Sorry in advance, this report is more than 50 pages.
I was reasearching for PIC and Infinera and ended up finding that.
I quickly went through it and there is a relatively a fair amount of basic general knowledge that could help non-tech people to understand what this is about, from research to commercialization,
Some outdated market figures are in the Appendix
Title of the report:
Options for Enabling Innovation with a Photonics Foundry Ecosystem
Available at this link:
https://www.ida.org/idamedia/Corporate/Files/Publications/STPIPubs/2014/ida-d-5162.ashx.
IMO, POET is definitely "leading" this whole photonic industry