EnoSemi is a sleeping to-be giant and will likely be a cornerstone to many of GF Fotonix's offerings.
I agree NLM has some way to go and that the industry needs multiple suppliers. On the flip side where NLM has advantage over LWLG, they have minimal OPEX and are already on the path of LWLG's new strategy - relying on others to build PICs. LWLG has advantage in terms of manufacturing and processing expertise.