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Six leading opto component makers bet on VCSEL near-packaged optics
What happened
TrendForce's latest report '2027 Infrared Sensing and Optical Communication Market Trend' shows that rapidly growing demand for data transmission in expanding data-center networks is increasing interest in vertical-cavity surface-emitting laser (VCSEL)-based near-packaged optics (NPO). This technology is favored for its low power usage, easier maintenance, and a mature supply chain. Six leading opto component makers, including Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon, are investing heavily in R&D in this area.
Impact and signal
Medium impactImpact score: 30/100
Affected components and suppliers
VCSEL (vertical-cavity surface-emitting laser)near-packaged optics (NPO)
VCSELNPOnear-packaged opticsoptical communicationdata centerinfrared sensing
Source and time
Source: Semiconductor Today · 10/19/2026 · View original source
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