I don't think anyone mentioned what was said about wafer sizes at the AGM? Anyways, I was talking to fellow POET'ers last week and was reminded of something mentioned at the AGM. Thought I would share.

Looking back on it now, this might have been one of the most significant things mentioned at the AGM. I can't remember who asked? Andy7, MapleSyrup or Schnauser maybe? Please add to this if you were at the AGM.


Wafer sizes

There's been much talk about 3inch, 6inch, 8inch, 12inch wafers. But I for one didn't really realize how the POET process would relate to these sizes.

I mean, yes, the basic economics are easy to understand.

Larger wafers = more chips = lower cost per chip in very large production runs

But POET is different, and that's what I hadn't fully grasped yet.

See, traditional chip makers idealy want to manufacture huge volumes of the same chip for many companies.

For example, when a chipmaker makes a 28nm chip they want to try and sell it to the most companies possible, ideally for them, every phone on the market would have the same 28nm, whether it's an Iphone, Galaxy, Blackberry, Samsung, LG, HTC, ect..

Higher volume, lower cost, more profit.

Then you take these same chips and pakage them in different ways to then supply your different clients (Apple, LG, Blackberry, ect)

(^Note this explanation is very simplified*)


Now, enter POET.


With POET, you don't necesaraly need large volume. POET follows the specialized paradigm. With POET, you can custom build your own chip with everything you need, integrated the way you want it, for your product.

So the traditional economics of mass production doesn't neccesarily apply.

Let's say you're Apple and you need 90 million chips fully customized for the Iphone, 50 million chips fully customized for the Ipad and 30 million chips for the Iwatch.

With POET you don't need to work your product around the best performance/value mass produced chips made by other companies. You can design the chip exactly how you want it, whether it's for your Iphone, Iwatch or Ipad, and contract out the production to a 3rd party, the 3rd party fab can then go and make the production runs you need in "older fabs" that run 3-6inch wafers where the economics of smaller customized productions make sense for both parties.

The POET process can print fully customized integrated circuits, everything from the RF, Memory, Sensors, ect.. the circuits can be made to the exact specification of your product and more than likely your product no matter how many units you sell won't require Fab capacity over 3-6-8 inches because you need capacity for one product not a mass produced chip for every product out there.


It's early in the morning for me, hope my writing makes sense lol
Cheers,
Abel00