The document summarizes Arka Lighting's LED technology and business plan. It states that Arka's thermal solution has 50% greater heat dissipation capacity than current technologies, allowing for enhanced LED performance at reduced cost. It then discusses Arka's agenda to present its business model and pass/fail criteria, estimate market size, and plan to commercialize the technology. Key points include that over 27% of commercial energy is used for lighting and the global LED market is expected to reach $74 billion by 2020, representing Arka's initial addressable market of replacing the estimated 15 billion socket global installed base.

1. ARKA LIGHTING
Rochester Institute of
Technology
LED Technology
• Our thermal solution has 50% greater heat dissipation
capacity than current commercial technologies
• This, in turn, delivers enhanced LED performance at
reduced cost.

2. AGENDA FOR ARKA LIGHTING
 Business Model with initial hypothesis
 Pass/Fail criteria
 Market Size
 Plan to get out of the building

3. LED Thermal 50% higher
manufacturers Trade Commerci
management heat Presence, p
technology and dissipation al
ublications, s Customer
Government LED Awareness rate with Web hows
based
Agencies systems same form s
Building demos, Indoor
(DOE) integrations factor education
Suppliers Certifications Applications
Better Direct Sales
Environmental For given
performance
lumens,in lumens at Replacemen
conscious Groups
fewer LEDS
lower watts t Lamps
IP Luminaires
leading to
Lower Manufacturers
Luminaire lower cost
Manufacturers Systems operating
Design temperature
increases
reliability OEMS
ASIE, Groups
Requires no
infrastructure
changes
Developments
Costs Sale of
Products
Cost of Sales

4. Rejection of Challenges with Technolog Lackluster Initial
value execution (long y does not customer research
proposition time, more deliver feedback suggests
expensive) performan that it is not
ce or cost a high
benefit priority for
commercial
Technology Rejection customers
not defensible of value to adopt
propositio indoor
n replacemen
t LED lamps
Losses
incurred
because
costs exceed
revenue

5. MARKET SIZE
 Over 27% of the energy consumption in the
commercial sector is used for lighting

6. LED MARKET
 LED lamp and luminaire revenues are
expected to increase to $74 billion in 2020.
 CAGR for LED industry is >40% with LED
market penetration at 5% today

7. Confidential Information - Shared under
Existing NDA
SELECTED ADDRESSABLE MARKET
 Replacement lamps (general illumination)
 Global Installed base = 15 Billion sockets – All
of this is likely addressable
 ~350M * 0.5% LED = 1.75M * $40 = ~$7M
(current market size)
7
US Lighting market characterization, DoE report 2002

8. GETTING OUT OF THE BUILDING NOW…
 We’re talking to (some combination of):
 OEMS
 Architects
 Lighting designers
 Lighting Distributors
 Facility Managers (Stanford, RIT)

9.  Thank you!