Vuba aha, abakora ibikoresho bya AI nka Microsoft na Google hamwe n’abakora ibikoresho bya mudasobwa nka NVIDIA bakunze kongeramo amadosiye ya module za optique za 800G. Gukenera ingufu za mudasobwa byatumye umubare w’abakoresha module za optique zizamuka cyane, kandi inganda zifite amahirwe menshi.
1. Ingano y'isoko rya module y'amajwi
Module z'urumuri zigizwe n'ibikoresho bya optoelectronic, imikorere y'urumuri n'inyunganiramiterere y'urumuri. Ibikoresho bya optoelectronic birimo ibice byo kohereza no kwakira. Ingano y'isoko ry'urumuri rwa optical ku isi muri 2022 izaba miliyari 9.6 z'amadolari y'Amerika, ubwiyongere bw'umwaka ku kigero cya 9.09%. Biteganijwe ko igipimo cy'iterambere ry'isoko ry'urumuri rwa optical ku isi kizagabanuka kikagera kuri 3.54% muri 2023, kandi biteganijwe ko kizarenga miliyari 15.6 z'amadolari y'Amerika muri 2027.
2. Imiterere y'isoko rya module y'amajwi
Kugeza ubu, modules za optique ku isi yose zigizwe ahanini na modules za optique za datacom. Modules za optique za Datacom zirimo modules za optique za Ethernet, connectors, na modules za optique za FibreChannel, zingana na 67.4% by'ibiteranyo byose. Modules za optique za Telecom zigizwe na 32.6%.
3. Igipimo cy'ikiguzi cya modules z'amatara
Mu miterere y'ibiciro bya modules optique, ibikoresho by'urumuri ni igice cy'ingenzi cya module optique, bigizwe n'igipimo kinini cy'ikiguzi, bingana na 37%, cyane cyane harimo TOSA, ROSA n'ibice bigize TOSA na ROSA, nka TO, wavelength division multiplexer, TO holder, TO cap, TO indolerant, lens, filter n'ibindi bikoresho. Byongeye kandi, ikiguzi cya chips integrated circuit certification gingana na 22%, ikiguzi cya chips optique gingana na 19%, naho ikiguzi cy'ibice by'imiterere gingana na 11%.
4. Ingano y'ibice by'ikoreshwa rya module y'urumuri
Mu rwego rwo gukoresha module za optique, isoko ry'itumanaho ni ryo soko rya mbere ry'itumanaho rya optique, cyane cyane harimo itumanaho rya 5G, itumanaho rya fibre optique, nibindi. Kubaka imiyoboro y'itumanaho bituma isoko ry'itumanaho rya optique rikenera; isoko ry'itumanaho rya data ni ryo soko rikura vuba cyane ry'itumanaho rya optique. Ahanini harimo cloud computing, big data, nibindi, kwiyongera kw'urujya n'uruza rw'amakuru n'ubwinshi bw'amakuru bituma isoko rikenera.
Amakuru agaragaza ko isoko ry’itumanaho ringana na 51% naho isoko ry’itumanaho ringana na 49%. Mu gihe icyifuzo cy’ubwubatsi bw’imiyoboro ya 5G n’ibigo by’amakuru bizakomeza kwiyongera, isoko ry’amasoko y’ikoranabuhanga mu itumanaho n’isoko ry’itumanaho rizaba rinini cyane.
5. Imibare ku gipimo cy'aho modules z'amatara ziherereye
Amakuru agaragaza ko igipimo cyo gushyira mu mwanya wa modules optique ziri munsi ya 10Gb/s mu gihugu cyanjye cyageze kuri 90%, naho igipimo cyo gushyira mu mwanya wa modules optique za 10Gb/s ni 60%. Nubwo igihugu cyanjye kiri imbere ku isi mu bijyanye na modules optique, gishingiye ku byinjira mu gihugu mu bijyanye na chips optique, ibice by'ingenzi bya modules optique. Igipimo cyo gushyira mu mwanya wa modules optique ziri hejuru n'ibice bya 25Gb/s no hejuru ni gito cyane, ni 10% gusa. Modules optique zikorerwa mu gihugu imbere. Inzira yo guhindura ibintu iracyari ndende.
6. Umubare w'ikoreshwa rya patenti ya module y'urumuri
Mu myaka ya vuba aha, ibigo by’imbere mu gihugu byakomeje gutera imbere mu ikoranabuhanga ry’ingenzi. Amakuru agaragaza ko umubare w’abakoresha patenti z’itumanaho ry’amatara mu gihugu cyanjye wiyongereye cyane kuva mu 2018 kugeza mu 2021, uva kuri 3.459 ugera kuri 4.634, aho igipimo cy’izamuka ry’imigabane ku mwaka cya 10.2%. Amakuru aheruka agaragaza ko umubare w’abakoresha patenti z’itumanaho ry’amatara mu gihugu cyanjye mu 2022 ari 3.835.
7. Imiterere y'amarushanwa
Mu myaka ya vuba aha, bitewe n’iterambere ryihuse ry’inganda zikora itumanaho rya optique, imiterere y’irushanwa ry’inganda zikora ikoranabuhanga rya optique yahindutse cyane, ahanini igaragaza ibintu bibiri by’ingenzi: Ukurikije uruhererekane rw’inganda, ibigo bikora ikoranabuhanga rya optique bikomeje kwishyira hamwe no kugura, kandi bihuza uruhererekane rw’inganda mu buryo burambuye. , ukwiyongera kw’inganda kwarushijeho kwiyongera; ukurikije iterambere ry’akarere, hamwe n’ubukungu bw’isi yose n’iterambere ryihuse ry’inganda zikora itumanaho rya optique mu bihugu bikiri mu nzira y’amajyambere nk’Ubushinwa, inganda mpuzamahanga zikomeye zikora ikoranabuhanga rya optique zagiye zihindura buhoro buhoro ibikorwa byazo zigakorera mu Bushinwa no mu bindi bihugu. Bitewe n’ihererekanyamakuru ry’ibihugu bikiri mu nzira y’amajyambere, ubushobozi bw’ibigo by’Abashinwa mu gukora ikoranabuhanga rya optique nabwo bwarushijeho kunozwa vuba, kandi bwabaye imbaraga zikomeye mu marushanwa mpuzamahanga.
Igihe cyo kohereza: Ukwakira-26-2023