Manaʻo ʻia nā modula optical kiʻekiʻe e hoʻolalelale i ke kūʻai aku

I kēia mau lā, ua hoʻohui pinepine nā mea hana AI e like me Microsoft a me Google a me nā mea hana chip mana e like me NVIDIA i nā kauoha no 800G optical modules.ʻO ke koi no ka mana computing ua alakaʻi i ka ulu wikiwiki o ka noi no nā modula optical kiʻekiʻe, a he ākea ākea ka ʻoihana.

1. Optical module market nui

Hoʻokumu ʻia nā modula Optical i nā mea hana optoelectronic, nā kaapuni hana a me nā interface optical.ʻO nā mea optoelectronic ka lawe ʻana a me ka loaʻa ʻana o nā ʻāpana.ʻO ka nui o ka mākeke module optical honua ma 2022 e like me US $ 9.6 biliona, kahi hoʻonui makahiki o 9.09%.Kuhi ʻia ka ulu ʻana o ka mākeke module optical honua e emi iho i 3.54% i 2023, a manaʻo ʻia e ʻoi aku ma mua o US $ 15.6 biliona ma 2027.

2. Optical module market structure

I kēia manawa, ʻo nā modula optical honua ka nui o nā modula optical datacom.Loaʻa nā modules optical Datacom i nā modula optical Ethernet, nā mea hoʻohui, a me nā modules optical FibreChannel, helu no 67.4% o ka huina.He 32.6% ka helu o nā modules optical Telecom.

3. Ke kumu kūʻai o nā modules optical

Ma ke kumu kūʻai o nā modules optical, he mea nui nā mea optical o ka module optical, e helu ana i ka hapa kiʻekiʻe o ke kumukūʻai, helu ʻia no 37%, ʻo ia hoʻi me TOSA, ROSA a me nā ʻāpana i lilo i TOSA a me ROSA, e like me TO , hawewe mahele multiplexer , TO holder, TO cap, isolator, lens, filter and other accessories.Eia kekahi, ʻo ke kumukūʻai o nā ʻāpana kaapuni i hoʻohui ʻia he 22%, ʻo ke kumukūʻai o nā chips optical he 19%, a ʻo ke kumu kūʻai o nā ʻāpana hana no 11%.

4. Ka māhele o nā māhele noi module optical

Ma ke kahua o nā noi module optical, ʻo ka mākeke kelepona ʻo ia ka mākeke mua no nā kamaʻilio optical, ʻoi aku ka nui o nā kamaʻilio 5G, ke komo ʻana i ka fiber optical, a me nā mea ʻē aʻe.ʻO ka mākeke kamaʻilio ʻikepili ka mākeke ulu wikiwiki loa no nā kamaʻilio optical.ʻO ka mea nui e pili ana i ka computing cloud, ka ʻikepili nui, a me nā mea ʻē aʻe, ʻo ka ulu ʻana o ka lele ʻana o ka ʻikepili a me ka nui o ka hoʻololi ʻana o ka ʻikepili e koi ai i ka mākeke.

Hōʻike ka ʻikepili i ka helu o ka mākeke kamaʻilio data no 51% a ʻo ka mākeke kelepona ʻo 49%.Ke hoʻomau nei ka hoʻonui ʻana o ka noi kūkulu ʻana no nā ʻupena 5G a me nā kikowaena data, e nui ana ka mākeke o ka wā e hiki mai ana no nā modula optical i ka mākeke kelepona a me ka mākeke kamaʻilio data.

5. Heluhelu e pili ana i ka helu localization o optical modules

Hōʻike ka ʻikepili i ka helu localization o nā modula optical haʻahaʻa haʻahaʻa ma lalo o 10Gb / s ma koʻu ʻāina ua hiki i 90%, a ʻo ka helu localization o 10Gb / s optical modules he 60%.ʻOiai ke alakaʻi nei koʻu ʻāina i ka honua i ke kahua o nā modules optical, ke hilinaʻi nei ia i ka lawe ʻana mai i ke kahua o nā chips optical, nā mea nui o nā modules optical.ʻO ka helu localization o nā modula optical kiʻekiʻe a me nā ʻāpana o 25Gb/s a ma luna he haʻahaʻa loa, ʻo 10% wale nō.Hoʻokumu ʻia nā modula Optical ma ka home.ʻO ke kaʻina hana o ka hoʻololi ʻana he ala lōʻihi e hele ai.

6. Ka helu o nā palapala patent module optical

I nā makahiki i hala iho nei, ua hoʻomau nā ʻoihana modula optical home i nā holomua i nā ʻenehana koʻikoʻi.Hōʻike nā ʻikepili i ka nui o nā noi patent kamaʻilio optical i koʻu ʻāina ua ulu wikiwiki mai 2018 a i 2021, e piʻi ana mai 3,459 a 4,634, me ka awelika o ka ulu ʻana o ka hui ʻana o 10.2%.Hōʻike ka ʻikepili hou loa i ka helu o nā noi patent e pili ana i ke kamaʻilio optical ma koʻu ʻāina i 2022 he 3,835.

7. ʻĀina hoʻokūkū

I nā makahiki i hala iho nei, me ka hoʻomohala wikiwiki ʻana o ka ʻoihana kamaʻilio optical, ua hoʻololi nui ka ʻāina hoʻokūkū o ka ʻoihana module optical, e hōʻike nui ana i ʻelua mau hiʻohiʻona nui: Mai ka hiʻohiʻona o ke kaulahao ʻoihana, hoʻomau nā ʻoihana module optical i ka hui ʻana. a me ka loaʻa ʻana, a hoʻohui pololei i ke kaulahao ʻoihana., ua piʻi hou ka manaʻo o ka ʻoihana;mai kahi hiʻohiʻona hoʻomohala kūloko, me ka hoʻokele waiwai o ka honua a me ka hoʻomohala wikiwiki ʻana o ka ʻoihana kamaʻilio optical i nā ʻāina e ulu nei e like me Kina, ua hoʻololi mālie nā mea hana ʻenehana optical honua nui i kā lākou mau kumu hana i Kina a me nā ʻāina ʻē aʻe.Me ka hoʻololi ʻana o nā ʻāina e ulu nei, ua hoʻomaikaʻi wikiwiki ʻia nā mana R&D o nā hui Kina i nā modula optical, a ua lilo lākou i mea ikaika i ka hoʻokūkū honua.