Nice Article. 
It has been mentioned here several times but it is worth reminding people that Denselight on its own was producing basic sensing products that were not very competitive with low margins. The reason for the big investment from the China Prosper Group is what these products will be when combined with POET's optical interposer.Suresh talked about this at the 2018 AGM   

"We have intentionally, actually, not invested in growing in a dramatic way our sensing business, because we do believe that once the interposer is available as a platform it can be applied to our sensing products, and then we can start growing sensing with the basis of a differentiation and a competitive edge. Otherwise we are just marketing sensing solutions and competing on thinner margins as opposed to having a real competitive differentiation or competitive edge. And so that’s what we intend to do on the interposer-platform itself."