Muva nje, abakhiqizi be-AI abanjengoMicrosoft ne-Google kanye nabakhiqizi be-chip yamandla ekhompuyutha njenge-NVIDIA bavame ukungeza ama-oda wamamojula we-800G optical.Isidingo samandla ekhompiyutha siqhubekisele phambili ukukhula okusheshayo kwesidingo samamojula aphezulu aphezulu, futhi imboni inamathemba abanzi.
1. Usayizi wemakethe yemojula ye-Optical
Amamojula we-Optical akhiwe ngamadivayisi we-optoelectronic, ama-circuits asebenzayo kanye ne-optical interfaces.Imishini ye-Optoelectronic ihlanganisa izingxenye zokudlulisela nokwamukela.Usayizi wemakethe ye-optical module yomhlaba wonke ngo-2022 uzoba cishe ama-US $ 9.6 billion, okuwukukhula konyaka ngo-9.09%.Izinga lokukhula kwemakethe ye-optical module yomhlaba kulindeleke ukuthi lehle liye ku-3.54% ngo-2023, futhi kulindeleke ukuthi lidlule ama-US $ 15.6 billion ngo-2027.
2. Isakhiwo semakethe yemojula ye-Optical
Njengamanje, amamojula optical omhlaba ikakhulukazi amamojula wedathacom optical.Amamojula we-Datacom optical afaka amamojula e-Ethernet optical, izixhumi, namamojula optical FibreChannel, abalwa ku-67.4% yenani eliphelele.Amamojula we-Telecom optical enza ama-32.6%.
3. Isamba sezindleko zamamojula optical
Esimisweni sezindleko zamamojula optical, amadivaysi optical ayingxenye ebalulekile yemodule ye-optical, ebalwa ngenani eliphakeme kakhulu lezindleko, ezibalelwa ku-37%, ikakhulukazi okuhlanganisa i-TOSA, i-ROSA kanye nezingxenye ezakha i-TOSA ne-ROSA, njenge-TOSA. , i-wavelength division multiplexer , TO holder, TO cap, isolator, lens, filter nezinye izesekeli.Ngaphezu kwalokho, izindleko zama-chips esekethe ahlanganisiwe zibalelwa ku-22%, izindleko zama-optical chips zenza u-19%, kanti izindleko zezingxenye zesakhiwo zibalelwa ku-11%.
4. Ingxenye yezinkambu ze-optical module application
Emkhakheni wezicelo ze-optical module, imakethe yezokuxhumana iyimakethe yokuqala yokuxhumana optical, ikakhulukazi okufaka ukuxhumana kwe-5G, ukufinyelela kwe-fiber optical, njll. Ukwakhiwa kwamanethiwekhi okuxhumana kuqhuba isidingo semakethe yokuxhumana optical;imakethe yokuxhumana kwedatha iyimakethe ekhula ngokushesha yezokuxhumana okubonakalayo.Ikakhulukazi kufaka phakathi i-cloud computing, idatha enkulu, njll., ukukhula kwethrafikhi yedatha kanye nevolumu yokushintshisana kwedatha kushayela isidingo semakethe.
Idatha ikhombisa ukuthi imakethe yezokuxhumana yedatha yenza ama-51% kanti imakethe yezokuxhumana yenza ama-49%.Njengoba isidingo sokwakhiwa kwamanethiwekhi e-5G aphansi kanye nezikhungo zedatha zizoqhubeka nokukhula, indawo yemakethe yesikhathi esizayo yamamojula optical emakethe yezokuxhumana kanye nemakethe yokuxhumana kwedatha izoba nkulu.
5. Izibalo ngezinga lendawo lamamojula abonakalayo
Idatha ibonisa ukuthi izinga lendawo lamamojula we-optical optical aphansi angaphansi kwe-10Gb / s ezweni lami lifinyelele ku-90%, futhi izinga lendawo le-10Gb / s le-optical modules liyi-60%.Nakuba izwe lami njengamanje lihola umhlaba emkhakheni wamamojula optical, lithembele ekuthengisweni kwamanye amazwe emkhakheni we-optical chips, izingxenye eziyinhloko zamamojula optical.Izinga lendawo lamamojula aphezulu we-optical kanye nezingxenye ze-25Gb/s nangaphezulu liphansi kakhulu, kuphela i-10%.Amamojula we-Optical akhiqizwa ekhaya.Inqubo yenguquko inendlela ende okufanele ihanjwe.
6. Inani lezicelo ze-optical module patent
Eminyakeni yamuva, izinkampani zasekhaya ze-optical module ziye zaqhubeka nokwenza impumelelo kubuchwepheshe obuyinhloko obuyinhloko.Idatha ikhombisa ukuthi inani lezicelo ze-optical communication patent ezweni lami likhule ngokushesha ukusuka ku-2018 kuya ku-2021, likhuphuka lisuka ku-3,459 laya ku-4,634, ngesilinganiso sokukhula esiyinhlanganisela sonyaka esingu-10.2%.Idatha yakamuva ibonisa ukuthi inani lezicelo zelungelo lobunikazi elihlobene nokuxhumana okubonakalayo ezweni lami ngo-2022 lingu-3,835.
7.Indawo enokuncintisana
Eminyakeni yamuva, ngokuthuthuka okusheshayo kwemboni yezokuxhumana optical, indawo yokuncintisana yemboni ye-optical module iye yaba nezinguquko ezijulile, ezibonisa ikakhulukazi izici ezimbili ezinkulu: Ngokombono wochungechunge lwemboni, izinkampani ze-optical module ziyaqhubeka nokuhlanganyela ekuhlanganiseni. nokutholwa, futhi kuhlanganiswe ngokuqondile uchungechunge lwemboni., ukugxila embonini kuye kwanda nakakhulu;ngokombono wentuthuko yesifunda, ngokuhwebelana kwembulunga yonke kwezomnotho kanye nokuthuthuka ngokushesha kwemboni yezokuxhumana ngombono emazweni asathuthuka njengeShayina, abakhiqizi abakhulu bamazwe ngamazwe optical module kancane kancane bashintshe izisekelo zabo zokukhiqiza baya eChina nakwamanye amazwe.Ngokudluliswa kwamazwe asathuthuka, amakhono e-R&D ezinkampani zaseShayina kumamojula optical nawo athuthukiswa ngokushesha, futhi abe namandla abalulekile emqhudelwaneni wamazwe ngamazwe.
Isikhathi sokuthumela: Oct-26-2023