CCoherent
Optical transceivers, datacenter optics, silicon photonics
Coherent is a vertically integrated manufacturer of optical transceivers, lasers, and optoelectronic components for datacenters and communications. Produces 1.6T and 800G transceivers using silicon photonics, VCSELs and lasers. Holds ~20-30% of global transceiver market.
- Coherent and Lumentum dominate optical transceiver supply; both ship 1.6T modules as of Q4 2026.
- Datacenter and Communications revenue: $1.62B in Q4 FY2026, up 58.6% YoY.
- Manufactures silicon photonics, VCSEL arrays, and passive optical components in-house.
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