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TrendForce Forecasts VCSEL Demand to Reach 650 Million Units by 2031
What happened
TrendForce forecasts that VCSEL demand will reach 650 million units by 2031, with 38% annual growth. The forecast is based on six suppliers developing VCSEL-based near-packaged optics for high-speed data center interconnects. These figures are forecasts rather than achieved results, and the source does not state any cause beyond this development activity.
Impact and signal
Medium impactImpact score: 60/100
Affected components and suppliers
VCSEL
VCSELTrendForce需求预测数据中心互连近封装光学
Source and time
Source: EE Times Asia · 10/14/2026 · View original source
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