So this is where size matters in partnering with a company that became the biggest manufacturer of LED's in China.

They know how to ramp production and increase capacity to meet  the needs of industry. It is interesting to note that 95% of the US demand for transceivers are built in China for now. 

POET management has talked about the need to show industry and investors that POET can be mass produced at wafer scale. The first lines commissioned at SPX is the proof point that a warehouse full of people is not required to assemble an optical engine. This can be accomplished in a CMOS fabrication flow at wafer scale including testing and burn in. 

SANAN knows how to build production as required to meet the demand. As Vivek stated…Sanan upper management are looking forward to making money…they know how to ramp production to achieve this goal. 

This is the proof that POET needs to expand production outside of China on their advanced optical engine roadmap.