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poLight (PLT) investor relations material

poLight ABGSC Investor Days summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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ABGSC Investor Days summary4 Dec, 2025

Technology and product innovation

  • Developed a fast, compact, low-power tunable lens technology mimicking the human eye, targeting AR/MR glasses and other applications.

  • Platform enables products like TLens for autofocus and TWedge for display enhancement in smart glasses.

  • Scalable production with MEMS-based 'eye muscles' and polymer lens, assembled in Asia.

  • New lead-free tunable lens and MLens for machine vision to expand product offerings.

Market focus and growth strategy

  • Main focus is on AR/MR glasses, with six enterprise design wins serving as references for consumer market expansion.

  • Consumer AR/MR segment is expected to drive significant volume growth, with 21 proof-of-concept projects, mostly consumer-focused.

  • Industrial applications like barcode reading and machine vision provide higher price points but lower volumes.

  • Strategic investment from Q Technology, a major camera module supplier, boosts credibility and funding.

Financial outlook and operational plans

  • Consumer smart glasses market is growing rapidly, with potential volumes reaching up to 10 million units per year.

  • ASP for consumer market expected to start around $2–2.5, with industrial ASP closer to $10.

  • Targeting gross margins near 40% for high-volume Tier 1 customers.

  • Profitability is expected in a few years, with funding scenarios dependent on business plan execution.

Consumer AR/MR volume ramp timeline
QTech partnership: tangible OEM benefits
Consumer AR/MR pricing strategy & margins
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Frequently asked questions

poLight ASA develops photographic lens for consumer devices and industrial applications. The company offers optical products, such as miniature optical autofocus, a photo lens that is suitable for smartphone camera modules; poLLux, a miniature auto-focus product; poLishutter, a variable aperture product; and VCM zoom mechanisms. Its products are used in various applications ranging from high quality cameras to mass market mobile phones. poLight ASA serves customers worldwide. poLight ASA was incorporated in 2005 and is headquartered in Horten, Norway.

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