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According to TrendForce's latest "2027 Infrared Sensing and Optical Communication Market Trends" report, with the rapid growth of data transmission demand for Scale-Up networks within data centers, VCSEL NPO is gaining attention for its advantages including low power consumption, high maintenance flexibility, and a relatively well-established supply chain. Major manufacturers such as Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon are all investing in research and development. Starting from 2027-2028, numerous VCSEL NPO solutions will emerge in the market. Combined with the demand for short-distance optical transceiver modules, the global VCSEL market demand is estimated to reach 650 million units by 2031, with a compound annual growth rate of 38% from 2025 to 2031.
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