Recently, Yole, a well-known semiconductor analyst, released a report on the laser industry. It is estimated that the edge emitting laser (EEL) market will grow from $3.5 billion in 2021 to $7.4 billion in 2027, with a compound annual growth rate (CAGR 2021-2027) of 13%. Growth will continue to be driven by optical communications, such as optical modules and amplifiers for data communications and telecommunications, and 3D sensing applications.
EEL business is an important part of optoelectronic industry. At the technical system level, there is a strong competition among direct diodes, fiber lasers, DPSSL, OPSL and gas lasers.
At the same time, EEL industry is highly decentralized and diversified. Each application involves a specific supply chain/value chain. Manufacturers must establish different positioning to enter different markets. Most edge emitting laser manufacturers are vertically integrated, that is, epitaxy, front-end end of line (FEOL) processing, including all process steps related to the drawing of laser diode devices, and back-end end of line (BEOL) processing, including interconnection and packaging, are carried out internally.
Source: OFweek