This was from the Off-Topic board the other day:

https://www.idownloadblog.com/2020/09/21/apple-mini-led-sanan-optoelectronics-supplier/

I had opined that maybe there could be a dot to connect here between POET and Apple (through Sanan). The BNN ad reminds the audience that Sanan is "the world's leading producer of LEDs"... and what the link above explains is that Apple is going to have Sanan supply mini-LEDs.

Does anyone think this is still too much of a reach to think possible?