Lumentum Holdings vs Quanta Computer
Lumentum Holdings is larger by market cap ($63.8B vs $41.4B). Quanta Computer reports higher tracked revenue ($65.9B vs $1.6B). Lumentum Holdings's primary segment is Photonics & Optics; Quanta Computer's is Systems & ODM (AI servers).
Shared segment: Distribution & Misc.
Side-by-side
| Lumentum Holdings | Quanta Computer | |
|---|---|---|
| Market cap | $63.8B | $41.4B |
| Revenue | $1.6B (FY2025) | $65.9B (FY2025) |
| Primary segment | Photonics & Optics | Systems & ODM (AI servers) |
| Market position | major | leader |
| Country | United States | Taiwan |
| Tracked suppliers | 4 | 17 |
| Tracked customers | 22 | 6 |
| Chokepoint / criticality | 68/100 | 81/100 |
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 Lumentum Holdings and Quanta Computer compare
- Size: Lumentum Holdings is the larger company by market cap.
- Revenue: Quanta Computer reports higher tracked revenue.
- Supply-chain criticality: Quanta Computer has the higher chokepoint score (81/100 vs 68/100).
- Footprint: Lumentum Holdings (United States) vs Quanta Computer (Taiwan).
Company hubs
Lumentum Holdings · Quanta Computer · Distribution & Misc segment