What does Coherent make?

Coherent makes 800G transceivers, lasers.

Who are Coherent's key suppliers?

Coherent's tracked suppliers include Fabrinet, Lumentum Holdings, Broadcom.

Who are Coherent's customers?

Coherent's tracked customers include NVIDIA, Broadcom, Mitsubishi Electric, Lumentum Holdings, Arista Networks, Cisco Systems, Ayar Labs, InnoLight Technology, Eoptolink Technology, Accelink Technologies, Fabrinet, Applied Optoelectronics, nLight, Hamamatsu Photonics, Lightmatter, Celestial AI, POET Technologies, Aeva Technologies, Ciena, Source Photonics, Sumitomo Electric Industries, Furukawa Electric, Nokia.

Where is Coherent headquartered?

Coherent is based in United States.

What part of the semiconductor supply chain is Coherent in?

Coherent operates in the Photonics & Optics segment, where it is a market major.

Coherent

Coherent is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Fabrinet, Lumentum Holdings, Broadcom. Its key customers include NVIDIA, Broadcom, Mitsubishi Electric.

Photonics conglomerate: optical transceivers, lasers, SiC materials.

Ticker: NYSE: COHR
Headquarters: United States
Revenue: $7.1B (FY2026) · +22.5% YoY
Net income: $805M
Operating margin: 1.4%
Market position: major
Value-chain segment: Photonics & Optics
Key products: 800G transceivers, lasers

About Coherent

Coherent, headquartered in United States, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include 800G transceivers, lasers. wafergraph maps 3 tracked suppliers and 23 tracked customers for Coherent across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.

Role in the chain

Coherent is a market major in Distribution & Misc (Photonics & Optics), headquartered in United States. Photonics conglomerate: optical transceivers, lasers, SiC materials.

Diligence questions

The dataset records 3 tracked suppliers for Coherent. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
1 of Coherent's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
The dataset names 23 tracked customers for Coherent. How concentrated is demand among those names, and which of them have a documented second source in this graph?
Coherent is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
Coherent trades as NYSE:COHR. What does the latest reported period say about capacity and backlog versus the graph position above?
Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Coherent