What's coming down the pipe that we can look forward to? "I think there are 2 key inflection points this year that will help to ramp POET's as well as Super Photonics revenue. One key inflection point is the transmit engine of 400G. That's been a challenge for us because the supply of modulators has been substantially delayed but we now have access to the silicon photonics modulators so we're working really hard to get some demonstrations done for the CIOE.... but we're taking a parallel path there with the DML lasers as mentioned before", "the receive is already there in the bag, so once we get thet transmit at 400G, our roadmap to 1.6T is secured because our form factor is such that a 400G solution becomes a 2x400 for 800 and a 4x400 for 1.6T, and both of those are standards", "As the datacenter clicks up in frequancy at this point, it's basically multiple channels of 400 so that's where we're going it's 4 channels, 8 channels, 16 channels, and as that channel count increases, our value increases and that is critical to the company's success"., "The second is our remote light source business with Celestial and our intent to be able to deliver samples to them this year and then leverage that to target to ultimate customers in that space."
"Apart from the standard qualifications and sampling and the 100G 200G and the things we're doing, these are the two key things that are important for POET to keep going forward".
"The base block of 400 would be qualified so you can just use multiples of a qualified engine so the module qualification time gets cut as a consequence"
"We got an interposer that adresses RF, thermal as well as the optical connectivity"
"Demonstrate a 1.6T/s receive engine at the CIOE in september"
"POET has a lot of customers in the pipeline, particularly for the 800G segment"
POET is "running a feasability study for Biosensing vertical"
POET has gained interest from other industries such as companies that are into military
"The Optical Interposer is THE ONLY chip scale integrated solution for modulated lasers (DML, EML) extending the applicability of these devices into the Tb era"
"The fact that we have a platform that can incoporate these DML lasers in a form factor that's untouchable at power consumption levels that's untouchable is really key"
"There was definitely a lot of talk about hybrid integration in that conference because it's really I believe where the the world is and the system integration is going to go over the next five years. Of course we've been talking about hybridization since what 2017 or 18, but you know, that concept is catching on"
"People came to our booth um you know folks in either defense or in lidar or what what have you where you know they see an opportunity for an integration platform such as ours to make their systems more viable and, you know, while it's not our immediate thrust to go to run after every opportunity um that affords itself because we have to be very selective about what we do and we have a roadmap we need to execute too"
And relisten to this:
"The OFC event provided the Company with the opportunity to engage with several industry analysts, commentators, sell-side analysts and investment bankers."
"Exceeded what I would have expected going into OFC"
"Overall, the exhibition was an overwhelmingly successful event for POET."
"The POET exhibit had a continuous stream of attendees, including industry leaders, analysts and media."
"Early in 2022, the National University of Singapore and POET will launch a state-of-the-art hybrid optoelectronics integration assembly center that will work on products not directly related to the Super Photonics joint venture."
"The OFC event provided the Company with the opportunity to engage with several industry analysts, commentators, sell-side analysts and investment bankers."
"The Optical Interposer is an integration platform that is agnostic to the material system that any given device is built from, meaning that we can select the ‘best of breed' for the specific application rather than trying to do everything in silicon or any other material. This distinctive feature of the POET Optical Interposer technology, among others, means that we can address applications where conventional free-space optics or traditional silicon photonics cannot. We believe that POET represents the future of photonics integration."
"We believe it has the potential to become a new standard for packaging in the photonics industry."
"I had 3 objectives going into #OFC22 and they were all exceeded.”
"We had 40-50 meetings overall and are rapidly gaining traction with potential customers, including data center operators, networking systems and AI vendors and module companies," said Vivek Rajgarhia, President of POET Technologies. "Some of the more interesting partnering opportunities were with innovative device companies, looking to utilize POET's platform for the next generation of optical engines for transceivers and co-packaging applications."
"Optical engines deliver superior performance at industry leading cost, form factor and scale with wafer scale passive assembly"
"The Optical Interposer unlocks the packaging bottleneck in photonics"
“So why invest in POET now? First of all, we have a technology that has been proven out by leading companies. We have a first-rate management team, with public company track records. We have a totally disruptive technology applied to large and known markets with huge potential. We are now commercializing after 4+ years of development. We’re not very well known outside of Canada—in fact, we’re probably not that well known inside of Canada—so because we trade only on the OTC in the US, we haven’t been able to attract as many investors as we would like to. Although we are not known, we will be soon. We have a solid, large company partner in China with investment in the JV with SANAN. The plans for the JV are to grow it, and to eventually possibly to take it public on the Star Board in a few years. And we’re expecting soon to be on the NASDAQ, which in my opinion, itself, will increase our share price because of the larger investment audience we’ll attract."
"Shareholders are now in a better position today than they ever were and they may not even know that."
"Ai is just a very exciting business for POET, just because of the volumes involved".
“Any time you are past the technology phase and getting into business development, getting into commercialization, starting to get into customers, becoming their preferred supplier, it’s always an exciting time… it’s also an extremely busy time for the company and there’s obviously a lot of things you’ve got to do. Sometimes we feel like we’re building the plane as it’s taking off, but that’s kind of what we do… As an investor base, I think you guys should take a closer look at us because we are definitely at an inflection point NOW”
"As photonics plays a larger role in our lives, the excitement around the industry builds. In 2022, it should have an unprecedented commercial impact, signaling even greater growth in the years ahead."
“The customized Optical Interposer platform that we have co-developed with POET is among the most advanced of its kind in high-speed computing.”
"So many ideas in the pipeline to develop" and shareholders are in the "best position they ever were and they might now even know that yet."
"The interposer is such a low loss medium and when I say low loss, not just low optical loss but low RF lost right. Low electrical loss that you know we're able to operate these products at approximately 30% lower power consumption of what might conventionally be achievable or possible."
"A lot of people attempting to flip-chip lasers, but we are the only ones in the world that have been successfully able to do it with extremely small directly modulated lasers (DML)"
"We believe that by having a platform that enables the use of these types of ultra small, ultra low power devices allows us to not only provide competitive solutions at 100G and 200G, but we can extend these solutions using DML lasers all the way to 1.6T/sec or even 2T/sec, which without our platform is simply not conceivable. We have the extension of a an otherwise ending roadmap."
"LR4 is a blue ocean."
“The mega trends of Cloud Computing, 5G Communications and the rapid growth of Artificial Intelligence are spawning numerous applications and driving increasing volume demands for both high-performance lasers and integrated photonics solutions. These applications require a step function improvement in packaging and scalability.”
"We just keep building momentum."
“The benefits to POET of this joint venture are notable, as it provides a means for POET to bring products based on the Optical Interposer platform to market with a partner that is able to scale production quickly and efficiently."
"POET's Optical Engine is 1/4 the size of a conventional chip-on-board DML solution."
"We're not the only ones referring to POET's technology as being 'amazing.'"
"Live demos of POET’s 200G FR4 TX engine & 400G FR4 RX engine were exceedingly well received by the dozens of attendees who viewed at our booth. The “semiconductorization” of photonics is truly a game-changer for the industry."
“We take data transmission to the next level.”
“Current photonics products are still assembled and tested using conventional and esoteric packaging technologies that ultimately limit production scalability. POET’s Optical Interposer addresses key integration and scalability challenges with a unified wafer-scale hybrid integration platform that seamlessly merges the benefits of Planar Lightwave Circuits (PLCs) and electrical interposer functionality for co-packaging electronics and optics within a single chip-scale package.”
“Lithium niobate modulators have been used for the last 35 years, and have the best performance and reliability of any other modulator technology.”
"Truly Amazed" is how Raju Kankipati, POET Technologies' latest hire, felt when he first saw the company's Optical Interposer in action."
"A 400G DML-enabled product ... would act like a slingshot and propel innovation in a number of sectors."
"Samples are in the hands of multiple potential customers and partners and the early feedback is strongly positive."
“Beyond proving the combined functions of 400G, we will conclusively demonstrate over the next few months the simplicity and versatility of POET’s Optical Interposer design, which allows leading edge chips, like the SiluxTek modulator PIC, to be rapidly integrated into our platform. In addition, the fully integrated optical engines designed by POET are fabricated and tested at wafer-scale, resulting in lower cost and the ability to rapidly scale production. This is a moment, I believe, that will catch the attention of leading module and systems companies based in China, both in and out of the datacom market space, in the potential uses for the POET Optical Interposer across a wide spectrum of photonics applications.”
"POET Technologies has an immense amount of intellectual talent for a company of its size. Led by CEO Dr. Suresh Venkatesan."
"POET’s Optical Interposer provides greater than 100 times more scalability than other options in the photonics industry. That’s because of the OI’s lower bill of materials and ease of integration."
“We are working closely with customers on further product customization for their specific end market applications & with others on proposals to leverage the benefits of our Optical Interposer platform.”
"Our excellent performance and small form factor make us hard to beat!"
“We presented at OFC the 400-gig receiver platform that is capable of both 400 and 800, and those got a lot of critical acclaim because we are the only chip-scale, integrated multiplexed receiver out there.”
"Hybrid integration is on track to impact the industry in notable ways in 2022. Until we get there, companies ensnared in the supply-chain backlog can implement some sensible measures to mitigate the delays. One of the first things that can be done is to procure qualified secondary vendors who can help fill the gap when your primary supplier is unable to deliver. That is a step we took at POET Technologies in the spring and it has helped us limit the delays toward the commercialization of our products."
"Because we have been well-prepared for such a contingency, we do not believe this temporary lockdown will have any effect on our planned delivery schedule to customers, prospective customers or business partners.”
The company is heading the right direction, at high speed. Revenues are in sight. These will be a driving force for our shareprice and these numbers will only increase in the years ahead. Perfect time to catch some more shares if you can.
Thankyou CWDM for posting this on Agoracom
"Apart from the standard qualifications and sampling and the 100G 200G and the things we're doing, these are the two key things that are important for POET to keep going forward".
"The base block of 400 would be qualified so you can just use multiples of a qualified engine so the module qualification time gets cut as a consequence"
"We got an interposer that adresses RF, thermal as well as the optical connectivity"
"Demonstrate a 1.6T/s receive engine at the CIOE in september"
"POET has a lot of customers in the pipeline, particularly for the 800G segment"
POET is "running a feasability study for Biosensing vertical"
POET has gained interest from other industries such as companies that are into military
"The Optical Interposer is THE ONLY chip scale integrated solution for modulated lasers (DML, EML) extending the applicability of these devices into the Tb era"
"The fact that we have a platform that can incoporate these DML lasers in a form factor that's untouchable at power consumption levels that's untouchable is really key"
"There was definitely a lot of talk about hybrid integration in that conference because it's really I believe where the the world is and the system integration is going to go over the next five years. Of course we've been talking about hybridization since what 2017 or 18, but you know, that concept is catching on"
"People came to our booth um you know folks in either defense or in lidar or what what have you where you know they see an opportunity for an integration platform such as ours to make their systems more viable and, you know, while it's not our immediate thrust to go to run after every opportunity um that affords itself because we have to be very selective about what we do and we have a roadmap we need to execute too"
And relisten to this:
"The OFC event provided the Company with the opportunity to engage with several industry analysts, commentators, sell-side analysts and investment bankers."
"Exceeded what I would have expected going into OFC"
"Overall, the exhibition was an overwhelmingly successful event for POET."
"The POET exhibit had a continuous stream of attendees, including industry leaders, analysts and media."
"Early in 2022, the National University of Singapore and POET will launch a state-of-the-art hybrid optoelectronics integration assembly center that will work on products not directly related to the Super Photonics joint venture."
"The OFC event provided the Company with the opportunity to engage with several industry analysts, commentators, sell-side analysts and investment bankers."
"The Optical Interposer is an integration platform that is agnostic to the material system that any given device is built from, meaning that we can select the ‘best of breed' for the specific application rather than trying to do everything in silicon or any other material. This distinctive feature of the POET Optical Interposer technology, among others, means that we can address applications where conventional free-space optics or traditional silicon photonics cannot. We believe that POET represents the future of photonics integration."
"We believe it has the potential to become a new standard for packaging in the photonics industry."
"I had 3 objectives going into #OFC22 and they were all exceeded.”
"We had 40-50 meetings overall and are rapidly gaining traction with potential customers, including data center operators, networking systems and AI vendors and module companies," said Vivek Rajgarhia, President of POET Technologies. "Some of the more interesting partnering opportunities were with innovative device companies, looking to utilize POET's platform for the next generation of optical engines for transceivers and co-packaging applications."
"Optical engines deliver superior performance at industry leading cost, form factor and scale with wafer scale passive assembly"
"The Optical Interposer unlocks the packaging bottleneck in photonics"
“So why invest in POET now? First of all, we have a technology that has been proven out by leading companies. We have a first-rate management team, with public company track records. We have a totally disruptive technology applied to large and known markets with huge potential. We are now commercializing after 4+ years of development. We’re not very well known outside of Canada—in fact, we’re probably not that well known inside of Canada—so because we trade only on the OTC in the US, we haven’t been able to attract as many investors as we would like to. Although we are not known, we will be soon. We have a solid, large company partner in China with investment in the JV with SANAN. The plans for the JV are to grow it, and to eventually possibly to take it public on the Star Board in a few years. And we’re expecting soon to be on the NASDAQ, which in my opinion, itself, will increase our share price because of the larger investment audience we’ll attract."
"Shareholders are now in a better position today than they ever were and they may not even know that."
"Ai is just a very exciting business for POET, just because of the volumes involved".
“Any time you are past the technology phase and getting into business development, getting into commercialization, starting to get into customers, becoming their preferred supplier, it’s always an exciting time… it’s also an extremely busy time for the company and there’s obviously a lot of things you’ve got to do. Sometimes we feel like we’re building the plane as it’s taking off, but that’s kind of what we do… As an investor base, I think you guys should take a closer look at us because we are definitely at an inflection point NOW”
"As photonics plays a larger role in our lives, the excitement around the industry builds. In 2022, it should have an unprecedented commercial impact, signaling even greater growth in the years ahead."
“The customized Optical Interposer platform that we have co-developed with POET is among the most advanced of its kind in high-speed computing.”
"So many ideas in the pipeline to develop" and shareholders are in the "best position they ever were and they might now even know that yet."
"The interposer is such a low loss medium and when I say low loss, not just low optical loss but low RF lost right. Low electrical loss that you know we're able to operate these products at approximately 30% lower power consumption of what might conventionally be achievable or possible."
"A lot of people attempting to flip-chip lasers, but we are the only ones in the world that have been successfully able to do it with extremely small directly modulated lasers (DML)"
"We believe that by having a platform that enables the use of these types of ultra small, ultra low power devices allows us to not only provide competitive solutions at 100G and 200G, but we can extend these solutions using DML lasers all the way to 1.6T/sec or even 2T/sec, which without our platform is simply not conceivable. We have the extension of a an otherwise ending roadmap."
"LR4 is a blue ocean."
“The mega trends of Cloud Computing, 5G Communications and the rapid growth of Artificial Intelligence are spawning numerous applications and driving increasing volume demands for both high-performance lasers and integrated photonics solutions. These applications require a step function improvement in packaging and scalability.”
"We just keep building momentum."
“The benefits to POET of this joint venture are notable, as it provides a means for POET to bring products based on the Optical Interposer platform to market with a partner that is able to scale production quickly and efficiently."
"POET's Optical Engine is 1/4 the size of a conventional chip-on-board DML solution."
"We're not the only ones referring to POET's technology as being 'amazing.'"
"Live demos of POET’s 200G FR4 TX engine & 400G FR4 RX engine were exceedingly well received by the dozens of attendees who viewed at our booth. The “semiconductorization” of photonics is truly a game-changer for the industry."
“We take data transmission to the next level.”
“Current photonics products are still assembled and tested using conventional and esoteric packaging technologies that ultimately limit production scalability. POET’s Optical Interposer addresses key integration and scalability challenges with a unified wafer-scale hybrid integration platform that seamlessly merges the benefits of Planar Lightwave Circuits (PLCs) and electrical interposer functionality for co-packaging electronics and optics within a single chip-scale package.”
“Lithium niobate modulators have been used for the last 35 years, and have the best performance and reliability of any other modulator technology.”
"Truly Amazed" is how Raju Kankipati, POET Technologies' latest hire, felt when he first saw the company's Optical Interposer in action."
"A 400G DML-enabled product ... would act like a slingshot and propel innovation in a number of sectors."
"Samples are in the hands of multiple potential customers and partners and the early feedback is strongly positive."
“Beyond proving the combined functions of 400G, we will conclusively demonstrate over the next few months the simplicity and versatility of POET’s Optical Interposer design, which allows leading edge chips, like the SiluxTek modulator PIC, to be rapidly integrated into our platform. In addition, the fully integrated optical engines designed by POET are fabricated and tested at wafer-scale, resulting in lower cost and the ability to rapidly scale production. This is a moment, I believe, that will catch the attention of leading module and systems companies based in China, both in and out of the datacom market space, in the potential uses for the POET Optical Interposer across a wide spectrum of photonics applications.”
"POET Technologies has an immense amount of intellectual talent for a company of its size. Led by CEO Dr. Suresh Venkatesan."
"POET’s Optical Interposer provides greater than 100 times more scalability than other options in the photonics industry. That’s because of the OI’s lower bill of materials and ease of integration."
“We are working closely with customers on further product customization for their specific end market applications & with others on proposals to leverage the benefits of our Optical Interposer platform.”
"Our excellent performance and small form factor make us hard to beat!"
“We presented at OFC the 400-gig receiver platform that is capable of both 400 and 800, and those got a lot of critical acclaim because we are the only chip-scale, integrated multiplexed receiver out there.”
"Hybrid integration is on track to impact the industry in notable ways in 2022. Until we get there, companies ensnared in the supply-chain backlog can implement some sensible measures to mitigate the delays. One of the first things that can be done is to procure qualified secondary vendors who can help fill the gap when your primary supplier is unable to deliver. That is a step we took at POET Technologies in the spring and it has helped us limit the delays toward the commercialization of our products."
"Because we have been well-prepared for such a contingency, we do not believe this temporary lockdown will have any effect on our planned delivery schedule to customers, prospective customers or business partners.”
The company is heading the right direction, at high speed. Revenues are in sight. These will be a driving force for our shareprice and these numbers will only increase in the years ahead. Perfect time to catch some more shares if you can.
Thankyou CWDM for posting this on Agoracom
