On page 18 of the CP it says:
"Market Leaders NRE
Industry leaders in specific markets to buy exclusivity rights
-Lock in POET IP keeping their competition out from using POET IP"
Then it shows two smart phones.
This means whomever gets the rights will likely have a monopoly of the sector for a number of years to come. So, for example, Apple and Samsung would likely get into a bidding war for these rights and considering the implications that could be a very large amount of money.
However, would this be more money than they might receive if all parties were allowed to use the technology? I am sure they did the analysis but would this not also limit innovation in the different industries?