垂直共振器面発光レーザー（VCSEL）の市場規模、シェア、成長分析：タイプ別、波長別、素材別、用途別、データレート別、業界別、地域別 - 産業予測 2025～2032年

垂直共振器面発光レーザー（VCSEL）市場規模は、2023年に31億米ドルと評価され、2024年の37億9,000万米ドルから2032年には187億米ドルに成長し、予測期間（2025～2032年）のCAGRは22.1%で成長すると予測されています。

VCSEL市場は、高速・長距離データ伝送需要の高まりと車載LiDARシステムでの利用拡大により、今後数年で力強い成長が予測されています。最近の光相互接続の進歩は、100Gビット/秒から次世代400Gビット/秒の速度へと進化しており、5Gインフラストラクチャによるデータ密度の増加とともに、AI、VR/AR、IoTなどの技術の急速な拡大に起因しています。さらに、3Dおよび近接センシング用としてスマートフォンにVCSELが搭載される傾向が強まっており、特にアップル社のFace ID技術革新が重要なトレンドとなっています。このようなフロントエンドの顔認識からリアサイドのアプリケーションへのシフトは、写真撮影を強化するためにVCSEL市場をさらに前進させています。

目次

イントロダクション

• 調査の目的
• 調査範囲
• 定義

調査手法

• 情報調達
• 二次と一次データの方法
• 市場規模予測
• 市場の前提条件と制限

エグゼクティブサマリー

• 世界市場の見通し
• 供給と需要の動向分析
• セグメント別機会分析

市場力学と見通し

• 市場概要
• 市場規模
• 市場力学
  • 促進要因と機会
  • 抑制要因と課題
• ポーターの分析

主な市場の考察

• 重要成功要因
• 競合の程度
• 主な投資機会
• 市場エコシステム
• 市場の魅力指数（2024年）
• PESTEL分析
• マクロ経済指標
• バリューチェーン分析
• 価格分析

垂直共振器面発光レーザー（VCSEL）市場規模：タイプ別

• 市場概要
• シングルモード
• マルチモード

垂直共振器面発光レーザー（VCSEL）市場規模：波長別

• 市場概要
• 赤色
• 近赤外線（NIR）
• 短波赤外線（SWIR）

垂直共振器面発光レーザー（VCSEL）市場規模：素材別

• 市場概要
• ガリウムヒ素（GAAS）
• リン化インジウム（INP）
• その他

垂直共振器面発光レーザー（VCSEL）市場規模：用途別

• 市場概要
• センシング
  • 3Dセンシング
  • ガスセンシング
  • 光学式マウス
• データ通信
  • 光トランシーバー
  • アクティブ光ケーブル
• 工業用加熱およびレーザー印刷
  • 付加製造
  • レーザー印刷
• 新興およびその他のアプリケーション
  • ライダー
  • 車内センシング
  • 原子時計とGPS
  • 磁力計
  • 監視用赤外線照明
  • パルスオキシメトリー

垂直共振器面発光レーザー（VCSEL）市場規模：データレート別

• 市場概要
• 最大10Gbps
• 25Gbpsまで
• 25Gbps以上

垂直共振器面発光レーザー（VCSEL）市場規模：業界別

• 市場概要
• 家電
• データセンター
• 自動車
• 商業・産業用
• 健康管理
• 軍隊

垂直共振器面発光レーザー（VCSEL）市場規模

• 北米
  • 米国
  • カナダ
• 欧州
  • ドイツ
  • スペイン
  • フランス
  • 英国
  • イタリア
  • その他欧州地域
• アジア太平洋地域
  • 中国
  • インド
  • 日本
  • 韓国
  • その他アジア太平洋地域
• ラテンアメリカ
  • ブラジル
  • その他ラテンアメリカ地域
• 中東・アフリカ
  • GCC諸国
  • 南アフリカ
  • その他中東・アフリカ

競合情報

• 上位5社の比較
• 主要企業の市場ポジショニング（2024年）
• 主な市場企業が採用した戦略
• 最近の市場動向
• 企業の市場シェア分析（2024年）
• 主要企業の企業プロファイル
  • 企業の詳細
  • 製品ポートフォリオ分析
  • 企業のセグメント別シェア分析
  • 収益の前年比比較（2022～2024年）

主要企業プロファイル

• 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）

結論と提言

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)
  • 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, 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