Replies to post #226704 on Lightwave Logic Inc (LWLG)

[jeunke22]

Just to pinpoint that public vendor-level Bill Of Materials (BOM) disclosures are rare — so for many of its customers, you will see Lumentum named in investor slides, press releases and industry teardown reports rather than a public line-item contract. Same holds true for Lightwave’s material in Lumentum transceivers. Lumentum’s customers are Cisco, Amazon, Microsoft, Google , Nokia, Ciena, Innolight and for the latest silicon photonics and co packaged optics PIC’s : NVIDIA.
Yves LeMaitre’s latest PR statement regarding the replacement of “traditional laser technology” refers to conventional discrete semiconductor laser-diode based transceivers. In other words: the “traditional laser technology” in ( pluggable) transceivers is replaced by photonic integrated circuits built on silicon. That statement is coming straight out of Lumentum’s CEO playbook. Since Lumentum’s core technology is lasers, and Lumentum’s laser technology is in the center of the announced optics tsunami ( by Lumentum’s CEO) and a critical component in co packaged silicon photonics ( Lumentum for Nvidia ) its another interesting development to follow.

[tradero]

I have been thinking about the astronomical numbers that the Lumentum CEO threw in that interview, and I think that it can be very illustrative to quote some parts of it in order to have a picture of what the co-packaged optics revolution will mean

"So everyone is looking for ways to save energy. An interesting phenomenon is the so-called co-packaged optics, where essentially the transceiver is made superfluous and the optical engine is placed directly next to the switch or the server. So, you have nothing that can be plugged in."
…
"And now you basically have a system, a very reliable system, in which you eliminate this transceiver and your optical engine directly next to the switch, the server chip, the GPU or whatever you can place. That's a big revolution that is ahead of us. It brings the optics industry, which in the telecommunications era with which we started the conversation, was measured with thousands of copies into the hundreds of thousands, as we measure these transceivers today in millions.

So it's a big deal, Dave, when you talk about the revolution of co-packaged optics. The Holy Grail is now in the rack itself, because we can replace all the copper with a kind of optical engine. We can already see how this co-packaged optics occurs and replaces connections from the switch, even from a top-of-rack switch to the rack.

But what we can actually foresee is a huge wave of optical connections in the rack itself. We call it scale-up, which does not occur in two-digit millions, but in units of 100 million times and fundamentally changes this industry. You are used to it, order of magnitude from thousands to now two-digit millions, if not even 100 million times.

And you asked at the beginning what the biggest challenge is. The current biggest challenge for us is scaling up. How can we meet this demand and how can we replace our factories? How can we replace our works from thousands to millions, to two-digit millions, or even 100 million times? This is a huge challenge and we have to tackle it now, looking at the revolution that will come in two or three years."