Lumentum Holdings
As of 2026-10-09, Lumentum Holdings has 4 tracked suppliers and 22 tracked customers in this dataset; its largest supplier by market cap is Broadcom.
Sourced from 1 reference — primary source — last verified .
Optical components and lasers for datacom transceivers and 3D sensing.
- Ticker
- NASDAQ: LITE
- Headquarters
- Milpitas
- Founded
- 2015
- Revenue
- $3.0B (FY2026) · +83.2% YoY
- Net income
- $-6.9B
- Operating margin
- 17.4%
- Market position
- major
- Value-chain segment
- Photonics & Optics
- Key products
- EMLs, VCSELs
About Lumentum Holdings
Lumentum Holdings, headquartered in United States, operates in the Photonics & Optics segment of the semiconductor & AI supply chain and is positioned as a market major there. Its key products include EMLs, VCSELs. wafergraph maps 4 tracked suppliers and 22 tracked customers for Lumentum Holdings across the value chain. It has a supply-chain criticality score of 68/100, with 235 companies downstream of it.
Role in the chain
Lumentum Holdings is a market major in Distribution & Misc (Photonics & Optics), headquartered in United States. Optical components and lasers for datacom transceivers and 3D sensing.
Diligence questions
- The dataset records 4 tracked suppliers for Lumentum Holdings. Which of those edges are researched (named in a filing or primary source) versus segment-inferred, and what happens if one of them stops shipping?
- 2 of Lumentum Holdings's tracked suppliers are a monopoly or leader (including Broadcom, IQE). Which of those are actually single-source for the process step you care about?
- The dataset names 22 tracked customers for Lumentum Holdings. How concentrated is demand among those names, and which of them have a documented second source in this graph?
- Lumentum Holdings is headquartered in United States. What jurisdiction, export-control or logistics risk sits at that HQ, versus at the fabs or plants the filings actually name?
- Lumentum Holdings trades as NASDAQ:LITE. What does the latest reported period say about capacity and backlog versus the graph position above?
- Before treating any edge as a verified relationship, check the provenance labels on the company page and the method note at /methodology.
Key products
- EMLs
- VCSELs
Suppliers
Customers
- NVIDIA · relationship
- Apple · relationship
- Arista Networks · relationship
- Cisco Systems · relationship
- Coherent · relationship
- Ayar Labs · relationship
- InnoLight Technology · relationship
- Eoptolink Technology · relationship
- Accelink Technologies · relationship
- Fabrinet · relationship
- Applied Optoelectronics · relationship
- nLight · relationship
- Hamamatsu Photonics · relationship
- Lightmatter · relationship
- Celestial AI · relationship
- POET Technologies · relationship
- Aeva Technologies · relationship
- Ciena · relationship
- Source Photonics · relationship
- Sumitomo Electric Industries · relationship
- Furukawa Electric · relationship
- Nokia · relationship
More Distribution & Misc companies
Compare with
InnoLight Technology · Corning Incorporated · Eoptolink Technology · Ciena · Coherent · Nokia
Sources
Open the interactive supply-chain view →
Cite as: wafergraph, “Lumentum Holdings — supply chain, financials & market position”, https://wafergraph.com/company/lumentum (data as of 2026-10-09).
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