Lumentum Holdings
Lumentum Holdings is a major in the Distribution & Misc segment of the semiconductor & AI supply chain, headquartered in United States. Its key suppliers include Fabrinet, IQE, Coherent. Its key customers include NVIDIA, Apple, Arista Networks.
Optical components and lasers for datacom transceivers and 3D sensing.
- Ticker
- NASDAQ: LITE
- Headquarters
- United States
- Revenue
- $3.0B (FY2026) · +83.2% YoY
- Net income
- $-6.9B
- Operating margin
- 17.4%
- Market position
- major
- Value-chain segment
- Photonics & Optics
- Key products
- EMLs, VCSELs
About Lumentum Holdings
Lumentum Holdings, headquartered in United States, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include EMLs, VCSELs. wafergraph maps 4 tracked suppliers and 22 tracked customers for Lumentum Holdings across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.
Role in the chain
Lumentum Holdings is a market major in Distribution & Misc (Photonics & Optics), headquartered in United States. Optical components and lasers for datacom transceivers and 3D sensing.
Diligence questions
- The dataset records 4 tracked suppliers for Lumentum Holdings. 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 of Lumentum Holdings's tracked suppliers are a monopoly or leader (including Broadcom, IQE). Which of those are actually single-source for the process step you care about?
- The dataset names 22 tracked customers for Lumentum Holdings. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Lumentum Holdings 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?
- Lumentum Holdings trades as NASDAQ:LITE. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- EMLs
- VCSELs
Suppliers
Customers
- NVIDIA · relationship
- Apple · relationship
- Arista Networks · relationship
- Cisco Systems · relationship
- Coherent · relationship
- Ayar Labs · relationship
- InnoLight Technology · relationship
- Eoptolink Technology · relationship
- Accelink Technologies · relationship
- Fabrinet · relationship
- Applied Optoelectronics · relationship
- nLight · relationship
- Hamamatsu Photonics · relationship
- Lightmatter · relationship
- Celestial AI · relationship
- POET Technologies · relationship
- Aeva Technologies · relationship
- Ciena · relationship
- Source Photonics · relationship
- Sumitomo Electric Industries · relationship
- Furukawa Electric · relationship
- Nokia · relationship
More Distribution & Misc companies
Compare with
InnoLight Technology · Corning Incorporated · Eoptolink Technology · Nokia · Coherent · Ciena
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Lumentum Holdings — supply chain, financials & market position”, https://wafergraph.com/company/lumentum (data as of 2026-09-05).
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