Lynred

electronics·🇫🇷 France·✓ Company-verified

Lynred (Palaiseau / Veurey-Voroize, France) is Europe's leading manufacturer of infrared (IR) detector arrays, formed in 2019 by merging Sofradir (cooled detectors) and ULIS (uncooled microbolometers). It supplies focal-plane arrays (FPAs) to defence, space, industrial, and automotive customers.

Supply-risk report · CRMA Art. 20–25 assessment Policy outlook · threats, impact & strategy

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Critical

Binding chokepoint

gallium 88

Controller

🇨🇳 CN 98%

Measures, 24m

25 · 0 total mentions

Scored exposures

6 materials

Its binding exposure, gallium, is controlled by CN at 98% of refined output.

Corporate structure

—

Corrected 2026-09-13: the dossier previously stated majority shareholders as Thales and CEA Investment, which is not supported by any primary or secondary source found this pass. Lynred was formed in July 2019 by merging Sofradir and ULIS and is a 50/50 joint venture of Thales and Safran (both have their own dossiers in this corpus: thales-sa, safran-sa). GLEIF has an LEI on file for Lynred but reports no parent (expected for a jointly-owned JV rather than a single-parent subsidiary).

Free float, subsidiaries & legal entitiesShow

Thales50.0%

Safran50.0%

Material exposure

6scored materials

Every exposure is read as a buyer dependency; the top 3 are its binding chokepoints.

gallium🇨🇳 CN 88

silicon🇨🇳 CN 77

indium🇨🇳 CN 76

The other 3 exposuresShow

tellurium🇨🇳 CN 75

vanadium🇨🇳 CN 75

antimony🇨🇳 CN 73

Supply-pressure direction · as consumer

flat3 of 6 exposures computable

As a buyer, policy pressure across its consumed materials is flat.

silicon🇨🇳 CNrising

gallium🇨🇳 CN · bindingflat

antimony🇨🇳 CNflat

Descriptive trend in official policy actions on this company’s materials — a policy-pressure trend, not a price or trading signal. No forward probability is implied. Direction is measured on actions we have discovered, and discovery lags events: where the recent window is too thin to support a calm reading, the row says coverage-limited instead of easing.

3 moreShow

indium🇨🇳 CNtoo few actions

tellurium🇨🇳 CNtoo few actions

vanadium🇨🇳 CNtoo few actions

Policy measures, last 24 months

No actions in the register have named or swept this company in the last 24 months.

See all in the register →

If passed, would hit their inputs

4proposals matching this company's materials

EU CRMA Strategic Projects — Second Designation Round🇪🇺 moderatelithium, cobalt, rare-earths, manganese, silicon, nickel, platinum-group-metals

EU CRMA Art. 22 Commission Implementing Decision — Strategic Raw Material Stock Benchmarks🇪🇺 highlithium, cobalt, nickel, manganese, rare-earths, graphite, silicon, tungsten, gallium, indium, hafnium, scandium, niobium, titanium, germanium, boron, phosphate-rock

Tanzania Finance Bill 2026/27 — NEW raw-mineral EXPORT LEVY on quartz (HS 25.06) and feldspar (HS 2529.10.00) under the Export Tax Act, Cap. 196🇹🇿 highquartz, feldspar, silicon

1 moreShow

EU European Critical Raw Materials (CRM) Centre — establishing instrument🇪🇺 elevatedlithium, cobalt, nickel, manganese, rare-earths, graphite, gallium, germanium, tungsten, copper, phosphate-rock

Supplier alternatives

6of 6 exposures have a viable non-dominant substitute · avg lead 10mo

gallium🇨🇳 CN 98% → 🇯🇵 JP12-24mo

silicon🇨🇳 CN 80% → 🇩🇪 DE6-12mo

indium🇨🇳 CN 69% → 🇰🇷 KR0-6mo

3 moreShow

tellurium🇨🇳 CN 80% → 🇯🇵 JP6-12mo

vanadium🇨🇳 CN 79% → 🇧🇷 BR6-12mo

antimony🇨🇳 CN 78% → 🇲🇽 MX6-12mo

Traders & procurement channels

3named-material houses of 5 tracked

Wogen plcLondongallium, indium, tellurium, antimony