市場調查報告書
商品編碼
1625193
到 2030 年垂直共振腔面射型雷射(VCSEL) 市場預測:按類型、波長、技術、封裝類型、輸出功率、應用、最終用戶和地區進行的全球分析Vertical Cavity Surface Emitting Laser (VCSEL) Market Forecasts to 2030 - Global Analysis By Type (Single-mode VCSELs, Multi-mode VCSELs, and Other Types), Wavelength, Technology, Packaging Type, Output Power, Application, End User and By Geography |
根據Stratistics MRC預測,2024年全球垂直共振腔面射型雷射(VCSEL)市場規模將達到22.3億美元,2030年將達到59.4億美元,預計在預測期內複合年成長率將達到17.7%。
垂直共振腔面射型雷射(VCSEL) 是一種半導體雷射器,與傳統的邊射型雷射不同,它發射垂直於裝置表面的光。 VCSEL 以其高效率、低功耗和產生窄聚焦光束的能力而聞名。由於其緊湊的設計、可靠性和成本效益,它被廣泛應用於光學資料通訊、3D感測、臉部辨識以及汽車和工業雷射雷達系統等應用。
根據斯德哥爾摩國際和平研究所(SIPRI)的數據,美國將在2022年軍事開支最高的國家排名中領先,其軍事開支將達8,770億美元。
3D感測和影像處理的需求
對 3D 感測和影像不斷成長的需求在擴增實境(AR)、手勢姿態辨識和臉部辨識等應用中發揮關鍵作用。 VCSEL 為深度映射提供高精度和可靠性,從而在智慧型手機和穿戴式裝置等消費性電子產品中實現精確的 3D 影像。 VCSEL 能夠發射狹窄、聚焦的光束,從而實現詳細且快速的 3D資料捕獲。此外,VCSEL 在自動駕駛汽車的 LiDAR 系統中也很重要,可以改善物體偵測和環境測繪。隨著業界擴大採用 3D 感測技術,VCSEL 對於先進成像和感測應用變得至關重要。
製造複雜性
VCSEL製造流程需要精確的材料分層和複雜的垂直共振器結構設計,需要先進的半導體製造技術。該製程涉及高品質外延生長、精密蝕刻和元件的仔細對準,使其比傳統的邊射型雷射更複雜。此外,大規模製造品質穩定的高性能 VCSEL 需要專門的設備和專業知識,這會增加製造成本。這種複雜性可能會限制大規模採用,尤其是在價格敏感的行業。
醫療保健應用的成長
使用這些雷射器進行非侵入性診斷、光學相干斷層掃描 (OCT) 和生命徵象監測感測器的醫療設備正變得越來越普遍。 VCSEL 提供快速、精確且可靠的光學性能,使其成為先進成像系統和診斷設備的理想選擇。此外,其能源效率和小尺寸對於需要長電池壽命和小外形規格的穿戴式健康設備(例如血糖監測儀和脈動式血氧監測儀系統)來說是重要的優勢。隨著醫療保健行業不斷擁抱數位化和遠端監控,VCSEL 的使用預計將成為提高診斷準確性和促進更有效的患者照護的關鍵。
有限的波長範圍
與邊射型雷射等其他雷射技術相比,VCSEL 因其波長範圍窄而受到限制。 VCSEL 通常在較窄的波長範圍內工作,這會限制其在需要更寬頻譜的某些應用中的使用。這項限制影響了其在通訊等領域的採用,在這些領域中,遠距資料傳輸需要更寬的波長範圍,而在某些工業應用中,材料處理可能需要高功率或特定波長。
COVID-19 的影響
COVID-19 大流行對 VCSEL 市場產生了各種影響。這場危機最初擾亂了供應鏈並減緩了製造速度,但隨著醫療保健系統適應了這一流行病,非侵入性診斷和溫度感測等醫療應用對 VCSEL 的需求激增。此外,遠距工作的增加以及消費性電子產品中臉部辨識和 AR 應用中 3D 感測技術的使用增加,推動了 VCSEL 的採用,並為疫情後期的市場復甦做出了貢獻。
單模 VCSEL 市場預計將在預測期內成為最大的市場
單模 VCSEL 細分市場由於能夠提供高精度和低發散光束,預計將擁有最大的市場規模,使其成為需要精確資料傳輸和感測的應用的理想選擇。單模VCSEL在遠距傳輸中表現出優異的性能,因此被廣泛應用於資料中心和通訊等光纖通訊系統。此外,它在臉部辨識和LiDAR系統等 3D 感測應用中的使用進一步推動了其採用,因為它提高了高精度測量的解析度和焦點。
資料通訊產業預計在預測期內複合年成長率最高
預計資料通訊產業在預測期內將經歷最高的複合年成長率。 VCSEL 擴大用於近距離資料傳輸應用,例如資料中心、電信網路和高效能運算系統。 VCSEL 的高資料速率、能源效率和緊湊的尺寸使其成為透過光纖電纜傳輸大量資料的理想選擇。由於對更快、更可靠的資料傳輸的需求不斷成長,高頻寬應用和互連繼續選擇 VCSEL。
由於技術的快速進步以及消費性電子、汽車和工業應用的需求不斷成長,預計亞太地區將在預測期內佔據最大的市場佔有率。該地區強大的製造基礎,尤其是中國、韓國和日本等國家的製造基礎,正在推動 VCSEL 在智慧型手機、3D 感測和自動駕駛汽車 LiDAR 系統中的採用。電訊和資料中心對高速資料連接的需求不斷成長也推動了市場的發展,使亞太地區成為 VCSEL 技術的重要成長地區。
預計北美地區在預測期內的複合年成長率最高。這是由於通訊、汽車和消費性電子產業的高需求。智慧型手機、臉部辨識和自動駕駛汽車 LiDAR 系統等 3D 感測技術的日益普及正在推動 VCSEL 的使用。此外,該地區在資料中心和高速光纖通訊通訊應用方面的領先地位進一步支持了市場。北美對創新、先進製造技術以及對智慧和自動駕駛技術的投資的關注是持續擴張的關鍵驅動力。
According to Stratistics MRC, the Global Vertical Cavity Surface Emitting Laser (VCSEL) Market is accounted for $2.23 billion in 2024 and is expected to reach $5.94 billion by 2030 growing at a CAGR of 17.7% during the forecast period. A Vertical Cavity Surface Emitting Laser (VCSEL) is a type of semiconductor laser that emits light perpendicular to the surface of the device, unlike traditional edge-emitting lasers. VCSELs are known for their high efficiency, low power consumption, and ability to produce a narrow, focused beam of light. They are widely used in applications such as optical data communication, 3D sensing, facial recognition, and LiDAR systems for automotive and industrial uses due to their compact design, reliability, and cost-effectiveness.
According to the Stockholm International Peace Research Institute (SIPRI), the United States led the ranking of countries with the highest military expenditure in 2022, with USD 877 billion dedicated to the military.
Demand for 3D sensing and imaging
The growing demand for 3D sensing and imaging plays a crucial role, particularly in applications such as augmented reality (AR), gesture recognition, and facial identification. VCSELs provide high precision and reliability for depth mapping, enabling accurate 3D imaging in consumer electronics, such as smartphones and wearables. Their ability to emit narrow, focused beams of light allows for detailed and rapid 3D data capture. Additionally, VCSELs are crucial in LiDAR systems for autonomous vehicles, improving object detection and environmental mapping. As industries increasingly adopt 3D sensing technologies, VCSELs are becoming integral to advanced imaging and sensing applications.
High manufacturing complexity
The fabrication process of VCSELs requires precise layering of materials and intricate design of the vertical cavity structure, which demands advanced semiconductor manufacturing techniques. The process involves high-quality epitaxial growth, precise etching, and careful alignment of components, making it more complex than traditional edge-emitting lasers. Additionally, producing high-performance VCSELs with consistent quality at scale requires specialized equipment and expertise, which can lead to higher production costs. This complexity can limit mass adoption, especially in price-sensitive industries.
Growth in healthcare applications
Medical equipment that use these lasers for non-invasive diagnostics, optical coherence tomography (OCT), and vital sign monitoring sensors are becoming more and more common. VCSELs provide high-speed, accurate, and dependable optical performance, which makes them perfect for sophisticated imaging systems and diagnostic instruments. Additionally, their energy efficiency and tiny size are important benefits for wearable health devices that need long battery life and small form factors, such glucose monitors and pulse oximeters. The use of VCSELs is expected to be vital in enhancing diagnostic precision and facilitating more effective patient care as the healthcare industry continues to embrace digitalization and remote monitoring.
Limited wavelength range
The narrow wavelength range of VCSELs in comparison to other laser technologies, such edge-emitting lasers, is a market constraint. VCSELs typically operate in a narrow range of wavelengths, which can restrict their use in certain applications that require a broader spectrum. This limitation can impact their adoption in fields like telecommunications, where a wider wavelength range may be needed for long-distance data transmission, or in certain industrial applications requiring high-power or specific wavelengths for material processing.
Covid-19 Impact
The COVID-19 pandemic had a mixed impact on the VCSEL market. While the crisis initially disrupted supply chains and delayed manufacturing, the demand for VCSELs in medical applications, such as non-invasive diagnostics and temperature sensing, surged as healthcare systems adapted to the pandemic. Additionally, the rise in remote work and increased use of 3D sensing technologies for facial recognition and AR applications in consumer electronics helped boost the adoption of VCSELs, contributing to market recovery in the latter stages of the pandemic.
The single-mode VCSELs segment is expected to be the largest during the forecast period
The single-mode VCSELs segment is estimated to be the largest, due to their ability to provide high-precision, low-divergence beams, making them ideal for applications requiring accurate data transmission and sensing. Single-mode VCSELs are widely used in optical communication systems, including data centers and telecommunications, due to their superior performance in long-range transmission. Additionally, because they provide improved resolution and focus for high-accuracy measurements, their use in 3D sensing applications, such facial recognition and LiDAR systems, further propels their adoption.
The data communication segment is expected to have the highest CAGR during the forecast period
The data communication segment is anticipated to witness the highest CAGR during the forecast period. VCSELs are increasingly used in short-range data transmission applications, such as in data centers, telecom networks, and high-performance computing systems. Their ability to support high data rates, energy efficiency, and compact size makes them ideal for transmitting large volumes of data over fiber-optic cables. High-bandwidth applications and interconnects continue to choose VCSELs as the demand for quicker, more dependable data transfer increases.
Asia Pacific is expected to have the largest market share during the forecast period due to fast technological advancements and increasing demand for consumer electronics, automotive, and industrial applications. The region's strong manufacturing base, particularly in countries like China, South Korea, and Japan, fuels the adoption of VCSELs in smartphones, 3D sensing, and LiDAR systems for autonomous vehicles. The market is also driven by the increasing demand for high-speed data connection in telecoms and data centers, which makes Asia Pacific a crucial growth region for VCSEL technology.
During the forecast period, the North America region is anticipated to register the highest CAGR, owing to high demand from the telecom, automobile, and consumer electronics sectors. The growing adoption of 3D sensing technologies in smartphones, facial recognition, and LiDAR systems for autonomous vehicles boosts VCSEL usage. Additionally, the region's leadership in data centers and high-speed optical communication applications further supports the market. North America's emphasis on innovation, sophisticated manufacturing skills, and investments in smart and autonomous technologies are major drivers of continuous expansion.
Key players in the market
Some of the key players profiled in the Vertical Cavity Surface Emitting Laser (VCSEL) Market include Lumentum Operations LLC, Broadcom Inc., Laser Components GmbH, TruCorp, Osram Opto Semiconductors GmbH, VCSELs Inc., TRUMPF GmbH + Co. KG, Zygo Corporation, Sony Corporation, Philips Photonics, Vixar Inc., Alight Technologies, Lumineq Displays, Kyocera Corporation, Shenzhen Hi-LED Optoelectronics Co., Ltd., Lasea, Panasonic Corporation, and Heidelberg Instruments.
In October 2023, Lumentum introduced a new series of high-power VCSELs specifically designed for LiDAR systems used in autonomous vehicles and industrial applications. These VCSELs offer higher performance with increased reliability and efficiency, meeting the growing demand for precise 3D mapping and distance sensing.
In September 2023, Broadcom launched a new line of VCSELs aimed at enhancing optical data communication speeds for data centers and telecommunications. These VCSELs offer improved energy efficiency and bandwidth capabilities, catering to the growing demand for faster data transfer in cloud computing.
In June 2023, Vixar launched a new range of VCSELs optimized for 3D sensing and gesture recognition in consumer electronics. The new product promises enhanced performance in applications like facial recognition, augmented reality (AR), and virtual reality (VR) systems, further driving the adoption of VCSELs in the smartphone and wearables markets.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.