On the afternoon of October 23, Coherent Corp. released a statement indicating that its current production and operations are proceeding smoothly. The company boasts a stable supply chain, ample production capacity, and robust customer order demand. Downstream demand remains exceptionally strong, with the company maintaining a substantial backlog of orders. In international markets, orders from major clients have been booked through to 2027, with some key customers providing definitive demand forecasts for 2028. It is projected that there will be swift growth in the demand for high-end optical modules like 1.6T and 800G. Additionally, demand for next-generation optical interconnect products, such as NPO and XPO, is expected to gradually rise. Within the domestic market, the swift progress of AI computing infrastructure development is anticipated to further escalate demand for products like 400G and 800G.
