Cost is king but why is POET's costs so much lower than the competition? Wafer-scale production removes the slow processes associated with both multiple points of active alignment, the added materials and process steps required and the complex and costly infrastructure requirements associated with traditional silicon photonics.

Why did Rockley fail after some $450 million in funding? 

POET has had to be very selective in how money is spent and this has made the company’s platform development  lean and mean. 

Every device that is added to the POET library is optimized separately to attain best of breed performance associated with fully automated multi chip assembly. POET’s ability to take the best of breed devices that the ecosystem has to offer gives them a sustainable advantage allowing designers a level of freedom that otherwise does not exist. The ability to upgrade the platform with new devices to compete in so many diverse applications. Give this a thought. POET is an enabling technology. POET’s application to AI may just be the tip of the iceberg and the AI that POET enables may generate new POET applications.  Kind of mind bending when you think about it.

The future is ours.

Long live the king.