Who Lumentum buys from and sells to
Makes indium phosphide lasers, transceivers and optical switches for AI data centres and telecom networks.
Buys from 3
Where the chain could break
- Two customers were 26.6% and 15.0% of FY2026 revenue (10-K)
- Laser chips sold out; new Greensboro InP fab not producing until about 2028
Competes with
- CoherentCOHRlasers and transceivers, sold to the same buyers
- BroadcomAVGOEML lasers and co-packaged optics
- InnoLightcloud transceivers on price
Mapped by hand from filings and company reporting, as of October 2026. It shows the relationships that matter most, not every contract: most are never disclosed, and agreements change.