Shiinaha International Finance Securities ayaa dhawaan sheegay in caalamkaTransceiver indhaha suuqa ayaa la saadaalinayaa inuu gaaro in ka badan USD 10 bilyan marka la gaaro 2021, iyadoo suuqa gudaha uu ka yahay in ka badan 50 boqolkiiba.Sannadka 2022, waxa la geynayaa 400GTransceiver indhahas baaxad weyn iyo koror degdeg ah oo mugga 800GTransceiver indhahas ayaa la filayaa, oo ay la socoto koritaanka joogtada ah ee baahida loo qabo alaabta chip indhaha ee xawaaraha sare leh.Intaa waxaa dheer, sida laga soo xigtay Omdia, booska suuqa ee chips-ka indhaha ee loo isticmaalo 25G iyo ka sarreeyaTransceiver indhahas ayaa lagu wadaa inuu ka kordho USD 1.356 bilyan sanadka 2019 ilaa USD 4.340 bilyan sanadka 2025, iyadoo lagu qiyaasay kobaca sanadlaha ee isku dhafan ee 21.40 boqolkiiba.
Raadinta koritaanka baahida loo qabo chips indhaha ka saadaasha eeTransceiver indhaha warshadaha.
LightCounting wuxuu saadaaliyay in suuqa transceiver indhaha ee caalamiga ah uu kori doono 4.34% sanadka 2023, iyadoo kobaca sanadlaha ah ee isku dhafan uu yahay 11.43% laga bilaabo 2024 ilaa 2027.
Marka loo eego credit of CICC, cabbirka suuqa caalamiga ah ee chips indhaha ee isgaarsiinta indhaha ee 2021 ayaa la filayaa inuu noqdo 14.67 bilyan yuan.Cabbirrada suuqa ee 2.5G, 10G, 25G iyo wixii ka sarreeya chips indhaha waa 1.167 bilyan yuan, 2.748 bilyan yuan, iyo 10.755 bilyan yuan siday u kala horreeyaan.Omdia waxay saadaalisay in guud ahaan cabbirka suuqa ee chips-yada loo isticmaalo 25G iyo wixii ka sarreeya modules-yada indhaha ee 2021 ay noqon doonaan 1.913 bilyan oo doolarka Mareykanka ah, ama qiyaastii 13 bilyan yuan.
Iyada oo ku saleysan xogtan, waxaa lagu qiyaasaa in suuqa isgaadhsiinta indhaha ee caalamiga ah uu ku xisaabtami doono 18-20% suuqa moduleka indhaha sanadka 2021. Cabbirka suuqa chip-ka indhaha ee u dhigma waxaa lagu xisaabiyaa iyadoo lagu salaynayo 18% suuqa moduleka indhaha ee dhamaadka-hoose. iyo 20% ee suuqa-dhamaadka sare.
Waqtigan xaadirka ah, badiyaa transceivers indhaha leh qaab-dhismeedka alaabta qaangaarka ah waxay qaataan qaab dhismeedka afarta kanaal ee PSM4 ama CWDM4.Chips-yada indhaha ee 10G iyo kuwa ka hooseeya ayaa qiyaas ahaan u dhigma 1G, 10G, iyo 40G modules indhaha.Marka loo eego xogta saadaasha ee LightCounting, shixnadaha 1G, 10G, iyo 40G qalabka isgaadhsiinta dhijitaalka ah waxay bilaabi doonaan inay hoos u dhacaan laga bilaabo 2023, taasoo keentay hoos u dhac ku yimid cabbirka suuqa oo ka ahaa 614 milyan US dollar 2022 ilaa 150 milyan oo doolarka Maraykanka ah 2027 Qaadashada 18% oo ah saamiga, cabbirka suuqa loo yaqaan 'chip optical' ayaa la filayaa inuu hoos uga dhaco US $ 111 milyan sanadka 2022 ilaa US $ 27 milyan sanadka 2027.
Qaab dhismeedka shabakadda xarunta xogta ayaa dhaaftay nidaamka 10G/40G CLOS ee duugoobay.Inta badan shirkadaha internetka ee gudaha waxay ku shaqeeyaan qaab dhismeedka 25G/100G CLOS, halka shirkadaha Waqooyiga Ameerika ay u gudbayaan 100G/400G CLOS oo horumarsan iyo naqshadaha shabakada 800G.Qaybaha indhaha ee xawaaraha sare leh ee u dhexeeya 100G-800G waxay inta badan isticmaalaan DFB iyo EML chips laser, iyo heerka baudku waa 25G, 53G, 56G.Inta badan alaabada moduleka indhaha ee 800G ee hadda suuqa ku jira waxay qaataan qaab dhismeedka 8*100G waxayna adeegsadaan sideed 56G EML PAM4 chips indhaha.
Xogta saadaasha LightCounting waxay muujineysaa in shixnadaha qalabka indhaha ee ka shaqeeya 25G, 100G, 400G iyo 800G ay sii wadi doonaan inay koraan laga bilaabo 2023 ilaa 2027. Inta lagu jiro muddadan, cabbirka suuqa ayaa la filayaa inuu ka kordho USD 4.450 bilyan ilaa USD 5 bilyan sanadka 2022. Waxay noqon doontaa US $ 7.269 bilyan sanadka 2027, 5-sano oo cajiib ah heerka kobaca sanadlaha ah ee 10.31%.Cabbirka suuqa chip-ka indhaha ee u dhigma ayaa sidoo kale la filayaa inuu ka koco US$890 milyan ilaa US$1.453 bilyan.
Wirelessdib-u-celinta Baahida 10G waa mid deggan, baahida 25G ayaa sii kordheysa
Laga bilaabo Noofambar 2022, kaabayaasha 5G ee Shiinaha waxa ay gaadheen heer aad u wanaagsan, iyada oo 2.287 milyan saldhigyo la dhigay dalka oo dhan.Inkasta oo heerka kobaca dhismaha saldhigga saldhigga uu hoos u dhacay, xogtu waxay muujineysaa in iyadoo la sii wanaajinayo dhexgalka 5G iyo kobcinta codsiyada, baahida loo qabo ballaarinta shabakadaha dhexe ee wireless iyo dib-u-hawlgalka ayaa kor u kacaya.In kasta oo shixnadaha 10G iyo 25G ee caalamiga ah ay hoos u dhacayeen laga bilaabo 2022 ilaa 2027, waxaa la filayaa in cabbirka suuqa ee unugyada hore ee indhaha ee wireless-ku uu fiicnaan doono 2026, marka modules-yada indhaha ee ka sarreeya 50G la bilaabi doono in la geeyo dufcadaha.Khubarada warshaduhu waxay aaminsan yihiin in 50G iyo 100G modules indhaha laga yaabo inaysan kicin dib u soo celinta suuqa hore ee 5G ilaa 2026, halka 25G iyo wixii ka sareeya 5G modules indhaha hore la filayo inay dejiyaan $ 420 milyan inta u dhaxaysa 2023 iyo 2025. Sida baahida gaadiidka 5G ay sii socoto koray, shixnadaha 5G badhtamaha iyo 10G transceivers indhaha ayaa la filayaa inay ka korodho 2.1 milyan unug sanadka 2022 ilaa 3.06 milyan unug sanadka 2027, oo leh shan sano CAGR oo ah 7.68%.Baahida suuqa ee sii kordheysa ayaa la filayaa inay dejiso 10G iyo ka hooseeya suuqa moduleka indhaha oo ah $90 milyan, suuqa chip-ka indhaha ee u dhigma ayaa lagu qiyaasaa ku dhawaad $18.1 milyan.Suuqa dhexe iyo kan dambe, baahida loo qabo 25G, 100G, iyo 200G modules indhaha ayaa la filayaa inay sii wadaan koboc degdeg ah laga bilaabo 2023, iyo cabbirka suuqa ee 25G iyo wixii ka sareeya qaybaha dhexe iyo dib-u-hawlgalayaasha indhaha ayaa la filayaa inay ka korodho US $ 103 milyan sanadka 2022 ilaa US$171 milyan sanadka 2027. Heerka kobaca sanadlaha ee isku xidhan waa 10.73%.Suuqa chip-ka indhaha ee u dhigma ayaa sidoo kale la filayaa inuu ka fido ku dhawaad $21 milyan ilaa $34 milyan.
Helitaanka fiilada ah ee 10G PON baahida ayaa sii socota inay koraan
Qorshaha shanta sano ee Shiinaha ee 14aad ee warshadaha infocomm ayaa dejinaya yoolal hammi ah kaabayaasha dhijitaalka ah ee dalka.Inta lagu jiro muddadan, dawladdu waxay qorsheyneysaa in ay geyso gigabit fiber optic network si loo dedejiyo dhismaha "magaalooyinka gigabit" iyo ballaarinta shabakadaha gigabit ee dalka oo dhan.Dhamaadka 2022, saddexda shirkadood ee isgaarsiinta aasaasiga ah waxay filayaan in tirada guud ee isticmaalayaasha internetka ee go'an ay gaaraan 590 milyan.Waxaa ka mid ah, heerka gelitaanka 100Mbps iyo wixii ka sareeya wuxuu ahaa 554 milyan, koror ah 55.13 milyan sanadkii hore.Isla mar ahaantaana, tirada isticmaaleyaasha ee leh heerka 1000 Mbps iyo in ka badan ayaa gaadhay 917.5 milyan, korodhka 57.16 milyan sannadkii hore.In kasta oo ay jiraan horumarradaas, haddana waxaa jira boos horumar ah, iyada oo gelitaanka macaamiisha Gigabit la filayo in ay noqoto 15.6% kaliya dhamaadka 2022. Si taas loo gaaro, dawladdu waxay kor u qaadaysaa dhismaha shabakadaha 10G-PON ee magaalooyinka iyo meelaha muhiimka ah.magaalada, oo diiradda saaraya ballaarinta caymiska.Diseembar 2022, tirada dekedaha 10G PON ee leh awoodda adeegga shabakadda Gigabit waxay gaari doontaa 15.23 milyan, oo daboolaya in ka badan 500 milyan oo qoys oo dalka oo dhan ah.Tani waxay ka dhigaysaa heerka shabakadda Gigabit ee Shiinaha ee heerka ugu sarreeya adduunka.Marka la eego, suuqa PON wuxuu sii wadi doonaa inuu horumariyo, LightCounting wuxuu saadaaliyay in shixnadahaPONtransceivers indhaha ee ka hooseeya 10G ayaa hoos u dhici doona laga bilaabo 2022. Taas bedelkeeda, shixnadaha 10G PON ayaa la filayaa inay si degdeg ah u koraan, iyagoo gaaraya 26.9 milyan unug 2022 iyo 73 milyan unug sanadka 2027, oo leh CAGR shan sano ah 22.07%.In kasta oo cabbirka suuqa ee 10G modules-yada indhaha uu hoos uga dhici doono heerkiisa ugu sarreeya 2022, suuqa chip-ka indhaha ee u dhigma ayaa sidoo kale hoos uga dhici doona US $ 141.4 milyan ilaa US $ 57 milyan.Iyadoo horay loo eegayo, 25G PON iyo 50G PON ayaa la filayaa inay gaadhaan hawlgelin yar 2024, oo ay ku xigto hawlgelin ballaaran sanadaha soo socda.Waxaa lagu qiyaasaa in cabbirka suuqa ee 25G iyo in ka badan PON modules-yada indhaha uu dhaafi doono 200 milyan oo doolarka Mareykanka ah sanadka 2025, suuqa chip-ka indhaha ee u dhigma wuxuu gaari doonaa 40 milyan oo doolarka Mareykanka ah.Guud ahaan, kaabayaasha dhijitaalka ah ee Shiinaha ayaa sii wadi doona inay koraan oo ay koraan sanadaha soo socda.
Waqtiga boostada: Mar-22-2023