Ka la 6 Phuptjane, Lekala la Indasteri le Theknoloji ea Tlhahisoleseding le ile la fana ka tumello ea khoebo ea 5G ho China Telecom, China Mobile, China Unicom le China Radio le Television, e phatlalatsang ka molao ho fihla ha mehla ea 5G.
E le mohaho oa motheo oa mohaho oa marang-rang oa 5G, likarolo tsa mantlha setsing sa setsi le lisebelisoa tsa phetisetso, indasteri ea optical module e boetse e kentse menyetla e mecha ea tsoelo-pele. China Merchants Securities e bolela esale pele hore khoebo ea 5G e tla eketsa haholo tlhoko ea li-module tsa optical. Nakong e tlang, tšireletso ea naha ea 5G e tla hloka hore ho hahoe liteishene tse ka bang limilione tse 10. Tlhokahalo ea li-module tsa optical tse ka bang limilione tse makholo li tla feta li-yuan tse limilione tse likete tse 30 'marakeng o fetileng. Lidolara tse limilione tse likete tse leshome.
Litaelo tse likete tse leshome tsa ts'ebeliso e ncha, phetisetso / phihlello / puisano ea dijithale le maemo a mang a fapaneng a ts'ebeliso, 'maraka o bonahala o atleha; empa bokaholimo ba katleho bo thata ho ipata ka mor'a mehato e thata, theko ea optical modules e ntse e theoha, indasteri e na le tlhōlisano e feteletseng, e phahameng haholo (lihlahisoa Ts'ebetso e liehang ea libaka, chip ea mantlha e tlas'a batho, 'me ntshetsopele e sa leka-lekaneng ea ketane ea indasteri e fetohile mathata a aparetseng ketane ea indasteri ea lapeng.
E khahlehang "ka pele"
Ho latela ponelopele ea morao-rao ea 'maraka oa puisano ea optical e lokollotsoeng ke LightCounting, 5G e reretsoe ho romelloa kapa ho ba e' ngoe ea liketsahalo tse tharo tse kholo tse tla nolofalletsa 'maraka oa lefats'e oa transceiver ho fihlela sekhahla sa kholo ea selemo le selemo sa 14% (CAGR) lipakeng tsa 2003 le 2024. . E fanoe, e nkile mohato oa pele oa bolepi ba 'maraka.
Wei Leping, motlatsi oa motsamaisi ea ka sehloohong oa Komiti ea Theknoloji ea Lipuisano ea Lekala la Indasteri le Theknoloji ea Boitsebiso, o lumela hore mochine oa optical oa 5G o tla tlisa menyetla e meholo. Ho ea ka sekhahla sa uplink edge ea 3Mbps le mekhoa e fapaneng ea marang-rang, palo ea liteishene tsa macro tsa ka ntle tsa 5G tse hlokahalang ke bonyane linako tsa 1.2-2 tsa 4G; Kakaretso e itšetlehile haholo ka liteishene tse nyenyane tse mashome a limilione, 'me 5G e lebeletsoe ho tlisa mashome a limilione a 25 / 50 / 100Gbps optical modules. China Merchants Securities e bolela esale pele hore boholo ba setsi sa setsi sa 5G se tla fihla ho limilione tse 5, 'me palo ea liteishene tse nyenyane e tla fihla hoo e ka bang limilione tse 10. Kakaretso ea lichelete tsa basebetsi ba bararo ba ka sehloohong ba malapeng e haufi le liranta tse limilione tse likete tsa 165 tsa US, tse batlang li le 50% tse kholo ho feta nako ea 10G ea liranta tse limilione tse likete tsa 110 tsa US.
Polelo ea Securities ea Guolian e boetse e na le tšepo, 'me e lumela hore 5G optical module e tla ba le' maraka oa hoo e ka bang limilione tse likete tse 70. Bakeng sa bajari ba 5G, 25 / 50 / 100Gb / s li-modules tse ncha tsa optical tse potlakileng li hlahisoa butle-butle ho li-pre-transmission, phetisetso e bohareng le likarolo tsa ho khutlela morao. The N× 100/200/400Gb/s high-speed optical modules e sebelisoa haholo ho backhaul convergence le core layers. Tsebisoa.
Ntle le moo, phetoho ea setsi sa data ho meaho ea mekhahlelo e 'meli e tla eketsa tlhoko ea li-module tsa optical. Ho ea ka lipalo-palo le likhakanyo tsa Ovum, 100Gb / s optical modules e tla qala ho hōla ka potlako ho 2017. Ho lebeletsoe hore ka 2022, 100Gb / s chelete ea thekiso ea optical module e tla finyelloa ka 2022. E tla feta $ 7 limilione tse likete.
Tebello e babang
Tlas'a ts'usumetso ea lintlha tse fapaneng, tlhoko ea li-module tsa optical e ntse e phahama, 'me litebello tse holim'a metsi li ntle. Leha ho le joalo, boemo ba hona joale ba 'maraka oa puisano oa optical ke hore theko ea li-modules e oa,' me ha ho bonolo hore bahlahisi ba etse bothata.
Tlhokahalo e phahameng ea kholo e phatlohang e lebisitse tlholisanong e matla 'marakeng, e leng se entseng hore litheko li theohe indastering ea puisano ea optical. Mabapi le PON optical modules, litheko le tsona lia theoha. Dai Qiwei, molaoli oa sehlahisoa oa mohala oa sehlahisoa sa Guangxun, o boletse hore mokhoa oa lefats'e oa matsete a sehlahisoa sa PON, 10GPON.OLT/ONUe ka tlisa fensetere e potlakileng ea nako ea ho phatloha, sekhahla sa kholo ea selemo le selemo se lebelletsoe ho fihla ho 50% kapa ho feta, e leng se tla lebisa tlholisanong e matla ea mebaraka. Theko ea lihlahisoa tsa PON optical module e tla bonts'a avalanche.
Ka lehlakoreng le leng, theko ea optical modules e fokotseha selemo le selemo, 'me ho fokotseha hona ho tla potlakisa nako ea 5G; ka lehlakoreng le leng, litšitiso tsa 'maraka tsa tlholisano e feteletseng likhoebong li senoloa butle-butle,' me bophelo bo botle ba tikoloho boa senyeha. Joaloka moetsi oa mochine oa optical oa malapeng oa TOP3, Hisense Broadband CTO Li Dawei o bontšitse hore "ketsahalo ea ho se kopanele tlhōlisanong e tsoile tlhōlisanong ka ho feletseng, 'me ho kenya letsoho tlhōlisanong ho lekana le ho ipolaea ho sa feleng" e fetohile sehlooho sa indasteri.
Tsoelo-pele e sa lekanyetsoang ea ketane ea indasteri le eona ke ntlha e bohloko ea indasteri. Ho latela pono ea lekeno, indastering ea puisano ea optical, phaello e felletseng ea bahlahisi ba lisebelisoa le bahlahisi ba li-chip e batla e phahame, athe phaello e felletseng ea sephutheloana le liphutheloana tsa likarolo li ka tlase ho 10%. Matsete a phahameng le phaello e phahameng li ka thusa metabolism ea k'hamphani. Ho e-na le hoo, ho thata ho fumana boqapi bo tsoelang pele ka phaello e tlase ea phaello, e leng phephetso ho lik'hamphani tse amanang.
Ho phaella moo, ts'ebetso ea libaka tsa li-chips tse phahameng e ntse e lieha, 'me e fetohile kotsi e tebileng ho nts'etsopele ea indasteri ea puisano ea optical ea malapeng. Lilemong tse leshome tse fetileng, ntle le li-chips tsa mantlha tsa optoelectronic, leha likhoebo tsa lapeng li na le monyetla oa ho paka chip le bokhoni ba tlhahiso ea module, li ntse li ts'epa haholo ho barekisi ba kantle ho naha bakeng sa li-chips tsa optical tsa maemo a holimo le li-chips tsa motlakase, le tlhokeho ea lehae. e potlakile.
Ho ke ke ha latoloa hore ho ea ka pono ea 'maraka oohle oa 5G optical module, basebetsi le baetsi ba thepa e kholo ba kenya letsoho ka mafolofolo,' me kaka e hlile e le khōlō ka ho lekaneng; leha ho le joalo, ha u kena maemong a lijo, kuku ena e baba hanyane.