Yakwana nthawi yoti tiyembekezere kutukuka kwa msika mchaka chatsopano. Pambuyo pofalitsa nkhawa za gawo lotsatira la msika kangapo, positi yaposachedwa ndi kampani yofufuza za msika LightCounting inatembenuza kale, kusonyeza kuti zinthu zina zoipa m'mbuyomo zayamba kusintha, ndipo zinapereka kuwala. Zifukwa zisanu ndi zitatu opanga zida ali ndi chiyembekezo pamsika chaka chamawa.
Choyamba, kuyambira kotala lachitatu la chaka chino, ndalama zogulira malo apamwamba kwambiri zayamba kuchira ndipo zatsala pang'ono kulowa mumzere watsopano wokulirapo. Kampani ina yofufuza zamsika, lipoti laposachedwa la Q3 la Dell Oro, lidazindikira kuti opereka chithandizo chachikulu chamtambo adawononga $ 17.9 biliyoni m'malo opangira ma data kotala ino, kuwonjezeka kwa 14% pachaka. Malo atsopano a data ndi kukweza kwa seva kudzayendetsa kuwonjezeka kwa ndalama za data center chaka chamawa;
Chachiwiri, kugulitsa kwa opanga zida za datacom kwayamba kukhazikika ndipo akuyembekezeka kukwaniritsa kukula bwino. Malonda a H3C ndi Inspur m'gawo lachitatu adakwera ndi 39% ndi 23%, motsatira;
Chachitatu, kugulitsa kwamakampani opanga zida zonse kudzafika pamlingo wapamwamba kwambiri mgawo lachinayi. Kugulitsa kwa makampani opanga makina opangira magetsi m'miyezi isanu ndi umodzi yapitayi kunakula ndi 13% pachaka, ndipo akuyembekezeka kuwonjezeka ndi 19% chaka chamawa;
Chachinayi, kutumizidwa kwa 5G kuyambira gawo lachitatu la chaka chino kudzalimbikitsa kufunikira kwa ma module a 10G, 25G imvi ndi IP. LightCounting ikuneneratu kuti malonda opanda zingwe a bizinesi optical module mu 2019 adzawirikiza kawiri chaka ndi chaka, ndipo kukula kwapakati pachaka m'zaka 5 zikubwerazi kudzafika 20%;
Chachisanu, malonda a DWDM optical modules mu theka lachiwiri la 2019 akuyembekezeka kuwonjezeka ndi 11% pachaka ndi 7% chaka chonse. DCI ndi mwayi wogwiritsa ntchito maukonde ndizomwe zimayendetsa. Zakale zimafuna makamaka ma module ophatikizika owoneka bwino ndipo omaliza ndi ma module a 10G;
Chachisanu ndi chimodzi, choyimiridwa ndi kutumizidwa kwa 64Gbps Fiber Channel ndi 10G PON, ogwiritsira ntchito maukonde ayamba kugwiritsa ntchito zipangizo zothamanga kwambiri, zomwe zimapatsanso opanga zipangizo zamagetsi mwayi wapamwamba wogulitsa;
Chachisanu ndi chiwiri, zosowa zosiyanasiyana zolumikizirana zimabweretsa mwayi watsopano. Mu theka lachiwiri la chaka chino, malonda a optical interconnection mankhwala adakula ndi 14% pachaka, ndipo kukula kwa zaka zisanu zikubwerazi kudzafika pafupifupi 27%. Kuphatikiza pa mapulogalamu a data center, computing high-performance, corerautakulumikizidwa, ngakhalenso zankhondo, ntchito zamafakitale zimaphatikizidwanso. Malinga ndi lipoti la AOC ndi Embedded Optical Module EOM lomwe pambuyo pake linatulutsidwa ndi LightCounting, kukhazikitsidwa kwa teknoloji yatsopano ya 400G kudzayendetsa msika wa AOC kuti uchuluke ndi 20% kapena kuposa mu 2023 poyerekeza ndi 2018, koma chiwerengerocho chidzachepa ndi 43%, makamaka. chifukwa cha deta yaku China Zotsatira za kuchepetsa kufunikira kwa 1xN AOCs ndi ogwira ntchito apakati;
Chachisanu ndi chitatu, kuwonjezeka kwa ma sensing application kwabweretsa kufunikira kowonjezereka kwa zida zamagetsi, kuphatikiza mafoni a m'manja a 3D sensing, lidar, AR / VR, ndi zina;
Pankhani ya kafukufuku wamsika wa optical communications, lipoti la LightCounting ndi lanthawi yake komanso losasinthika. Kuchokera ku ma megatrends ndi zina, tili ndi chifukwa chokhulupirira kuti zifukwa zisanu ndi zitatuzi zomwe adapereka positiyi, koma zinthu zina zoyipa m'malo akuluakulu sizinachotsedwe. Ntchito za 5G sizikudziwikabe, ndipo kusungabe kusamala kumafunikabe.