InnoLight Technology vs Lumentum Holdings

Both are primarily Photonics & Optics companies. InnoLight Technology is larger by market cap ($141.0B vs $97.4B). InnoLight Technology reports higher tracked revenue ($5.7B vs $3.0B).

Shared segment: Distribution & Misc.

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Side-by-side

InnoLight TechnologyLumentum Holdings
Market cap$141.0B$97.4B
Revenue$5.7B (FY2025)$3.0B (FY2026)
Primary segmentPhotonics & OpticsPhotonics & Optics
Market positionleadermajor
CountryChinaUnited States
Tracked suppliers34
Tracked customers522
Chokepoint / criticality81/10068/100

Market caps/revenue from the wafergraph dataset · data as of 2026-10-04. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.

How InnoLight Technology and Lumentum Holdings 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 68/100).
  • Footprint: InnoLight Technology (China) vs Lumentum Holdings (United States).

Company hubs

InnoLight Technology · Lumentum Holdings · Distribution & Misc segment

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Cite as: wafergraph, “InnoLight Technology vs Lumentum Holdings”, https://wafergraph.com/compare/innolight-vs-lumentum (data as of 2026-10-04).

Frequently asked questions3
Is InnoLight Technology bigger than Lumentum Holdings?
InnoLight Technology is larger by market cap ($141.0B vs $97.4B).
What's the difference between InnoLight Technology and Lumentum Holdings?
InnoLight Technology is a leader in Photonics & Optics based in China; Lumentum Holdings is a major in Photonics & Optics based in United States. Both operate in the Distribution & Misc segment.
Who are InnoLight Technology's and Lumentum Holdings's suppliers?
wafergraph tracks 3 suppliers for InnoLight Technology and 4 for Lumentum Holdings; Lumentum Holdings's include Fabrinet, IQE, Coherent.