Depends on July of which year.
I strongly doubt there will be a POET-based iPhone6 or an XBOX with a PET-engine under its wing at Christmastime 2014.
Mansfield & Co. would have to pull one hella rabbit out of the hat. My expectation for that to occur is near absolute zero; I don't expect it.
iThing 7-8-9? Perhaps.
But speaking of July, SemiconWest (in July this year?) would be an appropriate follow-on to GSF.
Certainly by then, some things should be able to come out from behind the NDA curtain.
GLTA,
R.