And lets not forget about 5G and the need for speed to unlock fiber in NA. Low cost CWDM to  rescue  here too. 

Telecommunications, including 5G networks The joint venture will also be selling to the telecom market where 5G is beginning to be rolled out particularly in China where fiber infrastructure abounds. 5G has been delayed in the west as fiber-poor countries grapple with the challenge of using fiber efficiently. The US and Europe have struggled to get more performance out of less fiber. The company is working on a white box solution made with commoditized parts that could improve throughput with POET’s unique multiplexing and demultiplexing capabilities.

Commoditized parts = off the shelf.