AIAI Infrastructure Map
CompaniesInsightsMapsCompareNewsletterWatchlistStrategy

Company comparison

Lumentum vs Coherent

A neutral comparison of Lumentum and Coherent in optical infrastructure, photonics components, and data center connectivity.

Research fieldLumentumCoherent
CategoryOptical components and lasersBroad photonics, optics, and engineered materials
Business roleSupplier of optical components and lasers for communications and industrial marketsSupplier across optical communications, lasers, materials, and photonics systems
AI infrastructure exposureRelevant to high-speed optical links and optical component demandRelevant to optical communications, lasers, and photonics components used in data infrastructure
Key technologies
  • Lasers
  • Optical components
  • Photonic integration
  • Datacom optics
  • Lasers
  • Engineered materials
  • Photonics components
Maturity levelCore SupplierCore Supplier
Risk levelMediumMedium
Competitors
  • Coherent
  • Corning
  • Applied Optoelectronics
  • Lumentum
  • Corning
  • Applied Optoelectronics
Related companies
  • Fabrinet
  • Applied Optoelectronics
  • Corning
  • Fabrinet
  • POET Technologies
  • Corning

Key Companies

Lumentum

LITE · Public · United States

Medium risk

Optical component and laser supplier with relevance to high-speed data center connectivity and photonics roadmaps.

4/5

Related Articles