Integrated transceivers forecast to be $20 Billion
Post# of 871
Source: Oculi, llc, Report Commissioned by POET
So what does this mean for LWLG's Revenue Potential for 2020-2022?
1)Investors know that LWLG has been working on optimizing Packaged Discrete devices since March 2018
Lightwave Logic Successfully Demonstrates Packaged Polymer Modulators Designed for 50Gbps
Englewood, Colorado, March 26, 2018 (GLOBE NEWSWIRE) -- Lightwave Logic, Inc. (OTCQB: LWLG), a technology company focused on the development of Next Generation Photonic Devices and Non-Linear Optical Polymer Materials Systems for applications in high-speed fiber-optic data communications and telecommunications, announced today it has successfully demonstrated, together with its packaging partner, packaged polymer modulators designed for 50Gbps.
https://lightwavelogic.com/profiles/investor/...&G=914
2) Investors also know that LWLG's first Target Market is 10Km and greater since its Launch in December 2018
Lightwave Logic Targets 10 km and Greater Market
Englewood, CO, Dec. 12, 2018 (GLOBE NEWSWIRE) -- Lightwave Logic, Inc. (OTCQB: LWLG), today announced a 50 Gbaud polymer modulator offering to address fiber optic communications needs for links over distances of 10 km or longer.
https://lightwavelogic.com/Lightwave-Logic-Ta...ter-Market
3) Investors also know there were successful R/T results presented at ECOC on a 100Gbs device with PkM Gen 2 materials
Lightwave Logic shows ultra-highspeed performance and robustness for optical communications
ENGLEWOOD, Colo., Sept. 26, 2019 /PRNewswire/ -- Lightwave Logic, Inc. (OTCQB: LWLG) announces that it presented positive technical results on its high-performance material for optical communications in two talks at the prestigious European Conference on Communications (ECOC) in Dublin, Ireland this week
https://lightwavelogic.com/Lightwave-Logic-sh...unications
4) Investors also know with the release of the IPSR Photonics Industry Roadmap that LWLG's technology is being shown as a Key Enabling technology for the Photonics Industry going forward
The IPSR-I is the result of the efforts of more than 250 experts from all over the world, working in the field of integrated photonic technologies and their applications . It gives an overview of the current status of technologies and of applications in which integrated photonic components are used. Above all it describes the trends, expectations and needs for technology and application development in the near (0-5 years), intermediate (5-10 years) and far (10-20 years) future.
https://www.photondelta.eu/news/ipsr-i-ready/
So what can investors expect in Revenues in 2020 and beyond?
Ok, with the 10Km market at $1 Billion, and Discrete devices still the Lion's share in 2020, let's conservatively say 60%/40%, so $600 million is the total available market for LWLG Discrete 100Gbs devices, so even if LWLG only captured 10% of that market it would mean 2020 Revenues of $60 million and with a 60% to 70% margin, LWLG would be making a Gross Profit of $36 to $42 million
This would end the need for any further financing as it would cover the current $6 million operating budget as well as budget increases for the PIC development costs
Dr Lebby has told investors LWLG has been internally maintaining/updating Revenue forecasts for at least 6 months now, and investors know that LWLG has PROVEN its ability to produce very significant levels of "Chips per Quarter" comparable to other Component providers in the Industry currently, and would only need to outsource if Massive orders form the likes of Intel roll in!