China International Finance Securities yakaburitsa pachena kuti kambani yepasi roseTransceiver yemaziso musika unotarisirwa kusvika pamusoro pemadhora ekuAmerica gumi bhiriyoni panosvika gore ra2021, musika wemuno uchive neanopfuura 50 muzana. Muna 2022, kushandiswa kwe400GTransceiver yemazisos pamwero mukuru uye kuwedzera nekukurumidza kwehuwandu hwe800GTransceiver yemazisoZvinotarisirwa, pamwe chete nekukura kuri kuramba kuchiitika mukudiwa kwezvigadzirwa zvemachipisi emagetsi zvinokurumidza. Pamusoro pezvo, maererano naOmdia, nzvimbo yemusika yemachipisi emagetsi anoshandiswa mu25G uye ari pamusoro apa.Transceiver yemazisos yakarongerwa kuwedzera kubva pamadhora mabhiriyoni 1.356 muna 2019 kusvika kumadhora mabhiriyoni 4.340 muna 2025, nekukura kwepagore kunofungidzirwa kwe21.40 muzana.
Kutarisa kukura kwekudiwa kwemachipisi emagetsi kubva pakafanotaurwa kweTransceiver yemaziso indasitiri.
LightCounting inofanotaura kuti musika wepasi rose we transceiver ye optical uchakura ne4.34% muna 2023, nekukura kwegore negore kwe11.43% kubva muna 2024 kusvika 2027.
Zvichienderana neruzivo rweCICC, musika wepasi rose wemachipisi e optical ekutaurirana kwe optical muna 2021 unotarisirwa kuva 14.67 bhiriyoni yuan. Saizi dzemusika dzemachipisi e optical e2.5G, 10G, 25G zvichikwira i1.167 bhiriyoni yuan, 2.748 bhiriyoni yuan, uye 10.755 bhiriyoni yuan zvichiteerana. Omdia anofanotaura kuti saizi yese yemusika yemachipisi e optical anoshandiswa kumamodule e optical e25G zvichikwira muna 2021 ichave 1.913 bhiriyoni emadhora ekuAmerica, kana kuti anenge mabhiriyoni gumi nematatu yuan.
Zvichibva padata iri, zvinofungidzirwa kuti musika wepasi rose we optical chips uchave ne18-20% yemusika we optical modules muna 2021. Hukuru hwemusika we optical chips hunoenderana hunoverengerwa zvichibva pa18% yemusika we low-end optical modules uye 20% yemusika we high-end.
Parizvino, ma transceiver mazhinji e optical ane chimiro chezvigadzirwa zvakakura anoshandisa chimiro chine nzira ina chePSM4 kana CWDM4. Ma chips e optical e10G uye pasi anoenderana ne 1G, 10G, uye 40G optical modules. Zvichienderana nedata rekufanotaura reLightCounting, kutumirwa kwe 1G, 10G, uye 40G digital communication optical modules kuchatanga kudzikira kubva muna 2023, zvichikonzera kudzikira kwehukuru hwemusika kubva pamamiriyoni mazana matanhatu negumi nemana emadhora ekuAmerica muna 2022 kusvika pamamiriyoni zana nemakumi mashanu emadhora ekuAmerica muna 2027. Zvichitora 18% sechikamu, hukuru hwemusika we optical chip hunoenderana hunotarisirwa kudzikira kubva pamamiriyoni zana nerimwe emadhora ekuAmerica muna 2022 kusvika pamamiriyoni makumi maviri nemanomwe emadhora ekuAmerica muna 2027.
Magadzirirwo enetwork yedata centre anopfuura sisitimu yekare ye10G/40G CLOS. Makambani mazhinji einternet emuno anoshandisa 25G/100G CLOS architecture, ukuwo makambani ekuNorth America ari kuchinja kuenda kune 100G/400G CLOS ne800G network architectures yepamusoro. Mamodule edigital optical anomhanya zvikuru ari mumhando ye100G-800G anonyanya kushandisa DFB neEML laser chips, uye baud rate ndeye 25G, 53G, 56G. Zvizhinji zvezvigadzirwa zve 800G optical module zviri pamusika parizvino zvinoshandisa 8 * 100G architecture uye zvinoshandisa masere 56G EML PAM4 optical chips.
Data rekufanotaura reLightCounting rinoratidza kuti kutumirwa kwema optical modules anoshanda pa25G, 100G, 400G uye 800G kucharamba kuchikura kubva muna 2023 kusvika 2027. Munguva ino, saizi yemusika inotarisirwa kuwedzera kubva pamadhora mabhiriyoni 4.450 kusvika pamadhora mabhiriyoni mashanu muna 2022. Ichava mabhiriyoni 7.269 muna 2027, chiyero chinoshamisa chekukura kwegore negore kwe10.31%. Saizi yemusika we optical chip inoenderana inotarisirwawo kukura kubva pamadhora mamiriyoni 890 kusvika kumadhora mabhiriyoni 1.453.
Wirelesskudzokera shure Kudiwa kwe10G kwakasimba, kudiwa kwe25G kuri kukura
Kubva muna Mbudzi 2022, zvivakwa zve5G zveChina zvasvika padanho repamusoro, nezvivakwa zvebase station zvinosvika mamiriyoni 2.287 zvakaiswa munyika yese. Kunyangwe kukura kwekuvaka zvivakwa zvebase station kwaderera, data rinoratidza kuti nekuvandudzika kuri kuramba kuchiitwa kwe5G uye kuwedzerwa kwemaapplication, kuda kwekuwedzera kwenetwork dze wireless midhaul ne backhaul kuri kuwedzera. Kunyangwe kutumirwa kwepasi rose kwe10G ne25G optical module kwave kudzikira kubva muna 2022 kusvika 2027, zvinotarisirwa kuti saizi yemusika ye wireless fronthaul optical modules ichawedzera panosvika 2026, apo ma optical modules ari pamusoro pe50G achatanga kuiswa muma batches. Nyanzvi dzeindasitiri dzinotenda kuti 50G ne 100G optical modules hadzina kukonzera kukwira kwemusika we 5G fronthaul kusvika muna 2026, nepo 25G ne 5G fronthaul optical modules dziri pamusoro dzichitarisirwa kugadzikana pamadhora $420 miriyoni pakati pa2023 na2025. Sezvo kudiwa kwe 5G traffic kuri kuramba kuchikura, kutumirwa kwe 5G mid-haul ne 10G optical transceivers kunotarisirwa kuwedzera kubva pamamiriyoni 2.1 muna 2022 kusvika pamamiriyoni 3.06 muna 2027, ne CAGR yemakore mashanu ye7.68%. Kudiwa kuri kukura kwemusika kunotarisirwa kudzikamisa musika we 10G nepasi pe optical module pamadhora $90 miriyoni, uye musika we optical chip unoenderana nawo unofungidzirwa kuti uri pamadhora $18.1 miriyoni. Mumusika wepakati nepashure pekutengesa, kudiwa kwemamodule e25G, 100G, uye 200G optical kunotarisirwa kuramba kuchikura nekukurumidza kubva muna 2023, uye saizi yemusika yemamodule e25G zvichikwira epakati nepashure pekutengesa anotarisirwa kuwedzera kubva paUS$103 miriyoni muna 2022 kusvika kuUS$171 miriyoni muna 2027. Mwero wekukura kwegore negore wecompound i10.73%. Musika wemachipisi eoptical anoenderana nawo unotarisirwawo kuwedzera kubva pamadhora angangoita mamiriyoni makumi maviri nerimwe kusvika pamadhora makumi matatu nemana miriyoni.
Kudiwa kwe10G PON yekubatanidza waya kuri kuramba kuchikura
Chirongwa chemakore mashanu cheChina cheindasitiri yeinfocomm chinoisa zvinangwa zvikuru zvezvivakwa zvedhijitari zvenyika. Munguva iyi, hurumende inoronga kuisa network yegigabit fiber optic kuti kukurumidzise kuvaka "maguta egigabit" uye kuwedzera kufukidzwa kwema network egigabit munyika yese. Pakupera kwa2022, makambani matatu ekutaurirana anotarisira kuti huwandu hwese hwevashandisi veInternet broadband kusvika pamamiriyoni mazana mashanu nemakumi mapfumbamwe. Pakati pavo, huwandu hwevashandisi ve100Mbps zvichikwira hwaive mamiriyoni mazana mashanu nemakumi mashanu nemana, kuwedzera kwemamiriyoni makumi mashanu nemashanu negumi nematatu kubva mugore rapfuura. Panguva imwe chete, huwandu hwevashandisi vevashandisi vane mwero we1000 Mbps zvichikwira hwakasvika mamiriyoni mazana mapfumbamwe negumi nemanomwe negumi nemanomwe negumi nemanomwe negumi nemanomwe negumi nemanomwe nemana kubva mugore rapfuura. Pasinei nekufambira mberi uku, pachine mukana wekuvandudza, nekupinda kwevanyoreri veGigabit kunotarisirwa kuve 15.6% chete panosvika kupera kwa2022. Kuti izvi zviitike, hurumende iri kukurudzira kuvaka kwe10G-PON networks mumaguta nenzvimbo dzakakosha, ichitarisa pakuwedzera nzvimbo dzekuvharira. Panosvika Zvita 2022, huwandu hwe10G PON ports dzine Gigabit network service capabilities huchasvika 15.23 miriyoni, huchifukidza mhuri dzinopfuura mamiriyoni 500 munyika yese. Izvi zvinoita kuti gigabit network yeChina ive pakati pepamusoro pasi rose. Tichitarisa mberi, musika wePON ucharamba uchikura, uye LightCounting inofanotaura kuti kutumirwa kwePONMa transceiver e optical ari pasi pe 10G achadzikira kubva mugore ra2022. Kusiyana neizvi, kutumirwa kwe 10G PON kunotarisirwa kukura nekukurumidza, kusvika kumayuniti mamiriyoni 26.9 muna 2022 uye mayuniti mamiriyoni 73 muna 2027, ne CAGR yemakore mashanu ye22.07%. Kunyangwe saizi yemusika ye 10G optical modules ichizodzikira kubva payakanyanya muna 2022, musika we optical chip unoenderana uchadzikirawo kubva pa US$141.4 miriyoni kusvika US$57 miriyoni. Tichitarisa mberi, 25G PON ne 50G PON zvinotarisirwa kuwana kuiswa kwezvidiki muna 2024, zvichiteverwa nekushandiswa kukuru mumakore anotevera. Zvinofungidzirwa kuti saizi yemusika ye 25G zvichikwira PON optical modules ichapfuura 200 miriyoni yemadhora ekuAmerica muna 2025, uye musika we optical chip unoenderana uchasvika 40 mamiriyoni emadhora ekuAmerica. Zvose, zvivakwa zvedhijitari zveChina zvicharamba zvichikura uye zvichikura mumakore anotevera.
Nguva yekutumira: Kurume-22-2023