Photonics & Optics companies

Market share

Photonics & Optics market share 2024

Companies

• InnoLight Technology — Leading optical transceiver maker for AI data centers. leader · SZSE:300308 · $5.7B rev · China
• Corning Incorporated — Optical fiber, cable, and glass materials maker; top global producer of optical fiber for AI data center interconnect and a first-mover in glass-core substrates for advanced chip packaging. leader · NYSE:GLW · $15.6B rev · United States
• Hamamatsu Photonics — Leading maker of photonic devices, sensors, and light sources. leader · TSE:6965 · $883M rev · Japan
• Eoptolink Technology — Optical transceiver maker for AI data centers. major · SZSE:300502 · $3.7B rev · China
• Coherent — Photonics conglomerate: optical transceivers, lasers, SiC materials. major · NYSE:COHR · $5.8B rev · United States
• Lumentum Holdings — Optical components and lasers for datacom transceivers and 3D sensing. major · NASDAQ:LITE · $1.6B rev · United States
• Nokia — Telecom and data-center networking systems and optical transport. major · NYSE:NOK · $21.5B rev · Finland
• Ciena — Optical networking and coherent transport for data-center interconnect. major · NYSE:CIEN · $4.8B rev · United States
• Sumitomo Electric Industries — Optical fiber, compound-semiconductor devices, and EV power modules. major · TSE:5802 · $32.2B rev · Japan
• Accelink Technologies — Chinese optical component and transceiver maker. major · SZSE:002281 · $1.8B rev · China
• Fabrinet — Contract manufacturer of optical and photonic components. major · NYSE:FN · $3.4B rev · Thailand
• Furukawa Electric — Optical fiber, components, and electronic materials maker. major · TSE:5801 · $7.6B rev · Japan
• Ayar Labs — Co-packaged optical I/O chiplets for AI compute interconnect. challenger · United States
• Celestial AI — Optical interconnect (Photonic Fabric) startup for AI; being acquired by Marvell (definitive agreement announced, expected close ~Q1 CY2026). challenger · United States
• EFFECT Photonics — Eindhoven fabless coherent-transceiver company delivering compact InP coherent modules for metro and DCI. challenger · Netherlands
• Lightmatter — Photonic interconnect and compute startup for AI data centers. challenger · United States
• Ranovus Inc. — Ottawa CPO startup with the monolithic ODIN electro-photonic chip platform for AI datacenter interconnects. challenger · Canada
• Applied Optoelectronics — Optical transceiver and component maker. niche · NASDAQ:AAOI · $456M rev · United States
• Aeva Technologies — FMCW lidar-on-chip sensors for automotive and industrial use. niche · NASDAQ:AEVA · $18M rev · United States
• POET Technologies — Optical interposer and engine maker for transceivers. niche · NASDAQ:POET · $1M rev · Canada
• Avicena Tech Corp. — Sunnyvale startup pioneering low-power microLED-based optical interconnects for chip-to-chip AI links. niche · United States
• nLight — Semiconductor and fiber laser maker. niche · NASDAQ:LASR · $261M rev · United States
• OpenLight Photonics, Inc. — Silicon photonics IP company licensing integrated laser-on-silicon PDKs for AI datacenter interconnects. niche · United States
• Source Photonics — Optical transceivers for data-center and telecom networks. niche · United States