Express News | TrendForce: VCSEL market demand is projected to reach 650 million units by 2031.

TrendForce’s latest report, "2027 Infrared Sensing and Optical Communication Market Trends," highlights that VCSEL NPO (Near-Packaged Optics) is gaining prominence due to its low power consumption, high maintenance flexibility, and relatively mature supply chain, driven by the rapid growth in Scale-Up (vertical expansion) network transmission demands within data centers. Major manufacturers, including Lumentum, Furukawa Electric, Coherent, Broadcom, ams OSRAM, and HiSilicon, have all invested in R&D. With numerous VCSEL NPO solutions expected to enter the market from 2027–2028, coupled with demand for short-range optical transceiver modules, the VCSEL market demand is projected to reach 650 million units by 2031, representing a compound annual growth rate (CAGR) of 38% from 2025 to 2031.

Latest12:30

OCP Outlook: Power Planning, Optical Module Trends, and the Scale-Up Battle

Main points1.6T optical module transformation winners: Jefferies believes that MTSI (MACOM) and LITE (Lumentum) are the most exposed and most favored targets in the 1.6T optical module transition.

CSOP04:07

Lumentum Stock Breaks Out of Its Spring Range: Here's the Level to Watch Next

Lumentum Holdings Inc. (NASDAQ:LITE) has cleared the ceiling that held the stock in check for nearly five months. Traders now want to know whether the old ceiling becomes the support.LITE stock is

Benzinga00:12

Nvidia, Micron and Other 5 S&P 500 Stocks With +100% Revenue Growth

Doubling revenue in a year is rare for any company. For an S&P 500 member, it's even more unusual. Yet seven companies in the index are doing it right now, with each reporting quarterly sales at

BenzingaOct 7 22:06

U.S. stocks in the optical communications sector fell collectively, with Lumentum dropping nearly 4%.

Gelonghui, October 7 | In the U.S. stock market, optical communications concept stocks fell across the board. Among them, Applied dropped more than 6%, Tower Semiconductor, Astera Labs, and Coherent

Gelonghui FinanceOct 7 21:55

Bernstein Maintains Lumentum(LITE.US) With Buy Rating, Maintains Target Price $1,220

Bernstein analyst Daniel Zhu‏ maintains $Lumentum(LITE.US)$ with a buy rating, and maintains the target price at $1,220.According to TipRanks data, the analyst has a success rate of 100.0% and a

Futu NewsOct 7 18:31