Muva nje, abakhiqizi be-AI abafana ne-Microsoft ne-Google kanye nabakhiqizi be-computing power chip abafana ne-NVIDIA bavame ukwengeza ama-oda amamojula e-optical angu-800G. Isidingo samandla e-computing siholele ekukhuleni okusheshayo kwesidingo samamojula e-optical aphezulu, futhi imboni inamathemba abanzi.
1. Usayizi wemakethe yemojula ye-Optical
Amamojula e-Optical akhiwe ngamadivayisi e-optoelectronic, amasekethe asebenzayo kanye nezixhumi ezibonakalayo. Amadivayisi e-optoelectronic afaka izingxenye zokudlulisa nokwamukela. Usayizi wemakethe ye-optical module yomhlaba wonke ngo-2022 uzoba cishe amaRandi ayizigidi eziyizinkulungwane ezingu-9.6, ukwanda konyaka nonyaka okungu-9.09%. Izinga lokukhula kwemakethe ye-optical module yomhlaba wonke kulindeleke ukuthi lehle liye ku-3.54% ngo-2023, futhi kulindeleke ukuthi lidlule amaRandi ayizigidi eziyizinkulungwane ezingu-15.6 ngo-2027.
2. Isakhiwo semakethe yemojula ye-Optical
Njengamanje, amamojula okukhanya omhlaba wonke ikakhulukazi amamojula okukhanya e-datacom. Amamojula okukhanya e-Datacom afaka amamojula okukhanya e-Ethernet, izixhumi, kanye namamojula okukhanya e-FibreChannel, okwenza u-67.4% wenani lilonke. Amamojula okukhanya e-Telecom abiza u-32.6%.
3. Isilinganiso sezindleko zamamojula okukhanya
Esakhiweni sezindleko zamamojula e-optical, amadivayisi e-optical ayingxenye ebalulekile yemojula ye-optical, ebala ingxenye ephezulu kakhulu yezindleko, ebala u-37%, ikakhulukazi okuhlanganisa i-TOSA, i-ROSA kanye nezingxenye ezakha i-TOSA ne-ROSA, njenge-TO, i-wavelength division multiplexer, i-TO holder, i-TO cap, i-isolator, i-lens, i-filter kanye nezinye izesekeli. Ngaphezu kwalokho, izindleko zama-integrated circuit chips zibala u-22%, izindleko zama-optical chips zibala u-19%, kanti izindleko zezingxenye zesakhiwo zibala u-11%.
4. Isilinganiso sezinkambu zesicelo se-optical module
Emkhakheni wezinhlelo zokusebenza ze-optical module, imakethe yezokuxhumana iyimakethe yokuqala yezokuxhumana kwe-optical, okuhlanganisa kakhulu ukuxhumana kwe-5G, ukufinyelela kwe-optical fiber, njll. Ukwakhiwa kwamanethiwekhi okuxhumana kuqhuba isidingo semakethe yezokuxhumana kwe-optical; imakethe yezokuxhumana kwedatha iyimakethe ekhula ngokushesha kakhulu yezokuxhumana kwe-optical. Ngokuyinhloko kufaka phakathi i-cloud computing, i-big data, njll., ukukhula kwethrafikhi yedatha kanye nevolumu yokushintshana kwedatha kuqhuba isidingo semakethe.
Idatha ikhombisa ukuthi imakethe yokuxhumana kwedatha ingama-51% kanti imakethe yokuxhumana ingama-49%. Njengoba isidingo sokwakhiwa kwamanethiwekhi e-5G angaphansi kanye nezikhungo zedatha sizoqhubeka nokukhula, isikhala semakethe esizayo samamojula okukhanya emakethe yokuxhumana kanye nemakethe yokuxhumana kwedatha sizoba sikhulu.
5. Izibalo ngesilinganiso sendawo yamamojula optical
Idatha ikhombisa ukuthi izinga lokufakwa kwamamojula okukhanya aphansi angaphansi kuka-10Gb/s ezweni lakithi lifinyelele ku-90%, kanti izinga lokufakwa kwamamojula okukhanya angu-10Gb/s lingu-60%. Nakuba izwe lami lihamba phambili emhlabeni jikelele emkhakheni wamamojula okukhanya, lithembele ekungenisweni kwemikhiqizo emkhakheni wama-chip optical, izingxenye eziyinhloko zamamojula okukhanya. Izinga lokufakwa kwamamojula okukhanya aphezulu kanye nezingxenye ezingu-25Gb/s nangaphezulu liphansi kakhulu, yi-10% kuphela. Amamojula okukhanya akhiqizwa ngaphakathi ezweni. Inqubo yokuguqulwa isenendlela ende okufanele ihanjwe.
6. Inani lezicelo ze-patent ze-optical module
Eminyakeni yamuva nje, izinkampani ze-optical module zasekhaya ziqhubekile nokwenza intuthuko kwezobuchwepheshe obuyinhloko. Idatha ikhombisa ukuthi inani lezicelo ze-optical communication ezweni lami likhule ngokushesha kusukela ngo-2018 kuya ku-2021, likhula lisuka ku-3,459 laya ku-4,634, ngesilinganiso sokukhula kwe-compound yonyaka esingu-10.2%. Idatha yakamuva ikhombisa ukuthi inani lezicelo ze-optical communication ezihlobene ne-optical ezweni lami ngo-2022 lingu-3,835.
7. Indawo yokuncintisana
Eminyakeni yamuva nje, ngentuthuko esheshayo yemboni yokuxhumana kwe-optical, isimo sokuncintisana semboni ye-optical module siye sashintsha kakhulu, okubonisa izici ezimbili ezinkulu: Ngokombono we-industry chain, izinkampani ze-optical module ziyaqhubeka nokuzibandakanya ekuhlanganisweni nasekuthengweni, futhi zihlanganise ngokuqondile i-industry chain. , ukuhlushwa kwemboni kuye kwanda kakhulu; ngokombono wentuthuko yesifunda, ngomnotho womhlaba wonke kanye nentuthuko esheshayo yemboni yokuxhumana kwe-optical emazweni asathuthuka njenge-China, abakhiqizi abakhulu bamazwe ngamazwe be-optical module baye bashintsha kancane kancane izisekelo zabo zokukhiqiza baya e-China nakwamanye amazwe. Ngokudluliselwa kwamazwe asathuthuka, amakhono e-R&D ezinkampani zase-China kuma-optical module nawo athuthukisiwe ngokushesha, futhi abe amandla abalulekile emncintiswaneni wamazwe ngamazwe.
Isikhathi sokuthunyelwe: Okthoba-26-2023