Lumentum
Lumentum supplies the EML lasers inside most 800G and 1.6T modules and sells its own 1.6T OSFP transceivers, including a transmit-retimed (TRO) version at 16 W. Cloud & Networking brought in US$1.41B of its US$1.65B fiscal 2025 revenue.
Facts
Source per value- Role Where the company sits in the optics supply chain: pluggable module maker, DSP and chip supplier, laser and component maker, network OEM that sells its own optics, contract manufacturer, optical I/O and co-packaged optics developer, or active electrical cable maker.
- Lasers & components 1
- Top speed Gb/s Highest module or chip application rate documented in the cited sources, in Gb/s (1600 = 1.6T). A historical catalog or announcement is not proof of today’s maximum or volume shipments.
- 1,600 2
- Speeds Data-center speed grades in the current portfolio, as the company lists them.
- 800G, 1.6T; 1.6T DR4 with 400G EMLs (prototype) 4
- 1.6T status Evidence for the 1.6T module or chip: volume/revenue shipping, customer sampling, or public demo/announcement. Blank means no dated status established; inspect the source date.
- Not published
- Form factors Pluggable form factors offered (QSFP28, QSFP56, QSFP112, QSFP-DD, OSFP, OSFP-XD and so on), or the package type for chips and engines.
- OSFP 2
- LPO / LRO Offers linear pluggable optics (LPO) or linear receive optics (LRO), or the drivers, TIAs or DSPs built for them.
- Yes 3
- CPO / optical I/O Offers co-packaged optics, optical engines for CPO, or optical I/O chiplets.
- Not published
- Silicon photonics Identifies silicon photonics in a published product, design or demonstration. This flag does not establish volume shipments.
- Yes 2
- Coherent (ZR) Offers coherent pluggables or coherent DSPs (400ZR, ZR+, 800ZR) for data center interconnect.
- Not published
- Lasers Laser technologies the company makes or uses: VCSEL, EML, DML, CW lasers for silicon photonics, or tunable lasers.
- EML (200G, 400G differential), ultra-high-power CW lasers for silicon photonics and CPO, VCSEL 4
- Reaches Reach classes offered, from SR (multimode, about 100 m) through DR, FR and LR (single-mode, 500 m to 10 km) to ZR (80 km and beyond).
- 2xDR4 (500 m) 2
- Named customers Hyperscaler or major customers the company or its filings name publicly.
- NVIDIA (named silicon photonics ecosystem partner) 5
- Revenue Reported annual revenue in the original currency and fiscal year. Figures may cover an entire group and periods differ; this is not an optics market-share ranking.
- US$1.645B (FY2025, ended Jun 2025) 1
- Optics revenue share Share or amount of revenue from optical transceivers, datacom or the relevant segment, where a filing or earnings release states it.
- Cloud & Networking US$1.41B, 86% of FY2025 revenue 1
- Listing Stock exchange and ticker, or Private.
- NASDAQ: LITE 1
- Manufacturing Countries where the company states it manufactures.
- Not published
- Parent Owner company for subsidiaries and acquired businesses.
- Not published
Sources
- Lumentum: fourth quarter and full fiscal year 2025 results (12 Aug 2025) accessed 2026-11-11
- Lumentum: 1.6T 2xDR4 OSFP transceiver module accessed 2026-11-11
- Lumentum: 1.6T 2xDR4 TRO OSFP transceiver module accessed 2026-11-11
- Lumentum: technologies for scale-out, scale-up and scale-across AI at OFC 2026 accessed 2026-11-11
- NVIDIA: Spectrum-X Photonics co-packaged optics switches (18 Mar 2025) accessed 2026-11-11
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