POET and Mitsubishi Electric Collaborate to Develop 3.2T Optical Engines for AI Networks

Core Viewpoint - POET Technologies Inc. has entered a collaboration with Mitsubishi Electric to co-develop integrated optical engine chipsets for 3.2T pluggable transceivers, targeting the growing AI networking market [1][3]. Company Overview - POET Technologies specializes in designing and developing high-speed optical engines, light source products, and custom optical modules for AI systems and hyperscale data centers [5]. - The company's Optical Interposer™ platform allows for the integration of electronic and photonic devices into a single chip, offering lower costs, reduced power consumption, and scalability [5]. Collaboration Details - Mitsubishi Electric will contribute its 400G Electro-absorption Modulator integrated Lasers (EMLs) to the project, while POET will integrate these with drivers and optical waveguides to produce 1.6T and 3.2T optical engine chipsets [2][3]. - The collaboration aims to complete the chipsets by early 2025, with product demonstrations planned for the first half of that year [3]. Market Insights - The global optical transceiver market for 800G and 1.6T is projected to grow at a CAGR of 33%, increasing from $2.5 billion in 2024 to $10.5 billion by 2029 [4]. - AI and cloud datacenter networks are identified as the leading consumers of pluggable optics, indicating a strong demand for the products being developed through this collaboration [4].