Lightwave Logic Inc (LWLG)

[prototype_101]

TFLN the closet competitor (laughable!!!) to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry

Why LWLG Polymers are the ONLY true Next-Gen SOLUTION!!!

1) the Industry need for a true next-gen internet transmissions solution is great because the growth rate of Data is on a parabolic curve and the TAM today is about $10 Billion growing to about $30 Billion in 2030

2) the Industry has already decided that the next-gen products to for 800gb/1600gb will be delivered using 200gb per lane

3) the ONLY incumbent technology that can deliver 200gbs per lane is InP but it is a major struggle to get there for InP and the power usage is extremely high to do it, and it cannot be extended for generations beyond 800gb/1600gb

4) there are only these several contenders as the next-gen solution, they are Polymers, TFLN, BTO, and InP

5) to-date only LWLG Polymers have proven the ability to scale volume on a 200gbs that has INCREDIBLE attributes and garnished tons of interest from all of the Tier 1's, so much so that Lebby is picking and choosing which Tier 1's to be working with first (limited resources) to get LWLG Polymers to Ubiquity the fastest

6) TFLN is thought to be the only other real contender as a next-gen solution BUT is has many issues which I'll summarize for you here,
a) TFLN is MUCH larger in size than LWG Polymers, and real estate in those tiny little Transceiver boxes is at a PREMIUM)
b) TFLN uses MUCH more power than LWG Polymers, in fact LWLG at sub 1 volt runs directly from CMOS which eliminates the power hungry and expensive Driver chip from the Transceiver (note: The Driver chip can actually cost MORE than the Modulator chip!!)
c) TFLN has MUCH HIGHER Optical losses than LWLG Polymers
d) TFLN needs to be "shoehorned" into an SiPh Foundry, LWLG has "Ease of Integration" into an SiPh Foundry
e) TFLN to-date has NOT been able to scale to volume production at 200gbs in a Foundry, and the #1 TFLN Development company Hyperlight recently told the Industry that it may take 3 more years for TFLN to be scaled to volume in a Foundry
f) TFLN likely cannot be extended for generations beyond 800/1600 while LWLG Polymers have headroom for next generations for at least the next DECADE

7) LWLG 200gbs Polymer Modulator now being produced at multiple Foundries on 3 Continents including on large 200mm Wafers which support Mass Commercial applications in the Millions of Units, the Timeline has NOT changed, Lebby has LWLG positioned for Customer Acceptance in 2024 with Sampling, and Ramp into 2025, with full blown Mass Commercialization in 2026, remember this matches PERFECTLY with the following

a) Lebby's Long-standing Timeline to Commercialization with Customer Acceptance in 2024 including Sampling Units shown on Lebby SAM SOM guidance given at 2023 ASM

b) The LightCounting Forecast for 800gb/1600Gbs Adoption curve rapidly accelerating from Introduction in 2024

c) Andy Bechtolscheim, founder and chairman of Arista at OFC showing a slide of Polymers HVP (High Volume Production) being in 2026

The ONLY thing that has changed is the level of interest from the giant Tier 1's has SKYROCKETED so much so based on the 2024 OFC demos that Lebby has been forced to pick & choose between the couple dozen Tier 1's clamoring for Lebby's time & attention, Lebby is giving first priority to those Tier 1's that will get LWLG's technology to Ubiquity the fastest!!

Here are relevant Q&A from the 2024 ASM,

ASM Q&A: Is the current state of the technology, of the Company’s technology enough for commercialization of product polymer modulators?

Lebby: Well, our current performance is suitable for live trials with the data centers. Another way of saying data centers is what people use today as hyper scaling. I don’t know where that word came from, but yes, our performance is suitable for those companies. We engage with these companies today.

ASM Q&A: Are we achieving an industry average with this brand new technology to displace incumbents?

Lebby:I think we are. We’re not behind. As investors you may look at this and go, well, it’s taking a long time to get to revenue. But are we really behind the curve? I don’t think we are. That’s why I’m excited. I don’t feel that we’re behind. I feel we’re on a threshold of something huge.

Jeunke posted this about Lebby's pivot to slides showing Nvidia's Infiniband on Slides 13 and 14, Lebby is quite calculated in what he presents as being extremely relevant and as Jeunke points out in a recent presentation Nvidia said they would NOT wait for Standards to develop and if you had a Solution to bring it to their attention and they would work with you or buy you out!! here,

In fact if you look at the X axis ( timing) of the NVIDIA roadmap than ( slides 13/14) than it would appear Lightwaves 800 G ( 4 lane x 200G) is clearly positioned in 2024. You may also like to reflect on the fact why Lebby changed his previous ETHERNET slides and used the NVIDIA roadmap and the InfiniBand market requirements? Some will say that this is another carrot. Personally I don’t think so, just look at the comment alongside the Nvidia graph. I participated in a Photondelta event a few years ago where I heard the NVIDIA VP for R&D challenging the audience to come up with more bandwidth. In fact he said:” if you have a solution contact me after the meeting. If you have a solution we may even buy out your company “, That was in 2018. I think listen to Lebby and BOD, these are some of the most experienced people in the industry. I don’t think there is any messenger here with similar reputation, know how or experience. So, just listen to the company.

https://investorshub.advfn.com/boards/read_msg.aspx?message_id=174511230

Conclusion: There is NO competition that comes even close to LWLG Polymers as the solution to true next-generation and future generations of Internet transmissions!!