Poet Technologies Inc (POET)

[mackwheaton]

The detector market alone is actually a $700 million market now, with 20%+ CAGR foreseen. They will likely sell these "simple" components with the caveat of restricted use to agreed upon applications. I suspect they do this with FETs and VCSELs, but possibly as stand alones or restricted use, as they roll out the increasingly complex monolithically integrated devices, leading to opto electronic integrated circuits. Cost of manufacturing appears to be at or below current products on market so this will not be a cost prohibitive solution.

The detector performance, size, packaging, fractional power and lower cost of manufactured goods requirements appears to be an anticipated characteristic with future devices as well.

The former CEO of Global Foundries, now POET Exec Vice Chairman (code for high level consultant and business relationship expert) calls this "a game changer".