Yes the competing technologies are silicon photonics for 100G per lane and then InP/TFLN/BTO for 200G per lane.
Competition will always exist. So what?
The latest industry report shows the annual revenue for “TFLN and other materials” as ~$2.5 billion in 2028.
“TFLN and other materials” is TFLN/EOP/BTO.
Lebby believes he can get the lions share.
Even 10% market share of that segment means this company is a multi, multi billion dollar company.
When the first EOP powered transceiver is revealed with a partner or two in tow and a foundry or two ready to manufacture….it will become very clear even to the skeptics that this is the real deal.
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