Finisar and Lumentum each have about 2% exposure to ZTE. Our Lumentum estimate does not account for revenue from the Apple iPhone X into China. For Lumentum, 3D sensing sales were nearly 50% of the December revenue, and contribute over 25% of our 2018 estimate. Applied Optoelectronics has modest China sales that mostly come from its cable TV segment and no known exposure to ZTE.
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