Applied Optoelectronics vs Fabrinet
Fabrinet is larger by market cap ($20.1B vs $11.4B). Fabrinet reports higher tracked revenue ($3.4B vs $456M). Both are primarily Photonics & Optics companies.
Shared segment: Distribution & Misc.
Side-by-side
| Applied Optoelectronics | Fabrinet | |
|---|---|---|
| Market cap | $11.4B | $20.1B |
| Revenue | $456M (FY2025) | $3.4B (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | niche | major |
| Country | United States | Thailand |
| Tracked suppliers | 3 | 3 |
| Tracked customers | 5 | 5 |
| Chokepoint / criticality | 50/100 | 68/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-08-12. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Applied Optoelectronics and Fabrinet compare
- Size: Fabrinet is the larger company by market cap.
- Revenue: Fabrinet reports higher tracked revenue.
- Supply-chain criticality: Fabrinet has the higher chokepoint score (68/100 vs 50/100).
- Footprint: Applied Optoelectronics (United States) vs Fabrinet (Thailand).
Company hubs
Applied Optoelectronics · Fabrinet · Distribution & Misc segment