As has been noted by POET the increased cost to go from 100G to 200G is much less than the increase in pricing. Thus one would expect greater profit going from 100G to 200G. When we get to 400G the price advantage is likely to be significantly higher in terms of build cost versus pricing.
If for example if we look at 400G pluggable sourced from Alibaba we see pricing at $3000 plus.
Since the optical engine is considered to be something like 50% the cost I think it would be fair to say that each engine would likely sell for much more than $50 maybe something closer to $500.
These are all guesses but some Sherlock’s on this forum could probably come up with more grounded numbers or you could spend the $3k or whatever it is on the market report that was posted here a couple of days ago and get more precise information. My guess is that market report will become the basis of a price target in the near future.
And I think we begin to see production for 400G for Europe and NA from sources other than the China potentially in 2022. We could begin to see exponential growth beginning in 2022 especially as the needs by industry are growing so rapidly.
