a unifying platform for chip-scale hybrid integrated photonics...industry mega trends profileration...
TRANSCRIPT
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POET Annual General
Meeting 2020
A unifying platform for Chip-Scale Hybrid Integrated Photonics
Suresh VenkatesanChairman and Chief Executive Officer
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POET Vision and Mission
Strategy
Technology and Business
Conclusion
Questions and Answers
AgendaPOET Annual General
Meeting 2020
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Vision: To become the global leader in chip-scale
integrated photonics solutions by deploying our Optical
Interposer technology, enabling seamless integration of
electronics and photonics for a broad range of vertical
market applications
Mission: Establish an industry leadership position in chip-
scale integrated photonics with validated disruptive, IP
protected, Optical Interposer platform components for
Datacenter, 5G and Co-packaged Optics
Business Model
Customer
Confidence
ExecutionPeopleProducts/
PortfolioB
uild
ing
Blo
cks
for
Su
sta
ina
ble
Gro
wth
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Industry Mega Trends
PROFILERATION OF
Cloud Computing
GROWTH OF
Artificial Intelligence
ADOPTION OF
5G and Edge
PO
ET
Ro
ad
ma
p
So
lutio
ns
100G/200G/400G
Optical Engines
Multiplexed Light Bars
Multiplexed Light
Bars
Co-packaged Optics
25G I-Temp
solutions
Advanced PON
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Focus on Competitive Differentiation
- A unifying photonics hybrid integration platform
Micro Optic Assembly
Interposer Functionality
Passive Optical Device Integration
POET
Optical
Interposer
Photonics | Optics | Electronics
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From Platform to Products
CMOS Compatible Waveguide Passives
Low Loss ; Single Mode waveguides
O band and C band
External Cavity Lasers
Low cost; High Scalability
Vertical MirrorsWafer level test and
characterization
Compatibility to top entry Optical devices
InP Known Good Die Passive Assembly
Compatible with different types of InP active devices
Micro Optics assembly and Hermetic Seal
Expands applications to Telecom and 5G
Si Photonics Compatibility
Compatible for use with Si Photonics Modulators
“A product platform is not a product. It is
a collection of common elements,
especially the underlying core
technology, implemented across a
range of products.”
Product Platform Strategy :
⚙️ defining product generations
⚙️ supporting extensions
⚙️ creating derivatives
⚙️ enhancing capability
Expanding capabilities of the
platform to enable next gen solutions
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Our 2020 Journey
Technology Development → Product Development
Technology Development Product Development
Proof Points Technology Feasibility Product Functionality
Specifications Proof of Principle Product Specifications
Implementation Market Entry unspecified Deterministic Product / Market entry
Organizations
Involved
Research and Development Product Development and Supply
Chain
Deployment
Schedules
Broadly Defined Specific Timelines
NRE Budgets Larger for broad proof of principle Smaller for specific customization
but with product revenue
Duration Multi-year typically Twelve to Eighteen months from
start
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We continue to build out our IP portfolio around
the Optical Interposer
Self Alignment features for efficient passive
alignment of both active die as well as micro optics
External cavity ‘athermal’ lasers essential for
co-packaging optics
Vertical Mirrors
Electrical and Optical Interfaces
New Intellectual Property
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Artificial Intelligence
Source : Intel
Source: Lightmatter
• Increasing explorations of optical neural networks for inferencing in AI applications
• Photonics are fundamentally :
- Higher Performance
- More Energy Efficient
- Lower Cost
Outside of Data Centers, AI represents a
compelling use case for co-packaged optics
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Interposer Architectures for Co-packaged Optics Applications
Heat sink
• Coarse Through Silicon Vias (TSV) for power and low speed IO
• Dense interconnects on interposer for 2.5D high speed routing
• Integrated Light sources and passive optics
Light
SourceIntegrated Passive Optics
Printed
Circuit Board
Interposer
Photonics ICDigital and Analog Electronics
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Innovation inspires growth
Vivek RajgarhiaPresident & General Manager
Strategy
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Cloud Data Centers – Exponential Growth
Data Growth drives cloud computing infrastructure spend
Content providers deploying unprecedented level of global infrastructure
Interconnect Bandwidth is growing across a variety of industries
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5G Adoption and Proliferation
5G accelerates network transformation
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What does 5G mean to Photonics
5G is Fiber Hungry and Needs Bandwidth
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A Scalable High-Speed Optical Engine Platform
DML1271nm
DML1291nm
DML1311nm
DML1331nm
AWG
Mux
PIN
PD
AWG
DeMux
DML1271nm
DML1291nm
DML1311nm
DML1331nm
AWG
Mux
PIN
PD
AWG
DeMux
EML1271nm
EML1291nm
EML1311nm
EML1331nm
AWG
Mux
PIN
PD
AWG
DeMux
PAM4
Electronics
56Gb Optics
Single Engine, Single Investment, Multiple Generations
Wafer scale integrated CWDM/FR4 Mux / DeMux
Flip-Chip Passively-Aligned DML and EML Lasers
Top Entry InP or Ge Photodetectors
Integrated RF Matching Circuits
Industry Leading Footprint
Flexible Architectures
100G
200G
400G
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Product Roll Out Strategy
• Scalable Optical Engine Platform
• 100G/200G
• 400G Light Engines
• 400G Receive Optical Engines
• Scalable Optical Engine Platform
• 400G
• 5G Solutions
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Product Roadmap driven by Customer Engagement
Q4 2021
100/200G CWDM4
Optical Engines
Q1 2021 Q2 2021 Q3 20212020
400G Light Engine
400G FR4 Receiver
400G FR4/DR
Optical Engines
Alpha Beta Production
Alpha Beta Production
Pre-Alpha Alpha Beta Production
Pre-Alpha Alpha Beta
Optical systems and module customer
Leading North American Optical systems customer
Optical module customer
Ability to rapidly roll-out products on the platform
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Joint Venture – Objectives and Status
• Vertical integration manufacturing for Optical Engines (Cost)
• Investment to scale production (Scale)
• Sanan IC is a wholly owned subsidiary of Sanan Optoelectronics
• World’s largest producer of compound semiconductor wafers
• 20 Million wafers per year, using ~400 MOCVD reactors
• $50M valuation for the JV
• Provides credence and endorsement of POET Optical Interposer Platform
• LOI signed
• Definitive Agreement expected in Q3 2020
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Manufacturing Strategy
Optical Interposer
POET Owned and Designed
Photonic Devices
Strategic Sourcing
Co-Designed
POET Specified
Electronics
Off-the-shelf
Assembly & Test
POET JV
JV consolidates the supply chain
JV enables “at scale” manufacturing and
a consolidated supply chain
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Structure and OrganizationCORP. HQ: TORONTO, CANADA
• FINANCE
• INVESTOR RELATIONS
• CORPORATE ADMINISTRATION
ALLENTOWN, PA
OPTICAL ENGINE DESIGN & PRODUCT
DEVELOPMENT
DEVICE DESIGN
SUPPLY CHAIN & MANUFACTURING
ENGINEERING
SHENZHEN, CHINA
OPTICAL ENGINE DESIGN &
VALIDATION
MODULE REFERNCE DESIGN &
APPLICATIONS ENGINEERING
CUSTOMER TECHNICAL SUPPORT
(CHINA)
SINGAPORE
OPTICAL INTERPOSER PROCESS &
DESIGN
PLATFORM DESIGN
SUPPLY CHAIN
PRODUCT MANAGEMENT &
MARKETING
ASSEMBLY & TEST
CUSTOMER TECHNICAL SUPPORT
(NORTH AMERICA, EUROPE)
JOINT VENTURE
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Innovation inspires growth
Suresh VenkatesanChairman and Chief Executive Officer
Technology and Business
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Product Designs Completed
Scalable Optical EngineMultiplexed Light Engines Receivers
• 400G Light Sources
• 100G/200G Optical Engines
• 400G EML based Optical
Engines
• 400G Receivers
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Systematic Product Design Validation underwayPOET’s CWDM/FR4 DeMuxPOET’s Multiplexer
0
0.1
0.2
0.3
0.4
0.5
0.6
0.7
0.8
0.9
1
0 0.2 0.4 0.6 0.8 1 1.2 1.4 1.6 1.8 2
Cu
mu
lati
ve P
erc
en
tile
Loss (dB)
Fiber Coupling Loss
TE
TM
Spec for 0.5dB/facet
Edge die
Optimization in progress
Novel Spot Size Converter DesignDirectional Couplers and Power Taps
Z Reference
Fiducials
Lasers and Laser Attach
Fiber SSC
PDs and PD Attach
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2020 Key Accomplishments
Quarter 4
2019
• Completed Tranche 1 of DLS Transaction
• Hired Vivek Rajgarhia as President and GM
Quarter 1
2020
• Completed Technology Validation of the Interposer principles with strategic partner
• Delivered prototypes as proof of concept
• Defined end to end Platform requirements and architecture for Product designs
• Engaged in Product design wins
Quarter 2
2020
• Announced LOI for Joint Venture with Sanan IC, as a critical manufacturing outlet for POET’s
technology → established commercial viability of the platform
• Completed DLS Transaction
• Augmented Optical Interposer IP portfolio
Quarter 3
2020
• Completed four product designs for multiple applications
• Refined platform requirements for end product applications based on voice of the customer
• Engaged with Lead Customer for a scalable 400G Optical Engine product
• Proposed Development and Supply agreement for Interposer based light source for AI
applications
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Looking Forward
Quarter 4
2020
• Commence JV operations
• New flip chip laser architecture for high accuracy passive alignment proven for product
implementation
• Pre-Alpha Product Prototypes for 100G/200G scalable optical engines and multiplexed Light
Source products for 400G DR and FR applications
• Incorporate POET Shenzhen and establish Product Reference Design capabilities
Quarter 1
2021
• 2nd Generation High Power CW CWDM multiplexed Light sources for 400G DR and FR
applications
• Live Product demonstrations at OFC 2021
• Strategic partnership for 400G Optical Engines using Si Photonics based modulators
Quarter 2
2021
• Beta 100G/200G Products for customers and customer qualification
• Alpha Customer samples of 400G FR4 Receivers
Quarter 3
2021
• Beta (production ready) 400G DR and FR multiplexed Light Sources
• Alpha 400G Optical Engines using EML lasers
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Team Established
Technology Developed
Products Designed
Customers Committed
Manufacturing Planned
POET Technologies Today
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