Thaum Lub Rau Hli 6, Ministry of Industry thiab Information Technology tau tshaj tawm 5G daim ntawv tso cai ua lag luam rau Tuam Tshoj Telecom, China Mobile, China Unicom thiab Tuam Tshoj Xov Tooj Cua thiab TV, tshaj tawm txog kev tuaj txog ntawm 5G era.
Raws li lub hauv paus tsev thaiv ntawm 5G network lub cev txheej txheej, cov khoom tseem ceeb nyob rau hauv lub hauv paus chaw nres tsheb thiab cov khoom siv kis tau tus mob, kev lag luam kho qhov muag module kuj tau coj los ua ib qho kev tsim kho tshiab.Tuam Tshoj Cov Tub Lag Luam Kev Ruaj Ntseg tau kwv yees tias 5G kev lag luam yuav ua rau kom qhov kev thov rau kho qhov muag modules.Nyob rau hauv lub neej yav tom ntej, 5G lub teb chaws kev pab them nqi yuav xav tau kev tsim kho ntawm ze li ntawm 10 lab lub hauv paus chaw nres tsheb.Qhov kev thov kom muaj peev xwm ntau pua lab ntawm kev kub ceev kho qhov muag modules yuav tshaj 30 billion yuan hauv kev ua lag luam dhau los.Kaum txhiab daus las.
Kaum txhiab xaj ntawm kev siv tshiab, kev sib kis / kev nkag / kev sib txuas lus digital thiab lwm yam kev thov dav dav, kev ua lag luam zoo li vam meej;tab sis qhov saum npoo ntawm txoj kev vam meej yog qhov nyuaj rau nkaum tom qab cov kauj ruam nyuaj, tus nqi ntawm cov khoom siv kho qhov muag tseem poob qis, kev lag luam muaj kev sib tw ntau dhau, high-end (cov khoom lag luam qeeb hauv cov txheej txheem, cov nti tseem ceeb yog cov neeg, thiab cov uneven txoj kev loj hlob ntawm industrial saw tau dhau los ua teeb meem uas plague lub domestic industrial saw.
Txaus nyiam "foreground"
Raws li qhov tseeb kev lag luam kev sib txuas lus kho qhov muag tau tshaj tawm los ntawm LightCounting, 5G tau teem sijhawm los siv lossis dhau los ua ib qho ntawm peb qhov xwm txheej tseem ceeb uas yuav ua rau lub ntiaj teb optical transceiver ua lag luam kom ua tiav 14% kev loj hlob txhua xyoo (CAGR) ntawm 2003 thiab 2024. . Tau tshaj tawm, coj thawj kauj ruam hauv kev ua lag luam kwv yees.
Wei Leping, tus thawj coj ntawm Pawg Thawj Coj ntawm Pawg Sib Txuas Lus Technology ntawm Ministry of Industry thiab Information Technology, ntseeg tias 5G era optical module yuav coj mus rau hauv lub sijhawm loj.Raws li uplink ntug tus nqi ntawm 3Mbps thiab sib txawv networking hom, tus naj npawb ntawm 5G sab nraum zoov macro chaw nres tsheb yuav tsum yog tsawg kawg yog 1.2-2 npaug ntawm 4G;Kev pab them nqi feem ntau yog nyob ntawm kaum tawm lab ntawm lub hauv paus chaw me me, thiab 5G xav tias yuav nqa tau kaum lab ntawm 25/50/100Gbps optical modules.Tuam Tshoj Cov Tub Lag Luam Kev Nyab Xeeb tau kwv yees tias qhov ntsuas ntawm 5G era macro hauv paus chaw nres tsheb yuav ncav cuag 5 lab, thiab cov chaw nres tsheb me me yuav ncav cuag ze li 10 lab.Tag nrho cov peev ntawm peb lub tuam txhab loj hauv tsev yog ze rau 165 billion US dollars, uas yog ze li ntawm 50% loj dua 10G lub sij hawm ntawm 110 billion US dollars.
Kev kwv yees ntawm Guolian Securities kuj zoo siab, thiab nws ntseeg tias 5G optical module yuav muaj kev lag luam ze li ntawm 70 billion.Rau 5G bearers, 25/50/100Gb / s tshiab high-speed optical modules yog maj mam qhia nyob rau hauv lub pre- kis tau tus mob, nruab nrab kis tau tus mob thiab rov qab kis tau tus mob txheej.N × 100/200/400Gb / s high-speed optical modules yog dav siv nyob rau hauv backhaul convergence thiab core txheej.Taw qhia.
Tsis tas li ntawd, cov ntaub ntawv chaw hloov pauv mus rau ob-tier architecture tseem yuav ua rau kom qhov kev thov rau optical modules.Raws li Ovum cov txheeb cais thiab kev kwv yees, 100Gb/s optical modules yuav pib loj hlob sai hauv 2017. Nws xav tias los ntawm 2022, 100Gb/s optical modules muag cov nyiaj tau los yuav ua tiav los ntawm 2022. Yuav ntau tshaj $ 7 billion.
Lub zeem muag siab
Raws li kev txhawb nqa ntawm ntau yam, qhov kev thov rau optical modules yog nce, thiab cov kev cia siab ntawm qhov chaw zoo.Txawm li cas los xij, qhov xwm txheej tam sim no ntawm kev lag luam kev sib txuas lus kho qhov muag yog tias tus nqi ntawm cov modules poob qis, thiab nws tsis yooj yim rau cov tuam txhab ua kom muaj teeb meem.
Qhov kev thov siab rau kev loj hlob tawg tau ua rau muaj kev sib tw hnyav hauv kev ua lag luam, uas nyob rau hauv lem tau ua rau poob qis hauv cov nqi hauv kev lag luam kho qhov muag.Hais txog PON optical modules, cov nqi kuj poob.Dai Qiwei, tus thawj tswj khoom lag luam ntawm Guangxun davhlau ya nyob twg nkag mus rau cov khoom lag luam, tau hais tias lub ntiaj teb PON series cov khoom lag luam kev lag luam, 10GPON OLT / ONU tuaj yeem ua rau lub sijhawm tshwm sim sai, qhov sib xyaw ua ke txhua xyoo kev loj hlob yuav tsum ncav cuag 50% lossis ntau dua, uas yuav ua rau muaj kev sib tw ua lag luam hnyav zuj zus.Tus nqi ntawm PON kho qhov muag module cov khoom lag luam yuav qhia txog qhov avalanche.
Ntawm qhov tod tes, tus nqi ntawm cov khoom siv kho qhov muag tau poob qis ib xyoos ib zaug, thiab qhov kev poob qis no yuav nrawm dua hauv 5G era;Ntawm qhov tod tes, kev lag luam tsis zoo ntawm kev sib tw ntau dhau ntawm cov lag luam tau maj mam nthuav tawm, thiab kev noj qab haus huv ecological tau tawg.Raws li cov chaw tsim khoom kho qhov muag hauv tsev ntawm TOP3, Hisense Broadband CTO Li Dawei tau taw qhia tias "qhov tshwm sim ntawm kev tsis koom nrog kev sib tw yog tag nrho ntawm kev sib tw, thiab kev koom tes hauv kev sib tw yog sib npaug rau kev tua tus kheej ntev" tau dhau los ua kev lag luam.
Txoj kev loj hlob tsis sib xws ntawm cov saw hlau ua lag luam kuj yog qhov mob ntawm kev lag luam.Los ntawm qhov kev xav ntawm cov nyiaj tau los, hauv kev lag luam kev sib txuas lus kho qhov muag, cov nyiaj tau los tag nrho ntawm cov tuam txhab tsim khoom thiab cov tuam txhab chips yog qhov siab, thaum cov nyiaj tau los tag nrho ntawm cov khoom tsim thiab cov khoom ntim yog tsawg dua 10%.Kev nqis peev siab thiab cov txiaj ntsig siab tuaj yeem pab lub tuam txhab cov metabolism.Ntawm qhov tsis sib xws, nws yog qhov nyuaj rau kev ua tiav kev hloov pauv tas li nrog cov txiaj ntsig qis qis, uas yog qhov kev sib tw rau cov tuam txhab cuam tshuam.
Tsis tas li ntawd, cov txheej txheem hauv cheeb tsam ntawm high-end chips tau qeeb, thiab nws tau dhau los ua kev raug mob hnyav hauv kev tsim kho kev lag luam hauv kev sib txuas lus hauv tsev.Hauv kaum xyoo dhau los, ntxiv rau cov tub ntxhais optoelectronic chips, txawm hais tias cov lag luam hauv tsev muaj qhov zoo dua hauv cov ntim ntim thiab cov khoom tsim tawm, lawv tseem vam khom rau cov neeg xa khoom txawv teb chaws rau high-end optical chips thiab hluav taws xob chips, thiab qhov kev thov rau localization. yog ceev.
Nws yog qhov tsis lees paub tias los ntawm kev xav ntawm tag nrho 5G optical module ua lag luam, cov tswv lag luam thiab cov khoom lag luam loj tau koom tes ua lag luam, thiab lub ncuav mog qab zib yog qhov loj txaus;Txawm li cas los xij, thaum nkag mus rau hauv qeb ntawm cov khoom noj, lub ncuav mog qab zib no iab me ntsis.