I looked back at the H.C. Wainwright presentation from a year ago- Sep 2018.I’m trying to figure out who the 3 major companies are for active qualification from the list below.Surely Huawei should be one with the new partnership with The China Prosper group IMHO. Who are potentially the other two ?
https://poet-technologies.com/docs/presentations/POET%20HCW%20Presentation_Sept_2018_anim-vFINAL.pdf
POET’s Strategy - to co-develop Optical Interposer-based solutions across a variety of markets beginning with Optical Engines for datacom and telecom applications
Component and Module Makers*
• Both markets are characterized by significant overlap
• System Integrators and End-Users often specify requirements
• Among these companies, we have engaged in discussions with 13, and all continue to be interested in the Optical Interposer to varying degrees
• Active qualification for co-development or contract development is in process with 3 major companies (all under non-disclosure)
• We continue to forecast delivery of prototypes by the end of Q4
Certain components / processes have been or are in qualification cycles, including:
QuadPIN Detectors
DFB Lasers
• Assembly and Test Equipment and Processes
• Macom •
• Broadcom •
• Lumentum •
• Applied Optoelectronics •
• NeoPhotonics •
• Intel •
• Kaiam •
• Luxtera •
• II-VI •
Finisar
Oclaro
Accelink
Applied Optoelectronics Molex
Mellanox Innolight
Source Photonics
Inphi
System Integrators and End Users*
• Acacia
• Ciena
• Arista Networks
• Infinera
• Huawei
• Nokia
• ZTE
• Fujitsu Networks
• Coriant
• Arista
• Cisco
• Microsoft • Google
• Facebook • Baidu
• Alibaba
• Tencent • AT&T
• Verizon • Comcast • Warner
