POET and Mitsubishi Electric Collaborate to Develop 3.2T Optical Engines for AI Networks
POET Technologies has entered a collaboration with Mitsubishi Electric to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, targeting the rapidly growing AI networking market. POET will integrate Mitsubishi's 400G Electro-absorption Modulator integrated Lasers (EMLs) with other components using its optical interposer platform technology to produce 1.6T and 3.2T optical engine chipsets.
The partnership aims to complete the chipsets in early 2025, with demonstrations planned for the first half of that year. This collaboration is seen as a significant technological achievement, addressing the high demand for optical connectivity in AI and hyperscale data centers. The global optical transceiver market for 800G and 1.6T is projected to grow at a CAGR of 33% from $2.5 billion in 2024 to $10.5 billion by 2029.
POET Technologies ha avviato una collaborazione con Mitsubishi Electric per co-sviluppare chipset di motori ottici integrati per trasceiver plug-in da 3.2T, mirando al mercato in rapida crescita del networking AI. POET integrerà i modulatori elettro-assorbenti da 400G di Mitsubishi con altri componenti utilizzando la propria tecnologia di piattaforma interposer ottico per produrre chipset di motori ottici da 1.6T e 3.2T.
L'obiettivo della partnership è completare i chipset entro inizio 2025, con dimostrazioni previste per la prima metà di quell'anno. Questa collaborazione è vista come un'importante realizzazione tecnologica, che affronta l'alta domanda di connettività ottica nei centri dati AI e hyperscale. Si prevede che il mercato globale dei trasceiver ottici per 800G e 1.6T crescerà con un CAGR del 33% da 2.5 miliardi di dollari nel 2024 a 10.5 miliardi di dollari entro il 2029.
POET Technologies ha entrado en una colaboración con Mitsubishi Electric para co-desarrollar chipsets de motor óptico integrados para transceptores plug-in de 3.2T, apuntando al mercado de redes de IA en rápido crecimiento. POET integrará los módulos láser de modulación electroabsorbente de 400G de Mitsubishi con otros componentes utilizando su tecnología de plataforma de interposer óptico para producir chipsets de motor óptico de 1.6T y 3.2T.
La asociación tiene como objetivo completar los chipsets a principios de 2025, con demostraciones previstas para la primera mitad de ese año. Esta colaboración se considera un logro tecnológico significativo, abordando la alta demanda de conectividad óptica en centros de datos de IA e hyperscale. Se proyecta que el mercado global de transceptores ópticos para 800G y 1.6T crecerá a un TACG del 33% desde 2.5 mil millones de dólares en 2024 hasta 10.5 mil millones de dólares para 2029.
POET Technologies는 Mitsubishi Electric와의 협력을 통해 3.2T 플러그인 트랜시버를 위한 통합 광 엔진 칩셋 공동 개발에 나섰습니다. 이는 빠르게 성장하는 AI 네트워킹 시장을 목표로 하고 있습니다. POET는 Mitsubishi의 400G 전기 흡수 변조기 통합 레이저(EML)를 Optical Interposer 플랫폼 기술을 사용하여 다른 구성 요소와 통합하여 1.6T 및 3.2T 광 엔진 칩셋을 생산할 것입니다.
이 파트너십의 목표는 2025년 초에 칩셋을 완료하고, 올해 상반기 중에 시연할 계획입니다. 이번 협력은 AI 및 대규모 데이터 센터에서의 광 연결에 대한 높은 수요를 해결하는 중요한 기술적 성과로 간주됩니다. 800G 및 1.6T용 글로벌 광 트랜시버 시장은 2024년 25억 달러에서 2029년 105억 달러로 33%의 CAGR 성장이 예상됩니다.
POET Technologies a établi une collaboration avec Mitsubishi Electric pour co-développer des chipsets de moteur optique intégrés pour des transcepteurs plug-in de 3.2T, visant le marché en forte croissance des réseaux AI. POET intégrera les modulateurs électro-absorbants de 400G de Mitsubishi avec d'autres composants en utilisant sa technologie de plateforme d'interposer optique pour produire des chipsets de moteur optique de 1.6T et 3.2T.
Le partenariat vise à finaliser les chipsets au début de 2025, avec des démonstrations prévues pour la première moitié de l'année. Cette collaboration est considérée comme un accomplissement technologique majeur, répondant à une forte demande de connectivité optique dans les centres de données AI et hyperscale. Le marché mondial des transceivers optiques pour 800G et 1.6T devrait croître à un TCAC de 33% des 2.5 milliards de dollars en 2024 à 10.5 milliards de dollars d'ici 2029.
POET Technologies hat eine Zusammenarbeit mit Mitsubishi Electric begonnen, um integrierte optische Motor-Chipsets für 3.2T steckbare Transceiver zu entwickeln, die auf den schnell wachsenden Markt für KI-Netzwerke abzielt. POET wird die 400G Elektroabsorption-Modulatoren von Mitsubishi mit anderen Komponenten unter Verwendung seiner optischen Interposer-Plattformtechnologie integrieren, um 1.6T und 3.2T optische Motor-Chipsets herzustellen.
Das Ziel der Partnerschaft ist es, die Chipsets bis Anfang 2025 fertigzustellen, mit geplanten Demonstrationen in der ersten Jahreshälfte. Diese Zusammenarbeit wird als bedeutender technologischer Fortschritt angesehen, der die hohe Nachfrage nach optischer Konnektivität in KI- und Hyperscale-Datenzentren anspricht. Der globale Markt für optische Transceiver für 800G und 1.6T wird voraussichtlich mit einem CAGR von 33% von 2.5 Milliarden US-Dollar im Jahr 2024 auf 10.5 Milliarden US-Dollar bis 2029 wachsen.
- Collaboration with major industry player Mitsubishi Electric
- Targeting high-growth AI networking market
- Development of advanced 3.2T pluggable transceivers
- Projected market growth: 33% CAGR from $2.5B in 2024 to $10.5B by 2029
- Validation of POET's optical interposer technology
- Product completion and demonstration not until 2025
- Potential competition in the rapidly growing market
Insights
This collaboration between POET and Mitsubishi Electric marks a significant step towards addressing the growing demand for high-speed connectivity in AI networks. The development of 3.2T optical engines could be a game-changer for data centers and AI infrastructure.
The integration of Mitsubishi's 400G EMLs with POET's optical interposer platform has the potential to create a highly efficient and scalable solution. This could lead to substantial improvements in data transfer speeds and energy efficiency, important factors in the AI and cloud computing sectors.
The projected
This partnership could significantly boost POET's market position and financial prospects. The collaboration with an industry giant like Mitsubishi Electric lends credibility to POET's technology and could accelerate its adoption in the market.
The optical transceiver market's projected CAGR of
Investors should monitor the progress of this collaboration closely, particularly the planned demonstrations in early 2025. Successful outcomes could potentially drive POET's stock value upward, reflecting the company's enhanced growth prospects in the AI and cloud infrastructure sectors.
The collaboration between POET and Mitsubishi Electric is well-timed to capitalize on the surging demand for high-speed connectivity in AI and cloud computing. The focus on 3.2T pluggable transceivers aligns with the industry's push towards faster, more efficient data transfer solutions.
The projected market growth to
Success will hinge on the partners' ability to deliver a product that offers superior performance, energy efficiency and cost-effectiveness. If they can achieve this, they could potentially disrupt the market and gain a significant competitive advantage.
TORONTO, Sept. 19, 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 it has entered into a collaboration with Mitsubishi Electric Corporation (“Mitsubishi Electric”) to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, a highly sought-after product for optical connectivity in the rapidly growing artificial intelligence networking market. POET and Mitsubishi Electric will jointly support product demonstrations with major customers.
“Mitsubishi Electric is committed to ensuring we give our customers the technological advantage to maintain their positions as industry leaders in their own sectors. We believe POET’s optical engines will open the possibility of creating new products where electronics photonics convergence is successfully achieved at an advanced level of integration between InP and Si-based interposer, which take us and our valued customers into the next generation of data networking for AI and hyperscale data centers,” says Yasuhiro Yamauchi, General Manager, Optical Device Department at Mitsubishi Electric. “This promises to be a momentous technological achievement when it is unveiled.”
Mitsubishi Electric will contribute its highly differentiated 400G Electro-absorption Modulator integrated Lasers (EMLs) to the project. Using its optical interposer platform technology, POET will integrate the EMLs along with drivers, optical waveguides, and other key functional building blocks to produce 1.6T and 3.2T optical engine chipsets.
“The AI and datacom networks need a pluggable transceiver solution for 3.2T and POET’s optical interposer is one of the few technologies that can achieve that performance. When our Mitsubishi Electric colleagues understood the full functionality of the optical interposer and its potential to optimize the performance of their leading-edge lasers, they knew that we offered the right solution for their needs,” says Dr. Suresh Venkatesan, POET Chairman and CEO. “It’s further validation that what we have worked so hard to achieve over these past five years is coming true. POET’s products are steadily being adopted by the industry and we expect demand to accelerate as our customers gain further understanding of the power efficiency and cost savings that we offer to them and their customers.”
POET and Mitsubishi Electric aim to complete the 1.6T and 3.2T optical engine chipsets in early 2025 and to then demonstrate the innovation during the first half of that year.
AI and cloud datacenter networks are the leading consumers of pluggable optics. The global optical transceiver market for 800G and 1.6T is projected to grow at a CAGR of
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 Mitsubishi Electric Corporation
With more than 100 years of experience in providing reliable, high-quality products, Mitsubishi Electric Corporation (TOKYO: 6503) is a recognized world leader in the manufacture, marketing and sales of electrical and electronic equipment used in information processing and communications, space development and satellite communications, consumer electronics, industrial technology, energy, transportation and building equipment. Mitsubishi Electric enriches society with technology in the spirit of its “Changes for the Better.” The company recorded a revenue of 5,257.9 billion yen (U.S.
Mitsubishi Electric’s InP-based semiconductor laser has a long history of development and business over 60 years and has been widely used in various industries.
www.MitsubishiElectric.com/semiconductors/opt/
Media Relations Contact: Adrian Brijbassi adrian.brijbassi@poet.tech | Company Contact: Thomas R. Mika, EVP & CFO tm@poet.tech |
Forward-Looking Statements
This news release contains “forward-looking information” (within the meaning of applicable Canadian securities laws) and “forward-looking statements” (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as “anticipate”, “believe”, “expect”, “plan”, “intend”, “potential”, “estimate”, “propose”, “project”, “outlook”, “foresee” or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include the Company’s expectations with respect to market size, the capability, functionality, performance and cost of the Company’s technology, the capabilities and expected success of its joint venture, as well as the timing and inclusion of its technology in customer’s current and future products, including the successful penetration of the Artificial Intelligence hardware markets.
Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, management’s expectations regarding the success of its development efforts with partners, the size and growth rates of the markets for its products, the capability of its manufacturing joint venture to produce products on time and at the expected costs, the performance and availability of certain components, its ability to produce and demonstrate new products on schedule, and the success of its customers in achieving market penetration for their products. Actual results could differ materially due to a number of factors, including, without limitation, the success of its co-development efforts, the attractiveness of the Company’s product offerings once released, the performance of its technology, the performance of key components, and its ability and the ability of its customers to sell their products into the artificial intelligence networking, data center and other markets. For further information concerning these and other risks and uncertainties, refer to the Company’s filings on SEDAR+ at www.SEDAR.com and on the website of the U.S. Securities and Exchange Commission at www.sec.gov. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company’s securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking information and statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise this forward-looking information and statements except as required by applicable securities laws.
Neither TSX Venture Exchange nor its Regulation Services Provider (as that term is defined in the policies of the TSX Venture Exchange) accepts responsibility for the adequacy or accuracy of this release. 120 Eglinton Avenue, East, Suite 1107, Toronto, ON, M4P 1E2- Tel: 416-368-9411 - Fax: 416-322-5075
FAQ
What is the collaboration between POET Technologies and Mitsubishi Electric for?
When are POET and Mitsubishi Electric aiming to complete the 1.6T and 3.2T optical engine chipsets?
What is the projected growth of the global optical transceiver market for 800G and 1.6T?
What technology is POET contributing to the collaboration with Mitsubishi Electric?
