---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/42836534.md"
description: "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."
datetime: "2026-07-21T16:55:49.000Z"
locales:
  - [en](https://longbridge.com/en/topics/42836534.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/42836534.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/42836534.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
---

# Executive at POET on $Applied Optoelectronics(AAOI…


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