POET Technologies Partners with NTT to Develop Advanced Optical Engines for Next-Gen Networks

POET Technologies has partnered with NTT Innovative Devices to develop advanced optical engines for next-gen networks supporting AI applications on mobile devices. The partnership with a global telecom leader demonstrates the versatility of POET's optical interposer platform and its market potential.

POET Technologies (NASDAQ: POET) has announced a strategic partnership with NTT Innovative Devices Corporation to develop advanced optical engines for next-generation AI mobile networks. The collaboration focuses on creating a 100G Bidirectional Optical Engine using POET's Optical Interposer™ platform and NTT's optical components, offering 4x more bandwidth efficiency than current solutions [1].

The partnership targets the front-haul networking segment, which is crucial for AI applications requiring high bandwidth and low latency. The market for front-haul mobile networks is projected to grow at a 14.2% CAGR through 2032, reaching US$5.9 billion [1]. The bidirectional transceivers market is expected to expand from US$1.2 billion in 2024 to US$2.5 billion by 2033 [1].

POET plans to develop prototypes by 2026, with high-volume production starting in 2027. This measured approach allows for proper development and testing while positioning POET to capitalize on the projected market growth. For NTT, this partnership potentially secures advanced technology for their next-generation network infrastructure, supporting Japan's leadership in telecommunications innovation [1].

The technical significance of this development cannot be overstated. The 100G bidirectional capability represents a four-fold increase in bandwidth efficiency compared to current solutions, positioning this technology as potentially disruptive in the mobile network industry. This advancement directly addresses the growing bandwidth and latency requirements for AI applications on mobile devices [1].

This partnership marks POET's strategic entry into the telecom infrastructure market, specifically targeting the front-haul segment that's critical for AI applications. Market research indicates the front-haul mobile network segment is projected to grow at a 14.2% CAGR through 2032, reaching $5.9 billion [1]. Similarly, the bidirectional transceiver market, valued at $1.2 billion in 2024, is expected to reach $2.5 billion by 2033 [1].

The development timeline appears well-structured, with work beginning this year, prototypes expected in 2026, and high-volume production targeted for 2027. This measured approach allows for proper development and testing while positioning POET to capitalize on the projected market growth. For NTT, this partnership potentially secures advanced technology for their next-generation network infrastructure, supporting Japan's leadership in telecommunications innovation [1].

References:
[1] https://www.stocktitan.net/news/POET/poet-technologies-partners-with-ntt-innovative-devices-on-next-gen-hek1nuuvlosp.html