Thanks for the link Guernsey. I did have another listen and again I agree with Rainer (the very logical) and much that has been said here this  morning about the presentation.  I like hearing from all POET management. To me it is all about whether I learned anything I did not know and clarification of understanding on what has been achieved.

After listening again. When Tom reported on the readiness of the POET platform and the validation of the technology he first referenced the Tier 1 North American Company before talking about the Sanan JV as follows @ time 11:00:

Earlier this year we completed a 14 month project with a leading North America Systems company whose name we are not allowed to disclose. That validated every aspect of our technology. And we continue discussions to see how the optical interposer can fit into plans for future products

From the original news release: The orders include sales and development contracts with a value in excess of $3-million (U.S.) ($3.9-million (Canadian)) to purchase current device prototypes, to develop and provide increasingly integrated optical engine components or to systematically address specific customer integration requirements under paid development programs.

And just to highlight the problem Facebook reported of the high incidence of laser failure. I identified the high power requirements of the laser in existing systems to overcome losses as a major source of early failure. The Facebook presenter referenced the problem as DOA (Dead on Arrival). 

The Optical Interposer, incorporating Poet's dielectric waveguide technology, reduces coupling and transmission losses below levels found in conventional and silicon-photonics-(SiPh)-based devices and allows passive optical alignment as well as automated wafer scale pick-and-place assembly and test. The result is a dramatic reduction in manufacturing costs, lower power consumption and often smaller form factors compared with other approaches

Back on topic. As we know from presentations and what we have been told POET’s work was focused on providing a light source for 400G and beyond. Pre-aligned laser arrays for insertion directly into silicon. This allowed companies who are committed and invested in silicon photonic products to insert a light source directly into silicon waveguides using POET designed lasers. In doing so this provided a great need for silicon photonics and at the same time provided and introduction into the many benefits of the optical interposer based platform.

It would appear that POET was successful in presenting the total platform and not just the light engine from Tom’s statement.

Slide 17

https://poet-technologies.com/docs/presentations/2020%20POET%20Annual%20General%20Meeting_FINAL.pdf

Which takes us back to the Sanan JV agreement for 100G, 200G and 400G optical engines.

The 400G light engine which is identified as a product for the Tier 1 NA customer is not listed in that agreement.