Muva nje, ukukhanya, inhlangano emakethe eyaziwayo embonini yokuxhumana ye-fiber optical, imemezele uhlobo lwakamuva lohlu lwakamuva lwe-2022 Global Optical Transceiver Top10.
Uhlu lukhombisa ukuthi abakhiqizi be-Chinese transceiver abangamaShayina, abanamandla. Ingqikithi yezinkampani eziyi-7 zivikelwe uhlu, futhi izinkampani ezi-3 kuphela ezisohlwini.
Ngokusho kohlu, isiShayinai-fiber opticalAbakhiqizi be-transceiver bahlutshiwe kuphela ngo-2010 nguWuhan Telecom Amadivayisi Co, Ltd. (WTD, kamuva ahlanganiswe nobuchwepheshe be-accelenk); Ngo-2016, ukwanda kwe-Broadband kanye ne-accrickink Technology kwafakwa amafushane; Ngo-2018, kuphela i-Broadband ye-Broadband kuphela, ubuchwepheshe bobabili bokushesha bavinjelwe.
Ngo-2022, i-inthonight (isikhundla saboshelwe 1 Kuyafaneleka ukusho ukuthi izithombe ze-Photonics zitholwe yinkampani yaseChina, ngakho-ke sekuvele kumkhiqizi wemodyuli yaseChina kule ndaba.
Izindawo ezi-3 ezisele zigcinelwe ukuvumelana (ezitholwe nguFinari), iCisco (etholwe yi-ACACIA) ne-Intel. Ngonyaka owedlule, ukunqwabelana okukhanyayo kwashintsha imithetho yezibalo ekhishwe amamojula we-optical akhiqizwa ngabaphakeli bezinto zokusebenza kusuka ekuhlaziyweni, ngakho-ke abahlinzeki bemishini abanjengeHuawei noCisco nabo bafakiwe ohlwini.
Ukulimala okuvezwa ukuthi ngo-2022, ekungathembeki, ukuhlangana, kanti i-Huawei izohlala ngaphezu kwama-50% wesabelo semakethe se-global oplical module, okuphelele kokungathembeki kanye nalo lonke lizothola cishe i-US $ 1.4 billion kwimali engenayo.
Njengoba kunikezwe izinsiza ezinkulu zeCisco neHuawei emkhakheni wezinhlelo zenethiwekhi, kulindeleke ukuthi babe ngabaholi abasha emakethe yemodyuli ye-Optical Module. Phakathi kwazo, i-Huawei ngumhlinzeki oholayo wamamojula ahlanganayo we-200G CFP2. Ibhizinisi likaCisco lizuze ekuhanjisweni kwe-batch yokuqala yama-400Zr / ZR + amamojula abonakalayo.
Kokubili ubuchwepheshe be-acclink kanye ne-broadband yokwehla'I-SPICAL module Revenue izodlula ama-US $ 600 wezigidi ngo-2022. I-Xinyong neHuagong zhengenguan ngamacala aphumelelayo e-Chinese fiber transceiver abakhiqizi eminyakeni yamuva. Ngokuthengisa amamojula we-Optical To Cloud Computing izinkampani, amazinga abo akhuphuke kwabangu-10 abaphezulu emhlabeni.
I-Broadcom (i-avago etholakele) yawa ohlwini lwalolu daba, futhi isazothuthukisa izithupha emhlabeni ngo-2021.
Ukukhanya okukhanyayo kusho ukuthi i-transceiver ye-Optical Ayiyona ibhizinisi elibaluleke kakhulu le-Broadcom, kufaka phakathi i-Intel, kepha zombili izinkampani zithuthukisa amadivayisi aphezulu ahlanganisiwe.
Isikhathi sePosi: Jun-02-2023