According to TrendForce Jibang Consulting's latest “2027 Infrared Sensing and Optical Communication Market Trends”, as demand for scale-up network transmission within data centers grows rapidly, VCSEL NPO has received attention for its advantages such as low power consumption, high maintenance flexibility, and relatively perfect supply chains. Major manufacturers Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon have all invested in research and development. From 2027-2028, many VCSEL NPO solutions will appear on the market, compounding the demand for short-range optical transceiver modules. It is estimated that the VCSEL market demand will reach 650 million units in 2031, and the composite growth rate will be 38% in 2025-2031.

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