Musi waChikumi 6, Bazi reIndasitiri neRuzivo rweTekinoroji rakapa marezinesi ekutengesa e5G kuChina Telecom, China Mobile, China Unicom neChina Radio neTerevhizheni, ichizivisa zviri pamutemo kusvika kwenguva ye5G.
Seyekutanga chivakwa cheiyo 5G network yemuviri layer, iyo yakakosha zvikamu mubhesi chiteshi uye michina yekutapurirana, iyo optical module indasitiri yakaunzawo kutenderera kutsva kwemikana yebudiriro. China Merchants Securities inofanotaura kuti 5G yekutengesa ichawedzera zvakanyanya kudiwa kwema optical modules. Mune ramangwana, kufukidzwa kwenyika ye5G kunoda kuvakwa kwezviteshi zvepasi zvinosvika mamirioni gumi. Iko kudiwa kweanogona mazana emamiriyoni epamusoro-speed optical modules achapfuura 30 bhiriyoni yuan mumusika wapfuura. Mabhirioni gumi emadhora.
Zviuru gumi zvemaodha ekushandiswa kutsva, kutapurirana / kuwana / kutaurirana kwedhijitari uye zvimwe zvakasiyana-siyana zvekushandisa, musika unoratidzika kunge uri kubudirira; asi pamusoro pekubudirira kwakaoma kuvanza kuseri kwematanho akaoma, mutengo we optical modules unoramba uchidonha, iyo indasitiri inokwikwidza zvakanyanya, yepamusoro-soro (zvigadzirwa Iyo inononoka yenzvimbo, iyo core chip iri pasi pevanhu, uye iyo kusaenzana budiriro yeindasitiri cheni zvazova matambudziko ari kutambudza emumba maindasitiri cheni.
Inokwezva "mberi"
Zvinoenderana neazvino eptical communication market fungidziro yakaburitswa neLightCounting, 5G yakarongerwa kuendeswa kana kuve chimwe chezviitiko zvikuru zvitatu zvinogonesa musika wepasi rose wepasirose transceiver kuti uwane 14% yekuwedzera pagore kukura (CAGR) pakati pa2003 na2024. . Yakapihwa, yakatora danho rekutanga mukufanotaura kwemusika.
Wei Leping, mutevedzeri wemukuru weCommunication Technology Committee yeBazi reIndasitiri neRuzivo rweTekinoroji, anotenda kuti 5G era optical module ichaunza mikana mikuru. Zvinoenderana neuplink edge rate ye3Mbps uye akasiyana networking modes, nhamba ye5G yekunze macro stations inodiwa inokwana 1.2-2 nguva dze4G; Kuvhara kunonyanya kutsamira pamakumi emamiriyoni ezviteshi zvidiki, uye 5G inotarisirwa kuunza makumi emamiriyoni e25/50/100Gbps optical modules. China Merchants Securities inofanotaura kuti chiyero che5G era macro base station ichasvika 5 miriyoni, uye nhamba yezviteshi zvidiki zvichasvika mamirioni gumi. Kutengeswa kwese kwevatatu vevashandi vepamba vari pedyo ne165 mabhiriyoni emadhora emadhora, iyo inenge 50% yakakura kudarika 10G nguva ye110 mabhiriyoni emadhora emadhora.
Mafungiro eGuolian Securities ane tariro zvakare, uye anotenda kuti 5G optical module ichave nemusika weanosvika bhiriyoni makumi manomwe. Kune vatakuri ve5G, 25 / 50 / 100Gb / s itsva-high-speed optical modules inotangwa zvishoma nezvishoma mu-pre-transmission, kutakura kwepakati uye mashure ekudzokera shure. Iyo N× 100/200/400Gb/s high-speed optical modules inoshandiswa zvakanyanya mu backhaul convergence uye core layers. Introduced.
Uye zvakare, shanduko yedata data kune maviri-tier architecture ichawedzerawo kudiwa kwemaoptical modules. Maererano nehuwandu hweOvum uye kufungidzira, 100Gb / s optical modules ichatanga kukura nokukurumidza muna 2017. Zvinotarisirwa kuti ne 2022, 100Gb / s optical module yekutengesa mari ichawanikwa ne 2022. Ichapfuura $ 7 bhiriyoni.
Bitter tarisiro
Pasi pekukurudzira kwezvinhu zvakasiyana-siyana, kudiwa kweoptical modules kuri kuwedzera, uye tarisiro pamusoro pepamusoro yakanaka. Zvisinei, mamiriro ezvinhu epanguva ino yemusika wekutaurirana kwemaziso ndeyekuti mutengo wemamodules uri kuwira, uye hazvisi nyore kuti vagadziri vaite dambudziko.
Kunyanya kudiwa kwekukura kwekuputika kwakakonzera kukwikwidza kunotyisa mumusika, izvo zvakazokonzera kuderera kwemitengo muindasitiri yezvekutaurirana. Panyaya yePON optical modules, mitengo iri kudonha zvakare. Dai Qiwei, maneja wechigadzirwa cheGuangxun terminal yekuwana chigadzirwa mutsara, akataura kuti yepasi rose PON yakatevedzana chigadzirwa chekudyara maitiro, 10GPON.OLT/ONUinogona kuunza kukurumidza kubuda nguva hwindo, chiyero chekukura kwepagore chinotarisirwa kusvika pa50% kana kupfuura, izvo zvinozotungamira mumakwikwi anotyisa emusika. Mutengo wePON optical module zvigadzirwa unoratidza avalanche.
Kune rumwe rutivi, mutengo we optical modules uri kuderera gore negore, uye kuderera uku kuchakurumidza munguva ye5G; kune rumwe rutivi, kukanganisa kwemusika kwemakwikwi akawandisa mumabhizinesi zvinoratidzwa zvishoma nezvishoma, uye hutano hwezvakatipoteredza hwakaputsika. Semugadziri we TOP3, Hisense Broadband CTO Li Dawei akataura kuti "chiitiko chekusatora chikamu mumakwikwi chabuda zvachose, uye kutora chikamu mumakwikwi kwakaenzana nekuzviuraya kusingaperi" chave chinhu chikuru cheindasitiri.
Iko kusaenzana kwekusimudzira kweiyo indasitiri ketani zvakare inorwadza nzvimbo yeindasitiri. Kubva pamaonero emari, muindasitiri yekukurukurirana kwemaziso, mari yakawanda yevagadziri vemidziyo nevagadziri vechips yakakwira zvakati, ukuwo gross profit margin of foundry uye component package iri pasi pegumi%. Kudyara kwakanyanya uye purofiti yakakwira inogona kubatsira kambani metabolism. Kusiyana neizvi, zvakaoma kuwana hunyanzvi hunoenderera uine yakaderera gross profit margin, zvinova zvinonetsa kumakambani ane hukama.
Pamusoro pezvo, iyo yenzvimbo yekumisikidza machipisi epamusoro yave ichinonoka, uye yave kukuvara kwakakomba mukuvandudzwa kweindasitiri yekukurukurirana yemukati. Mumakore gumi apfuura, kuwedzera kune core optoelectronic chips, kunyangwe mabhizinesi epamba aine mukana mukurongedza chip uye module yekugadzira moduli, ivo vachiri kuvimba zvakanyanya nevatengesi vekunze kune epamusoro-magumo optical chips uye emagetsi machipisi, uye kudiwa kwenzvimbo. inokurumidza.
Hazvirambiki kuti kubva pakuona kwemusika wese we5G optical module, vashandisi uye vagadziri vemidziyo mikuru vari kushingaira kuisa mari, uye keke zvechokwadi rakakura zvakakwana; zvisinei, pakupinda muzvikamu zvezvokudya, keke iri rinovava zvishoma.