[TrendForce: It is estimated that VCSEL market demand will reach 650 million units in 2031] On October 8, TrendForce TrendForce's latest "2027 Infrared Sensing and Optical Communications Market Trends" pointed out that with the rapid growth of scale-up (vertical expansion) network transmission demand within data centers, VCSEL NPO has attracted attention due to its advantages of low power consumption, high maintenance flexibility, and a relatively complete supply chain. Major manufacturers Lumentum and Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon have all invested in research and development. From 2027 to 2028, many VCSEL NPO solutions will appear in the market. Adding the demand for short-distance 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.