POET Technologies Inc. · NASDAQ:POET
POET Technologies — Oppenheimer 24th Annual Technology, Internet & Communications Conference (August 2021)
25 slides from POET Technologies's conference presentation, Aug 10, 2021
Slide 1: Introduction to POET Technologies Inc.
Introduction to POET Technologies Inc. August 10, 2021 11:35am EST Dr. Suresh Venkatesan, Chairman & CEO Oppenheimer 24th Annual Technology, Internet & Communications Conference
Slide 2: Safe harbor
Safe harbor This presentation contains forward-looking statements and forward-looking information within the meaning of U.S. and Canadian securities laws, including but not limited to statements relating to revenue potential, growth and/or projections, as well as the expected performance of products
Slide 3: Presentation Outline
Presentation Outline Photonics and POET Technologies Overview Current Markets and Potentials Operations and Growth Plan Updates on Product Introductions and Operations PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 3
Slide 4: Photonics is an Enabling Technology
Photonics is an Enabling Technology Photonics is the technology of generating and harnessing light Cutting-edge uses of lasers, optics, fiber-optics, and electro-optical devices in numerous and diverse fields Photonics applications and devices require the integration of electronic, photonic and opti
Slide 5: Photonics End Market Applications & Market Size
Photonics End Market Applications & Market Size Communications Computing Sensing Data and Tele- Edge Artificial Medical Autonomous Communications Computing Intelligence Technology Vehicles Data Centers Machine to Machine Neuromorphic Point-of-Use LIDAR Systems Switching / 5G Networks Internet of Thi
Slide 6: Conventional Approaches to Assembling Photonics Devices are Expensive in Both Capital and Labor
Conventional Approaches to Assembling Photonics Devices are Expensive in Both Capital and Labor Assemble multiple components and sub-assemblies one at a time - align and optimize signal (“active alignment”) with each component and sub-assembly placement No Economies of Scale - linear (1 to 1) relati
Slide 7: POET's Technology Solution
POET’s Technology Solution Adding Novel, Patented Waveguide Layers on a Conventional Semiconductor Wafer Enables the Integration of Electronic and Photonic Components at Wafer-Scale Electrical Typical electrical interposer with high-speed electrical Interposer connections among devices has been comm
Slide 8: POET Fully Integrates Components at Wafer Scale
POET Fully Integrates Components at Wafer Scale Full integration of multiple active components with passive alignment at wafer scale using semiconductor assembly techniques Large Economies of Scale - non-linear (> 1 to 1) relationship between unit output and capital invested How POET Wins Producing
Slide 9: Presentation Outline
Presentation Outline Photonics and POET Technologies Overview Current Markets and Potentials Operations and Growth Plan Updates on Product Introductions and Operations PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 9
Slide 10: Initial Target Markets in Optical Transceivers
Initial Target Markets in Optical Transceivers Even as 400G emerges, the100/200G segments continue to be large and attractive served markets for POET TAM = Total Available Market; SAM = Serviceable Available Market Billions of US$ Optical Transceiver Market Forecast - SALES Optical Transceiver Marke
Slide 11: Opportunity to Grow to $1B Annually
Opportunity to Grow to $1B Annually >$1 Billion Annual Revenue Potential Optical Transceivers 5G Co-Packaged Computing for Datacom Networks Optics and Edge Applications Market Size SAM $3-5B $2-3B $3-5B $2-3.5B annually (peak 2021-28) : annually annually annually Development Partners: Tier 1 NA US-b
Slide 12: Presentation Outline
Presentation Outline Photonics and POET Technologies Overview Current Markets and Potentials Operations and Growth Plan Updates on Product Introductions and Operations PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 12
Slide 13: Global Development and Manufacturing
Global Development and Manufacturing SZHENZHEN, CHINA Applications Engineering TORONTO, CANADA Corporate Headquarters XIAMEN CHINA Joint Venture ALLENTOWN, USA Assembly, Test, Sales Optical Engine KULIM, MALAYSIA Product Development Silterra Interposer Manufacturing SINGAPORE Interposer Development
Slide 14: Asset and Capex Lite Manufacturing Strategy
Asset and Capex Lite Manufacturing Strategy POET Owned Processes and Design including Consigned Equipment High-Volume Wafer Foundry (Silterra) High-Volume III-V Semiconductor Foundry (SAIC) Optical Interposer III-V Semiconductor Active Fabrication Optics ü 30 K+ wafers per ü Largest III-V Compound m
Slide 15: JV Adds World-Class Manufacturing and Scale
JV Adds World-Class Manufacturing and Scale Super Photonics Xiamen – POET and Sanan IC Joint Venture (JV) Virtual vertical integration of manufacturing for Optical Engines Ability to rapidly scale production to thousands of devices per month Sanan IC | Xiamen Sanan Integrated Circuit Co., Ltd. • Xia
Slide 16: Range of Forecasted Revenue for SPX
Range of Forecasted Revenue for SPX On a unit basis, the SPX forecast is based on market share estimates in each segment ranging at the highest estimate from 18% to 30% US$ Millions JV Forecasted Revenue Range in 100/200/400G Optical Engines 350 300 300 250 240 200 180 150 140 150 100 90 50 15 25 1
Slide 17: Presentation Outline
Presentation Outline Photonics and POET Technologies Overview Current Markets and Potentials Operations and Growth Plan Updates on Product Introductions and Operations PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 17
Slide 18: POET's 100G/200G CWDM4 and LR4 Product Lines
POET’s 100G/200G CWDM4 and LR4 Product Lines 100G CWDM4 Rx and TxRx OEs on EVB CWDM4 targeted at Data Center Operations Validated alpha performance for 100G Receivers (Rx) Transmitters (Tx) and Integrated Optical Engines (TxRx) More than 10 customers targeted for initial sample distribution concurre
Slide 19: POET's 400G DR4/FR4 Product Line
POET’s 400G DR4/FR4 Product Line 400G TxRx Optical Engine Design POET and Shanghai-based Siluxtek have partnered to conduct a live demo of a pre-alpha 400G FR4 Transmit Optical Engine at CIOE FR4 has a 2km reach with four channels Modulator multiplexed into one fiber SiPh DR4 has a 500m reach with f
Slide 20: Strong Customer Engagement across Multiple Verticals
Strong Customer Engagement across Multiple Verticals Customer Traction at Leading Module and System Companies Illustrative Pipeline of Customers Targeted 28 10 Active Discussion Requested Samples 10 3 Finalizing Project Plan 2 Contracted PTK: TSXV | POETF: OTCQX © POET Technologies Inc. | PUBLIC 20
Slide 21: Super Photonics Xiamen Joint Venture
Super Photonics Xiamen Joint Venture SPX is the primary location for the assembly and testing of Optical Engines based on the Optical Interposer SPX flip-chips lasers, detectors and other devices onto the Optical Interposer wafer using advanced bonding equipment. Optical Interposers are supplied as
Slide 22: Update on Operations
Update on Operations STRATEGIC EXECUTION: ROADMAP – Delayed in first half of 2021 due to semiconductor supply chain issues, but recovering on designs, design wins. Continue to expect orders in 2021 for production in 2022 Semiconductor supply chain issues are not expected to alleviate for another 12-
Slide 23: Update on Nasdaq Listing
Update on Nasdaq Listing US$300M Registration Statement effective as of July 8 New Transfer Agent, Computershare, applying for DTC eligibility All requested information has been provided to Nasdaq Several investment banks with respected analysts are interested in sponsoring POET’s listing both in Ca
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Slide 25: POET Technologies at a glance
POET Technologies at a glance n POET Technologies has developed a unique hybrid photonics packaging platform targeting Optical Interposer Platform applications in high-speed data communications for the large Datacom / Telecom markets Superior Cost and Scalability 20-40% Lower n Built on its highly d