Source Photonics

Source Photonics 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 Arista Networks, Cisco Systems, NVIDIA.

Optical transceivers for data-center and telecom networks.

Headquarters
United States
Market position
niche
Value-chain segment
Photonics & Optics
Key products
800G PAM4 SR8/FR4 optical transceivers, 800G-DR8 OSFP/QSFP-DD transceivers

About Source Photonics

Source Photonics, 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 800G PAM4 SR8/FR4 optical transceivers, 800G-DR8 OSFP/QSFP-DD transceivers. wafergraph maps 3 tracked suppliers and 3 tracked customers for Source Photonics across the value chain. It has a supply-chain criticality score of 50/100, with 235 companies downstream of it.

Role in the chain

Source Photonics is a market niche in Distribution & Misc (Photonics & Optics), headquartered in United States. Optical transceivers for data-center and telecom networks.

Diligence questions

  1. The dataset records 3 tracked suppliers for Source Photonics. 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 Source Photonics'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 3 tracked customers for Source Photonics. How concentrated is demand among those names, and which of them have a documented second source in this graph?
  4. Source Photonics 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. Source Photonics is private in this dataset (no ticker). What primary-source filings or audited statements exist, and what is still only a one-liner?
  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 Source Photonics

Key products

  • 800G PAM4 SR8/FR4 optical transceivers
  • 800G-DR8 OSFP/QSFP-DD transceivers

Suppliers

Customers

More Distribution & Misc companies

Sources

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

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