---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000915759.md"
description: "Nice coverage by @FuturumEquities on Coherent from ECOC 2026. > Anderson told the ECOC audience that PhotonLink adds roughly $30 billion of integrated optics opportunity to the company’s 2030 addressable market, raising the total from $60 billion for the existing portfolio to $90 billion.> The company disclosed 2 long-term agreements with leading hyperscale AI datacenter customers for its ultra-high-power laser platform, spanning both CPO and NPO, and put its content opportunity at up to $15,000 per 100 Tbps switch or compute chip on 200G optical lanes when it supplies the complete solution.> More than 300 million InP lasers shipped, more than 1 billion photodetectors, more than 650 million optical components, and more than 250 million lenses. Capacity is expanding to match, with GaAs lines supporting more than 1 billion VCSEL arrays per year. > InP capacity doubled last year, a quarter ahead of schedule, and a further doubling is planned through CY2027 on the industry’s first 6-inch InP production ramp.> Production timing frames the revenue story with scale-out CPO ramping in the December quarter, scale-up CPO and NPO following in 2H CY2027, and chip-to-chip landing in the 2029-2030 window.$Coherent Corp.(COHR.US)"
datetime: "2026-09-28T04:35:09.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000915759.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000915759.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000915759.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Nice coverage by @FuturumEquities on Coherent from…


### Related Stocks

- [COHR.US](https://longbridge.com/en/quote/COHR.US.md)

## Comments (1)

- **applepie · 2026-09-28T06:55:06.000Z**: a 2030 addressable market is not revenue, the number to track is design wins converting to volume, that gap is where most photonics stories stall.


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**