Ubuchwepheshe be-AI bubangela ukwanda kwesidingo samamojula we-optical speed

Eminyakeni yamuva nje, ngokuthuthuka okusheshayo kobuchwepheshe be-AI, izinkampani zemojula ye-optical zibonise umkhuba wokwanda okusheshayo, okuqhubekisele ngempumelelo ukukhula okunamandla kwesivinini esikhulu.imodeli ye-opticalimakethe futhi yafaka uchungechunge oluqhubekayo lwamandla namathuba embonini ye-optical module. Njengengxenye eyinhloko yesistimu yokuxhumana ye-optical, amamojula we-Fiber optic adlala indima ebalulekile ekuguqulweni kwe-photoelectric ekudlulisweni kwedatha. Ngokusho kwedatha evela ezikhungweni zocwaningo lwemakethe, imakethe ye-optical transceiver yomhlaba wonke ikhule ngesilinganiso sonyaka esingaphezu kwe-10% eminyakeni yamuva, futhi idlule i-US $ 10 billion ngo-2022. Lokhu kubangelwa ikakhulukazi indima ebalulekile ye-Nvidia, i-Google ne-Amazon's order order.

I-Optical module ukukhula kosayizi wemakethe yomhlaba wonke kanye nezinga lokukhula kusuka ku-2018 kuya ku-2026 (amadola ayizigidi eziyizinkulungwane, %)

Amamojula we-high-speed optical ayizici ezibalulekile ezisetshenziselwa ukuxhumana kwe-optical, ezingafinyelela ukudluliswa kwedatha ngesivinini esikhulu kanye nokuxhumana okude. Ngokuthuthuka okusheshayo kobuchwepheshe bolwazi, isidingo samamojula we-Fiber optic anesivinini esikhulu siyakhula.

Ukuthuthukiswa okusheshayo kobuchwepheshe be-AI kunikeze umfutho onamandla wokucubungula idatha enkulu nokufunda ngomshini. Lezi zinhlelo zokusebenza ezithuthukisiwe zidinga ukucutshungulwa nokuhlaziywa kwenani elikhulu ledatha, futhi ukudluliswa nokugcinwa kwedatha akukwazi ukuhlukaniswa nokusekelwa kwamamojula we-Fiber optic anesivinini esikhulu futhi azinzile. Ngokuthuthuka okuqhubekayo kobuchwepheshe be-AI, isidingo sezinga lokudluliswa kwedatha kanye nomkhawulokudonsa nakho kuyakhula, okugqugquzela ngokuqondile ukuthuthukiswa kwe-transceiver enesivinini esikhulu. Ukuze kuhlangatshezwane nezidingo zokudlulisa ngokushesha zedatha enkulu yezinkampani ze-AI, isidingo semakethe sama-transceiver anesivinini esikhulu sikhule kakhulu. Ukwanda okuqhubekayo kwevolumu ye-transceiver enesivinini esikhulu kuye kwabangela ukusebenza kwezinkampani ezifakwe ohlwini lwe-optical module ezingxenyeni ezintathu zokuqala zika-2024 kudlule okulindelekile. Imali engenayo ka-Innolight ibingama-yuan ayizigidi eziyizinkulungwane eziyi-17.313, okuwukukhula konyaka nonyaka ngo-146.26%, futhi inzuzo yayo yonke edalwe yinkampani engumzali ikhuphuke ngo-189.59%; Imali engenayo ye-Eoptolink ibingama-yuan ayizigidi eziyizinkulungwane ezingu-5.13, okuwukukhula konyaka nonyaka ngo-145.82%, futhi inzuzo yayo yonke edalwe inkampani engumzali ikhuphuke ngo-283.20%.

Ukwengeza, inkambiso yokwenza kwasendaweni nayo igqamile embonini yamamojula okukhanya. Ukuphindwa kweimodeli ye-opticalubuchwepheshe buyakhula ngesivinini, izinzuzo zabakhiqizi basekhaya ziyagqanyiswa, futhi umkhuba wokwenziwa kwendawo uya ngokuya uba sobala. Esikhathini esedlule, imakethe yezingxenye eziyinhloko ezifana nama-chip optical asezingeni eliphezulu nama-chips kagesi yayihlala ikakhulukazi abakhiqizi abakhulu bangaphandle. Kodwa-ke, eminyakeni yamuva, izinkampani zasekhaya ziye zaqhubeka nokwandisa ukutshalwa kwezimali ku-R&D futhi zenze impumelelo enkulu emkhakheni wamamojula we-Fiber optic. Phakathi kwabakhiqizi abayishumi abahamba phambili emakethe ye-optical transceiver yomhlaba ngo-2023, kunezinkampani eziyisikhombisa zaseShayina ezihlanganisa i-Innolight.,I-Huawei,I-Accelink,I-Hisense Broadband,I-Eoptolink,I-HGGenuine kanye Nomthombo Wezithombe.

Ngokwezinga lendawo, izinga lendawo lemikhiqizo ephansi engaphansi kwe-10Gb / s yamamojula optical ifinyelele ku-90%, izinga lendawo lemikhiqizo ye-10Gb / s yi-60%, futhi izinga lendawo lemikhiqizo ephezulu kanye nezingxenye ze-25Gb / s nangaphezulu yi-10%. Nakuba izinga lendawo endaweni esezingeni eliphezulu liphansi, lokhu kunikeza indawo enkulu yokukhula kwezinkampani zasekhaya. Izinkampani eziningi zemojula ye-Optical zikhuphule utshalomali lwazo lwe-R&D futhi zafaka ngenkuthalo imigqa yomkhiqizo we-Optical transceiver enesivinini esikhulu ukuze zibambe amathuba emakethe. Njengamanje, i-transceiver yezwe lami ye-400G izuze ukukhiqizwa okuzimele futhi isendaweni ehamba phambili emhlabeni. Iphinde ibe nomthamo othile wokuthumela wemikhiqizo enesivinini esikhulu esingu-800G kanye ne-1.6T. Ngesikhathi esifanayo, izinkampani ezifuywayo nazo zisabalalisa izinkambu zobuchwepheshe eziyinhloko njengama-chips optical asezingeni eliphezulu ukuze kuzuzwe ukushintshwa kwasekhaya.

Ngokombono wezindawo zohlelo lokusebenza, izikhungo zedatha kanye nokwakhiwa kwenethiwekhi ye-5G kuseyimishini ebalulekile yokukhula kwe-optical module. Ngokuphathelene nezikhungo zedatha, ukuvela okuqhubekayo kwezikhungo zedatha ye-ultra-scale-scale, njenge-Amazon, i-Microsoft nezinye izinsizakalo ze-cloud giants ziyaqhubeka nokwandisa izikhungo zedatha emhlabeni jikelele, futhi kunesidingo esinamandla se-transceiver yesivinini esikhulu. Phakathi kwabo, amamojula we-100G optical abe umkhiqizo ojwayelekile wokuxhumana kwangaphakathi ezikhungweni zedatha, futhi isabelo semakethe se-400G Fiber optic modules sikhula unyaka nonyaka. Kulindeleke ukuthi ngo-2025, umkhiqizo we-400G uzobala ngaphezu kwe-30% yokuthunyelwa kwesikhungo sedatha.

Mayelana nokwakhiwa kwenethiwekhi ye-5G, njengoba ukuthengiswa kwe-5G emazweni ahlukahlukene emhlabeni jikelele kuyashesha, ukubekwa okukhulu kweziteshi ze-5G kuye kwaqhuba isidingo se-fronthaul ne-midhaul optical transceiver. Ngokwezibalo, isiteshi sesisekelo se-5G sidinga isilinganiso se-transceiver ye-6-8, okuwukunyuka okuphawulekayo uma kuqhathaniswa nesiteshi sesisekelo se-4G. Njengezwe elihamba phambili ekwakhiweni kwe-5G, izwe lami selakhe iziteshi eziyisisekelo ze-5G ezingaphezu kwezigidi ezingu-3 kusukela ngoJuni 2024, okuhlinzeka izinkampani ezihlobene ngendawo enkulu yemakethe yasekhaya.

Njengengxenye eyinhloko yezinhlelo zokuxhumana zesimanje ze-optical, ukusebenza kwe-high-speed optical module kuthinta ngokuqondile isivinini kanye nekhwalithi yokudluliswa kwedatha. Inkampani yethu izibophezele ekuhlinzekeni ngemikhiqizo ehlukahlukene ye-transceiver optical optical ehlukahlukene, kuhlanganise nemojula eyinhloko ye-transceiver optical esheshayo emakethe, uchungechunge lwe-10G/25G/40G, njll. Ngesikhathi esifanayo, inkampani yethu isizokwethula i-module entsha ye-100Gbps QSFP28 optical. Zinezicaciso zobuchwepheshe ezihamba phambili embonini futhi zingahlangabezana nezidingo zakho ezimweni ezihlukene zohlelo lokusebenza.

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