ACQUISITION OF COHERENT

DATACOM TRANSCEIVER GLOBAL MARKET $M $10,000 $8,000 $6,000 $4,000 $2,000 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Source: LightCounting, Internal Estimates COHERENT $1.3 billion in sales in datacom in FY23 3.2T 1.6T 800G 200G and higher data-rate transceivers >65% of our revenue ■400G 200G 100G 50G 40G Copyright 2023, Coherent. All rights reserved. 800G and higher data-rate transceivers > 50% of the total available market by 2027 19

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