Executive at POET on $Applied Optoelectronics(AAOI.US):
"AOI having their own laser source is a huge differentiator...The laser supply will continue to be constrained. The future networks, the laser power has to increase significantly."> 800G optics are positioned to remain a dominant mainstream workhorse for the next 12 to 24 months (with a solid 2 to 4-year total lifecycle), giving AOI a durable, multi-year runway before 1.6T fully takes over.> Owning in-house indium phosphide laser fabrication serves as a vital competitive differentiator and moat, insulating AOI from industry-wide component shortages and positioning them ideally for future high-power architectures like ELSFP (External Laser Small Form-Factor Pluggable).> Supply constraint in transceivers expected to last several more years.The copyright of this article belongs to the original author/organization.
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