Coherent vs Lumentum
Coherent and Lumentum are both placed on 4 of the same AI data center parts in this catalog, spanning layer 3. Coherent appears on 6 parts in total and Lumentum on 4.
At a glance
| Coherent | Lumentum | |
|---|---|---|
| Ownership | public | public |
| Headquarters | Saxonburg, United States | San Jose, United States |
| Primary listing | COHR | LITE |
| Market cap | 41.2B USD | 68.5B USD |
| Parts placed | 6 | 4 |
| Layers covered | 3 | 1 |
| Units / subsidiaries | 0 | 0 |
| Seen in machines | 1 | 2 |
Market caps are a nightly snapshot in each listing's own currency, never converted.
What the shared parts are
- Optical transceivers — Pluggable optical modules that convert electrical signals to light for transmission over fiber between switches and servers, sold at 400G, 800G, and 1.6T speeds.
- Lasers — The laser sources — EML, CW/DFB, and VCSEL types — that generate the light signal inside optical transceivers and co-packaged optics.
- External laser sources — Laser sources supplied externally to co-packaged optics designs rather than integrated on the photonic chip itself.
- DCI / coherent optics — Coherent optical systems that carry data center interconnect (DCI) traffic between buildings on a campus or between metro sites, distinct from the shorter-reach optics inside a data hall.
The 4 parts both make
| Part | Coherent | Lumentum |
|---|---|---|
| Optical transceivers Layer 3 — Networking & interconnect | manufacturer disclosed | manufacturer disclosed |
| Lasers Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
| External laser sources Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
| DCI / coherent optics Layer 3 — Networking & interconnect | manufacturer inferred | manufacturer inferred |
Only Coherent
- 800 V DC architecture & solid-state transformers layer 7
- GaN and SiC layer 4
Only Lumentum
Every part Lumentum is placed on is shared with the other company.
Named in the same machines
- Nvidia GB300 NVL72 rack teardown
Questions
- Do Coherent and Lumentum compete?
- In this catalog they are both placed on 4 of the same parts, across 1 layer: Optical transceivers, Lasers, External laser sources, DCI / coherent optics. Sharing a part does not mean selling the same product to the same buyer, so read each row's product note.
- Which has more placements, Coherent or Lumentum?
- Coherent has 6 placements and Lumentum has 4. Placement counts reflect how thoroughly each company has been catalogued as well as its real breadth, so they are not a ranking.
Generated from the catalog's part-to-company table. Each placement is tagged disclosed, reported or inferred; see sources & method. Neither company is endorsed or ranked here.