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In 2025, NVIDIA will launch photonic switches with co-packaged optics (CPO), a bold move driven by technological necessity and surging market demand. This innovation, set to debut with the Quantum-X InfiniBand switches in late 2025 and Spectrum-X Ethernet switches in 2026, targets the explosive growth of AI-driven data centers.

While DeepSeek has successfully reduced AI training costs, the broader cost reduction of AI models is expected to expand application scenarios and drive an increase in global data center deployments. Optical transceivers, as a key component in data center interconnectivity, are set to benefit from the growing demand for high-speed data transmission. AI servers rely heavily on optical transceivers to convert electrical signals into optical signals, transmit them via optical fiber, and then convert received optical signals back into electrical signals.

The growing adoption of VCSEL for 3D sensing applications, such as smartphones for gesture control and facial recognition features, contribute to the VCSEL market growth.In addition, the use of VCSEL for data communication and LiDAR system for automotives propels the market growth.

LiDAR is rising to be the emerging component differentiating car models in China. According to Evan Chen, an analyst with DIGITIMES Research, global automotive LiDAR shipment is expected to reach 500,000 units in 2023, with China taking up at least 80% of it.

For the last 30 years, modern society has depended on data center networks. Networking speeds must continue to increase to keep up with the demand caused by emerging technologies such as autonomous vehicles (AVs) and artificial intelligence (AI). Further innovation in high-speed data will enable 800Gbps (800G) and 1.6Tbps (1.6T) network speeds.