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Re: Lewrock post# 154107

Thursday, 08/24/2023 3:30:00 PM

Thursday, August 24, 2023 3:30:00 PM

Post# of 196795

This statement by Dr Lebby was the first clue we have gotten about the pricing of polymer modulators. The incumbent high performance transceivers contain a driver chip. That one component is more than 50% of the total cost. How much more…just “way more!”



Lewrock, I had no idea of that cost differential, and was going to ask that to the board after the Proto post on growth of 800G market for modulators, as it is already taking off fast this year. That kind of cost savings seems almost UNHEARD OF in a VERY competitive market environment. I guess that is how Dr. Lebby is knocking down the $$ cost per Gig for transmission (huge 50% cost savings from no driver chip need; 3x transmission speed, and can double output from 800G, to 1.6T and to 3.2T in due time per modulator). It would say to me that Lightwave would be able to disrupt the majority of this market in just a few years time (just a guess on cost savings), and eventually becoming ubiquitous because of this massive cost savings (and power) advantage, plus their very small form factor size where they can go from 800G to 3.2T within the same modulator form size. Just incredible to imagine and see how this unfolds before our eyes. Kudos for your post!!
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