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: POET’s intention is to be a design and development company based on the OI.

I decided to have another listen to the first IBK CC that Rainer shared re POETs fab light business plan.

It is interesting that when SV is describing POETs new business model he used Luxtera and Acacia as examples of companies using that model. Coincidentally both are being purchased by Cisco but the Acacia take over had not yet been announced at the time.

SV: On Acacia @ 0:15

We expect that POET should own the Assembly and Test part of the value chain which we will need to invest capital in as well as design.

It is a typical model that companies go through. Acacia the big silicon photonics company they are fabless. They get all their devices built and focus on design and assembly and test. A whole bunch of silicon photonics companies including Luxtera that was just recently bought by Cisco….a fabless company that buys their lasers from other sources and make their interposers at TSMC but internally they do their own design assembly and test. So we are going down what is a normal path for companies that have finished the heavy lifting of R&D and are now migrating into a manufacturing phase and we are in a position to now leverage the investment dollars that the counter party is able to make. We almost view it as a large investment into POET directly…which will allow us to engage in multiple verticals.    

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