Mackwheaton wrote: - POET Optical Engines - 75% smaller, 4 fit in the space occupied by a single currently assembled device. Size matters. Technology craves miniaturization.
- Normally economies of scale benefit the biggest companies, however POET’s ability to supply optical engines at chip scale allows them to produce their optical engines in volumes that the largest of suppliers cannot match.
For transceivers, at 400G and lower, this may not mean much, it’s a commoditized market, highly competitive, very low margins. However, at 800G and up, nobody can compete, because these two factors of scale enable POET to produce at size and in volumes that others simply can’t.
But transceivers are only the entry level proof points for the POET platform. Artificial Intelligence (AI) is a market for millions of POET devices at hundreds of dollars each, commencing in 12-18 months.
And yes pennyflipping, there are real working products in hands of clients, as MisterWoo, whom you failed to answer suggests, read up on the difference between prototypes, alpha and beta samples for better information. Better yet, look at the slide presentation from the recent AGM on their website.
From Slide 4 “Final production designs finalized and production masksets running in the foundry for product release (four in 2022, four in 1H’23)”. This indicates they are beyond the sampling mentioned above. If you need further evidence, go to Slide 9 to view the Alpha-Beta-Production Roadmap for products.
Your characterizations of POET and SuperPhotonics make it pretty clear you are probably not a POET investor. There is still time.