Addressing market anxieties regarding the postponement in demand for 1.6T technology, Coherent Corp. clarified on July 12th that the overall industry demand for 1.6T optical modules in 2027 continues to be robust. This demand aligns with the previously anticipated volume range, and notably, the customer base has expanded. Concurrently, the industry's demand growth for 800G technology in 2027 has surpassed earlier projections.

From a comprehensive viewpoint of customer demand, there has been no downturn. The projected demand volume for 1.6T optical modules next year largely meets expectations. The primary shift has been structural in nature: while certain customers have trimmed their demand, newly emerging cloud providers and customers focused on AI large models have ramped up theirs. In essence, the demand for 1.6T has not diminished but has instead undergone a structural realignment.