Agoracom: Small Cap Investment - POET Technologies Inc.

Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Wavelight

Shash

Nov 03, 2020 08:43AM

Nov 03, 2020 10:45AM

Nov 03, 2020 01:33PM

Nov 03, 2020 01:52PM

Guernsey21

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Re: Wavelight

in response to

Re: Wavelight

LudLight

posted on Nov 03, 2020 01:55PM

Welcome LudLight, I believe the JV model diagram in the photos section still applies:

h ttps://s3.amazonaws.com/s3.agoracom.com/public/photos/images/5892/large/JV_Model.jpg

My understanding is 400G OE's destined for outside of PRC are supplied (sold) to POET by SuperPhotonics. POET then sells to whoever they want (ie NA Tier 1, etc) for integration into customer's own products, or perhaps as fully functional (POET?) transceivers. Of course, alternate opinions welcome!

The important point being, POET has a means of mass production, something a NA Tier 1 customer would demand before entering into a business relationship....IMO

20 Recommendations

Re: Wavelight

fairchijisback

Nov 03, 2020 09:15PM

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