I wonder if there's an opportunity to replace existing 100G and 200G devices with a POET plug-in?

--------------

POET will not be competing against customer Adtran.  

Adtran has a huge advantage over the other telecom players for this niche area of migration to 400GbE.     

https://www.adtran.com/en/products-and-services/open-optical-networking/pluggables-and-subsystems/micromux-series/micromux-quattro

---------

With today's Foxconn announcement, here is another post from the archives:

Handicapping 800G+ transceiver players

posted on Aug 25, 2023 02:06PM

I am only interested in contenders that qualify for the market share race for 800G transceivers and have 1.6T capability or promise of getting there. For me this is a four horse race. My handicapping has POET 1st, Skorpios Technologies 2nd and Innolight and Eoptolink for 3rd-4th place. 

Skorpios is the competitor that has a defined platform similar to POET. 

https://www.skorpiosinc.com/

Innolight and Eoptolink are attending the CIOE later this year.