|Great. You are more optimistic than I am.|
Don't think I am for the mid voltages. Yole doesn't have the experts so I can't take them too seriously.
II-VI is the only company in datacom that can explain where the 3 material platforms crossover. GaAs for 300 meter transmission or less, silicon photonics for 300 meters to 2 kilometers and InP for greater than 2 kilometers. Most of the other companies just pretend silicon photonics will win everything. Yole itself, specifically Ezgi, even publishes the nonsense. So if they see 1kV as the crossover I have to take that as a valid data point.
Besides GaN-on-GaN other science projects in the mid voltages are 3C-SiC and Ga2O3. For very high voltages there is diamond. It could take a long time for an accurate picture to emerge.