RE:Customer delays Also, Poet has made it known that it plans to make/sell its own modules. So why would someone buy Poet engines at a marked-up price to build modules and try to compete with Poet modules built with Poet engines sourced at cost?
Our goals for 2024 include:
- Completing a transmit optical engine design that will incorporate EMLs, which have become an industry standard at 400G and 800G, operating at both 100G per lane and 200G per lane;
- Incorporating those engines into an 800G 2xFR4 POET module
lscfa wrote: Poet says it is at the mercy of customers timelines but never says why customers keep changing timelines. Could it be that customers are delaying because Poet keeps announcing product enhancements and forthcoming improvements. Why would a customer commit to buy version 1.0 when you tell him version 2.0 is just around the corner.
e.g. why would Luxshare showcase a 800g transceiver with a Poet RX engine but no Poet TX engine, especially when Poet announced develop of TX engines months earlier? As a potential Luxshare customer, I'm simply going to wait until Luxshare comes out with a 800g transceiver that has both a Poet RX and TX engine. I don't want to do iteration after interation.
Aug 30/23 - In cooperation with one of the Company’s lead customers, Luxshare-ICT (SZ: 002475), POET along with its joint venture partner, Super Photonics Xiamen (SPX), will showcase a live demonstration of the performance of Luxshare's 800G OSFP transceiver that incorporates POET’s 800G Rx optical engine. POET and SPX will present additional live demonstrations of optical engines for 800G, 400G, and 200G transceivers operating over a wide temperature range and 2km to 10km of single mode fiber transmission. The demonstrations of linked optical engines on both the transmit and receive ends of the fiber highlight the end-to-end performance and product readiness of POET’s optical engines and allow customers to experience the simplicity and compact design of the products.