TrendForce：多家大厂布局VCSEL NPO 2031年VCSEL需求或至6.5亿颗

金吾财讯10-08 16:28

金吾财讯 | TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告，伴随数据中心Scale-Up垂直扩展网络传输需求快速增长，VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum（LITE）、古河电工、高意（COHR）、博通（AVGO）、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL NPO方案落地，叠加短距离光收发模块需求，预计2031年VCSEL市场需求量有望达6.5亿颗，2025-2031年复合增速38%。

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TrendForce集邦咨询发布《2027红外线感测与光通信市场趋势》报告，伴随数据中心Scale-Up垂直扩展网络传输需求快速增长，VCSEL NPO凭借低功耗、维护灵活、供应链成熟等优势受到行业关注。Lumentum（LITE）、古河电工、高意（COHR）、博通（AVGO）、艾迈斯欧司朗、海思等头部厂商均已布局相关研发。2027至2028年将迎来多款VCSEL NPO方案落地，...</p>\n\n<a href=\"306956\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IE00B19Z4B17.USD","symbol_name":"LEGG MASON ROYCE US SMALL CAP OPPORTUNITY \"A\" (USD) ACC","start_time":0,"source_url":"306956","article_id":"2673022174","we_media_id":"1086022552","thumbnails":["https://static.szfiu.com/news/20210810/MjU4MmU0MDcxNDc2ODE0Nzc=.jpg"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2673022174","pubTimestamp":1791448103,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"金吾财讯","introduction":"「金吾财讯」以精准用户需求为切入点，打造一站式港美股投资细分领域品牌。依托战略合作伙伴凤凰网财经，将港美股内容传播到全球华人圈。","home_visible":1,"id":"1086022552","head_image":"https://static.tigerbbs.com/19a93586c3b023ec6ebfed568990555c"},"summary":"金吾财讯 | 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