CWDM: I remember POET saying this, but I changed it to: "POET is in talks with large wearable and mobile phone manufacturers in China and Korea and is working with a Chinese company already active in the field to design a product" (quote lisa thompson paid by POET)
In the GCFF conference, Tom Mika said that POET is doing a feasability study with a Chinese company. To me, that does not sound yet like designing a product.