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Re: Photonics_Guy post# 85657

Wednesday, 03/02/2022 10:42:16 AM

Wednesday, March 02, 2022 10:42:16 AM

Post# of 231416
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.

see photonic post attached, I'm still looking for the business model post
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