Imarike yezixhobo zonxibelelwano lwenethiwekhi yaseTshayina ikhule kakhulu kwiminyaka yakutshanje, idlula iindlela zehlabathi. Olu lwando mhlawumbi lunokubangelwa yimfuno enganelisekiyo yeeswitshi kunye neemveliso ezingenazingcingo eziqhubeka nokuqhubela phambili imarike. Ngo-2020, ubungakanani bemarike yeswitshi yodidi lweshishini laseTshayina buza kufikelela kwi-US$3.15 yeebhiliyoni, ukunyuka okukhulu kwe-24.5% ukusuka ngo-2016. Kwakhona okuphawulekayo yayiyimarike yeemveliso ezingenazingcingo, ezixabisa malunga ne-$880 yezigidi, ukunyuka okukhulu kwe-44.3% ukusuka kwi-$610 yezigidi ezirekhodwe ngo-2016. Imarike yezixhobo zonxibelelwano lwenethiwekhi yehlabathi nayo ibikhula, kunye neeswitshi kunye neemveliso ezingenazingcingo zikhokela indlela.
Ngowama-2020, ubungakanani bemarike yokutshintsha i-Ethernet yeshishini buza kukhula bufikelele kwi-US$27.83 yeebhiliyoni, ukwanda kwe-13.9% ukusuka kowama-2016. Ngokufanayo, imakethi yeemveliso ezingenazingcingo ikhule yafikelela kwi-11.34 yeebhiliyoni zeerandi, ukunyuka kwe-18.1% ngaphezu kwexabiso elirekhodwe ngo-2016. Kwiimveliso zonxibelelwano lwenethiwekhi zasekhaya zaseTshayina, isantya sokuhlaziya kunye nokuphindaphinda siye sanda kakhulu. Phakathi kwazo, imfuno yeeringi ezincinci zemagnethi kwiindawo eziphambili zesicelo ezifana nezitishi zesiseko se-5G, ii-routers ze-WIFI6, iibhokisi ze-set-top, kunye namaziko edatha (kubandakanya iiswitshi kunye neeseva) ziyaqhubeka nokunyuka. Ke ngoko, silangazelela ukubona izisombululo ezintsha ezibonelela ngonxibelelwano lwe-Intanethi olukhawulezayo noluthembekileyo ukuhlangabezana neemfuno ezihlala zitshintsha zehlabathi lanamhlanje elikhawulezayo.
Kongezwe izikhululo ezintsha ze-5G ezingaphezulu kwe-1.25 yezigidi kunyaka ophelileyo
Uphuhliso lwetekhnoloji yinkqubo engapheliyo. Njengoko ihlabathi lizama ukuba ngcono nangokukhawuleza, iinethiwekhi zonxibelelwano azikho ngaphandle. Ngokuphucuka kwetekhnoloji ukusuka kwi-4G ukuya kwi-5G, isantya sokudlulisa iinethiwekhi zonxibelelwano sinyuke kakhulu. Ibhendi ye-electromagnetic wave frequency nayo iyanda ngokufanelekileyo. Xa kuthelekiswa neebhendi eziphambili ze-frequency ezisetyenziswa yi-4G yi-1.8-1.9GHz kunye ne-2.3-2.6GHz, i-radius yokugubungela isikhululo sesiseko yi-1-3 km, kwaye iibhendi ze-frequency ezisetyenziswa yi-5G ziquka i-2.6GHz, i-3.5GHz, i-4.9GHz, kunye neebhendi ze-frequency eziphezulu ngaphezulu kwe-6GHz. Ezi bhendi ze-frequency ziphezulu ngokuphindwe kabini ukuya kwezintathu kunee-frequency zesignali ze-4G ezikhoyo. Nangona kunjalo, njengoko i-5G isebenzisa ibhendi ye-frequency ephezulu, umgama wokudlulisa isignali kunye nesiphumo sokungena zibuthathaka, nto leyo ebangela ukwehla kwe-radius yokugubungela yesikhululo sesiseko esifanelekileyo. Ke ngoko, ukwakhiwa kwezikhululo zesiseko ze-5G kufuneka kube nzima, kwaye uxinano lokusasazwa kufuneka lunyuswe kakhulu. Inkqubo yerediyo yesikhululo esisezantsi ineempawu zokunciphisa isantya, ubunzima obulula, kunye nokudibanisa, kwaye idale ixesha elitsha lobuchwepheshe kwicandelo lonxibelelwano. Ngokwedatha evela kwiSebe lezoShishino kunye neTekhnoloji yoLwazi, ekupheleni kuka-2019, inani lezikhululo zesiseko ze-4G kwilizwe lam lalifikelele kwi-5.44 yezigidi, nto leyo ethetha ngaphezu kwesiqingatha senani lilonke lezikhululo zesiseko ze-4G kwihlabathi liphela. Zingaphezulu kwe-130,000 izikhululo zesiseko ze-5G ezakhiwe kuzwelonke. Ukusukela ngoSeptemba 2020, inani lezikhululo zesiseko ze-5G kwilizwe lam lifikelele kwi-690,000. ISebe lezoShishino kunye neTekhnoloji yoLwazi liqikelela ukuba inani lezikhululo zesiseko ze-5G ezintsha kwilizwe lam liza kwanda ngokukhawuleza ngo-2021 nango-2022, ngencopho engaphezulu kwe-1.25 yezigidi. Oku kugxininisa imfuneko yokuqhubeka nokuvelisa izinto ezintsha kushishino lonxibelelwano ukubonelela ngonxibelelwano lwe-Intanethi olukhawulezayo, oluthembekileyo, nolunamandla kwihlabathi liphela.
I-Wi-Fi6 igcina izinga lokukhula elihlanganisiweyo le-114%
I-Wi-Fi6 sisizukulwana sesithandathu sobuchwepheshe bokufikelela ngaphandle kwentambo, obufanelekileyo kwii-terminals zangaphakathi ezingenantambo zomntu ngamnye ukufikelela kwi-Intanethi. Inezibonelelo zesantya esiphezulu sokudlulisela, inkqubo elula, kunye nexabiso eliphantsi. Icandelo eliphambili le-router ukuze kufezekiswe umsebenzi wokudlulisela isignali yenethiwekhi yi-transformer yenethiwekhi. Ke ngoko, kwinkqubo yokutshintsha ephindaphindayo kwimarike ye-router, imfuno yee-transformers zenethiwekhi iya kwanda kakhulu.
Xa kuthelekiswa ne-Wi-Fi5 yangoku, i-Wi-Fi6 ikhawuleza kwaye inokufikelela ngokuphindwe kayi-2.7 kune-Wi-Fi5; ukonga amandla ngakumbi, okusekelwe kubuchwepheshe bokonga amandla be-TWT, kunokonga ukusetyenziswa kwamandla okuphindwe kasi-7; isantya esiqhelekileyo sabasebenzisi kwiindawo ezixineneyo sinyuswa Ubuncinane ngokuphindwe ka-4.
Ngokusekelwe kwiingenelo ezingentla, i-Wi-Fi6 inoluhlu olubanzi lwezicelo zexesha elizayo, ezifana nevidiyo ye-VR yelifu/ukusasazwa bukhoma, okuvumela abasebenzisi ukuba babe namava okuntywilisela; ukufunda ngokude, ukuxhasa ukufunda okukwi-intanethi kwiklasi ebonakalayo; ikhaya elikrelekrele, iinkonzo zokwenza izinto ngokuzenzekelayo kwi-Intanethi yezinto; imidlalo yexesha langempela, njl.
Ngokwedatha ye-IDC, i-Wi-Fi6 yaqala ukubonakala ngokulandelelana kwabanye abavelisi abaphambili kwikota yesithathu ka-2019, kwaye kulindeleke ukuba ithathe i-90% yemarike yenethiwekhi engenazingcingo ngo-2023. Kuqikelelwa ukuba i-90% yamashishini aza kusebenzisa i-Wi-Fi6 kunyeIi-routers ze-Wi-Fi6Ixabiso lemveliso kulindeleke ukuba ligcine izinga lokukhula elidibeneyo le-114% lize lifikelele kwi-US$5.22 yezigidigidi ngo-2023.
Ukuthunyelwa kweebhokisi ze-set-top kwihlabathi liphela kuya kufikelela kwiiyunithi ezingama-337 ezigidi
Iibhokisi ze-set-top zitshintshe indlela abasebenzisi basekhaya abafikelela ngayo kumxholo weendaba zedijithali kunye neenkonzo zokuzonwabisa. Le teknoloji isebenzisa iziseko zophuhliso zenethiwekhi ye-telecom broadband kunye neeTV njengee-terminals zokubonisa ukubonelela ngamava abandakanyayo angenamsebenzi. Ngenkqubo yokusebenza ekrelekrele kunye nobuchule bokwandisa usetyenziso, ibhokisi ye-set-top inemisebenzi eyahlukeneyo kwaye inokwenziwa ngokwezifiso ngokwezinto ezikhethwa ngumsebenzisi kunye neemfuno zakhe. Enye yezona zibonelelo ziphambili zebhokisi ye-set-top linani elikhulu leenkonzo ze-multimedia ezisebenzisanayo ezibonelelayo.
Ukususela kwiTV ebukhoma, ukurekhoda, ividiyo xa ifunwa, ukukhangela kwiwebhu kunye nemfundo ekwi-intanethi ukuya kumculo okwi-intanethi, ukuthenga kunye nokudlala imidlalo, abasebenzisi abanazo iindlela ezininzi zokukhetha. Ngokuthandwa okukhulayo kweeTV ezikrelekrele kunye nokuthandwa okukhulayo kweendlela zokusasaza ezikumgangatho ophezulu, imfuno yeebhokisi ze-set-top iyaqhubeka nokunyuka, ifikelela kumanqanaba angazange abonwe ngaphambili. Ngokwezibalo ezikhutshwe yiGrand View Research, ukuthunyelwa kweebhokisi ze-set-top kwihlabathi liphela kuqhubeke nokukhula okuzinzileyo kule minyaka idlulileyo.
Ngowama-2017, ukuthunyelwa kweebhokisi ze-set-top kwihlabathi jikelele bekuziiyunithi ezingama-315 ezigidi, nto leyo eya kwanda iye kwiiyunithi ezingama-331 ezigidi ngo-2020. Ukulandela le ndlela inyukayo, ukuthunyelwa okutsha kweebhokisi ze-set-top kulindeleke ukuba kufike kwiiyunithi ezingama-337 kwaye kufike kwiiyunithi ezi-1 ezigidi ngo-2022, nto leyo ebonisa imfuno engapheliyo yale teknoloji. Njengoko iteknoloji iqhubeka nokukhula, kulindeleke ukuba iibhokisi ze-set-top zibe phambili ngakumbi, zibonelele abasebenzisi ngeenkonzo namava angcono. Ikamva leebhokisi ze-set-top ngokungathandabuzekiyo liqaqambile, kwaye ngenxa yemfuno ekhulayo yomxholo we-multimedia yedijithali kunye neenkonzo zokuzonwabisa, le teknoloji kulindeleke ukuba idlale indima enkulu ekubumbeni indlela esifikelela kwaye sisebenzise ngayo umxholo wemidiya yedijithali.
Iziko ledatha lehlabathi liphela lijongene notshintsho olutsha
Ngokufika kwexesha le-5G, izinga lokudluliselwa kwedatha kunye nomgangatho wokudluliselwa kwedatha uphuculwe kakhulu, kwaye amandla okudluliselwa kwedatha kunye nokugcinwa kwayo kwiindawo ezifana nevidiyo/ukusasazwa bukhoma okunentsingiselo ephezulu, i-VR/AR, ikhaya elikrelekrele, imfundo ekrelekrele, unyango olukrelekrele, kunye nothutho olukrelekrele luye lwanda kakhulu. Ubungakanani bedatha bunyuke ngakumbi, kwaye umjikelo omtsha wotshintsho kumaziko edatha ukhawuleza ngendlela ebanzi.
Ngokwe-"Data Center White Paper (2020)" ekhutshwe yi-China Academy of Information and Communications Technology, ekupheleni kuka-2019, inani lilonke lee-data center rack ezisetyenziswayo e-China lifikelele kwi-3.15 yezigidi, kunye nomyinge wokukhula konyaka ongaphezulu kwe-30% kwiminyaka emihlanu edlulileyo. Ukukhula kuyakhawuleza, inani lidlula i-250, kwaye ubungakanani be-rack bufikelela kwi-2.37 yezigidi, okungaphezulu kwe-70%; kukho amaziko edatha amakhulu nangaphezulu angaphezu kwe-180 akhiwayo,
Ngowama-2019, ingeniso yemarike yeshishini laseTshayina i-IDC (i-Internet Digital Center) ifikelele kwi-87.8 yeebhiliyoni zeerandi zeerandi, kunye nesantya sokukhula esidibeneyo esimalunga ne-26% kwiminyaka emithathu edlulileyo, kwaye kulindeleke ukuba iqhubeke nokukhula ngokukhawuleza kwixesha elizayo.
Ngokwesakhiwo seziko ledatha, iswitshi idlala indima ebalulekileyo kwinkqubo, kwaye i-network transformer ithatha imisebenzi ye-interface yokudlulisa idatha yeswitshi kunye nokucubungula ingxolo. Iqhutywa kukwakhiwa kwenethiwekhi yonxibelelwano kunye nokukhula kwetrafikhi, ukuthunyelwa kweswitshi kwihlabathi liphela kunye nobukhulu bemarike kugcine ukukhula ngokukhawuleza.
Ngokwengxelo ye-"Global Ethernet Switch Router Market Report" ekhutshwe yi-IDC, ngo-2019, ingeniso iyonke yemarike yehlabathi ye-Ethernet switch yayiyi-US $28.8 yeebhiliyoni, ukunyuka konyaka nonyaka kwe-2.3%. Kwixesha elizayo, ubungakanani bemarike yehlabathi yezixhobo zenethiwekhi buza kunyuka ngokubanzi, kwaye iiswitshi kunye neemveliso ezingenazingcingo ziya kuba zizinto eziphambili eziqhuba ukukhula kwemarike.
Ngokwendlela yoyilo, iiseva zeziko ledatha zinokwahlulwa zibe ziiseva ze-X86 kunye neeseva ezingezizo ze-X86, apho i-X86 isetyenziswa kakhulu kwiinkampani ezincinci neziphakathi kunye neenkampani ezingabalulekanga kangako.
Ngokwedatha ekhutshwe yi-IDC, ukuthunyelwa kweseva ye-X86 eTshayina ngo-2019 bekumalunga neeyunithi ezi-3.1775 yezigidi. I-IDC iqikelela ukuba ukuthunyelwa kweseva ye-X86 eTshayina kuya kufikelela kwiiyunithi ezi-4.6365 yezigidi ngo-2024, kwaye izinga lokukhula konyaka elidibeneyo phakathi ko-2021 no-2024 liya kufikelela kwi-8.93%, nto leyo ehambelana nezinga lokukhula kokuthunyelwa kweseva kwihlabathi liphela.
Ngokwedatha ye-IDC, ukuthunyelwa kweseva ye-X86 yaseTshayina ngo-2020 kuya kuba ziiyunithi ezizizigidi eziyi-3.4393, nto leyo iphezulu kunokuba bekulindelwe, kwaye izinga lokukhula lilonke liphezulu. Iseva inenani elikhulu lee-interfaces zokudlulisa idatha yenethiwekhi, kwaye i-interface nganye ifuna i-transformer yenethiwekhi, ngoko ke imfuno yee-transformers zenethiwekhi iyanda ngokwanda kweeseva.
Ixesha lokuthumela: Matshi-28-2023