The Taiwanese company is designing products with components sourced completely outside China and POET fits that need. The market for 800G single-mode transceivers is over 10 million units a year, and Foxconn hopes to take meaningful market share. POET has been talking to FIT for the past six months and those talks finally resulted in a deal after OFC. FIT has agreed to use POET’s optical engines for its own 800G and 1.6T pluggable optical transceiver modules as it has an opportunity to sell them to a large buyer who is a current customer
It is my understanding SPX is our only way of manufacturing optical engines currently. If FIT is sourcing all components from outside of China then where are the engines coming from if POET "fits that need".
More details coming? Or am I missing something? Either way I love the ending to that statement above.
