Yes this is the long term plan I see unfolding. Silicon modulators are ubiquitous today. No denying that. EO polymer + silicon modulators are the goal to make ubiquitous in the future. I don't know when, but there will be a day when the numerous SiPh foundries across the globe will be offering this technology to its customers.
The same energy savings calculations could be applied to any of the new modulator technologies being discussed - EOP, TFLN, BTO. So far, EOP is the only one that offers a proven platform for the necessary device characteristics that allow these energy savings. Even the best-of-class TFLN doesn't get there.
Why no deals yet? A multi-channel PIC needs to be complete and ready IMO.
Could LWLG supply 4 individual 200G modulators to be put inside an 800G module? Sure. But IMO that wouldn't be scalable because it requires too many steps to package and also 4 individual lasers. Ideally...one 4 channel PIC is powered by one laser that is split into 4 waveguides. Maybe there's something I am not seeing and there's a way to package 4 of the 200G modulators into a module with one laser. I dunno.
Are there still issues with the tech? No, fundamentally I don't think so. LWLG is putting the tech through its paces and through many foundry runs to convince its partners that they can ultimately provide millions of these devices reliably. That's the ticket.
The other EOP players are limited by tiny budgets and minimal IP/experience. LWLG owns the IP in this space and has a huge budget comparatively. LWLG will win the EOP battle no matter what the others claim.
I very rarely comment on the stock price. I don't agree with the current valuation, but I completely understand it. It is the company's fault. I think once a legit partner signs up with the technology then we could get proper analyst attention. LWLG has cornered the market for a category of technology that is required for the future according the many major industry players. When this translates into stock appreciation? No clue.
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