Nekupihwa zviri pamutemo kwemarezenisi e5G neBazi reIndasitiri uye Ruzivo rweTekinoroji, musika wekutaurirana wemaziso watora pfungwa dzakasimba kubva kumusika.Pa21st China International Optoelectronic Exposition (CIOE 2019), makambani zviuru zviviri zveoptoelectronic akapinda muchiratidziro, achitarisa pane zvakawanda zvigadzirwa zveoptoelectronic uye zvine hukama zvinopisa uye matekinoroji.Panguva imwecheteyo, masheya ane chekuita akavhurwa, kubva munaGunyana 9, ZTE, Cambridge Technology uye mamwe maindasitiri ane muganho wezuva nezuva.
Securities Times·e mutori wenhau akabvunzurudza nhamba yevaratidziri vekambani yakanyorwa vakawana kuti 400G uye mamwe ma-high-frequency optical modules zvishoma nezvishoma akapinda mumakwikwi ekugadzirwa kwehuwandu kubva pamakwikwi matsva ekubudiswa kwechigadzirwa, vagadziri vakuru vakamhanyira kumhanyira, vane tariro pamusoro peindasitiri. kudzoreredza maitiro muhafu yechipiri uye gore rinouya Munguva inotevera, iyo indasitiri yemumba haizoregi kudzoreredza;zvakasiyana, kukwikwidza mumusika wefiber optical kuchiri kuzara, uye vagadziri vakakodzera vanoisa chiono chavo mumusika wedata.
400G optical module makwikwi ese-kutenderera
Pachiratidziro, Securities Times·e mutori wenhau akaona kuti Cambridge Technology yakaratidza 400G QSFP56-DD zvigadzirwa zve optical module uye mifananidzo yemaziso inowirirana, uye 200G FR optical modules yakaratidzwawo.Huang Gang, sachigaro wekambani iyi, akaudza vatori venhau kuti zvigadzirwa zvekambani ye400G zvakatengeswa uye zvakaunzwa kumiyedzo midiki nevatengi vekuNorth America.
Inofanira kunge iri imwe yemakambani ari kukurumidza kukura muindastiri, ine mutengo wakaderera, yakaderera mashandisiro emagetsi uye yakaderera latency.specialty.
"Chigadzirwa che400G chakaburitswa gore rapfuura!"Vashandi veCambridge Tech vakaudza vatori venhau kuti yave kuda kupinda mukugadzirwa kwevanhu vakawanda.Iyo kambani yakaratidzawo nhevedzano ye optical module zvigadzirwa senge 5G kumberi / kudzoka kutapurirana.
Sekureva kwemishumo, 5G isina waya network inoda kushandisa 10G uye 25G optical modules ine kutapurirana kureba kwe300 metres, 10 makiromita, 20 makiromita uye 40 makiromita.Panguva imwecheteyo, kushandiswa kwebidirectional BIDI uye wavelength division multiplexing tekinoroji kugadzirisa iyo inoshanda dhizaini maitiro Isina kukwana fiber zviwanikwa.
Sekureva kweiyo indasitiri midhiya yeC114 mushumo, Guangxun Technology yakaita musangano wekusimudzira panguva yekuratidzira, uye iyo 400G ine hukama mamodule emusika wedata data ainyanya kushandiswa kuchizvarwa chinotevera data center architecture.Zvinotarisirwa kuti muna 2020, chiyero chekutengeserana chichaumbwa mudzimba dze data.
Zhongji Xuchuang airatidzawo nekuratidza zvimwe zvigadzirwa.Maererano neshoko rekutanga, kugadzirwa kwakawanda kwe400G optical module zvigadzirwa zviri mukufambira mberi.Bhizimisi re data data rinonyanya kune vatengi vekune dzimwe nyika vakadai seNorth America.Panguva imwecheteyo, inogadzirawo marongerwo mu5G pre-transmission, pakati nepakati uye. backhaul.
Yakakura marongero e5G kumberi kwemwenje transmission module
Chiyero chekutapurirana kweiyo optical module munda zvakare nekukurumidza kuvandudzwa.
Pachiratidziro ichi, China Information and Communication Research Institute yakabatana neTerai Lab, Tencent, Huawei, Xinhua III, Hisense Broadband, Guangxun Technology, Sumitomo Electric, Lixun Precision, Shanyi Electric nemamwe 9 indasitiri masangano, vatengi nevagadziri Vakagadzira 800G. Pluggable MSA Working Group kusimudzira kuvandudzwa kwemaindasitiri maratidziro e800G pluggable optical modules.
Dr. Vladimir Kozlov, muvambi uye Mutungamiriri Mukuru we LightCounting, kambani inonyatsozivikanwa yekutsvakurudza kwemusika mundima ye optical, inofanotaura kuti cloud data center operators vanofanira kuisa 800G optical modules kuti varambe vachifambirana nekukura kwehuwandu hwemashoko mu2023-2024.Yakawanda 800G ichave pluggable modules.
Mukuwedzera, mumunda we5G pre-light transmission module, Mingpu Opto-Magnet yakaratidza kambani ye5G pre-transmission, data center uye FTTH series yezvigadzirwa uye mhinduro dze5G yekutengesa mararamiro. Maererano nemishumo, kambani yakagara kwemwedzi ye9. yekutsvagisa nekusimudzira, yekutanga kuve yakazara yakazara ye25G imwe-stop yakananga vatengesi vemigodhi, zvigadzirwa zvekambani zvinogona kugonesa vatengi kuwana 100% -200% kuwedzera kwefiber-optic resource utilization rate yechinangwa 5G yekufambisira mberi network.
Pane iyi fairi, Jin Xinnuo airatidza 25G yakaderera-inodhura inogoneka color light module ye5G prequel.Maererano nemishumo, chigadzirwa ichi ndicho chekutanga muindastiri uye chakavhura zvizere nguva yehungwaru ye5G prequel.
Sachigaro weBhodi reVatungamiriri veHuang Xinnuo, Huang Changhua, muenzi weSecurities Times uye e-kuferefeta kweiyo 5G dhizaini, akataura kuti kambani nevakuru vepamba uye vekunze vanoshanda, vatengesi vemidziyo uye vatengesi veantenna vakatanga Design In mode, kumberi. -Kutarisa mudziyo mutsva we5G masisitimu nemidziyo.Inopa huwandu hwakazara hwakaoma hwepamusoro-inoshanda chiratidzo chekubatanidza zvigadzirwa uye inoenderana neyakagadzirirwa masevhisi akadai seRF transmission, yakaderera-frequency transmission, optical transmission, high-speed transmission, simba rekufambisa, PCB uye chip modules.
Vashandi veSDF vakati iyo indasitiri yefiber iripo ichiri mu "girinhi uye yero" nguva kubva ku4G kuenda ku5G. Iyo kambani ichawedzera pamwe neketani yeindastiri uye ichaita 5G prequel, iyo yakaoma kupfuudza nekupfuura kumashure. 25G uye 100G misika, 400G inotarisirwa kutanga zvakare gore rinouya.
Musika weOptical module unozounza shuffling
Sekureva kweLightCounting data, musika wepasi rose optical module uchasvika mabhiriyoni gumi nematanhatu emadhora ekuAmerica muna 2024, uye chikamu cheEthernet optical module musika uchawedzera kubva pa45% muna 2016 kusvika 64% muna 2024. Neiyo 5G yekutengesa, iyo pre-transmission module. zvichava pamwero mukuru;mumusika wedata, iyo 100G optical module ine yakakura kwazvo musika mugove, uye iyo 400G yakatanga kuwedzera mu2019.
Maonero emusika aya akakwezvawo vatori vechikamu vazhinji.Panguva imwecheteyo foramu yechiratidziro, nyanzvi dzakafungidzira kuti kune vangangoita 300-400 epamba optical module vatengesi, uye kukwikwidza kunonyanya kutyisa.Mutori wenhau akacherekedza kuti makambani makuru optical fiber akadai seChangfei Optical Fiber Co., Ltd. akaisawo tsoka munzvimbo yedata uye akaisa musika weOptical module.Panguva imwecheteyo, optical communication products.Mutengo wakaderera zvakanyanya.
Huatai Securities yakaratidza kuti kudiwa kwe100G digital light modules kwakasimba kubva ku2017 kusvika ku2018, asi nekuda kwekuiswa kwemichina mitsva uye kuderedzwa kwevatengi vakaderera, mutengo wenhamba yose yechiedza-passing modules yakaderera zvakanyanya.LightCounting yakaratidza kuti chiyero chepakati chemutengo we digital pass-through modules yakaderera kubva ku6 + USD / Gbps mu 2016 kusvika ku US $ 3 / Gbps muna 2018. Zvinotarisirwa kuti kuderera kwemutengo kuchaderera mu 2020-2024, uye mutengo. yezvigadzirwa zvakagadziriswa zvichadonha zvishoma muna 2024. Pamusoro pezinga re $ 1 / Gbps.
Zvinoenderana nehuwandu hweMhepo, huwandu hwepakati hwekukura kwetwo purofiti yemakambani akanyorwa muhafu yekutanga yegore rino yakadzikira neinosvika 2% zvichienzaniswa nenguva yakafanana yegore rapfuura.
Vamwe varatidziri vakaudzazve vatori venhau kuti kuvaka kwe5G kwakaunzawo makwikwi anotyisa muindasitiri yeOptical module, uye zvinotarisirwa kuti pachave nekutenderera kwekuchinja mune ramangwana.Nekudaro, nzira yehunyanzvi yehofori dzemhiri kwemakungwa yekusimudzira zvigadzirwa zvechizvarwa chinotevera haina kubatanidzwa.Semuenzaniso, Amazon inosarudza 400G chigadzirwa nepamusoro-soro yekufambisa, uye Facebook inovaka mutsva wepamusoro-density 100G switch fabric, iyo inonyanya kukoshesa kugadzikana kwetiweki.
Nekune rimwe divi, zvakakanganiswa neSino-US kutengeserana frictions uye macroeconomic downdown, mhiri kwemakungwa data center hofori dzakaderedza kuda kwavo kutenga gore rapfuura, uye vavariro yavo yehardware yakaderera.Kutsiva tekinoroji kunotora nguva, asi musika wekukurumidza wekucheka mu400G optical modules uchakurumidza kupfuura 100G.
400G inotarisirwa kuunza muyero wekutengesa
Varatidziri vachine chivimbo mukupora kwemusika.Chirevo chekuongorora cheTianfeng Securities chakaratidza kuti nekudzikamiswa uye kudzoreredzwa kwegore computing vatengesi 'capital expenditure, iyo yese maindasitiri cheni kubva kunzvimbo dzedhata, network zvishandiso kune yakakwirira-kumhanya Optical module ichasimudzirwa.
Pamusoro pezvo, nyika iri kusimudzirawo kusimudzira indasitiri huru yedata.Musi waGunyana 4, Bazi reIndasitiri uye Ruzivo rweTekinoroji rakaburitsa“Mafungiro Anotungamira paKuvandudzwa kweIndasitiri Yakakura Data (Draft for Comment)”, uye yakurudzira kuvaka National Industrial Internet Big Data Center panosvika 2025, kurima epasi rose epamusoro maindasitiri makuru ekugadzirisa data vanopa, uye kugadzira nyika.Zvinangwa zvakanangana senge itsva maindasitiri ekuratidzira indasitiri.
Mazhinji makambani akanyorwa akaratidzawo kuti maodha achatangazve muchikamu chechipiri chegore rino, ane tarisiro pamusoro pekukura kwemusika muhafu yechipiri uye gore rinouya.Zhongji Xu Chuang akataura kuti kubva muchikamu chechipiri, nekuda kwekuda kwevatengi vakakosha kwe100G uye zvimwe zvigadzirwa zvakatanga kutora, 400G zvigadzirwa zvakatanga kuwedzera zvishoma nezvishoma, uye 5G prequel zvigadzirwa zvakatanga kuendeswa mumabhechi.Mari yekutengeswa kwekambani uye purofiti yakaenzaniswa.Chikamu chekutanga chemhete chave chichivandudza zvishoma nezvishoma.
Huang Xinhua, sachigaro weJinxinnuo, akatiwo kuita muhafu yekutanga yegore rino hakuna kugutsa, uye purofiti yezvose zviri zviviri yakaderera.Nekugadziriswa kwekutenga kwevatengi vezvigadzirwa zvakakosha, kuchine imwe mukana wekuita mirairo muhafu yechipiri yegore.Panguva imwecheteyo, kambani iri kugadzirira makemikari emuno muThailand., zviri nani kushandira mhiri kwemakungwa vatengi.
Uye zvakare, mushandisi akataura paruzhinji kuti iyo 5G optical module yasvika iyo nguva node yekushambadzira chiyero.Sekureva kwemishumo, Jin Xinnuo isina waya uye optical network chigadzirwa maneja maneja mukuru Fu Wei akaburitsa kuti opareta akatanga akati wandei ekubhidha, avhareji saizi yemakumi emamiriyoni emamiriyoni eyuan, yakakura;chiyero chegore rinouya chekutenga chichave chichiwedzerwa.
Huatai Securities yakaratidza kuti maererano nekubatana pakati pe optical module upgrade uye switch chip upgrade, 400G inotarisirwa kuunza chiyero chekutengeserana muna 2020. Maererano neLightCounting's data, maererano ne100G nguva yekufananidza, zvinotarisirwa kuti panosvika 2020, 400G. inotarisirwa kuunza chiyero chekutengeserana.