I  guess it is possible but I  don't think  this has anything to do  with POETs timing of 400G introduction other than being a future supplier when it becomes available. 400G is being driven by the US customer. What we were told which again is  very important to  China is  advanced sensing technology which according to what I  heard is what the Chinese are after to  modernize their manufacturing capacity away from manual labour. We have seen the Chinese make huge investments in the future. Build whole cities to modernize their country. 

Photonic sensing:

https://poet-technologies.com/docs/presentations/POET-DenseLight-ACP2018-Presentation-26Oct-2018.pdf

Millions of dollars has been spent on due diligence. They know what they are getting.