$emi schreef op 14 november 2018 02:20:
Timeline where are we and what is to come:
PRODUCT:
POET has received orders from datacom and telecom leaders, accomplished with our first product, a simple Receive Optical Engine module (ROE or ROSA), great news - one platform two market verticals.
POET is selling/sampling the tested 100G ROE module now, costumers will work to integrated the ROE into there existing modules/tranceivers layout and test. If all goes well POET will receive customer orders in H1 2019.
Chinese Analysts expected that Accelink’s, our lead costumer, production capacity for 100G modules will reach 808,900 units per year and Accelink market share in China is forecasted to cover 30 to 40%. Accelink major costumers are ZTE, Huawei and Fiberhome. Mass-production for the 100G/200G transceiver is expected to start in 2019.
DEVELOPMENT WORK:
Optical Interposer:
Q4 Start of development work for Multi-chip module and qualification for other Datacom protocols as requested by IEEE and/or costumers PSM4/CWDM2/LR4, etc.
H1 2019 Portfolio expansion to telecom (GPON) combo 10/2.5G
H2 2019 Portfolio expansion to sensing