Talu ai nei, o le au gaosi AI e pei o Microsoft ma Google ma le gaosiga o masini eletise e pei o le NVIDIA e masani ona faʻaopoopoina faʻatonuga mo 800G modules optical.O le manaʻoga mo le faʻaogaina o le eletise ua faʻateleina ai le faʻatupulaia vave o le manaʻoga mo masini faʻapipiʻi maualuga, ma o le alamanuia e iai faʻamoemoega lautele.
1. Optical module maketi tele
Optical modules e aofia ai masini optoelectronic, ta'amilosaga fa'atino ma feso'ota'iga mata.Otoelectronic masini e aofia ai le felauaiga ma le mauaina o vaega.Ole tele ole maketi ole maketi ole lalolagi ile 2022 ole a tusa ma le US$9.6 piliona, ole tausaga i lea tausaga e 9.09%.Ole fua ole tuputupu aʻe o le maketi faʻaogaina o le lalolagi e faʻamoemoe e paʻu i le 3.54% i le 2023, ma e faʻamoemoe e sili atu i le US $ 15.6 piliona i le 2027.
2. Optical module maketi fausaga
I le taimi nei, o fa'aoga mata'itusi o le lalolagi e masani lava o fa'amaumauga fa'apipi'i datacom.Datacom fa'apipi'i mata'itusi e aofia ai Ethernet fa'apipi'i fa'apipi'i, feso'ota'iga, ma FibreChannel fa'apipi'i mata'itusi, fa'amauina mo le 67.4% o le aofa'i.Telecom optical modules e maua ai le 32.6%.
3. Tau fa'atusatusaga o modules fa'apitoa
I le tau faʻatulagaina o masini faʻapipiʻi, o masini faʻapipiʻi o se vaega taua o le module optical, faʻamaumauga mo le maualuga maualuga o le tau, faʻamaumauga mo le 37%, aemaise lava TOSA, ROSA ma vaega e aofia ai TOSA ma ROSA, pei ole TO. , wavelength division multiplexer, TO holder, TO cap, isolator, tioata, faamama ma isi mea fa'aoga.E le gata i lea, o le tau o tupe meataalo tuʻufaʻatasia e 22%, o le tau o meataalo mataʻutia e 19%, ma le tau o vaega faʻavae e 11%.
4. Tulaga o matā'upu fa'aoga fa'aoga opitika
I le tulaga o talosaga module optical, o le maketi o fesootaiga o le maketi muamua lea mo fesootaiga opitika, aemaise lava e aofia ai fesootaiga 5G, opitika fiber avanoa, ma isi.o le maketi o feso'ota'iga fa'amatalaga o le maketi televave fa'atupulaia lea mo feso'ota'iga fa'apitoa.E masani lava e aofia ai le cloud computing, tele faʻamatalaga, ma isi, o le tuputupu aʻe o fefaʻatauaʻiga o faʻamatalaga ma faʻamatalaga fefaʻatauaʻiga voluma faʻaosoina manaoga maketi.
O faʻamaumauga o loʻo faʻaalia ai le maketi o fesoʻotaʻiga faʻamatalaga mo le 51% ma le maketi o fesoʻotaʻiga mo le 49%.A'o fa'aauau pea ona fa'atupula'ia le mana'oga faufale mo feso'ota'iga i lalo ole 5G ma nofoaga autu o fa'amaumauga, o le a tele le avanoa maketi i le lumana'i mo masini fa'apitoa i le maketi o feso'otaiga ma fa'amatalaga feso'ota'iga maketi.
5. Fuainumera i luga ole localization fua o modules opitika
O faʻamaumauga o loʻo faʻaalia ai o le faʻaogaina o le faʻaogaina o masini mataʻutia i lalo ifo o le 10Gb / s i loʻu atunuu ua oʻo i le 90%, ma o le numera o le localization o 10Gb / s optical modules o le 60%.E ui o loʻu atunuu o loʻo taʻitaʻia le lalolagi i le taimi nei i le matata o masini faʻapipiʻi, e faʻalagolago i faʻaulufale mai i totonu o le fanua o meataalo mataʻutia, o vaega autu o modules opitika.Ole fua ole localization o masini mata'utia maualuga ma vaega ole 25Gb/s ma luga e matua maualalo lava, na'o le 10%.Optical modules o lo'o gaosia i totonu o le atunu'u.O le faagasologa o suiga e umi se auala e alu ai.
6. Numera o talosaga pateni module opitika
I tausaga talu ai nei, o loʻo faʻaauau pea ona faia e kamupani faʻapipiʻi mataʻutia i totonu o tekinolosi autu autu.O faʻamaumauga o loʻo faʻaalia ai o le numera o talosaga pateni fesoʻotaʻiga faʻapitoa i loʻu atunuu ua faʻatupulaia vave mai le 2018 i le 2021, faʻateleina mai le 3,459 i le 4,634, faʻatasi ai ma le fua faatatau o le tuputupu aʻe faʻaletausaga o le 10.2%.O faʻamaumauga lata mai o loʻo faʻaalia ai o le numera o pateni fesoʻotaʻiga fesoʻotaʻiga i loʻu atunuu i le 2022 e 3,835.
7. Fa'atauvaga fanua
I tausaga talu ai nei, faʻatasi ai ma le televave o le atinaʻeina o fesoʻotaʻiga fesoʻotaʻiga faʻapitoa, o le faʻatauvaʻa o le faʻalapotopotoga faʻapitoa faʻapipiʻi ua faia ni suiga loloto, lea e masani ona faʻaalia ai uiga taua e lua: Mai le vaʻaiga o le filifili pisinisi, o kamupani faʻapipiʻi faʻapipiʻi faʻaauau ona auai i faʻatasiga. ma le mauaina, ma tu'ufa'atasia tu'u sa'o le filifili alamanuia., ua atili fa'atupula'ia le fa'atonuga o alamanuia;mai se vaaiga faʻaitulagi atinaʻe, faʻatasi ai ma le faʻalauteleina o le tamaoaiga ma le televave o le atinaʻeina o fesoʻotaʻiga fesoʻotaʻiga i atunuʻu atinaʻe e pei o Saina, ua faasolosolo malie ona suia e le aufaipisinisi faʻava-o-malo tetele a latou fale gaosi oloa i Saina ma isi atunuu.Faʻatasi ai ma le fesiitaiga o atunuʻu atinaʻe, o le R & D gafatia o kamupani Saina i masini faʻapipiʻi ua vave faʻaleleia, ma ua avea ma malosiaga taua i tauvaga faavaomalo.
Taimi meli: Oke-26-2023