It's also interesting that NRE's were down in the first quarter. 

I speculate that if POET wants real supplier relationships where they get nice fat margins for the enabling technology, things are different. Foxconn, Luxshare, and the like at this point can plainly see that the OI works, and POET with it's other partners are fully capable of customizing the modules and other applications as needed. 

That being said, if a large supplier can guarantee a certain level of volume, the NRE's are something that POET can skip in exchange for great volume at nice margins. I would expect Foxconn has thousands of suppliers, and chooses not to do thousands of NRE's for products that have third party tests and other supply agreements that prove they can fulfill the needs. Suresh and company have no doubt become more and more skilled at being able to customize the OI, and judge in advance how much work and cost is involved and the likelihood of success. 

Think $500.00 per chip vs. $200.00 with deep discounts for higher volumes. At that point, the NRE's are rounding errors.

This assumes POET has the cash to belly up to the bargaining table and get deals done without the NRE's.