RE:RE:RE:Update Video Now that the 100G LR4 will sold to others besides ADVA expect sales to be greater....
POET will send beta samples to ADVA in the first quarter of 2023 and production is expected to begin in the second half of 2023. POET will likely start with hundreds of units per month in 2023 and then ramp up to thousands of units in 2024.
The end users will be companies in the datacom and telecom industries. According to LightCounting’s April 2022 report, the market opportunity for 100G CWDM4 and LR4 pluggable transceivers will continue to remain strong at an average of $700 million per year from 2023 to 2027. ADVA’s MicroMux™ Quattro is positioned to secure a share of that market.