Isgaadhsiintu waa kaabayaasha asaasiga ah ee taageera horumarinta codsiyada cusub sida Metaverse. Gelitaanka
Meta Universe, goobta isgaarsiintu waa sida il kulul oo maraq karkaraya leh. Laga bilaabo dib-u-cusboonaynta
soo saaraha madaxa
ah ee suuqa moduleka indhaha ee xilligii Meta Universe.

Kaabayaasha cusub sida modules-yada indhaha ayaa saldhig tignoolajiyadeed oo lama huraan u ah Meta Universe

Kaabayaasha qalabku waa saldhigga tignoolajiyada ee horumarinta Metaverse. Noofambar 22, Daily Economic wuxuu tilmaamay in "qaabaynta mustaqbalka ee Metaverse, waa lagama maarmaan in diiradda la saaro qalabka iyo deegaanka si loo kordhiyo dhexgalka hardware".

Horumarinta Metaverse, baahida gaadiidka iyo gudbinta xogta ayaa si degdeg ah u kordhin doonta. Sida qayb muhiim ah oo ka mid ah gudbinta xogta, modules-yada indhaha ayaa noqon doona isku xirka lagama maarmaanka u ah dhismaha Metaverse. Horumarka degdega ah ee Metaverse wuxuu kor u qaadi doonaa barwaaqada kaabayaasha cusub sida modules-yada indhaha.

LightCounting wuxuu saadaaliyay in suuqa moduleka indhaha uu ka kordho USD 8 bilyan sanadka 2020 ilaa USD 14.5 bilyan ee 2026. Waxaa ka mid ah, iibinta 400G/800G modules-xawaaraha sare ee indhaha ayaa xisaabin doona 60%.
Qaybaha indhaha ee 800G ee isku xidhan ayaa gelaya meelaynta ugu sarreysa

Horumarinta Metaverse, baahida gaadiidka iyo gudbinta xogta ayaa si weyn u kordhin doonta. Saddexdii rubuc ee ugu horreeya sannadka 2021, taraafikada internetka ee mobaylada ayaa aad u kordhay. Isugeynta taraafikada internetka ee mobilada ee seddexdii rubuc ee ugu horeysay waxay gaartay 160.8 bilyan GB, koror sanadba sanadka ka dambeeya 35.8%. Dhismaha saldhigyada saldhigga ee terminaalka isgaarsiinta ayaa si tartiib tartiib ah u dardargelin doona qeybta labaad ee sanadka, horumarka degdega ah ee dhammaan silsiladaha warshadaha 5G ayaa keeni doona baahida sare ee qalabka indhaha, iyo baahida loo qabo qalabka hore ee indhaha ayaa si degdeg ah u kordhaya.

Sida hormuudka soo saaraha qalabka shabakada indhaha, Huawei sidoo kale wuxuu horumarinayaa alaabtiisa moduleka indhaha. 2020, Huawei wuxuu noqon doonaa kii ugu horreeyay ee horumar ka sameeya goobta 800G modules indhaha, iyadoo la adeegsanayo chips oDSP iskood u horumaray.

Awoodda hal-fiber ee moduleka indhaha waxay gaartaa 48T, taas oo ah 40% ka sarreeya xalka warshadaha. Isla mar ahaantaana, waxay leedahay hagaajin dabacsan oo ah heerka 200G-800G, kaas oo ka caawin kara dadka isticmaala inay la qabsadaan xaalado kala duwan oo codsi ah. Iyada oo ku saleysan algorithmaadka iswaafajinta kanaalka Huawei, masaafada gudbinta ayaa kordhay 20% marka loo eego warshadaha. Gaar horumar siman 10 ka sano ee soo socota. Waxaa la dhihi karaa in 800G modules indhaha ayaa hogaaminaya dhinaca waxqabadka.

Ilaa rubuci afraad ee 2021, laba alaab-qeybiyeyaal ayaa awooday inay bixiyaan 800G alaab ganacsi. Isla mar ahaantaana, hawl-wadeenno badan oo badan ayaa horeyba ugu jiray nidaamkooda A oo leh awoodda 800G ayaa la geeyaa shabakadda. Sahanka, 12% bixiyayaasha adeegga isgaarsiinta (CSP) ayaa sheegay in ay geeyeen 800G ama ay qorsheynayaan in la geeyo ka hor dhamaadka sanadka. Waxaan aaminsanahay in 800G uu geli doono meesha ugu sarreysa labada sano ee soo socota.

Loolanka wax soo saarka gudaha waxa uu horumar ka gaaraa darajooyinka sare ee aduunka

Waqtigan xaadirka ah, shirkadaha moodeelka indhaha ee gudaha ayaa durbaba ka shaqeynaya 10G, 25G, iyo 40G. 100G, 400G, iwm waxay ku guulaysteen qaabaynta wax soo saarka oo buuxa, kuwaas oo ay ka mid yihiin shirkado badan oo leh qaabka silsiladda warshadaha oo buuxa, sida Accelink Technology iyo Huagong Zhengyuan. Waqtigan xaadirka ah, waxaa sidoo kale jira shirkado maxalli ah oo galay alaab-qeybiyeyaasha asaasiga ah ee wax soo saarka dibadda. Marka loo eego qiimeynta Lightcounting, oo ka mid ah tobanka ugu sarreeya ee soosaarayaasha moduleka indhaha ee adduunka ee 2020, soosaarayaasha Shiinaha ayaa haysta 5 boos.

Intaa waxaa dheer, warshadeeyayaasha gudaha iyo kuwa ajnabiga ah waxay bilaabeen inay geeyaan 800G wax soo saarka moduleka indhaha, iyo qaar badan oo ka mid ah wax soo saarka gudaha ayaa soo saaray alaab cusub ka hor hoggaamiyeyaasha dibadda. Soosaarayaasha Shiinaha ayaa la filayaa inay helaan faa'iidada ugu horreysa ee tartanka jiilka 800G mustaqbalka. Iyada oo kobaca baahida hoose ee ay wado Metaverse, kobaca dhismaha 5G iyo dardargelinta dheeraadka ah ee baahida isgaarsiinta xogta dibadda, qaybaha indhaha ayaa la filayaa inay keenaan wareeg cusub oo korriin ah.