"Mpikisano kwambiri" ndiyo njira yabwino kwambiri yodziwira msika wa zida za Optical Transport DWDM. Ngakhale kuti ndi msika waukulu, wolemera $15 biliyoni, pali opanga makina pafupifupi 20 omwe amachita nawo malonda ogulitsa zida za DWDM ndipo amapikisana mwamphamvu kuti apeze gawo pamsika. Komabe, 90 peresenti ya msika uli ndi ogulitsa asanu ndi awiri okha, zomwe zimasiya 10 peresenti ya ogulitsa otsalawo, ndipo ngakhale pakati pa asanu ndi awiri apamwamba, gawo la msika ndi lalikulu - 25 peresenti pakati pa wogulitsa wamkulu ndi wamng'ono.
Kukula kwa kampani ndi ndalama zomwe zimayikidwa ndi kampani ndi chinthu chofunikira kwambiri chomwe chimagawa msika, pomwe pakati pa ogulitsa apamwamba, kunja kwa FiberHome, onse ayika ndalama mu kuphatikizana kwa vertical pazigawo za line-side monga coherent DSP ndi optical front end. Sizikuoneka kuti zilibe kanthu ngati optical front end ikuchokera ku Silicon Photonics (SiPh) kapena Indium Phosphide (InP) ngakhale akatswiri amakampani akupitilizabe kukambirana zaukadaulowu. Chofunika kwambiri ndichakuti kampaniyo yapanga ukadaulo wamkati womwe umasiyanitsa zinthuzo ndi zina, umachepetsa mtengo wazinthu zake, ndikupatsa kampaniyo nthawi yabwino yogulitsa. Kuphatikiza apo, popeza zimatengera kukula kwakukulu ndi zinthu (ndalama, anthu, ndi chuma chanzeru) kuti apange zigawozi, kuphatikiza kwa vertical kumapangitsa kuti pakhale cholepheretsa kwa atsopano (komanso akale) omwe akuyamba ntchito.
Kulowa m'malo mwa malonda kulipo
Monga mafakitale ambiri, mphamvu yakunja kwa makampani opanga ma Optical Transport ndi kusintha kwa zinthu. Ngakhale kusintha kwa zinthu sikunali koopsa kwenikweni m'zaka makumi angapo zapitazo, chifukwa cha ubwino wochita bwino komanso mtengo wa ukadaulo wa DWDM pamodzi ndi zoletsa za dongosolo pakuphatikiza ukadaulo wa DWDM papulatifomu yapafupi, mafunde akuyamba kusintha pang'ono ndi ma optics ang'onoang'ono a 400ZR pluggable. Chifukwa cha ma optics atsopanowa omwe ali mu QSFP-DD form factor omwe amatha kutumiza ma wavelengths a 400 Gbps mpaka makilomita 120, tikuyembekezera chidwi chowonjezeka mu IP-over-DWDM (IPoDWDM), yomwe ndi kapangidwe ka makina komwe kamaphatikiza ma optics a DWDM mu Ethernet Switch kapena Router. Izi, mosakayikira, zidzakulitsa mpikisano m'malo mwa zida za DWDM pamene makasitomala amasankha pakati pa kugwiritsa ntchito makina achikhalidwe a DWDM kuchokera kwa ogulitsa athu 20 a DWDM kapena makina a IPoDWDM kuchokera kwa ogulitsa ena osintha. (Ogulitsa apamwamba a Ethernet Switch ndi Router akuphatikizapo Arista, Cisco, Juniper, ndi Nokia).
Komabe, 400ZR idzapindulitsanso ogulitsa ma DWDM opangidwa ndi kuwala. Chifukwa chimodzi ndichakuti si onse ogwira ntchito omwe angafune kusintha netiweki yawo kukhala IPoDWDM ndipo adzasankha kugwiritsa ntchito ma optics opangidwa ndi 400ZR pamakina a DWDM, zomwe zimapangitsa kuti kapangidwe ka netiweki kasasinthe pang'ono pomwe akupindula ndi mtengo wotsika wa ma optics a 400ZR. Koma chifukwa china ndichakuti 400ZR ndi ukadaulo wogwirizana ndipo chifukwa chake makampani omwe ayika ndalama muukadaulo uwu m'zaka khumi zapitazi ali pamalo abwino oti agwiritse ntchito mwayi watsopanowu. Chifukwa chake, opanga ma optics opangidwa ndi 400ZR makamaka amapangidwa ndi makampani omwe akhala ndi mbiri yayitali pakupanga makina opangidwa ndi DWDM, monga Ciena, Cisco, ndi Nokia. Huawei cholinga chake ndikupanganso 400ZR, koma sitikudziwa ngati zoletsa za US pa kampaniyo zidzachedwetsa ntchitoyi.
Makasitomala Amakonda Ogulitsa Akomweko Akapezeka
M'njira zina izi si zakale kapena zatsopano, koma ndikofunikira kubwerezanso kuti nthawi zambiri makasitomala amakonda kugula zida kuchokera kwa ogulitsa am'deralo. Mu tchati ichi, msika wapadziko lonse wa zida za DWDM wagawidwa m'magawo akuluakulu ndi ogulitsa omwe amapereka m'dera linalake. Kukula kwa bokosilo kukuwonetsa gawo la ogulitsa m'derali, ndipo mabokosi obiriwira okhala ndi mithunzi ndi ogulitsa omwe amaonedwa kuti ndi am'deralo m'derali. Sizodabwitsa kuti m'magawo awiriwa—North America ndi China—kumene kuli ogulitsa ambiri am'deralo, kuchuluka kwakukulu kwa malonda a DWDM kumapita kumakampani am'deralo awa. Chifukwa cha kusakanikirana kwakukulu kwa makampani mu "ena," sindinabise mabokosi amenewo, koma ku North America ndi China ambiri a "ena" ndi makampani am'deralo nawonso.
Chomwe chingakhale chosangalatsa ndi mabokosi osavala. Chifukwa chake n'chakuti pambuyo poti US yaika ziletso pa ZTE mu 2018 komanso posachedwapa Huawei, opereka chithandizo m'madera omwe ali ndi mabokosi ambiri osavala (ogulitsa omwe si a m'nyumba) akuda nkhawa kwambiri ndi kupezeka kwa zida. Zotsatira zake, opereka chithandizo akuyang'ana kuchepetsa chiopsezo mwa kuchepetsa kudalira wogulitsa m'modzi komanso kuwonjezera chidwi cha ogulitsa am'deralo. M'njira zambiri, izi zidzakhala zabwino kwa makampani ang'onoang'ono omwe ali m'madera am'deralo monga Tejas ku India, Padtec ku CALA, ndi PacketLight ku EMEA. Komabe, pochepetsa chiopsezo, opereka chithandizo akuluakulu mwina apitiliza kugula zida zambiri kuchokera kwa opanga akuluakulu a DWDM omwe ali ndi kukula ndi ukadaulo wothandizira ntchito zawo zamtsogolo.
Mkhalidwe Wamphamvu wa Makampani
Mwina njira yabwino kwambiri yofotokozera momwe makampani opanga zida za WDM akugwirira ntchito chaka chino ndi "kusintha." Ndikunena izi chifukwa mosiyana ndi kale pomwe mphamvu zamafakitale zinali zofanana chaka ndi chaka, mphamvu zatsopano zidawonekera mumakampani opanga zida chaka chino zomwe zingasinthe mawonekedwe ake. Makamaka, mphamvu zatsopano zomwe ndikunena ndi kuthekera kwakukulu kosintha zinthu ndi IPoDWDM yoyendetsedwa ndi 400ZR mu pulagi ya QSFP-DD komanso kusintha kwa khalidwe la makasitomala komwe kumachitika chifukwa cha zochita za boma la US pa opanga aku China zomwe zingasinthe mawonekedwe a ogulitsa m'madera ena pakapita nthawi.
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Nthawi yotumizira: Julayi-22-2021