Gutanga ku mugaragaro impushya za 5G na Minisiteri y’inganda n’ikoranabuhanga mu itumanaho, isoko ry’itumanaho rya optique ryashimishije cyane isoko. Mu imurikagurisha mpuzamahanga rya 21 ry’Ubushinwa (CIOE 2019), amasosiyete 2000 ya optoelectronic yitabiriye imurikagurisha, yibanda ku bicuruzwa byinshi bya optoelectronic n’ibicuruzwa bishyushye n’ikoranabuhanga bijyanye. Muri icyo gihe, ububiko bujyanye n’ibitekerezo bwarafunguwe, guhera ku ya 9 Nzeri, ZTE, Ikoranabuhanga rya Cambridge n’izindi nganda zifite imipaka ya buri munsi.
Umunyamakuru wa Securities Times · e yabajije abatari bake berekana imurikagurisha ryerekanye ko 400G hamwe nandi masomo menshi ya optique ya optique yagiye buhoro buhoro yinjira mu cyiciro cy’amarushanwa y’umusaruro rusange kuva mu marushanwa yoroshye yo gusohora ibicuruzwa, inganda zikomeye zihutiye kwihuta, zifite icyizere ku nganda inzira yo gukira mugice cya kabiri numwaka utaha Mugihe cyakurikiyeho, inganda zo murugo ntizizongera kuvugurura; muburyo bunyuranye, amarushanwa kumasoko ya fibre optique aracyuzuye, kandi ababikora bireba bazashyira icyerekezo cyabo mumasoko yikigo.
400G optique module yose irushanwa
Muri iryo murika, umunyamakuru wa Securities Times · e yabonye ko Ikoranabuhanga rya Cambridge ryerekanye 400G QSFP56-DD ibicuruzwa bya module optique hamwe n’ibishushanyo mbonera by’amaso, kandi na 200G FR optique nayo yerekanwe. Umuyobozi w'uru ruganda, Huang Gang, yatangarije abanyamakuru ko ibicuruzwa 400G by'isosiyete byacurujwe mu bucuruzi kandi ko byagejejwe ku bigeragezo bito n'abakiriya bo muri Amerika y'Amajyaruguru.
Igomba kuba imwe mu masosiyete akura vuba mu nganda, hamwe nigiciro gito, gukoresha ingufu nke nubukererwe buke. umwihariko.
“Ibicuruzwa 400G byasohotse umwaka ushize!” Abakozi bo mu murima wa Cambridge Tech babwiye abanyamakuru ko bigiye kwinjira mu musaruro rusange. Isosiyete kandi yerekanye urukurikirane rwibicuruzwa bya optique nka 5G imbere / kohereza.
Nk’uko amakuru abitangaza, umuyoboro wa 5G utagomba gukoresha moderi ya optique ya 10G na 25G ufite intera ya metero 300, kilometero 10, kilometero 20 na kilometero 40. Mugihe kimwe, ikoreshwa rya BIDI byerekezo byombi hamwe nigice cyo kugabana umurongo wa tekinoroji kugirango ukemure inzira ifatika yo gukoresha ibikoresho bidahagije bya fibre.
Nk’uko raporo y’itangazamakuru ry’inganda C114 ibigaragaza, Ikoranabuhanga rya Guangxun ryakoze inama yo kuzamura mu imurikagurisha, kandi module 400G ijyanye n’isoko ry’amakuru yakoreshwaga ahanini mu iyubakwa ry’ibisekuruza bizaza. Biteganijwe ko muri 2020, hazashyirwaho igipimo cy’ubucuruzi mu bigo by’imbere mu gihugu.
Zhongji Xuchuang nawe yerekanye kandi yerekana ibicuruzwa bimwe. Nkuko byatangijwe, umusaruro mwinshi wibicuruzwa 400G optique ya module uratera imbere mubisanzwe. Ubucuruzi bwikigo cyamakuru bugenewe cyane cyane abakiriya bo mumahanga nka Amerika ya ruguru. Muri icyo gihe kandi, butanga imiterere muri 5G mbere yo kohereza, kohereza hagati na gusubira inyuma.
Imiterere yagutse ya 5G imbere yohereza urumuri
Igipimo cyo kohereza cya optique module yumurima nacyo kivugururwa byihuse.
Muri iri murika, Ikigo cy’ubushakashatsi mu itumanaho n’itumanaho mu Bushinwa gifatanije na Terai Lab, Tencent, Huawei, Xinhua III, Hisense Broadband, Ikoranabuhanga rya Guangxun, Sumitomo Electric, Lixun Precision, Shanyi Electric n’indi miryango 9 y’inganda, abakiriya n’abakora bishyiraho 800G Itsinda ryakazi rya MSA ryogutezimbere guteza imbere iterambere ryinganda za 800G zishobora gukoreshwa neza.
Dr. Vladimir Kozlov, washinze kandi akaba n'umuyobozi mukuru wa LightCounting, isosiyete izwi cyane mu bushakashatsi ku isoko mu bijyanye na optique, avuga ko abakora ikigo cy’ibicu bakeneye gukoresha moderi ya optique 800G kugira ngo bakomeze kwiyongera kw’imibare mu 2023-2024. Hafi ya 800G izaba ifite amashanyarazi.
Byongeye kandi, mubijyanye na moderi yohereza 5G mbere yumucyo, Mingpu Opto-Magnet yerekanye isosiyete ya 5G mbere yo kohereza, ikigo cyamakuru hamwe na FTTH yuruhererekane rwibicuruzwa nibisubizo byubucuruzi bwa 5G. Nkuko bigaragazwa na raporo, isosiyete yamaze amezi 9 yubushakashatsi niterambere, icya mbere kibaye urwego rwuzuye rwa 25G rutanga ibicuruzwa bitanga amabuye y'agaciro, ibicuruzwa byikigo birashobora gutuma abakiriya bagera ku 100% -200% byiyongera kumikoreshereze yumutungo wa fibre optique yumurongo wa 5G utera imbere.
Muri iri murikagurisha, Jin Xinnuo yerekanye moderi ya 25G ihendutse kandi ihinduranya urumuri rwamabara ya 5G prequel. Nk’uko amakuru abitangaza, iki gicuruzwa nicyo cyambere mu nganda kandi gifungura byimazeyo ibihe byubwenge bwa 5G prequel.
Umuyobozi w'Inama y'Ubuyobozi ya Huang Xinnuo, Huang Changhua, umushyitsi wa Securities Times hamwe na e-iperereza ku miterere ya 5G, yavuze ko iyi sosiyete ndetse n'abashoramari bakomeye bo mu gihugu ndetse no mu mahanga, abacuruza ibikoresho ndetse n'abacuruza antene batangije Igishushanyo mbonera, imbere -kureba ibikoresho bishya bya sisitemu nibikoresho bya 5G. Itanga urutonde rwuzuye rwibikorwa bihanitse byerekana ibimenyetso bihuza ibicuruzwa hamwe na serivisi zihuye nka radiyo ya RF, itumanaho rito, itumanaho ryiza, ihererekanyabubasha ryihuse, amashanyarazi, PCB na chip modules.
Abakozi ba SDF bavuze ko inganda za fibre ziriho zikiri mu gihe cy '"icyatsi n’umuhondo" kuva kuri 4G kugeza kuri 5G.Isosiyete izaguka ku murongo w’inganda kandi izakora prequel ya 5G, bikaba bigoye kuyinyuramo no kuyisubiza inyuma. Amasoko ya 25G na 100G, biteganijwe ko 400G izongera gutangira umwaka utaha.
Isoko rya optique isoko rizatangira guhindagurika
Nk’uko imibare ya LightCounting ibigaragaza, isoko rya optique ya module ku isi rizagera kuri miliyari 16 z'amadolari ya Amerika mu 2024, naho igipimo cy’isoko rya moderi ya Ethernet optique kizamuka kiva kuri 45% muri 2016 kigere kuri 64% muri 2024. Hamwe n’ubucuruzi bwa 5G, mbere yo kohereza bizaba ku nini nini; ku isoko rya data center, module 100G optique ifite umugabane munini ku isoko, kandi 400G yatangiye kwiyongera muri 2019.
Iyi myumvire yisoko nayo yakuruye abayitabiriye benshi. Muri icyo gihe kandi, ihuriro ry’imurikabikorwa, impuguke zagereranije ko hari abagera kuri 300-400 batanga ibikoresho byo mu rugo, kandi amarushanwa akaba akomeye. Umunyamakuru yavuze ko amasosiyete akomeye ya fibre optique nka Changfei Optical Fiber Co., Ltd. nayo yashyize ikirenge mu cya data kandi ishyiraho isoko rya optique. Mugihe kimwe, ibicuruzwa byitumanaho byiza. Igiciro cyaragabanutse cyane.
Huatai Securities yerekanye ko icyifuzo cya 100G modul yumucyo wa digitale gikomeye cyane kuva 2017 kugeza 2018, ariko kubera ko hashyizweho ikoranabuhanga rishya ndetse no gusenya abakiriya bo hasi, igiciro cyumubare wose w’amasomo atambuka cyaragabanutse cyane. LightCounting yerekanye ko igiciro gisanzwe cy’ibiciro byanyuze mu buryo bwa digitale cyamanutse kiva kuri 6+ USD / Gbps muri 2016 kigera kuri $ 3 / Gbps muri 2018. Biteganijwe ko igabanuka ry’ibiciro rizagabanuka muri 2020-2024, ndetse n’igiciro y'ibicuruzwa bisanzwe bizagabanuka gato muri 2024. Hejuru y'urwego rwa $ 1 / Gbps.
Nk’uko imibare y’umuyaga ibigaragaza, umuvuduko wo hagati w’inyungu zunguka n’amasosiyete yashyizwe ku rutonde mu gice cya mbere cy’uyu mwaka wagabanutseho hafi 2% ugereranije n’igihe kimwe cy’umwaka ushize.
Bamwe mu bamurika imurikagurisha bakomeje kubwira abanyamakuru ko kubaka 5G nabyo byazanye amarushanwa akaze mu nganda za optique, kandi bikaba biteganijwe ko mu gihe kiri imbere hazabaho ivugurura. Nyamara, inzira ya tekinike y'ibihangange byo mumahanga kugirango izamure ibicuruzwa byabo bizakurikiraho ntabwo byahujwe. Kurugero, Amazon ikunda ibicuruzwa 400G hamwe nigipimo cyinshi cyo kwimurwa, kandi Facebook yubaka ubwinshi bushya bwa 100Ghinduraumwenda, ushimangira cyane kumurongo uhamye.
Ku rundi ruhande, kubera ingaruka z’ubucuruzi bw’Ubushinwa na Amerika hamwe n’ubukungu bwifashe nabi, ibihangange by’ikigo cy’amakuru mu mahanga byagabanije ubushake bwo kugura umwaka ushize, kandi ibyifuzo byabo byo kuvugurura ibyuma byagabanutse. Gusimbuza ikoranabuhanga bizatwara igihe, ariko umuvuduko wisoko wo guca muri 400G optique modules bizihuta 100G.
400G biteganijwe ko izana urwego rwubucuruzi
Abamurika ibicuruzwa baracyafite ikizere cyo kugarura isoko. Raporo y’isesengura rya Tianfeng yerekanye ko hamwe noguhindura no kugarura ibicuruzwa by’abacuruzi bibara ibicuruzwa biva mu mahanga, urwego rwose rw’inganda kuva mu bigo by’amakuru, ibikoresho by’urusobe kugeza ku buryo bwihuse bwa optique.
Byongeye kandi, igihugu nacyo giteza imbere cyane iterambere ry’inganda nini zamakuru. Ku ya 4 Nzeri, Minisiteri y’inganda n’ikoranabuhanga mu itumanaho yasohoye“Kuyobora Ibitekerezo ku Iterambere Ry’inganda Nkuru (Umushinga wo gutanga ibitekerezo)”, kandi yasabye ko hubakwa ikigo cy’igihugu cya interineti n’inganda nini mu 2025, guhinga urwego mpuzamahanga rwateye imbere mu nganda zitanga amakuru akomeye, no gushyiraho ibihugu.Intego zihariye nkibikorwa bishya byerekana inganda.
Ibigo byinshi byashyizwe ku rutonde byerekanye kandi ko ibicuruzwa bizakomeza mu gihembwe cya kabiri cy’uyu mwaka, bizeye ko izamuka ry’isoko mu gice cya kabiri n’umwaka utaha. Zhongji Xu Chuang yavuze ko kuva mu gihembwe cya kabiri, bitewe n’uko abakiriya bamwe basaba 100G n’ibindi bicuruzwa byatangiye kwiyongera, ibicuruzwa 400G byoherejwe byatangiye kwiyongera buhoro buhoro, kandi ibicuruzwa bya prequel 5G byatangiye gutangwa mu byiciro. Amafaranga yagurishijwe n’isosiyete n’inyungu zaragereranijwe. Igihembwe cya mbere cyimpeta cyateye imbere gahoro gahoro.
Huang Xinhua, umuyobozi wa Jinxinnuo, na we yavuze ko imikorere mu gice cya mbere cy’uyu mwaka itashimishije, kandi inyungu y’inyungu zombi zaragabanutse. Kugirango uhindure kugura abakiriya badasanzwe, haracyari amahirwe runaka yo gukora ibicuruzwa mugice cya kabiri cyumwaka. Muri icyo gihe, isosiyete irategura kandi ibihingwa ngandurarugo muri Tayilande. , byiza kurushaho gukorera abakiriya mumahanga.
Byongeye kandi, uwayikoresheje yavuze kumugaragaro ko module ya 5G optique igeze mugihe cyibipimo byubucuruzi. Nk’uko amakuru abitangaza, umuyobozi mukuru w’itsinda rishinzwe imiyoboro y’ibicuruzwa bya optique na optique ya Jin Xinnuo yatangaje ko uyu mukoresha yatangije amasoko menshi, impuzandengo ya buri miliyoni icumi y’amafaranga, ni menshi; biteganijwe ko umwaka utaha igipimo cyamasoko kizarushaho kwiyongera.
Huatai Securities yerekanye ko ukurikije isano iri hagati yo kuzamura module ya optique nahindurakuzamura chip, biteganijwe ko 400G izagera ku bucuruzi mu 2020. Dukurikije imibare ya LightCounting, ukurikije ikigereranyo cy’ibihe 100G, biteganijwe ko mu 2020, 400G biteganijwe ko izagera ku bucuruzi.