BluGlass locks in A$1.4M Phase II deal with Uviquity to advance GaN laser commercialisation
BluGlass Limited (ASX: BLG) has secured a A$1.4 million (US$1 million) Phase II commitment from US photonics company Uviquity, extending their existing Joint Development Agreement (JDA) further into commercial territory.
The agreement builds on the successful closing of Phase I activities under the JDA. Payment will be made in instalments over the coming year, commencing the third calendar quarter of 2026.
The expanded deal moves the relationship beyond research and development into product-focused activity, offering validation of BluGlass’s visible gallium nitride (GaN) laser technology.
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What the Phase II agreement covers
The Phase II programme broadens the collaboration across engineering, packaging and supply activities. According to the announcement, the scope includes:
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Continued development of Uviquity’s heterogeneously integrated photonic integrated circuit (PIC) platform
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Wafer and chip processing
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Advanced packaging development
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Laser integration
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Purchases of BluGlass’ visible gallium nitride (GaN) laser products and related components
This progression takes the partnership beyond pure research toward supply and commercial integration. BluGlass has stated its goal of having its lasers “designed-in” to next-generation applications.
Jim Haden, CEO of BluGlass
“Our expanded agreement with Uviquity is a testament to the value of BluGlass’ advanced visible GaN lasers and custom development capability for novel applications. Uviquity is at the cutting-edge of PIC development and is leveraging our visible laser processing and advanced packaging expertise to expand its unique aluminum nitride platform into sensing, quantum and disinfection applications.
“Importantly, this strategic partnership includes the potential for a long-term manufacturing supply agreement for GaN lasers as Uviquity commercialises its photonic integrated circuit and packaging roadmap.”
Understanding GaN lasers and the Uviquity partnership
BluGlass is a leading supplier of GaN laser diode products to the global photonics industry, focused on the industrial, defence, bio-medical, and scientific markets.
BluGlass brings world-record GaN laser output to the partnership, having independently verified a 1.9W peak single spatial mode result at 450nm, a 52% improvement over its own prior benchmark that directly underpins the technical credibility Uviquity is drawing on.
A photonic integrated circuit (PIC) is a chip-based platform that integrates optical components. Uviquity develops chip-based deep-UV light sources on an aluminum nitride (AlN) PIC platform.
The company serves two markets: deep-UV sensing and analytical instrumentation, and human-safe far-UVC disinfection. Uviquity recently announced what it describes as the world’s first chip-scale deep-UV laser at 229 nm, targeting analytical and inspection applications across the semiconductor, pharmaceutical, environmental and defence markets.
For BluGlass, the collaboration places its technology inside a fast-growing emerging photonics market with relevance to sovereign supply chains.
A Fortune 500 data storage partnership signed in April 2026 extended BluGlass’s addressable market beyond its traditional quantum and defence verticals into high-volume enterprise infrastructure, illustrating how the company’s visible laser platform is attracting structurally diverse customer programmes in parallel with the Uviquity collaboration.
Why this matters for BluGlass investors
The progression from Phase I to Phase II signals repeat business and a potential pathway toward larger-scale supply. The table below summarises the key facts and their significance.
| Detail | Figure / Fact | Investor Impact |
|---|---|---|
| Phase II value | A$1.4M (US$1M) | Recurring revenue signal |
| Payment timing | Instalments from the third calendar quarter of 2026 | Near-term cash inflow |
| Phase I status | Successfully closed | De-risks the collaboration |
| Future potential | Potential long-term GaN laser supply agreement | Scalable commercial upside |
Repeat business combined with the potential for a supply agreement points to commercial validation of BluGlass’s end-to-end GaN manufacturing capability.
Scott Burroughs, CEO of Uviquity
“Phase II broadens this collaboration from research and development into additional engineering, novel packaging, laser integration, and product-focused activities. We believe the combination of Uviquity’s AlN PIC platform and BluGlass’ advanced laser capabilities creates a powerful foundation for future commercial opportunities.”
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What comes next
The forward roadmap centres on the staged rollout of Phase II and Uviquity’s own commercialisation efforts. Phase II payments are scheduled to commence in the third calendar quarter of 2026 and continue over the coming year.
Uviquity has indicated it looks forward to sampling its 229 nm deep-UV laser to customers later this year, describing it as the beginning of a series of products it plans to introduce.
The partnership includes the potential to progress to a long-term manufacturing supply agreement as Uviquity commercialises its PIC and packaging roadmap. BluGlass has stated its ambition of having its lasers “designed-in” to next-generation applications across fast growing emerging markets. Separately, Uviquity is expanding its unique aluminum nitride platform into sensing, quantum and disinfection applications.
BluGlass describes itself as one of just a handful of end-to-end GaN laser manufacturers globally, with operations in Australia and the USA supporting critical next-generation photonics applications and sovereign supply chains.
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