Tsis ntev los no, LightCounting, ib lub koom haum ua lag luam paub zoo hauv kev lag luam sib txuas lus fiber ntau, tau tshaj tawm qhov tseeb tshaj plaws ntawm 2022 daim ntawv teev npe thoob ntiaj teb optical transceiver TOP10.
Daim ntawv qhia tau hais tias cov tuam txhab tsim khoom siv optical transceiver hauv Suav teb muaj zog dua, lawv muaj zog dua. Tag nrho muaj 7 lub tuam txhab raug xaiv tsa, thiab tsuas yog 3 lub tuam txhab txawv teb chaws nyob hauv daim ntawv teev npe.
Raws li daim ntawv teev npe, Suav tebfiber ntau kho qhov muagCov chaw tsim khoom transceiver tsuas yog raug xaiv tsa hauv xyoo 2010 los ntawm Wuhan Telecom Devices Co., Ltd. (WTD, tom qab ntawd koom nrog Accelink Technology); xyoo 2016, Hisense Broadband thiab Accelink Technology tau raug xaiv tsa; xyoo 2018, tsuas yog Hisense Broadband, Ob Lub Accelink Technologies tau raug xaiv tsa.
Xyoo 2022, InnoLight (qeb sib npaug rau qib 1), Huawei (qeb 4), Accelink Technology (qeb 5), Hisense Broadband (qeb 6), Xinyisheng (qeb 7), Huagong Zhengyuan (qeb 7) No. 8), Source Photonics (Naj Npawb 10) tau raug xaiv tsa. Nws tsim nyog hais tias Source Photonics tau raug yuav los ntawm lub tuam txhab Suav, yog li nws twb yog lub chaw tsim khoom siv optical module Suav hauv qhov teeb meem no.
3 qhov chaw seem yog tseg rau Coherent (yuav los ntawm Finisar), Cisco (yuav los ntawm Acacia) thiab Intel. Xyoo tas los, LightCounting tau hloov cov cai suav txheeb uas tsis suav nrog cov khoom siv kho qhov muag uas tsim los ntawm cov neeg muab khoom siv los ntawm kev tshuaj xyuas, yog li cov neeg muab khoom siv xws li Huawei thiab Cisco kuj tau suav nrog hauv daim ntawv teev npe.
LightCounting tau taw qhia tias xyoo 2022, InnoLight, Coherent, Cisco, thiab Huawei yuav muaj ntau dua 50% ntawm kev lag luam thoob ntiaj teb optical module, uas InnoLight thiab Coherent txhua tus yuav khwv tau ze li ntawm US $ 1.4 billion hauv cov nyiaj tau los.
Vim muaj cov peev txheej loj heev ntawm Cisco thiab Huawei hauv kev lag luam network systems, lawv yuav tsum ua cov thawj coj tshiab hauv kev lag luam optical module. Ntawm lawv, Huawei yog tus thawj coj muab khoom ntawm 200G CFP2 coherent DWDM modules. Cisco lub lag luam tau txais txiaj ntsig los ntawm kev xa khoom ntawm thawj pawg ntawm 400ZR / ZR + optical modules.
Ob qho tib si Accelink Technology thiab Hisense Broadband'Cov nyiaj tau los ntawm optical module yuav tshaj US $ 600 lab hauv xyoo 2022. Xinyisheng thiab Huagong Zhengyuan yog cov piv txwv ua tiav ntawm cov chaw tsim khoom Fiber optical transceiver hauv Suav teb hauv xyoo tas los no. Los ntawm kev muag optical modules rau cov tuam txhab huab computing, lawv cov qeb duas tau nce mus rau sab saum toj 10 hauv ntiaj teb.
Broadcom (tau txais Avago) tau poob tawm ntawm daim ntawv teev npe hauv tsab ntawv xov xwm no, thiab tseem yuav nyob qib thib rau hauv ntiaj teb hauv xyoo 2021.
LightCounting tau hais tias cov khoom siv optical transceiver tsis yog ib qho lag luam tseem ceeb rau Broadcom, suav nrog Intel, tab sis ob lub tuam txhab tab tom tsim cov khoom siv optical uas tau ntim ua ke.
Lub sijhawm tshaj tawm: Lub Rau Hli-02-2023