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
- $5.8B (FY2025) · +23.4% YoY
- Net income
- $49M
- Operating margin
- 1.7%
- 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.
Key products
- 800G transceivers
- lasers
Suppliers
Customers
- 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