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Investor Presentaiton

5G Will Accelerate Growth with New Services & Use Cases ■ New Use Cases • loT: smart home, smart city, smart factory, smart grid, autonomous car, AR • These use cases will require 10-fold increase in performance as measured by latency, throughput, reliability and scale - McKinsey, The Road to 5G, Feb. 2018 Requires access to massive computing capabilities (AI/ML) in the cloud • Real time delivery of accurate and relevant information to the loT ■ 5G RF Networks • Full bandwidth achieved with mmWave technology starting around 2020 • II-VI & SEDI (#1 Market Leader) GaN RF collaboration - qualified mid-2020 ■ 5G Optical Access Networks • Front-haul bit rates migrating from 10 Gb/s to 25 Gb/s New low latency requirements - sub-millisecond for autonomous cars • Multi-wavelength transmission in the optical access now economically viable • II-VI introducing wavelength management filters and handheld meters • WSS enables rapid wavelength re-configurability and survivability • II-VI introducing Edge WSS cost optimized for access networks II-VI II-VI Incorporated CONFIDENTIAL - Export Control Classification EAR99 Page 25
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