Tsis ntev los no, AI cov tuam txhab xws li Microsoft thiab Google thiab suav lub zog nti cov tuam txhab xws li NVIDIA tau nquag ntxiv xaj rau 800G optical modules.Qhov kev thov rau kev siv hluav taws xob tau tsav qhov kev loj hlob sai ntawm kev thov rau high-end optical modules, thiab kev lag luam muaj kev cia siab dav.
1. Optical module lag luam loj
Optical modules yog tsim los ntawm optoelectronic li, functional circuits thiab optical interfaces.Cov khoom siv Optoelectronic suav nrog kev xa tawm thiab txais qhov chaw.Lub ntiaj teb optical module lag luam loj nyob rau hauv 2022 yuav yog kwv yees li US $ 9.6 billion, ib xyoo-rau-xyoo nce ntawm 9.09%.Kev loj hlob ntawm kev lag luam thoob ntiaj teb kho qhov muag yuav tsum poob mus rau 3.54% hauv 2023, thiab xav tias yuav tshaj $ 15.6 nphom hauv 2027.
2. Optical module kev lag luam qauv
Tam sim no, lub ntiaj teb optical modules feem ntau yog datacom optical modules.Datacom optical modules suav nrog Ethernet optical modules, connectors, thiab FiberChannel optical modules, suav txog 67.4% ntawm tag nrho.Telecom optical modules account rau 32.6%.
3. Tus nqi sib piv ntawm optical modules
Hauv cov qauv nqi ntawm cov khoom siv kho qhov muag, cov khoom siv kho qhov muag yog ib qho tseem ceeb ntawm cov khoom siv kho qhov muag, suav txog qhov feem ntau ntawm cov nqi, suav txog 37%, feem ntau suav nrog TOSA, ROSA thiab cov khoom uas tsim TOSA thiab ROSA, xws li TOSA. , wavelength division multiplexer, TO tuav, TO cap, cais, lens, lim thiab lwm yam khoom siv.Tsis tas li ntawd, tus nqi ntawm cov khoom siv hluav taws xob sib xyaw ua ke suav nrog 22%, tus nqi ntawm cov khoom siv kho qhov muag yog 19%, thiab cov nqi ntawm cov khoom siv rau 11%.
4. Qhov loj ntawm optical module daim ntawv thov teb
Hauv kev siv cov khoom siv kho qhov muag, kev lag luam kev sib txuas lus yog thawj lub lag luam rau kev sib txuas lus kho qhov muag, feem ntau suav nrog 5G kev sib txuas lus, kev siv fiber ntau, thiab lwm yam.cov ntaub ntawv kev sib txuas lus lag luam yog kev lag luam loj tshaj plaws rau kev sib txuas lus kho qhov muag.Feem ntau suav nrog kev suav huab, cov ntaub ntawv loj, thiab lwm yam, kev loj hlob ntawm cov ntaub ntawv tsheb khiav thiab cov ntaub ntawv pauv ntim ua rau kev lag luam xav tau.
Cov ntaub ntawv qhia tau hais tias cov ntaub ntawv kev sib txuas lus kev lag luam suav rau 51% thiab kev lag luam kev sib txuas lus rau 49%.Raws li kev tsim kho kev xav tau rau hauv 5G tes hauj lwm thiab cov chaw zov me nyuam yuav nce ntxiv, qhov chaw ua lag luam yav tom ntej rau cov khoom siv kho qhov muag hauv kev lag luam kev sib txuas lus thiab cov ntaub ntawv kev sib txuas lus yuav loj heev.
5. Kev txheeb xyuas ntawm tus nqi localization ntawm optical modules
Cov ntaub ntawv qhia tau hais tias tus nqi hauv cheeb tsam ntawm qhov qis kawg kho qhov muag modules qis dua 10Gb / s hauv kuv lub teb chaws tau mus txog 90%, thiab tus nqi localization ntawm 10Gb / s optical modules yog 60%.Txawm hais tias kuv lub teb chaws tam sim no coj lub ntiaj teb no nyob rau hauv lub teb ntawm optical modules, nws cia siab rau imports nyob rau hauv lub teb ntawm optical chips, lub core Cheebtsam ntawm optical modules.Tus nqi hauv cheeb tsam ntawm high-end optical modules thiab cov khoom ntawm 25Gb / s thiab siab dua yog qhov tsawg kawg nkaus, tsuas yog 10%.Optical modules yog domestically tsim.Cov txheej txheem ntawm kev hloov pauv muaj txoj hauv kev mus ntev.
6. Tus naj npawb ntawm optical module patent daim ntawv thov
Nyob rau hauv xyoo tas los no, cov tuam txhab kho qhov muag kho qhov muag tau txuas ntxiv ua kom muaj txiaj ntsig hauv cov thev naus laus zis tseem ceeb.Cov ntaub ntawv qhia tau hais tias tus naj npawb ntawm kev sib txuas lus kho qhov muag daim ntawv thov patent hauv kuv lub teb chaws tau loj hlob sai ntawm 2018 txog 2021, nce los ntawm 3,459 txog 4,634, nrog qhov nruab nrab txhua xyoo kev loj hlob ntawm 10.2%.Cov ntaub ntawv tshiab tshaj plaws qhia tau hais tias tus lej ntawm kev sib txuas lus kho qhov muag ntsig txog daim ntawv thov patent hauv kuv lub tebchaws xyoo 2022 yog 3,835.
7. Kev sib tw toj roob hauv pes
Nyob rau hauv xyoo tas los no, nrog rau kev loj hlob sai ntawm kev lag luam kev sib txuas lus kho qhov muag, kev sib tw toj roob hauv pes kho qhov muag module kev lag luam tau dhau los ua qhov kev hloov pauv loj, uas feem ntau nthuav tawm ob yam tseem ceeb: Los ntawm kev xav ntawm kev lag luam saw, cov tuam txhab kho qhov muag module txuas ntxiv mus koom nrog kev sib koom ua ke. thiab acquisitions, thiab vertically integrate cov kev lag luam saw., kev lag luam concentration tau nce ntxiv;los ntawm txoj kev loj hlob hauv cheeb tsam, nrog rau kev lag luam thoob ntiaj teb thiab kev loj hlob sai ntawm kev lag luam kev sib txuas lus kho qhov muag hauv cov teb chaws xws li Tuam Tshoj, cov tuam txhab loj thoob ntiaj teb kho qhov muag tau maj mam hloov lawv cov chaw tsim khoom mus rau Tuam Tshoj thiab lwm lub teb chaws.Nrog rau kev hloov ntawm cov teb chaws tsim, R & D muaj peev xwm ntawm Suav tuam txhab uas muag nyob rau hauv optical modules kuj tau txais kev txhim kho sai heev, thiab lawv tau dhau los ua lub zog tseem ceeb hauv kev sib tw thoob ntiaj teb.
Post lub sij hawm: Oct-26-2023