LWLG listed as a competitor along with Intel, Cisc
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Posted On: 07/24/2020 8:35:38 AM
LWLG listed as a competitor along with Intel, Cisco, and a few others in this Zack's research report out on Poet Technologies, I believe that Poet could also be viewed as complementary to LWLG, it really depends on what level you wish to assess LWLG's technology, the updated LWLG website is showing much more in terms of LWLG as its own platform P2IC, and investors know that ML has gotten many patents for the integration into PIC's already, but investors don't know how much work has been completed under NDA's on PIC builds partnering with LWLG
Competitors
Intel (NASDAQ:INTC) is the biggest player in this market but is heavily invested in silicon photonics because that is its wheelhouse. This technology is limited by its loss of light (requiring high powered lasers that use more energy) and its lack of tolerance for heat. Ultimately the properties of the materials used will stop it from reaching higher speeds in the future. The company’s advantage is its fab facilities that make the economics of using 12-inch wafers somewhat feasible for them, but no one else, due to the extremely high cost to build a fab. The industry winner will be the company that can find a scalable solution using ubiquitous and cheap 8”facilities and even smaller sizes.
Cisco (NASDAQ:CSCO) is a $197 billion company located in San Jose, California and involved in almost every product and service in communications technology including networking, security, collaboration, applications, and the cloud and it operates worldwide.
Skorpios Technologies is a private company based in Albuquerque, New Mexico. It specializes in Silicon Photonics serving the aerospace & defense, bioelectronics and communications markets. It has had $67.9 million in funding and was founded in 2009. In 2017 it bought Novati Technologies, a fab based in Austin, Texas, which had $40 million in revenues and 101 employees in 2016. It has approximately 125 employees. Cisco, Ericsson, Deutsche Telecom and Semtech are all investors.
Sicoya was founded in 2015 and was a spin off from Technische Universität Berlin (TU Berlin) where it is based. To date it has raised €4.5 million. It is a fabless provider of silicon photonics semiconductor chips for telecom and datacom, specifically optical transceiver chips for power efficient and scalable datacenter solutions. It integrates photonics and electronics on a single chip producing significant cost savings as well as a reduction in power consumption and size. In March it signed a deal to build a silicon photonics packaging factory in China to serve the Chinese market. There it will make transceivers and engines for 5G wireless front haul, and 100G/400G Ethernet based datacenter applications, utilizing Sicoya chips.
MACOM (NASDAQ: MTSI) is a 70-year-old company based in Lowell, MA. It has a $2.2 billion market cap and is expected to generate $509 million in revenues this year. It provides of high-performance analog semiconductor solutions for use with radio frequency (RF), microwave, millimeter wave, and photonic spectrums. It has multiple design centers, silicon, gallium arsenide and indium phosphide fabrication, manufacturing, assembly and test, and operational facilities worldwide. It also offers foundry services.
Rockley Photonics is POET’s closest competitor in its approach to a solution. It is based in Pasadena, CA and was founded in 2013. It manufactures photonics chips and custom integrated packaged products. Although privately held, it filed information that in 2018 it reached almost $20 million in revenues, spent $45 million on R&D, and lost $38.4 million. It has had $92 million invested in four funding rounds, the latest being on March 12, 2020. In addition it has had capital contributed by its joint venture partner Hengtong Opto-Electric of Jiangsu, China adding another $93 million. It is currently rumored to have a valuation over $500 million. This joint venture is to make high performance optical transceiver modules and it is targeting the market for 400G optical transceivers in data centers. Rockley has a development partnership with the Tyndall National Institute in Cork, Ireland, and announced a year ago that it had already raised more than $100 million in aggregate funding to support its expansion.
Lightwave Logic (LWLG) was founded in 1991 and is based in Englewood, CO. It has raised $51.6 million in capital and has been a public company since 2006. It is a development stage company focused on applying organic polymers for use in electro-optical devices. It is also targeting 100G and 400G markets. It currently trades at a market cap of $62 million. It has product in alpha and beta testing with customers.
https://s1.q4cdn.com/460208960/files/News/202...ompson.pdf
Competitors
Intel (NASDAQ:INTC) is the biggest player in this market but is heavily invested in silicon photonics because that is its wheelhouse. This technology is limited by its loss of light (requiring high powered lasers that use more energy) and its lack of tolerance for heat. Ultimately the properties of the materials used will stop it from reaching higher speeds in the future. The company’s advantage is its fab facilities that make the economics of using 12-inch wafers somewhat feasible for them, but no one else, due to the extremely high cost to build a fab. The industry winner will be the company that can find a scalable solution using ubiquitous and cheap 8”facilities and even smaller sizes.
Cisco (NASDAQ:CSCO) is a $197 billion company located in San Jose, California and involved in almost every product and service in communications technology including networking, security, collaboration, applications, and the cloud and it operates worldwide.
Skorpios Technologies is a private company based in Albuquerque, New Mexico. It specializes in Silicon Photonics serving the aerospace & defense, bioelectronics and communications markets. It has had $67.9 million in funding and was founded in 2009. In 2017 it bought Novati Technologies, a fab based in Austin, Texas, which had $40 million in revenues and 101 employees in 2016. It has approximately 125 employees. Cisco, Ericsson, Deutsche Telecom and Semtech are all investors.
Sicoya was founded in 2015 and was a spin off from Technische Universität Berlin (TU Berlin) where it is based. To date it has raised €4.5 million. It is a fabless provider of silicon photonics semiconductor chips for telecom and datacom, specifically optical transceiver chips for power efficient and scalable datacenter solutions. It integrates photonics and electronics on a single chip producing significant cost savings as well as a reduction in power consumption and size. In March it signed a deal to build a silicon photonics packaging factory in China to serve the Chinese market. There it will make transceivers and engines for 5G wireless front haul, and 100G/400G Ethernet based datacenter applications, utilizing Sicoya chips.
MACOM (NASDAQ: MTSI) is a 70-year-old company based in Lowell, MA. It has a $2.2 billion market cap and is expected to generate $509 million in revenues this year. It provides of high-performance analog semiconductor solutions for use with radio frequency (RF), microwave, millimeter wave, and photonic spectrums. It has multiple design centers, silicon, gallium arsenide and indium phosphide fabrication, manufacturing, assembly and test, and operational facilities worldwide. It also offers foundry services.
Rockley Photonics is POET’s closest competitor in its approach to a solution. It is based in Pasadena, CA and was founded in 2013. It manufactures photonics chips and custom integrated packaged products. Although privately held, it filed information that in 2018 it reached almost $20 million in revenues, spent $45 million on R&D, and lost $38.4 million. It has had $92 million invested in four funding rounds, the latest being on March 12, 2020. In addition it has had capital contributed by its joint venture partner Hengtong Opto-Electric of Jiangsu, China adding another $93 million. It is currently rumored to have a valuation over $500 million. This joint venture is to make high performance optical transceiver modules and it is targeting the market for 400G optical transceivers in data centers. Rockley has a development partnership with the Tyndall National Institute in Cork, Ireland, and announced a year ago that it had already raised more than $100 million in aggregate funding to support its expansion.
Lightwave Logic (LWLG) was founded in 1991 and is based in Englewood, CO. It has raised $51.6 million in capital and has been a public company since 2006. It is a development stage company focused on applying organic polymers for use in electro-optical devices. It is also targeting 100G and 400G markets. It currently trades at a market cap of $62 million. It has product in alpha and beta testing with customers.
https://s1.q4cdn.com/460208960/files/News/202...ompson.pdf
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