Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Part 4

         Unlocking Growth Opportunities: Our Journey to 800G and Beyond

 

At POET Technologies, we’re poised for significant growth as we cut out the middleman and engage directly with end users. Recently, we made exciting announcements:

800 Gigabit Modules:

We’ve unveiled our first 800 gigabit modules.

These cutting-edge modules are now ready for sampling by key customers throughout this year.

1.6 Terabit Solutions and Beyond:

But that’s not all. We’re part of an exclusive group—a handful of companies—that demonstrated 1.6 terabit solutions.

And guess what? These solutions are scalable to a whopping 3.2 terabits!

Our Roadmap Ahead:

Our two-year roadmap is meticulously planned and ready for execution.

We’re laser-focused on the high end—800G and beyond.

Standing Alone in Innovation:

While others operate in conventional assembly regimes, we stand alone.

Our unique approach, driven by semiconductorization, sets us apart.

No one else offers the complete solution we do.

In summary, we’re a nimble player, competing with giants, and our commitment to innovation positions us at the forefront of optical module advancements. 

 

Seizing Opportunities in the Photonics Market: A Disruptive Journey

Our unique position on the left side of the market landscape presents an outsized opportunity for success. We’ve identified key design wins that we believe will propel our growth and establish our leadership in this space.

Consider this intriguing fact: The list of top companies in 2022 looks vastly different from a decade ago. Only two of the current top players existed back then. This dynamic shift underscores how markets evolve, and inflection points transform industry leaders.

In the realm of photonics, we’re at such an inflection point. Here’s why:

AI-Driven Growth:

AI is fueling unprecedented demand for high-speed optical modules.

Our disruptive technology aligns perfectly with this growth trajectory.

Disrupting the Supply Chain:

Beyond module sales, we’re exploring licenses and agreements with major players.

Our technology has the potential to reshape the traditional supply chain.

Strategic Design Wins:

Our products are already designed in with key customers.

Luxher, a major European networking company, and Celestial AI, a promising startup, are among them.

Additionally, we collaborate with Chinese companies to meet market needs.

Market Acceptance and Technological Edge:

Our solutions cater to large end users.

We stand alone in our semiconductor-inspired approach, bridging the gap between innovation and market acceptance.

In summary, we’re on a transformative journey—one that disrupts norms, embraces AI, and positions us as pioneers in the photonics landscape. 

Driving Growth and Scaling Manufacturing: Our Strategic Approach

At POET Technologies, we’re strategically positioned to meet market requirements and scale up effectively. Key customers will drive revenue for us in 2024 and 2025. Additionally, our new products—especially those operating at 800 gigabits and beyond—will propel us forward in terms of manufacturing.

Here’s how we achieve this:

Joint Venture in China:

We’ve established a joint venture with San, a Chinese company.

Their substantial capital investment has allowed us to create a state-of-the-art clean room facility.

Leveraging our intellectual property and assembly expertise, we’re poised for the next level of manufacturing.

Equity Stake and Capital Injection:

We hold a 70% equity stake in the joint venture.

As manufacturing ramps up, we anticipate liquidating some equity to inject capital into POET.

Additional investors may join the joint venture, further enhancing our financial position.

World-Class Management Team:

Our global management team boasts deep expertise in semiconductor and photonics hardware.

With decades of industry experience, we’re well-equipped to lead POET into the future.

In summary, our strategic vision combines innovation, collaboration, and seasoned leadership to drive growth and manufacturing excellence. 

 

Our Winning Team and Technological Edge

At POET Technologies, we’ve assembled a remarkable team—a blend of semiconductor experts and traditional optics specialists. This synergy has been instrumental in our success, even as a nimble 50% company. Our achievements at the cutting edge—such as achieving 1.6 terabits per second—speak volumes about our technology’s capability and simplicity.

Here’s why our team stands out:

Experience and Accomplishments:

Our seasoned team members bring decades of semiconductor and photonics hardware expertise.

Tom, our CFO, is well-versed in semiconductor hardware.

Together, we’re primed to execute our mission.

Investing in People:

Investors recognize that success hinges on people.

Our terrific team can capitalize on our innovations and propel the company forward.

Revenue Outlook:

Over the next few years, we anticipate revenue in the range of $10 million to $20 million.

Key customers, already designed in, will ramp up in the second half of this year and beyond.

Our semiconductor roots ensure healthy margins (40% to 50%).

Key Metrics:

We’re listed on the TSX Venture Exchange and NASDAQ.

With over 48 million outstanding shares (63 million fully diluted), we’re debt-free.

Our market cap stands at approximately $63 million USD.

 

In summary, our winning team, technological prowess, and strategic outlook position us for continued growth.      

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