Connecting a few more dots...
I view the recent news release about collaboration with Polariton as a stroke of masterful genius. Michael showed the world that 'LWLG Inside' can break worldclass speed records, while also demonstrating its useability in novel, small architectures and integration with traditional materials. Collaboration with Polariton simply proves the principle. The business relationship (and any revenues) from that collaboration is a collateral benefit. Please remember that Polariton is using a "Racetrack" architecture for their modulators, which is an oval shaped micro-ring resonator (MRR). The obvious excitement that Michael showed during a recent presentation while discussing Polymer Slot architectures convinced me that it is key to LWLG's future.
Who else in the news is pursuing MRR's in collaboration with Intel and Global Foundries? Might we suspect that if we looked under the hood on their devices that we may find some Lightwave Logic polymer material? I don't know, but it makes me wonder.
I believe we can be confident that Lightwave’s margin will beat anything we have seen in the traditional semiconductor industry (which is typically 32%). Lightwave's IP (and business model) will largely be like firmware" or a chipset, which others will incorporate into their own proprietary designs using PDK's at "multiple foundries". Costs will be extraordinarily low as this business model requires a minimum of assets, other than technical guidance and the ever-present need for new innovations. Consequently, the R&D budget will of necessity remain high to maintain that competitive edge.
Great flexibility in regards to technical applications provides very versatile marketing opportunities.
LWLG polymers are the key to faster speeds, regardless of the materials or architecture. Completely Disruptive and Ubiquitous!
R33 is key. R33 is a quantitative measure of the modulating effectiveness of the modulator material. Lightwave polymers are already beating all other materials in this regard (to my knowledge). Michael has indicated that Lightwave can continue to even optimize this parameter further with continued R&D.
No one can afford to be left behind...From 1st Tier behemoths all the way down to foundries.
PG
