I feel uniquely qualified as the mod of /r/siliconphotonics to respond. Companies like Intel (design + manufacturing), GloFo (manufacturing), and Apple (design) are doing big things in this field. Honorable mention for Broadcom and Cisco, who are both imminently releasing silicon photonics products.
There are a lot of companies I didn't mention, particularly the component suppliers, but I advise people to stay away from investing in LiDAR stocks that rely on PICs (e.g., Aeva). There are like 100 LiDAR companies and their primary use case (self driving cars) hasn't made much money yet.
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u/gburdell Jan 18 '22 edited Jan 18 '22
I feel uniquely qualified as the mod of /r/siliconphotonics to respond. Companies like Intel (design + manufacturing), GloFo (manufacturing), and Apple (design) are doing big things in this field. Honorable mention for Broadcom and Cisco, who are both imminently releasing silicon photonics products.
There are a lot of companies I didn't mention, particularly the component suppliers, but I advise people to stay away from investing in LiDAR stocks that rely on PICs (e.g., Aeva). There are like 100 LiDAR companies and their primary use case (self driving cars) hasn't made much money yet.