Ndi kuperekedwa kovomerezeka kwa ziphaso za 5G ndi Unduna wa Zamakampani ndi Upangiri Waukadaulo, msika wolumikizana ndi kuwala wakopa chidwi kwambiri pamsika. Pa chiwonetsero cha 21st China International Optoelectronic Exposition (CIOE 2019), makampani 2,000 optoelectronic adatenga nawo gawo pachiwonetserochi, kuyang'ana kwambiri zinthu zambiri za optoelectronic ndi zinthu zina zotentha ndi matekinoloje. Panthawi imodzimodziyo, malingaliro okhudzana nawo adatsegulidwa, kuyambira pa September 9th, ZTE, Cambridge Technology ndi mafakitale ena ali ndi malire a tsiku ndi tsiku.
Securities Times·e mtolankhani adafunsana ndi owonetsa makampani angapo omwe adatchulidwa adapeza kuti 400G ndi ma module ena owoneka bwino kwambiri alowa pang'onopang'ono mumpikisano wopanga misala kuchokera ku mpikisano wosavuta wotulutsa mankhwala, opanga zazikulu adathamangira kuthamangira, akuyembekeza zamakampani. kuchira azimuth mu theka lachiwiri ndi chaka chamawa M'kupita kwa nthawi, makampani zoweta sangaletse reshuffle; Mosiyana ndi izi, mpikisano pamsika wa optical fiber udakali wodzaza, ndipo opanga oyenerera adzayika masomphenya awo pamsika wa data center.
400G Optical module mpikisano wozungulira
Pachiwonetsero, Securities Times·e mtolankhani adawona kuti Cambridge Technology inawonetsa 400G QSFP56-DD mankhwala optical module ndi zithunzi zofanana ndi maso, ndipo 200G FR optical modules adawonetsedwanso. Huang Gang, wapampando wa kampaniyo, adauza atolankhani kuti zinthu za 400G za kampaniyo zagulitsidwa ndipo zaperekedwa ku mayesero ang'onoang'ono ndi makasitomala aku North America.
Iyenera kukhala imodzi mwamakampani omwe akuchulukirachulukira pamsika, omwe ali ndi mtengo wotsika, kugwiritsa ntchito mphamvu zochepa komanso kuchepa kwachangu. zapaderazi.
"400G idatulutsidwa chaka chapitacho!" Ogwira ntchito ku Cambridge Tech adauza atolankhani kuti yatsala pang'ono kuyamba kupanga anthu ambiri. Kampaniyo idawonetsanso zinthu zingapo zamtundu wa Optical module monga 5G kutumiza / kubwereranso.
Malinga ndi malipoti, maukonde opanda zingwe a 5G amayenera kugwiritsa ntchito ma module a 10G ndi 25G okhala ndi mtunda wapamtunda wa 300 metres, 10 kilomita, 20 makilomita ndi 40 makilomita. Panthawi imodzimodziyo, kugwiritsa ntchito bidirectional BIDI ndi wavelength division multiplexing teknoloji kuti athetse njira yogwiritsira ntchito Zosakwanira za fiber.
Malinga ndi lipoti la C114 media media, Guangxun Technology idachita msonkhano wotsatsa panthawi yachiwonetsero, ndipo ma module okhudzana ndi 400G pamsika wa data center adagwiritsidwa ntchito makamaka pakumanga kwa data center. Zikuyembekezeka kuti mu 2020, masikelo azamalonda apangidwa m'malo opangira deta.
Zhongji Xuchuang adawonetsanso ndikuwonetsa zinthu zina. Malingana ndi chiyambi, kupanga kwakukulu kwa 400G optical module product is in normal progress.Bizinesi ya data center makamaka kwa makasitomala akunja monga North America.Pa nthawi yomweyo, imapanganso masanjidwe mu 5G pre-transmission, transmission pakati ndi kubwerera.
Kukonzekera kwakukulu kwa module ya 5G yowunikira kutsogolo
Kuchulukitsa kwa gawo la optical module kumasinthidwanso mwachangu.
Pachiwonetserochi, China Information and Communication Research Institute yogwirizana ndi Terai Lab, Tencent, Huawei, Xinhua III, Hisense Broadband, Guangxun Technology, Sumitomo Electric, Lixun Precision, Shanyi Electric ndi mabungwe ena a 9, makasitomala ndi opanga Anakhazikitsa 800G. plugable MSA Working Group kuti ipititse patsogolo chitukuko cha mafakitale a 800G pluggable Optical modules.
Dr. Vladimir Kozlov, yemwe anayambitsa ndi Mtsogoleri wamkulu wa LightCounting, kampani yodziwika bwino yofufuza za msika m'munda wa optical, akuneneratu kuti ogwiritsira ntchito mtambo wa data center ayenera kuyika ma modules a 800G optical kuti apitirize kukula kwa deta mu 2023-2024. Ambiri a 800G adzakhala ma modules otsekemera.
Kuonjezera apo, m'munda wa 5G pre-light transmission module, Mingpu Opto-Magnet adawonetsa kampani ya 5G pre-transmission, data center ndi FTTH mndandanda wazinthu ndi njira zothetsera malonda a 5G. Malingana ndi malipoti, kampaniyo inakhala kwa miyezi 9. kafukufuku ndi chitukuko, woyamba kukhala osiyanasiyana 25G amodzi-stop mwachindunji ogulitsa migodi, mankhwala kampani akhoza kuthandiza makasitomala kukwaniritsa 100% -200% kuwonjezeka CHIKWANGWANI-mawonekedwe magwiritsidwe ntchito mlingo wa chandamale 5G patsogolo kufala maukonde.
Pachiwonetserochi, Jin Xinnuo adawonetsa gawo la 25G lotsika mtengo lowoneka bwino la 5G prequel. Malinga ndi malipoti, mankhwalawa ndi oyamba mumakampani ndipo amatsegula nthawi yanzeru ya 5G prequel.
Wapampando wa Bungwe la Atsogoleri a Huang Xinnuo, Huang Changhua, mlendo wa Securities Times ndi kufufuza kwa e-mawonekedwe a 5G, adanena kuti kampaniyo ndi ogwira ntchito apakhomo ndi akunja, ogulitsa zida ndi ogulitsa antenna adayambitsa Design In mode, patsogolo. -kuyang'ana zida zatsopano zamakina ndi zida za 5G. Amapereka mitundu yonse ya zinthu zovuta zolumikizira ma siginecha apamwamba komanso ntchito zofananirako monga kutumiza kwa RF, kutsika kwapang'onopang'ono, kuwulutsa kwa kuwala, kuthamanga kwambiri, kutumizira mphamvu, PCB ndi ma module a chip.
Ogwira ntchito a SDF adanena kuti mafakitale amakono a fiber akadali mu nthawi "yobiriwira ndi yachikasu" kuchokera ku 4G mpaka 5G. Kampaniyo idzakula motsatira ndondomeko ya mafakitale ndipo idzachita 5G prequel, yomwe ndi yovuta kudutsa ndi kubwerera. Misika ya 25G ndi 100G, 400G ikuyembekezeka kuyambanso chaka chamawa.
Msika wa Optical module udzayambitsa kusuntha
Malinga ndi data ya LightCounting, msika wapadziko lonse lapansi wa Optical module udzafika madola 16 biliyoni a US mu 2024, ndipo gawo la msika wa Ethernet optical module lidzawonjezeka kuchokera ku 45% mu 2016 mpaka 64% mu 2024. Ndi malonda a 5G, gawo la pre-transmission module adzakhala pamlingo waukulu; mumsika wa data center, 100G Optical module ili ndi gawo lalikulu la msika, ndipo 400G inayamba kuwonjezeka mu 2019.
Mawonekedwe amsikawa akopanso anthu ambiri. Pa nthawi yomweyi ya chiwonetserochi, akatswiriwo akuti pali pafupifupi 300-400 ogulitsa ma module opangidwa m'nyumba, ndipo mpikisano ndi woopsa kwambiri. Mtolankhaniyo adanenanso kuti makampani akuluakulu a optical fiber monga Changfei Optical Fiber Co., Ltd. Pa nthawi yomweyo, kuwala kulankhulana mankhwala. Mtengo watsika kwambiri.
Huatai Securities adanenanso kuti kufunikira kwa ma modules a 100G digito kuwala ndi kolimba kuyambira 2017 mpaka 2018, koma chifukwa cha kukhazikitsidwa kwa matekinoloje atsopano ndi kuchotseratu makasitomala otsika, mtengo wa chiwerengero chonse cha ma modules odutsa kuwala watsika kwambiri. LightCounting inasonyeza kuti mtengo wamtengo wapatali wa ma modules odutsa digito watsika kuchokera ku 6 + USD / Gbps mu 2016 mpaka US $ 3 / Gbps mu 2018. za zinthu zokhazikika zidzatsika pang'ono mu 2024. Pamwamba pa mlingo wa $ 1/Gbps.
Malinga ndi ziwerengero za Wind, kuchuluka kwa phindu lapakati pamakampani omwe adatchulidwa mu theka loyamba la chaka chino kudatsika ndi 2% poyerekeza ndi nthawi yomweyi ya chaka chatha.
Owonetsa ena adauzanso atolankhani kuti zomangamanga za 5G zabweretsanso mpikisano wowopsa mumakampani opanga ma module, ndipo zikuyembekezeredwa kuti padzakhala kukonzanso mtsogolo. Komabe, njira yaukadaulo yopangira zimphona zakumayiko akunja kukweza zinthu zawo zam'badwo wotsatira sizinagwirizane. Mwachitsanzo, Amazon imakonda mankhwala a 400G omwe ali ndi chiwerengero chapamwamba, ndipo Facebook imapanga 100G yatsopano.kusinthansalu, zomwe zimatsindika kwambiri kukhazikika kwa maukonde.
Kumbali ina, akhudzidwa ndi mikangano yamalonda ya Sino-US ndi kugwa kwachuma kwachuma, zimphona zapa data zakunja zachepetsa kufunitsitsa kwawo kugula chaka chatha, ndipo zolinga zawo zosinthira zida zatsika. Kusintha kwaukadaulo kudzatenga nthawi, koma liwiro la msika la kudula ma module a 400G optical lidzakhala lofulumira kuposa 100G.
400G ikuyembekezeka kuyambitsa bizinesi
Owonetsa akadali ndi chidaliro pakubwezeretsa msika. Lipoti la kusanthula kwa Tianfeng Securities linanena kuti ndi kukhazikika ndi kubwezeretsanso ndalama zogwiritsira ntchito ndalama zogulitsira malonda a cloud computing, unyolo wonse wa mafakitale kuchokera ku malo opangira deta, zipangizo zamakono kupita ku ma modules othamanga kwambiri zidzakwezedwa.
Kuphatikiza apo, dzikoli likulimbikitsanso kwambiri chitukuko cha makampani akuluakulu a deta. Pa Seputembala 4, Unduna wa Zamakampani ndi Upangiri Wachidziwitso udatulutsa“Malingaliro Otsogola pa Kukula kwa Data Yambiri Yamafakitale (Kukonzekera Ndemanga)”, ndipo akufuna kumanga National Industrial Internet Big Data Center pofika chaka cha 2025, kukulitsa opereka mayankho a data apamwamba padziko lonse lapansi, ndikupanga mayiko.Zolinga zenizeni monga ziwonetsero zatsopano zamakampani opanga mafakitale.
Makampani ambiri omwe adatchulidwa adawonetsanso kuti madongosolo ayambiranso gawo lachiwiri la chaka chino, akuyembekeza kukula kwa msika mu theka lachiwiri ndi chaka chomwe chikubwera. Zhongji Xu Chuang adati kuyambira kotala yachiwiri, chifukwa cha kufunikira kwamakasitomala ena ofunikira 100G ndi zinthu zina zidayamba kunyamula, kutumiza kwa 400G kudayamba kuchulukira pang'onopang'ono, ndipo zida za 5G zoyambira zidayamba kuperekedwa m'magulu. Ndalama zomwe kampaniyo idagulitsa komanso phindu lonse zidayerekezedwa. Gawo loyamba la mphete lakhala likuyenda bwino.
Huang Xinhua, wapampando wa Jinxinnuo, ananenanso kuti ntchito mu theka loyamba la chaka chino sizinali zogwira mtima, ndipo phindu la ndalama zonse ziwirizi linachepa. Pakusintha kogula kwa makasitomala apadera, pali mwayi wina wopanga madongosolo mu theka lachiwiri la chaka. Panthawi imodzimodziyo, kampaniyo ikukonzekeranso zomera zopangira mankhwala ku Thailand. , kutumikira bwino makasitomala akunja.
Kuonjezera apo, wogwiritsa ntchitoyo adanena pagulu kuti 5G Optical module yafika pa nthawi yamalonda. Malinga ndi malipoti, Jin Xinnuo opanda zingwe ndi kuwala maukonde mankhwala kasamalidwe gulu mkulu Fu Wei anasonyeza kuti woyendetsa anapezerapo angapo kuyitanitsa angapo, kukula avareji aliyense makumi mamiliyoni a yuan, ndithu; zomwe zikuyembekezeredwa chaka chamawa zogula zinthu zidzakhalanso kukulitsa.
Huatai Securities adanenanso kuti malinga ndi kulumikizana pakati pa kukweza kwa module ya Optical ndikusinthaKukweza kwa chip, 400G ikuyembekezeka kuyambitsa malonda mu 2020. Malinga ndi data ya LightCounting, malinga ndi fanizo la nthawi ya 100G, zikuyembekezeka kuti pofika 2020, 400G ikuyembekezeka kuyambitsa malonda.