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Friday, 05/24/2024 11:30:15 AM

Friday, May 24, 2024 11:30:15 AM

Post# of 194738
Why are there suddenly so many companies wanting to engage with Lightwave now?
The answer is really very simple as it gets down to whether you can do a 4 lane 200G modulator that functions at 1V and offers advantage of speed and size over incumbent technology. It also must prove to stable and have little optical loss.
The answer of course is that LWLG is the ONLY company that is demonstrating those industry requirements NOW. Competitive technologies are not even close to offering a competitive modulator option. They are years behind and are stuck with 8 lane 100G options that aren't fast enough, consume too much power, some are way too big.

The corollary to the question is that why does it matter? The answer to that is because the industry wants it NOW. That was described in Dr. Lebby's presentation at the ASM. They are working on the preferred modulator array which as KC mentioned, samples are currently at customers for testing. More time is needed and those shareholders that hold will be rewarded. Remember it takes about six months for wafers to cycle through production.

I was at the ASM and had the same positive impressions others have described already, especially the tour of the lab facilities. All of the lab personnel showed genuine excitement on the progress that has been made and expectations for the future.
My favorite was the modulator demonstration that was at 200G and under 1V. The screen showed the data transfer through "the eyes" which were wide open all the time. It looked better than what Dr. Lebby showed on his slide in the past. They were definitely "Betty Davis Eyes".
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