Lumentum Holdings supply chain risk
As of 2026-10-09, Lumentum Holdings depends on 4 tracked suppliers headquartered in 3 countries (2 of them in the United States). 2 of those suppliers hold a monopoly or leader position in their own segment, led by Broadcom and IQE. Lumentum Holdings itself carries a supply-chain criticality score of 68/100, with 235 tracked companies downstream of it.
Data as of 2026-10-09 · suppliers are the curated key_supplier edges in the wafergraph dataset (researched or segment-inferred — see /methodology) · criticality is the graph-derived chokepoint score, 0–100
Dominant and single-source suppliers
- Broadcom — leader in Networking Silicon, United States
- IQE — leader in Silicon Wafers, United Kingdom
A monopoly or leader supplier is the hardest to replace. These are the edges to watch first.
Suppliers by country
- United States — 2 suppliers (50%)
- United Kingdom — 1 supplier (25%)
- Thailand — 1 supplier (25%)
All 4 tracked suppliers
| Supplier | Segment | Position | Country | Criticality |
|---|---|---|---|---|
| Broadcom | Networking Silicon | leader | United States | 81/100 |
| IQE | Silicon Wafers | leader | United Kingdom | 81/100 |
| Coherent | Photonics & Optics | major | United States | 68/100 |
| Fabrinet | Photonics & Optics | major | Thailand | 68/100 |
Downstream exposure
- Criticality score: 68/100
- Companies downstream of Lumentum Holdings: 235
- Tracked market cap downstream (priced companies only): $35.85T across 146 priced companies
Frequently asked questions3
- How many suppliers does Lumentum Holdings have?
- wafergraph tracks 4 key suppliers for Lumentum Holdings, across 3 countries.
- Which of Lumentum Holdings's suppliers are single-source risks?
- Broadcom and IQE hold monopoly or leader positions in their segments, which makes them the hardest suppliers for Lumentum Holdings to replace.
- What is Lumentum Holdings's supply-chain criticality score?
- Lumentum Holdings scores 68/100 on wafergraph's chokepoint criticality index, with 235 tracked companies downstream.
Cite as: wafergraph, “Lumentum Holdings supply chain risk — 4 suppliers, single-source exposure & criticality”, https://wafergraph.com/supply-chain-risk/lumentum (data as of 2026-10-09).
Open Lumentum Holdings's supplier graph →
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