Kev sib txuas lus yog cov txheej txheem tseem ceeb uas txhawb kev txhim kho cov ntawv thov tshiab xws li Metaverse. Nrog rau kev nkag ntawm
Meta Universe, kev sib txuas lus teb zoo li lub caij nplooj ntoos hlav kub nrog cov kua zaub. Pib los ntawm rebranding ntawm txawv teb chaws Internet
lub taub hau chaw tsim tshuaj paus Facebook rau Meta, Microsoft thiab lwm yam giants tau ntxiv Meta Universe mus txuas ntxiv mus rau kev
ntawm optical module lag luam nyob rau hauv lub Meta Universe era.

Cov txheej txheem tshiab xws li kho qhov muag modules yog lub hauv paus thev naus laus zis tseem ceeb rau Meta Universe

Hardware infrastructure yog lub hauv paus thev naus laus zis rau kev txhim kho Metaverse. Thaum Lub Kaum Ib Hlis 22, Kev Lag Luam Txhua Hnub tau taw qhia tias "Rau qhov kev teeb tsa yav tom ntej ntawm Metaverse, nws yog qhov yuav tsum tau tsom mus rau kho vajtse thiab ecology kom nce kev nkag mus rau hardware".

Nrog rau kev txhim kho ntawm Metaverse, qhov kev thov rau kev khiav tsheb thiab cov ntaub ntawv xa mus yuav nce sai. Raws li ib feem tseem ceeb ntawm cov ntaub ntawv kis tau tus mob, optical modules yuav dhau los ua ib qho tseem ceeb txuas hauv kev tsim kho Metaverse. Txoj kev loj hlob sai ntawm Metaverse yuav txhawb txoj kev vam meej ntawm cov txheej txheem tshiab xws li kho qhov muag modules.

LightCounting kwv yees tias kev lag luam kho qhov muag yuav nce los ntawm USD 8 billion hauv 2020 txog $ 14.5 billion hauv 2026. Ntawm lawv, kev muag khoom ntawm 400G / 800G high-speed optical modules yuav suav txog 60%.
800G coherent optical modules nkag mus rau qhov kawg xa mus

Nrog rau kev txhim kho ntawm Metaverse, qhov kev thov rau kev khiav tsheb thiab cov ntaub ntawv xa mus yuav nce ntxiv. Hauv thawj peb lub hlis twg ntawm 2021, mobile Internet tsheb tau nce ntau heev. Cov kev sib txuas hauv xov tooj ntawm tes hauv Internet hauv thawj peb lub hlis twg tau nce mus txog 160.8 billion GB, ib xyoos ib zaug nce ntawm 35.8%. Kev tsim kho ntawm lub hauv paus chaw nres tsheb ntawm lub davhlau ya nyob twg hauv xov tooj yuav maj mam nrawm dua nyob rau hauv ib nrab ntawm lub xyoo, thiab kev nce qib sai ntawm tag nrho 5G kev lag luam saw yuav ua rau muaj kev xav tau ntau dua rau cov khoom siv kho qhov muag, thiab qhov kev thov rau fronthaul optical modules tau nce sai.

Raws li lub tuam txhab ua lag luam kho qhov muag network, Huawei tseem tab tom tsim nws tus kheej optical module khoom. Xyoo 2020, Huawei yuav yog thawj tus ua kom muaj kev vam meej hauv thaj tsam ntawm 800G optical modules, siv tus kheej tsim oDSP chips.

Lub peev xwm ib leeg-fiber ntawm qhov kho qhov muag module ncav cuag 48T, uas yog 40% siab dua li kev lag luam daws. Nyob rau tib lub sijhawm, nws muaj qhov hloov pauv hloov pauv ntawm 200G-800G tus nqi, uas tuaj yeem pab cov neeg siv hloov mus rau ntau yam kev thov. Raws li Huawei cov channel sib piv algorithm, qhov sib kis tau nce los ntawm 20% piv rau kev lag luam. Ua tiav qhov kev hloov pauv zoo rau 10 xyoo tom ntej. Nws tuaj yeem hais tias 800G optical modules yog cov thawj coj ntawm kev ua haujlwm.

Raws li lub quarter thib plaub ntawm 2021, ob tus neeg muab khoom siv tau muaj peev xwm muab 800G cov khoom lag luam. Nyob rau tib lub sijhawm, ntau thiab ntau tus neeg ua haujlwm twb tau nyob hauv lawv A system nrog 800G muaj peev xwm raug xa mus rau hauv lub network. Hauv kev tshawb fawb, 12% ntawm cov chaw muab kev pabcuam kev sib txuas lus (CSP) tau tshaj tawm tias lawv tau xa 800G lossis npaj yuav xa mus ua ntej xyoo kawg. Peb ntseeg tias 800G yuav nkag mus rau qhov kawg ntawm kev xa tawm hauv ob xyoos tom ntej.

Kev sib tw ntawm cov khoom siv hauv tsev tau nce mus rau hauv lub ntiaj teb qib siab

Tam sim no, domestic optical module tuam txhab uas muag twb ua hauj lwm nyob rau hauv 10G, 25G, thiab 40G. 100G, 400G, thiab lwm yam tau ua tiav cov khoom lag luam tag nrho, ntawm cov uas muaj ntau lub tuam txhab nrog kev lag luam tag nrho cov txheej txheem, xws li Accelink Technology thiab Huagong Zhengyuan. Tam sim no, kuj tseem muaj cov tuam txhab lag luam hauv tsev uas tau nkag mus rau cov khoom tseem ceeb ntawm cov tuam txhab txawv teb chaws. Raws li Lightcounting qhov kev ntsuam xyuas, ntawm lub ntiaj teb sab saum toj kaum kho qhov muag module manufacturers hauv 2020, Suav manufacturers tuav 5 txoj haujlwm.

Tsis tas li ntawd, cov tuam txhab tsim khoom hauv tsev thiab txawv teb chaws tau pib xa 800G optical module cov khoom lag luam, thiab ntau lub tuam txhab tsim khoom lag luam tau tsim cov khoom tshiab ua ntej tshaj cov thawj coj txawv teb chaws. Suav tuam txhab lag luam tau cia siab tias yuav tau txais txiaj ntsig thawj zaug hauv 800G tiam kev sib tw yav tom ntej. Nrog rau kev loj hlob ntawm kev xav tau qis los ntawm Metaverse, kev loj hlob ntawm 5G kev tsim kho thiab kev nrawm ntxiv ntawm cov ntaub ntawv sib txuas lus txawv teb chaws xav tau, cov khoom siv kho qhov muag yuav tsum tau coj mus rau qhov kev loj hlob tshiab.