--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39715529.md" description: "Upstream ā€” Pump Lasers and Core ComponentsThe 980nm pump laser is the heart of an EDFA, similar to the laser in an optical module. It is injected into the gain fiber to excite photons, generate gain, and amplify weak signals for long-distance transmission. This segment is highly concentrated: Coherent's (COHR) pump lasers are mainly for in-house use and not for external sale, while Lumentum (LITE) is the primary external supplier.Another core component is the Tunable ITLA (Integrated Tunable Laser Assembly), a key part of coherent optical modules, where Lumentum is a global leader.Midstream ā€” EDFA Components and Coherent Optical ModulesLumentum sells pump lasers to companies like Accelink, D&O, and O-Net, which then manufacture EDFA components. D&O and Accelink are also major suppliers of coherent optical modules.BOM structure of an 800G coherent optical module: transceiver section ~30%, DSP chip ~20%, the remaining 50% is passive components, structural parts, and labor. Compared to data center modules, coherent modules have extremely high and non-negotiable requirements for DSP algorithms.Downstream ā€” System Equipment VendorsNokia (gained local North American status after acquiring Infinera), Ciena, Cisco. In the Google project, Nokia secured the major share, Ciena got about one-third, and Cisco took the remainder. The core reason for Ciena's limited share is not a technical gap but that its production capacity is already saturated.$Lumentum(LITE.US)$Tradr 2X Long Lite Daily ETF(LITX.US)$Ciena(CIEN.US)Finally, finally: My advantage/talent: Being a content porter hahahaStarted investing last year, not that talented in all industries.Constantly feeling things out, for now just skimming the surface / taking a cursory look.But among excellent people: those with depth and deep thinking,There is a talent advantage šŸ§šŸ»ā€ā™€ļø, so don't doubt other original content you see.It's just the strength of other researchers.I'm just gathering what interests me,From various corresponding excellent researchers,Sifting through to find the piece I like.Experienced many things that made me think dealing with people is tiring, felt numb,But all kinds of expressions, empathy.šŸ¦ The lion leads, growing towards the sun.Idealist / Long-termist.Always believe good things will happen." datetime: "2026-04-03T03:35:47.000Z" locales: - [en](https://longbridge.com/en/topics/39715529.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39715529.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39715529.md) author: "[佩宁ęøŠē‘¾č“¢å•†ęˆé•æē³»](https://longbridge.com/en/profiles/17154496.md)" --- > Supported Languages: [ē®€ä½“äø­ę–‡](https://longbridge.com/zh-CN/topics/39715529.md) | [ē¹é«”äø­ę–‡](https://longbridge.com/zh-HK/topics/39715529.md) # Upstream ā€” Pump Lasers and Core ComponentsThe 980nā€¦ ### Related Stocks - [Ciena Corporation (CIEN.US)](https://longbridge.com/en/quote/CIEN.US.md) - [Tradr 2X Long Lite Daily ETF (LITX.US)](https://longbridge.com/en/quote/LITX.US.md) - [TACLINK (688205.CN)](https://longbridge.com/en/quote/688205.CN.md) - [Lumentum Holdings Inc. (LITE.US)](https://longbridge.com/en/quote/LITE.US.md) - [Nokia Oyj (NOA3.DE)](https://longbridge.com/en/quote/NOA3.DE.md) - [Nokia Oyj (NOK.US)](https://longbridge.com/en/quote/NOK.US.md)