Lumentum Holdings vs Wiwynn
Wiwynn is larger by market cap ($104.3B vs $63.8B). Wiwynn reports higher tracked revenue ($29.5B vs $1.6B). Lumentum Holdings's primary segment is Photonics & Optics; Wiwynn's is Systems & ODM (AI servers).
Shared segment: Distribution & Misc.
Side-by-side
| Lumentum Holdings | Wiwynn | |
|---|---|---|
| Market cap | $63.8B | $104.3B |
| Revenue | $1.6B (FY2025) | $29.5B (FY2025) |
| Primary segment | Photonics & Optics | Systems & ODM (AI servers) |
| Market position | major | major |
| Country | United States | Taiwan |
| Tracked suppliers | 4 | 3 |
| Tracked customers | 22 | 5 |
| Chokepoint / criticality | 68/100 | 8/100 |
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 Wiwynn compare
- Size: Wiwynn is the larger company by market cap.
- Revenue: Wiwynn reports higher tracked revenue.
- Supply-chain criticality: Lumentum Holdings has the higher chokepoint score (68/100 vs 8/100).
- Footprint: Lumentum Holdings (United States) vs Wiwynn (Taiwan).