I-China iKenya lezimali zeMali yaMazwe ngaMazwe avele ichaze ukuba umhlaba wonkeI-Optical Dolceiver Intengiso iqinisekisiwe ukuba ifikelele ngaphezulu kwe-USD 10 yeebhiliyoni ngonyaka wama-2021, kunye ne-accounting yentengiso yasekhaya ngaphezulu kweepesenti ezingama-50. Ngo-2022, ukuthunyelwa kwe-400gI-Optical Dolceivers kwisikali esikhulu kunye nonyuso olukhawulezileyo kumthamo wama-800gI-Optical DolceiverIzibongo zilindelwe, kunye nokukhula okuqhubekayo kwimfuno yemveliso ephezulu ye-chip. Ukongeza, ngokutsho kwe-omdia, indawo yentengiso yee-chips ze-chips ezisetyenziswa kwi-25g kunye nexabiso elingaphezuluI-Optical Dolceivers isekwe ukuba inyukele kwi-USD 1.356 yezigidigidi ngo-2019 kwi-USD 4.340 yezigidi ezili-20 ukuya kwe-2025, eqikelelwa kwinqanaba le-21.40 pesenti.
Ukujonga ukukhula kwemfuno yee-chips ze-chipsical ukusuka kwi meko yeI-Optical Dolceiver ishishini.
Ikhanyini lezibane eqikelela ukuba imakethi yentengiso yehlabathi yehlabathi iya kukhula nge-4.34% ngonyaka wama-2023, ngenqanaba lokukhula minyaka le le-11.43% ukusuka kwi-2024 ukuya kwi-2027.
Ngokutsho kwetyala le-CICC, ubungakanani bentengiso yehlabathi yee-chips ze-chips zonxibelelwano lwe-2021 kulindeleke ukuba zibe yibhiliyoni ezili-14.67 bhiliyoni yuan. Ubungakanani bentengiso ye-2.5g, i-10g, i-25g kunye ne-chipcal chips yi-Yuan, i-2.747 bhiliyoni yuan, kunye ne-10.755 yezigidigidi yuan ngokwahlukeneyo. I-OMDIA iqikelela ukuba ubungakanani beentengiso bungaphezulu kwe-25g kwaye ngaphezulu kweemodyuli ze-tical kwi-2021 iya kuba yi-1.913 bhiliyoni yeedola zaseMelika.
Ngokusekwe kule datha, kuqikelelwa ukuba imakethi yonxibelelwano lwehlabathi iya kunika i-18-20% yemarike yemodyuli yemodyuli yemodyuli ye-1821. Imakethi ye-chip ehambelana nayo ibalwa ngokusekwe kwi-18% yemarike ephezulu yemodyuli.
Okwangoku, uninzi loTrans Cerceives ngolwakhiwo lwemveliso evuthiweyo, lwamkela isakhiwo se-PSM4 okanye i-CWDM4. I-chipsical chips ye-10G kwaye ngaphantsi kwe-2G, i-10G, kunye neemodyuli ezingama-40g. Ngokwedatha yemozulu ye-Fightcount, inqanawa ye-1G, i-10g, kunye neemodyuli zonxibelelwano zedijithali ze-US, ukuya kwi-74 yezigidi ze-US $ 20 yezigidi ngonyaka wama-2027.
Indawo yenethiwekhi yenethiwekhi yedatha igqitha kwinkqubo ye-10G / ye-40G ye-40G ye-40G. Uninzi lweenkampani ze-Intanethi zisebenza kwi-25G / 100G i-clos yoyilo, ngelixa iinkampani zaseMntla Merican ziguqulela kwi-100G / 400G I-Adds kunye ne-800G yoyilo. Iimodyuli zedijithali ezihamba ngesantya esiphezulu kwi-100G-800G ikakhulu isebenzisa i-DFB kunye ne-EML Laser Chips, kunye nenqanaba leBaud yi-25g, i-56g. Uninzi lweemveliso zemodyuli ye-800g yohambo yemodyuli ekhoyo kwintengiso yamkela i-8 * 100G ye-100G ye-56G ye-EML ye-EML
Idatha yesimo sezulu ibonisa ukuba ukuthunyelwa kweemodyuli zemodyuli ezisebenza nge-25g, i-100g, i-400g i-725G iyokukhulisa i-USD 4.37G i-52G yonyaka ..31%. Ubungakanani beMakethi ye-chip ehambelana nayo kulindeleke ukuba bakhule ukusuka kwi-US $ 890 yezigidi kwi-US $ 1.453 yezigidigidi.
Ngaphandle kwe-wirelessumva-haul I-10G Ibango liyazinza, i-25g i-25g ikhula
Ukusukela nge-20 kaNovemba 2022, iziseko zophuhliso ze-China ezi-5G zifikelele kwinqanaba elibalulekileyo, nezigidi ezingama-2.287 ezizigidi ezili-2287 iziseko ezikwizwe lonke. Nangona inqanaba lokukhula kolwakhiwo lwesikhululo seSitishi liye lacothisile, idatha ibonisa ukuba ngokuphuculwa okuqhubekayo kokungeniswa kwezicelo, imfuno yokwandiswa kwe-midhaul kunye ne-backchaul network inyuka. Nangona iimodyuli zemodyuli ye-GATE kunye ne-25g ye-25G yaphela ukusuka kwi-2022 ukuya kwi-2027, kulindeleke ukuba imodyuli yentengiso ye-wireless ye-Wireless iya kuphucuka kwe-202 ngaphezulu kwemodyuli ngaphezulu kwe-50g iya kuqala ukusasazwa kwiibatch. Iingcali zeShishini zikholelwa ukuba iimodyuli ze-50G kunye ne-100g zingakwazi ukuqhuba imakethi ye-52 kude kube nge-52 yezigidi zeemodyuli eziphakathi kwe-52 yezigidi ze-5G kuya kulindeleka ukuba zinyuswe ukusuka kwi-2.1 yezigidi kwi-2022 ukuya kwi-3.06 yezigidi Iiyunithi ngonyaka wama-2027, nge-quagr yeminyaka emihlanu ye-7.68%. Imfuno ekhulayo yemakethi kulindeleke ukuba zizinzise i-10G kunye nezantsi kwimarike yemodyuli yemodyuli ye- $ 90 yezigidi, kwaye imakethi ye-chip ehambelana ne-chip iqikelelwa kwi- $ 18.1 yezigidi. Kwintengiso ephakathi neye-backhalaul, imfuno ye-25g, i-100g, kunye neemodyuli ze-5G kulindeleke ukuba zihlale zisiya kwi-202 yezigidi zeemodyuli ze-US $ 1727. Imakethi ehambelana ne-chip ehambelana nayo ikwalindeleke ukuba ikhule malunga ne- $ 21 yezigidi ukuya kwi-34 yezigidi yezigidi.
Ukufikelela kwi-10G pon i-10G pon iyaqhubeka ukukhula
Isicwangciso seminyaka emihlanu seminyaka emihlanu yeminyaka emihlanu yeminyaka emihlanu ye-InfocomM ibeka iithagethi ezijolise kwiziseko zedijithali zelizwe. Ngeli xesha, urhulumente uceba ukuhambisa inethiwekhi ye-gigabit fiber optic ukukhawulezisa ukwakhiwa kwe "Gigatit Jitie" kwaye kwandise ukugubungela inethiwekhi yeGigabit kwilizwe liphela. Ekupheleni kuka-2022, iinkampani ezintathu ezisisiseko zonxibelelwano zilindele ukuba inani lilonke labasebenzisi abasigxina kwi-intanethi abakwiipesenti ezingama-590. Phakathi kwazo, iqondo lokufikelela le-100Mbps kwaye ngaphezulu yayizizigidi ezingama-554, ukunyuka kwezigidi ezingama-5543 kunyaka ophelileyo. Kwangelo xesha, inani labasebenzisi bokufikelela ngenqanaba le-1000 MBPs kwaye ngaphezulu kwe-917,5 yezigidi, ukunyuka kwezigidi ezingama-57.16 kunyaka ophelileyo. Ngaphandle kwale nkqubela, kusekho indawo yokuphucula, kunye ne-Gigabit Blisher Premination Panet kuphela i-15.6% ukuphela kuka-2022. Ukuza kuthi ga ngoku, urhulumente ukhuthaza ukwakhiwa kweenethiwekhi ze-10G kunye neendawo eziphambili. Idolophu, egxile ekupheliseni ukugubungela. NgoDisemba wama-2022, inani lezibuko le-10G pon kunye nezakhono zenethiwekhi ze-Gigabit ziya kufikelela kwi-15.23 yezigidi, ezigubungela ngaphezulu kwamakhaya azizigidi ezingama-500 kwilizwe liphela. Oku kwenza umlinganiso wenethiwekhi ye-chigabit ye-chigabit kunye nenqanaba lokugubungela phakathi kwelona liphezulu emhlabeni. Ukujonga phambili, imakethi ye-Pon iya kuqhubeka nokuphuhlisa, kwaye ilula kakhulu i-lestracts ethunyelwaPonI-Tracelical Devecelives ngaphantsi kwe-10G iya kuhla kwe-2022. Ngokwahlukileyo, ukuhanjiswa kwezigidi ezingama-10g kwizigidi ezingama-2022 kunye ne-53 yezigidi ezingama-22.07%. Nangona ubungakanani bentengiso ye-10G yeemodyuli ziya kuhla kwe-piak yayo ngo-2022, imakethi ye-chip ehambelana nayo iya kuhla kwi-US $ 141.4 yezigidi kwi-US $ 57 yezigidi zeedola. Ukujonga phambili, i-25g pon kunye ne-50G pon kulindeleke ukuba kufezekiswe ukuhanjiswa kwamancinci ngonyaka wama-2024, kulandelwa kukuhanjiswa okukhulu kwiminyaka elandelayo. Kuqikelelwa ukuba ubungakanani bentengiso ye-25g kwaye ngaphezulu kweemodyuli ze-pon kwaye ziya kudlula kwii-200 zeedola zaseMelika ngonyaka wama-2025, kunye nemakethi ye-chip ehambelana nayo iya kufikelela kwiidola ezingama-40 zeedola zaseMelika. Ngokubanzi, iziseko zophuhliso ze-China ze-China ziya kuqhubeka nokukhula nokukhula kwiminyaka ezayo.
Ixesha lasemva: Mar-22-2023