VCSEL industry is facing a strong transformation at all levels. Could Apple change the game?

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“Globally, the VCSEL market is expected to generate more than US$1 billion revenue in 2020 and should reach US$2.7 billion in 2025 at a CAGR of 18.3%.” asserts Pierrick Boulay, Solid State Lighting and Lighting Systems within the Photonics, Sensing & Display division at Yole Développement (Yole).In this VCSEL market, telecom and infrastructure applications, mainly datacom, are expected to generate revenue of US$277 million in 2020 and should reach US$516 million in 2025 at a CAGR of 13.2%. Other applications are not significant yet but could emerge in the mid- to long-term, such as automotive applications like LiDAR or driver monitoring systems”.

In this context, Yole and System Plus Consulting investigate disruptive VCSEL technologies and related markets in depth for a while.

With an impressive collection of solid-state lighting report, Yole’s analysts point out the latest innovations and underline the business opportunities.

Released today, the VCSELs – Market and Technology Trends 2020 report gives detailed overview of the VCSEL technologies including the development status of GaN-based VCSELs and long wavelength VCSELs. This report provides a worldwide picture of the VCSEL industry with accurate data for each application.

In parallel, the reverse engineering & costing company, System Plus Consulting, has delivered two related reports this year:

  • Apple iPad Pro LiDAR Module: this full reverse costing study has been conducted to provide insights into technology data, manufacturing cost and selling price of the rear LiDAR scanner in the iPad Pro.
  • Smartphone 3D Sensing Modules Comparison 2020: this analysis is an accurate review of technologies and costs of 11 3D sensing modules found in flagship smartphones.

What are the economic and technological challenges of the VCSELs industry? What are the market drivers? Who are the suppliers to watch? What are the latest innovations? How is the VCSEL ecosystem organized and how will it evolve?…

Yole and System Plus Consulting present today their vision of the VCSELs industry… More info.

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