BAE doesn't really seem like the company to supply mass produced IC's to the likes of Apple.. And with the involvement of Tony Blevins, you'd think he'd be working with POET to coordinate the supply chain with a Fab that can supply Apple's needs. GloFo would need the time to build, test and tweak all the manufacturing process flows..
I'm going to go out on a limb here and say, IMO, BAE is collaborating with GloFlo. With Ajit at the helm, how could GF miss or not be linked to this massive oportunity? Seing as how they have a history with Apple..
http://www.baesystems.com/product/BAES_021612?_afrLoop=1641421280816000&_afrWindowMode=0&_afrWindowId=nuwcpheow_62#!%40%40%3F_afrWindowId%3Dnuwcpheow_62%26_afrLoop%3D1641421280816000%26_afrWindowMode%3D0%26_adf.ctrl-state%3Dnuwcpheow_122