Agoracom: Small Cap Investment - POET Technologies Inc. - Re: Beyond communication, silicon photonics is penetrating consumer and automotive

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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

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Re: Beyond communication, silicon photonics is penetrating consumer and automotive – heading to $1.1B in 2026.

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Beyond communication, silicon photonics is penetrating consumer and automotive – heading to $1.1B in 2026.

wake

posted on May 14, 2021 06:25PM

Thank you wake. Have been waiting for this update !

excerpt Yole report:

CPO (co-packaged optics)  The difficulty of developing CPO technology is in limiting the number of players that can move to the next level of optical communication. This difficulty could be the reason why some silicon photonics players move to new applications. Also, the future of optical communication for silicon photonics is not limited to CPO. 5G optical transceivers are another application for silicon photonics.

In optical communication, the arrival of 51.2Tbps network switches by 2025 is expected to start a shift from pluggable optical transceivers to CPO technology. The high level of technological acumen required for CPO is limiting this technology to highly integrated companies such as Cisco, Intel, and Broadcom, all of which show a high level of readiness for CPO.

Cheers

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