Tsis ntev los no, cov chaw tsim khoom AI xws li Microsoft thiab Google thiab cov chaw tsim khoom siv hluav taws xob xws li NVIDIA tau ntxiv cov xaj rau 800G optical modules. Qhov kev thov rau lub zog computer tau tsav kev loj hlob sai ntawm kev thov rau high-end optical modules, thiab kev lag luam muaj kev cia siab dav.
1. Qhov loj ntawm kev ua lag luam optical module
Cov khoom siv kho qhov muag yog tsim los ntawm cov khoom siv optoelectronic, cov voj voog ua haujlwm thiab cov khoom siv kho qhov muag. Cov khoom siv Optoelectronic suav nrog cov khoom xa thiab txais. Lub lag luam thoob ntiaj teb optical module loj hauv xyoo 2022 yuav yog kwv yees li US $ 9.6 billion, nce ntxiv txhua xyoo ntawm 9.09%. Tus nqi loj hlob ntawm lub lag luam thoob ntiaj teb optical module yuav poob qis mus rau 3.54% hauv xyoo 2023, thiab xav tias yuav tshaj US $ 15.6 billion hauv xyoo 2027.
2. Cov qauv lag luam optical module
Tam sim no, cov khoom siv kho qhov muag thoob ntiaj teb feem ntau yog cov khoom siv kho qhov muag datacom. Cov khoom siv kho qhov muag Datacom suav nrog Ethernet cov khoom siv kho qhov muag, cov khoom sib txuas, thiab cov khoom siv kho qhov muag FibreChannel, suav txog 67.4% ntawm tag nrho. Cov khoom siv kho qhov muag Telecom suav txog 32.6%.
3. Tus nqi ntawm cov khoom siv kho qhov muag
Hauv cov qauv nqi ntawm cov khoom siv kho qhov muag, cov khoom siv kho qhov muag yog ib feem tseem ceeb ntawm cov khoom siv kho qhov muag, suav txog qhov feem pua ntawm tus nqi, suav txog 37%, feem ntau suav nrog TOSA, ROSA thiab cov khoom uas tsim TOSA thiab ROSA, xws li TO, wavelength division multiplexer, TO holder, TO cap, isolator, lens, lim thiab lwm yam khoom siv. Tsis tas li ntawd, tus nqi ntawm cov khoom siv sib xyaw ua ke suav txog 22%, tus nqi ntawm cov khoom siv kho qhov muag suav txog 19%, thiab tus nqi ntawm cov khoom siv sib xyaw ua ke suav txog 11%.
4. Feem pua ntawm cov ntawv thov kho qhov muag module
Hauv kev siv cov khoom siv optical module, kev lag luam sib txuas lus yog thawj lub lag luam rau kev sib txuas lus optical, feem ntau suav nrog 5G kev sib txuas lus, kev nkag mus rau fiber ntau optical, thiab lwm yam. Kev tsim cov tes hauj lwm sib txuas lus tsav qhov kev thov rau kev lag luam sib txuas lus optical; kev lag luam sib txuas lus cov ntaub ntawv yog kev lag luam loj hlob sai tshaj plaws rau kev sib txuas lus optical. Feem ntau suav nrog kev suav huab, cov ntaub ntawv loj, thiab lwm yam, kev loj hlob ntawm cov ntaub ntawv tsheb thiab cov ntaub ntawv pauv ntim tsav qhov kev thov ua lag luam.
Cov ntaub ntawv qhia tau hais tias kev lag luam sib txuas lus ntawm cov ntaub ntawv suav txog 51% thiab kev lag luam sib txuas lus suav txog 49%. Raws li qhov kev thov tsim kho rau cov tes hauj lwm 5G thiab cov chaw khaws ntaub ntawv yuav txuas ntxiv mus ntxiv, qhov chaw ua lag luam yav tom ntej rau cov modules optical hauv kev lag luam sib txuas lus thiab kev lag luam sib txuas lus ntawm cov ntaub ntawv yuav loj heev.
5. Cov ntaub ntawv txheeb cais ntawm qhov chaw nyob ntawm cov khoom siv kho qhov muag
Cov ntaub ntawv qhia tau hais tias qhov chaw nyob ntawm cov khoom siv optical qis dua 10Gb / s hauv kuv lub tebchaws tau txog 90%, thiab qhov chaw nyob ntawm 10Gb / s optical modules yog 60%. Txawm hais tias kuv lub tebchaws tam sim no ua tus thawj coj hauv ntiaj teb hauv kev lag luam optical modules, nws vam khom kev xa khoom hauv kev lag luam ntawm cov chips optical, cov khoom tseem ceeb ntawm cov khoom siv optical modules. Qhov chaw nyob ntawm cov khoom siv optical siab thiab cov khoom ntawm 25Gb / s thiab siab dua yog qis heev, tsuas yog 10%. Optical modules yog tsim hauv tsev. Cov txheej txheem ntawm kev hloov pauv muaj txoj hauv kev ntev mus.
6. Tus naj npawb ntawm cov ntawv thov patent optical module
Nyob rau xyoo tas los no, cov tuam txhab tsim kho qhov muag hauv tsev tau txuas ntxiv ua qhov kev tshawb pom tshiab hauv cov thev naus laus zis tseem ceeb. Cov ntaub ntawv qhia tau hais tias tus lej ntawm cov ntawv thov patent kev sib txuas lus optical hauv kuv lub tebchaws tau loj hlob sai sai los ntawm xyoo 2018 txog 2021, nce ntxiv los ntawm 3,459 txog 4,634, nrog rau qhov nruab nrab txhua xyoo ntawm 10.2%. Cov ntaub ntawv tshiab tshaj plaws qhia tau hais tias tus lej ntawm cov ntawv thov patent kev sib txuas lus optical hauv kuv lub tebchaws hauv xyoo 2022 yog 3,835.
7. Kev sib tw ua lag luam
Nyob rau xyoo tas los no, nrog rau kev txhim kho sai ntawm kev lag luam sib txuas lus optical, qhov kev sib tw ntawm kev lag luam optical module tau hloov pauv ntau heev, uas feem ntau qhia txog ob qho yam ntxwv tseem ceeb: Los ntawm qhov kev xav ntawm cov saw hlau kev lag luam, cov tuam txhab optical module txuas ntxiv koom nrog kev sib koom ua ke thiab kev yuav khoom, thiab kev sib koom ua ke ntawm cov saw hlau kev lag luam. , kev tsom mus rau kev lag luam tau nce ntxiv; los ntawm qhov kev xav ntawm kev txhim kho hauv cheeb tsam, nrog rau kev lag luam thoob ntiaj teb thiab kev txhim kho sai ntawm kev lag luam sib txuas lus optical hauv cov teb chaws tsim kho xws li Tuam Tshoj, cov chaw tsim khoom optical module thoob ntiaj teb loj tau maj mam hloov lawv cov chaw tsim khoom mus rau Tuam Tshoj thiab lwm lub teb chaws. Nrog rau kev hloov pauv ntawm cov teb chaws tsim kho, R & D peev xwm ntawm cov tuam txhab Suav hauv optical modules kuj tau txhim kho sai, thiab lawv tau dhau los ua lub zog tseem ceeb hauv kev sib tw thoob ntiaj teb.
Lub sijhawm tshaj tawm: Lub Kaum Hli-26-2023