"Kupikisana kwambiri" ndiyo njira yabwino yowonetsera msika wa zida za Optical Transport DWDM.Ngakhale kuti ndi msika waukulu, wolemera $ 15 biliyoni, pali pafupifupi 20 opanga machitidwe omwe amatenga nawo mbali pogulitsa zida za DWDM ndikupikisana nawo pamsika.Izi zati, 90 peresenti ya msika imagwiridwa ndi ogulitsa asanu ndi awiri okha, kusiya 10 peresenti kwa ogulitsa otsalawo, ndipo ngakhale pakati pa asanu ndi awiri apamwamba, gawo la msika la delta ndi lalikulu-25 peresenti pakati pa wogulitsa wamkulu ndi wamng'ono kwambiri.
Kukula kwamakampani ndi ndalama ndizosiyana kwambiri zomwe zikuwoneka kuti zikugawa msika, pomwe pakati pa ogulitsa apamwamba, kunja kwa FiberHome, onse adayikapo ndalama pakuphatikizana molunjika pazigawo zam'mbali za mzere monga DSP yogwirizana ndi kutsogolo kwa kuwala.Zikuwoneka kuti zilibe kanthu ngati kutsogolo kwamaso kumatengera Silicon Photonics (SiPh) kapena Indium Phosphide (InP) ngakhale akatswiri azamakampani akupitiliza kukangana matekinoloje awiriwa.Chosankha ndi chakuti kampaniyo yapanga teknoloji ya m'nyumba yomwe imasiyanitsa malonda ndi ena, kuchepetsa mtengo wake, ndikupatsa kampani nthawi yabwino yogulitsa.Kuphatikiza apo, popeza pamafunika kuchuluka ndi chuma (ndalama, anthu, ndi luntha) kuti apange zigawozi, kuphatikiza koyima kumabweretsa chotchinga kwa olowa atsopano (ngakhale akale).
Kusintha Kwazinthu Kulipo
Monga mafakitale ambiri, mphamvu yakunja kumakampani a Optical Transport ndikulowa m'malo mwazinthu.Ngakhale kuti kulowetsedwa kwa mankhwala sikunali koopsa m'zaka makumi angapo zapitazo, chifukwa cha phindu lachibadwidwe mu ntchito ndi mtengo wa teknoloji ya DWDM pamodzi ndi zopinga za dongosolo lophatikizira teknoloji ya DWDM papulatifomu yoyandikana nayo, mafunde akuyamba kutembenuka pang'ono. mawonekedwe ang'onoang'ono a mawonekedwe a 400ZR pluggable Optics.Chifukwa cha ma optics atsopanowa opangidwa mu mawonekedwe a QSFP-DD omwe amatha kutumiza mafunde a 400 Gbps mpaka makilomita a 120, tikuyembekezera chidwi chowonjezeka cha IP-over-DWDM (IPoDWDM), yomwe ndi zomangamanga zomwe zimaphatikizapo DWDM. Optics mu Ethernet Switch kapena rauta.Izi, popanda kunena, zidzawonjezera mlingo wa mpikisano mu malo a zida za DWDM monga makasitomala amasankha pakati pa kugwiritsa ntchito DWDM yachikhalidwe kuchokera kwa ogulitsa athu a 20 DWDM kapena dongosolo la IPoDWDM kuchokera kwa ogulitsa ena osintha.(Otsatsa apamwamba a Ethernet Switch ndi Router akuphatikizapo Arista, Cisco, Juniper, ndi Nokia).
Komabe, 400ZR idzapindulitsanso ogulitsa a DWDM opanga.Chifukwa chimodzi ndi chakuti si onse ogwira ntchito omwe angafune kusintha maukonde awo kukhala IPoDWDM ndipo adzasankha kugwiritsa ntchito 400ZR pluggable optics pa dongosolo la DWDM, kusunga mamangidwe a maukonde osasinthika pamene akupindula ndi mtengo wotsika wa 400ZR optics.Koma chifukwa china ndi chakuti 400ZR ndi teknoloji yogwirizana kotero kuti makampani omwe adayikapo teknolojiyi m'zaka khumi zapitazi ali okonzeka kuthana ndi mwayi watsopanowu.Chifukwa chake, opanga ma 400ZR pluggable optics nthawi zambiri amakhala ndi makampani omwe ali ndi mbiri yayitali pakupanga machitidwe ogwirizana a DWDM, monga Ciena, Cisco, ndi Nokia.Huawei akufuna kupanganso 400ZR, koma sitikudziwa ngati zoletsa za US pakampaniyo zichedwetsa ntchitoyi.
Makasitomala Amakonda Ogulitsa M'deralo Akapezeka
Mwanjira zina izi sizakale kapena zatsopano, koma ndikofunikira kunenanso kuti makasitomala amakonda kugula zida kuchokera kwa ogulitsa komweko.Pa tchatichi, msika wapadziko lonse wa zida za DWDM wagawika m'magawo akulu ndi ogulitsa omwe amapereka mdera lomwe laperekedwa.Kukula kwa bokosilo kumasonyeza gawo la ogulitsa m'dera limenelo, ndipo mabokosi amithunzi yobiriwira ndi ogulitsa omwe amaonedwa kuti ndi am'deralo.N'zosadabwitsa kuti m'madera awiri-North America ndi China-komwe kuli anthu ambiri ogulitsa pakhomo, kuchuluka kwa malonda a DWDM kumapita ku makampani apakhomowa.Chifukwa cha kusakanikirana kwakukulu kwa makampani mu "ena," sindinatseke mabokosi amenewo, koma ku North America ndi China ambiri "ena" ndi makampani apakhomo.
Chomwe chingakhale chosangalatsa ndi mabokosi opanda mithunzi.Chifukwa chake ndi chakuti a US atayika zoletsa pa ZTE mu 2018 ndipo posachedwa Huawei, opereka chithandizo m'madera omwe ali ndi mabokosi ambiri osasunthika (omwe si amalonda apakhomo) akukhudzidwa kwambiri ndi zida zothandizira.Chotsatira chake, opereka chithandizo akuyang'ana kuti achepetse chiopsezo pochepetsa kudalira kwa wothandizira m'modzi komanso kuonjezera kulingalira kwa ogulitsa akumeneko.Mwanjira zambiri, izi zidzakhala zabwino kwa makampani ang'onoang'ono omwe ali m'madera akumidzi monga Tejas ku India, Padtec ku CALA, ndi PacketLight ku EMEA.Komabe, m'malo ochepetsera chiopsezo, opereka chithandizo chachikulu apitilizabe kugula zida zambiri kuchokera kwa opanga akuluakulu a DWDM omwe ali ndi sikelo ndi ukadaulo wothandizira ntchito zawo zamtsogolo.
Dynamic State of the Industry
Mwina njira yabwino yofotokozera momwe makampani opanga zida zamagetsi a WDM chaka chino ndi "zamphamvu."Ndikunena izi chifukwa mosiyana ndi m'mbuyomo pamene mphamvu zamakampani zinali zofanana chaka ndi chaka, mphamvu zatsopano zinatuluka mu makampani opanga kuwala chaka chino zomwe zikhoza kukonzanso.Mwachindunji, mphamvu zatsopano zomwe ndikunena ndi kuthekera kwapamwamba kwa kusintha kwazinthu ndi IPoDWDM yothandizidwa ndi 400ZR mu pulagi ya QSFP-DD komanso kusintha kwamakasitomala opangidwa ndi zochita za boma la US kwa opanga aku China zomwe zitha kusintha mawonekedwe ogulitsa m'magawo ena. popita nthawi.
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Nthawi yotumiza: Jul-22-2021