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Semiconductor Optical Components Suppliers sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Semiconductor Optical Components Suppliers

1.1 - About Semiconductor Optical Components Suppliers sector

Companies in the Semiconductor Optical Components Suppliers category design, fabricate, and package optoelectronic and photonic components that enable high-speed data links, precision sensing, and imaging. They deliver wafer-level and packaged devices engineered for integration with silicon photonics and III-V processes, providing low-loss optics, high reliability, and volume manufacturability for networking, consumer, automotive, industrial, and medical OEMs.

Typical capabilities include silicon photonics PICs and edge couplers, VCSEL arrays and edge-emitting laser diodes for illumination and datacom, PIN and avalanche photodiodes for reception, electro-optic modulators for line-rate transmission, wafer-level micro-lenses and beam shapers, thin-film optical filters and coatings for wavelength control, arrayed waveguide gratings and splitters, plus hermetic packaging, fiber attach, burn-in, reliability screening, and automated optical test to meet telecom-grade performance, yield, and cost targets.

Primary customers include optical transceiver manufacturers, networking and telecom OEMs, automotive LiDAR and 3D sensing suppliers, and consumer device makers. These companies enable higher bandwidth and link reach, lower power and thermal load, reduced footprint through wafer-level optics, improved yield and reliability via mature packaging and test, and accelerated time-to-market through qualified supply, co-design support, and compatibility with silicon photonics and III-V stacks.

2. Buyers in the Semiconductor Optical Components Suppliers sector

2.1 Top strategic acquirers of Semiconductor Optical Components Suppliers companies

ABB Optical Logo

ABB Optical

HQ: United States Website
  • Description: Provider of single-source optical solutions, delivering a broad portfolio of soft contact lenses, specialty vision products, lab and stock lenses plus data-driven business insights and enhanced services that help eye care professionals streamline purchasing, improve patient experience and maintain profitable, competitive practices.
  • Key Products:
  • ABB Labs: Offers lens fabrication plus live online job and package tracking, giving practices real-time order visibility, streamlined workflow, and responsive support to save time and enhance patient satisfaction
  • ABB Verify: Cloud tool automates insurance and appointment verification, reducing staff paperwork, boosting operational efficiency, and driving more patient appointments for independent eye care practices
  • DELTA Scleral: Simplified scleral lens fitting system enabling precise adjustments, easy ordering, and efficient handling of complex prescriptions, allowing practitioners to achieve accurate, comfortable fits quickly
  • Avulux Lenses: Clinically proven spectacle lenses that block migraine-triggering harmful light, providing relief for patients with migraine and light sensitivity and adding a differentiated product to practices’ offerings
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Semiconductor Optical Components Suppliers sector

M&A buyer group 1: Photonics

48 companies View group →
Description: Companies in the Photonics Semiconductor Components & Systems category develop optical devices and modules—lasers, coherent transceivers, doped fibers, switching platforms, and perception software—that enable high-bandwidth interconnects, precision manufacturing, and advanced sensing. Their value lies in power-efficient performance, reduced latency, and reliable signal integrity across data center, telecom, automotive, and medical environments, helping customers scale networks, improve process quality, and enhance environmental awareness.
Ciena

Ciena

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of high-speed connectivity solutions offering networking systems, photonic components, automation software, and related services that enable adaptive, secure data transmission and network management across cloud, AI, metro, long-haul, and submarine environments.
  • Key Products:
  • Metro Data Center Interconnect: Delivers seamless, high-capacity connectivity between data centers using low-power, footprint-optimized coherent pluggables to maximize scale and performance
  • Navigator NCS Multi-Layer Network Control: Simplifies and accelerates lifecycle operations with intuitive visualization and open APIs, coordinating multi-layer network control for autonomous
  • AI-driven operations
  • GeoMesh Extreme Submarine Networking: Unifies submarine, terrestrial, and cloud networks to provide unprecedented capacity, low latency, and sustainable optimization of fiber assets
  • Data Security and Encryption: Provides multi-layer, in-flight data encryption that is easy to deploy, minimizing security risks and ensuring confidentiality, integrity, and availability of critical information.
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Key Products: ████████, ████████, ████████, ████████
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Buyer group 3: ████████ ████████

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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Semiconductor Optical Components Suppliers sector

3.1 - Buyout funds in the Semiconductor Optical Components Suppliers sector

Buyout Funds investing in Semiconductor Optical Components Suppliers companies

51+ funds
Description: Buyout funds focused on Semiconductor Optical Components Suppliers companies globally.

TPG

Website HQ: United States
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Semiconductor Optical Components Suppliers
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Semiconductor Optical Components Suppliers sector

Growth Equity Funds in Semiconductor Optical Components Suppliers companies

41+ funds
Description: Growth equity funds focused on Semiconductor Optical Components Suppliers companies globally.

Summit Partners

Website HQ: United States
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Semiconductor Optical Components Suppliers
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Semiconductor Optical Components Suppliers companies

4.2 - Public trading comparable groups for Semiconductor Optical Components Suppliers sector

Valuation benchmark group 1: Analog and Power Semiconductor Companies

44 companies View group →
Description: Companies in this trading comparables group design, manufacture, and sell analog, mixed-signal, power, RF, sensor, and optoelectronic semiconductors used across automotive, industrial, and consumer devices. Many operate as IDMs or fabless designers with outsourced wafer and packaging services. They are grouped as valuation benchmarks due to shared product lifecycles, end-market exposure, pricing dynamics, and margin structures characteristic of analog and power IC businesses.
Qualcomm logo

Qualcomm

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of wireless technology solutions, developing and commercializing foundational technologies for mobile communications, 5G, AI, automotive, and IoT, enabling enhanced connectivity and intelligent device capabilities globally.
  • Key Products:
  • 5G technology: Comprehensive platforms and modems for 5G connectivity
  • Mobile processors: Integrated processors for smartphones and devices
  • Automotive solutions: Advanced technology for connected cars and autonomous driving
  • IoT solutions: Connectivity solutions for smart devices and IoT applications
  • AI platforms: Advanced AI and machine learning technologies for various applications
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Semiconductor Optical Components Suppliers sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Semiconductor Optical Components Suppliers sector

Who are the top strategic acquirers of Semiconductor Optical Components Suppliers companies?

Top strategic buyers in this sector include ABB Optical, a provider of single-source optical solutions, delivering a broad portfolio of soft contact lenses, specialty vision products, lab and stock lenses plus data-driven business insights and enhanced services that help eye care professionals streamline purchasing, improve patient experience and maintain profitable, competitive practices. .

Which buyer groups are most relevant for Semiconductor Optical Components Suppliers companies?

Relevant strategic buyer groups similar to the Semiconductor Optical Components Suppliers sector include Photonics because they share similar customer segments and product capabilities.

Financial Investors in Semiconductor Optical Components Suppliers sector

Which are the top PE firms investing in Semiconductor Optical Components Suppliers companies?

Potential investors in the broader Semiconductor Optical Components Suppliers space include Summit Partners and TPG.

Who are the top buyout funds acquiring Semiconductor Optical Components Suppliers companies?

Active PE funds and buyout funds acquiring companies in the Semiconductor Optical Components Suppliers space include TPG.

Who are the top growth equity funds investing in Semiconductor Optical Components Suppliers companies?

Growth funds investing in the broader Semiconductor Optical Components Suppliers sector include Summit Partners.

Valuation of Companies in Semiconductor Optical Components Suppliers sector

Which are the key public companies that are relevant trading comps for Semiconductor Optical Components Suppliers companies?

Key trading comparable groups include Qualcomm, a provider of wireless technology solutions, developing and commercializing foundational technologies for mobile communications, 5g, ai, automotive, and iot, enabling enhanced connectivity and intelligent device capabilities globally..

Which are the key trading comparable groups for Semiconductor Optical Components Suppliers companies?

Similar trading comparable companies include Analog and Power Semiconductor Companies. Our platform tracks detailed trading comparable groups in the Semiconductor Optical Components Suppliers sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Semiconductor Optical Components Suppliers sector?

Our platform tracks M&A transactions in the Semiconductor Optical Components Suppliers sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Semiconductor Optical Components Suppliers?

Access recent funding rounds in the Semiconductor Optical Components Suppliers sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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