On the Record · Lumentum
Lumentum competitors, on the record
The companies whose own annual reports name Lumentum as a competitor, each with the sentence it appears in and the filing it came from.
Who Lumentum names
Lumentum’s annual reports for 2024 to 2026 describe its competition by kind of business and do not name competing companies.
Who names Lumentum
Companies whose own annual reports name Lumentum as a competitor.
Word for word“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.” 10-K for 2026
Word for word“We compete against a number of large public and private companies including IPG Photonics Corporation, Lumentum Holdings Inc., MKS Instruments, Inc., Novanta Inc., nLIGHT, Inc., II-VI Incorporated, Wuhan Raycus Fiber Laser Technologies Co., Ltd, and TRUMPF GmbH, as well as other smaller companies.” 10-K for 2021
Word for word“Our principal competitors for optical transceivers sold for data communication applications include Applied Optoelectronics, Foxconn, Innolight, Lumentum, and Sumitomo.” 10-K for 2019
Word for word“Competition in the optical subsystems and pluggable optics market includes, but is not limited to, Cisco (via their acquisition of Acacia), Lumentum, Marvell and Coherent, as well as a wide range of China-based suppliers.” 10-K for 2024
Word for word“In the materials processing market, we compete with makers of fiber lasers and other lasers, such as Coherent, Inc., JPT Opto-Electronics Co. Ltd., Laserline GmbH, Lumentum Holdings Inc., Maxphotonics Co., Ltd., MKS Instruments, Inc., nLight, Inc., Trumpf GmbH + Co. KG and Wuhan Raycus Fiber Laser Technologies Co. Ltd., as well as other smaller competitors.” 10-K for 2025
Word for word“In the module and cable interconnect segment, we compete with II-VI, AOI, Innolight, Lumentum, and others.” 10-K for 2019
Word for word“In PSD, Trumpf Group, Lumentum Holdings Inc., IPG Photonics Corporation, EdgeWave GmbH and Amplitude Laser Group offer products that compete with our laser products.” 10-K for 2025
Read from Lumentum’s annual reports (10-K for 2026, 10-K for 2025, 10-K for 2024) and the financial data it files with the SEC, as of 2026-08-17. Every quotation is word for word from the filing linked beside it; how these pages are built and checked. The full record is in its company data sheet.