Munguva pfupi yapfuura, vagadziri veAI vakadai seMicrosoft neGoogle uye vagadziri vemagetsi chip vakaita seNVIDIA vanogara vachiwedzera maodha e800G optical modules.Iko kudiwa kwesimba remakomputa kwafambisa kukurumidza kukura kwekudiwa kweakakwira-magumo optical modules, uye indasitiri ine tarisiro yakakura.
1. Optical module musika saizi
Optical modules inoumbwa neoptoelectronic madivayiri, anoshanda maseketi uye optical interfaces.Optoelectronic zvishandiso zvinosanganisira kutumira uye kugamuchira zvikamu.Iyo yepasi rose Optical module musika saizi muna 2022 ichave ingangoita US $ 9.6 bhiriyoni, gore-pa-gore kuwedzera kwe9.09%.Kukura kwemusika wepasi rose optical module inotarisirwa kudzikira kusvika pa3.54% muna 2023, uye inotarisirwa kudarika US$15.6 bhiriyoni muna 2027.
2. Optical module musika chimiro
Parizvino, iwo epasi rose optical modules ari kunyanya datacom optical modules.Datacom optical modules inosanganisira Ethernet optical modules, zvibatanidza, uye FibreChannel optical modules, inoverengera 67.4% yehuwandu.Telecom optical modules account ye32.6%.
3. Mutengo wezvikamu zve optical modules
Mumutengo wechimiro che optical modules, optical zvishandiso chikamu chakakosha cheiyo optical module, inoverengera chikamu chepamusoro chemutengo, inoverengera 37%, kunyanya kusanganisira TOSA, ROSA uye zvikamu zvinoumba TOSA neROSA, senge TOSA. , wavelength division multiplexer, TO holder, TO cap, isolator, lens, filter uye zvimwe zvinhu.Pamusoro pezvo, mutengo weakasanganiswa wedunhu machipisi anoita 22%, mutengo weOptical chips account ye19%, uye mutengo weakaunzi zvikamu account ye11%.
4. Chikamu che optical module application minda
Mumunda we optical module applications, misika yekufonera ndiyo yekutanga misika ye optical communications, kunyanya kusanganisira 5G communications, optical fiber access, etc. Kuvakwa kwehutano hwekukurukurirana kunotyaira kudiwa kwemusika wekutaurirana;iyo data yekutaurirana musika ndiyo inokurumidza kukurumidza musika weoptical communications.Kunyanya kusanganisira makore komputa, hombe data, nezvimwe, kukura kwedhata traffic uye data exchange vhoriyamu inotyaira kudiwa kwemusika.
Dhata inoratidza kuti musika wekutaurirana wedhata unoverengera 51% uye musika wekufonera unotora 49%.Sezvo kudiwa kwekuvaka kwekudzika kwe5G network uye nzvimbo dzedata zvicharamba zvichiwedzera, ramangwana remusika nzvimbo yemamodule optical mumusika wekufonera uye musika wekutaurirana data uchave wakakura.
5. Statistics pamusoro penzvimbo yenzvimbo ye optical modules
Dhiyabhorosi inoratidza kuti chiyero chekugadzirisa kwepasi-yekupedzisira optical modules pasi pe10Gb / s munyika yangu yasvika 90%, uye chiyero chekugara che10Gb / s optical modules i60%.Kunyangwe nyika yangu parizvino ichitungamira pasirese mumunda weOptical modules, inotsamira pane inotengeswa kunze kwenyika mumunda we optical chips, izvo zvakakosha zvikamu zve optical modules.Chiyero chekugadzika kwepamusoro-yekupedzisira optical modules uye zvikamu zve 25Gb / s uye pamusoro zvakaderera zvakanyanya, chete 10%.Optical modules inogadzirwa mudzimba.Nzira yekushandura ine nzira yakareba yekufamba.
6. Nhamba ye optical module patent applications
Mumakore achangopfuura, makambani epamba optical module akaenderera mberi nekuita mabhindauko mukiyi yakakosha tekinoroji.Dhata inoratidza kuti nhamba ye optical communication patent application munyika yangu yakakura nekukurumidza kubva muna 2018 kusvika 2021, ichikwira kubva pa3,459 kusvika 4,634, iine avhareji yegore rekukura kwechikamu che10.2%.Iyo yazvino data inoratidza kuti nhamba ye optical-inoenderana-ane hukama patent application munyika yangu muna 2022 i3,835.
7.Competitive landscape
Mumakore achangopfuura, nekukurumidza kukura kweiyo optical communication indasitiri, inokwikwidza mamiriro eiyo optical module indasitiri yakachinja zvakanyanya, izvo zvinonyanya kuratidza maviri makuru maitiro: Kubva pakuona kweiyo indasitiri ketani, optical module makambani anoramba achibatanidzwa mukubatana. uye kutora, uye vertically batanidza indasitiri cheni., kushandiswa kwemaindasitiri kwakawedzera;kubva pamaonero ebudiriro yedunhu, nekudyidzana kwepasi rose kwehupfumi uye kukurumidza kusimukira kweindasitiri yezvekufambiswa kwemashoko munyika dzichiri kusimukira dzakaita seChina, vagadziri vakuru vepasi rese optical module zvishoma nezvishoma vakachinja mabhesi avo ekugadzira kuenda kuChina nedzimwe nyika.Nekutamiswa kwenyika dzichiri kusimukira, kugona kweR&D kwemakambani ekuChina mumamodule optical kwakagadziridzwawo nekukurumidza, uye vakave simba rakakosha mumakwikwi epasi rose.
Nguva yekutumira: Oct-26-2023