NgoJuni 6, iSebe lezoShishino kunye neTeknoloji yoLwazi likhuphe iilayisenisi zorhwebo ze-5G kwi-China Telecom, i-China Mobile, i-China Unicom kunye ne-China Radio kunye ne-Televishini, ibhengeza ngokusemthethweni ukufika kwexesha le-5G.
Njengesiseko sokwakha isiseko se-5G network layer ngokomzimba, amacandelo angundoqo kwisikhululo sesiseko kunye nezixhobo zokuhambisa, imboni yemodyuli ye-optical iye yangenisa umjikelo omtsha wamathuba ophuhliso. I-China Merchants Securities iqikelela ukuba i-5G yorhwebo iya kwandisa kakhulu imfuno yeemodyuli ze-optical. Kwixesha elizayo, i-5G yelizwe lonke iya kufuna ukwakhiwa kwezikhululo ezisisiseko ezimalunga ne-10 yezigidi. Imfuno yamandla amakhulu ezigidi zeemodyuli ze-high-speed optical iya kudlula i-30 yeebhiliyoni zeeyuan kwimarike yangaphambili. Ishumi leebhiliyoni zeerandi.
Ii-odolo ezingamawaka alishumi zokusetyenziswa okutsha, ukuhanjiswa / ukufikelela / unxibelelwano lwedijithali kunye nezinye iimeko ezibanzi zosetyenziso, intengiso ibonakala iphumelela; kodwa ubuso bempumelelo kunzima ukufihla emva kwamanyathelo anzima, ixabiso leemodyuli ze-optical liyaqhubeka nokuwa, ishishini likhuphisana ngokugqithiseleyo, liphezulu (iimveliso Inkqubo yokucotha kwendawo, i-chip core ixhomekeke kubantu, kwaye uphuhliso olungalinganiyo lwekhonkco lemizi-mveliso lube ziingxaki ezithwaxa ikhonkco lemizi-mveliso yasekhaya.
Enomtsalane "umphambili"
Ngokwengqikelelo yentengiso yonxibelelwano lwamva nje olukhutshwe yi-LightCounting, i-5G icwangciselwe ukuba isetyenziswe okanye ibe yenye yeziganeko ezintathu ezinkulu eziza kwenza ukuba imakethi ye-optical transceiver yehlabathi ifikelele kwi-14% yezinga lokukhula konyaka (CAGR) phakathi kuka-2003 no-2024. Ikhutshiwe, ithathe inyathelo lokuqala kuqikelelo lwemarike.
U-Wei Leping, usekela-mlawuli olawulayo weKomiti yeTekhnoloji yoNxibelelwano yeSebe lezoShishino kunye neTekhnoloji yoLwazi, ukholelwa ukuba imodyuli ye-5G yexesha le-optical iya kuzisa amathuba amakhulu. Ngokwezinga le-uplink edge ye-3Mbps kunye neendlela ezahlukeneyo zokunxibelelana, inani lezikhululo ze-macro zangaphandle ze-5G ezifunekayo ubuncinane ngamaxesha e-1.2-2 ye-4G; Ukugubungela ikakhulu kuxhomekeke kumashumi ezigidi zezikhululo ezincinci ezisisiseko, kwaye i-5G kulindeleke ukuba izise amashumi ezigidi ze-25/50/100Gbps iimodyuli zamehlo. I-China Merchants Securities iqikelela ukuba isikali se-5G era macro base station siya kufikelela kwi-5 yezigidi, kwaye inani lezikhululo ezincinci zesiseko ziya kufikelela phantse kwi-10 yezigidi. Utyalo-mali olupheleleyo lwabasebenzi abathathu abakhulu basekhaya lusondele kwi-165 yezigidigidi zeedola zase-US, eziphantse zibe yi-50% enkulu kunexesha le-10G le-110 yeebhiliyoni zeedola zase-US.
Uqikelelo lweGuolian Securities lunethemba, kwaye lukholelwa ukuba imodyuli ye-5G ye-optical iya kuba nemarike ephantse ibe yi-70 yezigidigidi. Kubaphathi be-5G, i-25 / 50 / 100Gb / s iimodyuli ezintsha ze-high-speed optical zingeniswa ngokuthe ngcembe kwi-pre-transmission, i-intermediate transmission kunye ne-back-transmission access layers. I-N× 100/200/400Gb/s iimodyuli ze-high-speed optical zisetyenziswa ngokubanzi kwi-backhaul convergence kunye ne-core layers. Yaziswa.
Ukongezelela, utshintsho lweziko ledatha kwi-architecture ye-two-tier iya kwandisa imfuno yeemodyuli ze-optical. Ngokwezibalo ze-Ovum kunye nezibikezelo, i-100Gb / s iimodyuli ze-optical ziya kuqala ukukhula ngokukhawuleza kwi-2017. Kulindeleke ukuba ngo-2022, i-100Gb / s ingeniso yokuthengisa imodyuli ye-optical iya kufezekiswa ngo-2022. Iya kudlula i-7 yeebhiliyoni zeedola.
Ithemba elikrakra
Ngaphantsi kokukhuthazwa kwezinto ezahlukeneyo, imfuno yeemodyuli ze-optical iphakama, kwaye amathemba ebusweni alungile. Nangona kunjalo, imeko yangoku yeemarike zonxibelelwano lwe-optical kukuba ixabiso leemodyuli liwa, kwaye akulula ukuba abavelisi benze ingxaki.
Imfuno ephezulu yokukhula okuqhumayo ibangele ukhuphiswano oluqatha kwimarike, nto leyo eye yakhokelela ekwehleni kwamaxabiso kwishishini lonxibelelwano lwe-optical. Ngokubhekiselele kwiimodyuli zePON optical, amaxabiso nawo awela. UDai Qiwei, umphathi wemveliso ye-Guangxun yokufikelela kwisiphelo somgca wemveliso, wathi inkqubo yotyalo-mali lwemveliso ye-PON yehlabathi jikelele, i-10GPONOLT/I-ONUinokungenisa ixesha loqhambuko olukhawulezayo lwefestile, inqanaba lokukhula elihlanganisiweyo lonyaka lilindeleke ukuba lifike kuma-50% okanye ngaphezulu, okuya kukhokelela kukhuphiswano oluqatha lwentengiso. Ixabiso lemveliso ye-PON ye-optical module iya kubonisa i-avalanche.
Ngakolunye uhlangothi, ixabiso leemodyuli ze-optical liyancipha unyaka nonyaka, kwaye oku kuncipha kuya kukhawuleza kwixesha le-5G; kwelinye icala, ukusilela kwimarike yokhuphiswano olugqithisileyo kumashishini kutyhilwa ngokuthe ngcembe, kwaye impilo yendalo yophukile. Njengomenzi wemodyuli yasekhaya ye-TOP3, u-Hisense Broadband CTO uLi Dawei wachaza ukuba "into yokungathabathi nxaxheba kukhuphiswano iphumile ngokupheleleyo kukhuphiswano, kwaye ukuthatha inxaxheba kukhuphiswano kufana nokuzibulala okungapheliyo" kuye kwaba yi-crux yeshishini.
Uphuhliso olungalinganiyo lwekhonkco loshishino lukwayindawo yentlungu yoshishino. Ngokwembono yengeniso, kushishino lonxibelelwano lwamehlo, ingeniso yengeniso yengeniso yabenzi bezixhobo kunye nabavelisi beetshiphu iphezulu noko, ngelixa ingeniso yengeniso ye-Foundry kunye nokupakishwa kwecandelo ingaphantsi kwe-10%. Utyalo-mali oluphezulu kunye nenzuzo ephezulu inokunceda i-metabolism yenkampani. Ngokuchaseneyo noko, kunzima ukufezekisa ukusungula izinto ezintsha kunye nomda ophantsi wengeniso yengeniso, nto leyo engumngeni kwiinkampani ezinxulumeneyo.
Ukongeza, inkqubo yendawo ye-chips ephezulu iye yacotha, kwaye ibe yingozi enkulu ekuphuhliseni ishishini lonxibelelwano lwasekhaya. Kule minyaka ilishumi idlulileyo, ukongeza kwiitshiphusi ezingundoqo ze-optoelectronic, nangona amashishini asekhaya anenzuzo ekupakishweni kwetshiphu kunye nomthamo wokuvelisa imodyuli, basathembele kakhulu kubaboneleli bamanye amazwe kwiitshiphusi eziphezulu zombane kunye neetshiphusi zombane, kunye nemfuno yendawo yokuhlala. ingxamisekile.
Akunakuphikiswa ukuba kumbono we-5G yonke imarike yemodyuli ye-optical, abaqhubi kunye nabavelisi abakhulu bezixhobo batyala imali esebenzayo, kwaye ikhekhe inkulu ngokwaneleyo; kunjalo, xa kungena iirenki ukutya, le cake ikrakra kancinci.