Optical suppliers / lumentum
Lumentum
United States
- Primary speed / form
- EML components + 800G / 1.6T — OSFP
- Datacom market share
- ~5%Site estimate
- 1.6T transition status
- Sampling
- Tech route
- 200G/lane EML lasers (merchant supplier to other module makers) + own transceiver modules via Cloud Light
- Key customers
- Hyperscalers, Module makers (merchant EML)
- Notes
- Transceiver-module business (acquired with Cloud Light) is in early ramp; Lumentum is also a major merchant EML laser supplier to other module makers, so its share as a module vendor understates its role in the chain. The 5% is a directional module-vendor estimate.