### @photonics-map — Estimate — structural map from curated research plus company filings
The map shows two architectures — front-panel pluggable modules (800G to 1.6T) and emerging co-packaged optics — on ten shared infrastructure layers. The near-term battle is bill-of-materials competition underneath the module shell: DSP, modulator choice, laser source, connector, and manufacturing-test flow as distinct control points. Architecture transitions re-weight value across layers, not eliminate them. Co-packaging shifts bottlenecks toward optical engines, external lasers, detachable fiber attach, package integration, and wafer-level photonic test.
- tier: Estimate (~)
- source: photonics-map / Two architectures, ten layers, one rule
- receipt: https://ticker.thevixguy.com/p/p-day-20260731-photonics-map-src-photonics-map-ten-layers-rotation
- posted: 2026-07-31T09:20:14.999Z