POET will supply components to module makers of LR4 transceivers.
As Vivek Rajgarhia has explained there are only a few meaningful potential players ?
Who are they - let’s find out dear Sherlock's.
Cheers
1. Global Telecom operators
https://en.wikipedia.org/wiki/List_of_telephone_operating_companies
2. Telecom equipment players

3. Module makers

https://s3.i-micronews.com/uploads/2020/06/Market-share-of-top-15-players-providing-optical-modules-in-2019.jpg