Maybe this link as already been posted, but didn't get enough ofmy attention

Some interesting abstracts (to me) :

While GaAs-based VCSELs have revolutionized data communications systems by providing a low cost, highvolume manufacturing platform, the emerging trend is to use these devices as near infrared illumination sources to replace LEDs

The inherently better performance of VCSELs compared with LEDs and the desire to embed greater sensing capabilities is driving manufacturers to select VCSELs for their newest consumer electronics designs. However, the key to VCSELs successfully displacing LEDs is to be able to manufacture them with the same scale, quality and cost structure.

A 6-inch GaAs VCSEL platform provides 400% the wafer area of a 3-inch wafer and at least that many more die on each wafer. When comparing any increase in wafer diameter, the incremental production cost, epi material plus wafer processing, needs to be low enough to allow a cost benefit, assuming similar manufacturability and yields. As in all other semiconductor manufacturing scenarios, a larger diameter wafer provides the most compelling economics.

In order to provide a complete solution, it is important to build out the entire supply chain network. Concurrent with developing wafer fabrication capabilities, 6-inch VCSEL epitaxial wafers were introduced into the market. In fact, IQE plc announced availability of these materials in March 2014.

Epy wafer 6" from IQE --> March 2014, economy of scale

VCSEL foundry 6" --> 2015, economy of scale

Poet's VCSEL --> 2016, 10x economies at production and operating levels

The supply chain is definitly gearing up, therefore opening new possibilities...

Also, when it comes to compare LED to VCSEL

From Finisar : http://myvcsel.com/key-advantages-of-vcsel-technology/

Regards,