Lightwave Logic (LWLG) Investor presentation summary

Market opportunity and demand

• Total addressable market (TAM) projected at $24B by 2028, with serviceable addressable market (SAM) of $1–2.5B, driven by AI, quantum, datacom, and space communication needs.

• AI infrastructure and data centers face increasing challenges in connectivity, bandwidth, power, and integration, creating demand for advanced solutions.

• Quantum computing and communications represent additional growth, with a $28B TAM for quantum computing and $11B for quantum communications by 2035.

Technology and product innovation

• Proprietary Perkinamine electro-optic polymer enables data transmission at extremely high speeds with low power consumption.

• Polymer technology addresses scaling challenges within and between data centers, supporting AI cluster growth.

• Product design process integrates EO polymers with silicon photonics, enabling next-gen optical modulators and co-packaged optics.

• Partnership with QPICS to develop process design kits (PDKs) for quantum photonic integrated circuits, accelerating commercialization.

Intellectual property and business model

• Over 80 U.S. and international patents issued or pending, covering materials, devices, fabrication, integration, and packaging.

• Business model focuses on material sales, IP, and royalty licensing, with gross margins targeted above 60% at scale.