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Lumentum LITE

SemiconductorsMarket cap $4B3 connections

Lumentum makes photonic components - lasers, photodetectors, and optical amplifiers - for cloud data centers, telecom networks, and 3D sensing. Apple uses Lumentum lasers for Face ID and LiDAR. Its transceivers connect data centers with fiber optic links carrying terabits of data. Photonics is the backbone of modern connectivity.

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Customers 3

Companies Lumentum sells to

  • AppleTechnology · $3.0TLumentum VCSEL lasers power iPhone Face ID
  • MicrosoftTechnology · $2.8TLumentum optical components in Azure fiber networks
  • AmazonConsumer & Retail · $2.0TLumentum transceivers connect Amazon data centers

Key relationships in depth

Lumentum & Apple

Lumentum supplies the vertical-cavity surface-emitting lasers (VCSELs) that power iPhone's Face ID system and, in Pro models, the LiDAR scanner. VCSELs project the invisible infrared dot pattern that Face ID uses to map a user's face in three dimensions. Lumentum also supplies the illumination lasers for the TrueDepth camera flood illuminator.

Why it matters: Face ID is one of Apple's most distinctive security and authentication features and has been standard on Pro iPhones since the iPhone X in 2017. The LiDAR scanner in Pro models enables augmented reality features and significantly improves low-light autofocus. Both systems depend on Lumentum's VCSEL technology, which Apple has co-developed to very tight specifications.

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Relationships are compiled by VexMap from company filings, announcements and reporting, and last reviewed September 2026. Spotted something wrong? Tell us. Not investment advice.