TrendForce forecasts the Micro LED CPO optical transceiver market will reach $848 million. The firm expects this valuation by 2030. Generative AI demand for high-speed optical communications drives this growth. Micro LED technology enables high-speed, short-distance data transmission within data centers.
Credo Technology Group is expanding into the sector. Credo acquired Hyperlume in the third quarter of 2025. The acquisition broadens Credo's optical interconnect portfolio.