I see the second batch of products are "release to production and sale" in 2H 2023 for 800g Fr4 and 400g modules. So we will not have a solid idea about what sales or production volumes look like there honestly until...possibly 2024?
That said, if it is true (I think at this point it darn well better be..."all is on track" and what not), then our "moment" (pre, during, post OFC?) will be around the "release to production and sale" of the 400G fr4 Tx OE with driver and 400g FR4 RX OE with TIA, which are 1H 2023.
My thinking is, these are VERY specific products. So sell those betas in 1H and project some numbers for 2H!
Surprised to see the Lightbar in the 2H 2023 for "release to production and sale", so I even wonder how impactful a show and tell at OFC on this product might be? I do agree it will be a major maybe even the biggest revenue generator for POET near term.
The Lightbar is also the product POET can hype big time. AI, data speeds, etc. We are entering a lucrative world there as a first mover, as we understand it, and I sure hope it comes out that META is the one who wants this product to revamp their data centers without changing the 100g infrastructure.
Very curious how the pricing works on this too. I don't see why we have to be the cheapest product, if our savings to the customer are like ...high margins of 20, 30, 40%. We can literally have them over a barrel once they buy in.
In the words of Buffet, the POET product line might just be very, very "sticky".
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