In the past, POET had Eoptolink and Innolight on the pipeline of potential customers list. If they were on board, we would have heard about it so it had to be no, thank you but maybe some other time.  

These two Chinese companies produce a variety of 800G+ modules are sticking with home grown OEs. 

Fellow Chinese module makers converting to POET OEs will compete against them with a distinct advantage when the major portion of a module's cost is related (several factors) to the OEs.