Re: Poet better hurry up...
posted on
Apr 14, 2019 12:54PM
Thanks Oz. Oz provided a tear down overview of Intel’s PSM4 100G product which shows how limited the current SiP capabilities are. PSM4 is the lowest cost 100G transceiver (single mode) on the market but requires 4 times the fiber and the reach is limited to 500m as opposed to 2km for the more advanced but much more expensive CWDM4 transceiver.
Nice to see the evidence Oz.
I would remind everyone that POET is building CWDM4 optical engines because they can. And the reason they are able to leapfrog the competition is due to the low loss MUX/DEMUX dielectric filtering that is produced in a backend CMOS step at extremely low cost relative to the competition. And of course the connectivity enabled by the dielectric are also part of that step which is why the POET optical engine offers what is presented as the lowest cost and lowest loss solution.
It is a huge advantage for POET and is what all the big operators want if they can get it at costs which are low enough. As we have been told by Suresh the large global companies they are dealing with are sold on the cost and are looking forward to POET delivering the combination of superior performance at the low cost POET can offer.
It is a huge advantage for POET and is what all the big operators want if they can get it cheap enough. Management should include the advantages of what they are building in CWDM4 over PSM4 which Suresh has done in the past but that should be included in a tutorial.
http://www.cables-solutions.com/100g-optical-transceivers-links-psm4-vs-cwdm4.html
And the article that ABEL posted should be looked as it very much identifies that industry does not have a solution that everyone can agree on to commit to. I think POET has the solution that they need.
https://www.fibereality.com/blog/junipers-siph-reductio-ad-absurdum