Everbright Photonics: Optical Chip Prices May Fall Long-Term as AI Demand Lifts Telecom Revenue

The notable tension here is that AI-driven demand is being framed as a revenue tailwind while the chairman simultaneously flags a long-term price decline in the same optical chips. That combination points to volume-led growth rather than pricing power, with yields, capacity and new entrants doing the work that demand alone cannot. The 2027–2028 specialty laser timeline also implies the next leg of the story is still years out. Whether optical communications actually outgrows the industrial laser base within two years is the open question.