A high conviction semiconductor / optical company that is a bit off the beaten path
Hi - I am a big bull on IPHI but your PAM4 estimates are too high. IPHI only sells chips, not transceivers. ASP is closer to $100 than the $1000 you're using. That said, your port count estimates are too low at least for 2021.
You can get some help from here.
https://www.baudcom.com.cn/
http://www.e1-converter.com/
At the Heart of the Datacenter: 400ZR, PAM4, and Networking
Hi - I am a big bull on IPHI but your PAM4 estimates are too high. IPHI only sells chips, not transceivers. ASP is closer to $100 than the $1000 you're using. That said, your port count estimates are too low at least for 2021.
You can get some help from here.
https://www.baudcom.com.cn/
http://www.e1-converter.com/