Lumentum Holdings → Applied Optoelectronics
As of 2026-09-05, Lumentum Holdings is a tracked supplier of Applied Optoelectronics. Lumentum Holdings is a major in Distribution & Misc (headquartered in United States); Applied Optoelectronics is a niche in Distribution & Misc (headquartered in United States). Lumentum Holdings has 22 tracked customers; Applied Optoelectronics has 3 tracked suppliers.
Data as of 2026-09-05 · relationship type: tracked supplier → customer · both names resolve in companies.json · no dollar amount is shown unless it already sits on a company record, and none is invented here
Why this edge matters
Lumentum Holdings (major in Distribution & Misc) is a tracked supplier of Applied Optoelectronics (niche in Distribution & Misc). Optical components and lasers for datacom transceivers and 3D sensing. Optical transceiver and component maker. The edge is one of 3 tracked suppliers of Applied Optoelectronics and one of 22 tracked customers of Lumentum Holdings.
Source: derived from both company records and the counted edges.
Concentration / risk note
Applied Optoelectronics has only 3 tracked suppliers in this dataset. Concentration on the supplier side is high.
Basis: few suppliers. Omitted on edges where the graph does not back a concentration claim.
The two companies
Lumentum Holdings (supplier)
Optical components and lasers for datacom transceivers and 3D sensing.
Applied Optoelectronics (customer)
Optical transceiver and component maker.
Other tracked suppliers of Applied Optoelectronics
Other tracked customers of Lumentum Holdings
Cite as: wafergraph, “Lumentum Holdings → Applied Optoelectronics — supplier relationship in the semiconductor supply chain”, https://wafergraph.com/relationship/lumentum/applied_opto/ (data as of 2026-09-05).
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