the PDK's are virtually complete frontend & backend and that packaged modulators on Chips (and in Arrays) are completing their 2000 hours RT currently and that data should be released soon, mass commercial Production could come within 6 months albeit common for the Industry to begin in lower volume despite capabilities to produce higher volumes hence the SAM/SOM Lebby provided, also don't forget those SAM/SOM are only based on the ONE Licensing Agreement in place, I fully expect those numbers to increase significantly as additional Licensing Agreements & Tech Transfer Agreements are announced in 2023
also, DO NOT FORGET that Lebby said all of the modulators are being produced in Foundries!!! this is consistent with Lebby telling investors that LWLG will ONLY produce the Perk in its Colorado Labs
also don't forget that LWLG currently has 5 PRODUCTS complete with DATA SHEETS!!
Let's discuss LWLG's Pk Series 1/2/3/4/5 & 6 coming soon!!
Ok, so first off, understand that EACH of these is a PRODUCT with a DATA SHEET
Investors saw the Pk Series 2 Data Sheet in the ASM presentation
Investors saw the Pk Series 3 Data Sheet in the Polariton product with LWLG Inside
So, I believe it is fair to say that each of these Material Systems have unique set of attributes, and although it would appear that the Pk5 has the hands down best overall set of attributes, it does not necessarily mean that for SPECIFIC APPLICATIONS one of the other Material Systems may be better suited, and as such, I believe it is a fair assumption that at least one or two of these Material Systems were developed for specific Customer needs
Waiting patiently for the next shoe to drop on the Shorts, Lebby has repeatedly told Investors that LWLG will be UBIQUITOUS, and Investors know that LWLG is in "deep relationship" negotiations with greater than FIVE LEAD customers, the next news release of a Licensing Agreement or a Tech Transfer Agreement could come literally any day now!!
Bullish
