Imakethe yemishini yokuxhumana kwenethiwekhi yaseShayina ikhule kakhulu eminyakeni yamuva nje, idlula izitayela zomhlaba wonke. Lokhu kwanda mhlawumbe kungabangelwa yisidingo esinganeliseki samaswishi nemikhiqizo engenantambo eqhubeka nokuqhuba imakethe phambili. Ngo-2020, ubukhulu bemakethe yamaswishi ekilasi lebhizinisi laseShayina buzofinyelela cishe ku-$3.15 billion, ukwanda okukhulu okungu-24.5% kusukela ngo-2016. Okunye okuphawulekayo kwakuyimakethe yemikhiqizo engenantambo, ebiza cishe u-$880 million, ukwanda okukhulu okungu-44.3% kusukela ku-$610 million okuqoshwe ngo-2016. Imakethe yemishini yokuxhumana kwenethiwekhi yomhlaba wonke nayo ibilokhu ikhuphuka, lapho amaswishi nemikhiqizo engenantambo ihamba phambili.
Ngo-2020, ubukhulu bemakethe yokushintsha i-Ethernet yebhizinisi buzokhula bufinyelele cishe ku-$27.83 billion, okuwukwenyuka okungu-13.9% kusukela ngo-2016. Ngokufanayo, imakethe yemikhiqizo engenantambo ikhule yafinyelela cishe ku-$11.34 billion, ukwenyuka okungu-18.1% ngaphezu kwenani eliqoshwe ngo-2016. Emikhiqizweni yokuxhumana kwenethiwekhi yasekhaya yaseShayina, isivinini sokuvuselela kanye nokuphindaphinda sisheshiswe kakhulu. Phakathi kwazo, isidingo samasongo amancane kazibuthe ezindaweni ezibalulekile zohlelo lokusebenza njengeziteshi zesisekelo ze-5G, ama-router e-WIFI6, amabhokisi asethelwe phezulu, kanye nezikhungo zedatha (kufaka phakathi amaswishi namaseva) siyaqhubeka nokukhula. Ngakho-ke, sibheke phambili ekuboneni izixazululo ezintsha kakhulu ezihlinzeka ngokuxhumeka kwe-inthanethi okusheshayo nokuthembekile ukuze kuhlangatshezwane nezidingo ezihlala zishintsha zezwe lanamuhla elisheshayo.
Iziteshi ezintsha ze-5G ezingaphezu kwezigidi ezingu-1.25 zengezwe ngonyaka odlule
Ukuthuthukiswa kobuchwepheshe kuyinqubo engapheli. Njengoba umhlaba uzama ukuba ngcono futhi usheshe, amanethiwekhi okuxhumana awahlukile. Ngokuthuthuka kobuchwepheshe kusuka ku-4G kuya ku-5G, isivinini sokudlulisa amanethiwekhi okuxhumana sikhuphuke kakhulu. Ibhendi yemvamisa yamagagasi kagesi nayo iyanda ngokufanele. Uma kuqhathaniswa namabhendi emvamisa ayinhloko asetshenziswa yi-4G kukhona i-1.8-1.9GHz kanye ne-2.3-2.6GHz, irediyasi yokumboza isiteshi esiyisisekelo ingamakhilomitha angu-1-3, kanti amabhendi emvamisa asetshenziswa yi-5G afaka i-2.6GHz, i-3.5GHz, i-4.9GHz, kanye namabhendi emvamisa ephezulu ngaphezu kwe-6GHz. Lawa mabhendi emvamisa aphakeme cishe ngokuphindwe kabili kuya kathathu kunemvamisa yesignali ye-4G ekhona. Kodwa-ke, njengoba i-5G isebenzisa ibhendi yemvamisa ephezulu, ibanga lokudlulisa isignali kanye nomphumela wokungena kubuthakathaka kakhulu, okuholela ekunciphiseni kwerediyasi yokumboza yesiteshi esiyisisekelo esihambisanayo. Ngakho-ke, ukwakhiwa kweziteshi zesisekelo ze-5G kudinga ukuba nkulu, futhi ubuningi bokuthunyelwa kudinga ukwanda kakhulu. Uhlelo lwemvamisa yomsakazo lwesiteshi esiyisisekelo lunezici zokwenziwa kube lula, isisindo esincane, kanye nokuhlanganiswa, futhi ludale inkathi entsha yobuchwepheshe emkhakheni wezokuxhumana. Ngokusho kwedatha evela kuMnyango Wezimboni Nobuchwepheshe Bolwazi, ekupheleni kuka-2019, inani leziteshi eziyisisekelo ze-4G ezweni lami lase lifinyelele izigidi ezingu-5.44, okungaphezu kwengxenye yenani eliphelele leziteshi eziyisisekelo ze-4G emhlabeni. Sekwakhiwe iziteshi eziyisisekelo ze-5G ezingaphezu kuka-130,000 ezweni lonke. Kusukela ngoSepthemba 2020, inani leziteshi eziyisisekelo ze-5G ezweni lami selifinyelele ku-690,000. UMnyango Wezimboni Nobuchwepheshe Bolwazi ubikezela ukuthi inani leziteshi ezintsha ze-5G ezweni lami lizokhula ngokushesha ngo-2021 nango-2022, ngenani eliphakeme elingaphezu kwezigidi ezingu-1.25. Lokhu kugcizelela isidingo sokuqhubeka nokusungula izinto ezintsha embonini yezokuxhumana ukuze kuhlinzekwe ukuxhumana kwe-inthanethi okusheshayo, okuthembekile, nokuqinile emhlabeni jikelele.
I-Wi-Fi6 igcina izinga lokukhula elihlanganisiwe elingu-114%
I-Wi-Fi6 iyisizukulwane sesithupha sobuchwepheshe bokufinyelela okungenantambo, obufanelekela ama-terminal angenantambo angaphakathi komuntu siqu ukufinyelela i-inthanethi. Inezinzuzo zesilinganiso sokudlulisa esiphezulu, uhlelo olulula, kanye nezindleko eziphansi. Ingxenye eyinhloko ye-router ukuze kufezwe umsebenzi wokudlulisa isignali yenethiwekhi yi-transformer yenethiwekhi. Ngakho-ke, enkambisweni yokushintsha ephindaphindayo yemakethe ye-router, isidingo sama-transformer enethiwekhi sizokhula kakhulu.
Uma kuqhathaniswa ne-Wi-Fi5 yamanje esetshenziswa kabanzi, i-Wi-Fi6 ishesha kakhulu futhi ingafinyelela izikhathi ezingu-2.7 kune-Wi-Fi5; ukonga amandla okwengeziwe, okusekelwe kubuchwepheshe bokonga amandla be-TWT, kungonga ukusetshenziswa kwamandla okuphindwe ka-7; isivinini esimaphakathi sabasebenzisi ezindaweni ezinabantu abaningi siyanda Okungenani izikhathi ezingu-4.
Ngokusekelwe ezinzuzweni ezingenhla, i-Wi-Fi6 inezinhlelo zokusebenza eziningi zesikhathi esizayo, njengevidiyo/ukusakaza bukhoma kwe-VR yamafu, okuvumela abasebenzisi ukuthi bazizwe benolwazi olujulile; ukufunda ibanga, ukusekela ukufunda kwekilasi oku-inthanethi okubonakalayo; ikhaya elihlakaniphile, izinsizakalo zokwenza izinto ngokuzenzakalela ze-Intanethi Yezinto; imidlalo yesikhathi sangempela, njll.
Ngokusho kwedatha ye-IDC, i-Wi-Fi6 yaqala ukuvela ngokulandelana kwabanye abakhiqizi abavamile kwikota yesithathu ka-2019, futhi kulindeleke ukuthi ithathe u-90% wemakethe yenethiwekhi engenantambo ngo-2023. Kulinganiselwa ukuthi u-90% wamabhizinisi azosebenzisa i-Wi-Fi6 kanyeAma-router e-Wi-Fi6Inani lomkhiqizo kulindeleke ukuthi ligcine izinga lokukhula elihlanganisiwe elingu-114% futhi lifinyelele amaRandi ayizigidi eziyizinkulungwane ezingu-5.22 ngo-2023.
Ukuthunyelwa kwebhokisi le-set-top emhlabeni wonke kuzofinyelela kumayunithi ayizigidi ezingu-337
Amabhokisi e-set-top ashintshe indlela abasebenzisi basekhaya abafinyelela ngayo okuqukethwe kwemidiya yedijithali kanye nezinsizakalo zokuzijabulisa. Ubuchwepheshe busebenzisa ingqalasizinda yenethiwekhi ye-telecom broadband kanye nama-TV njengezindawo zokubonisa ukuze kuhlinzekwe ngolwazi olujulile lokuxhumana. Ngohlelo lokusebenza oluhlakaniphile kanye namakhono okukhulisa izinhlelo zokusebenza acebile, ibhokisi le-set-top linemisebenzi ehlukahlukene futhi lingenziwa ngokwezifiso ngokuya ngezintandokazi zomsebenzisi kanye nezidingo. Enye yezinzuzo eziyinhloko zebhokisi le-set-top inani elikhulu lezinsizakalo ze-multimedia ezisebenzisanayo elizinikezayo.
Kusukela ku-TV ebukhoma, ukuqopha, ividiyo uma kudingeka, ukuphequlula iwebhu kanye nemfundo eku-inthanethi kuya kumculo oku-inthanethi, ukuthenga kanye nokudlala imidlalo, abasebenzisi abanazo izinketho eziningi. Njengoba ukuthandwa kwama-smart TV okwandayo kanye nokuthandwa okwandayo kweziteshi zokusakaza ezisezingeni eliphezulu, isidingo sama-set-top box siyaqhubeka nokukhula, sifinyelela emazingeni angakaze abonwe. Ngokwezibalo ezikhishwe yi-Grand View Research, ukuthunyelwa kwama-set-top box emhlabeni wonke kuqhubeke nokukhula okuqhubekayo eminyakeni edlule.
Ngo-2017, ukuthunyelwa kwamabhokisi okusetha phezulu emhlabeni wonke kwakungamayunithi ayizigidi ezingu-315, okuzokwenyuka kube amayunithi ayizigidi ezingu-331 ngo-2020. Ukulandela lo mkhuba okhuphukayo, ukuthunyelwa okusha kwamabhokisi okusetha phezulu kulindeleke ukuthi kufinyelele amayunithi angu-337 futhi kufinyelele amayunithi ayizigidi ezingu-1 ngo-2022, okubonisa isidingo esingapheli salobu buchwepheshe. Njengoba ubuchwepheshe buqhubeka nokukhula, amabhokisi okusetha phezulu kulindeleke ukuthi athuthuke kakhulu, anikeze abasebenzisi izinsizakalo kanye nokuhlangenwe nakho okungcono. Ikusasa lamabhokisi okusetha phezulu ngokungangabazeki liqhakazile, futhi ngesidingo esikhulayo sokuqukethwe kwe-multimedia yedijithali kanye nezinsizakalo zokuzijabulisa, lobu buchwepheshe kulindeleke ukuthi budlale indima enkulu ekwakheni indlela esifinyelela futhi sisebenzise ngayo okuqukethwe kwemidiya yedijithali.
Isikhungo sedatha somhlaba wonke sidlula emzuliswaneni omusha wokuguqulwa
Ngokufika kwesikhathi se-5G, izinga lokudluliswa kwedatha kanye nekhwalithi yokudluliswa kwedatha kuthuthukiswe kakhulu, futhi amandla okudluliswa kwedatha kanye nokugcina idatha emikhakheni efana nevidiyo/ukusakazwa bukhoma okunencazelo ephezulu, i-VR/AR, ikhaya elihlakaniphile, imfundo ehlakaniphile, ukunakekelwa kwezokwelapha okuhlakaniphile, kanye nokuthuthwa okuhlakaniphile kukhuphuke kakhulu. Ubukhulu bedatha bukhule kakhulu, futhi umjikelezo omusha wokuguqulwa kwezikhungo zedatha ushesha ngendlela ephelele.
Ngokusho kwe-"Data Center White Paper (2020)" ekhishwe yi-China Academy of Information and Communications Technology, ekupheleni kuka-2019, inani eliphelele lama-racks e-data centre asetshenziswa eShayina lifinyelele ku-3.15 million, kanti isilinganiso sokukhula sonyaka esingaphezu kuka-30% eminyakeni emihlanu edlule. Ukukhula kuyashesha, inani lidlula ku-250, kanti usayizi wama-rack ufinyelela ku-2.37 million, okungaphezu kuka-70%; kunezikhungo zedatha ezinkulu nezingaphezulu kuka-180 ezisakhiwayo, kanye
Ngo-2019, imali engenayo yemakethe yemboni ye-IDC (Internet Digital Center) yaseShayina yafinyelela cishe ku-87.8 billion yuan, ngesilinganiso sokukhula esihlanganisiwe esingaba ngu-26% eminyakeni emithathu edlule, futhi kulindeleke ukuthi iqhubeke nokukhula okusheshayo esikhathini esizayo.
Ngokwesakhiwo sesikhungo sedatha, iswishi idlala indima ebalulekile ohlelweni, futhi i-transformer yenethiwekhi ithatha imisebenzi yesixhumi sokudlulisa idatha kanye nokucubungula umsindo. Iqhutshwa ukwakhiwa kwenethiwekhi yokuxhumana kanye nokukhula kwethrafikhi, ukuthunyelwa kwamaswishi emhlabeni wonke kanye nosayizi wemakethe kugcine ukukhula okusheshayo.
Ngokusho kwe-"Global Ethernet Switch Router Market Report" ekhishwe yi-IDC, ngo-2019, imali engenayo iyonke yemakethe yomhlaba wonke ye-Ethernet switch yayingu-US$28.8 billion, ukwanda konyaka nonyaka okungu-2.3%. Esikhathini esizayo, ubukhulu bemakethe yomhlaba wonke yemishini yenethiwekhi buzokhula, futhi amaswishi nemikhiqizo engenantambo kuzoba yizinto eziyinhloko ezibangela ukukhula kwemakethe.
Ngokwesakhiwo, amaseva esikhungo sedatha angahlukaniswa abe amaseva e-X86 kanye namaseva angewona e-X86, phakathi kwawo i-X86 isetshenziswa kakhulu emabhizinisini amancane naphakathi kanye namabhizinisi angabalulekile.
Ngokusho kwedatha ekhishwe yi-IDC, ukuthunyelwa kweseva ye-X86 eShayina ngo-2019 kwakungamayunithi angaba yizigidi ezingu-3.1775. I-IDC ibikezela ukuthi ukuthunyelwa kweseva ye-X86 eShayina kuzofinyelela kumayunithi ayizigidi ezingu-4.6365 ngo-2024, kanti izinga lokukhula lonyaka elihlanganisiwe phakathi kuka-2021 no-2024 lizofinyelela ku-8.93%, okuhambisana ngokuyisisekelo nezinga lokukhula lokuthunyelwa kweseva emhlabeni jikelele.
Ngokusho kwedatha ye-IDC, ukuthunyelwa kweseva ye-X86 yaseShayina ngo-2020 kuzoba amayunithi ayizigidi ezingu-3.4393, okuphakeme kunalokho obekulindelwe, futhi izinga lokukhula lilonke liphezulu kakhulu. Iseva inenani elikhulu lezixhumanisi zokudlulisa idatha yenethiwekhi, futhi i-interface ngayinye idinga i-transformer yenethiwekhi, ngakho-ke isidingo sama-transformer enethiwekhi siyanda ngokwanda kwamaseva.
Isikhathi sokuthunyelwe: Mashi-28-2023