---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/39724595.md"
description: "The OCS market size has doubled to $4 billion, with Scale-Across bandwidth demand being 14 times that of WAN. CPO enthusiasm has cooled, and a 4x expansion in laser chip production is still insufficient. JP Morgan has thoroughly explained the optical communication landscape! Following the OFC conference, JP Morgan conducted an in-depth analysis of five leading optical communication companies (Ciena, Cisco, Coherent, Fabrinet, Lumentum), with key conclusions as follows: The OCS market size has been revised upward from $2 billion to $4 billion. Coherent has already shipped 64×64 and 320×320 systems, and Lumentum's 300×300 product is expected to achieve a run rate exceeding $1 billion by 2027. Scale-Across bandwidth demand across data centers is 14 times that of WAN, a problem that must be solved after AI computing power exceeds the capacity of a single facility. Optimism in the CPO (Co-Packaged Optics) industry has cooled, with only limited adoption expected in the 100T switch generation. InP lasers are the most critical supply constraint. Coherent announced a 2x capacity expansion by 2026 and another 2x by 2027, yet supply still falls short of demand.Review: Does macro matter? Even the big buns are hitting new highs❗️❗️Under geopolitics, excellent companies have all hit new highs...Move less, stabilize your emotions.My own emotions are unstable.First, look at the group less to avoid disturbance...😂 Working on it.🧏🏻‍♀️Look for opportunities to adjust positions tonight.Previously, many price levels for storage S have pulled back to some ideal points.There's a chance to buy a bit of $Roundhill Memory ETF(DRAM.US)$Direxion Daily MU Bull 2X Shares(MUU.US)Spend more time settling down and reading books when you have time 📖📚"The Untethered Soul" has a very crucial point:What truly hurts you is not the event itself, but your reaction to the event.Outside, there are only events, no pain. Pain is your internal reaction to the event.The essence of the problem has always been the internal reaction; cultivate a stable core.Learning a bit about Jung's eight functions is also helping me grow.Allow the inner child to grow up slowly.In the end, life may require living in inner comfort.Continuously review and refine relationships, both external & internal.$Tradr 2X Long Lite Daily ETF(LITX.US)$Lumentum(LITE.US)"
datetime: "2026-04-06T02:05:32.000Z"
locales:
  - [en](https://longbridge.com/en/topics/39724595.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/39724595.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/39724595.md)
author: "[佩宁渊瑾财商成长系](https://longbridge.com/en/profiles/17154496.md)"
---

# The OCS market size has doubled to $4 billion, wit…


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## Comments (1)

- **双双2026 · 2026-04-07T11:14:10.000Z**: When will Lite's Q3 earnings report be released?