---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000970884.md"
description: "Nomura: we estimate the 800G/1.6T optical transceiver shipments will grow from 55.0mn/25.1mn units in 2026F to 112.0mn/104.5mn units in 2028F, which should be the key driver for InP substrates. $Coherent Corp.(COHR.US) $AXT(AXTI.US) $Applied Optoelectronics(AAOI.US) $Lumentum(LITE.US)"
datetime: "2026-11-05T00:28:42.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000970884.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000970884.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000970884.md)
author: "[Equity research](https://longbridge.com/en/profiles/2071818324550963200.md)"
generator: "portal-rs"
---

# Nomura: we estimate the 800G/1.6T optical transcei…


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