Muva nje, i-LightCounting, inhlangano yemakethe eyaziwa kakhulu embonini yezokuxhumana ye-fiber optical, imemezele inguqulo yakamuva yohlu lwe-2022 global optical transceiver TOP10.
Uhlu lubonisa ukuthi amandla abakhiqizi be-transceiver optical baseShayina, banamandla kakhulu.Ziyi-7 izinkampani ezikhethiwe, kanti zi-3 kuphela izinkampani zaphesheya ezisohlwini.
Ngokusho kohlu, amaShayinai-fiber opticalabakhiqizi be-transceiver bafakwe ohlwini olufushane kuphela ngo-2010 yi-Wuhan Telecom Devices Co., Ltd. (i-WTD, kamuva yahlanganiswa ne-Accelink Technology);ngo-2016, i-Hisense Broadband ne-Accelink Technology yafakwa ohlwini olufushane;ngo-2018, yi-Hisense Broadband kuphela, i-Two Accelink Technologies efakwe ohlwini olufushane.
Ngo-2022, u-InnoLight (okleliswe endaweni yokuqala), Huawei (okleliswe endaweni yesine), i-Accelink Technology (ekleliswe endaweni yesi-5), u-Hisense Broadband (okleliswe endaweni yesi-6), u-Xinyisheng (okleliswe endaweni yesi-7), u-Huagong Zhengyuan (okleliswe endaweni yesi-7) ongu-8), i-Source Photonics (No. 10) bafakwe ohlwini olufushane.Kuhle ukusho ukuthi i-Source Photonics yatholwa yinkampani yaseShayina, ngakho isivele ingumkhiqizi wamamojula we-Chinese optical module kulolu daba.
Izindawo ezi-3 ezisele zibekelwe i-Coherent (etholwe u-Finisar), i-Cisco (etholwe yi-Acacia) kanye ne-Intel.Ngonyaka odlule, i-LightCounting yashintsha imithetho yezibalo engabandakanyi amamojula optical akhiqizwa abahlinzeki bemishini ekuhlaziyweni, ngakho abahlinzeki bemishini abanjengoHuawei noCisco nabo bafakwe ohlwini.
I-LightCounting iveze ukuthi ngo-2022, i-InnoLight, Coherent, Cisco, kanye neHuawei bazothatha ngaphezu kuka-50% wesabelo semakethe ye-optical module yomhlaba wonke, lapho i-InnoLight ne-Coherent ngayinye izozuza cishe imali eyizigidi eziyizinkulungwane ezingu-1.4 zamaRandi.
Ngokunikezwa kwezinsiza ezinkulu zikaCisco noHuawei emkhakheni wezinhlelo zenethiwekhi, kulindeleke ukuthi babe abaholi abasha emakethe yamamojula optical.Phakathi kwazo, uHuawei ungumphakeli ohamba phambili wamamojula we-200G CFP2 ahambisanayo e-DWDM.Ibhizinisi le-Cisco lihlomule ekuthunyelweni kweqoqo lokuqala lamamojula abonakalayo angu-400ZR/ZR+.
Kokubili i-Accelink Technology ne-Hisense Broadband'Imali engenayo yemojuli ye-optical module izodlula US$600 million ngo-2022. I-Xinyisheng kanye no-Huagong Zhengyuan bayizimo eziyimpumelelo zabakhiqizi be-Chinese Fiber optical transceiver eminyakeni yakamuva.Ngokuthengisa amamojula we-optical ezinkampanini ze-computing yamafu, amazinga abo akhuphukele kwabayi-10 abaphezulu emhlabeni.
I-Broadcom (ethole i-Avago) iphume ohlwini lwalolu daba, futhi isazoklelisa endaweni yesithupha emhlabeni ngo-2021.
I-LightCounting ithe i-transceiver ebonakalayo ayiyona ibhizinisi elibalulekile le-Broadcom, kuhlanganise ne-Intel, kodwa zombili izinkampani zakha amadivaysi optical ahlanganiswe ndawonye.
Isikhathi sokuthumela: Jun-02-2023