ACQUISITION OF COHERENT

4 GROWING MARKETS SERVED: AGGREGATE $64B TAM INDUSTRIAL TAM: $22B CAGR: 9% COMMUNICATIONS TAM: $23B CAGR: 14% ELECTRONICS TAM: $14B CAGR: 20% INSTRUMENTATION TAM: $5B CAGR: 8% Sources: Optech Consulting, TechInsight, Strategies Unlimited, SEMI, Internal Estimates, DSCC Sources: LightCounting, Omdia, Cignal Al, Yole, Dell'Oro Internal Estimates Sources: IDC, Morgan Stanley, Research & Markets, Forbes, Yole, Strategy Analytics, IdTechEx, Internal Estimates Sources: Strategies Unlimited, Markets & Markets, SDI (Strategic Directions), Internal Estimates Note: TAM based on CY2023; CAGR based on 2023-28 timeframe. COHERENT Copyright 2023, Coherent. All rights reserved. 10

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