TREE NEWS update: Tianfu Communication said its co-packaged optics (CPO) supporting products have entered volume delivery with clear customer demand, and it expects CPO products to gradually ramp from 2027 and become a new growth driver. NPO supporting products remain in R&D, customer sampling and validation, progressing in line with company expectations, with mass production also possible in 2027 if validation and customer adoption go smoothly.
Tianfu Communication: CPO products to ramp from 2027
AI take
Tianfu is drawing a line between volume delivery today and meaningful revenue from 2027, which signals that CPO adoption is still gated by customer validation rather than manufacturing capacity. The parallel NPO track, also pointed at 2027 and explicitly conditional on validation and adoption, suggests the company is hedging across two optical architectures rather than committing to one. The open question is whether the 2027 timelines hold as customer qualification cycles play out, since both depend on the same validation bottleneck.
Generated by AI for reference only.
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