capacity Q4 2027, and maybe if you look at their 2:1 ratio implying ~200M targeted laser capacity from external foundries.
Serenity 白毛女-中文翻译（公开）
Serenity 白毛女-中文翻译（公开）
capacity Q4 2027, and maybe if you look at their 2:1 ratio implying ~200M targeted laser capacity from external foundries.
They also happen to offer the same power range (70mW, 100 mW, 200mW) as the ones currently in shortage by pluggable makers in China.
There's a massive void to fill, so this dramatically increases the chance of converting customers. (esp. Supported by Lumentum statements)
My speculation was that some of the 6 active pluggable engagements were from China?
Which is why they're attending the conference.
So to any of my Chinese followers, maybe you can ask a few questions like:
- if Europe is a laser source geography, if Innolight/Eoptolink/Cambridge are considering $SIVE.
- if they're seeing ASP hikes in lasers, and what CW products are hardest to obtain
If you are attending CIOE in Shenzhen!
翻译：
很高兴 $SIVE 参加 CIOE 深圳，期待我的粉丝们也能前往！
如果你想了解我对当前形势的看法：
-> 中国的可插拔厂商如 CIG (剑桥科技) 正面临 70mW‑200mW 激光器的严重短缺。
查看 CIG 的备案文件，他们声称“交付时间大幅延长且需支付押金以确保产能”，并伴有短缺声明。
-> Innolight 等公司也在近期的备案中寻求通过 LTAs 与多家激光器供应商签订长期协议以确保供货。
美国方面：
-> $COHR 过去是主要的商业激光器供应商，但在内部重新分配后基本退出了市场。
“近期我们不会对外销售磷化铟激光器。”——摘自其财报电话会议记录。
随后可能转变为在已受供应约束的市场中成为买家……因为
“从长远来看，我们的部分数据通信收发器将由外部来源提供支持。”
-> $AAOI 并非传统的商业供应商，但也表示激
They also happen to offer the same power range (70mW, 100 mW, 200mW) as the ones currently in shortage by pluggable makers in China.
There's a massive void to fill, so this dramatically increases the chance of converting customers. (esp. Supported by Lumentum statements)
My speculation was that some of the 6 active pluggable engagements were from China?
Which is why they're attending the conference.
So to any of my Chinese followers, maybe you can ask a few questions like:
- if Europe is a laser source geography, if Innolight/Eoptolink/Cambridge are considering $SIVE.
- if they're seeing ASP hikes in lasers, and what CW products are hardest to obtain
If you are attending CIOE in Shenzhen!
翻译：
很高兴 $SIVE 参加 CIOE 深圳，期待我的粉丝们也能前往！
如果你想了解我对当前形势的看法：
-> 中国的可插拔厂商如 CIG (剑桥科技) 正面临 70mW‑200mW 激光器的严重短缺。
查看 CIG 的备案文件，他们声称“交付时间大幅延长且需支付押金以确保产能”，并伴有短缺声明。
-> Innolight 等公司也在近期的备案中寻求通过 LTAs 与多家激光器供应商签订长期协议以确保供货。
美国方面：
-> $COHR 过去是主要的商业激光器供应商，但在内部重新分配后基本退出了市场。
“近期我们不会对外销售磷化铟激光器。”——摘自其财报电话会议记录。
随后可能转变为在已受供应约束的市场中成为买家……因为
“从长远来看，我们的部分数据通信收发器将由外部来源提供支持。”
-> $AAOI 并非传统的商业供应商，但也表示激
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