Ngokukhishwa okusemthethweni kwamalayisensi e-5G nguMnyango Wezimboni Nobuchwepheshe Bolwazi, imakethe yezokuxhumana idonsele ukunaka okuqinile emakethe.Embukisweni we-21st China International Optoelectronic Exposition (CIOE 2019), izinkampani ze-optoelectronic ezingu-2,000 zibambe iqhaza embukisweni, zigxile emikhiqizweni eminingi ye-optoelectronic kanye nemikhiqizo eshisayo ehlobene nobuchwepheshe.Ngesikhathi esifanayo, amasheya ahlobene nomqondo avuliwe, kusukela ngo-September 9, i-ZTE, i-Cambridge Technology kanye nezinye izimboni zinomkhawulo wansuku zonke.
Intatheli ye-Securities Times·e ixoxisane nenani lababonisi bezinkampani ezisohlwini bathole ukuthi i-400G kanye namanye amamojula we-optical optical frequency angena kancane kancane esigabeni sokuncintisana sokukhiqiza ngobuningi kusukela emqhudelwaneni olula wokukhishwa komkhiqizo omusha, abakhiqizi abakhulu bagijimele ukushesha, benethemba ngemboni. isimo sokubuyisela esimweni esihle engxenyeni yesibili nangonyaka ozayo Esikhathini esizayo, imboni yasekhaya ngeke ikuhoxise ukuguqulwa;ngokuphambene, umncintiswano emakethe ye-fiber optical usagcwele, futhi abakhiqizi abafanelekile bazofaka umbono wabo emakethe yesikhungo sedatha.
400G optical module wonke umncintiswano
Embukisweni, i-Securities Times·e intatheli yabona ukuthi i-Cambridge Technology ibonise imikhiqizo ye-400G QSFP56-DD ye-optical module kanye nemidwebo yamehlo ehambisanayo, kanye namamojula we-200G FR optical nawo abonisiwe.U-Huang Gang, ongusihlalo wale nkampani, utshele abezindaba ukuthi imikhiqizo yale nkampani i-400G isidayisiwe futhi isilethwe ezivivinyweni ezincane ngamakhasimende aseNyakatho Melika.
Kufanele kube enye yezinkampani ezikhula ngokushesha embonini, enezindleko eziphansi, ukusetshenziswa kwamandla okuphansi kanye nokubambezeleka okuphansi.okukhethekile.
"Umkhiqizo we-400G ukhishwe ngonyaka odlule!"Abasebenzi baseCambridge Tech batshele izintatheli ukuthi isizongena ekukhiqizweni ngobuningi.Inkampani iphinde yakhombisa uchungechunge lwemikhiqizo yemojula ye-optical efana ne-5G yokudlulisela phambili/nokubuyisela.
Ngokwemibiko, amanethiwekhi angenantambo e-5G adinga ukusebenzisa i-10G ne-25G amamojula optical anamabanga okudlulisela amamitha angu-300, amakhilomitha angu-10, amakhilomitha angu-20 namakhilomitha angu-40.Ngesikhathi esifanayo, ukusetshenziswa kwe-BIDI ye-bidirectional kanye ne-wavelength division multiplexing ubuchwepheshe bokuxazulula inqubo yesicelo esisebenzayo Izinsiza ze-fiber ezinganele.
Ngokombiko we-C114 wemboni yezindaba, i-Guangxun Technology ibambe umhlangano wokuphromotha ngesikhathi sombukiso, futhi amamojula ahlobene ne-400G emakethe yedatha yedatha asetshenziselwa ikakhulukazi ukwakhiwa kwesikhungo sedatha yesizukulwane esilandelayo.Kulindeleke ukuthi ngo-2020, kuzokwakhiwa isikali sokuhweba ezikhungweni zedatha zasekhaya.
UZhongji Xuchuang uphinde wakhombisa futhi wakhombisa eminye imikhiqizo.Ngokusho kwesingeniso, ukukhiqizwa kwenqwaba yemikhiqizo ye-400G optical module iqhubekela phambili evamile.Ibhizinisi lesikhungo sedatha ikakhulukazi kumakhasimende aphesheya kwezilwandle njengeNyakatho Melika.Ngaso leso sikhathi, lenza nezakhiwo ku-5G pre-transmission, ukudluliswa okuphakathi kanye ukubuyisela emuva.
Isakhiwo esibanzi semojuli yokudlulisa ukukhanya kwe-5G ngaphambili
Izinga lokudlulisela lenkambu yemojuli ye-optical nalo libuyekezwa ngokushesha.
Kulo mbukiso, i-China Information and Communication Research Institute ehlangene neTerai Lab, Tencent, Huawei, Xinhua III, Hisense Broadband, Guangxun Technology, Sumitomo Electric, Lixun Precision, Shanyi Electric nezinye izinhlangano zemboni ye-9, amakhasimende nabakhiqizi Basungule i-800G. Iqembu Elisebenzayo le-MSA elixhumekayo ukuze likhuthaze ukuthuthukiswa kwezicaciso zemboni zamamojula abonakalayo axhumekeka we-800G.
UDkt. Vladimir Kozlov, umsunguli kanye ne-CEO ye-LightCounting, inkampani eyaziwa kakhulu yocwaningo lwemakethe emkhakheni we-optical, ubikezela ukuthi opharetha besikhungo sedatha yefu badinga ukuhambisa amamojula we-800G optical ukuze bahambisane nokukhula kwedatha yedatha ku-2023-2024.Iningi le-800G lizoba amamojula axhumekayo.
Ngaphezu kwalokho, emkhakheni we-5G pre-light transmission module, i-Mingpu Opto-Magnet ibonise inkampani ye-5G pre-transmission, isikhungo sedatha kanye nochungechunge lwemikhiqizo ye-FTTH nezixazululo zebanga lezentengiso le-5G. Ngokwemibiko, inkampani yahlala izinyanga ezingu-9. ucwaningo nentuthuko, eyokuqala ukuba uhla olugcwele lwabahlinzeki bezimayini abaqondile be-25G, imikhiqizo yenkampani ingenza amakhasimende afinyelele ukukhuphuka okungu-100% -200% kwezinga lokusebenzisa i-fiber-optic ye-target 5G inethiwekhi yokudlulisela phambili.
Kulo mbukiso, u-Jin Xinnuo ubonise imojuli yokukhanya yombala eshibhile engu-25G ye-5G prequel.Ngokwemibiko, lo mkhiqizo ungowokuqala embonini futhi uvule ngokugcwele inkathi ehlakaniphile ye-5G prequel.
Usihlalo Webhodi Labaqondisi lika-Huang Xinnuo, u-Huang Changhua, isivakashi se-Securities Times kanye nophenyo lwe-e lwesakhiwo se-5G, uthe inkampani kanye nabaqhubi abaphezulu basekhaya nabangaphandle, abathengisi bemishini nabathengisi bezimpondo bethule i-Design In mode, phambili. -Ukubukeka okusha kwedivayisi yezinhlelo namadivayisi we-5G.Ihlinzeka ngohlu olugcwele lwemikhiqizo eyinkimbinkimbi yokuxhumana yesignali esebenza kahle kakhulu kanye nezinsizakalo ezihambisanayo ezihambisanayo ezifana nokudluliselwa kwe-RF, ukudluliselwa kwe-low-frequency, ukudluliswa kwe-optical, ukudluliswa kwesivinini esikhulu, ukudluliswa kwamandla, i-PCB namamojula we-chip.
Abasebenzi be-SDF bathi imboni yamanje yefayibha isesikhathini "esiluhlaza nokuphuzi" kusukela ku-4G kuya ku-5G. Le nkampani izonweba ngochungechunge lwemboni futhi izokwenza i-5G prequel, okunzima ukuyidlula futhi ibuyele emuva. Izimakethe ze-25G ne-100G, i-400G kulindeleke ukuthi iqale futhi ngonyaka ozayo.
Imakethe yemojuli ye-optical izongenisa ukushova
Ngokusho kwedatha ye-LightCounting, imakethe ye-optical module yomhlaba wonke izofinyelela ku-16 billion US dollars ngo-2024, futhi ingxenye yemakethe ye-Ethernet optical module izokhuphuka isuka ku-45% ngo-2016 iye ku-64% ngo-2024. kuzoba ngesilinganiso esikhulu;emakethe yesikhungo sedatha, i-module ye-100G ye-optical inesabelo esikhulu semakethe, futhi i-400G yaqala ukwanda ngo-2019.
Lokhu kubukeka kwemakethe nakho kuhehe ababambiqhaza abaningi.Ngesikhathi esifanayo iforamu yombukiso, ochwepheshe balinganisela ukuthi kunabahlinzeki be-module optical optical basekhaya abangaba ngu-300-400, futhi umncintiswano unzima kakhulu.Intatheli iphawule ukuthi izinkampani eziyinhloko ze-fiber optical fiber ezifana ne-Changfei Optical Fiber Co., Ltd. nazo zibeke unyawo esikhungweni sedatha futhi zibeka imakethe ye-optical module.Ngesikhathi esifanayo, imikhiqizo yokuxhumana ye-optical.Intengo yehle kakhulu.
I-Huatai Securities ibonise ukuthi isidingo samamojula we-100G wokukhanya kwedijithali siqinile kusukela ku-2017 kuya ku-2018, kodwa ngenxa yokwethulwa kobuchwepheshe obusha kanye nokuchithwa kwamakhasimende angaphansi komfula, intengo yenani eliphelele lamamojula adlula ukukhanya liye lahla ngaphezulu.I-LightCounting ibonise ukuthi isilinganiso esijwayelekile sentengo yamamojula we-digital pass-through modules sehlile sisuka ku-6+ USD/Gbps ngo-2016 saya ku-US $3/Gbps ngo-2018. Kulindeleke ukuthi ukwehla kwentengo kuzokwehla ngo-2020-2024, kanye nentengo. yemikhiqizo ejwayelekile izokwehla kancane ngo-2024. Ngaphezulu kwezinga elingu-$1/Gbps.
Ngokwezibalo zomoya, izinga lokukhula elimaphakathi lenzuzo yezinkampani ezisohlwini engxenyeni yokuqala yalo nyaka lehle cishe ngo-2% uma liqhathaniswa nesikhathi esifanayo sangonyaka odlule.
Abanye ababukisi baphinde batshela izintatheli ukuthi ukwakhiwa kwe-5G kuphinde kwaletha ukuncintisana okunamandla embonini ye-optical module, futhi kulindeleke ukuthi kube nomjikelezo wokushintsha kabusha esikhathini esizayo.Kodwa-ke, indlela yobuchwepheshe yokuthi iziqhwaga zaphesheya zithuthukise imikhiqizo yazo yesizukulwane esilandelayo awukakahlanganiswa.Isibonelo, i-Amazon ikhetha umkhiqizo we-400G ngezinga eliphezulu lokudlulisa, futhi i-Facebook yakha indwangu entsha yokuguqula i-100G ephezulu, egcizelela kakhulu ukuzinza kwenethiwekhi.
Ngakolunye uhlangothi, abathintwe ukungezwani kwezohwebo ne-Sino-US kanye nokuwohloka komnotho omkhulu, izikhondlakhondla zesikhungo sedatha zaphesheya zinciphise ukuzimisela kwazo ukuthenga ngonyaka odlule, futhi izinhloso zabo zokuvuselela ihadiwe zehlile.Ukushintshwa kobuchwepheshe kuzothatha isikhathi, kodwa isivinini semakethe sokusika kumamojula we-400G optical sizoshesha kune-100G.
I-400G kulindeleke ukuthi ingenise esikalini sokuhweba
Ababonisi basaqiniseka ukuthi imakethe izosimama.Umbiko wokuhlaziya i-Tianfeng Securities waveza ukuthi ngokusimama nokubuyiselwa kwezindleko ezinkulu zekhompuyutha ye-cloud computing, lonke uchungechunge lwezimboni kusukela ezikhungweni zedatha, imishini yenethiwekhi kuya kumamojula we-optical wesivinini esiphezulu kuzothuthukiswa.
Ngaphezu kwalokho, izwe liphinde likhuthaze ngentshiseko ukuthuthukiswa kwemboni enkulu yedatha.Ngomhla zizi-4 kuMandulo, uMnyango Wezimboni Nobuchwepheshe Bolwazi ukhiphe isitatimende“Imibono Eqondisayo Ekuthuthukisweni Kwedatha Enkulu Yezimboni (Okusalungiswa Kokuphawula)”, futhi kuhlongozwa ukwakha i-National Industrial Internet Big Data Center ngo-2025, kutshalwe abahlinzeki bezisombululo zedatha yedatha yezinga eliphezulu lezimboni, nokudala amazwe.Okuhlosiwe okuqondile okufana nesisekelo esisha sokubonisa imboni yezimboni.
Izinkampani eziningi ezisohlwini ziphinde zabonisa ukuthi ama-oda azoqala kabusha engxenyeni yesibili yalo nyaka, anethemba lokukhula kwemakethe engxenyeni yesibili nonyaka ozayo.UZhongji Xu Chuang uthe kusukela ngekota yesibili, ngenxa yesidingo samakhasimende abalulekile se-100G neminye imikhiqizo yaqala ukukhuphuka, ukuthunyelwa kwemikhiqizo ye-400G kwaqala ukwanda kancane kancane, futhi imikhiqizo ye-5G prequel yaqala ukulethwa ngamaqoqo.Imali engenayo yokuthengisa yenkampani kanye nenzuzo yonke iqhathaniswe.Ikota yokuqala yeringi ilokhu ithuthuka kancane kancane.
U-Huang Xinhua, usihlalo we-Jinxinnuo, uphinde wathi ukusebenza engxenyeni yokuqala yalo nyaka kwakunganelisi, futhi inzuzo yonke yazo zombili izimali zehlile.Ukuze kulungiswe ukuthengwa kwamakhasimende omkhiqizo okhethekile, kusekhona ithuba elithile lokwenza ama-oda engxenyeni yesibili yonyaka.Ngesikhathi esifanayo, inkampani ilungiselela izitshalo zamakhemikhali zendawo eThailand., sebenzela kangcono amakhasimende aphesheya.
Ngaphezu kwalokho, opharetha uthe esidlangalaleni ukuthi imojula ye-5G ye-optical isifinyelele ku-node yesikhathi yesikali sokuhweba.Ngokwemibiko, u-Jin Xinnuo oyimenenja jikelele yethimba lokuphathwa komkhiqizo wenethiwekhi engenantambo ne-optical u-Fu Wei uveze ukuthi opharetha wethule inani lokubhida okuningi, usayizi omaphakathi weshumi ngalinye lezigidi ze-yuan, likhulu;Isilinganiso sokuthengwa kwempahla esilindelekile ngonyaka ozayo sizokwandiswa okwengeziwe.
I-Huatai Securities iveze ukuthi ngokusho kokuhlobana phakathi kokuthuthukiswa kwe-optical module kanye nokuthuthukiswa kwe-switch chip, i-400G kulindeleke ukuthi ingenise isikali sokuhweba ngo-2020. Ngokusho kwedatha ye-LightCounting, ngokusho kwesilinganiso sesikhathi se-100G, kulindeleke ukuthi ngo-2020, i-400G. kulindeleke ukuthi iqalise isikali sokuhweba.