Fj stated that each wafer will produce 2000 optic engines and 10k wafers per month so about 20 millions optic engines a month.
Suppose for our competitors each optic engine costs 6 $ to produce and sells for 8$.
Poet's cost is expected to be 10% of competitors cost so around 60 cents. If Poet decides to sell it for 5.5$ per optic engine Poet will still make profit of 4.9$ per optic engine. Let us reduce profit to 4$ a piece. So 80 millions a month. Pretty impressive to me. Am I wrong in my price assumption ? Maybe. Your thoughts please