Industry's no 1 concern is they  want reliability in their roadmaps, Lumentum's lasers provide this as they're already qualified. Check

Industry wants to continue the path they are on without changing to newer higher powered CW lasers until 3.2T or higher until they absolutely must. Reduces their capex tremendously. Check

Industry wants to continue its roadmap to 1.6T in the lowest cost smallest form factor possible.No expensive modulators required here until 3.2T. Placing 4 engines on a typical transceiver. Check

Industry wants to ensure you have the ability to mass produce their products with a reliable supply chain. Partnering with biggest Led manufacturer in the world Sanan who's now supplying Apple as well. Check

I think it's a lot easier for Poet's customers to see we're bringing them best of breed components and supply chain so they can rest assured they'll have all of their concerns met in the near future. I used to think of it like the Life cereal commercials except now we don't need Miley as much because with this announcement people won't fret to try it or wonder what's inside or how it works, they know the big proven players are involved and they can rest assured...it works!