TrendForce:多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

金吾财讯
7 hours ago

金吾财讯 | TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告,伴随数据中心Scale-Up垂直扩展网络传输需求快速增长,VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum(LITE)、古河电工、高意(COHR)、博通(AVGO)、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL NPO方案落地,叠加短距离光收发模块需求,预计2031年VCSEL市场需求量有望达6.5亿颗,2025-2031年复合增速38%。

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