Applied Optoelectronics competitors

As of 2026-09-05, Applied Optoelectronics's closest competitors in Photonics & Optics are InnoLight Technology, Corning Incorporated and Hamamatsu Photonics. wafergraph tracks 24 companies in Photonics & Optics; Applied Optoelectronics is positioned as a market niche there with a market cap of $9.0B, and the largest competitor by market cap is InnoLight Technology at $141.9B.

Data as of 2026-09-05 · peers = companies sharing Applied Optoelectronics's primary Photonics & Optics segment in the wafergraph taxonomy · ordered by market position, then market cap

Who competes with Applied Optoelectronics

Suppliers Applied Optoelectronics shares with its competitors

  • Broadcom shared with 9 of Applied Optoelectronics's top competitors
  • Coherent shared with 8 of Applied Optoelectronics's top competitors
  • Lumentum Holdings shared with 8 of Applied Optoelectronics's top competitors

A supplier shared across rivals is a segment-level chokepoint: if it fails, the whole peer group feels it at once.

Customers Applied Optoelectronics shares with its competitors

  • NVIDIA shared with 9 of Applied Optoelectronics's top competitors
  • Arista Networks shared with 9 of Applied Optoelectronics's top competitors
  • Cisco Systems shared with 9 of Applied Optoelectronics's top competitors
  • Broadcom shared with 3 of Applied Optoelectronics's top competitors

Cite as: wafergraph, “Applied Optoelectronics competitors — 23 rivals in Photonics & Optics, compared”, https://wafergraph.com/competitors/applied_opto (data as of 2026-09-05).

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