Ma module emagetsi epamusoro anotarisirwa kukurumidzisa kutengesa

Munguva pfupi yapfuura, vagadziri veAI vakaita seMicrosoft neGoogle pamwe nevagadziri vemachipisi emagetsi emakombiyuta vakaita seNVIDIA vanowanzo wedzera maodha emamodule e800G optical. Kudiwa kwesimba remakombiyuta kwakakonzera kukura nekukurumidza kwekudiwa kwemamodule emagetsi epamusoro, uye indasitiri iyi ine mikana yakakura yekubudirira.

1. Saizi yemusika weOptical module

Ma module eOptical anoumbwa nemidziyo ye optoelectronic, ma functional circuits uye ma optical interfaces. Midziyo ye optoelectronic inosanganisira zvikamu zvekutumira nekugamuchira. Saizi yemusika we optical module wepasi rose muna 2022 ichave inosvika US$9.6 bhiriyoni, kuwedzera kwegore negore kwe9.09%. Kukura kwemusika we optical module wepasi rose kunotarisirwa kudzikira kusvika pa3.54% muna 2023, uye kunotarisirwa kudarika US$15.6 bhiriyoni muna 2027.

2. Maumbirwo emusika weOptical module

Parizvino, ma module epasi rose e optical anonyanya kuve ma datacom optical modules. Ma module eDatacom optical anosanganisira ma Ethernet optical modules, ma connectors, uye ma FibreChannel optical modules, zvichiita 67.4% yehuwandu hwese. Ma module eTelecom optical anokwana 32.6%.

3. Mutengo wezvikamu zve optical modules

Mukugadzirwa kwemari yemamodule e optical, zvishandiso zve optical chikamu chakakosha che optical module, zvichiratidza chikamu chikuru chemutengo, zvichireva 37%, kunyanya zvinosanganisira TOSA, ROSA nezvimwe zvinhu zvinoumba TOSA neROSA, zvakaita seTO, wavelength division multiplexer, TO holder, TO cap, isolator, lens, filter nezvimwe zvinhu. Pamusoro pezvo, mutengo wemachipisi e integrated circuit unotora 22%, mutengo wemachipisi e optical unotora 19%, uye mutengo wezvikamu zve structural unotora 11%.

4. Chikamu cheminda yekushandisa module ye optical

Mundima yekushandiswa kwemamodule e optical, musika wekutaurirana ndiwo musika wekutanga wekutaurirana kwe optical, kunyanya kusanganisira kutaurirana kwe5G, kuwana fiber ye optical, nezvimwewo. Kuvakwa kwema network ekutaurirana ndiko kunoita kuti pave nemusika wekutaurirana kwe optical; musika wekutaurirana kwe data ndiwo musika uri kukura nekukurumidza wekutaurirana kwe optical. Zvikuru kusanganisira cloud computing, big data, nezvimwewo, kukura kwe data traffic uye data exchange volume zvinosimudzira kudiwa kwemusika.

Data rinoratidza kuti musika wekutaurirana nedata une 51% uye musika wekutaurirana nefoni une 49%. Sezvo kudiwa kwekuvaka kwe5G network nenzvimbo dzedata zvichiri kuramba zvichiwedzera, nzvimbo yemusika yeramangwana yema optical modules mumusika wekutaurirana nedata ichave yakakura.

5. Nhamba dzehuwandu hwenzvimbo dzema modules e optical

Data rinoratidza kuti mwero wekuwanikwa kwema module e optical ari pasi pe10Gb/s munyika yangu wasvika 90%, uye mwero wekuwanikwa kwema module e optical ari pasi pe10Gb/s uri 60%. Kunyangwe nyika yangu iri kutungamira pasi rose mumunda wema optical modules, inovimba nekupinza kwezvinhu mumunda wema optical chips, zvikamu zvikuru zvema optical modules. Mwero wekuwanikwa kwema module e optical ari pamusoro nezvikamu zve25Gb/s zvichikwira wakaderera zvikuru, 10% chete. Ma module e optical anogadzirwa munyika. Maitiro ekushandura ane rwendo rurefu.

6. Huwandu hwezvikumbiro zve optical module patent

Mumakore achangopfuura, makambani emagetsi emuno akaramba achiwedzera hunyanzvi hwavo muhunyanzvi hwepamusoro. Data rinoratidza kuti huwandu hwemashandisirwo emagetsi ekutaurirana munyika yangu hwawedzera nekukurumidza kubva muna 2018 kusvika 2021, huchikwira kubva pa3,459 kusvika pa4,634, neavhareji yekukura kwemakemikari pagore ye10.2%. Data razvino rinoratidza kuti huwandu hwemashandisirwo emagetsi ane chekuita nekutaurirana munyika yangu muna 2022 i3,835.

7. Nzvimbo yemakwikwi

Mumakore achangopfuura, nekukura nekukurumidza kweindasitiri yekutaurirana kwemaziso, mamiriro emakwikwi eindasitiri ye optical module akachinja zvikuru, izvo zvinonyanya kuratidza hunhu huviri hukuru: Kubva pamaonero echeni yeindasitiri, makambani e optical module anoramba achibatanidzwa nekutenga, uye achibatanidza chain yeindasitiri zvakananga. , huwandu hweindasitiri hwakawedzera zvakanyanya; kubva pamaonero ekukura kwedunhu, nekukura kwehupfumi hwenyika uye kukura nekukurumidza kweindasitiri yekutaurirana kwemaziso munyika dziri kusimukira dzakadai seChina, vagadziri vakuru ve optical module vepasi rose vakachinja zvishoma nezvishoma mabhesi avo ekugadzira kuenda kuChina nedzimwe nyika. Nekutamiswa kwenyika dziri kusimukira, kugona kweR&D kwemakambani eChina muma optical modules kwakagadziridzwawo nekukurumidza, uye ave simba rakakosha mumakwikwi epasi rose.