Thanks for this input, ST. Highly interesting!

Competition is not sleeping. POET is some years ahead of competition, but if one of the big players would jump on such technology, the situation could change.
Some interesing parts for us: They are stressing that their tech can be fully integrated in the CMOS production process. This makes it to a serious competition.
But:

Fully optical circuits are available nowadays, but they use materials like indium phosphide and gallium arsenide, which can't easily be combined with the CMOS chip processes used for semiconductor chips you'll find in today's smartphones, for example.

Achieving this combination is not ease, but we know that it can be done with POET (hopefully soon!)

My question: Can such AM-LEDs be scaled down to the needed dimensions for on chip integration? The comb structures they are using to increase energy efficiancy and uniformity could break down at smaller dimensions.

Further reading: http://ieeexplore.ieee.org/document/7867075/

Cheers

TF