Applied Optoelectronics vs InnoLight Technology

InnoLight Technology is larger by market cap ($152.6B vs $11.4B). InnoLight Technology reports higher tracked revenue ($5.7B vs $456M). Both are primarily Photonics & Optics companies.

Shared segment: Distribution & Misc.

Side-by-side

Applied OptoelectronicsInnoLight Technology
Market cap$11.4B$152.6B
Revenue$456M (FY2025)$5.7B (FY2025)
Primary segmentPhotonics & OpticsPhotonics & Optics
Market positionnicheleader
CountryUnited StatesChina
Tracked suppliers33
Tracked customers55
Chokepoint / criticality50/10081/100

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 InnoLight Technology compare

  • Size: InnoLight Technology is the larger company by market cap.
  • Revenue: InnoLight Technology reports higher tracked revenue.
  • Supply-chain criticality: InnoLight Technology has the higher chokepoint score (81/100 vs 50/100).
  • Footprint: Applied Optoelectronics (United States) vs InnoLight Technology (China).

Company hubs

Applied Optoelectronics · InnoLight Technology · Distribution & Misc segment

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