Me ka hoʻopuka kūhelu o nā laikini 5G e ka Ministry of Industry and Information Technology, ua huki ikaika ka mākeke kamaʻilio optical mai ka mākeke. Ma ka 21st China International Optoelectronic Exposition (CIOE 2019), 2,000 optoelectronic hui i komo i ka hōʻike, e kālele ana i nā huahana optoelectronic a me nā huahana wela a me nā ʻenehana. I ka manawa like, ua wehe ʻia nā waihona manaʻo pili, mai ka lā 9 o Kepakemapa, ZTE, Cambridge Technology a me nā ʻoihana ʻē aʻe ka palena o kēlā me kēia lā.
Ua ninaninau ʻo Securities Times · e ka mea kākau moʻolelo i kahi helu o nā mea hōʻikeʻike ʻoihana i helu ʻia ua 400G a me nā modules optical kiʻekiʻe kiʻekiʻe i hele mālie i ka pae hoʻokūkū hoʻokūkū nui mai ka hoʻokūkū hoʻokuʻu huahana maʻalahi, ua wikiwiki nā mea hana nui e wikiwiki, manaʻo maikaʻi e pili ana i ka ʻoihana. ka hoʻihoʻi hou ʻana i ka hapa ʻelua a me ka makahiki e hiki mai ana I ka wā ma hope, ʻaʻole e kāpae ka ʻoihana kūloko i ka hoʻololi ʻana; i ka hoʻohālikelike ʻana, ua piha ka hoʻokūkū ma ka mākeke fiber optical, a e kau nā mea hana kūpono i kā lākou ʻike i ka mākeke kikowaena data.
400G module optical hoʻokūkū a puni
Ma ka hōʻikeʻike, uaʻike ka mea kākau moʻolelo Securities Times·e ua hōʻike ʻo Cambridge Technology i nā huahana optical module 400G QSFP56-DD a me nā kiʻi maka e pili ana, a ua hōʻike pū ʻia nā modula optical 200G FR. Ua haʻi aku ʻo Huang Gang, ka luna o ka hui, i ka poʻe nūhou ua kūʻai ʻia nā huahana 400G o ka hui a ua hāʻawi ʻia i nā hoʻokolohua liʻiliʻi e nā mea kūʻai aku o ʻAmelika ʻAmelika.
ʻO ia kekahi o nā ʻoihana e ulu wikiwiki ana i ka ʻoihana, me ka haʻahaʻa haʻahaʻa, haʻahaʻa ka hoʻohana mana a me ka latency haʻahaʻa. kūikawā.
"Ua hoʻokuʻu ʻia ka huahana 400G i hoʻokahi makahiki i hala!" Ua haʻi aku nā limahana kula ʻo Cambridge Tech i nā mea hoʻolaha e kokoke ana e komo i ka hana nui. Ua hōʻike pū ka hui i kahi ʻano o nā huahana module optical e like me 5G i mua / hoʻihoʻi hoʻouna.
Wahi a nā hōʻike, pono e hoʻohana nā ʻenehana uila 5G i nā modula optical 10G a me 25G me nā mamao hoʻouna o 300 mika, 10 mau kilomita, 20 mau kilomita a me 40 mau kilomita. I ka manawa like, ka hoʻohana ʻana i ka ʻenehana bidirectional BIDI a me ka hawewe nalu multiplexing e hoʻoponopono i ke kaʻina noi kūpono ʻAʻole lawa nā kumuwaiwai fiber.
Wahi a ka ʻoihana media C114 hōʻike, ua mālama ʻo Guangxun Technology i kahi hālāwai hoʻolaha i ka wā o ka hōʻikeʻike, a ua hoʻohana nui ʻia nā modula pili 400G no ka mākeke kikowaena data no ka hoʻolālā kikowaena data hou. Manaʻo ia ma 2020, e hoʻokumu ʻia ka pālākiō pāʻoihana i nā kikowaena data home.
Ua hōʻike a hōʻike ʻo Zhongji Xuchuang i kekahi mau huahana. Wahi a ka hoʻomaka, ʻo ka hana nui o nā huahana optical module 400G i ka holomua maʻamau. hoʻihoʻi hope.
ʻO ka hoʻolālā ākea o 5G mua o ka hoʻouna ʻana i ka māmā māmā
Hoʻonui koke ʻia ka wikiwiki o ka hoʻouna ʻana o ke kahua module optical.
Ma kēia hōʻike, ua hui pū ka China Information and Communication Research Institute me ka Terai Lab, Tencent, Huawei, Xinhua III, Hisense Broadband, Guangxun Technology, Sumitomo Electric, Lixun Precision, Shanyi Electric a me nā hui ʻoihana 9 ʻē aʻe, nā mea kūʻai aku a me nā mea hana Hoʻokumu i ka 800G Pluggable MSA Working Group e paipai i ka hoʻomohala ʻana i nā kikoʻī o ka ʻoihana no 800G pluggable optical modules.
Ua wānana ʻo Kauka Vladimir Kozlov, ka mea nāna i hoʻokumu a me Luna Nui o LightCounting, kahi hui noiʻi mākeke kaulana i ka ʻoihana optical, e pono ana nā mea hoʻohana kikowaena data cloud e hoʻolālā i nā modula optical 800G e mālama i ka ulu ʻana o ka ʻikepili ma 2023-2024. ʻO ka hapa nui o 800G nā modula hiki ke hoʻopili.
Eia kekahi, ma ke kahua o ka 5G pre-light transmission module, ua hōʻike ʻo Mingpu Opto-Magnet i ka 5G pre-transmission o ka hui, ka kikowaena data a me ka FTTH series o nā huahana a me nā hoʻonā no 5G pāʻoihana. ʻO ka noiʻi a me ka hoʻomohala ʻana, ʻo ka mea mua i lilo i piha piha o 25G one-stop direct mining suppliers, hiki i nā huahana o ka hui ke hiki i nā mea kūʻai aku ke hoʻokō i ka 100% -200% hoʻonui i ka hoʻohana ʻana i nā kumuwaiwai fiber-optic o ka pahuhopu 5G i mua.
Ma kēia hanana, ua hōʻike ʻo Jin Xinnuo i 25G haʻahaʻa haʻahaʻa haʻahaʻa haʻahaʻa kala kala no ka 5G prequel. Wahi a nā hōʻike, ʻo kēia huahana ka mea mua i ka ʻoihana a wehe piha i ka manawa naʻauao o 5G prequel.
Ua ʻōlelo ka luna o ka Papa Hoʻokele o Huang Xinnuo, ʻo Huang Changhua, ka malihini o ka Securities Times a me ka e-investigation o ka hoʻolālā 5G, ʻo ka hui a me nā mea hoʻokele kūloko a me nā ʻāina ʻē, nā mea kūʻai aku a me nā mea kūʻai aku antenna i hoʻokumu i ka Design In mode, i mua. -ʻike i nā mea hana hou no nā ʻōnaehana 5G a me nā polokalamu. Hāʻawi ia i kahi hui piha o nā huahana interconnection hōʻailona hana kiʻekiʻe a me nā lawelawe i hoʻopili ʻia e like me ka hoʻouna ʻana i ka RF, ka haʻahaʻa haʻahaʻa haʻahaʻa, ka optical transmission, ka wikiwiki kiʻekiʻe, ka mana mana, PCB a me nā modula chip.
Ua ʻōlelo nā limahana SDF aia ka ʻoihana fiber i kēia manawa i ka manawa "'ōmaʻomaʻo a melemele" mai 4G a 5G. E hoʻonui ka ʻoihana ma ke kaulahao ʻoihana a hana i ka 5G prequel, he mea paʻakikī ke hele a hoʻi i hope. 25G a me 100G mākeke, 400G manaʻo e hoʻomaka hou i ka makahiki aʻe.
E hoʻomaka ka mākeke module optical i ka shuffling
Wahi a ka ʻikepili LightCounting, e piʻi ana ka mākeke module optical honua i ka 16 billion US dollars ma 2024, a e piʻi ka nui o ka mākeke modul optical Ethernet mai 45% i 2016 a i 64% i 2024. Me ka pāʻoihana 5G, ka module pre-transmission. e lilo i mea nui; i ka mākeke kikowaena data, ʻo ka 100G optical module ka nui o ka mākeke mākeke, a hoʻomaka ka 400G e hoʻonui i ka makahiki 2019.
ʻO kēia hiʻohiʻona mākeke ua hoʻokipa nui i nā mea komo. Ma ka hui manawa like o ka hōʻikeʻike, ua manaʻo ka poʻe loea aia ma kahi o 300-400 nā mea hoʻolako optical module home, a ʻoi aku ka ikaika o ka hoʻokūkū. Ua hoʻomaopopo ka mea kākau moʻolelo ʻo nā hui fiber optical nui e like me Changfei Optical Fiber Co., Ltd. ua kau pū i ka wāwae i ke kikowaena data a waiho i ka mākeke module optical. I ka manawa like, nā huahana kamaʻilio optical. Ua emi nui ke kumukūʻai.
Ua kuhikuhi ʻo Huatai Securities i ka ikaika o ka noi no 100G digital light modules mai 2017 a 2018, akā ma muli o ka hoʻokomo ʻana o nā ʻenehana hou a me ka destocking o nā mea kūʻai mai lalo, ua emi ke kumukūʻai o ka helu holoʻokoʻa o nā modules māmā. Ua kuhikuhi ʻo LightCounting ua hāʻule ke kumukūʻai maʻamau o nā modula pass-through digital mai 6+ USD/Gbps i 2016 a i US $ 3/Gbps i 2018. Manaʻo ʻia e hoʻolohi ka emi ʻana o ke kumukūʻai ma 2020-2024, a me ke kumukūʻai. e hāʻule iki ana nā huahana maʻamau i 2024. Ma luna o ke kiʻekiʻe o $1/Gbps.
Wahi a Wind statistics, ʻo ka piʻi ʻana o ka ulu ʻana o ka loaʻa kālā o nā hui i helu ʻia i ka hapa mua o kēia makahiki ua emi iho ma kahi o 2% i hoʻohālikelike ʻia me ka manawa like o ka makahiki i hala.
Ua haʻi hou aku kekahi mau mea hōʻikeʻike i ka poʻe nūhou ua lawe mai ka hana 5G i ka hoʻokūkū ikaika i ka ʻoihana module optical, a ke manaʻo ʻia nei e loaʻa kahi pōʻai hou i ka wā e hiki mai ana. Eia nō naʻe, ʻaʻole i hoʻohui ʻia ke ala ʻenehana no nā pilikua o waho e hoʻomaikaʻi i kā lākou huahana o ka hanauna e hiki mai ana. No ka laʻana, makemake ʻo Amazon i kahi huahana 400G me ka uku hoʻololi kiʻekiʻe, a kūkulu ʻo Facebook i kahi 100G kiʻekiʻe kiʻekiʻe.hoʻololilole, kahi e kau nui ai i ka paʻa o ka pūnaewele.
Ma ka ʻaoʻao ʻē aʻe, ua hoʻopilikia ʻia e nā kālepa kālepa Sino-US a me ka hāʻule ʻana o ka macroeconomic, ua hōʻemi nā hui kikowaena data o waho i ko lākou makemake kūʻai i ka makahiki i hala, a ua hōʻole kā lākou mau manaʻo hoʻonui. E lōʻihi ka manawa o ka hoʻololi ʻana i ka ʻenehana, akā ʻoi aku ka wikiwiki o ka mākeke o ka ʻoki ʻana i nā modules optical 400G ma mua o 100G.
Manaʻo ʻia ʻo 400G e hoʻokomo i ka pālākiō ʻoihana
Loaʻa ka hilinaʻi o nā mea hōʻikeʻike i ka hoʻihoʻi hou ʻana o ka mākeke. Ua hōʻike ʻia ka hōʻike loiloi ʻo Tianfeng Securities me ka hoʻopaʻa ʻana a me ka hoʻihoʻi ʻana i nā hoʻolimalima kālā o ka poʻe kūʻai aku i ke ao, e hoʻolaha ʻia ke kaulahao ʻoihana holoʻokoʻa mai nā kikowaena ʻikepili, nā lako pūnaewele a hiki i nā modula optical kiʻekiʻe.
Eia kekahi, ke hoʻoikaika ikaika nei ka ʻāina i ka hoʻomohala ʻana i ka ʻoihana ʻikepili nui. Ma ka lā 4 o Kepakemapa, ua hoʻopuka ka Ministry of Industry and Information Technology i ka“Ke alakaʻi nei i nā manaʻo no ka hoʻomohala ʻana i ka ʻikepili nui ʻoihana (Draft for Comment)”, a manaʻo ʻia e kūkulu i ka National Industrial Internet Big Data Center ma ka makahiki 2025, e hoʻoulu i nā mea hoʻolako ʻikepili nui honua kiʻekiʻe kiʻekiʻe, a hana i nā ʻāina.ʻO nā pahuhopu kikoʻī e like me ke kahua hōʻikeʻike ʻoihana ʻoihana hou.
Ua hōʻike pū ʻia nā hui helu he nui e hoʻomaka hou nā kauoha i ka lua o ka hapaha o kēia makahiki, me ka manaʻo e pili ana i ka ulu ʻana o ka mākeke ma ka hapa ʻelua a me ka makahiki e hiki mai ana. Ua ʻōlelo ʻo Zhongji Xu Chuang, mai ka hapaha ʻelua, mahalo i kekahi koi o nā mea kūʻai aku nui no 100G a me nā huahana ʻē aʻe i hoʻomaka e ʻohi, hoʻomaka ka hoʻonui ʻana o nā huahana 400G, a ua hoʻomaka nā huahana prequel 5G e hāʻawi ʻia i nā pūʻulu. Ua hoʻohālikelike ʻia nā loaʻa kūʻai a me ka loaʻa kālā o ka hui. Ua hoʻomaikaʻi maikaʻi ʻia ka hapaha mua o ke apo.
Ua ʻōlelo pū ʻo Huang Xinhua, ka luna hoʻomalu o Jinxinnuo, ʻaʻole i ʻoluʻolu ka hana i ka hapa mua o kēia makahiki, a ua hōʻole ka loaʻa kālā ʻelua. No ka hoʻoponopono kūʻai ʻana i nā mea kūʻai aku huahana kūikawā, aia kekahi manawa kūpono e hana i nā kauoha i ka hapa lua o ka makahiki. Ma ka manawa like, ke hoʻomākaukau nei ka hui i nā mea kanu kemika kūloko ma Thailand. , ʻoi aku ka maikaʻi o ka lawelawe ʻana i nā mea kūʻai aku ma waho.
Eia kekahi, ua haʻi ka mea hoʻohana i ka lehulehu ua hiki i ka 5G optical module i ka manawa node o ka pānaʻi pāʻoihana. Wahi a nā hōʻike, ua hōʻike ʻo Jin Xinnuo uea a me ka optical network product management team general manager Fu Wei ua hoʻomaka ka mea hoʻokele i kahi helu o nā bidding lehulehu, ʻo ka nui o ka nui o kēlā me kēia ʻumi miliona o yuan, nui; i manaʻo ʻia e hoʻonui hou ʻia ka pālākiō kūʻai o ka makahiki aʻe.
Huatai Securities kuhikuhi mai e like me ka correlation ma waena o optical module upgrade a mehoʻololichip upgrade, 400G ua manaoia e hookomo i ka pāʻoihana pālākiō ma 2020. E like me ka LightCounting 'ikepili, e like me ka 100G manawa analogy, ua manaoia e 2020, 400G i manaoia e hookomo i ka pāʻoihana pālākiō.