VCSELs market outlook in consumer sensing and data communication

Ali Jaffal; Pierrick Boulay; Martin Vallo; Ezgi Dogmus

doi:10.1117/12.3009868

13 March 2024 VCSELs market outlook in consumer sensing and data communication

Ali Jaffal, Pierrick Boulay, Martin Vallo, Ezgi Dogmus

Proceedings Volume 12904, Vertical-Cavity Surface-Emitting Lasers XXVIII; 1290409 (2024) https://doi.org/10.1117/12.3009868
Event: SPIE OPTO, 2024, San Francisco, California, United States

Abstract

This paper investigates the evolving landscape of Vertical Cavity Surface Emitting Lasers (VCSELs) in consumer and optical communication technologies. With Apple's GaAs-based VCSEL adoption for facial recognition and augmented reality, the industry has seen leaders like Lumentum and Coherent shape the GaAs VCSEL market. A new entrant, Sony, into Apple's supply chain resulted in market share lose where it reached more than 50% for Lumentum and Coherent in their consumer 3D sensing business. The surge in demand for higher data rate 100G VCSELs for 800G optical transceiver, representing 10% of the total VCSELs expected to be shipped in 2024, for short-reach optical interconnects is mainly driven by AI applications. In addition, we have identified new trends in the VCSELs technology to achieve long-wavelength emission in the range of 13xx nm opening the path for under-display 3D sensing and single mode emission for data communications. With respect to all these facts, Yole group forecasts the VCSELs market to reach $1.4B in 2028 with a CAGR22-28 of 6% driven by consumer and datacom applications.

Conference Presentation

(2024) Published by SPIE. Downloading of the abstract is permitted for personal use only.

Citation Download Citation

Ali Jaffal, Pierrick Boulay, Martin Vallo, and Ezgi Dogmus "VCSELs market outlook in consumer sensing and data communication", Proc. SPIE 12904, Vertical-Cavity Surface-Emitting Lasers XXVIII, 1290409 (13 March 2024); https://doi.org/10.1117/12.3009868

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