PG, looking at Slide 14 from this Poet presentation, they are modeling an Optical Engine for a Transceiver priced at $150 to $250 for 100Gbs (using 25Gbs modulators)
I guess I am still confused at the really high price of Drivers, and how Poet is able to model a complete Transceiver so low priced?
And for the less technically minded here, this Poet presentation Slide 19 gives a good layout of the Transceiver components, and color codes the Electronics vs the Optics