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bottleneck
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$POET TECHNOLOGIES REVEALS LASER SUPPLY SHORTAGE UNTIL 2029 ๐ฅ
Top three global laser suppliers now control 68% of market share and have fully booked capacity for the next two years. This aligns with LITE's earlier projection of tight supply through 2028 โ POET now extends that timeline to 2029, confirming a structural bottleneck in the optoelectronics supply chain.
The company also expects its Lumilens collaboration to contribute over $500M in revenue over five years, with mass production of a new ELS project starting H2 this year. Current capacity of 1M optical engines per year must scale tenfold to meet projected demand by end of 2027.
Will the market price in this supply deficit before customer names are disclosed?
Not financial advice. Always manage your risk.
#POET #SupplyChain #Optoelectronics #Bottleneck #Semiconductor
๐ฅ
Top three global laser suppliers now control 68% of market share and have fully booked capacity for the next two years. This aligns with LITE's earlier projection of tight supply through 2028 โ POET now extends that timeline to 2029, confirming a structural bottleneck in the optoelectronics supply chain.
The company also expects its Lumilens collaboration to contribute over $500M in revenue over five years, with mass production of a new ELS project starting H2 this year. Current capacity of 1M optical engines per year must scale tenfold to meet projected demand by end of 2027.
Will the market price in this supply deficit before customer names are disclosed?
Not financial advice. Always manage your risk.
#POET #SupplyChain #Optoelectronics #Bottleneck #Semiconductor
๐ฅ
POETUS-0,45%
LITEUS-0,46%
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