Some cool stuff here. We can start to extrapolate some figures. Do we know what price Poet will be selling these at?
In an April 2021 client webinar by LightCounting, shipments in 100G LR4 modules were forecasted to be essentially stable at approximately 4 million units annually from 2021 through 2026, with prices having stabilized as a result of there being no room left for cost reductions using the traditional manufacturing approach for these devices. This cost barrier and the high power consumption of current transceiver designs allows POET to provide competitive designs for this segment which represents a second large market opportunity for POET, complementing its previously announced 100G CWDM designs.