FY24 FULL YEAR OUTLOOK

DATACOM TRANSCEIVER OPPORTUNITY BY LASER TYPE CY23 Transceiver Opportunity ($B) VCSEL AI $0.3 6% CY28 Transceiver Opportunity ($B) DML - Other $0.7 5% VCSEL AI $0.4 2% DML - Other $1.6 29% DML $1.6 CY23 Total $5.1 B DML AI $0 0% VCSEL - Other $1.5 27% VCSEL $1.8 EML $1.3 SiPho $0.8 SiPho Al - EML Other $0.7 $0.2 3% 12% EML AI $0.6 12% SiPho Other $0.6 11% COHERENT Source: LightCounting, Internal Estimates EML - Other $5.2 34% Copyright 2024, Coherent. All rights reserved. EML $10.3 DML $.7 VCSEL $1.9 VCSEL Other - $1.5 10% SiPho Al $1.2 8% CY28 Total $15.3 B SiPho $2.5 - SiPho Other $1.3 8% EML AI $5.0 33% 13

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