Slide 1: Analyst Briefing at OFC 2024 Optical Communications
Exhibit 99.1 ANALYST BRIEFING AT OFC 2024 Optical Communications March 26, 2024 Paul Silverstein Vice President, Investor Relations Copyright 2024, Coherent. All rights reserved. 1
Slide 2: Host
HOST Paul Silverstein Vice President, Investor Relations 2 Copyright 2024, Coherent. All rights reserved.
Slide 3: Forward-Looking Statements
FORWARD-LOOKING STATEMENTS This presentation contains forward-looking statements relating to future events and expectations, including our expectations regarding (i) our future financial and operational results; (ii) growth in the communications markets (including datacom and telecom) we serve; (iii
Slide 4: Speakers
SPEAKERS Dr. Lee Xu Dr. Beck Mason Dr. Sanjai Parthasarathi Dr. Julie Sheridan Eng Executive Vice President, Executive Vice President, Chief Marketing Officer Chief Technology Officer Telecommunications Datacom Transceivers 4 Copyright 2024, Coherent. All rights reserved.
Slide 5: Communications Market Update and OFC Showcase
COMMUNICATIONS MARKET UPDATE AND OFC SHOWCASE Dr. Sanjai Parthasarathi - Chief Marketing Officer 5 Copyright 2024, Coherent. All rights reserved.
Slide 6: Market Update
MARKET UPDATE 6 Copyright 2024, Coherent. All rights reserved.
Slide 7: All Our Markets Are Healthy and Growing Over the Long Term
ALL OUR MARKETS ARE HEALTHY AND GROWING OVER THE LONG TERM Industrial Communications Electronics Instrumentation TAM: $25B TAM: $29B TAM: $9B TAM: $6B CAGR: 8% CAGR: 15% CAGR: 28% CAGR: 7% Combined CY24 TAM of $69 B growing to $135 B within five years 7 Copyright 2024, Coherent. All rights reserved.
Slide 8: Our Markets and Verticals
OUR MARKETS AND VERTICALS Industrial Market Communications Market § Precision Manufacturing§ Datacom § Semiconductor Capital § Telecom Equipment § Display Capital Equipment § Aerospace & Defense Focus of Today’s Event Electronics Market Instrumentation Market § Consumer Electronics § Life Sciences §
Slide 9: Communications Is Our Largest Market
COMMUNICATIONS IS OUR LARGEST MARKET (1) Quarterly Revenue Trend Revenue Distribution 1,600 Instrumentation 1,400 1,200 Electronics Industrial 9% 1,000 8% 800 37% 600 FY24 Q2 400 200 0 FY23 Q2 FY23 Q3 FY23 Q4 FY24 Q1 FY24 Q2 46% Instrumentation 120 125 117 99 99 Electronics 200 139 106 90 89 Communi
Slide 10: Communications Market Drivers
COMMUNICATIONS MARKET DRIVERS 5G Mobile subscrptions 6000 5000 4000 3000 2.6 Billion 2000 (1/3 of global population) 1000 0 still not connected to the 2023 2024 2025 2026 2027 2028 2029 internet Central & Eastern Europe India, Nepal, Bhutan Latin America Middle East & Africa North America North East
Slide 11: Datacom and Telecom Verticals Defined
DATACOM AND TELECOM VERTICALS DEFINED DATACOM TELECOM Data Center Satcom Data Center Interconnect (DCI) Long-Haul & Ultra Long- Haul Storage Area Local Area Network (SAN) Network (LAN) NIC/CNA Cards Metro Aggregation HBA Submarine Ethernet Switch Router Ethernet Ethernet Switch Router Switch Router
Slide 12: Infrastructure Spend and Our Expanding SAM
INFRASTRUCTURE SPEND AND OUR EXPANDING SAM Expanding SAM through: Our SAM 2024 2029 CAGR § New coherent transceivers Datacom $9B $21B 17% § Disaggregated systems Telecom $8B $16B 16% § Optical circuit switches $ billions $ billions Data Center Capex by Segment * Annual Infrastructure Spending of Top
Slide 13: The Growth of AI/ML in Data Centers Is a Long-Term Disruption
THE GROWTH OF AI/ML IN DATA CENTERS IS A LONG-TERM DISRUPTION Spine Switches Frontend Connections Leaf § Rapid rise of new networks dedicated Switches to AI/ML inside a data center § Our optics powers both frontend & backend connections § Evolution: Now AI, non-AI, and High Performance Computing are
Slide 14: Datacom Market Is Enjoying an Inflection Point, Thanks to AI Boom
DATACOM MARKET IS ENJOYING AN INFLECTION POINT, THANKS TO AI BOOM Datacom transceivers $M $10,000 Expect Long 800G/1.6T overlapping $8,000 to dominate for 3.2T cycles next 5 years 1.6T $6,000 800G 400G $4,000 200G Fast rise, “Annuity” 100G slow decay model of ROI $2,000 $- 2018 2019 2020 2021 2022 2
Slide 15: Expanding SAM: Our Largest Telecom Opportunity - Coherent Transceivers
EXPANDING SAM: OUR LARGEST TELECOM OPPORTUNITY - COHERENT TRANSCEIVERS 2,500 Coherent Transceiver TAM Cloud (DCI) 2,000 Telecom Enterprise 1,500 $8.7 B 1,000 2028 $3.8 B 2023 500 0 200G and below 400G 600G 800G & above 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Source: LightCounting 15 C
Slide 16: Expanding SAM – Climbing Up Value Chain
EXPANDING SAM – CLIMBING UP VALUE CHAIN IPoDWDM gaining traction: § Application space has expanded well beyond metro DCI § Cross-selling opportunity with DCO pluggables [$B] Disaggregated System Forecast 5.0 4.5 4.0 3.5 3.0 2.5 2.0 1.5 1.0 0.5 0.0 2022 2023 2024 2025 2026 2027 NA EMEA APAC CALA Cign
Slide 17: Expanding SAM - Optical Circuit Switching for Datacenters
EXPANDING SAM - OPTICAL CIRCUIT Introducing at SWITCHING FOR DATACENTERS OFC Source: LightCounting Our expertise & decades of experience with our Liquid Crystal WSS platform positions us well for this opportunity! TM Coherent Datacenter Lightwave Cross-Connect (DLX) 17 Copyright 2024, Coherent. All
Slide 18: OFC 2024 Showcase
OFC 2024 SHOWCASE 18 Copyright 2024, Coherent. All rights reserved.
Slide 19: Our Best OFC Ever
OUR BEST OFC EVER !! OFC 2024 – San Diego, March 26 – 28, 2024 Booth 3412 19 Copyright 2024, Coherent. All rights reserved.
Slide 20: Three Coherent Executives at OFC's Headline Event
THREE COHERENT EXECUTIVES AT OFC’S HEADLINE EVENT Hilton San Diego Bayfront, March 25, 2024 Session 3: Photonic Manufacturing and Enabling Session 4: CEO Panel Technologies Moderator: Moderator: Dr. Michael Lebby, Lightwave Logic Dr. Sanjai Parthasarathi, Coherent Corp. Speakers: Dr. Chuck Mattera,
Slide 21: Lightwave Innovation Awards Received Yesterday
LIGHTWAVE INNOVATION AWARDS RECIEVED YESTERDAY March 25, 2024 800G ZR QSFP-DD 800G IC-TROSA WaveShaper 4000B Optical Transceivers and Lab/Production Test Optical Components Transponders Equipment 21 Copyright 2024, Coherent. All rights reserved.
Slide 22: Please Come and See Our Product Demos at Booth 3412
PLEASE COME AND SEE OUR PRODUCT DEMOS AT BOOTH # 3412 300x300 OCS with 800G 2xFR4 800G QSFP-DD DCO 800G DR4 LPO (using DFB-MZ) C+L Wideband OCM, 2x32 C+L WSS, WaveShaper for O-Band; 100G QSFP28 DCO I-Temp C+L Amps Wavemaker C+L 22 Copyright 2024, Coherent. All rights reserved.
Slide 23: Significant Announcements
SIGNIFICANT ANNOUNCEMENTS New Pump lasers 6” InP Platform Path to 200 G VCSELs Single & Dual chip uncooled Micro Lens Array BiDi Adaptor Extended Range Grism 23 Copyright 2024, Coherent. All rights reserved.
Slide 24: Datacenter Panel: AI/ML and Future Networks to Support It
DATACENTER PANEL: AI/ML AND FUTURE NETWORKS TO SUPPORT IT Session Description This panel will be focused on component suppliers for ML/AI systems inside the data center Today at 12:30 pm Theatre 2 Organizer Panelist Dr. Sanjai Parthasarathi Vipul Bhatt Chief Marketing Officer VP Marketing, Datacom V
Slide 25: Hear Our Other Speakers
HEAR OUR OTHER SPEAKERS Lithographic Aperture VCSELs Mobile Optics (MOPA) for the 6G Era CableLabs: Empowering Access Enabling Beyond 100G Datacom Networks with Coherent Optics Applications Stefano Tirelli Gert Sarlet Shawn Esser 10:30 – 10:45 am 11:00 – 12:00pm 11:30 – 12:30pm th March 25 March 26t
Slide 26: Technology for Datacom and AI Transceivers
TECHNOLOGY FOR DATACOM AND AI TRANSCEIVERS Dr. Julie Sheridan Eng - Chief Technology Officer 26 Copyright 2024, Coherent. All rights reserved.
Slide 27: The Growing Footprint of AI/ML in Data Centers
THE GROWING FOOTPRINT OF AI/ML IN DATA CENTERS AI ML Spine Switches § A new datacenter network dedicated to AI/ML Top of Rack Switches § Many optical connections § AI/ML link data rates expected to grow much faster than compute and storage AI/ML Compute Storage 27 Copyright 2024, Coherent. All right
Slide 28: Technologies for AI/ML
TECHNOLOGIES FOR AI/ML Artificial Intelligence and Machine Learning are accelerating the pace of innovation in transceivers and optical components 28 Copyright 2024, Coherent. All rights reserved.
Slide 29: Our Vertical Integration Is a Differentiator
OUR VERTICAL INTEGRATION IN LASERS, DETECTORS, INTEGRATED CIRCUITS, AND PASSIVE OPTICS IS A DIFFERENTIATOR Lasers Detectors Integrated Circuits Passive Optical Components 29 Copyright 2024, Coherent. All rights reserved.
Slide 30: 100G and 200G/Lane Lasers for 800G and 1.6T
100G AND 200G/LANE LASERS FOR 800G AND 1.6T Short-Reach Mid-Reach Long-Reach < 50 m 500 m to 2 km Up to 10 km 8x100G for 800G 8x100G for 800G 8x100G for 800G 8x200G for 1.6T 4x200G for 800G 4x200G for 800G 8x200G for 1.6T 8x200G for 1.6T Gallium Arsenide Indium Phosphide, Indium Phosphide Silicon Ph
Slide 31: Gallium Arsenide Platform for Short-Reach 800G and 1.6T Transceivers
GALLIUM ARSENIDE PLATFORM FOR SHORT-REACH 800G AND 1.6T TRANSCEIVERS 106.25Gb/s, SSPRQ 1.5 dB TDECQ § 100G VCSELs shipping in production for 400G and 800G transceivers § 200G/lane VCSEL in development for 800G and 1.6T transceivers § Over 200B VCSEL emitters shipped Vertically integrated 6” GaAs pla
Slide 32: Indium Phosphide Technology Platform for Long-Reach Transceivers
INDIUM PHOSPHIDE TECHNOLOGY PLATFORM FOR LONG-REACH TRANSCEIVERS Over 200M datacom lasers shipped Electro-Absorption Modulated Laser (EML) Continuous Wave Laser (CW Laser) InP-based Photodetectors Indium phosphide wafer fab in Fremont, CA 32 Copyright 2024, Coherent. All rights reserved.
Slide 33: EMLs for 100G and 200G/Lane for 800G and 1.6T Transceivers
EMLs FOR 100G AND 200G/LANE FOR 800G AND 1.6T TRANSCEIVERS Demonstrated at ECOC 2022 § 100G/Lane Electro-Absorption Modulated Evaluation Board Lasers (EMLs) are shipping in volume today Arbitrary Semtech Coherent Waveform in 800G transceivers 200G EML 200 Gb/s Generator driver EML § 200G/lane in dev
Slide 34: 200G PAM4 DFB-MZ Laser for Higher Performance 800G/1.6T
200G PAM4 DFB-MZ LASER FOR HIGHER PERFORMANCE 800G/1.6T § Supports 800G and 1.6T at 10 km • LAN-WDM and CWDM wavelengths • High Output power and superior signal integrity • Linear performance a great fit for Linear Pluggable Optics (LPO) § Live demo of 800G FR4 OSFP with DFB-MZ at ECOC 2023 § ECOC 2
Slide 35: Investment in 6" InP Platform to Support AI Volumes
INVESTMENT IN 6” InP PLATFORM TO SUPPORT AI VOLUMES § Investing in 6” InP in Jarfalla, Sweden and Sherman, Texas Coherent high-volume fab in Sherman Texas 6” InP wafer 35 C Co op py yr riig gh htt 2 20 02 24 4,, C Co oh he er re en ntt.. A Allll r riig gh htts s r re es se er rv ve ed d..
Slide 36: Silicon Photonics for 100G/Lane and 200G/Lane
SILICON PHOTONICS FOR 100G/LANE AND 200G/LANE § For some applications, Silicon Photonics SiPh-based Module reduces module cost and complexity by integration of passives § Silicon Photonics based 800G (8x100G) DR8 demonstrated ECOC 2022 TDECQ=1dB ER=4dB Driver V ~2V pp § 224 Gb/s PAM4 eyes demonstrat
Slide 37: Transceivers for AI
TRANSCEIVERS FOR AI 100G & 800G transceivers in production 800G 200G § Supporting all protocols Transceiver Per Lane 1.6T 200G 1.6T transceivers will be shipped in 2024 Per Lane Transceiver 3.2T 200G 3.2T with 200G/lane likely next Per Lane Transceiver After that § More lanes or § 400G/lane or § Mor
Slide 38: Internal Components Support All Architectures
INTERNAL COMPONENTS SUPPORT ALL ARCHITECTURES Traditional retimed pluggable Linear Pluggable Optics Near-Packaged Optics (NPO) transceivers, including (LPO) and Linear Receive and Co-Packaged Optics InfiniBand and Ethernet Optics (LRO) pluggable (CPO) transceivers 38 Copyright 2024, Coherent. All ri
Slide 39: Linear, Linear-Receive, Near and Co-Packaged Optics
LINEAR, LINEAR-RECEIVE, NEAR AND CO-PACKAGED OPTICS § LPO, LRO, NPO, and CPO are packaging and architectural partitioning compared traditional retimed pluggable optics § Optical components are largely the same § Coherent demo of 800G OFSP DR4 (4 x 200) LPO based on DFB-MZ at OFC 2024 Live demo of 80
Slide 40: Why the Industry Loves Pluggable Transceivers
WHY THE INDUSTRY LOVES PLUGGABLE TRANSCEIVERS § Multi-vendor ecosystem • 1G – 800G, 30 m – 10 km § Standards-based § “Pay-as-you-grow” cost model § Easily replaceable § Flexibility: Lower cost, lower power shortwave modules for shorter links and long wave modules for longer links Pluggable transceiv
Slide 41: Coherent Has Been a Leader in Datacom Transceivers for Two Decades
COHERENT HAS BEEN A LEADER IN DATACOM TRANSCEIVERS FOR TWO DECADES Deep expertise in transceivers and in internal components § Gallium Arsenide and Indium Phosphide semiconductor lasers § Silicon Photonics § IC’s § Passive Optical Components Experienced manufacturing at scale with geodiversity for s
Slide 42: Datacom Business Update – Focus on AI
DATACOM BUSINESS UPDATE – FOCUS ON AI Dr. Lee Xu - Executive Vice President, Datacom Transceivers 42 Copyright 2024, Coherent. All rights reserved.
Slide 43: Content
CONTENT § Our Datacom transceiver and AI business ramp § Our product and technology roadmap § Our Value Prop and Differentiation 43 Copyright 2024, Coherent. All rights reserved.
Slide 44: Datacom: The Rise of AI
DATACOM: THE RISE OF AI Datacenter Hyperscaler Enterprise AI (100G) (200/400G) (10G) 800G/1.6T/3.2T FY09FY10FY11FY12FY13FY14FY15FY16FY17FY18FY19FY20FY21FY22FY23 Fiscal Years 44 Copyright 2024, Coherent. All rights reserved.
Slide 45: Coherent's AI Transceiver Ramp in FY24
COHERENT’S AI TRANSCEIVER RAMP IN FY24 Short Reach 800G Product Ramp-up FY24 Coherent VCSEL Array Long Reach Coherent EML Q1 Q2 Q3 Q4 45 Copyright 2024, Coherent. All rights reserved.
Slide 46: Datacom Transceiver High Level Roadmap
DATACOM TRANSCEIVER HIGH LEVEL ROADMAP CY2023 CY2024 CY2025 CY2026 CY2027 50Tb/s Switch 800G Transceivers 100G/lane Electrical & Optical High Volume Production 100G/lane Electrical, 200G/lane Optical Linear Pluggable Optics (Direct Drive) 1.6T & 3.2T Transceivers 100Tb/s Switch 200Tb/s Switch 1.6T (
Slide 47: Technology Development of 1.6T/3.2T
TECHNOLOGY DEVELOPMENT OF 1.6T/3.2T OUR VERTICAL INTEGRATION OF 200G PER OPTICAL LANE Silicon Photonics (SiPh) EMLs Coherent EML Silicon Photonics IC DFB-MZ 200G/lane VCSEL exploration § Needed for 2-6 km distance § Better linearity Coherent VCSEL Array Coherent DMZ CoC, 4ch 47 Copyright 2024, Coher
Slide 48: Coherent's Optical Circuit Switch for Data Center
COHERENT’S OPTICAL CIRCUIT SWITCH FOR DATA CENTER § Datacenter Lightwave Cross-Connect (DLX )---a multi-hundred million dollar opportunity § Combines three key Coherent assets: • Digital liquid crystal technology from our CoAdna WSS • Our systems capability from our optical line system (OLS) team Ta
Slide 49: Our Core Competencies and How We Compete
OUR CORE COMPETENCIES AND HOW WE COMPETE § Market leader in optical transceivers* § Broad portfolio and customer base § Time to market—advanced R&D § Vertical integration • From design to manufacturing • Internal lasers and other optical components § Diversified, high quality, and scalable manufactu
Slide 50: Summary
SUMMARY AI surge is an enormous We aim to grow faster than opportunity market over the next 5 years 800G ramping up to half of our 1.6/3.2T development with revenue laser and transceiver advantages 50 Copyright 2024, Coherent. All rights reserved.
Slide 51: Telecom Business Update
TELECOM BUSINESS UPDATE Dr. Beck Mason - Executive Vice President, Telecommunications 51 Copyright 2024, Coherent. All rights reserved.
Slide 52: Our Heritage
OUR HERITAGE 30 YEARS 1990 Foundational IP TEC Passive Faraday Pump Laser, WSS Optical Transceivers InP Lasers Technology Optical Rotators Amplifier and Platforms and Solutions Signal Monitoring Transmission Components Technology 52 Copyright 2024, Coherent. All rights reserved. 52
Slide 53: Communications Networks
COMMUNICATIONS NETWORKS Edge Core Access Networks Transport Networks Datacenters § 5G Wireless§ Metro§ Video streaming § Fiber-to-the-home§ Regional§ Cloud services § Broadband cable§ Long-haul§ Social media § Low-orbit satellites§ Submarine§ Big data/AI/ML 53 Copyright 2024, Coherent. All rights re
Slide 54: Telecom Market
TELECOM MARKET 29.3 Billion 5.3 Billion Networked devices Internet users Coherent’s Telecom Revenue ~$1B FY23 Telecom market growth Internet traffic growth 16% 24% per year per year for the next 5 years Source: Cisco Annual Internet Report (2018-2023) White Paper 54 Copyright 2024, Coherent. All rig
Slide 55: Broad Portfolio of Telecom Products
BROAD PORTFOLIO OF TELECOM PRODUCTS We have the broadest portfolio of optical components We are leaders in the fundamental enabling and modules for transport applications technologies for optical transmission § Subsystems are more differentiated and enable us to sell on § IC and photonic chip techno
Slide 56: Optical Line Systems
OPTICAL LINE SYSTEMS Capabilities Solutions Module Integration, Algorithms & Firmware ROADM Linecards Optical Channel Wavelength Optical Amplifier Mux/Demux Modules OTDR Modules Monitor Selective Switch Device Packaging 980nm & 14xx Pump Lasers Isolators & Mux/Demux Tunable Filters Variable Optical
Slide 57: Telecom Technology Evolution
TELECOM TECHNOLOGY EVOLUTION Wavelength Selective Amplifier Optical Channel Monitoring Pump Laser Switch 2x C&L bands channels Higher power pump Enables a single device to The highest power per capability to deliver more cover both C&L bands pump emitter efficient amplifiers together 57 Copyright 20
Slide 58: Pump Lasers
PUMP LASERS Pump Laser Cumulative Shipments 58 Copyright 2024, Coherent. All rights reserved.
Slide 59: Pluggable Optical Line Subsystem (POLS)
PLUGGABLE OPTICAL LINE SUBSYSTEM (POLS) § Bi-directional, dual erbium-doped fiber amplifier (EDFA) in QSFP pluggable module • Booster amplifier for transmit direction • Pre-amplifier for receive direction § External DWDM Mux/Demux cable assembly. QSFP Dual EDFA module Applications § IP-over-DWDM poi
Slide 60: Coherent Transceiver Technology
COHERENT TRANSCEIVER TECHNOLOGY § Fully automated high volume manufacturing § Module design including embedded FW development § Optical subassembly design and manufacturing § High speed IC and coherent DSP development § Photonic chip design in InP and SiP and high volume manufacturing 60 C Co op py
Slide 61: Scaling Capacity and Reach
SCALING CAPACITY AND REACH 100G 400G 800G § Coherent DCO modules enable scaling from 100 to 800G per wavelength § With reaches from 120km out to > 2000km § Supports Metro, Regional and DCI 61 Copyright 2024, Coherent. All rights reserved.
Slide 62: Reducing Size and Power
REDUCING SIZE AND POWER ~5 Watts ~15 Watts ~18 Watts Three generations of Coherent modules shrinking size and reducing power dissipation 62 Copyright 2024, Coherent. All rights reserved.
Slide 63: DSPs: Key Building Blocks in Coherent Transceivers
DSPs: KEY BUILDING BLOCKS IN COHERENT TRANSCEIVERS DSP Digital Signal Processor § DSP converts digital data from a switch or router into the complex analog modulation signals § Converts the received signal at the other end of the link back into digital data and compensates for any signal impairments
Slide 64: DSP Investments
DSP INVESTMENTS Steelerton 100G Silverton 400-800G Nickleton 1.6T 7nm - 2W 17M Gates 3nm - 10W 300M Gates 2nm - XX Gates 64 Copyright 2024, Coherent. All rights reserved.
Slide 65: 100G Coherent Transceivers
100G COHERENT TRANSCEIVERS 100ZR QSFP28 DCO Purpose-built power-§ World’s first Digital Coherent Optics (DCO) module in Steelerton DSP optimized tunable laser QSFP28 form factor purpose-built for small size and low § 100G capacity, 300 km reach power consumption § Based on Coherent 7 nm digital sign
Slide 66: IP-over-DWDM
IP-OVER-DWDM § Coherent “colored” pluggable transceivers plug directly into routers § Enabler: coherent technology has shrunk in size and power dissipation to fit into small form-factor pluggable modules § Two network applications: • Metro / Regional Networks with ROADMs • Ring/mesh architectures th
Slide 67: Photonic Devices
PHOTONIC DEVICES § State of the art wafer III-V wafer fabs in: • Zurich Switzerland • Jarfalla Sweden • Sherman Texas § Enable our leading edge GaAs and InP photonic devices for Telecom and Datacom 67 Copyright 2024, Coherent. All rights reserved.
Slide 68: Manufacturing Advantage
MANUFACTURING ADVANTAGE Shenzhen Fuzhou Wuxi China China China Geographic Ipoh Philippines Malaysia Diversity Vietnam Thailand Others Pump Laser Photonic components Transceiver Passive optics Amplifiers line cards Other subsystem 68 Copyright 2024, Coherent. All rights reserved.
Slide 69: Assembly Operations and Automation
ASSEMBLY OPERATIONS AND AUTOMATION § Internally developed automation § Assembly and test automation § Consistent product quality § Better manufacturing efficiency and cost 69 C Co op py yr riig gh htt 2 20 02 24 4,, C Co oh he er re en ntt.. A Allll r riig gh htts s r re es se er rv ve ed d.. 69
Slide 70: How We Win
HOW WE WIN Telecom components Telecom Modules Telecom Subsystems Broadest and deepest Wide array of engineered Strong systems and portfolio of fundamental module solutions to meet integration capability to technologies and any network need provide complete customer components for networking solution
Slide 71: Q&A
Q&A Dr. Giovanni Barbarossa Sunny Sun Dr. Chuck Mattera Paul Silverstein Chief Strategy Officer and President, Networking Chair and CEO Vice President, President, Materials Segment Segment Investor Relations Dr. Sanjai Parthasarathi Dr. Julie Sheridan Eng Dr. Beck Mason Dr. Lee Xu Chief Technology O
Slide 72: Coherent
C@HERENT