Tuam Tshoj thoob ntiaj teb nyiaj txiag kev nyab xeeb tsis ntev los no tau tshaj tawm tias lub ntiaj tebKho qhov muag Transceiver Kev ua lag luam tau npaj tiav kom ncav cuag ntau tshaj USD 10 txhiab daus las los ntawm 2021, nrog rau kev ua lag luam hauv tsev hauv tsev ntau tshaj 50 feem pua. Hauv 2022, kev xa tawm ntawm 400gKho qhov muag Transceivers on ib tug loj nplai thiab kev nce nrawm nyob rau hauv lub ntim ntawm 800gKho qhov muag TransceiverS xav tau, nrog rau kev loj hlob txuas ntxiv hauv kev thov kom siab nrawm optical nti cov khoom lag luam. Tsis tas li ntawd, raws li Omdia, chaw ua lag luam rau cov chips kho qhov siv hauv 25G thiab siab dua-tus nqiKho qhov muag TransceiverS yog teeb tsa los ntawm USD 1.356 nphom xyoo 2019 rau USD 4.340 lab nyiaj daus las hauv 2025, nrog kwv yees sib piv ntawm txoj kev loj hlob txhua xyoo ntawm 21.40 feem pua.
Saib ntawm kev loj hlob ntawm kev thov rau cov chips optical los ntawm kev kwv yees ntawm lubKho qhov muag Transceiver kev ua hauj lwm.
Lightcounting kev twv kwv yees tias Garden Optical TransceCier Kev lag luam yuav loj hlob los ntawm 4.34% hauv 2023, nrog cov lej sib xyaw ntawm 11.43% txij li 2024 txog 2027.
Raws li qhov credit ntawm CICC, kev ua lag luam thoob ntiaj teb loj ntawm cov chips optical rau kev sib txuas lus kho qhov muag hauv 2021 yuav tsum yog 14,67 billion yuan. Cov lag luam qhov ntau thiab tsawg ntawm 2.5G, 10G thiab saum toj kawg nkaus chips yog 1.167 billion Yuan, 2.748 billion Yuan, thiab 10.755 billion Yunion ton. Omdia kwv yees hais tias tag nrho cov khoom lag luam tshaj plaws ntawm cov chips optical siv rau 25G thiab saum toj no Optical Modules hauv 2021 yuav yog 1.913 Billion US las, lossis txog 13 billion Yuan.
Raws li cov ntaub ntawv no, nws tau kwv yees tias lub ntiaj teb kev lag luam kev lag luam yuav muab suav nrog 1821. Tus qauv kho kho qhov muag tau suav nrog 18 xyoo ntawm cov khoom siv optical tsawg kawg nkaus.
Tam sim no, feem ntau ntawm cov kev hloov kho kho qhov muag nrog cov qauv tsim qauv tus qauv saws tus qauv plaub-channel ntawm Psm4 lossis CWDM4. Kev siv kho qhov muag ntawm 10g thiab qis dua kev sib tw sib haum rau 1g, 10g, thiab 40g kho qhov muag. Raws li cov ntaub ntawv qhia txog cov teeb meem, cov khoom xa tuaj ntawm 12, ua haujlwm rau kev sib txuas lus ntawm 2022 rau 150 lab ntawm 2022 rau US $ 27 lab hauv 2027.
Cov ntaub ntawv Center network architecture Architectes Outdated 10G / 40g Classic System. Feem ntau cov tuam txhab Is Taws Nem feem ntau ua haujlwm ntawm 25G / 100g kaw cov tuam txhab Asmeskas yog kev hloov mus rau ntau dua 100g / 400g class thiab 800g network architecture. Lub siab-ceev digital optical kho qhov muag nyob rau hauv thaj tsam 100g-800g tsuas yog siv DFB thiab eml laser chips, thiab tus baud tus nqi yog 25g, 53g, 53g, 53g, 53g, 53g, 53g, 53g, 53g, 53g, 53g, 53g, 56g. Feem ntau ntawm 800g oftware tawm cov khoom lag luam tam sim no ntawm kev ua lag luam saws lub 8 * 100g | Architecture thiab siv Yim 56g Eml Pam4 Chips.
Lightcountcounting cov ntaub ntawv kwv yees qhia tau hais tias cov khoom xa tuaj ntawm Optical modules kev ua haujlwm ntawm 2527, kev lag luam tau nce qib 5 xyoo. Lub Check Optical Chip Kev Lag Luam Loj kuj tseem tuaj yeem loj hlob los ntawm US $ 890 lab rau US $ 1.453 billion.
Wirelessnraub qaum-haul 10g xav tau ruaj khov, 25g xav tau zuj zus
Raws li lub Kaum Ib Hlis 2022, Tuam Tshoj tus 5G infrastructure tau mus txog lub peev xwm, nrog 2.287 lab lub hauv paus pib rau thoob plaws tebchaws. Txawm hais tias txoj kev loj hlob ntawm kev siv tsheb nres tsheb tau qeeb, cov ntaub ntawv qhia tau hais tias nrog kev txhim kho wireless wirelel thiab backramaul networks yog nyob rau sawv. Txawm hais tias lub ntiaj teb 10g thiab 25g optical module cov zaub mov xa tuaj yeem tsis lees paub txog 2026, thaum kho qhov muag tshiab ntawm 50G yuav pib siv rau hauv cov pob. Cov kws tshaj lij kev lag luam ntseeg tias 50G thiab 100g modules yuav tsis tau kev lag luam ntawm 526, thaum muaj 5G lab chav nyob rau hauv 2027, muaj tsib-xyoo CAZ ntawm 7.68%. Qhov kev ua lag luam loj hlob yuav siv lub 10g thiab qis dua qhov muag kev lag luam ntawm $ 90 lab tus kwv yees kwv yees $ 18.1 lab. Nyob rau hauv nruab nrab thiab backhaul ua lag luam, qhov kev thov rau 25g, thiab 200g thiab 200g thiab cov khoom siv kho dua tshiab ntawm 2027. Cov lej sib txuas xyoo yog 10.73%. Qhov kev ua lag luam kho tshiab coj los kuj yuav tsum nthuav dav ntawm kwv yees li $ 21 lab rau $ 34 lab.
Wired nkag mus 10g Pon xav tau txuas ntxiv mus
Tuam Tshoj txoj kev npaj 14th tsib caug xyoo rau lub hom phiaj kev lag luam xav tau lub hom phiaj digital tsim. Nyob rau lub sijhawm no, cov phiaj xwm tsoomfwv yuav pib ua kom tau txais kev tsim kho fiber ntau optic network kom nrawm rau lub nroog tsim kho kom ceev ntawm lub tebchaws. Thaum xaus ntawm 2022, peb lub tuam txhab xov tooj hauv peb cov tuam txhab cia siab tias tag nrho cov naj npawb ntawm cov neeg siv internet hloov chaw nkag mus txog 590 lab. Ntawm lawv, tus nqi nkag ntawm 100Mbps thiab tshaj saud yog 554 lab, nce 55.13 lab dhau xyoo dhau los. Nyob rau tib lub sijhawm, tus naj npawb ntawm cov neeg siv tau nrog tus nqi ntawm 1000 MBPS thiab tshaj saud Mus txog 917,5 lab, nce ntxiv ntawm 57.16 lab tshaj xyoo dhau los. Dua li ntawm cov kev ua kom zoo nkauj, tseem tshuav chav nyob rau kev txhim kho, nrog tsoomfwv cov kev tsim kho ntawm 1012. Rau qhov kawg ntawm 202. Rau qhov kawg ntawm 202. Rau qhov kawg ntawm 202. Rau qhov kawg ntawm 202. Nroog, tsom mus rau kev pab them nqi. Los ntawm lub Kaum Ob Hlis 2022, tus naj npawb ntawm 10g Pon chaw nres nkoj nrog cov peev xwm pab pawg ua ke yuav mus txog 15.23 lab, npog ntau dua 500 lab tsev neeg thoob plaws tebchaws. Qhov no ua rau Tuam Tshoj txoj kev ntsuas gigitital thiab cov theem them nqi them ntau tshaj hauv lub ntiaj teb. Saib tom ntej, lub pon kev ua lag luam yuav txuas ntxiv txhim kho, thiab cov teeb pom kev uas tau txais kev xa khoom ntawmLub tsevKev hloov kho kho qhov muag hauv qab 10G yuav tsis tsis kam lees li 2022. Txawm hais tias kev ua lag luam loj ntawm 10g optical kho qhov muag yuav poob los ntawm nws lub ncov nyob rau 2022, lub lag luam theej kho optical check yuav los ntawm peb $ 141,4 lab rau peb $ 57 lab. Saib tom ntej, 25G Pon thiab 50 G Pon Pon yuav tsum ua tiav qhov ntsuas me me hauv 2024, ua raws li los ntawm qhov loj-teev kev xa tawm hauv cov hauv qab no. Nws tau kwv yees tias kev ua lag luam loj ntawm 25g thiab saum US las kho mob yuav ntau dua 200 lab daus las ua lag luam yuav ncav cuag 40 lab nyiaj. Zuag qhia tag nrho, Tuam Tshoj cov cuab yeej siv digital yuav txuas ntxiv kom loj hlob thiab txhim kho hauv lub xyoo tom ntej.
Lub sij hawm ncua: Mar-22-2023