垂直腔面發射激光器 (VCSEL)：技術基準和利益相關者分析

隨著研發活動的增加和增長機會的增加，垂直腔面發射激光器 (VCSEL) 有望獲得新的應用，例如手勢識別和人員識別。 根據 Frost & Sullivan 的分析，電信、汽車、CE 產品和醫療保健等行業正在投資 VCSEL，以實現 5G、自動駕駛汽車、AR/VR 和高級醫學成像等新技術。

本報告考察了全球垂直腔面發射激光器 (VCSEL) 市場，提供了市場概況/背景、主要增長驅動因素/制約因素、技術前景、研發趨勢、利益相關者分析、增長機會分析等。

內容

戰略要務

• 增長問題
• 戰略要務 8 (TM)
• 三大戰略要務的影響
• 增長機會推動增長PipelineEngine (TM)
• 調查方法
• 主要成果

增長機會分析

• 分析範圍
• 分類
• 增長動力
• 抑制增長的因素

技術景觀

• VCSEL 技術概況
• VCSEL 技術基準測試
• VCSEL 的用途
• VCSEL 專利分析

研發計劃

• 研究 VCSEL 以提高性能和效率
• 用於通信和 3D 圖像穩定的 VCSEL 研究

利益相關者分析

• 全球 VCSEL 行業的供應鏈模型
• VCSEL 的主要利益相關者：材料、設備製造商、代工廠
• 各大公司加速 VCSEL 的全球部署
• VCSEL在各個工業領域的重大創新

進入者採用的發展策略

• VCSEL 區域分析
• VCSEL 製造和銷售的戰略合作夥伴關係
• 基於 VCSEL 的應用程序開發的戰略合作夥伴關係
• 擴展 VCSEL 解決方案的戰略合作夥伴關係
• 來自中國公司的技術進步和投資可實現 VCSEL 的大規模生產

特色公司簡介

• Seoul Viosys Co Ltd（韓國）
• VERTILAS GmbH（德國）
• Vixar Inc.，（美國）
• TriLumina 公司（美國）
• Alight Technologies（丹麥）

增長機會領域

• 增長機會：供應鏈整合
• 增長機會：移動領域的 VCSEL
• 增長機會：發現新機會

附錄

下一步

High Industry Convergence Enables Adoption in the Automotive, Telecom, Consumer Electronics, and Healthcare Sectors

VCSEL is a semiconductor laser that emits laser beams perpendicular to the wafer's top surface, unlike an edge-fired laser, which emits the laser from the edge. VCSELs comprise laser diodes and Bragg reflector-based laser resonators with an active region formed by quantum wells. VCSELs typically operate in wavelengths ranging from 750 nanometers (nm) to 980 nm. However, technology developers can achieve longer emission wavelengths in the range of a few micrometers by altering the material properties of VCSELs. They can also fabricate high-power VCSELs by varying the aperture size of the laser emission area. Original equipment manufacturers use various topologies such as monolithically integrated, microelectromechanical systems (MEMS)-based, and wafer-fused to manufacture VCSELs.

VCSELs offer higher beam stability and uniformity than competing technologies such as edge-emitting lasers, making the technology suitable for short-range datacom applications. In addition, industry participants can manufacture VCSELs using standard semiconductor processes, lowering additional costs for specialized tools and equipment.

VCSELs also showcase high adoption potential across time-of-flight applications, such as in-cabin sensing and LiDARs. With increasing R&D activities and growth opportunities, VCSELs are well-staged to capture emerging applications such as gesture recognition and people identification. Frost & Sullivan's analysis shows that the telecommunications, automotive, consumer electronics, and healthcare industries are investing in VCSELs to enable emerging technologies, such as 5G, autonomous vehicles, augmented/virtual reality, and advanced medical imaging.

This report includes the following:

• VCSEL descriptions and trends
• Supply chain stakeholders
• The competitive landscape and regional adoption scenario
• Developmental strategies
• Industry best practices
• Intellectual property and funding analyses
• Growth opportunities and success factors

Table of Contents

Strategic Imperatives

• Why Is It Increasingly Difficult to Grow?The Strategic Imperative 8™: Factors Creating Pressure on Growth
• The Strategic Imperative 8™
• The Impact of the Top 3 Strategic Imperatives on the VCSEL Industry
• Growth Opportunities Fuel the Growth Pipeline Engine™
• Research Methodology
• Main Findings

Growth Opportunity Analysis

• Scope of Analysis
• Segmentation of End Markets That VCSEL Impacts
• Growth Drivers
• Growth Restraints

Technology Landscape

• VCSEL Technology Snapshot
• Technology Benchmarking of VCSELs
• Applications of VCSELs
• Patent Analysis of VCSELs

R&D Initiatives

• Research in VCSELs to Improve Performance and Efficiency
• Research in VCSELs for Communication and 3D Image Stabilization

Stakeholder Analysis

• Supply Chain Model of the Global VCSEL Industry
• Main VCSEL Stakeholders-Materials, Equipment Manufacturers, and Foundries
• Main Companies Accelerating VCSEL Development Globally
• Main VCSEL Innovations Across Various Industrial Sectors

Developmental Strategies that Industry Participants Adopted

• Regional Analysis of VCSELs
• Strategic Partnerships for VCSEL Fabrication and Distribution
• Strategic Partnerships for Developing VCSEL-based Applications
• Strategic Partnerships Aimed at Scaling VCSEL Solutions
• Investments from Chinese Firms to Enable Technology Advancements and Mass Production of VCSELs

Profiles of Notable Companies

• Seoul Viosys Co Ltd, South Korea
• VERTILAS GmbH, Germany
• Vixar Inc., United States
• TriLumina Corporation, United States
• Alight Technologies, Denmark

Growth Opportunity Universe

• Growth Opportunity 1: Supply Chain Consolidation
• Growth Opportunity 1: Supply Chain Consolidation (continued)
• Growth Opportunity 2: VCSELs in the Mobility Sector
• Growth Opportunity 2: VCSELs in the Mobility Sector (continued)
• Growth Opportunity 3: Identifying New Opportunities
• Growth Opportunity 3: Identifying New Opportunities (continued)

Appendix

• Technology Readiness Levels (TRL): Explanation

Next Steps

• Your Next Steps
• Why Frost, Why Now?
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