POET Technologies Inc.

over 9 years ago

Yes, as I have said many times. I believe their plan is to sign with as many smaller players first in order to gain a large foothold before the giants know what hit them. That being said there are other big companies who do not rank on the list below as semiconductor companies but are OEM/end customers...For example companies like Cisco, JDU, Finisar, Google. These companies would have a keen interest in POET as a customer.

Remember that Peter is referencing multi $billion dollar companies but it is interesting that Ajit mentions the top two on this list whose lunch that POET early adopters could eat.

Rank 2013	Rank 2012	Company	Country of origin	Revenue (million $USD)	2013/2012 changes	Market share
1	1	Intel Corporation(1)	USA	46 960	-1.0%	14.8%
2	2	Samsung Electronics(2)	South Korea	33 456	+7.0%	10.5%
3	3	Qualcomm	USA	17 341	+31.6%	5.5%
4	10	Micron Technology(3)	USA	14 168	+109.2%	4.5%
5	7	SK Hynix	South Korea	13 335	+48.7%	4.2%
6	5	Toshiba Semiconductor	Japan	12 459	+11.9%	3.9%
7	4	Texas Instruments	USA	11 379	-5.5%	3.6%
8	9	Broadcom	USA	8 121	+3.5%	2.6%
9	8	STMicroelectronics	FranceItaly	8 076	-4.9%	2.5%
10	6	Renesas Electronics(4)	Japan	7 822	-15.3%	2.5%
11	13	Infineon Technologies	Germany	5 096	+5.7%	1.6%
12	12	AMD	USA	5 076	-4.2%	1.6%
13	14	NXP	Netherlands	4 658	+13.2%	1.5%
14	18	MediaTek	Taiwan	4 434	+32.1%	1.4%
15	11	Sony	Japan	4 394	-28.1%	1.4%
16	16	FreescaleSemiconductor	USA	3 958	+5.8%	1.2%
17	15	NVIDIA	USA	3 612	-5.6%	1.1%
18	19	Marvell Technology Group	USA	3 281	+3.6%	1.0%
19	22	ON Semiconductor	USA	2 740	-4.5%	0.9%
20	23	Analog Devices	USA	2 677	+0.2%	0.8%