So can anyone complete the list as far as we know things?

I will try my guess: (probably really bad)

Customer A: Systems Company: 100G CWDM4/LR4 optical engines: under contract: design–in Q3 ’22: production Q4 ’22: 20 million 3-year projection.

Fibertop?

Customer B: Machine Learning Company: LightBar: under contract: design-in 1H ’23: production 2H ’23: 100 million 3-year projection.

Celestial AI?

Customer C: Module Company: 100G CWDM4 Optical Engines: Committed: Design-in Q3 ’22: Production Q4 ’22: 5 million 3-year projection.

another chinese company?

Customer D: Module Company: 100G/200G/400G Optical Engines: Committed: Design-in 2H ’22: Production: 1H 2023: 30 million 3-year projection.

European Tier 1?

Customer E: Module Company: 200G/400G Optical Engines: Engaged: Design-in 2H ’22: Production 1H ’23: 25 million 3-year projection.

another Chinese?

Customer F: Module Company: 200G/400G Optical Engines: Engaged: Design-in 2H ’22: Production 1H ’23: 25 million 3-year projection.

another chinese?

Customer G: Data Center (!): LightBar: Engaged: Design-in 1H ’23: Production 2H ’23: 50 million 3-year projection.

Facebook? Google? Tencent? or other chinese

Customer H: Optical I/O system: LightBar: Engaged: Design-in 1H ’23: Production 2H ’23: 15 million 3-year projection.

Is this our US Tier1? 15 mil.?

Just with these companies, 270 million 3-year projection

Yes and at least 6 more customers engaged...

Sorry my guess is pretty random but just wanted to start the guessingparty...

LoveD