中文翻译
@LostFundamental 这完全说不通。$LITE 和 $COHR 彼此竞争，但它们与中际旭创(Innolight)完全不同，后者负责设计/组装并从这两家公司采购激光器。它们在光收发器(transceiver)设计上确实有轻微重叠，但其核心业务是激光器。
· 供应链分析
澄清LITE/COHR与中际旭创在光模块供应链中的不同角色。
英文原文
@LostFundamental That makes zero sense. $LITE and $COHR compete with one another but they’re completely different than Innolight that does design/assembly and buys the lasers from the two. They do have slight overlap with transceiver design but their core business are lasers.