Point2 Revenue Roadmap 2024–2030
Revenue Strategy

From Cash Cow to Category Leader: Point2's Revenue Mix Transition 2024–2030

Today: Range Extender + Retimer chips generate stable cash flow. By 2030: e-Tube interconnect products target 90% of total revenue as hyperscale AI buildout accelerates past 1.6 Tbps.

$17B+
Estimated global data center interconnect market by 2028
(Dell'Oro Group)
90%
Target e-Tube revenue share by 2030 (internal roadmap)
₩1T+
KOSDAQ listing target market cap — tech-exception unicorn
Revenue Mix by Product Line — Projected Evolution
2024
85%
15%
Retimer + Range Extender dominate
2025
70%
30%
e-Tube ARC enters hyperscaler pilots
2026
55%
45%
KOSDAQ IPO; 1.6T wave begins
2027
35%
65%
e-Tube volume ramp; NPE launches
2028
20%
80%
3.2T generation upgrade cycle starts
2030
10%
90% e-Tube
Target mix achieved
Range Extender + Smart Retimer (stable cash cow)
e-Tube (ARC cable chips + NPE + CPE high-margin)
e-Tube Product Integration Roadmap
Phase 1
2024–2026
ARC External Cable
Rack-to-rack jumper cable (10–20 m reach)
MSA OSFP form factor — plug compatible
Molex/FIT/Amphenol production ramp
800G and 1.6T validation at hyperscalers
Phase 2
2026–2028
NPE — Near Package
Ultra-thin e-Tube waveguide docked adjacent to GPU/NPU package
Eliminates PCB copper trace losses at board level
MOU with top-1 GPU maker (undisclosed)
2026 H2 prototype demo target
Phase 3
2028–2030+
CPE — Co-Packaged
RFIC integrated inside GPU package substrate
Zero copper noise — RF waves from die edge
Ultimate density: eliminates all external optical conversion
Automotive ECU and display panel expansion
2030

The End State: e-Tube as Standard AI Infrastructure Fabric

By 2030, the 3.2 Tbps generation makes copper obsolete in AI clusters while optical power costs force cost-sensitive hyperscalers to alternatives. e-Tube occupies the rack-scale interconnect layer — from external ARC cables to co-packaged RFIC inside GPU substrates. The Range Extender and Retimer lines continue generating stable 10% cash flow as mature telecom infrastructure products.

90% revenue from e-Tube | ₩1T+ market cap targeted at IPO
Source: Point2 Technology internal roadmap disclosures | Dell'Oro Group Data Center Interconnect Forecast (2024) | Bloomberg NEF Pioneers assessment (2026)