You do excellent research CA! 

It is interesting to think back to the 2019 AGM in Toronto and how the DL buyer representative explained how they wanted to apply POET's Optical Interposer technology for sensing. Specifically to modernize Chinese factories with advanced robotics rather than continuing to use their cheap labour to do everything by hand.

Now we can see DL making that move. Took a while to see signs of that activity but it appears to be happening.

The sentiment at the time from Suresh was that level DL's success was tied to POET.