POET samples 800G optical engine for datacentre interconnect
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POET Technologies in Canada is sampling its AI optical engine to three global customers, including Foxconn and Luxshare.
The final design samples of the POET Infinity transmit product line for 400G and 800G applications use its CMOS-compatible optical interposer and include 400G FR4, 800G 2xFR4 and 800G DR8 transmit formats, all assembled at a high volume production facility in Malaysia and produced by Silterra.
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.
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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.
POET’s largest customers are Foxconn Interconnect Technologies (FOIT) and Luxshare Tech, both of which supply network equipment, systems and components to hyperscale datacentres. Both companies are developing a variety of high speed solutions to help satisfy demand for 800Gbps and higher speed transceivers.
POET is supplying advanced optical engines and working directly with these companies and others to enter the high speed transceiver market rapidly and efficiently. POET’s optical engines allow multiple types of direct and multiplexed versions to be used in a common module design,
“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,” said Dr. Suresh Venkatesan, chairman and CEO of POET.
The company recently acquired control over its Chinese joint venture Super Photonics Xiamen (SPX), which allowed for a diversified manufacturing strategy by establishing a relationship with Globetronics in Malaysia. POET and Globetronics are building full wafer-scale assembly and test operation for optical engines.
“The proximity of our long-term wafer foundry partner, Silterra Malaysia, gives us additional operational flexibility and the Malaysian ecosystem for semiconductors is extremely supportive of POET’s efforts,” he said.
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