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← CockpitCompetitor Analysis › 7917.TWO Centera Photonics IncOpen in the cockpit ↗

Centera Photonics Inc7917.TWOCompetitor analysis, valuation and peers

Taiwan · TWD·Information Technology›Semiconductors

Manufacturer of optical transceivers and fiber-optic components for data-center and telecom networks.

Mkt cap
$579M
US dollars, full cap
$/day
$2.14M
20-day average traded
Fwd P/E
n/m
no positive forecast
ROIC−WACC
n/a
Hurdle
n/a
no reverse DCF
Close · TWDNT$286.00
1D-12.0%
1W-29.7%
1M-40.1%
3M-53.9%
6Mn/a
YTDn/a
1Yn/a
ATR %15.7%
52w lowhigh62.8% off high

What Centera Photonics does

Manufacturer of optical transceivers and fiber-optic components for data-center and telecom networks.

Products and services

  • Optical transceivers
  • Fiber-optic components

Customers

  • Data center/networking equipment makers
  • Telecom operators (via equipment vendors)

Where it sits in the supply chain

  • Information Technology
  • Optical components
  • Optical transceivers

What could go right

  • AI data-center bandwidth upgrade cycle

What could go wrong

  • Optical component pricing competition
  • Hyperscaler customer concentration

Moat: narrow (process know-how, customer qualification). Qualified optical-transceiver supplier riding data-center bandwidth upgrade cycles.

Headquarters: Taiwan

Named competitors

Centera Photonics at a glance

Size Centera Photonics (7917.TWO) is a Taiwan Information Technology company (Semiconductors) with a market value of $579M, the 402nd largest of 687 Taiwan companies the cockpit tracks. Shares closed at NT$286.00 on 6 Nov 2026.

Centera Photonics competitors and peer comparison

Head to head with its named competitors (7917.TWO vs 300308.SZ vs AAOI vs 300502.SZ)
CompanyMarket cap6M returnRevenue growthOp. marginEV / SalesReq g
Centera Photonics 7917.TWO$579Mn/an/an/an/an/a
Zhongji Innolight 300308.SZ$79.4B-48%+162%41%5.8×23.2%
Applied Optoelectronics AAOI$4.26B-66%+62%-11%6.8×n/a
Eoptolink Technology 300502.SZ$36.0B-54%+101%44%5.9×21.7%
Coherent COHR$38.0B-42%+23%14%5.6×n/a

How Centera Photonics compares with its peers

Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.

Centera Photonics against its 20 peers (data as of 6 Nov 2026)
Measure7917.TWOPeer medianRank in peer set
1-month return-40.1%-16.4%3rd lowest of 21
Distance from 52-week high-62.8%-54.8%8th lowest of 21

Peer table

Peer set: Industry: the same industry and sector in any market, nearest in size
CompanyMarketMarket cap6M returnRevenue growthOp. marginEV / SalesReq gDelivered g
Centera Photonics 7917.TWOTaiwan$579Mn/an/an/an/an/an/a
Silex Systems SLX.AXAustralia$574M-49%+89%-33%47.3×43.3%+48.1%
Shenzhen SOSEN Electronics 301002.SZChina$587M-39%+22%2%3.4×n/an/a
Taiwan Microloops 6831.TWTaiwan$569M-46%+117%12%4.6×n/an/a
Jiangsu Transimage Technology 002866.SZChina$567M-49%-5%3%1.9×12.9%+4.2%
First Sensor SIS.DEGermany$591M-6%-18%7%5.7×13.5%-7.4%
Kopin KOPNUnited States$564M-44%-7%-35%11.8×n/an/a
Shenzhen EXC-LED Technology 300889.SZChina$562M-29%+20%-7%3.2×n/an/a
Black Sesame International 2533.HKHong Kong$555M-66%+73%-148%3.4×n/an/a
Yingkou Jinchen Machinery 603396.SSChina$555M-24%-5%5%1.3×21.1%+21.8%
Jiangxi Lianchuang Optoelectronic Science & Tech 600363.SSChina$603M-82%-10%1%2.4×n/an/a
Shenzhen Kiwi Instruments 688045.SSChina$604M-3%+45%8%3.4×31.6%+9.7%
Halo Microelectronics 688173.SSChina$606M-42%+11%-14%3.9×n/an/a
JinkoSolar Holding Co., Ltd. Sponsored ADR JKSUnited States$551M-55%-15%-8%0.8×n/an/a
Viewtrix Technology 3310.HKHong Kong$608Mn/a+24%-22%2.6×n/an/a
Jiangsu Rijiu Optoelectronics Jointstock 003015.SZChina$548M-22%+5%12%5.3×15.8%+5.3%
Global Mixed-Mode Technology 8081.TWTaiwan$612M-11%-1%17%1.9×-2.8%+3.2%
Xiamen Guangpu Electronics 300632.SZChina$612M-44%-1%-13%4.4×37.5%-3.6%
Xi'an Peri Power Semiconductor Converting Technology 300831.SZChina$613M-34%+107%34%14.6×n/an/a
Vikram Solar VIKRAMSOLR.NSIndia$546M-37%+40%12%1.0×n/an/a
QD Laser 6613.TJapan$546M+43%+7%-19%56.3×n/an/a

Questions

Who are Centera Photonics's main competitors?
Named competitors: Innolight Technology (300308.SZ), Applied Optoelectronics (AAOI), Eoptolink Technology (300502.SZ), Coherent Corp (COHR). The cockpit's measured peer set (industry) also includes Silex Systems (SLX.AX), Shenzhen SOSEN Electronics (301002.SZ), Taiwan Microloops (6831.TW), Jiangsu Transimage Technology (002866.SZ), First Sensor (SIS.DE), Kopin (KOPN).

How these numbers are made. Returns are close-to-close in local currency. Revenue growth and margins are trailing twelve months. Req g is the revenue growth that today's enterprise value requires for seven years at the company's own cost of capital; Delivered g is what it actually grew; the gap is the hurdle (honest precision about ±8 points, so read the ranking more than the decimal). No fair values, price targets or analyst ratings are shown, by design. Method and validation.