On October 10th, TrendForce released a report entitled "2027 Infrared Sensing and Optical Communication Market Trends". According to the report, the demand for scalable network transmission solutions within data centers is experiencing rapid growth. VCSEL NPO (Vertical-Cavity Surface-Emitting Laser Non-Polarized Output) is garnering significant attention owing to its benefits, which include low power consumption, high maintenance flexibility, and a mature supply chain. These advantages are motivating major manufacturers to ramp up their investments in research and development. It is expected that from 2027 to 2028, a substantial number of VCSEL NPO solutions will flood the market. Furthermore, with the increasing demand for short-distance optical transceiver modules, the market demand for VCSEL is projected to reach 650 million units by 2031, boasting a compound annual growth rate (CAGR) of 38% from 2025 to 2031.
