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
- $1.6B (FY2025) · +21.0% YoY
- Net income
- $26M
- Operating margin
- -10.9%
- 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.
Key products
- EMLs
- VCSELs
Suppliers
Customers
- NVIDIA
- Apple
- Arista Networks
- Cisco Systems
- Coherent
- Ayar Labs
- InnoLight Technology
- Eoptolink Technology
- Accelink Technologies
- Fabrinet
- Applied Optoelectronics
- nLight
- Hamamatsu Photonics
- Lightmatter
- Celestial AI
- POET Technologies
- Aeva Technologies
- Ciena
- Source Photonics
- Sumitomo Electric Industries
- Furukawa Electric
- Nokia