Exactly Poethouse. The company has described itself as fabless, with the exception of when they owned DenseLight, but that was an aberration. 

If existing manufacturers want to stick to their ways, they can do so at their own peril. But I do believe the risk averse nature of the industry and particularly end users, makes it difficult for POET to make inroads. It's why the fabless path requires an accepted and reputable player for production. I used FLEX as an example only because they are an $11 billion player outside of China, and with a presence in Singapore. Contractors can also provide badly needed resources dedicated to the commercialization and supply chain management. POET seems to be  spread very thin to execute all of this on their own.