수직 공진기 면발광 레이저(VCSEL) 시장 규모, 점유율, 성장 분석 : 유형별, 파장별, 소재별, 용도별, 데이터 레이트별, 업계별, 지역별 - 산업 예측(2025-2032년)
VCSEL Market Size, Share, and Growth Analysis, By Type (Single Mode, Multi-Mode), By Wavelength (Red, Near Infrared (NIR)), By Material, By Application, By Data Rate, By Vertical, By Region - Industry Forecast 2025-2032
수직 공진기 면발광 레이저(VCSEL) 시장 규모는 2023년 31억 달러로 평가되며, 2024년 37억 9,000만 달러에서 2032년 187억 달러로 예측 기간(2025-2032년) 동안 22.1%의 CAGR로 성장할 것으로 예상됩니다.
VCSEL 시장은 고속 및 장거리 데이터 전송 수요 증가와 차량용 LiDAR 시스템에서의 활용 확대에 따라 향후 몇 년 동안 강력한 성장이 예상됩니다. 최근 광통신의 발전은 100Gbit/s에서 차세대 400Gbit/s의 속도로 진화하고 있으며, 5G 인프라로 인한 데이터 밀도 증가와 함께 AI, VR/AR, IoT 등의 기술의 급속한 확장에 기인합니다. 또한, 3D 및 근접센싱용으로 스마트폰에 VCSEL이 탑재되는 경향이 강해지고 있으며, 특히 애플의 Face ID 기술 혁신이 중요한 트렌드가 되고 있습니다. 이러한 프론트엔드 얼굴인식에서 리어사이드 애플리케이션으로의 전환은 사진 촬영을 강화하기 위해 VCSEL 시장을 더욱 발전시키고 있습니다.
목차
소개
조사 방법
- 정보 조달
- 2차와 1차 데이터 방법
- 시장 규모 예측
- 시장 가정과 제한
주요 요약
- 세계 시장 전망
- 공급과 수요 동향 분석
- 부문별 기회 분석
시장 역학과 전망
- 시장 개요
- 시장 규모
- 시장 역학
- Porters 분석
주요 시장 인사이트
- 핵심성공요인
- 경쟁 정도
- 주요 투자 기회
- 시장 생태계
- 시장 매력 지수(2024년)
- PESTEL 분석
- 거시경제 지표
- 밸류체인 분석
- 가격 분석
수직 공진기 면발광 레이저(VCSEL) 시장 규모 : 유형별
수직 공진기 면발광 레이저(VCSEL) 시장 규모 : 파장별
- 시장 개요
- 적색
- 근적외선(NIR)
- 단파 적외선(SWIR)
수직 공진기 면발광 레이저(VCSEL) 시장 규모 : 소재별
- 시장 개요
- 갈륨 비소(GAAS)
- 인화인듐(INP)
- 기타
수직 공진기 면발광 레이저(VCSEL) 시장 규모 : 용도별
- 시장 개요
- 센싱
- 데이터 통신
- 산업용 가열 및 레이저 인쇄
- 신흥 및 기타 용도
- 라이다
- 차량내 센싱
- 원자시계와 GPS
- 자력계
- 감시용 적외선 조명
- 산소포화도측정
수직 공진기 면발광 레이저(VCSEL) 시장 규모 : 데이터 레이트별
- 시장 개요
- 최대 10Gbps
- 25 Gbps까지
- 25 Gbps 이상
수직 공진기 면발광 레이저(VCSEL) 시장 규모 : 업계별
- 시장 개요
- 가전
- 데이터센터
- 자동차
- 상업·산업용
- 건강 관리
- 군용
수직 공진기 면발광 레이저(VCSEL) 시장 규모
- 북미
- 유럽
- 아시아태평양
- 라틴아메리카
- 중동 및 아프리카
- GCC 국가
- 남아프리카공화국
- 기타 중동 및 아프리카
경쟁 정보
- 상위 5개사의 비교
- 주요 기업의 시장 포지셔닝(2024년)
- 주요 시장 기업이 채용한 전략
- 최근의 시장 동향
- 기업의 시장 점유율 분석(2024년)
- 주요 기업 개요
- 기업 상세
- 제품 포트폴리오 분석
- 기업 부문별 점유율 분석
- 매출 전년비 비교(2022-2024년)
주요 기업 개요
- 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 K.K.(Japan)
- Excelitas Technologies Corp.(USA)
- Innolume GmbH(Germany)
- Focuslight Technologies Co., Ltd.(China)
결론과 제안
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VCSEL Market size was valued at USD 3.1 billion in 2023 and is poised to grow from USD 3.79 billion in 2024 to USD 18.7 billion by 2032, growing at a CAGR of 22.1% during the forecast period (2025-2032).
The Vertical-Cavity Surface-Emitting Laser (VCSEL) market is projected to experience robust growth in the coming years, driven by rising demands for high-speed, long-distance data transmission and the expanding usage of these lasers in automotive LiDAR systems. Recent advancements in optical interconnections, evolving from 100 Gbit/s to next-gen 400 Gbit/s rates, are attributed to the rapid expansion of technologies such as AI, VR/AR, and IoT, alongside increasing data density fueled by 5G infrastructure. Furthermore, the growing incorporation of VCSELs in smartphones for 3D and proximity sensing-particularly following Apple's Face ID innovation-marks a significant trend. This shift from front-end facial recognition to rear-side applications for enhanced photography is 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 VCSEL market is significantly driven by the rising demand for Generative AI models, which necessitate enhanced computing capabilities and expedited data processing. This surge in demand has led to increased investments in data centers, where vertical cavity surface-emitting lasers (VCSELs) are crucial for facilitating high-speed optical interconnections. By improving data transfer rates, VCSEL technology supports the development of advanced AI-driven infrastructure. Moreover, Generative AI has the potential to enhance 3D sensing and imaging technologies, thereby bolstering existing applications and further fueling the growth of the VCSEL market as organizations strive to optimize their operational efficiency and data-handling capabilities.
Restraints in the Vcsel Market
A significant challenge facing the VCSEL market is the elevated production costs associated with these devices. Manufacturing VCSELs demands a high level of precision and access to advanced technologies and premium materials, which collectively contribute to a steep rise in expenses. This cost barrier hinders the accessibility of VCSELs for low-budget industries and small to medium enterprises (SMEs), ultimately restricting their wider adoption. Additionally, endeavoring to enhance quality and scalability for mass production further escalates operational costs, which consequently impedes the overall growth of the market. These factors collectively constitute a notable restraint on the VCSEL market's expansion potential.
Market Trends of the Vcsel Market
The VCSEL (Vertical Cavity Surface Emitting Laser) market is witnessing significant growth driven by the increasing adoption of these lasers in medical imaging and biomedical applications. Characterized by superior beam quality, precise wavelength control, and compact size, VCSELs are becoming essential tools for advanced biomedical sensing, particularly in nerve and tissue oximetry. This shift from traditional LEDs to VCSEL technology signifies a major trend as healthcare professionals seek more accurate and efficient methods of estimating blood oxygenation. The growing demand for precise medical diagnostics and imaging solutions is likely to further propel the VCSEL market in the coming years.
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, 2024
- PESTEL Analysis
- Macro-Economic Indicators
- Value Chain Analysis
- Pricing Analysis
Global VCSEL Market Size by Type & CAGR (2025-2032)
- Market Overview
- Single Mode
- Multi-Mode
Global VCSEL Market Size by Wavelength & CAGR (2025-2032)
- Market Overview
- Red
- Near Infrared (NIR)
- Short Wave Infrared (SWIR)
Global VCSEL Market Size by Material & CAGR (2025-2032)
- Market Overview
- Gallium Arsenide (GAAS)
- Indium Phosphide (INP)
- Others
Global VCSEL Market Size by Application & CAGR (2025-2032)
- 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 (2025-2032)
- Market Overview
- Up to 10 Gbps
- 10.1 to 25 Gbps
- Above 25 Gbps
Global VCSEL Market Size by Vertical & CAGR (2025-2032)
- Market Overview
- Consumer Electronics
- Data Center
- Automotive
- Commercial and Industrial
- Health Care
- Military
Global VCSEL Market Size & CAGR (2025-2032)
- North America (Type, Wavelength, Material, Application, Data Rate, Vertical)
- 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, 2024
- Strategies Adopted by Key Market Players
- Recent Developments in the Market
- Company Market Share Analysis, 2024
- Company Profiles of All Key Players
- Company Details
- Product Portfolio Analysis
- Company's Segmental Share Analysis
- Revenue Y-O-Y Comparison (2022-2024)
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
