February 16 5 pm
SubashDeshmukh
Thank you for being with us today
This is second call – excited to present
Dr Suresh V with us
Safe Harbour
Suresh
Since over our last call – thank you co-chairmen, Ajit and Peter – significant contributions a big part of our forward progress – thank you dr taylor
Excited – 4 months back full of excitement – busy – really heightened our optimism –
Analysedplatform
Analysed market
Established aggressive goals – to mainstream labs from IP to ……
Happy to note on track for commercialization goals – big strides – foundry relationships – etc
Lots of work still to be ton – tangible results in 2016 and since Sept spent a lot of time developing
Poised to develop and proven capabilities – and proof points
Data centres – pain point – National Resources Defense council – 9 billion for energy costs – each watt of heat can be worth a lot of savings – cooling etc
Single copper consumes 3 watts per end – 6 – optical 1 watt total – 10 – 100,000 servers – 100,000 coppers links – data communications primed for enabling low power, cost, size and this is the opportunity we are ready to address – we believe this process appropriately can enable the speed of light at the price point of copper
Post telecom wave of growth – long haul telecom – fueled by consumers – social networking, cloud etc – more tangible to the lay person – as we progress the telecomis influenced by mobility revolution – software as a service – apps – behind apps is the growing need for – cloud, megadata IOT big data – these are galvanizing the growth spurt – created a new and dynamic opticals market
Trend is towards integrated optronics – various forms – really smart way to design – photonics and optics – integration is the answer – now beginning to apply – pole position – future is bright
Working to expand the roadmap to include displays and sensing tech – advanced NRE and transfer POET to – also Joint Development in micro displays – augmented reality – head up displays – projection – contrast capabality – worldwide growth markets – both discussions at inception stage largely to highlight excitement
Expect results – we are achieving them
Is about more granular view – for next gen optics
1 consolidating in Sillicon Valley – completed move from TO and CON – maintain min presence in Toronto – design simulate – first order –
Establish supply – we have successfully – MBC and MOCDD – commercial – supply agreement Epitaxial
2 complete process tech transfer to fabricate – prev ANAD progress – operational uncertainty – signed with Wavetek – pur3elay owned by OMC third largest – Taiwan – established 6 inch GAas- experienced to meet POET’s high volume needs – transitioning cost delays but mitigating – results are promising – should still meet milestones
Refining business model – from licensing to products augmented with – team to launch products in targeted markets – discussions – parallel disc JD agreements in other market segment s- opportunistic discussions
3 leveraging our strong balance sheet – accelerate tiem to revenue – partner with gov’t companies etc – we started with – on plan on time and on budget and expect current cash to revenue and positive cash flow
Announced in September
Source of epitaxial – 1 inch to 6 inch x 7 waffers – got it done and with uniform characteristics
Foundry – through multiple cycles of learning – multi step fab flow – processes at foundry – 6 inch in 2016 is on track – on tract also integrated incorporate FET and _________ by second quarter – provide functioning prototypes by second half 2016 as per plan –
Light at the cost of copper
Suresh
Security – nothing related to trading etc - legal
Questions -
Around mid year point next CC – more NRs along the way – steady stream – intend to keep share holders happy
Why withdraw from CC conference – regretted- focus on initiatives related to shareholders value – in high gear on a number of fronts.
When provide website updated – soon – second quarter – overhaul – design and content – information and appealing – sharper, better organized – updated dynamically – including video – better understanding
When revenue – not providing guidance – no precise timeline – as early as this year – NRE likely first –
Products – when can we expect first product introductions – optical engines – optical transceiver – active optical cables – will market and sell other pieces – vectors? – bullish about market penetration- on plan to complete devices in 3rd quarter – prototypes in second half – no precise rollout time but do expect _____
Can you explain POET AOC benefits and how customers use it – cables optics are hidden – both ends are optical and electrical – interchangeable with direct attached copper cable – any AOC has dramatically lower size, reach, electrical interference – cost…. AOC is three times more expensive than copper – so POET 4 distinctions – single chip on wafer – single chip enables novel level packaging techniques to be applied – less expensive fibre – costs not to scale with number of channels –
Complete cable of just the chips? – initially while developing a complete AOC – POET expects to concentrate on the engine itself and the others will wrap the plastic
Biggest challenge adoption on AOC – demonstration of it – mitigating risks – financial, market and technology – over past 6 months – first two risks are done, financial and market s – already demonstrated in low volume – now high volume
Other verticals?3 data communications , sensing and displays – potential partnerships and JVs and
Competition ? are there tech that appear to compete – always competition, silicon photonics.. tends to have two drawbacks, efficiency, no demonstrableviable light source – silicon cost is less
Light and electronics together POET is still ahead
Manufacturing agreements? Is Wavetek enough – they have enough capability and the ability to expand – always seeking new partners as needed
Do expect adequate resources to achieve – more than adequate to prototypes and for 7 quarters
TRAB – acting as advisors, focus on optimizing and accelerating commercialization plans – internal and sensitive – some of it reflects TRAB – working on downstream initiations – will not comment, further –
On Plan!!!expect to demonstrate
On the March – to first application and revenue – expand the portfolio –
On target – vibrant markets – smack dab in the middle of it all
Detailed costs models
On a big mission – lots of interest from customers and partners
Committed insiteful and growing shareholder base – roaring towards the – sorry, got so caught up in listening and enjoying I couldn’t keep up to this….
Quelle: agoracom.com/ir/POETTechnologies/forums/...ges/2072837#message
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