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tool · [1 source] · · 中文(ZH) 机构:预估2030年Micro LED CPO光收发模块产值达8.48亿美元
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Micro LED CPO modules to hit $848M by 2030 on AI demand

Micro LED CPO optical transceiver modules are projected to reach an $848 million market value by 2030, according to TrendForce. This growth is driven by the increasing demand for high-speed optical communication fueled by generative AI. Micro LED technology offers low power consumption and a low bit error rate, positioning it as a key solution for short-distance, high-speed data transmission within data centers. AI

Summary written by gemini-2.5-flash-lite from 1 source. How we write summaries →

IMPACT Generative AI is driving demand for high-speed optical communication, making Micro LED technology a key component for future data center infrastructure.

RANK_REASON Industry research report projecting future market value for a specific technology. [lever_c_demoted from research: ic=1 ai=0.7]

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  1. 36氪 (36Kr) TIER_1 中文(ZH) ·

    Agency: Estimated Micro LED CPO optical transceiver module output value to reach $848 million in 2030

    36氪获悉,根据TrendForce集邦咨询最新Micro LED产业研究,生成式AI驱动高速光通信需求急速攀升,由于Micro LED具备仅1-2 pJ/bit的能耗,以及具有低于百亿分之一的误码率(Bit Error Rate, BER),有望在垂直扩展(Scale-Up)的数据中心网络中,与AEC(主动式电缆)及VCSEL NPO(垂直共振腔面射型雷射近封装光学)并列为机柜内(Intra-Rack)三大短距高速传输方案。因此,TrendForce集邦咨询预估,Micro LED CPO光收发模块市场产值将于2030年达8.48亿美元。