I was present in Eindhoven today and listened to the presentation of Michael Lebby. Business, banking and academia audience. Lebby presentation was scheduled for later in the day, but Lebby needed to fly out earlier. Lebby presentation was of different and much higher order than the presentations before. Presentators before Lebby basically were from design, packaging and chip production areas. Largerly discrete and electrical,indium phosphide and silicon looking for direction and business cooperation in photonics.
Lebby main message: Polymer Photonics can be used with InP and Silicon, but in itself will outperform InP and silicon on all data center pain points: speed, costs, energy consumption. There is big gap in timing and technology requirements between Google and Facebook and the photonics technology community.. Latter is caught up in their current paradigm of Inp and Silicon: too slow, too expensive, too much energy consumption. Lebby used slides from Google and Facebook. Both companies are prepared to change technology if this offers the opportunity to address their current needs 400 Gig and eventually 800 Gig and 10pV/bit and $1/gig. Lebby elaborated on application areas for PIC's and P2IC's. Showed a slide of VCSEL for 3 D sensing and PIC possibility in mobile phone market. A gigantic market opportunity for PIC's. ( Polymer Pics?).
Lebby presentation stupified audience. This went against common beliefs.Whereas other presentators got questions, Lebby got only one from the conference chair. Asked when if LWLG was already in the commercialization phase, he said quote" Let's say we are in the demonstration phase". After documenting LWLG's polymer modulator 28 Gbps, 50 Gpbs and telling the audience LWLG was working on 100 Gbps ( 8x 50 = 400 and 8x 100= 800 Gbps) personally I do not think he meant that LWLG is demonstrating to itself. I think he meant exactly what he said: we are showing it to others. After the meeting investment bankers wanted to talk to Lebby and me.