LightCounting: Urunani rwitumanaho rwitumanaho rwitumanaho rushobora kugabanywamo kabiri

Mu minsi mike ishize, LightCounting yasohoye raporo yayo iheruka kumiterere yinganda zitumanaho nziza.Ikigo cyizera ko urwego rw’itumanaho rukora itumanaho ku isi rushobora kugabanywamo kabiri, kandi ibyinshi mu bikorwa bizakorerwa hanze y’Ubushinwa na Amerika.

Raporo yanagaragaje ko abatanga itumanaho rya optique mu Bushinwa batangiye kohereza bimwe mu bicuruzwa byabo mu bindi bihugu byo muri Aziya, kandi bagakomeza gutanga inkunga ku bakiriya babo muri Amerika mu gihe birinda imisoro y’Amerika.Huawei hamwe n’andi masosiyete menshi yo mu Bushinwa kuri “Urutonde rw’ibikorwa” bashora imari cyane mu guteza imbere urwego rutanga ibikoresho bya optoelectronics.Umwe mu bari mu nganda wabajijwe na LightCounting yagize ati: “Igihugu cyose gikora amasaha yose kugira ngo Huawei igire ibyuma bihagije bya IC.”

Igishushanyo gikurikira cyerekana impinduka murutonde rwa TOP10 rwabatanga module ya optique mumyaka icumi ishize.Kugeza mu mwaka wa 2020, abatanga ibicuruzwa benshi b'Abayapani n'Abanyamerika basohotse ku isoko, kandi urutonde rw'abatanga ibicuruzwa mu Bushinwa ruyobowe na InnoLight Technology rwateye imbere.Kuri ubu urutonde rurimo Cisco, yarangije kugura Acacia mu ntangiriro za 2021 ikanarangiza kugura Luxtera mu myaka mike ishize.Uru rutonde kandi rurimo Huawei, kubera ko LightCounting yahinduye ingamba zisesengura zo gukuramo module yakozwe nabatanga ibikoresho.Huawei na ZTE kuri ubu ni bo bambere batanga amasoko ya 200G CFP2 ihuza DWDM.ZTE iri hafi kwinjira muri 10 ba mbere muri 2020, kandi birashoboka cyane ko yinjira muri 2021.

LightCounting yizera ko Cisco na Huawei zifite ubushobozi bwo gukora imiyoboro ibiri yigenga itanga isoko: imwe ikorerwa mu Bushinwa indi ikorerwa muri Amerika.