Lumentum — Supply Chain & Business Relationships
Every relationship below is sourced to a verbatim quote from a public company filing that names the counterparty, with a one-click link to the original document.
Click a company to open its map · drag to explore · hover a line to read the source quote. Green = supplies · orange dashed = competes · blue = partners · purple = ownership · grey dashed = suspended · how to read this data.
See Lumentum in the full map →
1 supplier1 customer2 competitors4 source filings
Featured in supply-chain maps: Semiconductor Equipment & Materials
Customers (companies it supplies)
Supplies to →
Fiberhome Technologies
Filed 2025-08-19 · 321 days ago
“Other customers, such as FiberHome Technologies Group”— LITE 10-K, filed 2025-08-19 · View source filing ↗
Suppliers (companies that supply it)
Supplied by ←
Fabrinet
Filed 2025-08-19 · 321 days ago
“Significant customers Total revenues, by percentage, from individual customers representing 10% or more of total revenues in the respective periods were as follows: … Lumentum Operations LLC * * 15.4 %”— FN 10-K, filed 2025-08-19 · View source filing ↗
Competitors
Competes with ↔
NVIDIA
Filed 2026-02-25 · 131 days ago
“Our current competitors include: … • networking products consisting of switches, network adapters (including DPUs), and cable solutions (including optical modules) include such as AMD, Arista Networks, Broadcom, Cisco Systems, Inc., Hewlett Packard Enterprise Company, Huawei, Intel, Lumentum Holdings Inc., and Marvell Technology, Inc, as well as internal teams of system vendors and large cloud services companies.”— NVDA 10-K, filed 2026-02-25 · View source filing ↗
Competes with ↔
MKSI
Filed 2026-02-24 · 132 days ago
“In PSD, Trumpf Group, Lumentum Holdings Inc., IPG Photonics Corporation, EdgeWave GmbH and Amplitude Laser Group offer products that compete with our laser products.”— MKSI 10-K, filed 2026-02-24 · View source filing ↗