Applied Optoelectronics vs nLight
Both are primarily Photonics & Optics companies. Applied Optoelectronics has a tracked market cap of $8.2B; nLight is currently unpriced in the dataset. Applied Optoelectronics reports higher tracked revenue ($456M vs $261M).
Shared segment: Distribution & Misc.
Side-by-side
| Applied Optoelectronics | nLight | |
|---|---|---|
| Market cap | $8.2B | Unpriced |
| Revenue | $456M (FY2025) | $261M (FY2025) |
| Primary segment | Photonics & Optics | Photonics & Optics |
| Market position | niche | niche |
| Country | United States | United States |
| Tracked suppliers | 3 | 3 |
| Tracked customers | 5 | 3 |
| Chokepoint / criticality | 50/100 | 50/100 |
Market caps/revenue from the wafergraph dataset · data as of 2026-09-16. Criticality is a graph-derived chokepoint score (0–100). Coverage is partial; "Unpriced" means no reliable market cap.
How Applied Optoelectronics and nLight compare
- Revenue: Applied Optoelectronics reports higher tracked revenue.
- Supply-chain criticality: Both companies have the same chokepoint score (50/100).
- Footprint: Applied Optoelectronics (United States) vs nLight (United States).
Company hubs
Applied Optoelectronics · nLight · Distribution & Misc segment
Open the interactive comparison tool →
Cite as: wafergraph, “Applied Optoelectronics vs nLight”, https://wafergraph.com/compare/applied_opto-vs-nlight (data as of 2026-09-16).