Mu minsi mike ishize, LightCounting yasohoye raporo yayo iheruka ku bijyanye n’uko inganda z’itumanaho zihagaze. Iki kigo cyizera ko urusobe rw’ibikoresho by’itumanaho ku isi rushobora kugabanywamo kabiri, kandi ko ibikorwa byinshi bizakorerwa hanze y’Ubushinwa na Leta Zunze Ubumwe za Amerika.
Raporo kandi yagaragaje ko abatanga itumanaho ry’ikoranabuhanga mu Bushinwa batangiye kwimurira bimwe mu bikorwa byabo mu bindi bihugu byo muri Aziya, kandi bagakomeza gutanga ubufasha ku bakiriya babo muri Leta Zunze Ubumwe za Amerika mu gihe birinda imisoro ya Amerika. Huawei n'andi masosiyete menshi y'Abashinwa ari ku "Urutonde rw'ibigo" barimo gushora imari nyinshi mu guteza imbere urusobe rw'ibikoresho by'ikoranabuhanga byo mu bwoko bwa optoelectronics. Umwe mu bashinzwe inganda waganiriye na LightCounting yagize ati: "Igihugu cyose kirimo gukora amasaha yose kugira ngo Huawei ibone ibikoresho bihagije bya IC."
Ishusho ikurikira igaragaza impinduka ku rutonde rwa TOP10 rw'abatanga module za optique mu myaka icumi ishize. Mu 2020, abatanga benshi b'Abayapani n'Abanyamerika bavuye ku isoko, kandi urutonde rw'abatanga ibicuruzwa b'Abashinwa bayobowe na InnoLight Technology rwariyongereye. Urutonde ubu rurimo Cisco, yarangije kugura Acacia mu ntangiriro za 2021 ndetse inarangiza kugura Luxtera mu myaka mike ishize. Uru rutonde rurimo kandi Huawei, kuko LightCounting yahinduye ingamba zayo zo gusesengura zo gukuramo module zakozwe n'abatanga ibikoresho. Huawei na ZTE ubu ni bo batanga module za 200G CFP2 coherent DWDM. ZTE iri hafi kwinjira mu 10 za mbere muri 2020, kandi birashoboka cyane ko izaza ku rutonde muri 2021.
LightCounting yemera ko Cisco na Huawei bafite ubushobozi bwuzuye bwo gukora imiyoboro ibiri yigenga yo gutanga ibicuruzwa: umwe ukorerwa mu Bushinwa n'undi ukorerwa muri Leta Zunze Ubumwe za Amerika.
Igihe cyo kohereza: 30 Nyakanga-2021

