Tannersfriend: Anyhow and whatever they have, we experienced how long it takes from R&D to qualifies products and mass production. So I am sure POET is in a comfortable lead...

They have their own website at http://sotonfab.co.uk/. I browsed it only very, very, very briefly, but my first impression – aside from them being at a research stage and not at commercialization – is that they would probably be rather a collaborator than a competitor.