Thanks Rogue for the transcipt,

"[27:15] You can show a customer your technology the very next question they ask after they say “its great technology” is “How are you going to delivery 100,000s or millions of units to us?” And Super Photonics Xiamen is our answer to that.

Sanan optoelectronics produces 25M 6” wafers a year. They are the largest compound semiconductor manufacturer in the world. Our joint venture with them is signed back on October 22. We’re putting in our assembly and test technology. We will also be selling to the joint venture our optical interposer platform. Sanan will be providing selling to the joint venture lasers and detectors. Sanan puts up 25M in cash to buy equipment and facilities and cover all operating expenses of the joint venture."

Looks to me like we will be our own first customer.  I am interested to further understand how the money will flow back from end user via superphotonics and back to POET.