It's short-sighted to believe we won't have competition - perhaps we're in the lead now, and perhaps nobody does it better now, but that won't last. There's too much money to be made and too much emphasis on the issues that Poet's tech addresses to think there won't be other solutions that work well.
We just need to get fully established with a couple of players like Foxconn and CAI. And then hope some others join them as our customers, and then have some big players license our tech!