https://www.slideshare.net/Yole_Developpement/silicon-photonics-2018-report-by-yole-developpement-85857212
Slide 2 of course provides a bio of one of directors Jean-Louis Malinge who is one of the authors of this report and is of course a director at POET
Lots of good info here and slide 21 shows an example of the supply chain that is analyzed in the report.
Scroll down and other report overviews are available.
This one is worth a look and it reaffirms the importance of InP and the high demand for current and future applications.
https://www.slideshare.net/Yole_Developpement/inp-wafer-and-epiwafer-market-photonics-and-rf-2019-report-by-yole-dveloppement
Good decisions are based on good intelligence
Enjoy the day!