The impression I got through numerous parties was that the new...

The impression I got through numerous parties was that the new IP re tunnel junctions applications is very encompassing and will make it virtually impossible to circumvent through other applications. I was very impressed with the new set up and the capacity it can now deliver. Lumileds is still on the table but as you alluded AWG801, this has been curtailed for now with the major management restructure taking place with them.
The direction the company is targeting re partners is primarily focussed on end users of RPCVD not with the tool makers. As explained to me this was to protect the technology from being duplicated by anyone that could purchase equipment from tool makers. The desire is for partners to request RPCVD in their tool orders and ask that the tool maker incorporate this into the product ordered. Rather than have every tool be an RPCVD ,the approach would be to have markets where there is a distinct RPCVD advantage , exploited and control who has access to it. Here in lies the reason for foundry customers and direct collaborations with end users.
Our men OS are busy and engaged with customers however this was not able to be elaborated on further. Not sure what it will take to reverse this down trend but from all I saw today we are one step closer to being able to negotiate commercial outcomes from a position of strength and have the ability to demonstrate scalability in production size machines during any negotiation.
What was reassuring was how quick the newly commissioned platform was able to brought online using all of the data from previous iterations. This is encouraging for any customers wanting retrofits on commercial platforms. Essentially plug and play. Let’s hope the scaling project on the Aixtron unit is just as successful. Worth noting also that Veeco has been struggling after a push into manufacturing equipment in China and losing control of their IP while Aixtron is now the more dominant player in the industry.
For what its worth , they still have me engaged but pretty sure they were feeling my disappointment with the Lumileds deal cooling off. Hopefully ,what I have said may go some way to explain the companies’ reasons for this.

Cheers.