ACQUISITION OF COHERENT

DATACOM TRANSCEIVER OPPORTUNITY BY LASER TYPE CY23 Transceiver Opportunity ($B) VCSEL AI $0.3 6% CY28 Transceiver Opportunity ($B) DML - Other $0.6 6% DML - Other $1.6 29% DML $1.6 VCSEL AI $1.6 14% EML - Other $1.0 9% VCSEL Other $1.5 27% DML $0.6 VCSEL $1.8 EML AI $2.0 18% EML $3.0 VCSEL $3.3 VCSEL-Other $1.7 14% CY28 Total $11.4 B CY23 Total $5.1 B EML SiPho $1.3 $0.8 SiPho $4.6 SiPho Al EML - Other $0.7 $0.2 3% 12% SiPho - Other $1.1 10% COHERENT EML AI $0.6 12% SiPho - Other $0.6 11% Datacom Transceivers for Al growing at a 44% CAGR (23 - 28) Source: LightCounting, Internal Estimates Copyright 2023, Coherent. All rights reserved. SiPho Al $3.4 29% 20

View entire presentation