Lixesha lokuba sijonge phambili kwimpumelelo yemarike kunyaka omtsha. Emva kokupapasha iinkxalabo malunga nenqanaba elilandelayo lemarike ngamaxesha amaninzi, isithuba samva nje yinkampani yophando lwemarike i-LightCounting yajika ixesha elidlulileyo, ebonisa ukuba ezinye izinto ezimbi kwixesha elidlulileyo ziye zaqala ukuguquka, kwaye zanika ukukhanya. Izizathu ezisibhozo abavelisi bezixhobo banethemba malunga nentengiso kulo nyaka uzayo.
Okokuqala, ukuqala kwikota yesithathu yalo nyaka, inkcitho kumaziko aphezulu edatha sele iqalile ukuchacha kwaye sele iza kungena kumjikelo omtsha wokukhula okuphezulu. Enye inkampani yophando lwemarike, ingxelo yokugqibela ye-Q3 kaDell Oro, yaphawula ukuba ababoneleli benkonzo yelifu abalishumi abakhulu bachithe i-17.9 yeebhiliyoni zeedola kumaziko edatha kule kota, ukunyuka kwe-14% ngonyaka. Amaziko amatsha edatha kunye nokuphuculwa kweseva kuya kuqhuba ukwanda ngakumbi kwinkcitho yeziko ledatha kunyaka ozayo;
Okwesibini, ukuthengiswa kwabenzi bezixhobo zedathacom sele kuqalile ukuzinza kwaye kulindeleke ukuba kufezekiswe ukukhula okulungileyo. Ukuthengiswa kwe-H3C kunye ne-Inspur kwikota yesithathu kunyuke nge-39% kunye ne-23%, ngokulandelanayo;
Okwesithathu, ukuthengiswa kweenkampani ze-optical device ngokubanzi kuya kufikelela kwirekhodi eliphezulu kwikota yesine. Ukuthengiswa kweshishini lesixhobo se-optical device kwiinyanga ezintandathu ezidlulileyo kunyuke nge-13% ngonyaka, kwaye kulindeleke ukuba kunyuke nge-19% kunyaka ozayo;
Okwesine, ukuhanjiswa kwesikali se-5G ukuqala kwikota yesithathu yalo nyaka kuya kuvuselela imfuno ye-10G, i-25G yegrey kunye ne-IP iimodyuli zokukhanya. I-LightCounting iqikelela ukuba ukuthengiswa kweemodyuli ze-wireless optical kwi-2019 kuya kuphinda kabini ngonyaka, kwaye umyinge wokukhula ngonyaka kwiminyaka eyi-5 ezayo uya kufikelela kwi-20%;
Okwesihlanu, ukuthengiswa kweemodyuli ze-DWDM optical kwisiqingatha sesibini se-2019 kulindeleke ukuba kwandiswe nge-11% ngonyaka kunye ne-7% unyaka wonke. I-DCI kunye nezicelo zenethiwekhi zokufikelela zezona mpembelelo ziphambili zokuqhuba. Eyona nto yangaphambili ifuna iimodyuli ezihambelanayo ze-optical kunye neemodyuli ze-10G;
Okwesithandathu, emele ukuthunyelwa kwe-64Gbps Fiber Channel kunye ne-10G PON, abaqhubi benethiwekhi baye baqala ukusebenzisa izixhobo ezikhawulezayo, ezikwanika abavelisi bezixhobo ezibonakalayo amathuba aphezulu okuthengisa;
Okwesixhenxe, iimfuno ezahlukeneyo zokunxibelelana kwamehlo zizisa amathuba amatsha amaninzi. Kwisiqingatha sesibini salo nyaka, ukuthengiswa kweemveliso ze-optical interconnection zanda nge-14% ngonyaka, kwaye izinga lokukhula kwiminyaka emihlanu ezayo liya kufikelela kumyinge wonyaka we-27%. Ukongeza kwizicelo zeziko ledatha, i-computing ephezulu yokusebenza, ingundoqoumzilauqhagamshelo, kunye nezomkhosi, izicelo zoshishino nazo zibandakanyiwe. Ngokutsho kwe-AOC kunye ne-Embedded Optical Module ingxelo ye-EOM emva koko ikhutshwe yi-LightCounting, ukuqaliswa kweteknoloji entsha ye-400G iya kuqhuba i-AOC market ukuba inyuke nge-20% okanye ngaphezulu kwi-2023 xa kuthelekiswa ne-2018, kodwa inani liya kuncipha nge-43%, ngokukodwa. ngenxa yedatha yaseTshayina Impembelelo yokunciphisa imfuno ye-1xN AOCs ngabaqhubi abaphakathi;
Okwesibhozo, ukonyuka kwezicelo zokuva kuzise imfuno engaphezulu yezixhobo ze-optical, kubandakanywa neselfowuni ye-3D sensing, i-lidar, i-AR / VR, njl.;
Kwinkalo yophando lwemarike yonxibelelwano lwe-optical, ingxelo ye-LightCounting ifike ngexesha kwaye iyaguquguquka. Ukusuka kwii-megatrends kunye nezinye iinkcukacha, sinesizathu sokukholelwa ukuba ezi zizathu zisibhozo bazinike kwisithuba, kodwa ezinye izinto ezingathandekiyo kwimekobume enkulu azikasuswa. Izicelo ze-5G azikacaci, kwaye ukugcina isilumkiso esiyimfuneko kusafuneka.