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: Re: Updated Zacks Report
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Nov 21, 2022 03:31PM

Thanks, for the link, Hike.

Positive and reassuring. Just as a reminder and to set timeline expectations right:

Lisa T.: "SPX customers are still in the design-in phase. We believe one of the module makers ordered a small number of optical engines from SPX to be put into a module and sent to its customers for qualification. It is expected that by the end of Q1 or early Q2 SPX should start getting some additional purchase orders from their customers. Revenue during 2023 for POET will be of NREs. Initial samples of higher-speed optical engines being combined into modules for 400/800 and 1.6T are expected to be going to customers throughout the year. Product revenue for POET should begin to ramp up in 2024."

 

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