I had a listen to both last night.Having read the slides...

I had a listen to both last night.
Having read the slides earlier, there was not a lot new obviously, but it was still worth the time.

3rd "company maker" mentioned in the slides is a large electronics company. So I am looking at Sony or Samsung, maybe Panasonic.. Someone along those lines.
Sony has been a research volume customer for a long time, mentioned in a couple of presentations including the latest.

On a tangent, Apple has previously been interested in mounting solar behind LCD screens in their iPods and iPhones. That would generate some buzz if it turned out to be Apple. Seem unlikely given the Asia and Europe focus of the marketting teams at DYE though.