Nrog rau kev tshaj tawm cov ntawv tso cai 5G los ntawm Ministry of Industry thiab Information Technology, kev lag luam kev sib txuas lus kho qhov muag tau txais kev nyiam los ntawm kev ua lag luam. Ntawm 21st Tuam Tshoj International Optoelectronic Exposition (CIOE 2019), 2,000 optoelectronic tuam txhab uas muag koom nyob rau hauv lub exhibition, tsom rau ntau optoelectronic cov khoom thiab muaj feem xyuam rau cov khoom kub thiab technologies. Nyob rau tib lub sijhawm, cov tswv yim hais txog cov khoom lag luam tau qhib, txij li lub Cuaj Hlis 9th, ZTE, Cambridge Technology thiab lwm yam kev lag luam muaj kev txwv txhua hnub.
Securities Times·e tus neeg sau xov xwm tau xam phaj ntau lub tuam txhab cov tuam txhab pov thawj pom tias 400G thiab lwm cov khoom siv kho qhov muag tau maj mam nce mus rau theem kev sib tw ntau lawm los ntawm cov khoom tshiab tso tawm kev sib tw yooj yim, cov tuam txhab loj tau maj nrawm, zoo siab txog kev lag luam. rov qab sib txawv nyob rau hauv lub thib ob ib nrab thiab xyoo tom ntej Nyob rau hauv lub tom ntej no lub sij hawm, lub domestic kev lag luam yuav tsis txiav txim tawm lub reshuffle; Nyob rau hauv sib piv, kev sib tw nyob rau hauv lub optical fiber lag luam yog tseem saturated, thiab cov tuam txhab uas muag yuav muab lawv lub zeem muag rau hauv cov ntaub ntawv chaw lag luam.
400G optical module txhua qhov kev sib tw
Ntawm qhov kev nthuav qhia, Securities Times·e tus neeg sau xov xwm pom tias Cambridge Technology tau pom 400G QSFP56-DD optical module cov khoom lag luam thiab cov duab kos duab sib xws, thiab 200G FR optical modules kuj tau tso tawm. Huang Gang, tus thawj coj ntawm lub tuam txhab, tau hais rau cov neeg sau xov xwm tias lub tuam txhab 400G cov khoom lag luam tau ua lag luam thiab tau xa mus rau cov kev sim me me los ntawm North American cov neeg siv khoom.
Nws yuav tsum yog ib lub tuam txhab loj tshaj plaws hauv kev lag luam, nrog tus nqi qis, kev siv hluav taws xob tsawg thiab qis latency. tshwj xeeb.
"Cov khoom 400G tau tso tawm ib xyoos dhau los!" Cov neeg ua haujlwm hauv Cambridge Tech tau hais rau cov neeg sau xov xwm tias nws tab tom yuav nkag mus rau ntau lawm. Lub tuam txhab kuj tau nthuav tawm cov khoom lag luam kho qhov muag xws li 5G rau pem hauv ntej / xa rov qab.
Raws li cov lus ceeb toom, 5G wireless tes hauj lwm yuav tsum siv 10G thiab 25G optical modules nrog kev sib kis ntawm 300 meters, 10 kilometers, 20 kilometers thiab 40 kilometers. Nyob rau tib lub sijhawm, kev siv bidirectional BIDI thiab wavelength division multiplexing thev naus laus zis los daws cov txheej txheem siv cov khoom siv fiber ntau tsis txaus.
Raws li kev lag luam xov xwm C114 daim ntawv tshaj tawm, Guangxun Technology tau tuav lub rooj sib tham txhawb nqa thaum lub sijhawm nthuav tawm, thiab 400G cov qauv cuam tshuam rau cov ntaub ntawv chaw lag luam feem ntau yog siv rau tiam tom ntej data center architecture. Nws cia siab tias xyoo 2020, kev lag luam nplai yuav tsim nyob rau hauv cov ntaub ntawv hauv tsev.
Zhongji Xuchuang kuj tau nthuav tawm thiab nthuav tawm qee yam khoom. Raws li cov lus qhia, kev tsim khoom loj ntawm 400G optical module cov khoom lag luam yog nyob rau hauv ib txwm muaj kev vam meej.Cov ntaub ntawv chaw ua lag luam feem ntau yog rau cov neeg siv khoom txawv teb chaws xws li North America.Tam sim no, nws kuj ua layouts hauv 5G ua ntej kis tau tus mob, nruab nrab kis tau tus mob thiab rov qab.
Dav layout ntawm 5G pem hauv ntej lub teeb kis tau tus mob module
Qhov kis tus nqi ntawm optical module teb kuj tau hloov kho sai heev.
Ntawm qhov kev nthuav qhia no, Tuam Tshoj Cov Ntaub Ntawv Tshawb Fawb thiab Kev Sib Txuas Lus koom nrog Terai Lab, Tencent, Huawei, Xinhua III, Hisense Broadband, Guangxun Technology, Sumitomo Electric, Lixun Precision, Shanyi Electric thiab lwm yam 9 lub koom haum kev lag luam, cov neeg siv khoom thiab cov chaw tsim khoom tsim 800G Pluggable MSA Ua Haujlwm Pab Pawg los txhawb kev txhim kho kev lag luam tshwj xeeb rau 800G pluggable optical modules.
Dr. Vladimir Kozlov, tus tsim thiab CEO ntawm LightCounting, lub tuam txhab tshawb fawb kev lag luam paub zoo hauv thaj chaw kho qhov muag, kwv yees tias huab cov ntaub ntawv chaw ua haujlwm yuav tsum xa 800G optical modules txhawm rau khaws cov ntaub ntawv kev loj hlob hauv 2023-2024. Feem ntau 800G yuav yog pluggable modules.
Tsis tas li ntawd, nyob rau hauv lub tshav pob ntawm 5G pre-lub teeb kis tau tus mob module, Mingpu Opto-Magnet tau nthuav tawm lub tuam txhab 5G ua ntej kis tau tus mob, cov ntaub ntawv chaw thiab FTTH series ntawm cov khoom thiab cov kev daws teeb meem rau 5G coj mus muag ntau yam.Raws li cov lus ceeb toom, lub tuam txhab kav rau 9 lub hlis. ntawm kev tshawb fawb thiab kev loj hlob, thawj zaug los ua ib tug tag nrho ntawm 25G ib-nres ncaj qha mining lwm tus neeg, lub tuam txhab cov khoom yuav pab tau cov neeg muas zaub kom ua tau zoo 100% -200% nce nyob rau hauv fiber-optic kev pab cuam tus nqi ntawm lub hom phiaj 5G rau pem hauv ntej kis tau tus mob network.
Ntawm qhov kev ncaj ncees no, Jin Xinnuo tau nthuav tawm 25G tus nqi qis tunable xim lub teeb module rau 5G prequel. Raws li cov lus ceeb toom, cov khoom no yog thawj zaug hauv kev lag luam thiab qhib lub sijhawm ntse ntawm 5G prequel.
Thawj Tswj Hwm ntawm Pawg Thawj Coj ntawm Huang Xinnuo, Huang Changhua, qhua ntawm Securities Times thiab e-kev soj ntsuam ntawm 5G layout, tau hais tias lub tuam txhab thiab cov neeg ua haujlwm sab saum toj hauv tsev thiab txawv teb chaws, cov khoom siv thiab cov neeg muag khoom kav hlau txais xov pib tsim qauv hauv hom, rau pem hauv ntej. -Saib cov cuab yeej tshiab rau 5G tshuab thiab khoom siv. Nws muab tag nrho cov kev ua tau zoo ntawm cov teeb liab kev sib txuas cov khoom lag luam thiab cov kev pabcuam customized xws li RF kis tau tus mob, tsawg zaus kis tau tus mob, optical kis tau tus mob, high-speed kis tau tus mob, fais fab kis, PCB thiab nti modules.
Cov neeg ua haujlwm SDF tau hais tias kev lag luam fiber ntau tam sim no tseem nyob rau lub sijhawm "ntsuab thiab daj" los ntawm 4G mus rau 5G.Lub tuam txhab yuav nthuav dav raws li kev lag luam saw thiab yuav ua 5G prequel, uas yog qhov nyuaj heev kom dhau thiab dhau mus. 25G thiab 100G kev lag luam, 400G xav tias yuav pib dua xyoo tom ntej.
Kev lag luam kho qhov muag module yuav ua rau kev sib tsoo
Raws li LightCounting cov ntaub ntawv, lub ntiaj teb no optical module lag luam yuav ncav cuag 16 billion US dollars nyob rau hauv 2024, thiab qhov feem ntawm Ethernet optical module lag luam yuav nce los ntawm 45% nyob rau hauv 2016 mus rau 64% nyob rau hauv 2024. Nrog rau 5G lag luam, lub pre-transmission module. yuav nyob rau ntawm qhov loj; nyob rau hauv cov ntaub ntawv chaw lag luam, 100G optical module muaj qhov loj tshaj plaws kev lag luam sib koom, thiab 400G pib nce nyob rau hauv 2019.
Qhov kev xav ntawm kev lag luam no kuj tau nyiam ntau tus neeg tuaj koom. Nyob rau tib lub sij hawm lub rooj sib tham ntawm lub exhibition, cov kws txawj kwv yees hais tias muaj txog 300-400 domestic optical module lwm tus neeg, thiab kev sib tw yog tshwj xeeb tshaj yog nruj. Tus neeg sau xov xwm tau sau tseg tias cov tuam txhab kho qhov muag tseem ceeb xws li Changfei Optical Fiber Co., Ltd. kuj tau teeb tsa hauv qhov chaw cov ntaub ntawv thiab nteg tawm lub khw muag khoom kho qhov muag. Tib lub sijhawm, cov khoom siv sib txuas lus kho qhov muag. Tus nqi tau poob qis heev.
Huatai Kev Ruaj Ntseg tau taw qhia tias qhov kev thov rau 100G digital lub teeb modules muaj zog los ntawm 2017 txog 2018, tab sis vim muaj kev qhia txog cov thev naus laus zis tshiab thiab kev destocking ntawm cov neeg siv khoom qis, tus nqi ntawm tag nrho cov teeb pom kev zoo tau poob ntau dua. LightCounting tau taw qhia tias tus qauv nruab nrab tus nqi ntawm digital pass-through modules tau nqis los ntawm 6+ USD / Gbps hauv 2016 rau US $ 3 / Gbps hauv 2018. Nws xav tias tus nqi poob qis yuav qeeb hauv 2020-2024, thiab tus nqi ntawm cov khoom tsim qauv yuav poob me ntsis hauv 2024. Tshaj li qib ntawm $ 1 / Gbps.
Raws li cua txheeb cais, qhov nruab nrab ntawm kev loj hlob ntawm cov nyiaj tau los ntawm cov tuam txhab teev npe hauv thawj ib nrab ntawm lub xyoo no tau txo qis li ntawm 2% piv rau tib lub sijhawm ntawm xyoo tas los.
Qee tus neeg tuaj koom tau hais ntxiv rau cov neeg sau xov xwm tias 5G kev tsim kho kuj tau coj kev sib tw hnyav hauv kev lag luam kho qhov muag, thiab nws cia siab tias yuav muaj kev hloov pauv yav tom ntej. Txawm li cas los xij, txoj hauv kev rau cov neeg loj tuaj txawv teb chaws los txhim kho lawv cov khoom lag luam tom ntej tsis tau koom ua ke. Piv txwv li, Amazon nyiam 400G cov khoom lag luam nrog kev hloov pauv ntau dua, thiab Facebook tsim lub siab tshiab 100G.hloovntaub, uas muab ntau qhov tseem ceeb ntawm network stability.
Ntawm qhov tod tes, cuam tshuam los ntawm Sino-US kev lag luam tsis sib haum xeeb thiab kev lag luam kev lag luam poob qis, cov ntaub ntawv chaw nyob txawv teb chaws tau txo lawv qhov kev txaus siab yuav khoom xyoo tas los, thiab lawv cov kev xav hloov kho kho vajtse tau poob qis. Kev hloov thev naus laus zis yuav siv sijhawm qee lub sijhawm, tab sis kev lag luam nrawm ntawm kev txiav rau hauv 400G optical modules yuav nrawm dua 100G.
400G yuav tsum tau coj mus rau hauv kev lag luam nplai
Exhibitors tseem muaj kev ntseeg siab ntawm kev ua lag luam rov qab. Tianfeng Securities tsom xam qhia tau hais tias nrog kev ruaj khov thiab rov qab los ntawm huab xam cov neeg muag khoom cov peev txheej, tag nrho cov saw hlau lag luam los ntawm cov chaw zov me nyuam, cov khoom siv network mus rau qhov kub ceev optical modules yuav raug txhawb.
Tsis tas li ntawd, lub teb chaws tseem nquag txhawb txoj kev loj hlob ntawm kev lag luam cov ntaub ntawv loj. Thaum lub Cuaj Hlis 4th, Ministry of Industry thiab Information Technology tau tshaj tawm“Cov Lus Qhia Txog Kev Txhim Kho Cov Ntaub Ntawv Loj Loj (Draft for Comment)”, thiab tau npaj los tsim National Industrial Internet Big Data Center los ntawm 2025, cog qoob loo thoob ntiaj teb qib siab tshaj plaws kev lag luam loj cov ntaub ntawv daws teeb meem, thiab tsim lub teb chaws.Cov hom phiaj tshwj xeeb xws li kev lag luam tshiab kev lag luam ua qauv qhia hauv paus.
Ntau lub tuam txhab teev npe kuj tau qhia tias kev txiav txim yuav rov pib dua nyob rau lub quarter thib ob ntawm lub xyoo no, kev cia siab txog kev lag luam loj hlob nyob rau ib nrab xyoo thiab xyoo tom ntej. Zhongji Xu Chuang tau hais tias txij li lub quarter thib ob, ua tsaug rau qee cov neeg siv khoom tseem ceeb 'kev thov rau 100G thiab lwm yam khoom lag luam pib tuaj tos, 400G cov khoom xa tuaj pib nce zuj zus, thiab 5G prequel cov khoom pib xa tawm hauv batch. Lub tuam txhab cov nyiaj tau los ntawm kev muag khoom thiab cov nyiaj tau los tau muab piv. Thawj peb lub hlis twg ntawm lub nplhaib tau txhim kho tsis tu ncua.
Huang Xinhua, tus thawj coj ntawm Jinxinnuo, kuj tau hais tias qhov kev ua tau zoo hauv thawj ib nrab ntawm lub xyoo no tsis txaus siab, thiab cov nyiaj tau los ntawm ob qho nyiaj tau los poob qis. Rau kev yuav khoom hloov kho ntawm cov neeg siv khoom tshwj xeeb, tseem muaj qee lub sijhawm los ua kom tau raws li qhov kev txiav txim hauv ib nrab xyoo. Nyob rau tib lub sijhawm, lub tuam txhab tseem tab tom npaj cov nroj tsuag tshuaj hauv zos hauv Thaib teb. , zoo dua pab cov neeg siv khoom txawv teb chaws.
Tsis tas li ntawd, tus neeg teb xov tooj tau hais rau pej xeem tias 5G optical module tau mus txog lub sijhawm ntawm kev lag luam nplai. Raws li cov lus ceeb toom, Jin Xinnuo wireless thiab kho qhov muag network khoom tswj pab pawg thawj coj saib xyuas Fu Wei tau qhia tias tus neeg teb xov tooj tau tshaj tawm ntau qhov kev sib tw, qhov nruab nrab qhov loj ntawm txhua kaum tawm lab yuan, ntau heev; cia siab tias xyoo tom ntej qhov kev yuav khoom scale yuav muaj ntxiv amplification.
Huatai Securities tau taw qhia tias raws li kev sib raug zoo ntawm kev kho qhov muag module thiabhloovnti hloov tshiab, 400G yuav tsum mus rau hauv kev lag luam nplai hauv 2020. Raws li LightCounting cov ntaub ntawv, raws li 100G lub sij hawm sib piv, nws xav tias los ntawm 2020, 400G yuav tsum tau mus rau hauv kev lag luam nplai.