I-China yezezimali yezezimali International ivele yabika ukuthi umhlaba wembulunga yonkeI-transceiver ye-optical Kubhekiswe ukufika ngaphezulu kwe-USD 10 billion ngo-2021, kanye nokubalwa kwezimakethe ezifuywayo ngamaphesenti angaphezu kwangu-50. Ngo-2022, ukuthunyelwa kwe-400gI-transceiver ye-opticals ngesilinganiso esikhulu kanye nokwanda okusheshayo kwevolumu ye-800gI-transceiver ye-opticalKulindelwe, kanye nokukhula okuqhubekayo ngokufunwa kwemikhiqizo ephezulu ye-chip yejubane. Ngokwengeziwe, ngokusho kwe-omdia, indawo yemakethe yama-chips optical asetshenziswa ku-25g naku-rate-rateI-transceiver ye-opticalIsethwe ukwanda kusuka ku-USD 1.356 billion ngonyaka we-2019 kuya ku-USD 4.340 billion ngo-2025, ngesilinganiso sokukhula sonyaka esilinganiselwe samaphesenti angama-21,40.
Uma ubheka ukukhula kwesidingo sama-chip amehlo kusuka kusibikezelo seI-transceiver ye-optical imboni.
Ukukhanya okukhanyayo kubikezela ukuthi imakethe ye-Global Optical transceiver izokhula ngo-4.34% ngonyaka ka-2023, ngesilinganiso sokukhula sonyaka esingu-11.43% ukusuka ngo-2024 kuya ku-2027.
Ngokusho kwesikweletu se-CICC, usayizi wemakethe womhlaba wonke wama-chips wezokuxhumana abonayo ngo-2021 kulindeleke ukuba abe ngu-14.67 billion yulion. Usayizi wemakethe we-2,5g, 10g, 25g, ama-25g ama-chips aphezulu angama-1.167 billion yuan, 2.748 billion yuan, kanye ne-10.755 billion yuan ngokulandelana. I-Omdia ibikezela ukuthi usayizi wemakethe ophelele wama-chips abonakalayo asetshenziselwa amamojula angama-25g naphezu kwa-2021 azoba ngama-2021 billion amadola aseMelika, noma cishe ama-13 billion yuya.
Ngokusekelwe kule mininingwane, kulinganiselwa ukuthi imakethe ye-Global Communication Optical Chip Market izoba ne-18-20% yemakethe yemodyuli ye-2021. Usayizi ohambelana nosayizi we-chip we-stiple ubalwa ngokususelwa emakethe yemodyuli ephansi.
Njengamanje, iningi lezinguquko ze-Optical ngesakhiwo somkhiqizo esivuthiwe samukele isakhiwo seziteshi ezine ze-PSM4 noma i-CWDM4. Ama-Optical Chips we-10G futhi ngezansi acishe ahambisane ne-1G, 10G, kanye nama-40G amamojula we-Optical. Ngokusho kwedatha yesimo sezulu sokukhanya, ukuthunyelwa kwe-1G, 10G, kanye nama-40g Digital Comment Mojules azoqala ukwehla kusuka ku-2023 amadola ase-US ngo-2022 ku-US $ 27 million ngo-2027.
Isakhiwo se-Netrance Center Network sidlula uhlelo oluseceleni lwe-10G / 40G oluseduze. Iningi lezinkampani ze-Intanethi ezifuywayo ezisebenza ku-25G / 100G yokwakhiwa okusolwa, kanti izinkampani zaseNyakatho Melika ziguqukela ku-100g / 400g yenethiwekhi yenethiwekhi ebekiwe kanye ne-800G. Amamojula we-Digital aphezulu we-Digital aptical ebangeni le-100g-800g ikakhulukazi sebenzisa ama-DFB ne-EML Laser Chips, futhi isilinganiso se-baud singama-25g, 53g, 56g. Imikhiqizo eminingi ye-800g yemodyuli okwamanje emakethe yamukele ozakhiweyo we-8 * 100g futhi isebenzise ama-chips we-optical ayisishiyagalombili we-56G EML Pam4.
Idatha yesimo sezulu sokukhanya sibonisa ukuthi ukuthunyelwa kwamamojula we-optical asebenza kwa-25G, 100G, 400g kanye ne-800g kuzoqhubeka ukukhula kusuka ku-USD 4.45 billion ku-2027 billion ngonyaka ka-2027. Ubukhulu bemakethe ye-chip ehambisanayo futhi kulindeleke ukuthi likhule kusuka ku-US $ 890 million kuya ezigidini ezingama-US $ 1.453.
-NgenantamboHlanganisa Isidingo se-10G sizinzile, isidingo se-25g siyakhula
Kusukela ngoNovemba 2022, ingqalasizinda ye-5G yaseChina ifinyelele engqondweni, kanti iziteshi eziyisigidi ezingama-2.287 zisatshalaliswa ezweni lonke. Yize izinga lokukhula kokwakhiwa kwesisekelo se-Base Stration selinciphise, imininingwane ikhombisa ukuthi ukuthuthuka okuqhubekayo kokungena kwe-5G kanye nokucebisa kwezicelo, ukunwetshwa kwamanethiwekhi we-midhal kanye ne-backhaul kuvuka. Yize ukuthunyelwa kwe-Global 10G kanye ne-25G stickical module kuvela ku-2022 kuya ku-2027, kulindeleke ukuthi usayizi wemakethe wamamojula we-fronthaul aptical uzothuthuka ngo-2026, lapho amamojula aphezulu angaphezulu kwe-50G azoqala ukufakwa kuma-batches. Ochwepheshe bezimboni bakholelwa ukuthi amamojula we-50g kanye ne-100g aptical kungenzeka angaqhubi kabusha kwemakethe ye-5G FRonthaul kuze kube ngu-2026, njengoba izidingo ze-5G FRonthaul amamojula kulindeleke ukuthi zikhule ngamayunithi ayizigidi ezingama-52 kuya ku-3.06 Amayunithi ayizigidi ngo-2027, ngokuba ne-cugr yeminyaka emihlanu ka-7.68%. Isidingo esikhulayo semakethe kulindeleke ukuthi sizenzele i-10g futhi ngaphansi kwemakethe yemodyuli ye-optical e- $ 90 million, futhi imakethe ehambisanayo ye-chip ye-optical ilinganiselwa kuma- $ 18,1 million. Emakethe ephakathi nendawo e-backhaul, isidingo samamojula we-25g, 100g, kanye namamojula we-200G, kanye nosayizi wemakethe ongenhla ku-202 million ku-2026 million ngonyaka ka-2027. Imakethe ehambisanayo ye-Optical Chip futhi kulindeleke ukuthi yandise kusuka kuma- $ 21 wezigidi eziya ku- $ 34 million.
Ukufinyelela okuvelele kwe-10g pon okuqhubekayo kuyaqhubeka ukukhula
Icebo le-China leminyaka emihlanu le-Infocomm Ikhakha ye-Infocomm ibeka imigomo yokufisela yengqalasizinda yezwe ledijithali. Ngalesi sikhathi, uHulumeni uhlela ukuhambisa inethiwekhi ye-gigabit fiber optic ukusheshisa ukwakhiwa kwe- "gigabit amadolobha" futhi wandise ukumbozwa kwamanethiwekhi we-gigabit ezweni lonke. Ekupheleni kuka-2022, izinkampani ezintathu eziyisisekelo zezokuxhumana zilindele inani eliphelele labasebenzisi be-Internet Broadband bafinyelela ezigidini ezingama-590. Phakathi kwazo, izinga lokufinyelela lama-100mbps futhi ngenhla lalingu-554 wezigidi, ukukhuphuka kwezigidi ezingama-55.13 ngonyaka owedlule. Ngasikhathi sinye, inani labasebenzisi abangenayo ngesilinganiso se-1000 MBPs futhi ngenhla lifinyelele ezigidini ezingama-917,5, ukukhuphuka kwezigidi ezingama-57.16 ngonyaka owedlule. Ngaphandle kwalezi zinqubekela phambili, kusekhona indawo yokuthuthuka, ukungeniswa kwe-giGabing Subriber kulindeleke ukuthi kube ngu-15.6% kuphela ngasekupheleni kuka-2022. Kuze kube manje, uhulumeni ugqugquzela ukwakhiwa kwamanethiwekhi we-10G-PON emadolobheni nasezindaweni ezibalulekile. idolobha, ligxile ekukhuliseni ukumbozwa. Ngo-December 2022, inani lamachweba we-10g we-Pon ne-Ligabit Network Service afinyelela ezigidini eziyi-15.223, amboze amakhaya angaphezu kwezigidi ezingama-500 ezweni lonke. Lokhu kwenza inethiwekhi ye-gigabit yaseChina ne-China kanye nenqanaba eliphakeme phakathi kokuphezulu kakhulu emhlabeni. Ebheke phambili, imakethe ye-PON izoqhubeka nokukhula, futhi ukukhanya okukhanyayo kubikezela ukuthi ukuthunyelwa kweIponiUkudluliselwa kwe-Optical ngezansi kwe-10G kuzokwehla ngo-2022. Ngokuphambene, ukuhanjiswa kwe-10g pon kulindeleke ukuthi kukhule ngokushesha, kufinyelelwe amayunithi angama-26,9 ezigidini ezingama-2027, kube yi-cagr yeminyaka emihlanu. Yize usayizi wemakethe wamamojula we-10G optical azokwehla kusuka phezulu kwawo ngo-2022, imakethe ehambisanayo ye-Optical Chip izokwehla kusuka ku-US $ 141.4 million ku-US $ 57 million. Ukubheka phambili, i-25G PON ne-50g PON kulindeleke ukuthi ifinyelele ukuthunyelwa okuncane ngo-2024, kulandelwe ukuthunyelwa okukhulu okulinganiselwe eminyakeni elandelayo. Kulinganiselwa ukuthi usayizi wemakethe we-25g futhi ngaphezulu kwamamojula we-pon optical adlula ama-dollar angama-200 ama-US e-US ngo-2025, kanti imakethe ehambisanayo ye-Optical Chip izofinyelela amadola ayizigidi ezingama-40. Sekukonke, ingqalasizinda yedijithali yaseChina izoqhubeka nokukhula futhi ithuthukise eminyakeni ezayo.
Isikhathi sePosi: Mar-22-2023