原文：
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
原文：
This is the correct response when looking at $SIVE >100m CW DFB extraordinary capacity disclosure.
To give some context, Trendforce July data cites global CW/EML capacity is roughly 608.4M/year (~50.7M monthly units annualized).
With $AVGO, $LITE, and Sumitomo making up ~335m/year combined.
By Q4 2027, it's likely a lot of these players will significantly expand capacity again, with broadcom citing 3x Y/Y growth. (also capacity not being 1:1 since many are allocated to EML or UHP CWs, etc).
But this capacity target would place Sivers in global Tier 1 laser supplier category.
With possibly low double digits global laser market share if you factor in their hybrid 2:1 manufacturing model.
This new disclosure is very exciting coming from a conservative company.
And sheds more light on why the $MRVL SVP cited Europe as a major geography when talking about laser supply chain sourcing.
翻译：
这是在查看 $SIVE >100m CW DFB 超常容量披露时的正确回应。
提供一些背景，Trendforce 七月数据指出全球 CW/EML 产能约为 608.4M/年（约合年化 50.7M 月产量）。
其中 $AVGO、$LITE 和 Sumitomo 合计约为 ~335m/年。
到 2027 年第四季度，这些厂商很可能再次大幅扩产，Broadcom 提到同比增长 3 倍。（此外产能并非 1:1，因为许多被分配给 EML 或 UHP CW 等）
但该产能目标将使 Sivers 进入全球一级激光供应商行列。
若考虑其 2:1 混合制造模式，可能在全球激光市场占有低双位数的份额。
这份来自保守公司的新披露令人非常振奋。
也进一步说明了 $MRVL SVP 在谈及激光供应链采购时为何将欧洲列为重要地区。
This is the correct response when looking at $SIVE >100m CW DFB extraordinary capacity disclosure.
To give some context, Trendforce July data cites global CW/EML capacity is roughly 608.4M/year (~50.7M monthly units annualized).
With $AVGO, $LITE, and Sumitomo making up ~335m/year combined.
By Q4 2027, it's likely a lot of these players will significantly expand capacity again, with broadcom citing 3x Y/Y growth. (also capacity not being 1:1 since many are allocated to EML or UHP CWs, etc).
But this capacity target would place Sivers in global Tier 1 laser supplier category.
With possibly low double digits global laser market share if you factor in their hybrid 2:1 manufacturing model.
This new disclosure is very exciting coming from a conservative company.
And sheds more light on why the $MRVL SVP cited Europe as a major geography when talking about laser supply chain sourcing.
翻译：
这是在查看 $SIVE >100m CW DFB 超常容量披露时的正确回应。
提供一些背景，Trendforce 七月数据指出全球 CW/EML 产能约为 608.4M/年（约合年化 50.7M 月产量）。
其中 $AVGO、$LITE 和 Sumitomo 合计约为 ~335m/年。
到 2027 年第四季度，这些厂商很可能再次大幅扩产，Broadcom 提到同比增长 3 倍。（此外产能并非 1:1，因为许多被分配给 EML 或 UHP CW 等）
但该产能目标将使 Sivers 进入全球一级激光供应商行列。
若考虑其 2:1 混合制造模式，可能在全球激光市场占有低双位数的份额。
这份来自保守公司的新披露令人非常振奋。
也进一步说明了 $MRVL SVP 在谈及激光供应链采购时为何将欧洲列为重要地区。
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