TrendForce Jibang Consulting's latest “2027 Infrared Sensing and Optical Communication Market Trends” points out that with the rapid growth in demand for scale-up network transmission within data centers, VCSEL NPO has received attention for its advantages such as low power consumption, high maintenance flexibility, and a relatively complete supply chain, and all major manufacturers are investing in R&D. From 2027 to 2028, many VCSEL NPO solutions will appear in 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, with a compound growth rate of 38% from 2025 to 2031.

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