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Interesting report for those interested.
SNIP
There remain technical and of course business barriers to full implementation of SiPh, some relate to difficulties with integrating SiPh technology, with others relating to economics: demand might not be sufficient short-term for widespread development of needed products and Cu products will be adapted. Thus, some of these areas remain focused on academic research, where there have been multiple solutions developed and proposed. Others include the Photonics Transceiver Marketplace: Broadcom, Delta, Finistar, Intel, Lumentum, Juniper, Luxtera, Macom, etc. This is a strong group of vested interest suppliers with deep semiconductor knowledge - even though their current work is mostly for applications > 500m.
§ SiPh Integration at the Logic (CPU/ASIC) level. Since lightwave generation currently involves a heterogeneous, multi-chip configuration, SiPh ULSI at a highly integrated chip level is a 2025-35 development and the ultimate system cost savings, most likely involving some form of 3D chip architecture.
§ Design Tools. These are being developed, but Cu remains the dominant recipient of system design software developments. The AIM program is developing Process Design Kits (PDKs) that will help researchers working with the SUNY Albany SiPh foundry operation in designing and fabricating their chip solutions.
§ Mid-Board Optical Interconnect. There are two issues. One being the most efficient way to connect separable mm-size round SM fibers to the RxTx package with its nm-size on-chip Si or Si02 waveguide traces. The answer may be a separate optical RxTx module next to the ASIC, (currently available), or some form of Optical Interposer separably connected to the ASIC, or to the yet under-developed Optical Printed Circuit Board (OPCB) Waveguides.
§ Substrate-Embedded Waveguides. These are available at the chip-package level, but not at the PCB platform level. Substantial work has been done on polymer waveguides with MM fiber characteristics, but products have not been commercialized (See TTM Technologies or IBM Zurich). What is needed are WGs that can be PCB embedded during the board manufacturing process. The current solution uses pre-terminated ‘fly-over’ SM fiber cable assemblies based on ribbon or round fiber cables, or fiber flex (optical fibers and connectors mounted on a flexible film). One issue with this solution could be on-board cable congestion and/or air flow restrictions, where hundreds of fibers will be required for massive chip I/O densities. Wavelength Division Multiplexing (WDM) schemes can reduce this burden.
§ Embedded Waveguide to Surface PCB Connectors/Adapters. Since embedded WGs don't exist, there are also no productized surface mount connectors to mate with them. This remains a ‘chicken-egg’ issue, and it may turn out that surface level glass overlays – or our existing fly-over solution is in fact the best solution for 100GTb performance levels.
https://aimphotonics.academy/system/files/2019-01/IH%202035%20Interim%20Report%201-1-19.pdf
We can always hope that BIG Blue buys LWLG for the Perkinamine capability. Sounds like IBM has a similar design that Facebook and other hyperscale data centers would like to incorporate. Get the CPU or switch chip co-packaged with the photonics capabilities. Seems to me IBM knows about polymer wave guides so why not take on polymer modulators? JMHO
Adiabatic optical coupling
Integrated CMOS-based silicon (Si) photonics monolithically combines electrical and optical functions on a single Si chip. Silicon photonics is regarded as the top candidate to provide bandwidth scalability by the fundamental scale-out properties of integrated technology and by introducing additional functions such as wavelength division multiplexing (WDM) or higher-order modulation formats.
All necessary Si-photonics building blocks have been already demonstrated [1].
To enable cost-effective and scalable system-level integration of Si-photonics transceiver chip, we establish a radically new approach in which a Si-photonics chip is co-packaged with the data-processor chip directly on a carrier substrate (Fig. 1).
Figure 1. System-level integration schemes of Si-photonics chip co-packaged on a processor package.
Such tight electro-optical integration can provide off-carrier bandwidth in excess of 10 Tb/s. This is obtained by increasing the number of physical optical channels and exploiting the WDM capabilities offered by Si photonics.
The Si-photonics chip is now co-packaged with the ASIC CPU or switch chip. This allows a smaller footprint and hence results in a higher bandwidth density. Improved electrical signaling is also obtained because of the short electrical interconnects with fewer interfaces between the electro-optical transceiver and the data processing elements. etc....
https://www.zurich.ibm.com/st/photonics/adiabatic.html
Facebook leaves the door open for various Photonics solutions. Including Polymers:
So where next for Facebook and optoelectronics? According to Schmidtke, rolling out infrastructure to accommodate the company’s ever-growing data traffic will continue. The advent of video sharing was a particular challenge, and now the prospect of using massive augmented and virtual reality (AR/VR) video files is set to bring another huge leap in scale. But for the Facebook technologist, the future is integration. “This isn’t just putting together the functions that we use today, but it’s putting optics together and integrating these with other functions,” she says. “Integrating the optics with the switch is one example; it’s going to be a while before this happens but that’s certainly moving in.
” Schmidtke highlights how Facebook is technology-agnostic and won’t be drawn on which optical innovations will play a role in the future – although silicon photonics is clearly a compelling candidate. “There are pros and cons with all technologies, even silicon photonics, which right now has a higher loss penalty compared to other technologies,” she says. “But we really are agnostic, as we can use any of these technologies.”
http://optics.org/showdaily/showdaily1902.pdf
Hey, maybe one day LWLG may save your life instead of shortening it:)
A little dark humor while we wait, but it shows progress in various types of devices that Photonic Chips are capable of delivering.
Cheers
Laser test for cardiovascular disease performs well in early clinical study
15 Jan 2019
European consortium has developed a prototype laser Doppler vibrometry system that measures arterial stiffness, a major risk factor for undiagnosed cardiovascular disease.
http://optics.org/news/10/1/16
Re new financing with LP,
Paint it any way you want but putting lipstick on this announcement is like drinking "it" pretty. JMHO
I'm in and under water not that that is important right now. My stake is not where many are on this board as I can determine by posts.
If we truly had the goods that the industry needs we would not be begging for such financing.
DR. Lebby has the biggest of the bigs in the industry following LWLG's progress no doubt, full stop, and yet nobody is will to throw a life line???
It does not add up to me but what do I know.
I will hold but I'm starting to feel the "bag" getting heavier:(
We need some frigging great news to get this thing going.
Goooooooooo LWLG.
Proto,
Katharine Schmidtke will be banging the drum on getting on board optics into the servers in the data centers at the below conference. The need for a cost effective PIC from LWLG could help. I'm sure Dr. Lebby will swing by to see what's going on. JMHO
OPTO Plenary Session
Monday 4 February 2019 • 8:00 AM - 10:05 AM
Location: 207/215 (South Level Two)
8:05 AM - 8:45 AM:
HYPERSCALE DATA CENTER APPLICATIONS OF
OPTOELECTRONICS
Katharine Schmidtke
Facebook (USA)
From subsea fiber cables to short-reach switch interconnects, optoelectronics is a key technology for hyperscale data center networks. As performance requirements increase,
photonics moves deeper into the network replacing copper for shorter distances. The next move for photonics is to distances of less than 3m for in-rack applications. This talk will describe how the
scale of data-bandwidth growth has challenged what is possible with traditional networks and where the next opportunities for innovation lie.
Katharine Schmidtke is responsible for Optical Technology Strategy at Facebook. She has more than 20 years experience in the Opto-Electronics
industry, including positions at Finisar, JDSU, and New Focus. She has a Ph.D. in non-linear optics from Southampton University in the UK and
completed post-doctoral research at Stanford University.
http://spie.org/conferences-and-exhibitions/photonics-west?utm_id=rpw19oovw&webSyncID=5abe3dc1-4881-ea14-84bd-beeedbeb5146&sessionGUID=06555eb0-e00a-0162-a9a9-8dca411ee1b3&SSO=1
proto,
"I expect a rally much more powerful than that this time around because this time around LWLG is delivering its true game changing Next-Gen technology (P2IC) to Tier 1 customers and it sure seems like the reception/feedback from Tier 1's has been and continues to be nothing less than phenomenal, so load up your boats and back in your trucks now!"
Those that follow the tech and stock appreciate your enthusiasm. To ask others to buy the stock is a reach.
JMHO
Lets let the deals for engineering development and then mass production take place, drive the SP too say $6.00 and then promote it:)
I think Dr. Lebby said at one time they can thin coat Perkinamine onto varios CMOS platforms.
Kinda Kool when you think about it.
Poet and LWLG may exist one day together.
Lets see what happens:)
Poet just hired a guy to do the following:)
Senior Equipment Engineer
Senior Thin Film Process Engineer (PECVD)
DenseLight Semiconductors Pte Ltd
Changi (East) - Changi North Street 2
To develop semiconductor dielectric PECVD processes and capabilities aligned to company’s technology and product roadmap and integrated with...
https://www.jobstreet.com.sg/en/job-search/jobs-at-denselight-semiconductors-pte-ltd/?ojs=14
gatesoft55,
It would be an accomplishment to have prospective customers help pay in the co-development stage of products. Poet has $3 million in Rev's over the next 6 months being booked under such an arrangement.
I would think that is the next step before real production agreements are entered into JMHO.
2019 is a critical year for LWLG. I like our chances.
proto,
When LWLG shows the big players they can deliver on their promises of " one modulator to rule them all" and perhaps the PIC as well, they will be taken out. As your article points out there will be fewer players in the photonics industry in the years to come.
Also the Facebook Engineer in the video we talked about a few months back showed the concept of co-packaging the switch/optics in a common chip.
Go LWLG.
"He believes the creation of such broad-based suppliers is something the optics industry will have to do more of: “The transceiver guys are going to have to go after different areas of the value chain.”
In most mature industries, three large diversified companies typically dominate the marketplace. Given Lumentum’s acquisition of Oclaro has just closed and II-VI’s acquisition of Finisar is due to be completed in mid-2019, will there be another large deal?
“This is a big industry and the opportunity today and going forward is big,” says Hurlston. But there are so many players in different parts of the supply chain such that he is unsure whether these niche companies will survive in the long run.
“Whether there will be three, four or five large players, I don’t know,” he says. “But we are definitely going to see fewer; this [II-VI - Finisar deal] isn't the last transaction that drives industry consolidation.”
It is clear (to me at least) after reading the patent LWLG has designed their own fabrication system to make a completed PIC. Probably utilizing some of the equipment they bought last spring. No need for Poet's interposer from what I can read.
Of course they will have to sample the product in the real world conditions as they are doing with their modulators.
Very encouraging. If demand is going to be so great in the next few years they can always out source to a larger Company. Not a bad problem to have:) AJMHO
Birdluck & KCCO7913
I agree and hope LWLG gets a significant partner that can run with the polymer based products (PIC’s or modulators). I find it hard to imagine that LWLG could scale to what industry requires in the Telecom/Datacenter applications if the Perkinamine does what Dr. Lebby has shown. We shall see, this year will tell the tale JMHO
Cheers
Looks like Dr. Liu’s previous company is in financial difficulty. She got out at the right time.
Go LWLG.
https://www.lightwaveonline.com/articles/2019/01/kaiam-seeks-alternatives-as-uk-operations-go-into-administration.html
Think about it as an investor in LWLG. Others outside of the company are telling their peers, in their presentations, that Polymers are going to be included in the Photonics road map going forward.
Ask yourself how many Polymer Photonic Companies are out there????
Professor Backx is an outsider from LWLG, he certainly knows Dr. Lebby but more importantly knows that Polymers provide an additional opportunity for the Photonics industry to make a cost competitive product that helps in the Data Center Applications and Telecommunications links systems.
It speaks volumes that Dr. Brackx specifically stated that Polymers should be added to his update to the delegates at MIT in October 2018 that going forward Polymers will be a contributing photonics technology.
I do not believe LWLG will be the Ring to rule them all but I see a way forward where we can all make money from these levels. This after I bought at $1.11 and have averaged down. Full Disclosure.
And Yes I own POET for their Photonics Manufacturing Interposer capabilities.
Not investment advice as I have been very wrong before. Occasionally I get it right:)
http://photonicsmanufacturing.org/sites/default/files/documents/ipsr_webinar-wtmf2018.pdf
Proto,
Not much shorting going on if you ask me. Good time to add at these levels if you believe in the Goo and it's capabilities.
Cheers
Short Interest (Shares Short) 44,000
Short Interest Ratio (Days To Cover) 0.1
Short Percent of Float %
Short % Increase / Decrease -4 %
Short Interest (Shares Short) - Prior 45,600
http://shortsqueeze.com/?symbol=lwlg&submit=Short+Quote%E2%84%A2
Proto,
It's only a matter of Time when we become the biggest Photonics company on the planet:)
In the mean time some other companies are getting involved.
I know LWLG is not into the really long haul capability but cuz I'm under water with the stock this news seems appropriate:)
Cheers
https://www.nasdaq.com/press-release/first-400g-transmission-across-6600km-transatlantic-marea-cable-using-acacia-communications-ac1200-20181213-01064
proto,
Yes that is the "hook".
There is always a hook in a micro cap stock.
100 GB/sec is the hook. We must wait for the testing equipment to be deployed to enable LWLG to further develop the Next Node.
It's really simple if you think about it. While we hold a worthless stock going down daily.
I have not lost faith just dollars. I'm holding as most bag holders hold from $1.11, and I think I'm a reasonably educated person.
Don't cry for me as I'm in for the long haul and I can afford the loss if need be. I will not lose as much as many longs nor will I benefit as much either.
I just hope we all make a few bucks or more in this Micro-Cap.
I have the same concerns for POET. They have compelling technology but you know the world is seeking the same capability. Fabrication efficiency of a PIC is the Holy grail if you ask me. Can the technology and patents be reversed engineered or the patents stolen? Yep, It takes some luck to win in micro-caps.
Cheers
proto,
I really hope you are right and maybe ultimately LWLG's modulator will come to get substantial market share but that could take many years. The photonics industry will not allow one company to hold it for ransom.
LWLG says themselves on their FAQ:
"We believe that while our single mode modulator solutions will be competitive at 500 m to 10 km link distances, they will be ideally suited at greater than 10 km link distances."
They will be competitive at 500m-10km distances. That means there will be others competing in that space.
They are Ideally suited at greater than 10 KM distances. Why is that so?? if they are to rule the entire Modulator space why not simple state what you state??
Point is they may do very well and that's why all the longs are invested.
Just trying to keep it real.
Cheers
Garbone,
No argument with what you propose. There is a really big " Photonics opportunity" pie, in the Data center and the Telecom interconnect area as you point out.
Many companies with good competing solutions will do well.
No way does one ring rule them all.
I just want to own a couple of the contributing solutions and their stock:))
Cheers
Think about it from a wide-angle lens,
Get the generic 50-Gbaud modulator in and being tested and proven as a photonic modulator that can stand rigorous testing and hopefully without premature failure as that is what the hyperscale data centers cannot accept.
I take LWLG at their word that they believe it can be used in short distances and greater than 10 K. The generic modulator must be seen and proven as interchangeable. That is what the consortium they joined demands.
There are many in the industry producing competitive products.
For me the real prize is the PIC module.
If you review what the Facebook engineers stated in this Video you will see they not only want to get rid of Hundreds of thousands of the pluggable 100G CWDM4-OCP switches in the Face book data centers but they want to incorporate them onto the ASIC.
Put the Photonics DIE and Electronic DIE and Switch inside the Server.
It replaces the need for the short distance copper cables and takes the photonic capability into the server. Get the photonics and electronics closer to the “CPU and Memory and AI in the box.
If LWLG has a capability to produce a PIC that can achieve the speeds they are talking about with low Voltage and put it onto a CMOS architecture using a system like POET has developed well let your imagination run wild.
Maybe LWLG they can do it without help but I doubt it.
“50-Gbaud modulator can help support 100-Gbps transmission in applications using PAM4 modulation. The modulator therefore can be used in designs for 100-, 200-, and 400-Gbps transmission, the latter two in an array.”
Look at the final few seconds of what Katharine Schmidtke shows on how to get rid of hundreds of thousands of "plug-in switches" with a cheaper combo ASIC.
Mark McKillop, Network Engineer at Facebook, and Katharine Schmidtke, Sourcing Manager of Network Hardware at Facebook, talk about challenges in Facebook's optical networks, both in backbone and in data centers.
https://www.facebook.com/atscaleevents/videos/2090069407932819/
pitcook,
Because I have an interest in poet and LWLG I try to follow both as closely as possible.
Poet recently stated in a presentation that they count on an average of (6) months for testing of product by their customers. There can be "tweeking" of the products as the customers request so delays are always a possibility.
Poet thinks 2020 is the year for decent rev's while 2019 they are projecting 8-10 mil. in rev's.
My point is in both Poet and LWLG I believe have every bit of 12-24 months of getting us to decent SP value.
Looking at both their SP today I would say the market is yawning. With the wild swings and uncertainty in the major indexes who is going to jump into a couple of micro caps any time soon.
Nothing to do but wait or sell now. Both could be dead money for a while longer. JMHO
proto,
If you think about it logically LWLG is a real steal at these prices. The whole photonics industry will benefit with what LWLG has to offer. It's only a matter of time before they "get it".
Dr. Lebby said they have the best modulator they only need the entire photonics industry to get behind the next "Node".
That cannot be such a big deal when they have proven they have the Golden Egg of photonics development.
Why the rest of the investment world does not see this is truly beyond me.
Cheers and it's a great buying opportunity of a lifetime at these levels.
Tell your children to buy the stock it's guaranteed to bring them a real surprise in the future.
Go LWLG.
gatesoft55,
All I can say is wow!
You and the other long term LWLG investors have way more staying power than me, I really had no idea how long this journey has been.
I hope for all longs it will be worth the wait and now I'm feeling guilty for jumping on board so late in the game.
Good luck to all longs, and thanks for posting some of that old history.
Cheers
By following the Big guys in the industry you can get a sense of the migration from 100G/sec to the 400 G/sec speeds. I'm sure Intels products cost a pretty penny so there will be ample room for smaller agile cost effective players in the photonics space. JMO
ECOC 2018, one of the biggest European conferences on optical communication, is taking place this week in Rome. The conference will be packed with some really exciting updates from Intel’s Connectivity group through the forms of demos, panels, and workshops. The conference comes at a particularly good time as our fast-changing industry sees a renaissance of connectivity. Network connectivity is the backbone of today’s data centers, and Intel’s connectivity strategy addresses its criticality.
Connectivity in Intel’s New Data-Centric Infrastructure
In August at Intel’s Data-Centric Innovation Summit, I shared some of the innovations for the next era of connectivity, which are centered around Intel’s new data-centric infrastructure approach. In this new era, cloud providers, communications service providers, and enterprises will deliver high performance distributed compute systems by fundamentally improving the way data is moved, stored, and processed.
We are excited to build off of the momentum of the summit, and reveal the next level of detail on new technologies, products, and solutions that will unleash the power of data across the network. We will showcase many of these at ECOC, including an exciting new product for emerging data-intensive 5G wireless networks.
Silicon Photonics: Integrating Lasers into Silicon
At ECOC, we are sharing new demos featuring Intel® Silicon Photonics, which integrates the laser into silicon, creating significant optical performance and size advantages. Intel® Silicon Photonics also drives cost and scale advantages over traditional optics through wafer-scale manufacturing. Semiconductor industry packaging and assembly techniques readily enable mass manufacturing.
In July, we were excited to receive the Americas Award from SEMI for our industry leading efforts in process and integration. Just two years after we began our first production shipments in 2016, we are now shipping our portfolio of 100G data center products at a 1Mu+/year run-rate with plans to grow significantly further. Even with the broad adoption of Intel® Silicon Photonics in the data center, we're still only at the beginning of seeing the benefits of integrating lasers into silicon as we expand into new markets, such as 5G wireless.
The Future of 5G
New 5G networks will set the stage for data-rich services, sophisticated cloud apps, and machine-to-machine communications, delivered faster and with lower latency than ever. 5G will transform our lives by helping deliver a connected society with smart cities, self-driving cars, and new industrial efficiencies. For this to happen, networks must become faster, smarter, and more agile to handle the unprecedented increase in volume and complexity of data traffic as more devices become connected and new digital services are offered.
To help meet the increased bandwidth and low latency requirements of 5G, we have developed an environmentally-hardened version of our Intel® Silicon Photonics 100Gbps CWDM4 transceiver for use from the cell tower antenna to the baseband unit or central office with a range of up to 10km. This will enable wireless carriers to take advantage of already existing fiber optic networks put in place with 4G with a boost to 100Gbps speeds in order to handle the oncoming onslaught of 5G traffic.
Further Innovation in the Data Center
Today, we are also unveiling more specifics on our 400G silicon photonics rollout. We first demonstrated our 400G silicon photonics at the Optical Fiber Conference back in March. We will provide 400G DR4 silicon photonics module samples to customers beginning in Q4 ‘18 and begin volume production in 2H ’19. This will align with the anticipated demand of 400G in the data center.
Finally, I encourage you to attend the Building Inclusive
Organizations: Women in Photonics panel. As we move into this new frontier, building diverse and inclusive teams is truly critical for our industry. I’m absolutely committed to this effort. I’m excited to have the honor of sharing my perspectives and speaking with a panel of industry leaders on how we all can work to build more inclusive organizations.
This is an exciting time for our industry. Please join us at the Intel booth (#612) as we demonstrate new products and talk about the future of connectivity. I look forward to seeing you at ECOC 2018 in Rome. Grazi!
https://itpeernetwork.intel.com/intel-ecoc-2018/
Imagine what a company like Intel could do with LWLG's Perk?
Once the Goo is proven things should get really interesting. Even if that testing takes another 6 months who cares, the prize at the end is massive. JMHO
proto,
Ok I follow your logic. Thanks for the detailed answer. That's one heck of a potential market LWLG is vying for, so lets go LWLG get the Perk/ transceiver parts into the customers hands:)
Cheers and pass the stuffing:)
Proto,
From slide 12 on the Poet presentation. It suggests there is a really big share of the Photonic pie going forward in the less than a Km reach and the 1 Km to 10 Km Wide area network space.
Not trying to argue about if and when LWLG will be successful, just the fact that the initial feedback from LWLG & their potential customers are saying go for the over 10K Telecom market space. Why are they being pushed into the smaller market space?
Maybe your contacts at LWLG can help answer??
Slide 12
POET Optical Engines address top two transceiver market segments
Ethernet Data Centers <1km reach both within and between data centers
Wide Area Networks (Metro – intermediate) served by 1km - 10km links
https://poet-technologies.com/docs/presentations/POET%20HCW%20Presentation_Sept_2018_anim-vFINAL.pdf
proto,
What's your understanding why potential customers are saying:
"Discussions with prospective customers are validating that our modulators are ideally suited for the datacenter and telecommunications markets that are over 10km in length."
What's wrong with the shorter distances? I know there is still a large Telecom photonic piece of the total "pie" to go after but why does the initial feedback point to longer distances for the Perk??
We know Dr. Lebby is co-chairing the Telecom/Data Center TWG in the mapping forum. Should we read anything into this development as being a very specialized area of the photonics market??
That other technical Work Group called "Novel Materials" sort of sounds like "maybe something to look into" type of topic.
Cheers
proto,
Well there is no doubt in my mind that LWLG & the polymer solutions they bring is being built into the PIC road map.
It really comes down to the time line required to bring their products to market and start generating rev's and eventually profits.
I still think a bigger player will take them out or at least buy in to them to go to market.
Lets go LWLG show the world what the goo can do in real world conditions.
Cheers
coolair,
Regarding Poet, I hear you and would not be surprised to see a reverse split at some point. I would rather they don't do it because I have seen negative results in the past on a couple of micro stocks.
I'm hoping their reporting next week will fill in some of the progress they are making.
I still see LWLG & Poet as high risk but I'm will to make bets on both.
I think in both cases the next year will tell the tale.
Been wrong before, so we shall see.
Cheers
MessiBelgium,
You're welcome and thanks for the clarification.
Cheers
I listened to this follow up presentation of what the WTMF did last June. It had some updates as to what progress has been made and what the goals are going forward.
Professor Backx is not as polished as Dr. Lebby as a presenter so it’s tough to listen to JMHO.
Some points worth noting,
When he introduces slide 21 at the 41 min. 35 sec. he verbally states that Polymers should be added with the InP, SiN, SiP as substrate materials for PIC’s.
Slide #22 shows POLYMEREN to be applicable for use in "Optical Interconnects". Not sure what the EN means at the end of Polymer? Maybe Engineered??
They’re still looking for competent people to assist in co-chairing several Work Groups so, there is much work yet to be done. They are trying to have the road map statement done by June 2019 and a solid plan for the Photonics industry To follow.
As I understand it, they want Europe, USA, Asia (the world) to come together on an agreed road map. This may take longer that any one of us expects. The good news is Dr. Lebby is rubbing shoulders with some heavy weights in the photonics industry.
Lot's of stuff in that presentation.
"Webinar: Highlights of the World Technology Mapping Forum
Prof. Ton Backx President, Institute for Photonic Integration at Eindhoven University of Technology
Thursday, October 18, 2018
• Thursday October 18 Ton Backx: Highlights of WTMF Meeting
• Thursday November 1 Tom Brown:AIM Photonics Test, Assembly, Package Facility
• Thursday-Friday. November 29-30 IPSR-International Fall Meeting at MIT
• Thursday December 13 Prof. Kimerling “Grand Challenges and Key Needs”
Slide 14 Datacenter / Telecom Co-Chairs
Richard Pitwon(Seagate), Bob Pfahl (iNEMI), Michael Robertson (Huawai), Michael Lebby(Lightwave Logic)
Slide 16 Novel Materials Co-Chairs
Felix Betschon(Vario optics), Michael Lebby(Lightwave Logic)
http://photonicsmanufacturing.org/reports-resources
http://photonicsmanufacturing.org/sites/default/files/documents/ipsr_webinar-wtmf2018.pdf
http://bit.ly/2q0iqEs
Not sure if IDCC wants to pick the bones?
SNIP
In March, Technicolor sold most of its patent licensing business to InterDigital Inc. (Nasdaq: IDCC) for $475 million, noting that that it was done so it could "full focus on its operating business." However, that deal, which excludes some of Technicolor's mobile patents and some patents associated with patent pools such as MPEG LA LLC and HDMI Licensing LLC , could impact what price Technicolor might be able to get for its set-top box business.
The agreement between Technicolor and InterDigital also includes a "perpetual grantback licensing" component that gives Technicolor the same level of patent protection it had prior to the sale.
https://www.lightreading.com/cable/set-top-boxes/technicolor-eyes-options-including-sale-of-set-top-biz---report/d/d-id/747696?
jeunke22,
No harm, I wished you were right.
I don't think its a big deal if the test product lags by a couple of months as long as it gets done by the ASM 2019. Sooner the better but it won't matter a fig in the big picture if LWLG has everything they have been touting in the last 18 months.
It's worth the wait to see this play out.
Cheers
jeunke22,
If it is in there please post. IMHO if it was in there Proto would be all over it like Bees to Honey. And I would really like to see it because of my investment.
Lets keep it real. There is too much fake news these days.
Cheers
jeunke22,
Not sure what you are referring to about modulators being commercially available in 2018?
A search on the 10Q shows the following use of the term commercial or commercialization:
Business Strategy:
• Grow our commercial device development capabilities
• Grow our commercial material manufacturing capabilities
• Maintain/develop strategic relationships with major telecommunications and data communications companies to further the awareness and commercialization of our technology platform
Grow our commercial device development capabilities
We intend to utilize our proprietary optical polymer technology to create an initial portfolio of commercial electro-optic polymer product devices with applications for various markets, including telecommunications, data communications and data centers. These product devices will be part of our proprietary photonics integrated circuit (PIC) technology platform.
The ridge waveguide modulator represents our first commercially viable device and targets the fiber optics communications market. We have completed internal market analysis and are initially targeting interconnect reach distances of greater than 10km. In these markets, the system network companies are looking to implement modulator-based transceivers that can handle aggregated data rates 100 Gbps and above. The market opportunity for greater than 10km is worth over $1B over the next decade.
While our polymer-based ridge waveguide and slot modulators are currently under development to be commercially viable products, our long-term device development goal is to produce a platform for the 400 Gbps and beyond transceiver market.
We expect to continue to incur substantial research and development expense to develop and commercialize our photonic devices PIC development and electro-optic materials platform. These expenses will increase as a result of accelerated development effort to support commercialization of our non-linear optical polymer materials technology; to build photonic device prototypes in our in-house laboratories; hiring additional technical and support personnel; engaging a senior technical advisor; pursuing other potential business opportunities and collaborations; customer testing and evaluation; and incurring related operating expenses.
Our cash requirements are expected to increase at a rate consistent with the Company’s path to revenue growth as we expand our activities and operations with the objective of commercializing our electro-optic polymer technology.
Proto,
I prefer to take the 10Q as the preferred document for facts. That’s not to say that the website and white papers are wrong it’s just the 10Q is the boss document.
I’m happy with my position in both Companies. I expect big things to come over the next couple of years.
Cheers
From the 10Q:
General information about us can be found on our website at www.lightwavelogic.com. The information on our website is for informational purposes only and should not be relied on for investment purposes. The information on our website is not incorporated by reference into this report on Form 10-Q and should not be considered part of this or any other report that we file with the Securities and Exchange Commission.
proto,
I think they stated what they want to do eventually and all I'm pointing out is they can go both ways start with PAM-4 encoding or give the industry the Killer App at low voltages. It's a matter of how much time they need to fine tune the killer app. JMO
"As the performance of the modulator is capable of up to 100 Gbaud, the next major milestone on our roadmap will be to create a multichannel polymer-based P2IC™ platform for the 400 Gbps market. This will be composed of either 4 channels each carrying 100 Gbps, implemented either with NRZ modulation on 100 Gbaud modulators or PAM-4 modulation on 50 Gbaud modulators.
For our device goals, we are developing polymer materials that perform even faster at a serial single channel 100Gbps using a NRZ modulation format. We showed bandwidths of polymer-based modulator devices at a major international conference (ECOC – European Conference on Optical Communications) this year with bandwidths that exceeded 100GHz. We noted that to achieve 100Gbaud, the polymer-based modulator only has to achieve 80GHz bandwidth. We were pleased with the polymer modulator performance, and we are now optimizing the device parameters for very low voltage operation.
proto,
According to Dr. Lebby the initial modulators they develop for industry will require the PAM-4 encoding at the 100 Gbps standard. There is nothing wrong with that as most of the other photonic chip players are doing the same thing. The real opportunity as we know is the proving with actual working modulators at the 100Gbaud NRZ with low voltage not using PAM-4. At the higher bit rates per second they will still use PAM 4 encoding to achieve those rates.
They are going to do the same thing with their P2IC platform. So with POETs ready now Interposer fabrication platform and not something in a science lab project I could see some opportunities for both to work together to show industry the most cost effective PIC's for the market.
It may never happen but great opportunities for both company’s. It's all good. JMO
From the current 10K:
“We expect our initial modulator products will operate at data rates at least 50 Gbaud (capable of 50 Gbps with standard data encoding of NRZ and 100 Gbps with more complex PAM-4 encoding). Our devices are highly linear, enabling the performance required to take advantage of the more advance complex encoding schemes. We are currently developing our polymer technology to operate at the next industry node of 100Gbaud.
Our P2IC™ platform will have the flexibility to allow multiple channels through integration. For example, where 4 modulated channels are expected each to operate at least 50 Gbaud per channel, the aggregate optical signal output could carry 400 Gbps with PAM-4 advanced data encoding, and potentially 100Gbaud per channel. Pulse-Amplitude Modulation (PAM-4) is an industry standard encoding scheme that can double the amount of data that can be transmitted with a given device speed. This relationship between baudrate and bitrate by encoding scheme is described in a number of places, including in a white paper publicly available on our website. We believe the capability of the electro-optic polymer technology up to these speeds will be highly attractive to potential customers seeking to assure their own product roadmaps. This will allow our Company to participate in opportunities that range up to 800Gbaud using a 4 channel P2IC™ platform, and potentially 1600Gbaud (or 1.6Tbaud) with an 8 channel P2IC™ platform.
Personally, I don’t see POET as a competitor to LWLG. I see synergies in the two approaches to their business models. LWLG with their Polymer “Perkinamine” approach and POET with their PIC Fabrication Interposer approach.
The GOO can be used in POETS Fabrication Interposer process. Heck, LWLG is still working with a packaging partner so why not one of POET’s partners like Accelink?
They may never be partners but who knows. As someone stated earlier there is plenty of room in the Photonics space going forward for many to enjoy the Photonics marketing space that is evolving.
Let’s go LWLG show us what you Got:)
Cheers
Slide 15
Sizing the Opportunity for POET Optical Engines Datacom and Telecom
A 4-year cumulative opportunity of $480M from a single customer
https://poet-technologies.com/docs/presentations/POET%20HCW%20Presentation_Sept_2018_anim-vFINAL.pdf
https://opticalconnectionsnews.com/2018/03/poet-accelink-co-develop-transceivers-100400g-markets/
MessiBelgium,
They announced last January they were ready to transfer from the design stage to manufacturing the Interposer platform. You can go to their site to find out what progress has been made since then.
I suspect the next year there should be some exciting times but this is not investment advice. Until they get some large revenue orders in house and their potential customers are happy with the Fabrication process that delivers as promised it's still early days.
But todays news is obviously positive.
My 2 cents.
Cheers
https://poet-technologies.com/news/2018-jan-29.html