Tianfu Communication says it supplies passive, active products for CPO/NPO module makers

Tianfu's answer reframes CPO less as a threat to its active optical component line than as an adjacent demand channel, since it claims to serve both routes with separate product sets. That distinction matters for anyone tracking how co-packaged optics reshapes the supply chain: incumbents positioned across passive, active and solution layers can hedge a technology transition rather than be displaced by it. What remains open is whether the CPO-related portion becomes material relative to the established active business, and how the company's own framing of "different technical routes" holds up as module makers commit to one architecture.