### @VECO — Confirmed — from the earnings call; forward market-size figures are management's framing
Give you some color on the more than $250 million of orders for indium phosphide laser tools — there are really three pieces: the MOCVD epitaxy platform that grows the active layer, the wet-processing and etch systems, and the ion-beam deposition tool for the laser facet coating. Deliveries start in 2026 and accelerate hard in 2027. On the facet-coating line we're planning roughly 10X capacity from base by early 2027, with a path to double again. The served-market framing of about $700 million by 2030 is management's forward view, not a booked result.
- tier: Confirmed (✓)
- source: VECO / The $250 million laser order, and the shift behind it
- receipt: https://ticker.thevixguy.com/p/p-day-20260720-veco-src-veco-indium-phosphide-order-rotation
- posted: 2026-07-20T22:41:30.819Z