Let's have a look at the POET website changes in some detail. I compared the new website snapshot as of 2017-03-22 with the one I took on 2017-01-31.
On the homepage, they modified the "The next wave of innovation" text. The old text
- POET Technologies Inc. is the developer of an integrated circuit platform that will power the next wave of innovation in integrated circuits, by combining electronics and optics onto a single chip for massive improvements in size, power, speed and cost. The company’s current IP portfolio includes more than 34 patents and 9 pending. POET’s core principles have been in development by Chief Scientist Dr. Geoff Taylor and his team at the University of Connecticut for the past 20+ years, and are now nearing readiness for commercialization opportunities.
has been replaced by
- POET Technologies Inc. is the developer of an integrated circuit platform that will power the next wave of innovation in integrated circuits, by combining electronics and optics onto a single chip for massive improvements in size, power, speed and cost. The company’s current IP portfolio includes more than 58 patents granted and filed. Our definition of "integrated photonics" goes beyond the conventional approach to integration in the markets for optical data communication and other applications. Instead of combining multiple discrete devices into a single package, our technology creates the potential of a single, monolithic semiconductor chip that has all the elements needed to communicate data at the speed of light, but at the cost of copper.
That is, they …
- updated the number of patents from "more than 34 patents and 9 pending" to "58 patents granted and filed",
- removed reference to Geoff Taylor and UConn,
- removed the phrase "nearing readiness for commercialization opportunities",
- added an explanation of POET's view of the term "integrated photonics".
In the "POET Platform" section of the homepage, they replaced
- An opto-electronic platform that will power the next wave of innovation in integrated circuits, by combining electronics and optics onto a single chip for massive improvements in size, power, speed and cost. The company's current IP portfolio includes more than 34 patents and 9 pending. POET's core principles have been in development by Chief Scientist Dr. Geoff Taylor and his team at the University of Connecticut for the past 20+ years, and are now nearing readiness for commercialization opportunities.
by
- Our technology is designed to create a platform or "photonic engine" that integrates functions that have previously never been integrated into the same device. By doing so, we believe we can capture the value associated with those discrete devices, such as lasers, detectors and multiplexers, disrupting the market for conventional solutions and creating new and expanded applications for our photonic engine. Our vision for the company is to become the global leader in integrated photonics solutions by deploying our photonic engine along with other breakthrough innovations into a wide variety of vertical market applications. The POET platform may provide the following advantages to the industry:
In that list of advantages they replaced
- Efficiency and the speed of light at the cost of copper
and
by
- Performance and Power of optical solutions at the price points competitive to that of copper
Also on the homepage, but in the "Broad Application Space" section, they refined the old list
- Data Communications and Next Generation Data Centers
- SMAC (Social Networking, Mobility, Analytics and Cloud)
- Lighting and Displays
- Medical, Industrial and Automotive
- Defense and Security
- Consumer
- Internet of Things (IOT)
to a new one that distiguishes between near-term and longer-term:
- Near-term:
- Photonic Sensing
- Data Communications (long, medium, short reach)
- Longer-Term:
- Health Care
- Mobility
- Automotive
- Consumer
- Data Communications (very short reach)
On the DenseLight page, they replaced the "Our Vision" headline by a plain "Overview" and removed this text:
- To be a global provider of innovative solutions and designs, and a cost effective manufacturer of photonics products and services.
They also removed the "Our Mission" section from the DenseLight page. The text was:
- Our mission is to provide state-of-the-art photonic engines and optical solutions through early involvement that enables customers' end-to-end product development and launch. We pride ourselves in being partners in customer design and application wins.
They updated the Board of Directors page according to the published news releases.
The Constellation Series is no longer in the Technology navigation menu entry, but in the "Narrow Linewidth Laser" navigation on the Products page instead.
The Investor FAQ describes POET's business in a different way now. Instead of
- POET is a semiconductor process development company dedicated to developing the next generation of semiconductor integrated circuits technology that combines optics and electronics onto a single chip extending the physical limitations of Moore’s Law in performance and speed.
the replacement text reads:
- POET (Planar Opto-Electronic Technology) is an advanced semiconductor development and manufacturing company positioned to disrupt the market for integrated photonics. Photonics integration is fundamental to increasing functional scaling and lowering the cost of current Photonic solutions. POET believes that its advanced opto-electronics process platform enables substantial improvements in energy efficiency, component cost and size in the production of smart optical components, the engines driving applications ranging from data centers to consumer products to military applications.
Oh, and on the the POET Platform page, they eventually got it managed to properly describe the data centers' pain point of power.
Old text:
- The multi-billion-dollar Data Communications market is a particular focus for POET. Data centers are enduring an excruciating pain point in terms of power. Energy Management costs are approaching 50-60% of the cost of operating a Data Center today. Each watt of heat that does not have to be rejected from the rack could be worth about $10 per month in operating costs for a data center. A single copper direct attach cable burns about 3W of power per end – so a total of 6W per cable. Lets take a single mega datacenter with 10000 servers and 100000 copper links. If you can save 5W of power per copper link used in this one Data Center, this could easily translate into 500,000W of saved energy or $50 million per year in saved operating expense. And that is for a single mega data center.
For data centers, power has become critically important. Historically, the way to solve power problems is integrating multiple components monolithically on a single chip — in short, what has driven silicon technology for years. Now the optics world is primed for a similar transition to integrated solutions. POET offers the only integrated platform with gallium arsenide and optics. Critically, POET uniquely attacks the cost equation at the component level, the wafer-scale-packaging level and at the wafer-scale-test level — which translates into an overall cost that becomes competitive with copper technology. This is the key to the performance of optics at the price of copper. Other ancillary benefits of optics are lower weight, higher flexibility, smaller size and less Electro-Magnetic Interference -- all of which are becoming significant pain points in high density installations.
New text:
- A problem faced by data centers today is an excruciating pain point in terms of power. Energy management costs for US data centers alone had approached US$9 billion in 2013 according to the National Resources Defense Council and are forecast to rise to $13.7 Billion by 2020. Each watt of heat that does not have to be rejected from the rack could be worth savings in outright direct energy but also in indirect energy related tocooling costs. A single copper direct attach cable consumes about 3W of power per end. For example a single mega-data center with between 10,000-100,000 servers has a rough estimate of potentially 100,000 copper links. If you can save 5W of power per copper link used in this one data center, this can easily translate into 500 Kilowatts of saved energy translating into significant savings in operating expenses for a single mega data center. We believe data communications are primed for an integrated optoelectronic device and process platform that can enable low power, minimized size and component cost. This is the first opportunity that POET is targeting to address, with its patented process that integrates digital, high-speed analog and optical devices on the same chip. We believe that the process can enable managing data at the speed of light and the cost of copper.
For completeness, let me add some changes to the Presentations and Events page that has been done recently:
The video "POET Can Bring Significant Cost, Power and Form Factor Benefits to Data Centers, Says IBK Capital’s Michael White" of October 2015 is gone.
The "POET Technologies Corporate Overview" presentation is also gone.
The PIC International Conference presentation has been added.
They also fixed some typos here and there, even deep down on some product pages.