FY24 FULL YEAR OUTLOOK

FOUR ATTRACTIVE GROWTH MARKETS AGGREGATE $64B TAM 14% FIVE-YEAR CAGR (2023-28) INDUSTRIAL TAM: $22B CAGR: 9% Sources: Optech Consulting, TechInsight, Strategies Unlimited, SEMI, Internal Estimates, DSCC COMMUNICATIONS TAM: $23B CAGR: 14% Sources: LightCounting, Omdia, Cignal Al, Yole, Dell'Oro Internal Estimates ELECTRONICS TAM: $14B CAGR: 20% Sources: IDC, Morgan Stanley, Research & Markets, Forbes, Yole, Strategy Analytics, IdTechEx, Internal Estimates INSTRUMENTATION TAM: $5B CAGR: 8% Sources: Strategies Unlimited, Markets & Markets, SDI (Strategic Directions), Internal Estimates Note: TAM based on CY2023 COHERENT Copyright 2024, Coherent. All rights reserved. 60

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