POET Technologies Inc. · NASDAQ:POET
POET Technologies — Cormark Securities' Inflection 2021 Conference
31 slides from POET Technologies's conference presentation, Apr 13, 2021
Slide 1: POET Technologies Inc. – Cormark Inflection 2021 Conference
POET Technologies Inc. Cormark Securities’ Inflection 2021 Conference Power Technology Segment Dr. Suresh Venkatesan, CEO Presenting April 13, 2021 2:30pm EDT © POET Technologies Inc. | TSXV: PTK.V | PUBLIC
Slide 2: Presentation Outline
Presentation Outline Corporate Overview and Organization Photonics, Integration and Wafer-Scale Manufacturing Interposer Platform & Features Product Roadmap Market Opportunities PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 2
Slide 3: Presentation Outline
Presentation Outline Corporate Overview and Organization Photonics, Integration and Wafer-Scale Manufacturing Interposer Platform & Features Product Roadmap Market Opportunities PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 3
Slide 4: POET's Vision and Mission Statements
POET’s Vision and Mission Statements Vision: To become the global leader in chip- scale integrated photonics solutions by deploying our Optical Interposer technology, Customer Sustainable Growth Building Blocks for enabling seamless integration of electronics Confidence and photonics for a broad ran
Slide 5: POET Technologies – Photonics Design & Development
POET Technologies – Photonics Design & Development POET Technologies Inc. (HQ) Ontario, Toronto, CANADA 30 Employees POET Optical Interposer Platform ODIS Inc. Allentown, Pennsylvania 74 Patents and 12 Pending Device Design (Lasers) POET Technologies 02 Technology Offerings Packaging & Integration P
Slide 6: POET Technologies Organization
POET Technologies Organization CORP. HQ: TORONTO, CANADA • FINANCE • INVESTOR RELATIONS • CORPORATE ADMINISTRATION SINGAPORE ALLENTOWN, PA SHENZHEN, CHINA SPX JOINT VENTURE OPTICAL INTERPOSER PROCESS & OPTICAL ENGINE DESIGN & PRODUCT OPTICAL ENGINE DESIGN & MANUFACTURING DESIGN DEVELOPMENT VALIDATIO
Slide 7: Joint Venture for World Class Manufacturing and Scalability
Joint Venture for World Class Manufacturing and Scalability Super Photonics Xiamen – POET and Sanan IC Joint Venture (JV) Vertically integrated manufacturing for Optical Engines Ability to rapidly scale production Sanan IC | Xiamen Sanan Integrated Circuit Co., Ltd. • Xiamen Torch High-Tech Industri
Slide 8: Strategic Supply Chain
Strategic Supply Chain POET controls the supply chain to ensure performance, cost and delivery to customers Optical Photonic Assembly & Electronics Test Interposer Devices POET Owned and Strategic Sourcing Off-the-Shelf Strategic Sourcing Designed Co-Designed or Co-Designed POET Specified Customer S
Slide 9: Presentation Outline
Presentation Outline Corporate Overview and Organization Photonics, Integration and Wafer-Scale Manufacturing Interposer Platform & Features Product Roadmap Market Opportunities PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 9
Slide 10: What is Photonics and Why is Photonics Important?
What is Photonics and Why is Photonics Important? Photonics devices create, detect and manipulate light. Laser generated light is fundamental to sensing, computing, data and telecommunications – the biggest trends in computing today Proliferation of Growth of Adoption of Cloud Computing Artificial I
Slide 11: Photonic Transceivers Convert Digital Electric Signals Into Light Signals
Photonic Transceivers Convert Digital Electric Signals Into Light Signals and Back Again Photons and light waves compared to copper: 100X more data per second 10X lower power consumption 10X less heat produced PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 11
Slide 12: Conventional Approaches are Expensive and Slow
Conventional Approaches are Expensive and Slow Making reliable photonics devices are expensive in both capital and labor Cost declines have not kept up with Moore’s Law- most photonics modules are built individually Multiple different components must be able to interconnect seamlessly Integration of
Slide 13: Why Integration Matters
Why Integration Matters Breakdown of Optical Module Costs Wafer Fab Costs Material, Assembly & Testing Costs Indirect Costs: 20% Optical Modules Materials, Assembly & Test 80% Semiconductor Total Cost 100% Assemblies 0% 50% 100% Materials, Assembly & Testing = 80% of total cost of an optical Breakdo
Slide 14: POET's Approach
POET’s Approach POET took on the dual challenge of INTEGRATION and PLATFORM to develop a unique, disruptive and differentiating new entry into photonics markets Integration is the practice of combining different parts or functions so that they work together seamlessly A platform is a group of techno
Slide 15: From Platform to Products
Expanding capabilities of the From Platform to Products platform to enable next gen “A product platform is not a product. It is CMOS Compatible solutions Waveguide Passives a collection of common elements, Low Loss ; Single Mode waveguides O band and C band External Cavity Lasers Low cost; High Scal
Slide 16: POET Optical Interposer
POET is doing for Photonics what Semiconductors did for Electronics – Achieving Lower Cost and Higher Performance through Device Integration and Wafer-Level Fabrication The POET Optical Interposer™ is an integration platform that combines photonic, electronic and optical devices in the same chip-sca
Slide 17: Presentation Outline
Presentation Outline Corporate Overview and Organization Photonics, Integration and Wafer-Scale Manufacturing Interposer Platform & Features Product Roadmap Market Opportunities PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 17
Slide 18: POET's Optical Interposer Platform
POET’s Optical InterposerTM Platform - A unifying hybrid optoelectronics WAFER SCALE integration platform Passive Optical Device Integration POET Optical Interposer Functionality Interposer Micro Optic Assembly Photonics ; Optics ; Electronics PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBL
Slide 19: Rethinking Conventional Photonics Assembly
Rethinking Conventional Photonics Assembly Reducing Components ; Reducing Capital ; Reducing Time PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 19
Slide 20: Rethinking the Optical Transceiver
Rethinking the Optical Transceiver Combining All Photonics / Optics Components into One Chip And building them hundreds at a time instead of one at a time, at wafer scale Competing Technologies POET Discrete micro- Single Chip including RF Simpler BOM and optics or connectivity reduced number of TOS
Slide 21: The World's Smallest and Lowest Cost 100G Optical Engine
The World’s Smallest and Lowest Cost 100G Optical Engine 4 x 25G DML Lasers, 4 High Speed Photodiodes, 4 Monitor Photodiodes, Mulitplexers, DeMultiplexers, Power Taps and Fiber Attach – all on a 9mm x 6mm POET Optical Interposer platform How POET Wins : FOUR POET Optical Simplified Packaging Engines
Slide 22: POET's Optical Interposer – Low Cost AND High Performance
POET’s Optical Interposer – Low Cost AND High Performance The benefits POET’s Optical Interposer add up to a truly disruptive entry into large-scale photonics markets Dramatically lower module cost 25% - 40% less Lower CAPEX investment for module 1/10th of others (discrete or SiPh PIC based) ass
Slide 23: Presentation Outline
Presentation Outline Corporate Overview and Organization Photonics, Integration and Wafer-Scale Manufacturing Interposer Platform & Features Product Roadmap Market Opportunities PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 23
Slide 24: Product Roadmap driven by Customer Engagement
Product Roadmap driven by Customer Engagement 2020 Q1 2021 Q2 2021 Q3 2021 Q4 2021 100/200G CWDM4 Pre-Alpha Alpha Beta Production Optical Engines Optical systems and module customer 400G LightBar Engine Pre-Alpha Alpha Beta Leading Optical systems customer 400G FR4 Receiver Pre-Alpha Alpha Beta Prod
Slide 25: Presentation Outline
Presentation Outline Corporate Overview and Organization Photonics, Integration and Wafer-Scale Manufacturing Interposer Platform & Features Product Roadmap Market Opportunities PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 25
Slide 26: Market Application for POET's Optical Interposer
Market Application for POET’s Optical Interposer POET’s Optical Interposer can lower the cost and improve the performance of any photonics device targeted at the highest growth areas of computing today and in the future Proliferation of Cloud Computing Growth of Adoption of & HPC Artificial Intell
Slide 27: Initial Target Markets in Optical Transceivers
Initial Target Markets in Optical Transceivers Serviceable Available Market (SAM) for 100G, 200G and 400G Optical Transceivers* *does not include recently increased TAM estimates for 200GLR4 Billions of US$ Billions of US$ $4.0 $1.8 $3.5 $1.6 $3.0 $1.4 $1.2 $2.5 $1.0 $2.0 $0.8 $1.5 $0.6 $1.0 $0.4
Slide 28: POET Potential Customers
POET Potential Customers Partial List of Potential Customers for Optical Engines for Optical Transceivers and for Co-Packaged Optics Transceiver Module Optical System Cloud Data Center ADVA Accelink Cisco AWS Delta Cloudlight Huawei Google Molex GigaL Juniper Facebook Eoptolink HG Acacia AliBaba H
Slide 29: POET Opportunity
POET Opportunity Optical Transceivers 5G Co-Packaged Computing for Datacom Networks Optics and Edge Applications Market Size SAM $2-3.5B $3-5B $2-3B $3-5B (peak 2021-28) : annually annually annually annually Development Partners: Tier 1 NA Several in play Several in play US-based European Start-up J
Slide 30: Summary
Summary POET successfully transitioned from technology development to product development in the second half of 2020 Data from prototype devices assembled at wafer-scale showing performance that exceeds internal expectations Super Photonics Xiamen provides ability to meet customer demand and to scal
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