Replies to post #95879 on Lightwave Logic Inc (LWLG)

[Fruno]

A couple of things I noticed from the article:

It touts 25% power savings using a lithium niobate device. We know Lightwave's modulators provide much greater power savings.

Silicon photonics has insertion loss of 15 dB. Other technologies with lower insertion loss are mentioned (thin film lithium niobate and barium titanate), but no numbers are provided. The recent patent (11,262,605) for LWLG notes that their device has insertion loss of less than 6 dB.

The article notes that lithium niobate is in prototype and is 18 months or more from commercialization.

The article discusses advantages/disadvantages of co-packaging vs. pluggable modules. In the PR for the recent patent it is noted that the device is a "complete optical engine that fits into fiber optic transceivers (either pluggable or co-packaged)".

I hope someone with a more technical background can provide more clarity.

[Pro_v12001]

And this is why polymers will succeed! The tech has to be able to ramp.

Andy Bechtolsheim: From a business level, you have all the competition in the current supply chain. There are many companies making these pluggable optics modules, you can also have competition in the new technology space, because the company that is betting on barium titanate modulators is not going to bet on lithium niobate. One will succeed better than the other, but it is too early to tell. I couldn’t tell you. And if you talk to these startups, they are wildly optimistic, they got the best thing since sliced cheese.

TPM: And another will say they have the next best thing since sliced white bread, and we can make little sandwiches. . . .

Andy Bechtolsheim: [Laughter] Right. On a lab basis, they all have valid points. But none of them are in production, which means millions of units. In the end, if you can’t make it the millions, it’s not a solution for the market because they couldn’t ramp it.


Innovative polymer plus modulator
Minimizing polymer layers for a more- simpler, easy to integrate, high performance, low voltage device. Fabrication is using spin on polymers in standard fabs

ENGLEWOOD, Colo., March 7, 2022 /PRNewswire/ -- Lightwave Logic, Inc. (NASDAQ: LWLG), a technology platform company leveraging its proprietary electro-optic polymers to transmit data at higher speeds with less power, today announced the receipt of a new U.S. patent on an invention that will simplify modulator integration for high-volume foundry manufacturing operations while enhancing polymer reliability to enable a more effective photonic engine.