I think everyone wants the larger format films more than peel-apart packfilms.
There is a discussion over on a Polaroid Flickr group that lists several clues the supplier is Fuji. 1) Fuji is already making the stuff. 2) Fuji's color film is a water-based emulsion, like Polaroid stated in the press release. 3) They kind of waffled on image transfers, which we know is more difficult with FP-100C than it is with 669. This is because Fuji uses water-based emulsion, versus Polaroid's which was based on Titanium, IIRC.
Hopefully at the least this will result in either lower prices for either Fuji or Polaroid variants (more production) or retail availability of Fuji's films.