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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This is when it gets interesting, extrapolating from the quote "Selected POET optical engines will be integrated into existing Luxshare Tech products that are already on the market."

However Luxshare were delievering 400/800g before seems to have been replaced by Poet, so who were the incumbent suppliers for these existing product lines. 

Are the imcumbent suppliers now starting to feel hungry at lunch?

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