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Saturday, 09/25/2021 11:10:08 AM

Saturday, September 25, 2021 11:10:08 AM

Post# of 189778
ECOC Market Focus Presentation Slides from September 14, 2021 now available on the LWLG website here,

https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/edb4d746-f975-4a4e-6e1f-b573e3fc17f4?origin=2

A few of the highlights,

Slide 22, the Spider Charts are simply AMAZING, the LWLG on SiP for Polymer Plus and Polymer Slot are virtually at 100% coverage now! Tons the best over the Legacies!

Slides 25 & 26 speaking to the PDK's at multiple Foundries, and that LWLG is perfect for "natural integration" as shown on Slide 15

Slide 28 shows LWLG now into the final step of the Design-In Cycle which is the actual Initial Design-In

Slide 29 on Intellectual Property hights the following,

Freedom of manufacturing
Technology transfer (large foundries)
Licensing royalties (OEM, CM, Comms customers)

Slides 30-37 highlight the Roadmaps, and Slide 37 specifically speaks to 2022

Note that 70GHz is shown under 2024 so I would expect that this would be the expected "full" results of LWLG's mass commercialization, refer back to the document PG put up describing the Design-In Process steps, but likely there will be a graduation rollout of the first products, this is also consistent with the expected rollouts of Rockley and Poet per their latest presentations which actually do contain revenue estimates, LWLG has not provided revenue estimates to investors yet, although Lebby maintains and regularly updates internal revenue models
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