Not to panic, a similar statement has been used before, not sure how often, but it was used in the last 20F on page 16, so fortunately not some new development. I suspect just another one of those cautionary statements.

From page 16 of the 20F (from 2015 April 13) "Adopters of our POET technology in the market will face difficulties in adapting to the larger semiconductor wafer sizes required for volume production of devices. Although GaAs has many advantages over silicon and the integration resulting from our POET technology is expected to provide advantages over the current, silicon-based, multi-circuit semiconductor model, device manufacturers may need to reconfigure how they embed semiconductors using our POET technology in their products. This could delay or deter semiconductor manufacturers in adopting the POET technology."

The only difference (I think) is previously "Adopters of our POET technology in the market will face difficulties" and now "Adopters of POET in the market could face difficulties "

So likely just the same intent, or "will" has become "could" which would be a psoitive, but I doubt there is anything to read into that.

Good day today, enjoy the weekend!!