that's easy ted, Lebby put up the most ultra-conservative estimates he could possibly muster while keeping a straight face, the scale up could occur much more rapidly though based in the dire Industry need for it today, normally any new technology in this Industry is introduced to market as follows
- Low-Rate Initial Production Run (LRIP)
- LRIP Reviews/Assessments
- Full Production and Implementation
in the case of LWLG those rules may bend quite a lot based on the "pull" from the Amazon's and Google's of the world
also note those projections are for the market for ONLY one vertical and product, it's for 800g/1600g Transceivers at 1310 for DC's, these are not projections for Telecom applications at 1550, these also exclude any other verticals such as LIDAR, sensing, etc, also note that these number exclude any lower DC speed implementations, LWLG could very well do 4x100 for 400g in some of the DC's as well
btw also note the following >>
“with Dr Lebby's own projection of 7,900 units in 2024 and 78,000 units in 2025?”
Those projections were made by a third party, not Dr Lebby. They could be way off depending on how fast Perkamine is accepted/needed by the market.
Bullish
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