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Porotech
Lumiode
Infinera
Porotech
Specialization in GaN-on-Si technology
Focus on micro-LEDs for AR/VR
Strong R&D capabilities
Potentially niche market focus
High dependence on a single technology
Brand recognition compared to larger players
Growing demand for AR/VR displays
Expansion into new applications
Strategic alliances with device manufacturers
Intense competition in micro-LED space
Rapid technological changes
Challenges in scaling production efficiently
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