Hon Hai (Foxconn) vs Lumentum Holdings
Hon Hai (Foxconn) is larger by market cap ($117.4B vs $63.8B). Hon Hai (Foxconn) reports higher tracked revenue ($251.5B vs $1.6B). Hon Hai (Foxconn)'s primary segment is Systems & ODM (AI servers); Lumentum Holdings's is Photonics & Optics.
Shared segment: Distribution & Misc.
Side-by-side
| Hon Hai (Foxconn) | Lumentum Holdings | |
|---|---|---|
| Market cap | $117.4B | $63.8B |
| Revenue | $251.5B (FY2025) | $1.6B (FY2025) |
| Primary segment | Systems & ODM (AI servers) | Photonics & Optics |
| Market position | leader | major |
| Country | Taiwan | United States |
| Tracked suppliers | 20 | 4 |
| Tracked customers | 9 | 22 |
| Chokepoint / criticality | 81/100 | 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 Hon Hai (Foxconn) and Lumentum Holdings compare
- Size: Hon Hai (Foxconn) is the larger company by market cap.
- Revenue: Hon Hai (Foxconn) reports higher tracked revenue.
- Supply-chain criticality: Hon Hai (Foxconn) has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Hon Hai (Foxconn) (Taiwan) vs Lumentum Holdings (United States).
Company hubs
Hon Hai (Foxconn) · Lumentum Holdings · Distribution & Misc segment