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Serenity: The photonics track is still in the very early stages, and most revenue growth may begin around 2027.
BlockBeats News, June 18th, Serenity posted that, "Overall, laser companies like AAOI and SIVE are my personal favorites because they have enormous potential for revenue expansion. They can not only sell lasers but also manufacture complete optical modules and various optical engines or ELS (external light source) components. Or, like COHR, they can even extend upstream into substrate manufacturing to achieve vertical integration, continuously increasing their gross profit margins and total addressable market (TAM).
A large part of this depends on precisely targeting the main investment trend early on, after all, last year many people didn't even think that 'photonics' could become a truly popular concept.
And I believe what will surprise most people the most is that we are still in an extremely early stage. The majority of revenue growth (upward scaling) will not really begin until next year, that is, in the first half or even the second half of 2027."