POET Technologies Partners with NTT Innovative Devices on Next Gen Connectivity Solutions to Support AI Mobile Networking
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.
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. The bidirectional transceivers market is expected to expand from US$1.2 billion in 2024 to US$2.5 billion by 2033. POET plans to develop prototypes by 2026, with high-volume production starting in 2027.
POET Technologies (NASDAQ: POET) ha annunciato una partnership strategica con NTT Innovative Devices Corporation per sviluppare motori ottici avanzati destinati alle reti mobili AI di nuova generazione. La collaborazione punta a realizzare un motore ottico bidirezionale da 100G basato sulla piattaforma Optical Interposer™ di POET e sui componenti ottici di NTT, offrendo una efficienza di banda 4 volte superiore rispetto alle soluzioni attuali.
Il progetto si concentra sul segmento front-haul delle reti mobili, cruciale per le applicazioni AI che richiedono larghezza di banda elevata e bassa latenza. Il mercato del front-haul mobile dovrebbe crescere a un CAGR del 14,2% fino al 2032, raggiungendo US$5,9 miliardi. Il mercato dei ricevitrasmettitori bidirezionali è previsto in espansione da US$1,2 miliardi nel 2024 a US$2,5 miliardi nel 2033. POET prevede di realizzare prototipi entro il 2026 e di avviare la produzione di massa nel 2027.
POET Technologies (NASDAQ: POET) ha anunciado una asociación estratégica con NTT Innovative Devices Corporation para desarrollar motores ópticos avanzados para redes móviles de IA de próxima generación. La colaboración se centra en crear un motor óptico bidireccional de 100G usando la plataforma Optical Interposer™ de POET y los componentes ópticos de NTT, ofreciendo una eficiencia de ancho de banda 4 veces mayor que las soluciones actuales.
La alianza apunta al segmento front-haul de las redes móviles, vital para aplicaciones de IA que requieren alta capacidad y baja latencia. Se proyecta que el mercado front-haul móvil crezca a un 14,2% de CAGR hasta 2032, alcanzando US$5.9 mil millones. El mercado de transceptores bidireccionales se espera que aumente de US$1.2 mil millones en 2024 a US$2.5 mil millones en 2033. POET planea desarrollar prototipos para 2026 y comenzar producción a gran escala en 2027.
POET Technologies (NASDAQ: POET)는 차세대 AI 모바일 네트워크용 고급 광 엔진을 개발하기 위해 NTT Innovative Devices Corporation와 전략적 파트너십을 발표했습니다. 협력은 POET의 Optical Interposer™ 플랫폼과 NTT의 광 부품을 활용해 100G 양방향 광 엔진을 개발하는 데 중점을 두며, 기존 솔루션 대비 대역폭 효율을 4배 향상시킵니다.
이 파트너십은 고대역폭과 저지연을 요구하는 AI 애플리케이션에 핵심적인 프런트-홀 모바일 네트워크 분야를 목표로 합니다. 프런트-홀 모바일 네트워크 시장은 2032년까지 연평균 성장률(CAGR) 14.2%로 성장해 미화 59억 달러(US$5.9 billion)에 이를 것으로 전망됩니다. 양방향 트랜시버 시장은 2024년 미화 12억 달러(US$1.2 billion)에서 2033년 미화 25억 달러(US$2.5 billion)로 확대될 것으로 예상됩니다. POET는 2026년까지 프로토타입을 개발하고 2027년부터 대량생산을 시작할 계획입니다.
POET Technologies (NASDAQ: POET) a annoncé un partenariat stratégique avec NTT Innovative Devices Corporation pour développer des moteurs optiques avancés destinés aux réseaux mobiles IA de nouvelle génération. La collaboration vise à concevoir un moteur optique bidirectionnel 100G en utilisant la plateforme Optical Interposer™ de POET et les composants optiques de NTT, offrant une efficacité de bande passante 4 fois supérieure aux solutions actuelles.
Le partenariat cible le segment front-haul des réseaux mobiles, essentiel pour les applications IA nécessitant une large bande passante et une faible latence. Le marché du front-haul mobile devrait croître à un Taux de croissance annuel composé (CAGR) de 14,2% jusqu'en 2032, atteignant 5,9 milliards USD. Le marché des transceivers bidirectionnels devrait passer de 1,2 milliard USD en 2024 à 2,5 milliards USD en 2033. POET prévoit de développer des prototypes d'ici 2026 et de lancer la production en volume en 2027.
POET Technologies (NASDAQ: POET) hat eine strategische Partnerschaft mit NTT Innovative Devices Corporation angekündigt, um fortschrittliche optische Engines für KI-fähige Mobilfunknetze der nächsten Generation zu entwickeln. Die Zusammenarbeit zielt darauf ab, eine 100G bidirektionale optische Engine zu entwickeln, die auf POETs Optical Interposer™-Plattform und NTTs optischen Komponenten basiert und eine 4-fach höhere Bandbreiteneffizienz gegenüber aktuellen Lösungen bietet.
Die Partnerschaft fokussiert sich auf das Front-Haul-Netzsegment, das für KI-Anwendungen mit hohem Bandbreitenbedarf und niedriger Latenz entscheidend ist. Der Markt für Front-Haul-Mobilfunknetze wird voraussichtlich mit einem CAGR von 14,2% bis 2032 wachsen und US$5,9 Milliarden erreichen. Der Markt für bidirektionale Transceiver dürfte von US$1,2 Milliarden im Jahr 2024 auf US$2,5 Milliarden im Jahr 2033 anwachsen. POET plant, bis 2026 Prototypen zu entwickeln und 2027 mit der Serienproduktion zu beginnen.
- Partnership with major telecom leader NTT Innovative Devices enhances market credibility
- 100G Bidirectional Optical Engine offers 4x more bandwidth efficiency than current solutions
- Targeting front-haul mobile networks market with 14.2% CAGR through 2032
- Entry into new market segment with significant growth potential
- Production timeline extends to 2027, indicating long development cycle
- Significant R&D investment required before revenue generation
Insights
POET's partnership with NTT to develop advanced optical engines represents a strategic expansion into the growing AI-powered telecom infrastructure market.
POET Technologies has secured a significant partnership with NTT Innovative Devices, a subsidiary of Japan's leading telecom company, to develop next-generation optical connectivity solutions. The collaboration targets the development of a 100G Bidirectional Optical Engine for mobile front-haul networks, utilizing POET's proprietary Optical Interposer™ platform integrated with NTT's optical components.
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.
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
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.
SAN JOSE, Calif., Aug. 29, 2025 (GLOBE NEWSWIRE) -- POET Technologies Inc. ("POET" or the "Company") (NASDAQ: POET), a leader in the design and implementation of highly-integrated optical engines and light sources for artificial intelligence networks, today announced it has partnered with NTT Innovative Devices Corporation, a subsidiary of Japan’s leading telecom company, to develop advanced optical engines to power next generation networks capable of supporting widespread use of artificial intelligence applications on mobile devices.
The scope of work includes POET’s development of a 100G Bidirectional Optical Engine for next-generation mobile front-haul networks using POET’s proprietary Optical Interposer™ platform and NTT Innovative Devices’ optical components. A 100G Bidirectional Optical Engine would provide four times more bandwidth efficiency than current devices and promises to disrupt the mobile network industry.
“We are pleased to collaborate with POET Technologies on the development of this innovative optical engine,” said Dr. Akimasa Kaneko, Executive Vice President of the Photonic Components Business Group at NTT Innovative Devices. “POET’s unique optical interposer platform and advanced passive-assembly process align well with our vision for scalable, high-performance solutions tailored for next-generation mobile networks. By combining POET’s platform with our in-house optical components, we can create highly integrated and cost-effective solutions that accelerate the deployment of advanced mobile infrastructure.”
“We are thrilled to partner with a global leader like NTT Innovative Devices to provide advanced connectivity solutions to the telecom industry,” commented Dr. Suresh Venkatesan, Chairman & CEO of POET Technologies. “Entering a new market with a potentially disruptive new product with one of the world’s leading telecom providers is a testament to the versatility of the optical interposer platform and our long-held belief in its market potential.”
The front-haul segment of networking is pivotal for AI-driven applications that demand high bandwidth and low latency. Front-haul mobile networks alone are expected to have a CAGR of
POET will begin development work this year and expects to have prototypes ready in 2026. High-volume production is anticipated for 2027.
To view an interview with Raju Kankipati, POET’s Chief Revenue Officer, discussing what the NTT partnership means to the Company, please visit the POET Videos landing page on the Company’s website: https://www.poet-technologies.com/videos.
About POET Technologies Inc.
POET is a design and development company offering high-speed optical modules, optical engines and light source products to the artificial intelligence systems market and to hyperscale data centers. POET's photonic integration solutions are based on the POET Optical Interposer™, a novel, patented platform that allows the seamless integration of electronic and photonic devices into a single chip using advanced wafer-level semiconductor manufacturing techniques. POET's Optical Interposer-based products are lower cost, consume less power than comparable products, are smaller in size and are readily scalable to high production volumes. In addition to providing high-speed (800G, 1.6T and above) optical engines and optical modules for AI clusters and hyperscale data centers, POET has designed and produced novel light source products for chip-to-chip data communication within and between AI servers, the next frontier for solving bandwidth and latency problems in AI systems. POET's Optical Interposer platform also solves device integration challenges in 5G networks, machine-to-machine communication, self-contained "Edge" computing applications and sensing applications, such as LIDAR systems for autonomous vehicles. POET is headquartered in Toronto, Canada, with operations in Singapore, Shenzhen, China, and Malaysia. More information about POET is available on our website at www.poet-technologies.com.
| Media Relations Contact: Adrian Brijbassi Adrian.brijbassi@poet.tech | Company Contact: Thomas R. Mika, EVP & CFO tm@poet.tech |
About NTT Innovative Devices Corporation
NTT Innovative Devices Corporation is a subsidiary of NTT, Inc., established to develop and deliver cutting-edge optical and electronic components that drive innovation in information and communication technology. With its core expertise in photonics and advanced device engineering, the company plays a key role in supporting NTT's IOWN (Innovative Optical and Wireless Network) vision. Headquartered in Kanagawa, Japan, NTT Innovative Devices provides critical components such as coherent optical transceivers, semiconductor lasers, and integrated optical devices for global markets across telecommunications, data centers, and beyond.
Forward-Looking Statements
This news release contains "forward-looking statements" (within the meaning of the U.S. Private Securities Litigation Reform Act of 1995). Such statements or information are identified with words such as "anticipate", "believe", "expect", "plan", "intend", "potential", "estimate", "propose", "project", "outlook", "foresee" or similar words suggesting future outcomes or statements regarding any potential outcome. Such statements include the Company's expectations with respect to the success of the Company's product development efforts, including those in mobile networks, the performance of its products, operations, meeting revenue targets, and the expectation of continued improvements in the capability, functionality, performance and cost of the Company's technology, as well as the market acceptance, inclusion and timing of the Company's technology in current and future products and expectations regarding its successful development of high speed optical solutions and its penetration of the Artificial Intelligence hardware markets.
Such forward-looking information or statements are based on a number of risks, uncertainties and assumptions which may cause actual results or other expectations to differ materially from those anticipated and which may prove to be incorrect. Assumptions have been made regarding, among other things, the completion of its development efforts with its customers, the ability to build working prototypes to the customer’s specifications, and the size, future growth and needs of Artificial Intelligence network suppliers. Actual results could differ materially due to a number of factors, including, without limitation, the failure to produce optical engines on time and within budget, the failure of Artificial Intelligence networks to continue to grow as expected, the failure of the Company's products to meet performance requirements for AI, datacom and telecom networks, operational risks in the completion of the Company's projects, the ability of the Company to generate sales for its products, and the ability of its customers to deploy systems that incorporate the Company's products. Although the Company believes that the expectations reflected in the forward-looking information or statements are reasonable, prospective investors in the Company's securities should not place undue reliance on forward-looking statements because the Company can provide no assurance that such expectations will prove to be correct. Forward-looking statements contained in this news release are as of the date of this news release and the Company assumes no obligation to update or revise forward-looking statements except as required by law.
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FAQ
What is the partnership between POET Technologies and NTT Innovative Devices?
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What is the projected market size for bidirectional transceivers by 2033?
