Inguva yekutarisira kubudirira kwemusika mugore idzva.Mushure mekubudisa zvinonetsa pamusoro pechikamu chinotevera chemusika kakawanda, chinyorwa chekupedzisira nekambani yekutsvakurudza kwemusika LightCounting yakashandura zvakapfuura, zvichiratidza kuti zvimwe zvinhu zvisina kunaka munguva yakapfuura zvakatanga kuchinja, uye zvakapa chiedza.Zvisere zvikonzero vagadziri vemidziyo vane tarisiro nezvemusika gore rinouya.
Kutanga, kutanga muchikamu chechitatu chegore rino, kushandisa mari kune super data centers kwatanga kupora uye kwava kuda kupinda muchikamu chitsva chekukura kwepamusoro.Imwe kambani yekutsvagisa musika, Dell Oro yazvino Q3 mushumo, yakataura kuti gumi makuru masevhisi masevhisi akashandisa $ 17.9 bhiriyoni munzvimbo dzedata kota ino, 14% gore-pa-gore.Nzvimbo itsva dzedata uye kukwidziridzwa kweseva kuchawedzera kuwedzera kwekushandisa data centre gore rinouya;
Chechipiri, kutengeswa kwevagadziri vemidziyo yedatacom kwatanga kudzikama uye vanotarisirwa kuwana kukura kwakanaka.Kutengeswa kweH3C neInspur muchikamu chechitatu kwakawedzera ne39% uye 23%, maererano;
Chechitatu, kutengeswa kwemakambani emagetsi emagetsi akazara achasvika rekodhi yakakwira mukota yechina.Kutengeswa kweiyo optical mudziyo indasitiri mumwedzi mitanhatu yapfuura kwakawedzera ne13% gore-pagore, uye inotarisirwa kuwedzera ne19% gore rinouya;
Chechina, chiyero chekushandiswa kwe5G kutanga muchikamu chechitatu chegore rino chichakurudzira kudiwa kwe10G, 25G grey uye IP light modules.LightCounting inofanotaura kuti iyo isina waya bhizinesi optical module yekutengesa mu2019 ichapeta kaviri gore-pa-gore, uye avhareji yekukura kwegore mumakore mashanu anotevera ichasvika 20%;
Chechishanu, kutengeswa kweDWDM optical modules muhafu yechipiri ye2019 inotarisirwa kuwedzera ne11% gore negore uye 7% gore rose.DCI uye kuwana network maapplication ndiwo makuru ekutyaira.Iyo yekare inonyanya kuda coherent optical modules uye yekupedzisira ndeye 10G modules;
Yechitanhatu, inomiririrwa nekutumirwa kwe64Gbps Fiber Channel uye 10G PON, network operators vatanga kushandisa michina yepamusoro-speed, iyo inopawo optical device vanogadzira mikana yepamusoro yekutengesa;
Yechinomwe, akasiyana optical yekubatanidza zvinodiwa zvinounza mimwe mikana mitsva.Muchikamu chechipiri chegore rino, kutengeswa kwe optical interconnection products kwakawedzera ne14% gore negore, uye kuwedzera kwekukura mumakore mashanu anotevera kuchasvika paavhareji yegore negore ye27%.Mukuwedzera kune data center applications, high-performance computing, core router yekubatanidza, uye kunyange mauto, kushandiswa kwemaindasitiri kunosanganisirwawo.Sekureva kweiyo AOC uye Embedded Optical Module EOM chirevo chakazoburitswa neLightCounting, kuiswa kweiyo 400G tekinoroji kuchaita kuti musika weAOC uwedzere ne20% kana kupfuura muna 2023 zvichienzaniswa ne2018, asi huwandu huchadzikira ne43%, kunyanya. nekuda kweChinese data Kukanganisa kwekuderedzwa kwekudiwa kwe1xN AOCs nevashandisi vepakati;
Yesere, kuwedzera kwekunzwa maapplication kwaunza kwakawanda kudiwa kwemidziyo yemaziso, kusanganisira nharembozha 3D sensing, lidar, AR / VR, nezvimwe .;
Mumunda wekutsvagisa kwemusika wekutaurirana, LightCounting's report inoenderana nenguva uye inochinja.Kubva kune megatrends uye mamwe dhairekitori, isu tine chikonzero chekutenda kuti izvi zvikonzero zvisere zvavakapa mupositi, asi zvimwe zvinhu zvisina kunaka munzvimbo yakakura hazvina kubviswa.5G zvikumbiro hazvisati zvanyatsojeka, uye kuchengetedza kungwarira kuchiri kudikanwa.