Editing Openai/69109937-2170-8005-9304-da49840bb5b9 (section)

===== - What’s going on: POET’s first volume purchase order was placed by BFYY for modules using POET Optical Interposer-based optical engines. Nasdaq<ref>{{cite web|title=Nasdaq|url=https://www.nasdaq.com/press-release/poet-technologies-announces-first-volume-purchase-order-for-its-optical-engines-2023|publisher=nasdaq.com|access-date=2025-11-10}}</ref> =====
* Significance of coupling efficiency: - In this telecom/data-centre context, especially in China, cost and volume are extremely important. A low-loss engine means less margin consumed by optics, which allows the module maker to offer better specs or lower cost. - For a module maker working with large service-provider customers, allowing headroom for margin, reliability, uptime is key — so coupling loss being minimal gives more margin.
* What to watch / caveats: - For BFYY, given this is an earlier volume order, the risk of yield, coupling variance, and assembly tolerances may be higher. They may need to monitor the spread of coupling loss across production units. If the spread is large, it could impact yield and thus cost.
* Summary: For BFYY, coupling efficiency is a foundational cost/margin enabler enabling them to compete in large-volume markets.