매크로 컨텍스트

테마

Optical Components & Lasers

핵심 동인

  • High-speed transceiver laser demand
  • EML laser market share
  • AI data center investment
  • CPO optical component opportunity

리스크

  • 3D sensing business weakness
  • Customer concentration risk (Apple)
  • Price decline pressure
  • Vertical integration threat

애널리스트 컨센서스

최저 710 USD최고 1,000 USD
현재가컨센서스 목표가

2026. 5. 27. 기준

증권사애널리스트목표가투자의견
투자 기간: 12개월

모니터링 트리거

핵심 지표

  • Data center laser revenue
  • 3D sensing trend
  • Margin rate
  • New customer acquisition

리뷰 트리거

  • Data center revenue stagnation
  • 3D sensing sharp decline
  • Customer loss

무효화 조건

  • Optical component vertical integration accelerates
  • Laser technology change
  • Apple dependency sharp decline

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Comments

생성: 2026. 2. 25.수정: 2026. 2. 25.가격 기준: 2026. 5. 27.