India, May 12 -- TrendForce's latest research into the Micro LED industry highlights how generative AI is driving rapid growth in demand for high-speed optical communications. Micro LED technology offers power consumption as low as 1-2 pJ/bit and ultra-low bit error rates (BER)

It's also emerging as one of the three major short-distance, high-speed intra-rack transmission solutions for scale-up data center networks, alongside active electrical cables (AEC) and VCSEL-based near-packaged optics (VCSEL NPO). As a result, TrendForce projects that the Micro LED CPO optical transceiver market will reach US$848 million by 2030.

Global supply chain players are expanding into optical communications and optical interconnects. Microsoft has intro...