What's the difference between Applied Optoelectronics and POET Technologies?

Applied Optoelectronics is a niche in Photonics & Optics based in United States; POET Technologies is a niche in Photonics & Optics based in Canada. Both operate in the Distribution & Misc segment.

Who are Applied Optoelectronics's and POET Technologies's suppliers?

wafergraph tracks 3 suppliers for Applied Optoelectronics and 3 for POET Technologies.

Applied Optoelectronics vs POET Technologies

Both are primarily Photonics & Optics companies. Applied Optoelectronics is larger by market cap ($9.0B vs $1.2B). Applied Optoelectronics reports higher tracked revenue ($456M vs $1M).

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Side-by-side

	Applied Optoelectronics	POET Technologies
Market cap	$9.0B	$1.2B
Revenue	$456M (FY2025)	$1M (FY2025)
Primary segment	Photonics & Optics	Photonics & Optics
Market position	niche	niche
Country	United States	Canada
Tracked suppliers	3	3
Tracked customers	5	3
Chokepoint / criticality	50/100	50/100

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 POET Technologies compare

Size: Applied Optoelectronics is the larger company by market cap.
Revenue: Applied Optoelectronics reports higher tracked revenue.
Supply-chain criticality: Both companies have the same chokepoint score (50/100).
Footprint: Applied Optoelectronics (United States) vs POET Technologies (Canada).

Company hubs

Applied Optoelectronics · POET Technologies · Distribution & Misc segment

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Cite as: wafergraph, “Applied Optoelectronics vs POET Technologies”, https://wafergraph.com/compare/applied_opto-vs-poet (data as of 2026-10-09).

Frequently asked questions3

Is Applied Optoelectronics bigger than POET Technologies?: Applied Optoelectronics is larger by market cap ($9.0B vs $1.2B).
What's the difference between Applied Optoelectronics and POET Technologies?: Applied Optoelectronics is a niche in Photonics & Optics based in United States; POET Technologies is a niche in Photonics & Optics based in Canada. Both operate in the Distribution & Misc segment.
Who are Applied Optoelectronics's and POET Technologies's suppliers?: wafergraph tracks 3 suppliers for Applied Optoelectronics and 3 for POET Technologies.