So for now if we just focus on the 100G CWDM market which China has adopted as their first choice for 100G. If we look at Tom’s presentation yesterday it provides us with a new metric. 500 optical engines at a time are produced on an 8 inch wafer. As such per the chart below 1,667 wafers would be require to be processed per month to produce 10 million optical engines annually (or 55 wafers per day). SilTerra’s monthly capacity is 46,000 wafers. What the capacity of POET’s equipment is in that facility is not currently public knowledge.
Last March POET’s CP provided the following: The BOM (billing of materials) costs associated with current 100G CWDM optical engines are/was approximately $125. POET’s BOM was listed as $50. Thus the savings to be expected is roughly $75 per optical engine. One would assume POET would share this cost savings with the customer and realize at least a $25 profit on each engine built (just a guess).
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annual optical engine production
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number of engines per wafer
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annual number of wafers required
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monthly number of wafers required
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POET per unit optical engine BOM advantage
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annual BOM savings using POET optical engine
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|
|
|
|
|
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10,000,000
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500
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20000
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1,667
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$75
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$750,000,000
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| |
|
|
|
|
|
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20,000,000
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500
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40000
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3,333
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$75
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$1,500,000,000
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SilTerra Malaysia Sdn Bhd is a semiconductor wafer foundry offering fabrication and design support services in CMOS logic, High-Voltage, Mixed-signal, RF, BCD, Power and MEMS technologies down to 90 nanometer feature size. SilTerra's wafer fab has a design-in capacity of 46,000 eight-inch wafers per month and currently serves customers in US, Taiwan, Korea and China.
One of my favorite lines from yesterday's presention...."extreme rapid growth is possible".
