To me, if a company can product a phone that is faster and uses 90% less emergy, and, can be produced cheaper with one chip, they can probably take over Iphone and Android business (the technology part, chips and processes, not the companies) .....
"adapt or die" is probably it...
Unless there is a greakthrough in technology that is equivalent or better than POET bbut I cant see that in the near future
IMHO of course