Luxshare. I think it is now likely that POET is replacing future suppliers to Luxshare starting at 800G. As per POETs blog regarding the start of their relationship on the advanced receive side which became available first. 

2. The company often cites its competitive size as a reason why POET garners attention from customers. Why does the size of these single chiplet solutions matter to LuxshareTech? 

The available board space for 400G and 800G transceivers is about 18mm wide. Several electronics and photonics components need to fit in that available space. It gets even more challenging for 800G transceivers since the component count doubles but the available space inside a QSFP-DD package remains the same. POET’s 400G FR4 RXOE chiplet is 4.7mm wide and the 800G 2xFR4 chiplet is only 5.1mm wide. The small size of POET’s RXOEs simplifies customers’ board design and provides the required flexibility to lay out other components for the transmitter and complete the module design.

From the first NR with Luxshare:

The 400G and 800G FR4 RXOEs are the first of their kind to integrate photonic and electronic components on a single interposer chiplet. 

From the latest NR with Luxshare

POET AND LUXSHARE TECH EXPAND PRODUCT OFFERINGS FOR ARTIFICIAL INTELLIGENCE NETWORKS

Poet Technologies Inc. has expanded its partnership with Luxshare Technology Co. Ltd. to provide more optical module products targeted at AI (artificial intelligence) network equipment and AI service providers. Luxshare Tech is a global leader in providing technology for data communication facilities and enterprise-level products for some of the largest companies in the world.

Luxshare Tech and Poet agreed to produce additional types of optical transceiver modules following the successful completion of the testing of 800-gigabit 2xFR4 OSFP modules using Poet's receive optical engines. These modules showed exceptional performance, which prompted Luxshare and Poet to adopt a broader range of Poet's optical engines into the Luxshare offerings.

The additional products will include Poet's transmit and receive optical engines for Luxshare's 400-gigabit and 800-gigabit pluggable transceivers for single-mode fibre applications. These state-of-the-art transceivers will combine Poet's industry-leading 100-gigabit-per-lane and 200-gigabit-per-lane optical engines with Luxshare's advanced optical module designs. The optical modules will be manufactured and sold globally by Luxshare .

"Luxshare Tech is committed to providing our current and prospective customers with high performance, low-cost transceivers and modules that deliver the power savings that are coveted by AI developers, data centre hyperscalers and the computing industry," said Mike Gao, general manager of Luxshare Tech's optoelectronic business unit. "Poet's interposer-based optical engines have surpassed our expectations, and we anticipate that this partnership will continue to impress our customers. The solutions we are working on will deliver faster and more energy-efficient data communications within the next year."

Selected Poet optical engines will be integrated into existing Luxshare products that are already on the market. Along with the 800-gigabit 2xFR4 OSFP module, Luxshare is developing a series of DSP-based (digital signal processor) and linear pluggable optics products for 400-gigabit and 800-gigabit speeds using Poet's optical engines. These multiple projects will generate complete solutions that include transmit and receiver engines that are built on the Poet optical interposer platform technology.