Ku ya 6 Kamena, Minisiteri y’inganda n’ikoranabuhanga mu itumanaho yatanze uruhushya rw’ubucuruzi 5G mu Bushinwa Telecom, China Mobile, China Unicom na Radio na Televiziyo by’Ubushinwa, itangaza ku mugaragaro ko igihe cya 5G kigeze.
Nka shingiro ryibanze ryumurongo wa 5G urwego rwumubiri, ibice byingenzi muri sitasiyo fatizo nibikoresho byohereza, inganda za optique nazo zatangije icyiciro gishya cyamahirwe yiterambere. Abacuruzi b'Abashinwa bavuga ko ubucuruzi bwa 5G buzamura cyane ibyifuzo bya optique. Mu bihe biri imbere, 5G yo gukwirakwiza igihugu izakenera kubaka sitasiyo fatizo zigera kuri miliyoni 10. Icyifuzo cya miriyoni amagana ya moderi yihuta ya optique module izarenga miliyari 30 yu isoko ryabanje. Miliyari icumi z'amadolari.
Ibihumbi icumi byateganijwe gukoreshwa bishya, kohereza / kwinjira / itumanaho rya digitale nibindi bintu byinshi byagutse, isoko isa nkaho itera imbere; ariko ubuso bwiterambere biragoye kwihisha inyuma yintambwe zitoroshye, igiciro cya modul optique gikomeje kugabanuka, inganda zirarushanwa cyane, amaherezo-yohejuru (ibicuruzwa Gutinda kwaho bigenda buhoro, chip yibanze ikorerwa abantu, kandi iterambere ridahwanye ryurwego rwinganda rwabaye ibibazo byugarije urwego rwinganda.
Ikurura "imbere"
Dukurikije amakuru aheruka gutangazwa ku isoko ry’itumanaho rya optique ryashyizwe ahagaragara na LightCounting, biteganijwe ko 5G yoherezwa cyangwa igahinduka kimwe mu bintu bitatu by'ingenzi bizafasha isoko rya optique ya transitiver ku isi kugera ku gipimo cya 14% cy’ubwiyongere bw’umwaka (CAGR) hagati ya 2003 na 2024 . Yatanzwe, yafashe intambwe yambere mubiteganijwe ku isoko.
Wei Leping, umuyobozi wungirije wa komite ishinzwe ikoranabuhanga mu itumanaho muri minisiteri y’inganda n’ikoranabuhanga mu itumanaho, yemeza ko module ya optique yo mu gihe cya 5G izatanga amahirwe menshi. Ukurikije igipimo cyo hejuru cya 3Mbps hamwe nuburyo butandukanye bwo guhuza imiyoboro, umubare wa 5G yo hanze ya makro yo hanze usabwa nibura inshuro 1,2-2 za 4G; Igipfukisho gishingiye cyane kuri miriyoni mirongo za sitasiyo ntoya, kandi 5G biteganijwe ko izazana miliyoni icumi za 25/50 / 100Gbps optique ya optique. Abacuruzi b'Abashinwa bashinzwe ubucuruzi bavuga ko igipimo cya sitasiyo ya macro ya 5G yo mu gihe cya 5G kizagera kuri miliyoni 5, naho sitasiyo ntoya ikagera kuri miliyoni 10. Igishoro rusange cy’ibikorwa bitatu by’imbere mu gihugu bigera kuri miliyari 165 z'amadolari ya Amerika, bikaba hafi 50% ugereranije na 10G ya miliyari 110 z'amadolari y'Amerika.
Iteganyagihe rya Guolian Securities naryo rifite icyizere, kandi ryizera ko module 5G optique izaba ifite isoko rya miliyari 70. Kubatwara 5G, 25/50 / 100Gb / s modul nshya yihuta ya optique modules itangizwa buhoro buhoro muburyo bwo kohereza mbere, kwanduza hagati no gusubira inyuma. N × 100/200 / 400Gb / s yihuta ya optique module ikoreshwa cyane muguhuza inyuma no guhuza ibice. Yamenyekanye.
Mubyongeyeho, amakuru yikigo cyimuka mubyiciro bibiri byubaka nabyo bizongera ibyifuzo bya optique. Dukurikije imibare ya Ovum n'ibiteganijwe, modul ya optique 100Gb / s izatangira kwiyongera vuba muri 2017. Biteganijwe ko mu 2022, amafaranga yo kugurisha 100Gb / s ya optique azagerwaho muri 2022. Azarenga miliyari 7 z'amadolari.
Ibyiringiro bibi
Mugukangura ibintu bitandukanye, ibyifuzo bya optique biragenda byiyongera, kandi ibyiringiro biri hejuru nibyiza. Nyamara, uko ibintu bimeze ubu isoko ryitumanaho rya optique nuko igiciro cya module kigabanuka, kandi ntabwo byoroshye kubabikora gukora ikibazo.
Isabwa ryinshi ry’iterambere riturika ryatumye habaho irushanwa rikomeye ku isoko, ari naryo ryatumye igabanuka ry’ibiciro mu nganda z’itumanaho rya optique. Kubijyanye na PON optique modules, ibiciro nabyo biragabanuka. Dai Qiwei, umuyobozi w’ibicuruzwa bya Guangxun yinjira ku murongo w’ibicuruzwa, yavuze ko icyerekezo cy’ishoramari ry’ibicuruzwa bya PON ku isi, 10GPONOLT/ONUirashobora gutangiza idirishya ryihuta ryihuta, umuvuduko wubwiyongere bwumwaka uteganijwe kugera kuri 50% cyangwa arenga, ibyo bizatuma irushanwa rirushaho gukomera. Igiciro cyibicuruzwa bya PON optique bizerekana inkangu.
Ku ruhande rumwe, igiciro cya optique modules kigenda kigabanuka uko umwaka utashye, kandi uku kugabanuka bizihuta mugihe cya 5G; kurundi ruhande, imbogamizi ku isoko ry’ipiganwa rikabije mu nganda ziragenda zigaragara buhoro buhoro, kandi ubuzima bw’ibidukikije burahungabana. Nkumushinga wo mu bwoko bwa optique wo mu bwoko bwa TOP3, Hisense Broadband CTO Li Dawei yagaragaje ko "ibintu byo kutitabira amarushanwa bitavuye mu marushanwa, kandi kwitabira amarushanwa bihwanye no kwiyahura karande" byabaye ihuriro ry’inganda.
Iterambere ridasa ryurwego rwinganda nabwo ni ububabare bwinganda. Urebye ibyinjira, mu nganda zikoresha itumanaho rya optique, inyungu rusange y’abakora ibikoresho n’abakora chip iri hejuru cyane, mu gihe inyungu rusange y’inganda n’ibikoresho bipakira bitarenze 10%. Ishoramari ryinshi ninyungu nyinshi birashobora gufasha metabolism yikigo. Ibinyuranye na byo, biragoye kugera ku guhanga udushya hamwe n’inyungu ntoya, bikaba ikibazo ku masosiyete afitanye isano.
Byongeye kandi, uburyo bwo kwifashisha chip yo mu rwego rwo hejuru bwagiye buhoro, kandi bwabaye imvune ikomeye mu iterambere ry’inganda zikoresha itumanaho mu gihugu. Mu myaka icumi ishize, usibye ibyuma bya optoelectronic chip, nubwo ibigo byimbere mu gihugu bifite akarusho mubipfunyika chip hamwe nubushobozi bwo gukora module, baracyashingira cyane kubatanga ibicuruzwa byo mumahanga kubikoresho byo murwego rwohejuru hamwe na chip yamashanyarazi, hamwe nibisabwa mukarere ni byihutirwa.
Ntawahakana ko duhereye ku isoko rya 5G optique ya module yose, abashoramari n’abakora ibikoresho bikomeye bashora imari, kandi keke nini rwose bihagije; ariko, iyo winjiye murwego rwibiryo, iyi cake irasharira gato.