Muva nje, i-LightCounting, inhlangano yemakethe eyaziwayo embonini yokuxhumana nge-fiber optical, imemezele inguqulo yakamuva yohlu lwe-TOP10 lwe-transceiver yomhlaba wonke ka-2022.
Uhlu lubonisa ukuthi uma abakhiqizi be-transceiver ye-optical baseShayina benamandla, baqina kakhulu. Izinkampani ezi-7 sezizonke zifakwe ohlwini, kanti izinkampani ezintathu zaphesheya kwezilwandle kuphela ezisohlwini.
Ngokusho kohlu, amaShayinai-fiber opticalAbakhiqizi be-transceiver bakhethwa ngo-2010 yiWuhan Telecom Devices Co., Ltd. (WTD, kamuva eyahlanganiswa ne-Accelink Technology); ngo-2016, i-Hisense Broadband kanye ne-Accelink Technology zakhethwa; ngo-2018, yi-Hisense Broadband kuphela, i-Two Accelink Technologies eyakhethwa.
Ngo-2022, i-InnoLight (ebekwe endaweni yoku-1), i-Huawei (ebekwe endaweni yesi-4), i-Accelink Technology (ebekwe endaweni yesi-5), i-Hisense Broadband (ebekwe endaweni yesi-6), i-Xinyisheng (ebekwe endaweni yesi-7), i-Huagong Zhengyuan (ebekwe endaweni yesi-7) No. 8), i-Source Photonics (No. 10) yafakwa ohlwini lwabakhethiwe. Kuhle ukusho ukuthi i-Source Photonics yathengwa yinkampani yaseShayina, ngakho-ke kakade isingumkhiqizi we-optical module yaseShayina kulolu daba.
Izindawo ezisele ezi-3 zigcinelwe i-Coherent (etholwe yi-Finisar), i-Cisco (etholwe yi-Acacia) kanye ne-Intel. Ngonyaka odlule, i-LightCounting yashintsha imithetho yezibalo eyayikhipha amamojula e-optical akhiqizwe abahlinzeki bemishini ekuhlaziyweni, ngakho abahlinzeki bemishini abanjengoHuawei ne-Cisco nabo bafakiwe ohlwini.
I-LightCounting iveze ukuthi ngo-2022, i-InnoLight, i-Coherent, i-Cisco, ne-Huawei zizothatha isabelo semakethe ye-optical module yomhlaba wonke, lapho i-InnoLight ne-Coherent ngayinye izothola imali engenayo ecishe ibe yi-US$1.4 billion.
Njengoba i-Cisco ne-Huawei benazo izinsiza eziningi emkhakheni wezinhlelo zenethiwekhi, kulindeleke ukuthi babe ngabaholi abasha emakethe ye-optical module. Phakathi kwabo, i-Huawei ingumhlinzeki ohamba phambili wamamojula e-200G CFP2 ahlanganisiwe e-DWDM. Ibhizinisi le-Cisco lizuze ekuthunyelweni kweqoqo lokuqala lamamojula e-optical angu-400ZR/ZR+.
Kokubili i-Accelink Technology kanye ne-Hisense Broadband'Imali engenayo ye-optical module izodlula ama-US$600 million ngo-2022. I-Xinyisheng ne-Huagong Zhengyuan ziyizimo eziphumelelayo zabakhiqizi be-transceiver ye-optical ye-Fiber yaseShayina eminyakeni yamuva nje. Ngokuthengisa ama-optical module ezinkampanini ze-cloud computing, amazinga abo akhuphukele kweziyi-10 eziphezulu emhlabeni.
I-Broadcom (eyatholwa yi-Avago) iphume ohlwini kulolu daba, futhi isazohlala endaweni yesithupha emhlabeni ngo-2021.
I-LightCounting ithe i-transceiver ye-optical akuyona ibhizinisi elibaluleke kakhulu kwi-Broadcom, kufaka phakathi i-Intel, kodwa zombili izinkampani zakha amadivayisi e-optical ahlanganiswe ndawonye.
Isikhathi sokuthunyelwe: Juni-02-2023