I think what they are NOT communicating is when the reliability issues are expected to be solved. At least I can not see it anywhere. I had in mind that they targeted mid 2022. Now it is a 9-12months outlook "combing" the reliability issue solved PLUS being able to deliver numbers to customers.
I don't think virtual prototyping (simulation) can be used to test the laser designs so they have to make a physical prototype every design iteration. With 4 focus areas the number of DoE must be relatively high. And that is what takes a lot of time. I would have thought that if reliability issues are solved for one wavelength it will also work for other lasers. To me it looks like they expect to go through prototyping/test iterations for other wavelengths as well and that is where the new fabrication facility helps.
I still hope we hit with a lucky punch in the current tests and lasers are meeting standards for service life by June 2022.
BLG Price at posting:
3.1¢ Sentiment: Hold Disclosure: Held
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