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Lumentum — 供應鏈與商業關係

下方的每一段關係都源自公開公司申報文件中的逐字引用,點名了交易對手,並附有一鍵連結至原始文件。

點擊公司開啟其地圖 · 拖曳探索 · 游標懸停連線可閱讀來源引文。綠=供應 · 橘虛線=競爭 · 藍=合作 · 紫=持股 · 灰虛線=暫停 · 如何閱讀這些資料

1 家供應商1 家客戶2 家競爭對手4 份來源申報文件

客戶(其供應的公司)

供應給 → Fiberhome Technologies
申報於 2025-08-19 · 326 天前
“Other customers, such as FiberHome Technologies Group”
— LITE 10-K,申報於 2025-08-19 · 查看原始申報文件 ↗
Fiberhome Technologies 是 Lumentum 的其他客戶之一。(以原文為準)

供應商(供應其產品或服務的公司)

供應來自 ← Fabrinet
申報於 2025-08-19 · 326 天前
“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,申報於 2025-08-19 · 查看原始申報文件 ↗
Fabrinet 之總營收中,來自 Lumentum 之百分比於該期間為 15.4%。(以原文為準)

競爭對手

相互競爭 ↔ NVIDIA
申報於 2026-02-25 · 136 天前
“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,申報於 2026-02-25 · 查看原始申報文件 ↗
Lumentum 是 NVIDIA 在網路產品領域的競爭者之一。(以原文為準)
相互競爭 ↔ MKSI
申報於 2026-02-24 · 137 天前
“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,申報於 2026-02-24 · 查看原始申報文件 ↗
MKSI 的 PSD 部門雷射產品與 Lumentum 等公司的產品競爭。(以原文為準)