Applied Optoelectronics vs Fabrinet
Both are primarily Photonics & Optics companies. Fabrinet is larger by market cap ($17.5B vs $9.0B). Fabrinet reports higher tracked revenue ($4.6B vs $456M).
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Side-by-side
| Applied Optoelectronics | Fabrinet | |
|---|---|---|
| Market cap | $9.0B | $17.5B |
| Revenue | $456M (FY2025) | $4.6B (FY2026) |
| 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 2026-10-09. 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
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Cite as: wafergraph, “Applied Optoelectronics vs Fabrinet”, https://wafergraph.com/compare/applied_opto-vs-fabrinet (data as of 2026-10-09).
Frequently asked questions3
- Is Applied Optoelectronics bigger than Fabrinet?
- Fabrinet is larger by market cap ($17.5B vs $9.0B).
- What's the difference between Applied Optoelectronics and Fabrinet?
- Applied Optoelectronics is a niche in Photonics & Optics based in United States; Fabrinet is a major in Photonics & Optics based in Thailand. Both operate in the Distribution & Misc segment.
- Who are Applied Optoelectronics's and Fabrinet's suppliers?
- wafergraph tracks 3 suppliers for Applied Optoelectronics and 3 for Fabrinet.