Interviewer looks lost but Jim knows his stuff. Best thing that could have happened to this Company is him coming on board. It is a different beast now.
With power efficiencies getting near the big guys, going from 16% to high 20's% which are industry standards, (Nichia, mentioned) BLG is going to become a solid option for many customers. The quantum leaps they are making would not have been possible without their own fab, he states.
Major competitor in Japan is Nichia. Web site link
LED (Light-Emitting Diodes) | Products | NICHIA CORPORATION.
Mention of potential business in China might fall foul of the US's ban on anything to do with semiconductors to China but that's a way off and there is plenty of potential boxes to tick before that one.
The Gallium issue is not a issue, but keeping an eye on it.
I also sense Jims becoming more attuned to the interview process and the information that investors are looking for. Their RPCVD process could really stir things up if they can continue advancing the tech through R&D.
(20min delay)