Poet Ships Advanced Optical Engine Samples to Three Global Technology Customers for AI Applications
POET Technologies (TSX: PTK; NASDAQ: POET) has successfully delivered samples of its advanced optical transmit engines to three global technology leaders. The shipments include final design samples of the POET Infinity transmit product line for 400G and 800G applications, featuring 400G FR4, 800G 2xFR4, and 800G DR8 transmit formats, manufactured at their Malaysia facility.
The FR4 optical engines, which include multiplexer capability, can be paired with POET receiver engines for integrated pluggable transceivers. Customers are developing pluggable transceivers using two-chip solutions for 400G and three-chip solutions for 800G. With receive optical engines already qualified, these transmit engine samples enable module completion for customer qualification, with production orders anticipated in H2 2025.
According to LightCounting research, demand for these three module types is projected at 20 million units annually over the next 5 years.
POET Technologies (TSX: PTK; NASDAQ: POET) ha consegnato con successo campioni dei suoi avanzati motori ottici di trasmissione a tre leader tecnologici globali. Le spedizioni includono campioni del design finale della linea di prodotti di trasmissione POET Infinity per applicazioni da 400G e 800G, con formati di trasmissione 400G FR4, 800G 2xFR4 e 800G DR8, prodotti presso il loro stabilimento in Malesia.
I motori ottici FR4, che includono la capacità di multiplexing, possono essere abbinati ai motori di ricezione POET per trasceiver pluggable integrati. I clienti stanno sviluppando trasceiver pluggable utilizzando soluzioni a due chip per 400G e soluzioni a tre chip per 800G. Con i motori ottici di ricezione già qualificati, questi campioni di motori di trasmissione consentono il completamento dei moduli per la qualificazione del cliente, con ordini di produzione previsti nel secondo semestre del 2025.
Secondo la ricerca di LightCounting, la domanda per questi tre tipi di moduli è prevista in 20 milioni di unità all'anno nei prossimi 5 anni.
POET Technologies (TSX: PTK; NASDAQ: POET) ha entregado con éxito muestras de sus avanzados motores ópticos de transmisión a tres líderes tecnológicos globales. Los envíos incluyen muestras de diseño final de la línea de productos de transmisión POET Infinity para aplicaciones de 400G y 800G, con formatos de transmisión 400G FR4, 800G 2xFR4 y 800G DR8, fabricados en su instalación en Malasia.
Los motores ópticos FR4, que incluyen capacidad de multiplexión, pueden emparejarse con los motores de recepción de POET para transceptores plugables integrados. Los clientes están desarrollando transceptores plugables utilizando soluciones de dos chips para 400G y soluciones de tres chips para 800G. Con los motores ópticos de recepción ya calificados, estas muestras de motores de transmisión permiten la finalización del módulo para la calificación del cliente, con órdenes de producción anticipadas en la segunda mitad de 2025.
Según la investigación de LightCounting, se proyecta que la demanda de estos tres tipos de módulos será de 20 millones de unidades anuales durante los próximos 5 años.
POET Technologies (TSX: PTK; NASDAQ: POET)는 세 개의 글로벌 기술 리더에게 고급 광 전송 엔진 샘플을 성공적으로 전달했습니다. 배송에는 말레이시아 시설에서 제조된 400G 및 800G 애플리케이션을 위한 POET Infinity 전송 제품 라인의 최종 디자인 샘플이 포함되어 있으며, 400G FR4, 800G 2xFR4 및 800G DR8 전송 형식이 특징입니다.
다중화 기능을 포함하는 FR4 광 엔진은 통합 플러그형 트랜시버를 위해 POET 수신 엔진과 결합될 수 있습니다. 고객들은 400G를 위한 두 칩 솔루션과 800G를 위한 세 칩 솔루션을 사용하여 플러그형 트랜시버를 개발하고 있습니다. 수신 광 엔진이 이미 인증된 상태에서, 이러한 전송 엔진 샘플은 고객 인증을 위한 모듈 완성을 가능하게 하며, 2025년 하반기에 생산 주문이 예상됩니다.
LightCounting 연구에 따르면, 향후 5년 동안 이 세 가지 모듈 유형에 대한 수요는 연간 2000만 대로 예상됩니다.
POET Technologies (TSX: PTK; NASDAQ: POET) a réussi à livrer des échantillons de ses moteurs de transmission optiques avancés à trois leaders technologiques mondiaux. Les expéditions comprennent des échantillons de conception finale de la gamme de produits de transmission POET Infinity pour des applications de 400G et 800G, comprenant les formats de transmission 400G FR4, 800G 2xFR4 et 800G DR8, fabriqués dans leur installation en Malaisie.
Les moteurs optiques FR4, qui incluent une capacité de multiplexage, peuvent être associés aux moteurs de réception POET pour des transceivers plugables intégrés. Les clients développent des transceivers plugables utilisant des solutions à deux puces pour 400G et des solutions à trois puces pour 800G. Avec les moteurs optiques de réception déjà qualifiés, ces échantillons de moteurs de transmission permettent de compléter le module pour la qualification du client, avec des commandes de production anticipées au second semestre 2025.
Selon la recherche de LightCounting, la demande pour ces trois types de modules est prévue à 20 millions d'unités par an au cours des 5 prochaines années.
POET Technologies (TSX: PTK; NASDAQ: POET) hat erfolgreich Proben seiner fortschrittlichen optischen Übertragungsmaschinen an drei globale Technologieführer geliefert. Die Lieferungen umfassen Enddesign-Proben der POET Infinity Übertragungsproduktlinie für 400G- und 800G-Anwendungen, die die Übertragungsformate 400G FR4, 800G 2xFR4 und 800G DR8 beinhalten, hergestellt in ihrer Einrichtung in Malaysia.
Die FR4-optischen Maschinen, die über eine Multiplexfähigkeit verfügen, können mit den POET Empfangsmaschinen für integrierte steckbare Transceiver kombiniert werden. Kunden entwickeln steckbare Transceiver mit Zwei-Chip-Lösungen für 400G und Drei-Chip-Lösungen für 800G. Mit bereits qualifizierten Empfangsoptiken ermöglichen diese Proben der Übertragungsmaschinen den Abschluss des Moduls zur Qualifizierung des Kunden, wobei Produktionsaufträge für das zweite Halbjahr 2025 erwartet werden.
Laut der Forschung von LightCounting wird die Nachfrage nach diesen drei Modultypen in den nächsten 5 Jahren auf 20 Millionen Einheiten jährlich geschätzt.
- Successful delivery of final design samples to three major technology leaders
- Receive optical engines already qualified by customers
- Strong market demand forecast of 20M units annually for 5 years
- Company positioned as vendor of record for major enterprises
- Production orders not expected until second half of 2025
- Additional $250,000 expense for new IR consultant engagement
Insights
POET's shipment of final design samples of its Infinity transmit product line to three major technology companies represents a significant commercial milestone. These optical engines for 400G FR4, 800G 2xFR4, and 800G DR8 applications demonstrate POET's successful transition from development to pre-production qualification.
The technical achievement here is substantial. POET has successfully integrated multiple optical components onto a single chip using their optical interposer platform, including the critical multiplexer functionality for the FR4 products. This highly integrated approach offers three key advantages over traditional solutions: lower costs through component integration, improved reliability by eliminating multiple connection points, and reduced power consumption through shortened optical paths.
What's particularly noteworthy is that customers are implementing POET's two-chip solution (one transmit, one receive) for 400G applications and three-chip solution for 800G applications. This simplified architecture contrasts with competitors' more complex multi-chip designs, potentially offering these customers manufacturing efficiencies and better yields.
The fact that receive engines have already been qualified represents significant de-risking of the overall qualification process. With the transmit engines now sampled, customers can complete their module designs for end-customer qualification, establishing a clear path to potential production orders in H2 2025.
With LightCounting forecasting demand for these module types at approximately 20 million units annually over the next five years, POET is positioning itself in a substantial market segment driven by AI infrastructure expansion. The company's high-volume Malaysian manufacturing facility appears ready to support this potential demand.
The shipment of POET's optical engines for 400G and 800G applications directly addresses a critical bottleneck in AI infrastructure development. As AI models grow exponentially in size and complexity, the interconnect bandwidth between computing clusters becomes a fundamental constraint.
These high-speed optical engines serve as the backbone of data center connectivity, particularly for AI training and inference workloads that require massive data movement between GPU/TPU clusters. The 800G DR8 variant specifically targets the ultra-short-reach connections within AI clusters, while the FR4 variants address rack-to-rack connectivity needs.
What gives POET's solution particular relevance is their focus on power efficiency alongside performance. AI data centers already face significant power constraints, with optical interconnects consuming a substantial portion of the power budget. Any improvement in efficiency directly impacts overall system capabilities and operating costs.
The integration of the multiplexer directly into the FR4 optical engines is technically significant, reducing component count and signal losses. This architecture decision aligns perfectly with the trend toward higher integration in AI infrastructure components.
With three major technology companies now evaluating POET's solutions, industry validation appears to be building. The progression to "vendor of record" status suggests formalized supply chain positioning that typically precedes volume deployment. The 20 million unit annual market represents significant revenue potential as POET transitions from qualification to production.
While we await final qualification results and production orders expected in H2 2025, this milestone positions POET's technology within the critical supply chain for next-generation AI infrastructure deployment.
TORONTO, March 20, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (TSX Venture: PTK; NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has fulfilled orders from three global customers for samples of its advanced optical transmit engines.
The Company announced that it 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 our 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. POET’s 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 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 the second half of 2025.
“Each of our customers has expressed intense enthusiasm for the results they have seen from POET’s integrated, chip-level solutions,” said Raju Kankipati, Chief Revenue Officer of POET. “The sampling of the transmit engines is the final piece that allows our customers to complete their modules and get them qualified. 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,” said Kankipati.
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) is forecasted by LightCounting, a market research firm, to be about 20 million units per year for next 5 years.
Dr. Suresh Venkatesan, POET’s Chairman & CEO added: “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.”
IR Consultant Engagement
The Company also announced that it is increasing its commitment to a broad-based investor relations program with a one-month trial engagement with IR Agency, LLC. During this period, IR Agency will assist POET in communicating information about the Company to relevant stakeholders and financial audiences. IR Agency will receive compensation of US
About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products 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 in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. 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.
| 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 the success of the Company's product development efforts, the performance of its products, operations, meeting revenue targets, and the expectation of continued success in the financing efforts, the capability, functionality, performance and cost of the Company's technology as well as the market acceptance, inclusion and timing of the Company's technology in current and future products and expectations regarding its successful development of high speed transceiver solutions and its 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, the completion of its development efforts with its customers, the ability to build working prototypes to the customer’s specifications, the performance of the samples provided to customers, and the size, future growth and needs of Artificial Intelligence network suppliers. Actual results could differ materially due to a number of factors, including, without limitation, the failure of the samples to meet industry specs, the failure to produce optical engines on time and within budget, the failure of Artificial Intelligence networks to continue to grow as expected, the failure of the Company's products to meet performance requirements for AI and datacom networks, operational risks in the completion of the Company's projects, the ability of the Company to generate sales for its products, and the ability of its customers to deploy systems that incorporate the Company's products. 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 law.
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.
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FAQ
What optical engine samples did POET Technologies ship in March 2025?
When does POET Technologies expect production orders for their new optical engines?
What is the market demand forecast for POET's new optical modules?
Where are POET Technologies' optical engines manufactured?
