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Coherent and Apple Expand Strategic Partnership With New Multiyear VCSEL Agreement in Texas

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Coherent (NYSE:COHR) has secured a new multiyear strategic supply agreement with Apple to continue producing vertical-cavity surface-emitting lasers (VCSELs) for Face ID technology in iPhone and iPad devices. The manufacturing will take place at Coherent's advanced facility in Sherman, Texas.

The partnership is part of Apple's American Manufacturing Program and their $600 billion commitment to U.S. investment over the next four years. The Sherman facility features state-of-the-art 6-inch wafer compound semiconductor manufacturing capabilities for next-generation optoelectronic applications.

Coherent (NYSE:COHR) ha ottenuto un nuovo accordo strategico pluriennale con Apple per continuare la produzione di laser VCSEL (vertical-cavity surface-emitting lasers) utilizzati nella tecnologia Face ID di iPhone e iPad. La produzione avverrà presso l'avanzato stabilimento di Coherent a Sherman, Texas.

Questa collaborazione fa parte del Programma di Produzione Americana di Apple e del loro impegno di 600 miliardi di dollari per investimenti negli Stati Uniti nei prossimi quattro anni. Lo stabilimento di Sherman dispone di moderne capacità di produzione di semiconduttori a wafer da 6 pollici per applicazioni optoelettroniche di nuova generazione.

Coherent (NYSE:COHR) ha asegurado un nuevo acuerdo estratégico multianual con Apple para continuar produciendo láseres VCSEL (láseres de cavidad vertical emisores de superficie) para la tecnología Face ID en dispositivos iPhone y iPad. La fabricación se realizará en la avanzada planta de Coherent en Sherman, Texas.

La alianza forma parte del Programa de Manufactura Americana de Apple y de su compromiso de 600 mil millones de dólares en inversiones en EE. UU. durante los próximos cuatro años. La planta de Sherman cuenta con capacidades de fabricación de semiconductores compuestos en obleas de 6 pulgadas de última generación para aplicaciones optoelectrónicas de próxima generación.

Coherent (NYSE:COHR)Apple� 다년간의 전략� 공급 계약� 체결하여 iPhone � iPad 기기� Face ID 기술� 사용되 수직 공동 표면 방출 레이저(VCSEL)� 계속 생산하게 되었습니�. 제조� Coherent� 첨단 시설� 텍사스주 셔먼에서 진행됩니�.

이번 파트너십은 Apple� 미국 제조 프로그램� 향후 4년간 미국 � 투자 6천억 달러 약속� 일환입니�. 셔먼 시설은 차세대 광전� 응용� 위한 최첨� 6인치 웨이� 복합 반도� 제조 능력� 갖추� 있습니다.

Coherent (NYSE:COHR) a conclu un nouvel accord stratégique pluriannuel avec Apple pour continuer à produire des lasers VCSEL (vertical-cavity surface-emitting lasers) destinés à la technologie Face ID des appareils iPhone et iPad. La fabrication se déroulera dans l'installation avancée de Coherent à Sherman, Texas.

Ce partenariat s'inscrit dans le cadre du programme de fabrication américaine d'Apple et de leur engagement de 600 milliards de dollars d'investissements aux États-Unis au cours des quatre prochaines années. L'usine de Sherman dispose de capacités de fabrication de semi-conducteurs sur tranches de 6 pouces à la pointe de la technologie pour des applications optoélectroniques de nouvelle génération.

Coherent (NYSE:COHR) hat eine neue mehrjährige strategische Liefervereinbarung mit Apple abgeschlossen, um weiterhin vertikal-kavitäts Oberflächenemittierende Laser (VCSELs) für die Face ID-Technologie in iPhone- und iPad-Geräten herzustellen. Die Fertigung findet in Coherents hochmodernem Werk in Sherman, Texas statt.

Die Partnerschaft ist Teil von Apples American Manufacturing Program und deren 600-Milliarden-Dollar-Investitionszusagen in den USA für die nächsten vier Jahre. Die Anlage in Sherman verfügt über hochmoderne 6-Zoll-Wafer-Halbleiterfertigungskapazitäten für optoelektronische Anwendungen der nächsten Generation.

Positive
  • Secured multiyear strategic agreement with Apple, a major tech customer
  • Part of Apple's $600 billion U.S. investment commitment
  • Manufacturing partnership ensures stable long-term revenue stream
  • Validates Coherent's technological capabilities and manufacturing excellence
Negative
  • None.

SAXONBURG, Pa., Aug. 07, 2025 (GLOBE NEWSWIRE) -- Coherent Corp. (NYSE: COHR), a global leader in photonics, announced that it has entered a new multiyear strategic supply agreement with Apple, expanding their long-standing partnership. Under the new agreement, Coherent will continue to produce vertical-cavity surface-emitting lasers (VCSELs) that enable key features such as Face ID on iPhone and iPad devices shipped around the world. This critical work is conducted at Coherent’s state-of-the-art manufacturing facility in Sherman, Texas.

“This agreement is a testament to the strength of our partnership with Apple and our shared commitment to drive the industry’s technology roadmap with leading scale, breadth of capabilities, and depth of innovative solutions,� said Jim Anderson, CEO of Coherent. “We’re proud that our Sherman facility plays such an important role in producing the laser components that power some of Apple’s most iconic innovations.�

“With our new American Manufacturing Program, we’re proud to partner with companies like Coherent to create new jobs and bring even more manufacturing to America,� said Sabih Khan, Apple’s chief operating officer. “This is part of our $600 billion commitment to the U.S. over the next four years, and we couldn’t be more excited about the future of American innovation.�

Coherent’s Sherman site in Texas hosts state-of-the-art 6-inch wafer compound semiconductor epitaxy, fabrication, and device manufacturing platforms for next-generation optoelectronic applications.

About Coherent

Coherent is the global photonics leader. We harness photons to drive innovation. Industry leaders in the datacenter, communications, and industrial markets rely on Coherent’s world-leading technology to fuel their own innovation and growth.

Founded in 1971 and operating in more than 20 countries, Coherent brings the industry’s broadest, deepest technology stack; unmatched supply chain resilience; and global scale to help its customers solve their toughest technology challenges. Visit us at .

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FAQ

What is the new agreement between Coherent (COHR) and Apple in 2025?

Coherent secured a multiyear strategic supply agreement with Apple to produce VCSELs (vertical-cavity surface-emitting lasers) for Face ID technology in iPhone and iPad devices at their Sherman, Texas facility.

Where will Coherent (COHR) manufacture the VCSEL components for Apple?

Coherent will manufacture the VCSEL components at their state-of-the-art facility in Sherman, Texas, which features 6-inch wafer compound semiconductor manufacturing capabilities.

What technology does Coherent (COHR) provide to Apple?

Coherent provides vertical-cavity surface-emitting lasers (VCSELs) that enable Face ID technology in Apple's iPhone and iPad devices.

How does this agreement relate to Apple's U.S. manufacturing commitment?

The agreement is part of Apple's American Manufacturing Program and their $600 billion commitment to U.S. investment over the next four years.

What manufacturing capabilities does Coherent's Sherman facility have?

The Sherman facility features state-of-the-art 6-inch wafer compound semiconductor epitaxy, fabrication, and device manufacturing platforms for next-generation optoelectronic applications.
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