Lightwave Logic (LWLG) Investor Presentation - Slideshow

Technology and Performance - Lightwave Logic's polymers switch light very fast, making them ideal for a faster, lower power internet[20] - Polymer modulators have transformational performance headroom for at least a decade, extending speeds and reducing power consumption[21] - Polymer slot modulators have the potential for 30x data capacity in the same pluggable formfactor, and potentially up to 60x with increased density[53] - A third-party review demonstrated world-record performance for electro-optic polymer silicon slot modulators[90] Market and Opportunity - The photonics components market is estimated to reach ~$60-80 billion by 2030[37] - The optical transceivers market TAM is estimated at $7 billion in 2022, growing to ~$40-60 billion by 2030[37] - Data center electricity usage is expected to reach 1,137 TWh by 2030, highlighting the need for lower power solutions[32] Business Strategy and Partnerships - Lightwave Logic is pursuing prototype testing for future modulator sales as part of a silicon photonics (PIC) platform[59] - The company is negotiating supply agreements for polymer materials to generate licensing royalties[59] - Lightwave Logic is discussing technology transfer as part of a process development kit (PDK) with CMOS/silicon foundries[59] - The company has a robust intellectual property portfolio with 70+ patents and patent applications[72]