Ngokukhutshwa ngokusemthethweni kweelayisensi ze-5G nguMphathiswa wezoShishino kunye neTekhnoloji yoLwazi, imarike yonxibelelwano lwe-optical iye yatsala ingqalelo eyomeleleyo kwimarike.Kwi-21st China International Optoelectronic Exposition (CIOE 2019), iinkampani ze-optoelectronic ezingama-2,000 zithathe inxaxheba kulo mboniso, zijolise kwiimveliso ezininzi ze-optoelectronic kunye neemveliso ezishushu ezinxulumeneyo kunye nobuchwepheshe.Ngexesha elifanayo, i-stock concepts ehambelanayo yavulwa, ukususela ngo-9 Septemba, i-ZTE, i-Cambridge Technology kunye namanye amashishini anomda wemihla ngemihla.
I-Securities Times · intatheli yadliwano-ndlebe nenani lababonisi beenkampani ezidwelisiweyo bafumanisa ukuba i-400G kunye nezinye iimodyuli ze-optical ze-high-frequency optical ziye zangena ngokuthe ngcembe kwinqanaba lokhuphiswano lokuvelisa ubuninzi ukusuka kukhuphiswano olulula lokukhululwa kwemveliso, abavelisi abakhulu baye bakhawuleza ukukhawuleza, benethemba malunga noshishino. indlela yokubuyisela kwakhona kwisiqingatha sesibini kunye nonyaka ozayo Kwixesha elizayo, ishishini lasekhaya aliyi kukhupha uhlengahlengiso;ngokuchaseneyo, ukhuphiswano kwimarike yefiber optical isagcwele, kwaye abavelisi abafanelekileyo baya kubeka umbono wabo kwimarike yeziko ledatha.
Imodyuli ye-400G yokhuphiswano olujikelezayo
Kulo mboniso, i-Securities Times · intatheli yaqaphela ukuba i-Cambridge Technology ibonise i-400G QSFP56-DD iimveliso zemodyuli ye-optical kunye nemifanekiso yamehlo ehambelanayo, kunye ne-200G FR iimodyuli ze-optical nazo zaboniswa.U-Huang Gang, usihlalo wale nkampani, uxelele iintatheli ukuba iimveliso ze-400G zenkampani ziye zathengiswa kwaye zihanjiswe kwizilingo ezincinci ngabathengi baseMntla Melika.
Kufuneka ibe yenye yeenkampani ezikhula ngokukhawuleza kwishishini, ngexabiso eliphantsi, ukusetyenziswa kwamandla aphantsi kunye ne-latency ephantsi.okukhethekileyo.
"Imveliso ye-400G yakhululwa kunyaka ophelileyo!"Abasebenzi baseCambridge Tech baxelele iintatheli ukuba sele iza kungena kwimveliso yobuninzi.Inkampani iphinde yabonisa uluhlu lweemveliso zemodyuli ye-optical ezifana ne-5G phambili / ukuhanjiswa kokubuyisela.
Ngokweengxelo, iinethiwekhi ezingenazintambo ze-5G kufuneka zisebenzise i-10G kunye ne-25G iimodyuli ze-optical kunye nemigama yokudlulisa i-300 yeemitha, iikhilomitha ze-10, iikhilomitha ze-20 kunye neekhilomitha ze-40.Ngexesha elifanayo, ukusetyenziswa kwe-BIDI ye-bidirectional kunye ne-wavelength division multiplexing iteknoloji ukusombulula inkqubo yesicelo esisebenzayo Ukungabikho kwezixhobo zefiber ezaneleyo.
Ngokwengxelo ye-industry media ye-C114, i-Guangxun Technology yabamba intlanganiso yokukhuthaza ngexesha lokubonisa, kwaye iimodyuli ezinxulumene ne-400G kwimarike yeziko ledatha yayisetyenziselwa ikakhulu kwi-architecture yeziko ledatha yesizukulwana esilandelayo.Kulindeleke ukuba kwi-2020, isikali sorhwebo siya kwenziwa kumaziko edatha yasekhaya.
UZhongji Xuchuang ukwabonise kwaye wabonisa ezinye iimveliso.Ngokutsho kwesingeniso, ukuveliswa kobuninzi beemveliso ze-400G zemodyuli ye-optical kwinkqubela phambili eqhelekileyo.Ishishini ledatha yedatha ikakhulu kubathengi bamazwe angaphandle njengaseNyakatho Melika.Ngexesha elifanayo, liphinda lenze izicwangciso kwi-5G yangaphambili, ukuhanjiswa okuphakathi kunye ukubuyisela emva.
Uyilo olubanzi lwe-5G yemodyuli yokuhambisa ukukhanya kwangaphambili
Izinga lokudluliselwa kwentsimi yemodyuli ye-optical nayo ihlaziywa ngokukhawuleza.
Kulo mboniso, i-China Information and Communication Research Institute ehambelana neTerai Lab, iTencent, iHuawei, iXinhua III, i-Hisense Broadband, i-Guangxun Technology, i-Sumitomo Electric, i-Lixun Precision, i-Shanyi Electric kunye neminye imibutho ye-9 yoshishino, abathengi kunye nabavelisi Baseka i-800G. IQela eliSebenzayo le-MSA eliPluggable ukukhuthaza uphuhliso lweenkcukacha zeshishini kwiimodyuli ze-800G eziplaga ezikhanyayo.
UDkt. Vladimir Kozlov, umsunguli kunye ne-CEO ye-LightCounting, inkampani eyaziwayo yophando lwemarike kwintsimi ye-optical field, iqikelela ukuba abaqhubi bedatha yedatha yefu kufuneka bafake iimodyuli ze-800G ze-optical ukugcina ukukhula kwedatha yedatha kwi-2023-2024.Uninzi lwe-800G luya kuba ziimodyuli eziplaga.
Ukongezelela, kwintsimi ye-5G imodyuli yokudlulisa ukukhanya kwangaphambili, i-Mingpu Opto-Magnet ibonise inkampani ye-5G yangaphambili, isikhungo sedatha kunye ne-FTTH uchungechunge lweemveliso kunye nezisombululo ze-5G uluhlu lwezorhwebo.Ngokwengxelo, inkampani yahlala kwiinyanga ze-9. yophando kunye nophuhliso, owokuqala ukuba luluhlu olupheleleyo lwe-25G enye-stop ababoneleli bemigodi ngokuthe ngqo, iimveliso zenkampani zinokwenza ukuba abathengi bafezekise i-100% -200% yokwanda kwireyithi yokusetyenziswa kwe-fiber-optic yethagethi ye-5G yothumelo lwenethiwekhi yokudlulisela phambili.
Kulo mboniso, u-Jin Xinnuo ubonise imodyuli yokukhanya yombala we-25G ephantsi kwexabiso eliphantsi le-5G.Ngokweengxelo, le mveliso yeyokuqala kwishishini kwaye ivule ngokupheleleyo ixesha elihlakaniphile le-5G prequel.
USihlalo weBhodi yabaLawuli bakaHuang Xinnuo, u-Huang Changhua, undwendwe lweSecurities Times kunye nophando lwe-e-lobume be-5G, wathi inkampani kunye nabaqhubi abaphezulu basekhaya nabangaphandle, abathengisi bezixhobo kunye nabathengisi be-antenna baqalise i-Design In mode, phambili. -ukukhangela ukutsha kwesixhobo kwiinkqubo ze-5G kunye nezixhobo.Ibonelela ngoluhlu olupheleleyo lweemveliso ezintsonkothileyo zokunxibelelana kophawu oluphezulu kunye neenkonzo ezihambelanayo ezilungelelanisiweyo ezifana nokuhanjiswa kwe-RF, ukuhanjiswa kwe-frequency ephantsi, ukuhanjiswa kwe-optical, ukuhanjiswa kwesantya esiphezulu, ukuhanjiswa kwamandla, iPCB kunye neemodyuli zetshiphu.
Abasebenzi be-SDF bathi imboni yefayibha yangoku isekho kwixesha "eliluhlaza kunye nephuzi" ukusuka kwi-4G ukuya kwi-5G. Inkampani iya kwandisa kunye ne-industry chain chain kwaye iya kwenza i-5G prequel, enzima kakhulu ukuyidlula kwaye idlule. Iimarike ze-25G kunye ne-100G, i-400G kulindeleke ukuba iqale kwakhona kunyaka ozayo.
Imakethi yemodyuli ye-optical iya kuzisa ukushixiza
Ngokutsho kwedatha ye-LightCounting, imarike yemodyuli yehlabathi jikelele iya kufikelela kwi-16 yeebhiliyoni zeedola zase-US kwi-2024, kwaye umlinganiselo we-Ethernet optical market market uya kunyuka ukusuka kwi-45% kwi-2016 ukuya kwi-64% kwi-2024. Nge-5G yorhwebo, imodyuli yangaphambili yokudlulisela. iya kuba ngomlinganiselo omkhulu;kwimarike yeziko ledatha, imodyuli ye-100G ye-optical inesabelo esikhulu semarike, kwaye i-400G yaqala ukunyuka kwi-2019.
Le mbonakalo yemarike ikwatsale abathathi-nxaxheba abaninzi.Ngexesha elifanayo iforum yomboniso, iingcali ziqikelela ukuba kukho malunga ne-300-400 yabathengisi bemodyuli yasekhaya yasekhaya, kwaye ukhuphiswano lunzima kakhulu.Intatheli yaqaphela ukuba iinkampani eziphambili ze-fiber optical fiber ezifana ne-Changfei Optical Fiber Co., Ltd. nazo ziye zabeka unyawo kwiziko ledatha kwaye zibeka imarike yemodyuli ye-optical.Ngelo xesha, iimveliso zonxibelelwano optical.Ixabiso lehle kakhulu.
I-Huatai Securities ibonise ukuba imfuno ye-100G yeemodyuli zokukhanya zedijithali zomelele ukusuka kwi-2017 ukuya kwi-2018, kodwa ngenxa yokungeniswa kobuchwephesha obutsha kunye nokuchithwa kwabathengi abasezantsi, ixabiso lenani elipheleleyo leemodyuli ezidlula ukukhanya liye lahla ngaphezulu.I-LightCounting ibonise ukuba ixabiso eliqhelekileyo eliqhelekileyo le-digital pass-through modules liye lahla kwi-6 + USD / Gbps kwi-2016 ukuya kwi-US $ 3 / Gbps kwi-2018. Kulindeleke ukuba ukuhla kwexabiso kuya kuncipha kwi-2020-2024, kunye nexabiso. yeemveliso ezisemgangathweni ziya kuhla kancinci kwi-2024. Ngaphezulu kwinqanaba le-$ 1 / Gbps.
Ngokweenkcukacha-manani zomoya, izinga lokukhula eliphakathi kwengeniso yeenkampani ezidwelisiweyo kwisiqingatha sokuqala salo nyaka lehle nge-2% xa lithelekiswa nexesha elifanayo lonyaka ophelileyo.
Abanye ababonisi baphinde baxelele iintatheli ukuba ukwakhiwa kwe-5G kuye kwazisa ukhuphiswano olunzima kwishishini lemodyuli ye-optical, kwaye kulindeleke ukuba kuya kubakho ukujikeleza kwakhona kwixesha elizayo.Nangona kunjalo, indlela yobuchwephesha yokuba izigebenga zaphesheya ziphucule imveliso yazo yesizukulwana esilandelayo ayikadityaniswa.Ngokomzekelo, i-Amazon ikhetha imveliso ye-400G enezinga eliphezulu lokudlulisa, kwaye i-Facebook yakha i-high-density ye-100G yendwangu yokutshintsha, egxininisa ngakumbi ukuzinza kwenethiwekhi.
Kwelinye icala, abachatshazelwa kukungavisisani kwezorhwebo kweSino-US kunye nokudodobala kwezoqoqosho, iingxilimbela zamaziko edatha aphesheya ziye zanciphisa ukuzimisela kwazo ukuthenga kunyaka ophelileyo, kwaye iinjongo zabo zohlaziyo lwehardware ziye zancipha.Ukutshintshwa kweTekhnoloji kuya kuthatha ixesha elithile, kodwa isantya semarike sokusika kwiimodyuli ze-400G ezibonakalayo ziya kukhawuleza kune-100G.
I-400G kulindeleke ukuba izise isikali sorhwebo
Ababonisi basenentembelo ekubuyiselweni kwemarike.Ingxelo yohlalutyo lwe-Tianfeng Securities yabonisa ukuba ukuzinzisa kunye nokubuyiselwa kwenkcitho ye-capital computing yabathengisi, yonke i-industrial chain chain ukusuka kumaziko edatha, izixhobo zenethiwekhi kwiimodyuli ze-high-speed optical ziya kukhuthazwa.
Ukongeza, ilizwe likwakhuthaza ngenkuthalo uphuhliso lweshishini elikhulu ledatha.Ngomhla wesi-4 kuSeptemba, iSebe lezoShishino kunye neTekhnoloji yoLwazi likhuphe i“Izimvo eziKhokelayo kuPhuhliso lweDatha eNkulu yezoShishino (Iidrafti yokuphawula)”, kwaye kucetywa ukuba kwakhiwe iZiko leDatha yeSizwe yezoShishino kwi-Intanethi ngo-2025, kulinywe inqanaba eliphezulu lamazwe ngamazwe ababoneleli bezisombululo zedatha enkulu, nokudala amazwe.Okujoliswe kuko okuthe ngqo okufana nesiseko somboniso omtsha woshishino loshishino.
Iinkampani ezininzi ezidweliswe kwakhona zibonise ukuba ii-odolo ziya kuphinda ziqale kwikota yesibini yalo nyaka, zinethemba lokukhula kweemarike kwisiqingatha sesibini kunye nonyaka ozayo.UZhongji Xu Chuang uthe ukususela kwikota yesibini, ngenxa yeemfuno zabathengi abaphambili be-100G kunye nezinye iimveliso zaqala ukuthabatha, ukuthunyelwa kweemveliso ze-400G kwaqala ukunyuka ngokuthe ngcembe, kwaye iimveliso ze-5G zangaphambili zaqala ukuhanjiswa kwiibhetshi.Ingeniso yentengiso yenkampani kunye nengeniso eseleyo iye yathelekiswa.Ikota yokuqala yeringi iye yaphucuka ngokuthe ngcembe.
U-Huang Xinhua, usihlalo we-Jinxinnuo, naye wathi ukusebenza kwisiqingatha sokuqala salo nyaka kwakunganelisi, kwaye inzuzo yengeniso yemali yomibini iyancipha.Ukulungiswa kokuthengwa kwabathengi bemveliso ekhethekileyo, kusekho ithuba elithile lokwenza imiyalelo kwisiqingatha sesibini sonyaka.Kwangelo xesha, inkampani ilungiselela izityalo zekhemikhali zasekhaya eThailand., ukukhonza ngcono abathengi phesheya.
Ukongeza, umqhubi uthe esidlangalaleni ukuba imodyuli ye-5G ye-optical ifikelele kwixesha lexesha lokuthengisa.Ngokutsho kweengxelo, Jin Xinnuo wireless kunye nenethiwekhi optical imveliso yolawulo iqela umphathi jikelele weqela uFu Wei utyhile ukuba umqhubi uye wasungula inani leebhidi ezininzi, ubungakanani avareji ngalinye amashumi ezigidi yuan, ebonakalayo;Umlinganiselo wokuthengwa kweempahla olindelekileyo wonyaka ozayo uya kuba nokwandiswa ngakumbi.
I-Huatai Securities ibonise ukuba ngokuhambelana nokulungelelaniswa phakathi kokuphuculwa kwemodyuli ye-optical kunye nokuphucula i-chip chip, i-400G kulindeleke ukuba ingenise isikali sorhwebo kwi-2020. Ngokutsho kwedatha ye-LightCounting, ngokuhambelana nexesha le-100G, kulindeleke ukuba nge-2020, i-400G. kulindeleke ukuba izise isikali sorhwebo.