Shirkadda Shiinaha ee Maaliyadda Caalamiga ah ayaa dhawaan sheegtay in hay'adaha maaliyadeed ee caalamiga ah ayGudbiye Indhaha ah suuqa waxaa la saadaalinayaa inuu gaari doono in ka badan $10 bilyan marka la gaaro 2021, iyadoo suuqa gudaha uu ka badan yahay 50 boqolkiiba. Sanadka 2022, hirgelinta 400GGudbiye Indhaha ahs oo leh cabbir ballaaran iyo koror degdeg ah oo ku yimid mugga 800GGudbiye Indhaha ahs ayaa la filayaa, iyadoo ay weheliso koror sii socda oo ku yimaada baahida loo qabo alaabada chip-ka indhaha ee xawaaraha sare leh. Intaa waxaa dheer, sida laga soo xigtay Omdia, booska suuqa ee chips-ka indhaha ee loo isticmaalo 25G iyo heerka ka sarreeyaGudbiye Indhaha ahs ayaa lagu wadaa inay ka korodho USD 1.356 bilyan sanadka 2019 ilaa USD 4.340 bilyan sanadka 2025, iyadoo lagu qiyaasay heerka kobaca sanadlaha ah ee isku-dhafka ah inuu yahay 21.40 boqolkiiba.
Marka la eego kobaca baahida loo qabo jajabyada indhaha laga soo bilaabo saadaashaGudbiye Indhaha ah warshadaha.
LightCounting waxay saadaalineysaa in suuqa caalamiga ah ee gudbiyaha indhaha uu kori doono 4.34% sanadka 2023, iyadoo heerka kobaca sanadlaha ah uu yahay 11.43% laga bilaabo 2024 ilaa 2027.
Sida laga soo xigtay CICC, cabbirka suuqa adduunka ee jajabyada indhaha ee isgaarsiinta indhaha sanadka 2021 ayaa la filayaa inuu noqdo 14.67 bilyan oo yuan. Cabbirka suuqa ee jajabyada indhaha ee 2.5G, 10G, 25G iyo wixii ka sareeya waa 1.167 bilyan oo yuan, 2.748 bilyan oo yuan, iyo 10.755 bilyan oo yuan siday u kala horreeyaan. Omdia waxay saadaalineysaa in cabbirka guud ee suuqa ee jajabyada indhaha ee loo isticmaalo 25G iyo wixii ka sareeya modules-ka indhaha ee sanadka 2021 uu noqon doono 1.913 bilyan oo doolarka Mareykanka ah, ama qiyaastii 13 bilyan oo yuan.
Iyada oo lagu saleynayo xogtan, waxaa lagu qiyaasaa in suuqa caalamiga ah ee qalabka isgaarsiinta indhaha uu ka koobnaan doono 18-20% suuqa qalabka indhaha sanadka 2021. Cabbirka suuqa qalabka indhaha ee u dhigma waxaa lagu xisaabiyaa iyadoo lagu saleynayo 18% suuqa module-ka indhaha ee heerka hoose iyo 20% suuqa heerka sare ah.
Waqtigan xaadirka ah, inta badan qalabka wax lagu qaado ee indhaha ee leh qaab-dhismeedka badeecadaha bislaaday waxay qaataan qaab-dhismeedka afar-kanaal ee PSM4 ama CWDM4. Chips-ka indhaha ee 10G iyo ka hooseeya waxay qiyaastii u dhigmaan modules-ka indhaha ee 1G, 10G, iyo 40G. Sida laga soo xigtay xogta saadaasha ee LightCounting, shixnadaha modules-ka isgaarsiinta dhijitaalka ah ee 1G, 10G, iyo 40G ayaa bilaabi doona inay hoos u dhacaan laga bilaabo 2023, taasoo keentay hoos u dhac ku yimaada cabbirka suuqa laga bilaabo 614 milyan oo doolarka Mareykanka ah sannadkii 2022 ilaa 150 milyan oo doolarka Mareykanka ah sannadkii 2027. Iyada oo 18% ah saamiga, cabbirka suuqa ee chip-ka indhaha ee u dhigma ayaa la filayaa inuu hoos uga dhaco US$111 milyan sannadkii 2022 ilaa US$27 milyan sannadkii 2027.
Qaab-dhismeedka shabakadda xarunta xogta ayaa ka sarreeya nidaamka duugoobay ee 10G/40G CLOS. Shirkadaha internetka ee gudaha badankood waxay ku shaqeeyaan qaab-dhismeedka 25G/100G CLOS, halka shirkadaha Waqooyiga Ameerika ay u wareegayaan qaab-dhismeedka shabakadda 100G/400G CLOS iyo 800G oo horumarsan. Modules-ka indhaha ee dhijitaalka ah ee xawaaraha sare leh ee ku jira 100G-800G waxay inta badan isticmaalaan jajabyada laysarka DFB iyo EML, heerka baud-kuna waa 25G, 53G, 56G. Inta badan alaabada module-ka indhaha ee 800G ee hadda suuqa yaalla waxay qaataan qaab-dhismeedka 8*100G waxayna isticmaalaan siddeed jajab oo 56G EML PAM4 ah.
Xogta saadaasha ee LightCounting waxay muujinaysaa in shixnadaha qaybaha indhaha ee ka shaqeeya 25G, 100G, 400G iyo 800G ay sii wadi doonaan inay koraan laga bilaabo 2023 ilaa 2027. 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, taasoo ah heer kobaca sanadlaha ah ee 5-sano ah oo cajiib ah oo ah 10.31%. Cabbirka suuqa ee u dhigma ee jajabka indhaha ayaa sidoo kale la filayaa inuu ka kordho US$890 milyan ilaa US$1.453 bilyan.
Fiilo la'aandib-u-jiid Baahida 10G waa mid deggan, baahida 25G ayaa sii kordheysa
Laga bilaabo Noofambar 2022, kaabayaasha 5G ee Shiinaha ayaa gaaray heer aad u sarreeya, iyadoo 2.287 milyan oo saldhigyo saldhig ah la geeyay dalka oo dhan. Inkasta oo heerka kobaca dhismaha saldhigyada saldhigyada uu hoos u dhacay, xogtu waxay muujinaysaa in iyadoo la horumarinayo is-dhexgalka 5G iyo kobcinta codsiyada, baahida loo qabo ballaarinta shabakadaha midhaul iyo dib-u-hawada wireless-ka ayaa sii kordheysa. Inkasta oo rarida module-yada indhaha ee 10G iyo 25G ee caalamiga ah ay hoos u dhacayeen laga bilaabo 2022 ilaa 2027, waxaa la filayaa in cabbirka suuqa ee modules-yada indhaha ee fronthaul wireless uu fiicnaan doono marka la gaaro 2026, marka modules-yada indhaha ee ka sarreeya 50G ay bilaabi doonaan in la geeyo dufcado. Khubarada warshadaha ayaa aaminsan in modules-ka indhaha ee 50G iyo 100G aysan keeni karin dib u soo celinta suuqa 5G fronthaul ilaa 2026, halka modules-ka indhaha ee 25G iyo wixii ka sareeya 5G fronthaul la filayo inay ku xasilaan $420 milyan inta u dhaxaysa 2023 iyo 2025. Maadaama baahida taraafikada 5G ay sii kordheyso, rarista qalabka gudbinta indhaha ee 5G ee dhexdhexaadka ah iyo 10G ayaa la filayaa inay ka kordhaan 2.1 milyan unug sanadka 2022 ilaa 3.06 milyan unug sanadka 2027, iyadoo CAGR shan sano ah uu yahay 7.68%. Baahida suuqa ee sii kordheysa ayaa la filayaa inay xasiliso suuqa modules-ka indhaha ee 10G iyo ka hooseeya $90 milyan, suuqa chip-ka indhaha ee u dhigmana waxaa lagu qiyaasay qiyaastii $18.1 milyan. Suuqa dhexe iyo kan dib-u-soo-celinta, baahida loo qabo qaybaha indhaha ee 25G, 100G, iyo 200G ayaa la filayaa inay sii wadaan koboc degdeg ah laga bilaabo 2023, cabbirka suuqa ee qaybaha indhaha ee 25G iyo kuwa ka sarreeya ee dhexe iyo kuwa dib-u-soo-celinta ayaa la filayaa inay ka kordhaan US$103 milyan sanadka 2022 ilaa US$171 milyan sanadka 2027. Heerka kobaca sanadlaha ah ee isku-dhafka ah waa 10.73%. Suuqa jajabka indhaha ee u dhigma ayaa sidoo kale la filayaa inuu ka fido qiyaastii $21 milyan ilaa $34 milyan.
Baahida PON ee 10G ee helitaanka fiilooyinka ayaa sii kordheysa
Qorshaha Shanta Sano ee 14-aad ee Shiinaha ee warshadaha infocomm wuxuu dejiyaa bartilmaameedyo hammi leh oo loogu talagalay kaabayaasha dijitaalka ah ee dalka. Muddadan, dawladdu waxay qorsheyneysaa inay geyso shabakad fiber optic gigabit ah si loo dedejiyo dhismaha "magaalooyinka gigabit" loona ballaariyo daboolida shabakadaha gigabit ee dalka oo dhan. Dhammaadka 2022, saddexda shirkadood ee isgaarsiinta aasaasiga ah waxay filayaan in tirada guud ee isticmaalayaasha internetka ee go'an ay gaaraan 590 milyan. Kuwaas waxaa ka mid ah, heerka marin u helka 100Mbps iyo wixii ka sarreeya wuxuu ahaa 554 milyan, taasoo ah koror dhan 55.13 milyan sannadkii hore. Isla mar ahaantaana, tirada isticmaalayaasha marin u helka oo leh heer ah 1000 Mbps iyo wixii ka sarreeya ayaa gaartay 917.5 milyan, taasoo ah koror dhan 57.16 milyan sannadkii hore. Iyadoo ay jiraan horumarkan, haddana weli waxaa jira meel lagu hagaajin karo, iyadoo gelitaanka macaamiisha Gigabit la filayo inuu noqdo 15.6% oo keliya dhammaadka 2022. Si taas loo gaaro, dowladdu waxay dhiirrigelinaysaa dhismaha shabakadaha 10G-PON ee magaalooyinka iyo meelaha muhiimka ah. magaalada, iyadoo diiradda la saarayo ballaarinta caymiska. Marka la gaaro Diseembar 2022, tirada dekedaha 10G PON ee leh awoodaha adeegga shabakadda Gigabit waxay gaari doontaa 15.23 milyan, taasoo daboolaysa in ka badan 500 milyan oo qoys oo ku baahsan dalka. Tani waxay ka dhigaysaa heerka shabakadda gigabit ee Shiinaha mid ka mid ah kuwa ugu sarreeya adduunka. Marka la eego mustaqbalka, suuqa PON wuu sii wadi doonaa inuu horumaro, LightCounting-na wuxuu saadaalinayaa in shixnadahaPONQalabka gudbinta indhaha ee ka hooseeya 10G ayaa hoos u dhici doona laga bilaabo 2022. Taas bedelkeeda, shixnadaha PON ee 10G ayaa la filayaa inay si degdeg ah u koraan, iyagoo gaaraya 26.9 milyan oo unug sanadka 2022 iyo 73 milyan oo unug sanadka 2027, iyadoo CAGR shan sano ah uu yahay 22.07%. In kasta oo cabbirka suuqa ee qaybaha indhaha ee 10G uu hoos uga dhici doono meeshii ugu sarreysay sanadka 2022, haddana suuqa jajabka indhaha ee u dhigma ayaa sidoo kale hoos uga dhici doona US$141.4 milyan ilaa US$57 milyan. Marka la eego mustaqbalka, 25G PON iyo 50G PON ayaa la filayaa inay gaaraan meelaynta yar sanadka 2024, oo ay ku xigto meelaynta baaxadda weyn sanadaha soo socda. Waxaa lagu qiyaasaa in cabbirka suuqa ee qaybaha indhaha ee PON ee 25G iyo wixii ka sareeya ay ka badan doonaan 200 milyan oo doolarka Mareykanka ah sanadka 2025, suuqa jajabka indhaha ee u dhigmana wuxuu gaari doonaa 40 milyan oo doolarka Mareykanka ah. Guud ahaan, kaabayaasha dhaqaalaha ee Shiinaha ayaa sii wadi doona inay koraan oo horumaraan sanadaha soo socda.
Waqtiga boostada: Maarso-22-2023