VCSEL市場規模、佔有率和成長分析（按類型、波長、材料、應用、數據速率、垂直產業和地區分類）－2026-2033年產業預測

預計到 2024 年，VCSEL 市場規模將達到 37.9 億美元，到 2025 年將達到 46.2 億美元，到 2033 年將達到 228.3 億美元，在預測期（2026-2033 年）內，複合年成長率為 22.1%。

受高速、遠距離資料傳輸需求成長以及汽車雷射雷達（LiDAR）應用擴展的推動，VCSEL市場預計將迎來顯著成長。近年來，資料中心的光互連速度已從100 Gbit/s發展到先進的400 Gbit/s，這得益於人工智慧（AI）、虛擬實境/擴增實境（VR/AR）和物聯網（IoT）等技術的快速發展，以及5G網路不斷成長的資料需求。此外，VCSEL在智慧型手機中日益廣泛的應用，例如3D感測和近距離檢測，也是成長要素，尤其是在臉部認證功能進步的推動下。 3D感測技術的演進正日益影響著前置相機的功能，進而進一步推動VCSEL市場的發展。

VCSEL市場促進因素

對生成式人工智慧模式日益成長的需求需要先進的運算能力和高速資料處理能力，這推動了資料中心基礎設施的大規模投資。垂直共振腔面射型雷射（VCSEL）是實現資料中心內高速光連接模組的關鍵技術。隨著生成式人工智慧的不斷進步，3D感測和成像技術的改進有望滿足日益成長的人工智慧驅動型基礎設施需求。 VCSEL與生成式人工智慧的這種相互作用為創新解決方案奠定了基礎，這些解決方案不僅支援現有應用，還能提升資料中心的整體效能和效率，以滿足現代技術需求。

VCSEL市場限制

VCSEL市場面臨的主要挑戰之一是其高昂的生產成本。製造過程需要高精度、先進技術和高品質材料，這些因素共同推高了成本。因此，低成本產業和中小企業難以獲得VCSEL，阻礙了其廣泛應用。此外，大規模生產對產品品質和可擴展性的需求也推高了營運成本，進一步阻礙了市場擴張。這些財務限制阻礙了VCSEL產業的廣泛應用和創新，影響了其整體成長和競爭力。

VCSEL市場趨勢

受醫療影像和生物醫學應用領域對高性能解決方案的強勁需求驅動，垂直共振腔面射型雷射（VCSEL）市場呈現顯著上升趨勢。 VCSEL 具有光束品質高、結構緊湊、波長控制精確等優異特性，正推動其在神經和組織氧飽和度監測等關鍵領域的應用。隨著醫療領域越來越依賴先進的光學技術進行精準診斷和病患監測，VCSEL 有望取代傳統 LED 用於血氧飽和度檢測，這標誌著醫療領域正在向更高效、更可靠的成像方法進行重大轉變。

目錄

介紹

• 調查目標
• 調查範圍
• 定義

調查方法

• 資訊收集
• 二手資料和一手資料方法
• 市場規模預測
• 市場假設與限制

執行摘要

• 全球市場展望
• 供需趨勢分析
• 細分市場機會分析

市場動態與展望

• 市場規模
• 市場動態
  • 促進因素和機遇
  • 限制與挑戰
• 波特分析

關鍵市場考察

• 關鍵成功因素
• 競爭程度
• 關鍵投資機會
• 市場生態系統
• 市場吸引力指數（2025）
• PESTEL 分析
• 總體經濟指標
• 價值鏈分析
• 定價分析

全球VCSEL市場規模（按類型和複合年成長率分類）（2026-2033年）

• 單模
• 多模式

全球VCSEL市場規模（依波長及複合年成長率分類）（2026-2033年）

• 紅色的
• 近紅外線（NIR）
• 短波紅外線 (SWIR)

全球VCSEL市場規模（依材料及複合年成長率分類）（2026-2033年）

• 砷化鎵（GAAS）
• 磷化銦（INP）
• 其他

全球VCSEL市場規模（依應用及複合年成長率分類）（2026-2033年）

• 感測
  • 3D感測
  • 氣體檢測
  • 光學滑鼠
• 資料通訊
  • 光收發器
  • 主動光纜
• 工業加熱和雷射列印
  • 積層製造
  • 雷射列印
• 新興及其他應用
  • LIDAR
  • 車載感
  • 手錶和全球定位系統
  • 磁力計
  • 紅外線監控照明
  • 脈搏血氧計

全球VCSEL市場規模（依數據速率及複合年成長率分類）（2026-2033年）

• 10 Gbps 或更低
• 10.1～25 Gbps
• 超過 25 Gbps

全球VCSEL市場規模（依產業垂直領域分類）及複合年成長率（2026-2033年）

• 家用電子產品
• 資料中心
• 車
• 商業和工業
• 醫學領域
• 軍隊

全球VCSEL市場規模（按地區分類）及複合年成長率（2026-2033年）

• 北美洲
  • 美國
  • 加拿大
• 歐洲
  • 德國
  • 西班牙
  • 法國
  • 英國
  • 義大利
  • 其他歐洲地區
• 亞太地區
  • 中國
  • 印度
  • 日本
  • 韓國
  • 亞太其他地區
• 拉丁美洲
  • 巴西
  • 其他拉丁美洲地區
• 中東和非洲
  • 海灣合作理事會國家
  • 南非
  • 其他中東和非洲地區

競爭資訊

• 前五大公司對比
• 主要企業的市場定位（2025 年）
• 主要市場參與者所採取的策略
• 近期市場趨勢
• 公司市佔率分析（2025 年）
• 主要企業公司簡介
  • 公司詳情
  • 產品系列分析
  • 依業務板塊進行公司股票分析
  • 2023-2025年營收年比比較

主要企業簡介

• Lumentum Holdings Inc.（USA）
• Coherent（USA）
• Broadcom Inc.（USA）
• ams OSRAM AG（Austria）
• Thorlabs, Inc.（USA）
• TRUMPF Photonic Components（Germany）
• USHIO America, Inc.（USA）
• Princeton Optronics, Inc.（USA）
• Vertilas GmbH（Germany）
• Leonardo Electronics US Inc.（USA）
• Laser Components GmbH（Germany）
• Santec Corporation（Japan）
• IQE plc（UK）
• JENOPTIK AG（Germany）
• Sony Corporation（Japan）
• Hamamatsu Photonics KK（Japan）
• Excelitas Technologies Corp.（USA）
• Innolume GmbH（Germany）
• Focuslight Technologies Co., Ltd.（China）

結論與建議

VCSEL Market size was valued at USD 3.79 Billion in 2024 and is poised to grow from USD 4.62 Billion in 2025 to USD 22.83 Billion by 2033, growing at a CAGR of 22.1% during the forecast period (2026-2033).

The VCSEL market is set for significant growth, fueled by rising demands for high-speed, long-distance data transmission and an increase in automotive lidar applications. In recent years, optical interconnections in data centers have progressed from 100 Gbit/s to cutting-edge 400 Gbit/s rates, driven by the surge in technologies like AI, VR/AR, and the IoT, alongside the expanding data requirements due to 5G networks. Additionally, the growing integration of VCSELs in smartphones for applications such as 3D sensing and proximity detection is a major growth factor, particularly following advancements initiated by features like face ID. This evolution in 3D sensing technology is increasingly influencing both front and rear camera capabilities, further propelling the VCSEL market forward.

Top-down and bottom-up approaches were used to estimate and validate the size of the VCSEL market and to estimate the size of various other dependent submarkets. The research methodology used to estimate the market size includes the following details: The key players in the market were identified through secondary research, and their market shares in the respective regions were determined through primary and secondary research. This entire procedure includes the study of the annual and financial reports of the top market players and extensive interviews for key insights from industry leaders such as CEOs, VPs, directors, and marketing executives. All percentage shares split, and breakdowns were determined using secondary sources and verified through Primary sources. All possible parameters that affect the markets covered in this research study have been accounted for, viewed in extensive detail, verified through primary research, and analyzed to get the final quantitative and qualitative data.

VCSEL Market Segments Analysis

Global VCSEL Market is segmented by Type, Wavelength, Material, Application, Data Rate, Vertical and region. Based on Type, the market is segmented into Single Mode and Multi-Mode. Based on Wavelength, the market is segmented into Red, Near Infrared (NIR) and Short Wave Infrared (SWIR). Based on Material, the market is segmented into Gallium Arsenide (GAAS), Indium Phosphide (INP) and Others. Based on Application, the market is segmented into Sensing, Data Communication, Industrial Heating and Laser Printing and Emerging and Other Applications. Based on Data Rate, the market is segmented into Up to 10 Gbps, 10.1 to 25 Gbps and Above 25 Gbps. Based on Vertical, the market is segmented into Consumer Electronics, Data Center, Automotive, Commercial and Industrial, Health Care and Military. Based on region, the market is segmented into North America, Europe, Asia Pacific, Latin America and Middle East & Africa.

Driver of the VCSEL Market

The growing demand for generative AI models necessitates enhanced computing capabilities and rapid data processing, which in turn drives substantial investments in data center infrastructure. Vertical cavity surface-emitting lasers (VCSELs) are integral to achieving high-speed optical interconnects within these data centers. As generative AI advancements continue, they promise to elevate 3D sensing and imaging technologies, catering to the escalating need for AI-driven infrastructure. This interplay between VCSELs and generative AI not only supports existing applications but also lays the foundation for innovative solutions that enhance overall data center performance and efficiency in meeting contemporary technological demands.

Restraints in the VCSEL Market

A significant challenge in the VCSEL market is the elevated production costs associated with their manufacturing. The process demands precision, sophisticated technology, and premium materials, which collectively drive up expenses. As a result, VCSELs become less accessible to low-cost industries and small to medium enterprises, hindering widespread adoption. Additionally, the need to enhance product quality and scalability for mass production contributes to rising operational costs, further impeding market expansion. These financial restraints create barriers that limit the potential for broader implementation and innovation within the VCSEL landscape, affecting overall growth and competitiveness.

Market Trends of the VCSEL Market

The VCSEL market is experiencing a significant upward trend driven by a surge in demand for high-performance solutions in medical imaging and biomedical applications. The superior qualities of vertical cavity surface-emitting lasers, including their high beam quality, compact design, and precise wavelength control, are propelling their adoption in critical areas such as nerve and tissue oximetry. As healthcare increasingly relies on advanced optical technologies for accurate diagnostics and patient monitoring, VCSELs are poised to replace traditional LEDs for blood oxygenation estimation, underscoring a pivotal shift towards more efficient and reliable imaging modalities within the medical sector.

Table of Contents

Introduction

• Objectives of the Study
• Scope of the Report
• Definitions

Research Methodology

• Information Procurement
• Secondary & Primary Data Methods
• Market Size Estimation
• Market Assumptions & Limitations

Executive Summary

• Global Market Outlook
• Supply & Demand Trend Analysis
• Segmental Opportunity Analysis

Market Dynamics & Outlook

• Market Overview
• Market Size
• Market Dynamics
  • Drivers & Opportunities
  • Restraints & Challenges
• Porters Analysis
  • Competitive rivalry
  • Threat of substitute
  • Bargaining power of buyers
  • Threat of new entrants
  • Bargaining power of suppliers

Key Market Insights

• Key Success Factors
• Degree of Competition
• Top Investment Pockets
• Market Ecosystem
• Market Attractiveness Index, 2025
• PESTEL Analysis
• Macro-Economic Indicators
• Value Chain Analysis
• Pricing Analysis

Global VCSEL Market Size by Type & CAGR (2026-2033)

• Market Overview
• Single Mode
• Multi-Mode

Global VCSEL Market Size by Wavelength & CAGR (2026-2033)

• Market Overview
• Red
• Near Infrared (NIR)
• Short Wave Infrared (SWIR)

Global VCSEL Market Size by Material & CAGR (2026-2033)

• Market Overview
• Gallium Arsenide (GAAS)
• Indium Phosphide (INP)
• Others

Global VCSEL Market Size by Application & CAGR (2026-2033)

• Market Overview
• Sensing
  • 3D Sensing
  • Gas Sensing
  • Optical Mice
• Data Communication
  • Optical Tranceivers
  • Active Optical Cabels
• Industrial Heating and Laser Printing
  • Additive Manufacturing
  • Laser Printing
• Emerging and Other Applications
  • LIDAR
  • In-Cabin Sensing
  • Atomic Clock and GPS
  • Magnetometer
  • Infrared Illumination for Surveillance
  • Pulse Oximetry

Global VCSEL Market Size by Data Rate & CAGR (2026-2033)

• Market Overview
• Up to 10 Gbps
• 10.1 to 25 Gbps
• Above 25 Gbps

Global VCSEL Market Size by Vertical & CAGR (2026-2033)

• Market Overview
• Consumer Electronics
• Data Center
• Automotive
• Commercial and Industrial
• Health Care
• Military

Global VCSEL Market Size & CAGR (2026-2033)

• North America (Type, Wavelength, Material, Application, Data Rate, Vertical)
  • US
  • Canada
• Europe (Type, Wavelength, Material, Application, Data Rate, Vertical)
  • Germany
  • Spain
  • France
  • UK
  • Italy
  • Rest of Europe
• Asia Pacific (Type, Wavelength, Material, Application, Data Rate, Vertical)
  • China
  • India
  • Japan
  • South Korea
  • Rest of Asia-Pacific
• Latin America (Type, Wavelength, Material, Application, Data Rate, Vertical)
  • Brazil
  • Rest of Latin America
• Middle East & Africa (Type, Wavelength, Material, Application, Data Rate, Vertical)
  • GCC Countries
  • South Africa
  • Rest of Middle East & Africa

Competitive Intelligence

• Top 5 Player Comparison
• Market Positioning of Key Players, 2025
• Strategies Adopted by Key Market Players
• Recent Developments in the Market
• Company Market Share Analysis, 2025
• Company Profiles of All Key Players
  • Company Details
  • Product Portfolio Analysis
  • Company's Segmental Share Analysis
  • Revenue Y-O-Y Comparison (2023-2025)

Key Company Profiles

• Lumentum Holdings Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Coherent (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Broadcom Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• ams OSRAM AG (Austria)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Thorlabs, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• TRUMPF Photonic Components (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• USHIO America, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Princeton Optronics, Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Vertilas GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Leonardo Electronics US Inc. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Laser Components GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Santec Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• IQE plc (UK)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• JENOPTIK AG (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Sony Corporation (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Hamamatsu Photonics K.K. (Japan)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Excelitas Technologies Corp. (USA)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Innolume GmbH (Germany)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments
• Focuslight Technologies Co., Ltd. (China)
  • Company Overview
  • Business Segment Overview
  • Financial Updates
  • Key Developments

Conclusion & Recommendations