About

Lumentum develops and manufactures optical and photonic products for applications like cloud computing, advanced manufacturing, networking, and 3D sensing. Their diode lasers are essential for high-volume 3D sensing in gaming consoles, PCs, and mobile devices. Lumentum stands out from competitors by focusing on continuous innovation and staying ahead in photonics technology, ensuring strong demand from high-tech clients. The company's goal is to enhance communication network performance and support advanced technological applications.

Simplify's Take

What believers are saying

• Lumentum's robust financial health is supported by significant investments from entities like Norges Bank and International Assets Investment Management LLC.
• The company's expansion in Thailand and its goal to reach $500M in revenue by 2025 indicate strong growth potential.
• Recognition and awards, such as the Lightwave Innovation Review Awards, highlight Lumentum's industry leadership and technological excellence.

What critics are saying

• The highly competitive photonics industry requires Lumentum to continuously innovate to maintain its market position.
• Dependence on high-volume 3D sensing applications for gaming and mobile devices could be risky if market demand shifts.

What makes Lumentum unique

• Lumentum's focus on photonics and optical products for high-tech applications like cloud computing and 3D sensing sets it apart from competitors who may not specialize in these areas.
• The company's continuous innovation in diode lasers and transceivers, such as the enhanced 800ZR+ modules, ensures it remains at the cutting edge of technology.
• Lumentum's commitment to sustainability, evidenced by receiving the EcoVadis Platinum Medal for two consecutive years, distinguishes it as a responsible and forward-thinking company.

Help us improve and share your feedback! Did you find this helpful?

YesNo