor Jeffrey Shealy, PhD, MBA Advisor & Seed Investor Richard Ogawa, JD A
Slide 27: Aeluma Plans and Next Steps
© Aeluma, Inc. All Rights Reserved. Aeluma Plans and Next Steps Building on our Momentum ● Deliver on customer orders and contracts ● Government funding opportunities with industrial partners ● CHIPS Act opportunities ● Further establish production - scale foundry process and pursue strategic relati
Slide 28: Contact: info@aeluma.com
© Aeluma, Inc. All Rights Reserved. info@aeluma.com www.aeluma.com Sensing Reimagined TM