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Re: tedpeele post# 159439

Monday, 09/25/2023 9:36:31 AM

Monday, September 25, 2023 9:36:31 AM

Post# of 234103
That’s the age old argument of pluggable optics versus co-packaged optic.

Innovations in pluggables (via technologies like LWLG’s modulators) are pushing out the need for CPO.

So yea, sure, CPO deployments still might be a couple years to get millions of units shipped. But…

LWLG’s SOM figures are for pluggables.
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