Aeva Technologies vs Applied Optoelectronics
Both are primarily Photonics & Optics companies. Applied Optoelectronics is larger by market cap ($9.0B vs $950M). Applied Optoelectronics reports higher tracked revenue ($456M vs $18M).
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Side-by-side
| Aeva Technologies | Applied Optoelectronics | |
|---|---|---|
| Market cap | $950M | $9.0B |
| Revenue | $18M (FY2025) | $456M (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | niche | niche |
| Country | United States | United States |
| Tracked suppliers | 4 | 3 |
| Tracked customers | 3 | 5 |
| Chokepoint / criticality | 50/100 | 50/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-10-09. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Aeva Technologies and Applied Optoelectronics compare
- Size: Applied Optoelectronics is the larger company by market cap.
- Revenue: Applied Optoelectronics reports higher tracked revenue.
- Supply-chain criticality: Both companies have the same chokepoint score (50/100).
- Footprint: Aeva Technologies (United States) vs Applied Optoelectronics (United States).
Company hubs
Aeva Technologies · Applied Optoelectronics · Distribution & Misc segment
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Cite as: wafergraph, “Aeva Technologies vs Applied Optoelectronics”, https://wafergraph.com/compare/aeva-vs-applied_opto (data as of 2026-10-09).
Frequently asked questions3
- Is Aeva Technologies bigger than Applied Optoelectronics?
- Applied Optoelectronics is larger by market cap ($9.0B vs $950M).
- What's the difference between Aeva Technologies and Applied Optoelectronics?
- Aeva Technologies is a niche in Photonics & Optics based in United States; Applied Optoelectronics is a niche in Photonics & Optics based in United States. Both operate in the Distribution & Misc segment.
- Who are Aeva Technologies's and Applied Optoelectronics's suppliers?
- wafergraph tracks 4 suppliers for Aeva Technologies and 3 for Applied Optoelectronics — Aeva Technologies's include TSMC, Coherent, Lumentum Holdings.