律动BlockBeats|6月 18, 2026 09:42
Serenity: The field of photonics is still in its very early stages, and most of the revenue may begin in 2027
BlockBeats news, on June 18th, Serenity posted that "overall, laser companies like AAOI and SIVE are my personal favorites because they have great imagination in expanding revenue. They can not only be limited to selling lasers, but also manufacture complete optical modules as well as various optical engines or ELS (External Light Source) components. Alternatively, like COHR, it can even extend upstream into the substrate manufacturing field, achieving vertical integration and continuously improving its gross profit margin and total potential market size TAM. The key to a large part of this is to accurately hit the investment mainline first, after all, last year many people didn't even think that "photonics" could become a truly popular concept. And I think what surprises most people the most is that we are still in an extremely early stage. The vast majority of revenue growth (ramp up) will not truly begin until next year, which is the first half or even the second half of 2027
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