No one really knows. The company has a history of alluding to commercialization without an actual reality. We are forced to dismiss the company's messaging.
The only poster here with a reliable track record and who posts with in-depth reasoning is tedpeele.
Hated and dismissed here by many, tedpeele's track record of reporting accurate information about the path to commercialization is 100%. I recommend you read his analysis of how the company's messaging aligns with what actually is occurring in this photonics/ novel materials space.
It tracks with near perfection. You could have placed bets on tedpeele's predictions and done very, very well.
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