Optical suppliers / coherent
Coherent
United States
- Primary speed / form
- 800G — OSFP / QSFP-DD + multimode (VCSEL)
- Datacom market share
- ~11%Site estimate
- 1.6T transition status
- Sampling
- Tech route
- VCSEL / EML / InP; strong multimode position in the NVIDIA supply chain
- Key customers
- NVIDIA, Cisco, Microsoft
- Notes
- Reported to account for ~20%+ of NVIDIA optical procurement with multimode emphasis; a top-5 datacom supplier by revenue. The 11% is aiinframap's directional estimate of total datacom share.