POET Laser Supply Shortage to Persist Until 2029; Company Eyes 10x Capacity Expansion by Year-End 2027

According to BlockBeats, on June 29, Poet Technologies management indicated that the top three global laser suppliers control approximately 68% of the market share, with their production capacity fully booked for the next two years, suggesting laser supply shortages could extend to 2029. The company disclosed new customer partnerships leveraging its Interposer platform for high-power external light sources (ELS), with commercial collaboration with Lumilens expected to generate over $500 million in revenue over five years.

Poet currently operates photonic engine production capacity of approximately 1 million units annually, while market demand is projected to reach approximately 1 million units per month by end of 2027—requiring roughly a 10-fold capacity expansion.