You're 100 per cent correct
But I will add that Sivers Photonics is maker the light sources for the Ayar Labs Super Nova Light Source. The cost of their light sources because of their laser arrays are significantly higher (I heard 300% higher for a laser array solution)
The same goes for 800g and 1.6T, there will be competition but look at the latest slide presentation from Nodrog and see for yourself who has the best solutions.
The customers will decide in the next 6-9 months who wins these orders.