NuAxiSemiconductor trade intelligence
RT NEWS: #VCSEL demand projected to reach 650 million units by 2031, a 38% CAGR from 2025. Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM ...
What happened
VCSEL demand is projected to reach 650 million units by 2031, a 38% CAGR from 2025. Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM and HiSilicon are developing NPO, with several solutions expected in 2027-2028. The source does not state the cause.
Impact and signal
Low impactImpact score: 0/100
Affected components and suppliers
VCSEL
Source and time
Source: TrendForce Official (Market Data) · 10/8/2026 · View original source
Open the NuAxi live feed →
Real-time pricing, supply signals and AI analysis for semiconductor traders