Having tried repeatedly to make money in IQE who have been at the forefront of this type of chip development and failing I commend anyone willing to invest in this space. It's not easy. Bulk orders for photonics chips don't translate into increased profits.
Hi Chris, I hadn't thought of this connection but it's a great observation.
I believe there are a couple of distinctions:
1. IQE's VCSELs are Efficient but not as low as CamGraPhIC’s claims—typical IQE VCSELs consume 2–3 pJ/bit vs the <1 pJ/bit (claimed).
2. IQE's graphene transceivers serve a wider photonic ecosystem, Telecom/datacom (InP for fiber optics), 3D sensing (VCSELs), infrared imaging, automotive LiDAR. CamGraphIC is focused on 5G/6G and fast transmission.
3. CamGraPhIC’s focus is on graphene as the core photonic material, promising lower power and higher speeds in a single platform. IQE uses graphene as an enhancement within a wider III-V portfolio, offering versatility across applications but potentially less graphene-centric innovation
Having tried repeatedly to make money in IQE who have been at the forefront of this type of chip development and failing I commend anyone willing to invest in this space. It's not easy. Bulk orders for photonics chips don't translate into increased profits.
Hi Chris, I hadn't thought of this connection but it's a great observation.
I believe there are a couple of distinctions:
1. IQE's VCSELs are Efficient but not as low as CamGraPhIC’s claims—typical IQE VCSELs consume 2–3 pJ/bit vs the <1 pJ/bit (claimed).
2. IQE's graphene transceivers serve a wider photonic ecosystem, Telecom/datacom (InP for fiber optics), 3D sensing (VCSELs), infrared imaging, automotive LiDAR. CamGraphIC is focused on 5G/6G and fast transmission.
3. CamGraPhIC’s focus is on graphene as the core photonic material, promising lower power and higher speeds in a single platform. IQE uses graphene as an enhancement within a wider III-V portfolio, offering versatility across applications but potentially less graphene-centric innovation
OB