Ok, read posts #133274_#133275_#133276 and understand the following about the position LWLG is currently in, here to summarize for you,
#133274 Intel/Ayar for many years now have focused on their Next-Gen Photonics solution using silicon based MRR's, but there is an inherent problem with this technology, temperature control, which cannot be solved, at least not economically
#122275 LWLG Polymers CAN solve the issues that Intel/Ayars cannot, therefore it is a strong probability that Intel/Ayar and LWLG are working together under NDA's currently
#133276 Intel in 2022 after a handful of years selling Photonics devices achieved RECORD unit volume of about 2 million units!! Here KCC points out that LWLG can achieve these same volumes, perhaps even more, with one small Foundry & one Customer!!
Ok, now consider the following,
Lebby in Podcast 2/14/23 said "We work with Big Silicon Foundries"
protot_101- Thanks for all valuable info and updates. One question comes to my mind is your calculation is based on one (1) customer in 2023. What is your expectation in terms of number of customers using LWLG technology in 2023 /2024. Let's be conservative. Tia