Tianfu Communication said at an Oct. 28 online briefing that CPO-related
products have entered mass shipments and customer demand is clear. Based on
current project progress, the company expects CPO volumes to ramp from 2027 and
for CPO to become a new growth driver. NPO-related products remain in R&D and
customer sample/validation stages; overall progress is in line with
expectations. If validation and customer onboarding proceed smoothly, NPOs could
also reach mass production scale in 2027.