Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications

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Message: From Mike Gao at Luxshare and the Poet Blog
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$500 million is cetainly a big number but how much of that flows to POET? My spitballing below...would love to hear others take.

Assuming Luxshare gets 10% of market, that's $50 million in sales. What percentage of the cost of these units is comprised of POET's product? 25%? So perhaps that means $12.5 million in sales to POET? Profit margin of say 30%? So $4 million direct to POET's coffers?

 

 

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