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
Message: POET Investor Deck.
$1B Annual Sales Opportunity in Current and Target Markets.
POET also has engagements or contracts with some of the largest Datacom and Telecom Optical
companies who represent a sizable market share among POET’s target market segments.
companies who represent a sizable market share among POET’s target market segments.
Each accelerator Celestial AI sells has four POET chips. At $200 per chip, Celestial could represent $800 million in potential revenues by itself. We believe most if not everything Celestial is planning to sell contains POET.
Expect that Celestial will start to buy product to build inventory for its product launches. POET will be providing Celestial AI LightBar modules.
Only 1,000,000 Celestial AI accelerators would get us to the $800 million in revenue. Suresh has previously said that components will be made in the millions and tens of millions.
Poet conservatively estimates it will be a billion-dollar revenue generating company within 5 to 7 years.
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