Applied Optoelectronics vs InnoLight Technology

Both are primarily Photonics & Optics companies. InnoLight Technology is larger by market cap ($135.7B vs $9.0B). InnoLight Technology reports higher tracked revenue ($5.7B vs $456M).

See all 59 Distribution & Misc companies →

Track the chain

What moved in the semiconductor supply chain — This Week in the Chain, the free weekly wafergraph briefing.

Subscribe to the free weekly briefing →

Free · no login · 615 companies, updated weekly

Side-by-side

Applied OptoelectronicsInnoLight Technology
Market cap$9.0B$135.7B
Revenue$456M (FY2025)$5.7B (FY2025)
Primary segmentPhotonics & OpticsPhotonics & Optics
Market positionnicheleader
CountryUnited StatesChina
Tracked suppliers33
Tracked customers55
Chokepoint / criticality50/10081/100

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 Applied Optoelectronics and InnoLight Technology compare

  • Size: InnoLight Technology is the larger company by market cap.
  • Revenue: InnoLight Technology reports higher tracked revenue.
  • Supply-chain criticality: InnoLight Technology has the higher chokepoint score (81/100 vs 50/100).
  • Footprint: Applied Optoelectronics (United States) vs InnoLight Technology (China).

Company hubs

Applied Optoelectronics · InnoLight Technology · Distribution & Misc segment

Open the interactive comparison tool →

Cite as: wafergraph, “Applied Optoelectronics vs InnoLight Technology”, https://wafergraph.com/compare/applied_opto-vs-innolight (data as of 2026-10-09).

Frequently asked questions3
Is Applied Optoelectronics bigger than InnoLight Technology?
InnoLight Technology is larger by market cap ($135.7B vs $9.0B).
What's the difference between Applied Optoelectronics and InnoLight Technology?
Applied Optoelectronics is a niche in Photonics & Optics based in United States; InnoLight Technology is a leader in Photonics & Optics based in China. Both operate in the Distribution & Misc segment.
Who are Applied Optoelectronics's and InnoLight Technology's suppliers?
wafergraph tracks 3 suppliers for Applied Optoelectronics and 3 for InnoLight Technology.