Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

Free
Message: Re: Rainer, wasn't there
2
Jul 18, 2016 08:32AM
34
Jul 18, 2016 09:15AM
11
Jul 18, 2016 10:12AM
3
Jul 18, 2016 10:30AM
4
Jul 18, 2016 03:10PM
34
Jul 18, 2016 04:15PM
9
Jul 18, 2016 05:51PM
6
Jul 18, 2016 11:53PM
18
Jul 19, 2016 02:04AM

My Poet, there are two aspects in your question: sales and technical integration.

They will surely integrate POET product sales into DenseLight product sales. That's no speculation from me, but a clear statement from management. The DenseLight acquisition brought the necessary distribution and sales structures into the company.

Regarding any technical integration of DenseLight's InP-based lasers with POET's GaAs-based technology, I don't see that, at least not on the short or medium term. That may be due to my lack of knowlege about photonics. I simply don't know whether such an integration is possible, if it would be sensible, what the technical benefits were and whether the value proposition would be attractive enough. Anyway, IMHO a lot of innovation would be needed to make that happen; it would be more than just engineering. You would really have to have a business case to do that.

The company is heading in a different direction anyway for the next years: data communication, sensing, and displays. And a particularly attractive options seems to be very innovative forms of optical data communication: They want to bring the POET technology into the server and into the chips, see this slide from Suresh's THM presentation:

The other thing is to enhance DenseLight's InP laser that need cooling with BB Phototics' InP-based technology, so that the those lasers don't need cooling any longer. Okay, management didn't say that explicitly, but I think this is obvious. This endeavor would be worked on in parallel to the aforementioned activities.

11
Jul 19, 2016 10:26AM
1
Jul 19, 2016 12:46PM
Share
New Message
Please login to post a reply