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Sunday, June 23, 2024 7:30:58 AM
Here, from the ASM presentation,
Slide 15
- World-class performance
- 100 Gbaud, 200 Gbit/s, Vdrive < 1 V
- Perfect Open Eyes
- Ideal for low voltage 800Gbps 4 lane pluggable transceivers
Slide 26
- 200Gbps, 1V slot demonstrations
- O-band design (1310nm)
- Foundry/packaging/transceiver out-sourcing
- Commercial partnering/licensing (materials/device)
https://api.mziq.com/mzfilemanager/v2/d/307dbc8b-e212-48ba-9968-8cef3f6b5188/a669fa0d-6741-ad73-e523-69a20e3cdd15?origin=2
LWLG is literally the ONLY company in the world that can offer 200Gbs speed with such INCREDIBLE PERFORMANCE, and yet teddybear wants you to believe that there is NOT a single Transceiver maker working with them today!!!
Folks, you just can't make this shit up!!!
LWLG is now working with a couple dozen Tier 1's and the interest has grown exponentially since the March 2024 OFC demos!!!
Here again is the post I put up showing in black and white, the TRUTH!!
Gemini, which of the following would include makers of transceivers, electro-optic device manufacturers, contract manufacturers, original equipment manufacturers, foundries, packaging and assembly manufacturers?
Out of the choices you provided, two main categories would include makers of transceivers,
Original Equipment Manufacturers (OEMs): These are the companies that design and sell finished electronic products under their own brand name. They may outsource the manufacturing of some or all of the components to contract manufacturers (CMs) but are responsible for the overall design and functionality of the product.
Contract Manufacturers (CMs): These companies manufacture electronic components and products according to the specifications provided by OEMs. They may also provide other services such as design for manufacturability (DFM) and testing.
teddybear, your well is running so dry that you would actually try to peddle this snake oil that LWLG, a maker of outstanding performance true Next-gen Modulators that are used in Transceivers, now producing 200Gbs/lane proven with Outstanding Specs in High Volume Production on 200mm Wafers and also capable of being produced at Foundries on 3 Continents, is NOT working with any Transceiver makers!!! wow, just wow!!!!
Lebby has already told you who the Customers would be, some of them are WHITE BOX Transceiver makers like Google and Amazon, some of them are Network Equipment makers like Arista and Ciena, some of them are Transceiver Integrators like Lumentun, etc, here from the Technical FAQ's on the website
companies like Arista Networks and Ciena make networking equipment with 400G ports that can take optical pluggable transceivers. These transceivers contain the sort of optics that Lightwave Logic makes. So these companies would be customers, or customer’s customers (if they buy their optics from a transceiver integrator like Lumentum or Finisar). Arista makes Ethernet switches which have 400G ports on the front panel. You can plug copper cables into these ports to connect equipment a few meters away. But if you need to go longer, you plug in an optical transceiver to convert to an optical signal. The transceiver is where a LWLG modulator would be. In a way, you can think of the pluggable transceiver as a high-end analog of the adapters that plug into laptops to convert from USB to USB-C or HDMI, etc. Ciena makes transport systems that similarly have ports that our optics would plug into.
and teddybear, Lebby already told investors who the Customers would be, so these are the companies LWLG is most likely working with on the 200Gbs x4 Modulator PIC's for Transceiver Integration
TWST: Do you see your ideal customers like Cisco or whoever makes these particular modulation devices? Are they the ones who are going to buy?
Dr. Lebby: Yes, they will — a lot of these larger companies. The Ciscos of this world as well as the Intels and the Cienas, these types of players, Googles and others. A lot of these folks are actually vertically integrated. So they actually do a lot of the things themselves. And some of the parts they send out to foundries or to contract manufacturers.
https://www.reddit.com/r/LWLG/comments/15twmqr/interview_with_dr_lebby_august_17_2023/
Folks, these are pretty bold statements by Lebby, and Lebby is one of the top Luminaries of the photonics Industry, personally I would NOT want to bet against him!!!
Oh, and teddybear, your BFF Andy already told investors that Polymer PIC's would be in HVP (High Volume Production) in 2026, this matches PERFECTLY with Lebby's long-standing Timeline of Customer Acceptance in 2024 and Ramping in 2025 and Mass Commercial in 2026!!
![Bullish](/static/images/ih2-bull.png)
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