Nws yog lub sijhawm tos ntsoov rau kev lag luam kev vam meej hauv lub xyoo tshiab.Tom qab tshaj tawm kev txhawj xeeb txog theem tom ntej ntawm kev ua lag luam ob peb zaug, qhov kawg tshaj tawm los ntawm lub tuam txhab tshawb fawb kev lag luam LightCounting tau tig mus rau yav dhau los, taw qhia tias qee yam tsis zoo yav dhau los tau pib thim rov qab, thiab muab lub teeb.Yim yog vim li cas cov tuam txhab lag luam muaj kev cia siab txog kev lag luam xyoo tom ntej.
Ua ntej, pib ntawm peb lub hlis twg ntawm lub xyoo no, kev siv nyiaj ntawm cov chaw khaws ntaub ntawv super tau pib rov qab los thiab tab tom yuav nkag mus rau lub voj voog loj hlob tshiab.Lwm lub tuam txhab tshawb fawb txog kev lag luam, Dell Oro tsab ntawv tshaj tawm Q3 tshiab, tau sau tseg tias kaum lub chaw pabcuam huab loj tau siv $ 17.9 nphom hauv cov chaw khaws ntaub ntawv lub quarter no, nce 14% xyoo-rau-xyoo.Cov chaw tshiab cov ntaub ntawv thiab kev hloov kho neeg rau zaub mov yuav ua rau muaj kev nce ntxiv hauv cov ntaub ntawv siv nyiaj xyoo tom ntej;
Qhov thib ob, kev muag khoom ntawm cov tuam txhab datacom cov khoom lag luam tau pib ruaj khov thiab xav tias yuav ua tiav kev loj hlob zoo.Kev muag khoom ntawm H3C thiab Inspur hauv lub quarter thib peb tau nce 39% thiab 23%, feem;
Peb, kev muag khoom ntawm cov tuam txhab kho qhov muag kho qhov muag tag nrho yuav ncav cuag cov ntaub ntawv siab hauv lub quarter thib plaub.Kev muag khoom ntawm kev lag luam khoom siv kho qhov muag hauv rau lub hlis dhau los tau nce 13% xyoo-rau-xyoo, thiab nws xav tias yuav nce 19% xyoo tom ntej;
Plaub, qhov kev xa tawm ntawm 5G pib nyob rau lub quarter thib peb ntawm lub xyoo no yuav txhawb qhov kev thov rau 10G, 25G grey thiab IP lub teeb modules.LightCounting kwv yees tias kev lag luam wireless optical module muag hauv 2019 yuav ob npaug rau xyoo, thiab qhov nruab nrab txhua xyoo kev loj hlob hauv 5 xyoo tom ntej yuav ncav cuag 20%;
Thib tsib, kev muag khoom ntawm DWDM optical modules nyob rau hauv ib nrab ntawm 2019 yuav tsum nce 11% xyoo-rau-xyoo thiab 7% thoob plaws hauv lub xyoo.DCI thiab nkag mus rau hauv kev siv network yog qhov tseem ceeb tsav tsheb.Cov qub feem ntau yuav tsum tau coherent optical modules thiab tom kawg yog 10G modules;
Thib rau, sawv cev los ntawm kev xa tawm ntawm 64Gbps Fiber Channel thiab 10G PON, cov neeg ua haujlwm hauv network tau pib xa cov khoom siv ceev dua, uas tseem muab cov khoom siv kho qhov muag muag ntau dua;
Thib xya, ntau yam kev sib txuas ntawm qhov muag pom tau coj ntau lub sijhawm tshiab.Nyob rau hauv lub thib ob ib nrab ntawm lub xyoo no, kev muag khoom ntawm optical interconnection khoom tau nce 14% xyoo-rau-xyoo, thiab kev loj hlob tus nqi nyob rau hauv tsib lub xyoos tom ntej no yuav ncav cuag qhov nruab nrab txhua xyoo tus nqi ntawm 27%.Ntxiv nrog rau cov ntaub ntawv hauv chaw siv, kev ua haujlwm siab, kev sib txuas ntawm lub router, thiab txawm tias tub rog, cov ntawv thov kev lag luam kuj suav nrog.Raws li AOC thiab Embedded Optical Module EOM tsab ntawv ceeb toom tom qab tso tawm los ntawm LightCounting, kev taw qhia txog 400G thev naus laus zis tshiab yuav ua rau AOC kev lag luam nce 20% lossis ntau dua hauv 2023 piv rau 2018, tab sis tus lej yuav txo los ntawm 43%, feem ntau. vim Suav cov ntaub ntawv Qhov cuam tshuam ntawm kev txo qis hauv kev thov rau 1xN AOCs los ntawm cov neeg ua haujlwm hauv nruab nrab;
Yim, qhov nce hauv cov ntawv thov kev hnov mob tau coj ntau qhov kev thov rau cov khoom siv kho qhov muag, suav nrog lub xov tooj ntawm tes 3D sensing, lidar, AR / VR, thiab lwm yam .;
Hauv kev tshawb nrhiav kev lag luam kev sib txuas lus kho qhov muag, LightCounting daim ntawv tshaj tawm yog raws sijhawm thiab fickle.Los ntawm megatrends thiab qee cov ntsiab lus, peb muaj laj thawj ntseeg tias yim yam uas lawv tau muab rau hauv cov ntawv tshaj tawm, tab sis qee qhov tsis zoo hauv qhov chaw macro tsis tau raug tshem tawm.5G daim ntawv thov tseem tsis meej, thiab tseem xav tau kev ceev faj txog qhov tsim nyog.