{"id":2570,"date":"2026-04-14T15:16:37","date_gmt":"2026-04-14T15:16:37","guid":{"rendered":"https:\/\/tetsu811.com\/?p=2570"},"modified":"2026-04-14T15:34:12","modified_gmt":"2026-04-14T15:34:12","slug":"photonic-ic-cohr","status":"publish","type":"post","link":"https:\/\/tetsu811.com\/ja\/photonic-ic-cohr\/","title":{"rendered":"Coherent \u6df1\u5ea6\u89e3\u6790 \u2014 \u5149\u901a\u8a0a\u6a21\u7d44\u8207 InP \u96f7\u5c04\u5168\u93c8\u9f8d\u982d"},"content":{"rendered":"<style>:root{--bg:#0b0d12;--bg-2:#141720;--card:#1a1d28;--border:#2a2d3a;--accent:#6c5ce7;--accent-2:#00d4ff;--green:#00cec9;--red:#ff6b6b;--yellow:#feca57;--orange:#ff9f43;--text:#e4e6eb;--muted:#8b8fa3}*{margin:0;padding:0;box-sizing:border-box}body{font-family:-apple-system,BlinkMacSystemFont,'Segoe UI','PingFang TC',sans-serif;background:linear-gradient(180deg,var(--bg) 0%,var(--bg-2) 100%);color:var(--text);line-height:1.75;padding:2rem 1rem}.container{max-width:1000px;margin:0 auto}nav.breadcrumb{font-size:.85rem;color:var(--muted);margin-bottom:1rem}nav.breadcrumb a{color:var(--accent-2);text-decoration:none}h1{font-size:2.2rem;margin-bottom:.3rem;background:linear-gradient(135deg,var(--accent-2),var(--accent),#ff6b9d);-webkit-background-clip:text;-webkit-text-fill-color:transparent;font-weight:800;line-height:1.2}.ticker-badge{display:inline-block;font-family:'SF Mono',monospace;font-size:.95rem;color:var(--accent-2);background:rgba(0,212,255,.1);padding:.2rem .6rem;border-radius:6px;margin-left:.5rem;vertical-align:middle}.subtitle{color:var(--muted);font-size:1rem;margin-bottom:2rem}.disclaimer{background:rgba(255,107,107,.08);border-left:3px solid var(--red);padding:.8rem 1rem;border-radius:0 8px 8px 0;margin-bottom:2rem;font-size:.85rem;color:#ffb4b4}article,section{background:var(--card);border:1px solid var(--border);border-radius:14px;padding:1.8rem;margin-bottom:1.5rem}h2{font-size:1.4rem;margin-bottom:1rem;color:var(--accent-2);border-bottom:1px solid var(--border);padding-bottom:.6rem}h3{font-size:1.1rem;margin:1.2rem 0 .5rem;color:var(--yellow)}h4{font-size:.95rem;margin:.8rem 0 .3rem;color:var(--text)}p{margin-bottom:.8rem}ul,ol{margin:.5rem 0 1rem 1.5rem}li{margin-bottom:.3rem}strong{color:var(--accent-2)}.why-box{background:rgba(108,92,231,.08);border-left:3px solid var(--accent);padding:.9rem 1.1rem;border-radius:0 8px 8px 0;margin:1rem 0;font-size:.92rem}.metrics-grid{display:grid;grid-template-columns:repeat(auto-fit,minmax(160px,1fr));gap:.8rem;margin:1rem 0}.metric{background:rgba(108,92,231,.08);border-radius:8px;padding:1rem;text-align:center}.metric .value{font-size:1.3rem;font-weight:700;color:var(--green)}.metric .label{font-size:.75rem;color:var(--muted);margin-top:.2rem}table{width:100%;border-collapse:collapse;font-size:.88rem;margin:1rem 0}th,td{padding:.7rem .8rem;text-align:left;border-bottom:1px solid var(--border)}th{color:var(--muted);font-weight:600;font-size:.78rem;text-transform:uppercase;letter-spacing:.5px;background:rgba(255,255,255,.02)}.bull-bear{display:grid;grid-template-columns:1fr 1fr;gap:1rem;margin:1rem 0}@media(max-width:700px){.bull-bear{grid-template-columns:1fr}}.bull,.bear{padding:1rem;border-radius:8px}.bull{background:rgba(0,206,201,.06);border-left:3px solid var(--green)}.bear{background:rgba(255,107,107,.06);border-left:3px solid var(--red)}.bull h4{color:var(--green)}.bear h4{color:var(--red)}.related-articles{display:grid;grid-template-columns:repeat(auto-fit,minmax(220px,1fr));gap:.8rem}.related-articles a{display:block;padding:.8rem 1rem;background:rgba(255,255,255,.03);border:1px solid var(--border);border-radius:8px;color:var(--text);text-decoration:none;font-size:.9rem;transition:all .2s}.related-articles a:hover{border-color:var(--accent);color:var(--accent-2)}.footer{text-align:center;color:var(--muted);font-size:.75rem;margin-top:2rem;padding-top:1.5rem;border-top:1px solid var(--border)}body{background:var(--bg)!important}\n.container{background:var(--bg);padding:2rem;border-radius:14px}\n.entry-content{background:var(--bg)!important}\n<\/style>\n<div class=\"container\">\n<nav class=\"breadcrumb\"><a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a> &rsaquo; Coherent<\/nav>\n<h1>Coherent<span class=\"ticker-badge\">NYSE: COHR<\/span><\/h1>\n<p class=\"subtitle\">\u5149\u901a\u8a0a\u6a21\u7d44\u8207 InP \u96f7\u5c04\u5168\u93c8\u9f8d\u982d \u00b7 \u7522\u696d\u4f4d\u7f6e\uff1aStage 3-4 \u5143\u4ef6\u8207\u6a21\u7d44<\/p>\n<div class=\"disclaimer\"><strong>\u514d\u8cac\u8072\u660e\uff1a<\/strong>\u672c\u6587\u50c5\u4f9b\u7814\u7a76\u53c3\u8003\uff0c\u4e0d\u69cb\u6210\u6295\u8cc7\u5efa\u8b70\u3002<\/div>\n<article>\n<h2>\u516c\u53f8\u6982\u89c0<\/h2>\n<p>Coherent\uff08\u524d II-VI\uff09\u7e3d\u90e8\u4f4d\u65bc\u7f8e\u570b\u8cd3\u5dde\uff0c\u662f\u5168\u7403\u5149\u901a\u8a0a\u6a21\u7d44\u51fa\u8ca8\u91cf\u6700\u5927\u7684\u5ee0\u5546\u3002\u6574\u5408\u4e86 InP \u96f7\u5c04\u3001GaAs\u3001SiC\u3001\u5149\u6a21\u7d44\u8207\u5de5\u696d\u96f7\u5c04\u5168\u7522\u7dda\u3002\u5728 AI \u8cc7\u6599\u4e2d\u5fc3\u696d\u52d9\u65b9\u9762\uff0cCoherent \u662f Nvidia\u3001Broadcom\u3001Arista \u7b49\u5927\u5ee0\u7684\u6838\u5fc3\u6a21\u7d44\u4f9b\u61c9\u5546\u3002<\/p>\n<div class=\"metrics-grid\">\n<div class=\"metric\">\n<div class=\"value\">#1<\/div>\n<div class=\"label\">\u5168\u7403\u5149\u6a21\u7d44\u51fa\u8ca8\u91cf<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">~$200 \u5104<\/div>\n<div class=\"label\">\u5e02\u503c<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">\u5782\u76f4\u6574\u5408<\/div>\n<div class=\"label\">InP\u2192\u6a21\u7d44\u5168\u93c8<\/div>\n<\/div>\n<div class=\"metric\">\n<div class=\"value\">CW \u7522\u80fd<\/div>\n<div class=\"label\">2026 \u6301\u7e8c\u64f4\u5efa<\/div>\n<\/div>\n<\/div>\n<\/article>\n<article>\n<h2>\u5c0f\u767d\u7248\uff1aCoherent \u5728\u505a\u4ec0\u9ebc\uff1f<\/h2>\n<div class=\"why-box\"><strong>\u751f\u6d3b\u6bd4\u55bb\uff1a<\/strong>\u5982\u679c Lumentum \u662f\u505a\u300c\u71c8\u6ce1\u300d\u548c\u300c\u624b\u96fb\u7b52\u300d\u7684\uff0cCoherent \u5c31\u662f\u540c\u696d\u7af6\u722d\u8005\u4f46\u7522\u91cf\u66f4\u5927\u3002Coherent \u662f\u5168\u7403\u51fa\u8ca8\u6700\u591a\u5149\u6a21\u7d44\uff08\u624b\u96fb\u7b52\uff09\u7684\u516c\u53f8\u3002AI \u8cc7\u6599\u4e2d\u5fc3\u4e00\u5e74\u9700\u8981\u5e7e\u5343\u842c\u500b\u5149\u6a21\u7d44\uff0c\u53ea\u6709\u50cf Coherent \u9019\u6a23\u6709\u5927\u898f\u6a21\u5de5\u5ee0\u7684\u516c\u53f8\u624d\u63a5\u5f97\u52d5\u55ae\u3002Coherent \u9084\u81ea\u5df1\u505a\u96f7\u5c04\u6676\u7247\uff08\u71c8\u6ce1\uff09\uff0c\u5f9e\u982d\u505a\u5230\u5c3e\uff0c\u6210\u672c\u6bd4\u53ea\u505a\u7d44\u88dd\u7684\u5ee0\u5546\u4f4e\u3002<\/div>\n<\/article>\n<article>\n<h2>\u70ba\u4ec0\u9ebc\u6a21\u7d44\u51fa\u8ca8\u9f8d\u982d\u5730\u4f4d\u91cd\u8981<\/h2>\n<div class=\"why-box\"><strong>\u898f\u6a21\u7d93\u6fdf\u8207\u5ba2\u6236\u95dc\u4fc2\uff1a<\/strong>AI \u8cc7\u6599\u4e2d\u5fc3\u6bcf\u5e74\u9700\u8981\u6578\u5343\u842c\u9846 800G\/1.6T \u5149\u6a21\u7d44\uff0c\u53ea\u6709\u5177\u5099\u5927\u898f\u6a21\u7522\u80fd\u3001\u5b8c\u6574\u8a8d\u8b49\u8207\u7a69\u5b9a\u54c1\u8cea\u7684\u4f9b\u61c9\u5546\u624d\u80fd\u63a5\u55ae\u3002Coherent \u540c\u6642\u64c1\u6709 InP \u6676\u5713\u5ee0\u8207\u6a21\u7d44\u7d44\u88dd\u7522\u80fd\uff0c\u6210\u672c\u7d50\u69cb\u512a\u65bc\u7d14\u6a21\u7d44\u7d44\u88dd\u5ee0\u3002<\/div>\n<p>Coherent \u7684 CW \u96f7\u5c04\u7522\u80fd\u64f4\u5efa\u662f CPO \u91cf\u7522\u7684\u95dc\u9375\u74f6\u9838\u4e4b\u4e00\u3002<\/p>\n<\/article>\n<article>\n<h2>\u6295\u8cc7\u8ad6\u9ede Bull vs Bear<\/h2>\n<div class=\"bull-bear\">\n<div class=\"bull\">\n<h4>\u591a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>\u5149\u6a21\u7d44\u51fa\u8ca8\u91cf\u5168\u7403\u7b2c\u4e00<\/li>\n<li>InP \u5782\u76f4\u6574\u5408\u6210\u672c\u512a\u52e2<\/li>\n<li>800G\/1.6T \u540c\u6642\u653e\u91cf<\/li>\n<li>Hyperscaler \u95dc\u9375\u4f9b\u61c9\u5546\u5730\u4f4d<\/li>\n<\/ul>\n<\/div>\n<div class=\"bear\">\n<h4>\u7a7a\u65b9\u8ad6\u9ede<\/h4>\n<ul>\n<li>II-VI \u4f75\u8cfc\u8ca0\u50b5\u58d3\u529b\u5927<\/li>\n<li>\u5de5\u696d\u96f7\u5c04\u3001SiC \u696d\u52d9\u75b2\u8edf<\/li>\n<li>\u4e2d\u570b\u5ee0\u5546\u4f4e\u50f9\u7af6\u722d<\/li>\n<li>\u6bdb\u5229\u7387\u6062\u5fa9\u9032\u5ea6\u6162<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/article>\n<aside>\n<h2>\u76f8\u95dc\u95b1\u8b80<\/h2>\n<div class=\"related-articles\">\n<a href=\"\/ja\/photonic-ic-lite\/\">Lumentum \u2014 InP \u96f7\u5c04\u96d9\u96c4\u4e4b\u4e00<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-avgo\/\">Broadcom \u2014 CPO \u4ea4\u63db\u6676\u7247<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-nvda\/\">Nvidia \u2014 \u5149\u5b78\u6574\u5408\u7b56\u7565<\/a><br \/>\n<a href=\"\/ja\/photonic-ic-industry-2026\/\">\u5149\u5b50 IC \u7522\u696d\u7e3d\u89bd<\/a>\n<\/div>\n<\/aside>\n<\/div>","protected":false},"excerpt":{"rendered":"<p>Coherent\uff08NYSE: COHR\uff09\u662f\u5168\u7403\u5149\u901a\u8a0a\u6a21\u7d44\u51fa\u8ca8\u91cf\u6700\u5927\u7684\u5ee0\u5546\uff0c\u81ea\u7522 InP \u96f7\u5c04\u5782\u76f4\u6574\u5408\u3002\u672c\u6587\u89e3\u6790 800G\/1.6T \u6a21\u7d44\u8207 AI \u8cc7\u6599\u4e2d\u5fc3\u6210\u9577\u52d5\u80fd\u3002<\/p>","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_gspb_post_css":"","footnotes":""},"categories":[30],"tags":[],"class_list":["post-2570","post","type-post","status-publish","format-standard","hentry","category-photonic-ic"],"blocksy_meta":[],"_links":{"self":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2570","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/comments?post=2570"}],"version-history":[{"count":3,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2570\/revisions"}],"predecessor-version":[{"id":2628,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/posts\/2570\/revisions\/2628"}],"wp:attachment":[{"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/media?parent=2570"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/categories?post=2570"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/tetsu811.com\/ja\/wp-json\/wp\/v2\/tags?post=2570"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}