Reading the methodology it doesn't appear to consider disruptive or new technology like POET. Once POET is in the market demand will increase substantially due to a number of factors such as:

1) Replacemnt market will accelerate to get power and energy efficiency

2) New products unimagined today will develop due to POET's capability

3) New products imagined but not possible prior to POET become possible

4) Downward price per computing calculation allows new applications

Probably other reasons so by 2020 probably a doubling to say $600 Bil market