Babaoriley, you are absolutely correct: "Luxshare must be pretty confident about the Poet elements in Luxshare's module to allow Poet to demo it at CIOE."
Apple has chosen China's Luxshare to help develop augmented reality devices. This is the first time that Apple has chosen a Chinese supplier for a first-generation product. Luxshare is Apple's primary contract manufacturer of AirPods, and was also contracted this year to manufacture their iPhones.
China has always struck me as being a much more nimble country to advance technologies once they have been recognized as competitive.