fairchij

6 minutes ago 23 Reads
Post# 22984662

I think what has changed in the corporate overview are the details around the optical transceiver. The optical transceiver is not POETs biggest market but I believe it is the closest to commercial development by customer demand.
Slide 31 provides an overview of the 10 Gigabit Optical Transceiver Today using 9 separate chips.
POET technology provides for a single chip solution. Without trying to sound too excited about this update and what it represents consider the timing. Tomorrow POET will be represented at the EC Google presentation. The OE conversion for the data center is something that Google would be very interested in. You can all draw your own conclusions. Maybe it is just coincidence but I expect they are sending a signal without violating stealth mode objectives (NDAs).
Slide 30
• OE conversion modules are used whenever an electrical/electronic system (e.g. a compute
server, storage array, switch, router, etc) is connected to an optical fiber network
• Today these modules consist of several discrete integrated circuits (ICs, or “chips”) of different
materials and processes
• POET offers the capability to integrate the entire OE conversion function from electrical
connector to fiber connector in a single IC:
• for example, current 10 Gigabit Ethernet transceivers use about 10 individually packaged
ICs on a substrate in a die-cast housing;
• POET can reduce this to 1 individually packaged IC
• An OE module based on the POET technology offers tremendous cost savings; depending on
application overall module cost can be reduced by 60 to 90% through a combination of
assembly, test, bill of materials, and reliability improvements
• POET can support integration of the entire OE interface into a larger digital device like a CPU,
NPU, integrated switch, etc; this will enable (for the first time) single-chip systems with direct
optical-fiber attachment