APRIL

100G CWDM Solutions TX, RX, TXRX      Production in 2H22 

100G LR4 Solutions TX, TXRX                Production in 2H22 

200G CWDM and LR4 Solutions              Production in 2H22 

400G Solutions DR1, DR4, FR4              Production in 1H23 

Custom Light Bar Solutions*                  Production in 1H23 

AUGUST

100G CWDM Solutions TX, RX, TXRX     Production in 2H22   on time 

100G LR4 Solutions TX, TXRX               Production in Q123   Delay of one Q 

200G CWDM and LR4 Solutions             Production in 2H22   is not shown

400G Solutions DR1, DR4, FR4             Production in 2H23   Delay of 1-2 Q

Custom Light Bar Solutions*                 Production in 2H23  Delay of 1-2 Q

*Customer schedule

Significant Revenues (whatever that means) coming 2H23 instead of 1H23 which previously we were told is the possible ramp. Until then we are never sure if there is another delay and that is the problem I see here. And in the April Presentation it actually looked like 400G Samples / Custom Light Bar are already in Alpha. (1H22) We really need some regain of trust and get at least these key milestones in Q4.