POET and Luxshare Tech Expand Product Offerings for Artificial Intelligence Networks
POET Technologies and Luxshare Tech have expanded their partnership to provide more optical module products for AI network equipment and AI service providers. Following successful testing of 800G 2xFR4 OSFP modules using POET's receive optical engines, the companies agreed to produce additional types of optical transceiver modules. The expanded product range will include POET's transmit and receive optical engines for Luxshare's 400G and 800G pluggable transceivers for single mode fiber applications.
These state-of-the-art transceivers will combine POET's 100G/lane and 200G/lane optical engines with Luxshare Tech's advanced optical module designs. The partnership aims to deliver faster and more energy-efficient data communications within the next year, catering to the needs of AI developers, data center hyperscalers, and the computing industry.
POET Technologies e Luxshare Tech hanno ampliato la loro partnership per offrire una maggiore gamma di prodotti per moduli ottici destinati all'equipaggiamento di rete AI e ai fornitori di servizi AI. Dopo aver effettuato con successo test su moduli OSFP 800G 2xFR4 utilizzando i motori ottici di ricezione di POET, le due aziende hanno concordato di produrre ulteriori tipologie di moduli trasceiver ottici. L'ampliamento della gamma di prodotti includerà i motori ottici di trasmissione e ricezione di POET per i trasceiver pluggable di Luxshare da 400G e 800G per applicazioni a fibra monomodale.
Questi trasceiver all'avanguardia uniranno i motori ottici da 100G/lane e 200G/lane di POET con i design avanzati dei moduli ottici di Luxshare Tech. La partnership mira a fornire comunicazioni dati più veloci ed energeticamente efficienti entro il prossimo anno, soddisfacendo le esigenze di sviluppatori AI, scalatori di data center e dell'industria informatica.
POET Technologies y Luxshare Tech han ampliado su asociación para ofrecer más productos de módulos ópticos para equipos de red de IA y proveedores de servicios de IA. Tras realizar pruebas exitosas con módulos OSFP 800G 2xFR4 utilizando motores ópticos receptores de POET, las empresas acordaron producir tipos adicionales de módulos transceptores ópticos. La gama ampliada de productos incluirá los motores ópticos de transmisión y recepción de POET para los transceptores enchufables de Luxshare de 400G y 800G para aplicaciones de fibra monomodo.
Estos transceptores de última generación combinarán los motores ópticos de 100G/carril y 200G/carril de POET con los diseños avanzados de módulos ópticos de Luxshare Tech. La asociación busca proporcionar comunicaciones de datos más rápidas y energéticamente eficientes en el próximo año, atendiendo las necesidades de desarrolladores de IA, escaladores de centros de datos y la industria informática.
POET Technologies와 Luxshare Tech는 AI 네트워크 장비 및 AI 서비스 제공업체를 위한 광 모듈 제품을 더욱 확대하기 위해 파트너십을 강화했습니다. POET의 수신 광 엔진을 사용하여 800G 2xFR4 OSFP 모듈의 성공적인 테스트를 마친 후, 두 회사는 추가적인 광 트랜시버 모듈의 생산에 합의했습니다. 확장된 제품군에는 Luxshare의 400G 및 800G 플러그형 트랜시버를 위한 POET의 송신 및 수신 광 엔진이 포함됩니다.
이 최첨단 트랜시버는 POET의 100G/레인 및 200G/레인 광 엔진과 Luxshare Tech의 첨단 광 모듈 설계를 결합할 것입니다. 이 파트너십은 AI 개발자, 데이터 센터 하이퍼스케일러 및 컴퓨팅 산업의 요구를 충족하기 위해 향후 1년 이내에 더 빠르고 에너지 효율적인 데이터 통신을 제공하는 것을 목표로 합니다.
POET Technologies et Luxshare Tech ont élargi leur partenariat pour proposer davantage de produits de modules optiques pour équipements de réseau AI et fournisseurs de services AI. Suite à des tests réussis sur des modules OSFP 800G 2xFR4 utilisant les moteurs optiques de réception de POET, les entreprises ont convenu de produire d'autres types de modules de transceivers optiques. La gamme de produits élargie comprendra les moteurs optiques d'émission et de réception de POET pour les transceivers pluggables 400G et 800G de Luxshare pour les applications à fibre monomode.
Ces transceivers de pointe combineront les moteurs optiques de 100G/voie et 200G/voie de POET avec les conceptions avancées de modules optiques de Luxshare Tech. Le partenariat vise à fournir des communications de données plus rapides et plus écoénergétiques au cours de l'année qui vient, répondant aux besoins de dévéloppes AI, de hyperscalers de centres de données et de l'industrie informatique.
POET Technologies und Luxshare Tech haben ihre Partnerschaft ausgeweitet, um mehr optische Modulprodukte für KI-Netzwerkausrüstung und KI-Dienstleister anzubieten. Nach erfolgreichen Tests mit 800G 2xFR4 OSFP-Modulen, die mit den Empfangsoptikeinheiten von POET durchgeführt wurden, haben die Unternehmen vereinbart, zusätzliche Arten von optischen Transceiver-Modulen zu produzieren. Die erweiterte Produktpalette wird die Übertragungs- und Empfangsoptikeinheiten von POET für die 400G und 800G steckbaren Transceiver von Luxshare für Einzelmodefaseranwendungen umfassen.
Diese hochmodernen Transceiver werden die 100G/Anschluss und 200G/Anschluss optischen Engines von POET mit den fortschrittlichen optischen Moduldizenen von Luxshare Tech kombinieren. Die Partnerschaft zielt darauf ab, innerhalb des nächsten Jahres schnellere und energieeffizientere Datenkommunikationen bereitzustellen, um den Bedürfnissen von KI-Entwicklern, Hyperscale-Datenzentren und der IT-Branche gerecht zu werden.
- Expanded partnership with Luxshare Tech, a global leader in data-communication technology
- Successful testing of 800G 2xFR4 OSFP modules using POET's receive optical engines
- Inclusion of POET's transmit and receive optical engines in Luxshare's 400G and 800G pluggable transceivers
- Integration of POET optical engines into existing Luxshare Tech products already on the market
- Development of DSP-based and linear pluggable optics products for 400G and 800G speeds using POET's optical engines
- None.
Insights
The expanded partnership between POET Technologies and Luxshare Tech marks a significant advancement in optical module technology for AI networks. This collaboration is poised to have a substantial impact on the AI and data center markets.
The successful testing of 800G 2xFR4 OSFP modules using POET's receive optical engines has led to a broader adoption of POET's technology. This expansion includes both transmit and receive optical engines for 400G and 800G pluggable transceivers, which is a critical development for high-speed data transmission in AI applications.
The integration of POET's 100G/lane and 200G/lane optical engines with Luxshare's advanced module designs represents a leap forward in transceiver technology. These modules promise to deliver the high performance and energy efficiency that AI developers and data center operators desperately need to manage the exponential growth in data processing demands.
From a technical perspective, the POET Optical Interposer™ platform is a game-changer. It allows for the integration of multiple optical components on a single chip, potentially reducing costs and improving performance. This could lead to more compact, efficient and cost-effective AI infrastructure.
The market implications are significant. With Luxshare Tech's global reach and POET's innovative technology, we could see a rapid adoption of these advanced optical modules in AI networks worldwide. This could accelerate the development and deployment of AI systems, potentially leading to breakthroughs in various AI applications.
The expanded partnership between POET Technologies and Luxshare Tech presents a compelling financial opportunity for both companies. For POET, this deal significantly expands its market reach and potential revenue streams.
The integration of POET's optical engines into Luxshare's existing product line suggests an immediate pathway to market, which could translate to accelerated revenue growth for POET in the near term. Moreover, the development of new 400G and 800G products using POET's technology opens up additional future revenue opportunities.
Luxshare Tech, as one of the largest companies in the industry, brings substantial manufacturing capabilities and an established customer base. This partnership could potentially lower production costs and increase market penetration for both companies.
The focus on energy-efficient solutions aligns well with industry trends, potentially giving both companies a competitive edge. As data centers and AI applications continue to grow, the demand for high-performance, low-power optical modules is likely to increase, presenting a strong growth trajectory for this partnership.
However, investors should note that the financial impact will depend on the successful execution of these projects and market adoption rates. While the outlook appears positive, it's important to monitor the timeline for product deployment and initial sales figures to gauge the actual financial impact.
The collaboration between POET Technologies and Luxshare Tech is strategically positioned to capitalize on the burgeoning AI and data center markets. With the global AI market projected to grow at a CAGR of
This partnership addresses a critical pain point in the AI industry - the need for faster, more efficient data transmission. As AI models become increasingly complex, the ability to move vast amounts of data quickly and efficiently becomes paramount. The 400G and 800G transceivers developed through this collaboration could become essential components in next-generation AI infrastructure.
The emphasis on power savings is particularly noteworthy. With data centers accounting for
Luxshare Tech's existing market presence provides a ready channel for these new products. Their established relationships with "some of the largest companies in the world" could accelerate adoption, potentially leading to rapid market penetration.
However, the market for high-speed optical modules is competitive, with players like Cisco, Intel and Broadcom also vying for market share. The success of this partnership will depend on their ability to deliver superior performance and cost-effectiveness compared to existing solutions.
TORONTO, Aug. 01, 2024 (GLOBE NEWSWIRE) -- POET Technologies Inc. (“POET” or the “Company”) (TSX Venture: PTK; NASDAQ: POET), the designer and developer of the POET Optical Interposer™, Photonic Integrated Circuits (PICs) and light sources for the data center, tele-communication and AI markets, today announced that it has expanded its partnership with Luxshare Technology Co. Ltd. (“Luxshare Tech”) to provide more optical module products targeted at AI network equipment and AI service providers. Luxshare Tech is a global leader in providing technology for data-communication facilities and enterprise-level products for some of the largest companies in the world.
Luxshare Tech and POET agreed to produce additional types of optical transceiver modules following the successful completion of the testing of 800G 2xFR4 OSFP modules using POET’s receive optical engines. These modules showed exceptional performance, which prompted Luxshare Tech and POET to adopt a broader range of POET’s optical engines into the Luxshare offerings.
The additional products will include POET’s transmit and receive optical engines for Luxshare’s 400G and 800G pluggable transceivers for single mode fiber applications. These state-of-the-art transceivers will combine POET’s industry-leading 100G/lane and 200G/lane optical engines with Luxshare Tech's advanced optical module designs. The optical modules will be manufactured and sold globally by Luxshare Tech.
“Luxshare Tech is committed to providing our current and prospective customers with high-performance, low-cost transceivers and modules that deliver the power savings that are coveted by AI developers, data center hyperscalers, and the computing industry,” said Mike Gao, general manager of Luxshare Tech’s Opto-electronic business unit. “POET’s interposer-based optical engines have surpassed our expectations, and we anticipate that this partnership will continue to impress our customers. The solutions we are working on will deliver faster and more energy-efficient data communications within the next year.”
Selected POET optical engines will be integrated into existing Luxshare Tech products that are already on the market. Along with the 800G 2xFR4 OSFP module, Luxshare Tech is developing a series of DSP-based and linear pluggable optics products for 400G and 800G speeds using POET's optical engines. These multiple projects will generate complete solutions that include transmit and receiver engines that are built on the POET Optical Interposer™ platform technology.
“We are delighted to deepen this partnership with Luxshare Tech to bring to market products that are hotly demanded by AI and datacom customers,” POET Chairman and CEO Dr. Suresh Venkatesan said. “To have one of the largest companies in our industry acknowledge the value that POET brings to their supply chain is validation of the commercial appeal of our products. POET has never been in a better position to see our disruptive platform technology deployed broadly in the marketplace.”
About POET Technologies Inc.
POET is a design and development company offering high-speed optical engines, light source products and custom optical modules to the artificial intelligence systems market and to hyperscale data centers. POET’s photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET’s Optical Interposer platform also solves device integration challenges across a broad range of communication, computing and sensing applications. POET is headquartered in Toronto, Canada, with operations in Allentown, PA, Shenzhen, China, and Singapore. More information about POET is available on our website at www.poet-technologies.com.
About Luxshare Technology Co., Ltd.
Luxshare Technology Co., Ltd. (“LuxshareTech”) is a global designer and manufacturer of cable, connector, module assembly and sub-system solutions for consumer, automotive, cloud, and enterprise applications. Dedicated to flexible design, agile manufacturing, and collaborative partnerships, LuxshareTech works with technology leaders to create innovative solutions that transform industries. LuxshareTech is a subsidiary of Luxshare Precision Industry Co., Ltd. (002475.SZ), which was founded in 2004 and is based in Dongguan, China. Learn more at http://en.luxshare-tech.com
| Media Relations Contact: Adrian Brijbassi adrian.brijbassi@poet.tech | Company Contact: Thomas R. Mika, EVP & CFO tm@poet.tech |
Forward-Looking Statements
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FAQ
What new products are POET Technologies and Luxshare Tech developing together?
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