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AI data centers are pushing optical interconnects toward near-packaged optics, and TrendForce projects that rising demand for short-reach optical transceivers will lift global VCSEL sales from 2025 through 2031 at a compound annual growth rate of 38%, reaching 650 million VCSEL units by 2031
Verified 2026-10-09
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More on Supply chain
- TrendForce says a shortage of critical optoelectronic components — EML and CW lasers — is reshaping the AI optical transceiver supply chain, and projects the global market to grow from $16.5 billion in 2025 to $26 billion in 2026, an AI optical transceiver market up more than 57% year-over-year
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