Nō nā tata nei, kua maha ngā tono a ngā kaihanga AI pērā i a Microsoft me Google, me ngā kaihanga maramara hiko rorohiko pērā i a NVIDIA, mō ngā waeine whatu 800G. Nā te hiahia mō te hiko rorohiko i tere ai te tipu o te hiahia mō ngā waeine whatu kounga teitei, ā, he whānui ngā tūmanakohanga mō te umanga.
1. Te rahi o te mākete mōrahi whatu
Ko ngā kōwae whatu he mea tito mai i ngā taputapu hikohiko whatu, ngā ara iahiko mahi me ngā atanga whatu. Kei roto i ngā taputapu hikohiko whatu ngā wāhanga tuku me ngā wāhanga whiwhi. Ko te rahi o te mākete kōwae whatu o te ao i te tau 2022 ka tata ki te US$9.6 piriona, he pikinga tau-ki-te-tau o te 9.09%. E matapaetia ana ka heke te tere tipu o te mākete kōwae whatu o te ao ki te 3.54% i te tau 2023, ā, e matapaetia ana ka neke atu i te US$15.6 piriona i te tau 2027.
2. Hanganga mākete mōrahi whatu
I tēnei wā, ko ngā kōwae whatu o te ao he kōwae whatu raraunga. Kei roto i ngā kōwae whatu Raraunga, ngā hononga, me ngā kōwae whatu FibreChannel, e 67.4% o te katoa. Ko ngā kōwae whatu waea e 32.6%.
3. Te ōwehenga utu o ngā kōwae whatu
I roto i te hanganga utu o ngā kōwae whatu, he wāhanga nui ngā taputapu whatu o te kōwae whatu, e 37% te nui o te utu, ko te nuinga kei roto ko te TOSA, te ROSA me ngā wāhanga e hanga ana i te TOSA me te ROSA, pērā i te TO, te multiplexer wehewehe roangaru, te pupuri TO, te taupoki TO, te wehewehe, te arotahi, te tātari me ētahi atu taputapu. Hei tāpiri, ko te utu o ngā maramara ara iahiko whakauru ko te 22%, ko te utu o ngā maramara whatu ko te 19%, ā, ko te utu o ngā wāhanga hanganga ko te 11%.
4. Te ōwehenga o ngā mara tono kōwae whatu
I roto i te mara o ngā tono mōrahi whatu, ko te mākete whakawhitiwhiti kōrero te mākete tuatahi mō ngā whakawhitiwhitinga whatu, tae atu ki ngā whakawhitiwhitinga 5G, te urunga muka whatu, me ētahi atu. Ko te hanganga o ngā whatunga whakawhitiwhitinga kōrero te mea e akiaki ana i te tono mō te mākete whakawhitiwhitinga whatu; ko te mākete whakawhitiwhitinga raraunga te mākete tino tere te tipu mō ngā whakawhitiwhitinga whatu. Ko te nuinga o ngā mea e uru ana ki te rorohiko kapua, te raraunga nui, me ētahi atu, ko te tipu o te haere o ngā raraunga me te rahinga whakawhiti raraunga te mea e akiaki ana i te tono o te mākete.
E whakaatu ana ngā raraunga ko te 51% o te mākete whakawhitiwhiti raraunga, ā, ko te 49% o te mākete whakawhitiwhiti kōrero. I te mea ka piki haere tonu te tono hanga mō ngā whatunga 5G me ngā pokapū raraunga i raro iho, ka nui te wāhi mākete ā-muri mō ngā kōwae whatu i roto i te mākete whakawhitiwhiti kōrero me te mākete whakawhitiwhiti raraunga.
5. Ngā tatauranga mō te tere o te taunga o ngā kōwae whatu
E whakaatu ana ngā raraunga kua eke te tere o te taunga o ngā waeine whatu iti-mutunga i raro i te 10Gb/s i tōku whenua ki te 90%, ā, ko te tere o te taunga o ngā waeine whatu 10Gb/s he 60%. Ahakoa kei te arataki tōku whenua i tēnei wā i te ao mō ngā waeine whatu, kei te whakawhirinaki ki ngā kawemai i roto i te mara o ngā maramara whatu, arā, ngā wāhanga matua o ngā waeine whatu. He tino iti te tere o te taunga o ngā waeine whatu teitei me ngā wāhanga o te 25Gb/s me runga ake, 10% noa iho. Kei te hangaia ngā waeine whatu i roto i te motu. He roa te ara kei mua i te tukanga whakawhiti.
6. Te maha o ngā tono pateni mō ngā waeine whatu
I ngā tau tata nei, kua haere tonu ngā kamupene waeine whatu ā-rohe ki te whakatutuki i ngā whanaketanga hou i roto i ngā hangarau matua. E whakaatu ana ngā raraunga kua tere te tipu o te maha o ngā tono patene whakawhitiwhiti whatu i tōku whenua mai i te tau 2018 ki te tau 2021, mai i te 3,459 ki te 4,634, me te tere tipu ā-tau toharite o te 10.2%. E whakaatu ana ngā raraunga hou ko te maha o ngā tono patene e pā ana ki ngā whakawhitiwhiti whatu i tōku whenua i te tau 2022 he 3,835.
7. Whenua whakataetae
I ngā tau tata nei, me te tere o te whanaketanga o te umanga whakawhitiwhiti kōrero whatu, kua tino rerekē te āhua whakataetae o te umanga waeine whatu, e whakaatu ana i ngā āhuatanga matua e rua: Mai i te tirohanga a te mekameka ahumahi, kei te whai wāhi tonu ngā kamupene waeine whatu ki ngā hanumi me ngā hoko, me te whakauru poutū i te mekameka ahumahi. , kua piki ake te kukū o te umanga; mai i te tirohanga whanaketanga rohe, me te ao ōhanga me te tere o te whanaketanga o te umanga whakawhitiwhiti kōrero whatu i ngā whenua whakawhanake pēnei i a Haina, kua neke haere ngā kaihanga waeine whatu nui o te ao i ā rātou turanga hanga ki Haina me ētahi atu whenua. I te whakawhiti atu ki ngā whenua whakawhanake, kua tere te whakapai ake i ngā āheinga R&D o ngā kamupene Haina i roto i ngā waeine whatu, ā, kua noho rātou hei kaha nui i roto i te whakataetae o te ao.
Wā tuku: Oketopa-26-2023