Applied Optoelectronics

Applied Optoelectronics is a niche in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Coherent, Lumentum Holdings, Broadcom. Its key customers include Broadcom, Microsoft, NVIDIA.

Optical transceiver and component maker.

Ticker
NASDAQ: AAOI
Headquarters
United States
Revenue
$456M (FY2025) · +82.8% YoY
Net income
$-38M
Operating margin
-12.0%
Market position
niche
Value-chain segment
Photonics & Optics
Key products
1.6T optical transceivers, 800G optical transceivers, CPO/NPO photonics platforms

About Applied Optoelectronics

Applied Optoelectronics, headquartered in United States, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market niche there. Its key products include 1.6T optical transceivers, 800G optical transceivers, CPO/NPO photonics platforms. wafergraph maps 3 tracked suppliers and 5 tracked customers for Applied Optoelectronics across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.

Role in the chain

Applied Optoelectronics is a market niche in Distribution & Misc (Photonics & Optics), headquartered in United States. Optical transceiver and component maker.

Diligence questions

  1. The dataset records 3 tracked suppliers for Applied Optoelectronics. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
  2. 1 of Applied Optoelectronics's tracked suppliers are a monopoly or leader (including Broadcom). Which of those are actually single-source for the process step you care about?
  3. The dataset names 5 tracked customers for Applied Optoelectronics. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Applied Optoelectronics is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
  5. Applied Optoelectronics trades as NASDAQ:AAOI. What does the latest reported period say about capacity and backlog versus the graph position above?
  6. Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.

Full diligence pack for Applied Optoelectronics

Key products

  • 1.6T optical transceivers
  • 800G optical transceivers
  • CPO/NPO photonics platforms

Suppliers

Customers

More Distribution & Misc companies

Compare with

InnoLight Technology · Corning Incorporated · Eoptolink Technology · Lumentum Holdings · Nokia · Coherent

Sources

Open the interactive supply-chain view →

Cite as: wafergraph, “Applied Optoelectronics — supply chain, financials & market position”, https://wafergraph.com/company/applied_opto (data as of 2026-09-05).

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