Sekuyisikhathi sokubheka phambili ekuchumeni kwemakethe onyakeni omusha. Ngemva kokushicilela ukukhathazeka mayelana nesigaba esilandelayo semakethe izikhathi eziningana, okuthunyelwe kwakamuva yinkampani yocwaningo lwemakethe i-LightCounting yaphenduka okwedlule, ebonisa ukuthi ezinye izici ezimbi esikhathini esidlule seziqalile ukuhlehla, futhi zanikeza ukukhanya. Izizathu eziyisishiyagalombili ezibangela ukuthi abakhiqizi bemishini babe nethemba ngemakethe ngonyaka ozayo.
Okokuqala, kusukela engxenyeni yesithathu yalo nyaka, ukusetshenziswa kwemali ezikhungweni zedatha ezinkulu sekuqalile ukusimama futhi sekuzongena emjikelezweni omusha wokukhula okuphezulu. Enye inkampani yocwaningo lwemakethe, umbiko wakamuva we-Q3 kaDell Oro, iphawule ukuthi abahlinzeki benkonzo yamafu abakhulu abayishumi basebenzise amaRandi ayizigidi eziyizinkulungwane ezingama-17.9 ezikhungweni zedatha kule kota, okuwukunyuka konyaka ngo-14%. Izikhungo zedatha ezintsha nokuthuthukiswa kweseva kuzothuthukisa ukukhuphuka okwengeziwe kwezindleko zesikhungo sedatha ngonyaka ozayo;
Okwesibili, ukuthengiswa kwabakhiqizi bemishini ye-datacom sekuqalile ukuzinza futhi kulindeleke ukuthi kufinyelele ukukhula okuhle. Ukuthengiswa kwe-H3C kanye ne-Inspur engxenyeni yesithathu kukhuphuke ngo-39% no-23%, ngokulandelana;
Okwesithathu, ukuthengiswa kwezinkampani zamadivayisi okubona sezizonke kuzofinyelela irekhodi eliphezulu ngekota yesine. Ukuthengiswa komkhakha wezinto ezibonakalayo ezinyangeni eziyisithupha ezedlule kukhuphuke ngo-13% unyaka nonyaka, futhi kulindeleke ukuthi kwenyuke ngo-19% ngonyaka ozayo;
Okwesine, ukuthunyelwa kwesikali se-5G okuqala ngekota yesithathu yalo nyaka kuzoshukumisa isidingo samamojula wokukhanya we-10G, 25G grey kanye ne-IP. I-LightCounting ibikezela ukuthi ukuthengiswa kwemojula ye-wireless optical module ngo-2019 kuzophindeka kabili unyaka nonyaka, futhi isilinganiso sokukhula konyaka eminyakeni emi-5 ezayo sizofinyelela ku-20%;
Okwesihlanu, ukuthengiswa kwamamojula we-DWDM optical engxenyeni yesibili ka-2019 kulindeleke ukuthi kukhule ngo-11% unyaka nonyaka kanye no-7% unyaka wonke. I-DCI kanye nezinhlelo zokusebenza zenethiwekhi kungamandla okushayela. Owokuqala ngokuyinhloko udinga amamojula ahambisanayo optical futhi okugcina amamojula we-10G;
Okwesithupha, okumelelwe ukuthunyelwa kwe-64Gbps Fiber Channel kanye ne-10G PON, opharetha benethiwekhi sebeqalile ukuhambisa imishini yejubane eliphezulu, ephinde inikeze abakhiqizi bedivaysi ye-optical amathuba okuthengisa aphezulu;
Okwesikhombisa, izidingo ezihlukahlukene zokuxhumanisa i-optical ziletha amathuba amasha. Engxenyeni yesibili yalo nyaka, ukuthengiswa kwemikhiqizo ye-optical interconnection kukhuphuke ngo-14% unyaka nonyaka, kanti izinga lokukhula eminyakeni emihlanu ezayo lizofinyelela isilinganiso sonyaka esingama-27%. Ngokungeziwe kuzinhlelo zokusebenza zesikhungo sedatha, ikhompyutha esebenza kahle kakhulu, ingqikithiumzilaukuxhumana, ngisho nezempi, izicelo zezimboni nazo zifakiwe. Ngokusho kwe-AOC kanye ne-Embedded Optical Module EOM umbiko okhishwe kamuva yi-LightCounting, ukwethulwa kobuchwepheshe obusha be-400G kuzoqhuba imakethe ye-AOC ukuthi ikhule ngo-20% noma ngaphezulu ku-2023 uma kuqhathaniswa ne-2018, kodwa inombolo izokwehla ngo-43%, ikakhulukazi. ngenxa yedatha yaseShayina Umthelela wokuncipha kwesidingo sama-1xN AOC ngama-opharetha amaphakathi;
Okwesishiyagalombili, ukwanda kwezinhlelo zokusebenza zezinzwa kulethe isidingo esengeziwe samadivayisi abonakalayo, okuhlanganisa i-3D sensing yeselula, i-lidar, i-AR / VR, njll.;
Emkhakheni wocwaningo lwemakethe yezokuxhumana, umbiko we-LightCounting ufika ngesikhathi futhi uyaguquguquka. Kusuka kuma-megatrends neminye imininingwane, sinesizathu sokukholelwa ukuthi lezi zizathu eziyisishiyagalombili abazinikeze kokuthunyelwe, kodwa ezinye izici ezingezinhle endaweni enkulu azikaqedwa. Izinhlelo zokusebenza ze-5G azikacaci kahle, futhi ukugcinwa kokuqapha okudingekayo kusadingeka.