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: Re: POET's supply chain questions
13
Aug 23, 2024 12:52PM

Some facts I like verified......

Poet and Sanan formed a joint venture between each other Super Phonics Xiamen (SPX) ...Poet owns 80% and Sanan IC holds 20%. This seems to be a very lucreative deal for all concerned with a big demand for different products to supply many companies like AVDA, BFYY, Fibertop and they have attracted the attention of major end users like Alibaba, FiberHome and ByteDance. .....

.Poet coloeration and deals with Luxshare and Foxconn are seperate from any deals with SPX.

Poet is expected to recognize significant revenue from its Luxshare partnership in 2024, and Foxconn a year from now. Luxshare is the closest sign of big profits for Poet that I can find, their are others with no dates, or later dates.

 

 

5
Aug 23, 2024 05:49PM
5
Aug 23, 2024 07:55PM
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