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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Message: Sensing applications

In the Extended investor presentation of 2022, the business model shows that POET plans to "Partner with domain incumbents for development in wearables, LIDAR, AR/VR and other non-datacom market sectors.", after POET has designed, developed and sold advanced module products globally through POET (800G +).

The latest AGM presentation shows that the product release for 800G modules is expected no later than Q4 2024. The only verticals mentioned are datacom and Lidar, with no reference to any other verticals. Sensing vertical is only shown in slide 12 as "Additional Future Market Opportunities".

Liza stated in 2021 that POET is in talks with one of the worlds largest wearable makers.

So the timeline for sensing applications begins in 2025 and we might not see a sensing product untill then am I correct?

Thanks.

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