Kutshanje, abavelisi be-AI abafana neMicrosoft kunye neGoogle kunye nabavelisi be-computing power chips abafana neNVIDIA baye bongeza rhoqo ii-odolo zee-800G optical modules. Imfuno yamandla e-computing iqhube ukukhula ngokukhawuleza kwemfuno yee-high-end optical modules, kwaye eli shishini linamathuba amaninzi.
1. Ubungakanani bemarike yemodyuli ye-Optical
Iimodyuli ze-Optical zenziwe zizixhobo ze-optoelectronic, iisekethe ezisebenzayo kunye nee-interfaces ze-optical. Izixhobo ze-optoelectronic ziquka iinxalenye zokuthumela kunye nezamkelayo. Ubungakanani bemarike ye-optical module yehlabathi ngo-2022 buza kuba malunga ne-US $9.6 yeebhiliyoni, ukunyuka konyaka nge-9.09%. Izinga lokukhula kwemarike ye-optical module yehlabathi kulindeleke ukuba lehle liye kwi-3.54% ngo-2023, kwaye kulindeleke ukuba lidlule kwi-US $15.6 yeebhiliyoni ngo-2027.
2. Ulwakhiwo lwemarike yemodyuli ye-Optical
Okwangoku, iimodyuli ze-optical zehlabathi ngokubanzi ziimodyuli ze-datacom optical. Iimodyuli ze-Datacom optical ziquka iimodyuli ze-Ethernet optical, izihlanganisi, kunye neemodyuli ze-FibreChannel optical, ezithatha i-67.4% yetotali iyonke. Iimodyuli ze-Telecom optical zithatha i-32.6%.
3. Ixabiso eliphakathi kweemodyuli ze-optical
Kwisakhiwo seendleko zeemodyuli ze-optical, izixhobo ze-optical ziyinxalenye ebalulekileyo yemodyuli ye-optical, zibala inani eliphezulu leendleko, zibala i-37%, ikakhulu kubandakanya i-TOSA, i-ROSA kunye nezinto ezenza i-TOSA kunye ne-ROSA, ezifana ne-TO, i-wavelength division multiplexer, i-TO holder, i-TO cap, i-isolator, i-lens, i-filter kunye nezinye izixhobo. Ukongeza, iindleko zeetships zesekethe ezidibeneyo zibala i-22%, iindleko zeetships ze-optical zibala i-19%, kwaye iindleko zeendawo zokwakha zibala i-11%.
4. Ubungakanani bamacandelo okusetyenziswa kwemodyuli ye-optical
Kwicandelo lezicelo zemodyuli ye-optical, imakethi yonxibelelwano yimakethi yokuqala yonxibelelwano lwe-optical, ikakhulu kubandakanya unxibelelwano lwe-5G, ukufikelela kwi-optical fiber, njl. Ukwakhiwa kweenethiwekhi zonxibelelwano kuqhuba imfuno yemakethi yonxibelelwano lwe-optical; imakethi yonxibelelwano lwedatha yimakethi ekhula ngokukhawuleza yonxibelelwano lwe-optical. Ngokuyintloko kubandakanya i-cloud computing, i-big data, njl.njl., ukukhula kwethrafikhi yedatha kunye nomthamo wokutshintshiselana kwedatha kuqhuba imfuno yemakethi.
Idatha ibonisa ukuba imakethi yonxibelelwano lwedatha ithatha i-51% kwaye imakethi yonxibelelwano ithatha i-49%. Njengoko imfuno yokwakha iinethiwekhi ze-5G ezisezantsi kunye namaziko edatha iya kuqhubeka isanda, indawo yemarike yexesha elizayo yeemodyuli ze-optical kwimakethi yonxibelelwano kunye nemakethi yonxibelelwano lwedatha iya kuba nkulu kakhulu.
5. Izibalo malunga nesantya sokwakheka kweemodyuli ze-optical
Idatha ibonisa ukuba izinga lokufumana indawo kwiimodyuli ze-optical ezisezantsi ngaphantsi kwe-10Gb/s kwilizwe lam lifikelele kwi-90%, kwaye izinga lokufumana indawo kwiimodyuli ze-optical ze-10Gb/s liyi-60%. Nangona ilizwe lam ngoku likhokela kwihlabathi liphela kwicandelo leemodyuli ze-optical, lixhomekeke ekungenisweni kwezixhobo ze-optical, izinto eziphambili kwiimodyuli ze-optical. Izinga lokufumana indawo kwiimodyuli ze-optical ezikumgangatho ophezulu kunye nezinto ze-25Gb/s nangaphezulu liphantsi kakhulu, yi-10% kuphela iimodyuli ze-optical ziveliswa apha ekhaya. Inkqubo yotshintsho isekude ukuba ihambe.
6. Inani lezicelo zepatenti zemodyuli ye-optical
Kwiminyaka yakutshanje, iinkampani ze-optical module zasekhaya ziqhubekile nokwenza inkqubela phambili kubuchwepheshe obuphambili. Idatha ibonisa ukuba inani lezicelo ze-patent zonxibelelwano lwe-optical kwilizwe lam likhule ngokukhawuleza ukusuka ngo-2018 ukuya ku-2021, linyuka ukusuka kwi-3,459 ukuya kwi-4,634, kunye nomyinge wokukhula kwe-compound yonyaka we-10.2%. Idatha yamva nje ibonisa ukuba inani lezicelo ze-patent ezinxulumene nonxibelelwano lwe-optical kwilizwe lam ngo-2022 yi-3,835.
7. Indawo yokhuphiswano
Kwiminyaka yakutshanje, ngophuhliso olukhawulezileyo lweshishini lonxibelelwano lwe-optical, imeko yokhuphiswano lweshishini le-optical module iye yatshintsha kakhulu, nto leyo ebonisa iimpawu ezimbini eziphambili: Ngokwembono yecandelo leshishini, iinkampani ze-optical module ziyaqhubeka nokuzibandakanya ekudibaneni nasekuthengeni, kwaye zidibanisa ngokuthe nkqo ikhonkco leshishini. , ugxininiso lweshishini luye lwanda ngakumbi; ngokwembono yophuhliso lwengingqi, ngehlabathi jikelele kwezoqoqosho kunye nophuhliso olukhawulezileyo lweshishini lonxibelelwano lwe-optical kumazwe asakhulayo afana neTshayina, abavelisi abakhulu bee-optical module zamazwe ngamazwe baye batshintsha kancinci iziseko zabo zokuvelisa baya eTshayina nakwamanye amazwe. Ngokudluliselwa kwamazwe asakhulayo, amandla e-R&D eenkampani zaseTshayina kwiimodyuli ze-optical nawo aphuculwe ngokukhawuleza, kwaye abe ngamandla abalulekileyo kukhuphiswano lwamazwe ngamazwe.
Ixesha lokuthumela: Okthobha-26-2023