News: Optoelectronics
24 March 2025
POET ships optical engine samples to three global customers for AI applications
POET Technologies Inc of Toronto, Ontario, Canada — designer and developer of the POET Optical Interposer, photonic integrated circuits (PICs) and light sources for the hyperscale data-center, telecom and artificial intelligence (AI) markets — has fulfilled orders from three global customers for samples of its advanced optical transmit engines.
The firm has shipped final design samples of its POET Infinity transmit product line for 400G and 800G applications to “three major technology leaders”. The products include 400G FR4, 800G 2xFR4 and 800G DR8 transmit formats, all assembled at the firm’s high-volume production facility in Malaysia. The FR4 optical engines incorporate the multiplexer and can be paired with POET receiver engines for a highly integrated pluggable transceiver. Customers have designed and are building pluggable transceivers using a two-chip solution, i.e. one transmit chip and one receive chip, for 400G, and a three-chip solution for 800G. The receive optical engines have already been qualified and the availability of the transmit engine samples will allow the shipment of completed modules to end customers for qualification, with production orders expected in second-half 2025.
“The sampling of the transmit engines is the final piece that allows our customers to complete their modules and get them qualified,” says chief revenue officer Raju Kankipati. “We are increasingly a vendor of record for these enterprises and that is how we know we are on the right track for wider adoption and greater commercial success,” he adds.
POET has previously worked with each customer on integrating the transmit and receive optical engines into their final module products. The demand for 400G and 800G modules remains strong. The demand for these three module types (400G FR4, 800G 2xFR4 and 800G DR8) will be about 20 million units per year for the next five years, forecasts market research firm LightCounting.
“POET’s advantages of cost, reliability and power efficiency have gained the trust of industry leaders who look to our optical interposer-based product portfolio for solutions that can power AI development and improve optical networking,” says chairman & CEO Dr Suresh Venkatesan.
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