Amashanyarazi yo murwego rwohejuru ateganijwe kwihutisha kugurisha

Vuba aha, abakora AI nka Microsoft na Google hamwe n’abakora amashanyarazi ya chip nka NVIDIA bakunze kongeramo ibicuruzwa kuri 800G optique.Isabwa ry'imbaraga zo kubara ryatumye iterambere ryihuta ryibisabwa kuri moderi yo mu rwego rwo hejuru ya optique, kandi inganda zifite icyerekezo kinini.

1. Ingano yisoko nziza

Module nziza igizwe nibikoresho bya optoelectronic, imiyoboro ikora hamwe ninteruro nziza.Ibikoresho bya Optoelectronic birimo kohereza no kwakira ibice.Ingano y’isoko rya optique ku isi mu 2022 izaba hafi miliyari 9.6 z’amadolari y’Amerika, umwaka ushize wiyongera 9.09%.Biteganijwe ko umuvuduko w’isoko ry’isoko rya optique ku isi uteganijwe kugabanuka kugera kuri 3.54% mu 2023, bikaba biteganijwe ko uzarenga miliyari 15.6 z’amadolari ya Amerika mu 2027.

2. Imiterere yisoko nziza

Kugeza ubu, optique yisi yose ni datacom optique module.Datacom optique module irimo Ethernet optique modules, umuhuza, hamwe na optique ya FibreChannel, bingana na 67.4% byuzuye.Itumanaho rya optique rifite 32,6%.

3. Igiciro cyibiciro bya optique

Mu miterere yikiguzi cya moderi optique, ibikoresho bya optique nigice cyingenzi cya module ya optique, ibara igice kinini cyibiciro, bingana na 37%, cyane cyane harimo TOSA, ROSA nibigize bigize TOSA na ROSA, nka TO , uburebure bwumurongo ugabanya multiplexer, TO holder, TO cap, isolator, lens, filter nibindi bikoresho.Byongeye kandi, ikiguzi cya chipi yumuzunguruko ihuriweho igera kuri 22%, igiciro cya chip optique kingana na 19%, naho ibiciro byibice byubatswe bingana na 11%.

4. Ingano ya optique module ikoreshwa

Mu rwego rwa optique module ikoreshwa, isoko ryitumanaho nisoko ryambere ryitumanaho rya optique, cyane cyane itumanaho rya 5G, kubona fibre optique, nibindi. Kubaka imiyoboro yitumanaho bitera isoko ryitumanaho rya optique;isoko ryitumanaho ryamakuru nisoko ryihuta cyane ryitumanaho ryiza.Ahanini harimo kubara ibicu, amakuru manini, nibindi, ubwiyongere bwurugendo rwamakuru hamwe nubunini bwo guhanahana amakuru bituma isoko rikenerwa.

Amakuru yerekana ko isoko ryitumanaho ryamakuru rifite 51% naho isoko ryitumanaho rikaba 49%.Mugihe ibyifuzo byubwubatsi bikenerwa kumurongo wa 5G hamwe nibigo byamakuru bizakomeza kwiyongera, umwanya wigihe kizaza kumasoko ya optique kumasoko yitumanaho nisoko ryitumanaho ryamakuru azaba menshi.

5. Ibarurishamibare ku gipimo cyaho cya optique module

Amakuru yerekana ko igipimo cyaho cya optique ya optique yo munsi ya 10Gb / s mugihugu cyanjye kigeze kuri 90%, naho igipimo cya 10Gb / s optique ni 60%.Nubwo igihugu cyanjye muri iki gihe kiyobora isi mubijyanye na optique ya modul, ishingiye kubitumizwa mu mahanga mu bijyanye na chip optique, ibice by'ibanze bigize modul optique.Igipimo cyibibanza byo murwego rwohejuru rwa optique hamwe nibice bya 25Gb / s no hejuru biri hasi cyane, 10% gusa.Module nziza ikorerwa imbere mu gihugu.Inzira yo guhinduka ifite inzira ndende.

6. Umubare wa optique module ya porogaramu

Mu myaka yashize, amasosiyete yo mu bwoko bwa optique module yo mu gihugu yakomeje gutera intambwe mu ikoranabuhanga ryibanze.Imibare irerekana ko umubare w’ibisabwa mu itumanaho rya optique mu gihugu cyanjye wiyongereye cyane kuva mu 2018 kugeza mu 2021, uva kuri 3,459 ugera kuri 4,634, aho impuzandengo y’ubwiyongere buri mwaka ya 10.2%.Amakuru aheruka kwerekana yerekana ko umubare wogukoresha itumanaho rya optique bijyanye na patenti mugihugu cyanjye muri 2022 ni 3.835.

7. Ahantu nyaburanga

Mu myaka yashize, hamwe niterambere ryihuse ryinganda zitumanaho rya optique, imiterere yapiganwa yinganda za optique ya module yahindutse cyane, igaragaza cyane cyane ibintu bibiri byingenzi biranga: Ukurikije urwego rwinganda, ibigo bya module optique bikomeje kwishora mubikorwa no kugura, no guhuza urwego rwinganda., kwibanda ku nganda byiyongereye;duhereye ku iterambere ry’akarere, hamwe n’ubukungu bw’isi yose hamwe n’iterambere ryihuse ry’inganda zikoresha itumanaho rya optique mu bihugu biri mu nzira y'amajyambere nk'Ubushinwa, abakora inganda mpuzamahanga za optique bahinduye buhoro buhoro ibikorwa byabo byo gukora mu Bushinwa no mu bindi bihugu.Hamwe no kwimura ibihugu bikiri mu nzira y'amajyambere, ubushobozi bwa R&D bwibigo byabashinwa muburyo bwa optique nabwo bwatejwe imbere byihuse, kandi byabaye imbaraga zikomeye mumarushanwa mpuzamahanga.