Oct. 25 at 2:04 PM
$POET Just my opinion.
The optical engine is the most expensive part of the transceiver/module. They'll be leveraging this high-value component for massive revenue. This is driven by the high-precision optoelectronic elements like lasers (e.g., EMLs or VCSELs), modulators, photodetectors, and waveguides. TOTAL module average selling price:
$800-2,500 for 400G/800G units, with optical engine costs rising faster due to supply constraints on InP wafers. The optical engine is a part of their Optical Interposer platform which those other parts also reside on. They are extremely tight-lipped about pricing, but it will not be cheap. Components like electro-absorption modulated lasers (EMLs,
$200–
$500 each). POET claims 20–40% cost reductions vs. conventional methods. When we sold 100G to the Chinese it was
$1/G, or
$100. Personally, I like to spitball and say 800G is
$800, but POET offer efficiencies, so cost is less. I'm thinking that
$500. is fair to consider.
