On October 8, TrendForce highlighted in its latest report that the burgeoning demand for enhanced network transmission capabilities in data centers has propelled VCSEL NPO into the spotlight. This technology stands out for its remarkable benefits, including low energy consumption, exceptional maintenance adaptability, and a robust, well-established supply chain. Presently, leading industry players such as Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are all channeling resources into research and development efforts. It is forecasted that between 2027 and 2028, a surge of VCSEL NPO solutions will flood the market. This influx, combined with the escalating need for short-range optical transceiver modules, is expected to drive the market demand for VCSEL to an impressive 650 million units by 2031, with a compound annual growth rate (CAGR) of 38% anticipated from 2025 to 2031.
