Citi: EML Output
> Industry Shift Toward 200G and CW: Across almost all listed companies, there is a marked transition away from 100G EML production by 2028, with a significant ramp-up in both 200G EML and CW output.> AXT, Inc. Growth: AXT, Inc. shows a substantial increase in its 200G EML and CW output, with its 200G EML output projected to grow from 13.54 million chips in 2025 to 157.82 million chips by 2028.> Rapid Expansion in China: Companies such as Source Photonics (Dongshan Precision) and the "Other China" category show dramatic growth in CW output. Source Photonics, for example, is projected to increase its CW output from 14.66 million chips in 2025 to 161.77 million chips by 2028.> Sumitomo Electric: Sumitomo maintains high production levels, particularly in the 200G EML segment, which jumps from 28.93 million in 2025 to 128.58 million in 2028.(h/t: @yulin98434)
The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments