Power Electronics for Green Energy

Growth Opportunities in 5G Mobile Infrastructure Backbone Network IIVI FINISAR FINISAR IIVI 5G OPTICAL ACCESS Front- & Backhaul Network FINISAR 5G RF Base Stations Handsets FINISAR IM JFVI Coherent TRX HPC WSS LPC WSS 25G FH TRX Bidi DWDM TRX IIVI IMM DIVE IM IMM FINISAR OTDR A Line Cards Amplifiers 2022 TAM: $2.4B Note: TAM is all inclusive 2018-22 CAGR: 13% (not exclusively 5G driven) OCM/OTDR DWDM Filters Subsystems 100G BH TRX GaN/SiC RF GaAs RF Source: LightCounting $1.4B 124% Sources: LightCounting & II-VI Estimates $1.1B 63% Sources: Yole, JP Morgan & II-VI Estimates (GaN/SiC RF includes 4G & 5G) Global backbone buildouts in anticipation of 5G traffic 2017 WSS: Wavelength Selective Switch; HPC/LPC: High/Low Port Count; OCM: Optical Channel Monitor OTDR: Optical Time Domain Reflectometer TRX: Transceiver; FH: Front-haul; BH: Backhaul; RF: Radio Frequency BiDi: Bidirectional; DWDM: Dense Wavelength Division Multiplexing IIVI II-VI signs agreement with SEDI to develop GaN/SiC on 150 mm 2018 5G optical access deployments begin in Asia to support 5G New Radio 5G mmWave standard to drive GaN/SiC RF demand 2019 5G Smartphones & loT to drive 5G GaAs RF demand, 5G Optical Access deployments continue II-VI to complete qualification & to begin production of GaN/SiC 2020 5G service to become broadly available Page 14

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