Interesting - looks like POET is ready at the right time "Bernstein has also evaluated that the Apple Watch accelerates the development of SiP (System-in-Package), and the sell-side firm believes this will be major driver of growth for Advanced Semiconductor Engineering, Inc. (ASE), a major supplier of components for Apple Watch as well as other wearables. Apple has utilized the services of ASE by packing many components in the small size of Apple Watch’s SiP’s module." http://www.bidnessetc.com/45009-bernstein-delves-deeper-into-apple-watch-and-its-components/