原文：

原文：
$LITE CEO: "Next year with the advent of CPO and NPO in 2027, our estimates are that we'll be undershipping demand...

By 70%. Literally 70%. So we can only supply 30%.

And this has caught us by supply. By 2029-2030, we get to some level of balance."

Source: Global Photonics Economic Forum Day 1 (7:57:15 - 7:58:00)

Any other players with laser capacity coming online are probably going to get more market attention soon.

翻译：
$LITE CEO: “明年随着2027年CPO和NPO的出现，我们估计需求将出现供不应求...

缺口达70%。真的70%。所以我们只能供应30%。

这让我们陷入供给困境。到2029-2030年，供需将达到某种平衡。”

来源: Global Photonics Economic Forum Day 1 (7:57:15 - 7:58:00)

其他即将投产激光产能的玩家可能很快会获得更多市场关注。