Coherent Corp.

COHRsupplier

Coherent (formerly II-VI + Finisar + Coherent) is the world's largest optical component maker, critical for AI data-center networking (800G transceivers) and industrial laser cutting.

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產品與營收

產品營收佔比

營收結構 ($5.25B)

靜態數據（加載即時財務…）

Networking (Datacom) (44%)

Lasers (24%)

Industrial & Other (32%)

業務部門構成與主要客戶

產品詳情

Transceiver Modules (Datacom)44%

800G/400G optical transceivers for hyperscale AI data centers — dominant in high-speed networking.

Industrial Lasers24%

High-power fiber and solid-state lasers for metal cutting, welding, and additive manufacturing.

Defense & Aerospace Optics18%

EO/IR optics, laser subsystems, and compound semiconductors for defense sensors and comms.

Communications Components14%

Indium phosphide (InP) chips, modulators, and EML lasers for telecom infrastructure.

供應鏈關係

主要客戶

NVIDIA Corporation

800G transceivers for NVL switch fabrics

影響: critical

Microsoft Corporation

Azure networking optics

影響: major

Arista Networks, Inc.

Arista switch optics

影響: significant

宏觀與市場背景

반도체行業新聞

WFE(반도체 장비) 업사이클 + AI HBM 슈퍼사이클 진입

TSMC 가동률

92%+

HBM 수요 성장

+180% YoY

WFE 시장 규모

$105B (2026E)

리드타임 (장비)

18~24개월

近期催化劑

◆TSMC Q2 실적 (2026.04.17)◆NVIDIA GB300 양산 착수 발표◆AMAT/LRCX/KLAC 실적 시즌 (2026.05)

AI 分析

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企業資訊

總部

Saxonburg, Pennsylvania, USA

成立時間

1971

員工人數

26,000

官網

coherent.com

行業概況 — 반도체

行業新聞