From the AGM recording at about the 1 hour and 19 minute mark.

Strategic partner's qualifications or criteria:

• Needs to have a Longer term view
• Geared towards multi-generational, multi-year programs
• Need access to a dedicated GaAs Fab

• Potentially Aerospace or Defence

Now see this link to a document summarizing Q&A from potential bidders in an Expression of Interest process conducted in July 2016 by SCL. This is the same initiative for tech transfer of GaAs based RF and photonics devices that has now progressed to the RFP stage, and is the subject of this thread.

http://www.isro.gov.in/sites/default/files/tenders/corrigendum/scl_eoi_dpg_2016_corrg1.pdf

There are 4 potential bidders who participated in the EOI process.  Bidder #2 is a familiar name.