Here's a resume of all the moving pieces:



2019 Q1: POET-Technologies 100G receive optical engines 

The receive portion or the Interposer Platform or ROE(Receive Optical Engine) is being developed internally(POET-Technologies) on the Interposer Platform and will be qualified by Accelink.

POET is expecting revenues from the ROE(Receive Optical Engine) in Q1 2019. These were the prototypes associated with the $3 million sale figures.

00:22:58 –“We established a memorandum of understanding with Accelink, one of our lead customers and development partners for datacom and telecom applications. We also demonstrated a 100 Gbps-capable quad PIN receiver, so each pin is a 25 Gbps lane. Four of them provide a cumulative of 100 Gbps operation. And we have developed that for use with our optical interposer, and it represents a critical part of our first product offering, which would be a receive optical engine for 100 Gbps.”


2019 1H: Almae 100G TROE(Transmit Optical Engines)

-TROE prototype sampling
-TROE qualification

2019 2H:

-TROE customer orders

Almae is the one responsible for development on the Transmit side of the Optical Engine. Prototypes are expected 1H 2019 and revenues are expected 2H 2019.

00:27:17 – A third announcement that we just made, actually this morning, was to partner with another company, based in France, to help us develop the transmit-side of the equation. So we are partnering with Almae to jointly develop and manufacture optical engines, the transmit optical engines, that are compatible with our interposer. We are doing this to accelerate our time to market for the receive-and-transmit chain. And the first products that we would be working on together are, again, the high-speed lasers that are required for a full 100G transmit-and-receive engine. So we are internally working on the receive engine and the interposer, and we are partnering on the high-speed lasers. I think this was another strategic decision on our part, which is to partner to accelerate time to because we would have to do all these developments sequentially, internally. I think the interposer concept has been well-received in the industry, and we do have companies like Almae wanting to partner with because they see an opportunity to participate in what we think is a good disruption as it relates to photonics packaging. So, on the transmit side, the prototypes are expected in Q1 of 2019, along with joint sales in 2019.

2019 2H: 400G ROE(Receive Optical Engine)

-Prototype/revenue expected. 

2019: 10G/2.5 GPON & LIDAR

00:58:12 – I think, like I’ve said, the most important piece of what we are trying to do is to establish the platform capability. We do think that it’s time well-invested to have that be robust, so that products can be spun-out on a robust platform without significant re-engineering. So the process transfer to SilTerra on the interposer we expect to complete in the first half with the installation of our tools and the processes. We get into a multi-chip-module qualification in the second half of the year. We would use a single vehicle to do that, which would be a coarse WDM data centre solution. And then we would expand, at that point in time, the portfolio to other protocols like LR4, or to other market verticals like telecom, GPON, or sensing.



Partners:

SilTerra – Interposer Platform Manufacturer on 8 inch wafers

00:25:52 –  The other main agreement that we signed was with SilTerra, it’s our development and manufacturing partner, with sufficient foundry capacity to meet the requirements of the optical interposer production. We made a fairly significant capital investment in Q1 of this year, and we procured 8″ wafer tools for the optical interposer development. Those tools were delivered in Q2, early in Q2, and as of this week, they’ve actually been released for process development. You can see the pictures of the tools installed at SilTerra’s clean-room facility in Malaysia. We picked SilTerra for their unique combination of lithography capability and copper metallization, which is critical for high-frequency RF, and there aren’t too many foundries with that combination at 8″ scale, so we were very pleased to have a relationship with SilTerra to continue development, and then manufacturing, of our interposers. So this was another significant agreement that we announced in Q2 of this year.


Almae – Transmit Optical Engine R&D / Client

00:27:17 – A third announcement that we just made, actually this morning, was to partner with another company, based in France, to help us develop the transmit-side of the equation. So we are partnering with Almae to jointly develop and manufacture optical engines, the transmit optical engines, that are compatible with our interposer. We are doing this to accelerate our time to market for the receive-and-transmit chain. And the first products that we would be working on together are, again, the high-speed lasers that are required for a full 100G transmit-and-receive engine. So we are internally working on the receive engine and the interposer, and we are partnering on the high-speed lasers. I think this was another strategic decision on our part, which is to partner to accelerate time to market, because otherwise we would have to do all these developments sequentially, internally. I think the interposer concept has been well-received in the industry, and we do have companies like Almae wanting to partner with us, because they see an opportunity to participate in what we think is a good disruption as it relates to photonics packaging. So, on the transmit side, the prototypes are expected in Q1 of 2019, along with joint sales in 2019.

00:59:50 – As it relates to spin-off products, I think our key is the 100G, so we’d finish like I said our PIN qualification in the back-half of this year and put out our receive optical engine prototypes and complete that qualification as well. So we drive orders and revenue off of these products in 2019. The partnership that we have announced with Almae allows us to accelerate our time to market on the transmit/receive side. Obviously the ASPs, if you will, on the receive-only is less than the ASPs on a transmit plus receive for exactly the same unit-volume that we would have to sell. So moving from receive to receive-plus-transmit represents another growth in revenue opportunity for us.

01:10:30 – So while we have internal capability on lasers that are non-modulated, so they are continuous wave, as well as high-frequency receivers, we decided that we would partner on the high-frequency laser side of things with our recent announcement with Almae to accelerate time to market.



Accelink – Concept Validation / Client

00:22:58 – We established a memorandum of understanding with Accelink, one of our lead customers and development partners for datacom and telecom applications. We also demonstrated a 100 Gbps-capable quad PIN receiver, so each pin is a 25 Gbps lane. Four of them provide a cumulative of 100 Gbps operation. And we have developed that for use with our optical interposer, and it represents a critical part of our first product offering, which would be a receive optical engine for 100 Gbps. Also, looking forward to the applications of our platform, we understand that we would require a hermetic seal capability, and we wanted to do that in a low-cost, wafer-scale manner, as opposed to the more traditional gold box, individual module, seam-sealing process that is used in the industry today. And we have invented a new wafer-scale, wafer-level, hermetic sealing technique that is compatible with our optical interposers. So that was, in one page, detailing a lot of work on the part of a lot of people in this company over the past year since we changed our strategy and put most of our investments behind the development of our optical interposers and on our indium phosphide devices.

00:24:32 – So a little bit on each of these agreements: With Accelink, they are our lead customer and also a development partner in the sense that we are able to provide prototypes and get feedback on their performance as it relates to market applications that we are going after. Our first products would be 100/400G receive optical engines. Subsequent products would be an extrapolation of that interposer capability from receive to also including the transmit chain as well as an expansion of our portfolio to telecom applications like GPON. It’s the next generation GPON, so it’s the 10G/2.5G combination solution. The early prototypes to validate the functionality of our interposers will be in Q3 of this year, with production-ready prototypes being delivered to the customer by the end of the year. We would expect production revenues associated with this product, subject to successful qualification and meeting all the standards for that application space in 2019.

01:44:02 – David Lazovsky: Yeah, so Accelink for example. We have a MOU with Accelink, we’ve disclosed that. They’re a module maker. So what Accelink does is, they would buy the optical engine from us, and they would buy the electronics to run that optical engine from an electronics provider.

00:22:58 – We established a memorandum of understanding with Accelink, one of our lead customers and development partners for datacom and telecom applications. We also demonstrated a 100 Gbps-capable quad PIN receiver, so each pin is a 25 Gbps lane. Four of them provide a cumulative of 100 Gbps operation. And we have developed that for use with our optical interposer, and it represents a critical part of our first product offering, which would be a receive optical engine for 100 Gbps. Also, looking forward to the applications of our platform, we understand that we would require a hermetic seal capability, and we wanted to do that in a low-cost, wafer-scale manner, as opposed to the more traditional gold box, individual module, seam-sealing process that is used in the industry today. And we have invented a new wafer-scale, wafer-level, hermetic sealing technique that is compatible with our optical interposers. So that was, in one page, detailing a lot of work on the part of a lot of people in this company over the past year since we changed our strategy and put most of our investments behind the development of our optical interposers and on our indium phosphide devices.



https://poet-technologies.com/docs/agm2018/POET-AGM-Slide-Presentation-2018.pdf

https://rainerklute.wordpress.com/2018/08/31/poet-technologies-agm-2018/