Masiku angapo apitawo, LightCounting idatulutsa lipoti lake laposachedwa lonena za momwe makampani olumikizirana ndi kuwala alili. Bungweli likukhulupirira kuti unyolo wogulitsa makampani olumikizirana ndi kuwala padziko lonse lapansi ungagawidwe m'magulu awiri, ndipo zambiri zomwe amapanga zidzachitika kunja kwa China ndi United States.
Lipotilo linanenanso kuti ogulitsa mauthenga a kuwala ku China akuyamba kusamutsa zina mwa zinthu zomwe amapanga kumayiko ena aku Asia, ndipo akupitirizabe kuthandiza makasitomala awo ku United States pamene akupewa misonkho ya ku US. Huawei ndi makampani ena ambiri aku China omwe ali pa "Entity List" akuyika ndalama zambiri kuti apange unyolo wogulira zinthu zamagetsi. Munthu wina wodziwa bwino ntchito zamakampani omwe adafunsidwa ndi LightCounting anati: "Dziko lonse likugwira ntchito nthawi zonse kuti Huawei akhale ndi ma IC chip okwanira."
Chithunzi chotsatirachi chikuwonetsa kusintha kwa mndandanda wa TOP10 wa ogulitsa ma module optical m'zaka khumi zapitazi. Pofika chaka cha 2020, ogulitsa ambiri aku Japan ndi America atuluka pamsika, ndipo mndandanda wa ogulitsa aku China otsogozedwa ndi InnoLight Technology wakula. Mndandandawu tsopano ukuphatikizapo Cisco, yomwe idamaliza kugula Acacia kumayambiriro kwa chaka cha 2021 komanso idamaliza kugula Luxtera zaka zingapo zapitazo. Mndandandawu ukuphatikizaponso Huawei, chifukwa LightCounting yasintha njira yake yowunikira yochotsera ma module opangidwa ndi ogulitsa zida. Huawei ndi ZTE pakadali pano ndi omwe akutsogolera ogulitsa ma module a 200G CFP2 coherent DWDM. ZTE ili pafupi kulowa mu 10 apamwamba mu 2020, ndipo mwina ilowa mu mndandanda mu 2021.
LightCounting ikukhulupirira kuti Cisco ndi Huawei ali ndi mphamvu zonse zopangira maunyolo awiri odziyimira pawokha: umodzi wopangidwa ku China ndi wina wopangidwa ku United States.
Nthawi yotumizira: Julayi-30-2021