Kutshanje, abavelisi be-AI abanjengoMicrosoft kunye neGoogle kunye nabavelisi be-chip bamandla ekhompyuter njenge-NVIDIA bahlala bongeza ii-odolo ze800G iimodyuli zamehlo.Imfuno yamandla ekhompyutheni iqhube ukukhula ngokukhawuleza kwemfuno yeemodyuli eziphezulu ze-optical, kwaye ishishini linamathemba abanzi.
1. Ubungakanani bemarike yemodyuli ye-Optical
Iimodyuli ze-Optical zenziwe ngezixhobo ze-optoelectronic, iisekethe ezisebenzayo kunye ne-optical interfaces.Izixhobo ze-Optoelectronic ziquka ukuhambisa kunye nokwamkela iinxalenye.Ubungakanani bemarike yemodyuli yehlabathi jikelele ngo-2022 buya kuba malunga ne-9.6 yeebhiliyoni zeedola zaseMelika, ukonyuka konyaka-ngonyaka nge-9.09%.Izinga lokukhula kwemarike yemodyuli yehlabathi kulindeleke ukuba yehle ukuya kuthi ga kwi-3.54% ngo-2023, kwaye kulindeleke ukuba idlule kwi-15.6 yeebhiliyoni zeedola zaseMelika ngo-2027.
2. Ubume bemarike yemodyuli ye-Optical
Okwangoku, iimodyuli zamehlo zehlabathi ngokubanzi ziimodyuli zedathacom.Iimodyuli ze-Datacom optical ziquka iimodyuli ze-Ethernet zamehlo, izixhumi, kunye neemodyuli ze-FibreChannel optical, i-accounting ye-67.4% yetotali.Iimodyuli zeTelecom zamehlo zithatha i-32.6%.
3. Ubungakanani beendleko zeemodyuli zamehlo
Kwixabiso leendleko zeemodyuli ze-optical, izixhobo ze-optical ziyingxenye ebalulekileyo yemodyuli ye-optical, i-akhawunti yexabiso eliphezulu leendleko, i-akhawunti ye-37%, ngokukodwa i-TOSA, i-ROSA kunye namacandelo aquka i-TOSA kunye ne-ROSA, njenge-TOSA. , i-wavelength division multiplexer, isibambi se-TO, i-cap, i-isolator, i-lens, isihluzi kunye nezinye izincedisi.Ukongezelela, iindleko ze-chips zesekethe ezihlanganisiweyo zibalelwa kwi-22%, iindleko ze-akhawunti ye-optical chips kwi-19%, kunye neendleko ze-akhawunti yecandelo le-11%.
4. Umyinge wemimandla yesicelo semodyuli ye-optical
Kwintsimi yezicelo zemodyuli ye-optical, imarike yonxibelelwano yimarike yokuqala yonxibelelwano lwe-optical, ngokukodwa kubandakanywa unxibelelwano lwe-5G, ukufikelela kwi-fiber optical, njl.imakethi yonxibelelwano lwedatha yeyona marike ikhula ngokukhawuleza yonxibelelwano lwamehlo.Ngokukodwa kubandakanywa i-computing yefu, idatha enkulu, njl., Ukukhula kwedatha yedatha kunye nomthamo wotshintshiselwano lwedatha kuqhuba imfuno yemarike.
Idatha ibonisa ukuba imakethe yoqhagamshelwano lwedatha i-akhawunti ye-51% kunye ne-telecommunications market i-akhawunti ye-49%.Njengoko imfuno yokwakhiwa kweenethiwekhi ze-5G ezisezantsi kunye namaziko edatha aya kuqhubeka nokunyuka, indawo yemarike yexesha elizayo yeemodyuli ze-optical kwimarike yonxibelelwano kunye nedatha yoqhagamshelwano lwedatha iya kuba nkulu.
5. Iinkcukacha-manani kwireyithi yengingqi yeemodyuli zamehlo
Idatha ibonisa ukuba izinga lendawo yeemodyuli ze-low-end optical phantsi kwe-10Gb / s kwilizwe lam lifikelele kwi-90%, kwaye izinga lendawo ye-10Gb / s iimodyuli ze-optical yi-60%.Nangona ilizwe lam ngoku likhokela ihlabathi kwintsimi yeemodyuli ze-optical, lithembele ekungenisweni ngaphandle kwintsimi yee-chips optical, amacandelo angundoqo kwiimodyuli ze-optical.Izinga lendawo yeemodyuli eziphezulu ze-optical kunye namacandelo e-25Gb / s nangaphezulu iphantsi kakhulu, kuphela i-10%.Iimodyuli ze-Optical ziveliswa ngaphakathi.Inkqubo yenguqu inendlela ende ekufuneka ihambe.
6. Inani lee-optical module patent applications
Kwiminyaka yakutshanje, iinkampani zemodyuli zasekhaya zasekhaya ziye zaqhubeka nokwenza impumelelo kwiitekhnoloji eziphambili.Idatha ibonisa ukuba inani lezicelo ze-patent yonxibelelwano olubonakalayo kwilizwe lam likhule ngokukhawuleza ukusuka ku-2018 ukuya ku-2021, linyuka ukusuka kwi-3,459 ukuya kwi-4,634, kunye ne-avareji yokukhula komndilili wonyaka we-10.2%.Idatha yamva nje ibonisa ukuba inani lezicelo zepatent ezinxulumene nonxibelelwano kwilizwe lam ngo-2022 ngama-3,835.
7.Ukhuphiswano lomhlaba
Kwiminyaka yakutshanje, kunye nophuhliso olukhawulezayo lweshishini lonxibelelwano lwe-optical, indawo ekhuphisanayo yeshishini lemodyuli ye-optical iye yatshintsha kakhulu, ebonisa ubukhulu becala iimpawu ezimbini eziphambili: Ukusuka kumbono wekhonkco loshishino, iinkampani zemodyuli ye-optical ziyaqhubeka nokubandakanya ukudibanisa. kunye nokufunyanwa, kunye nokudibanisa ngokuthe nkqo ikhonkco loshishino., ukugxila kweshishini kuye kwanda ngakumbi;ngokwembono yophuhliso lommandla, kunye noqoqosho lwehlabathi kunye nophuhliso olukhawulezayo lweshishini lonxibelelwano lwamehlo kumazwe asaphuhlayo anje nge China, abavelisi abakhulu bemodyuli yamazwe ngamazwe batshintshe ngokuthe ngcembe iziseko zabo zokuvelisa ukuya eTshayina nakwamanye amazwe.Ngokutshintshelwa kwamazwe asakhasayo, amandla e-R&D eenkampani zaseTshayina kwiimodyuli ze-optical nazo ziphuculwe ngokukhawuleza, kwaye ziye zaba ngamandla abalulekileyo kukhuphiswano lwamazwe ngamazwe.
Ixesha lokuposa: Oct-26-2023