Major Players Eye VCSEL NPO Market, Projecting 650 Million Units by 2031

36Kr reports that according to TrendForce's latest '2027 Infrared Sensing and Optical Communication Market Trends,' the rapid growth in Scale-Up (vertical expansion) network transmission demands within data centers has elevated the importance of VCSEL NPOs, which offer low power consumption, high maintenance flexibility, and a relatively mature supply chain. Major manufacturers including Furukawa Electric, Hamamatsu, Broadcom,ams OSRAM, and HiSilicon have invested in R&D. Starting from 2027-2028, the market will see numerous VCSEL NPO solutions emerge alongside demand for short-range optical transceiver modules. It is estimated that VCSEL market demand will reach 650 million units by 2031, with a compound growth rate of 38% between 2025 and 2031.