Ukuxhumana ingqalasizinda ewumongo esekela ukuthuthukiswa kwezinhlelo zokusebenza ezintsha njenge-Metaverse. Ngokungena kwe-
Meta Universe, inkambu yokuxhumana ifana nesiphethu esishisayo esinesobho elibilayo. Kusukela ekuqanjweni kabusha
komkhiqizi wekhanda le-
yemakethe ye-optical module enkathini ye-Meta Universe.

Ingqalasizinda entsha enjengamamojula abonakalayo iyisisekelo sobuchwepheshe esibalulekile se-Meta Universe

Ingqalasizinda yezingxenyekazi zekhompyutha iyisisekelo sobuchwepheshe sokuthuthukiswa kwe-Metaverse. Ngomhla zingama-22 kuNovemba, i-Economic Daily yabonisa ukuthi "Ukuze uthole ukuhlelwa kwesikhathi esizayo kwe-Metaverse, kuyadingeka ukugxila ku-hardware ne-ecology ukuze kwandiswe ukungena kwe-hardware".

Ngokuthuthukiswa kwe-Metaverse, isidingo sethrafikhi nokudluliswa kwedatha sizokhula ngokushesha. Njengengxenye ebalulekile yokudluliswa kwedatha, amamojula abonakalayo azoba isixhumanisi esibalulekile ekwakhiweni kwe-Metaverse. Ukuthuthukiswa okusheshayo kwe-Metaverse kuzothuthukisa ukuchuma kwengqalasizinda emisha njengamamojula abonakalayo.

I-LightCounting ibikezela ukuthi imakethe ye-optical module izokhuphuka isuka ku-USD 8 billion ngo-2020 iye ku-USD 14.5 billion ngo-2026. Phakathi kwabo, ukuthengiswa kwamamojula we-400G / 800G we-high-speed optical kuzoba ngu-60%.
800G amamojula ahlangene optical afaka inani eliphakeme lokuthunyelwa

Ngokuthuthukiswa kwe-Metaverse, isidingo sethrafikhi nokudluliswa kwedatha sizokhula kakhulu. Ezigabeni ezintathu zokuqala zika-2021, ukutholakala kwe-inthanethi yeselula kukhule kakhulu. Umthamo we-inthanethi yeselula oqoqiwe ezigabeni ezintathu zokuqala ufinyelele ku-160.8 billion GB, okuwukunyuka konyaka ngama-35.8%. Ukwakhiwa kweziteshi eziyisisekelo esikhumulweni sezokuxhumana kuzokhula kancane kancane engxenyeni yesibili yonyaka, futhi ukuthuthuka okusheshayo kwalo lonke uchungechunge lwezimboni ze-5G kuzoletha isidingo esiphezulu samamojula optical, futhi isidingo samamojula we-fronthaul optical sikhula ngokushesha.

Njengomkhiqizi ohamba phambili wemishini yenethiwekhi ye-optical, uHuawei naye uthuthukisa eyakhe imikhiqizo yemojula yokubona. Ngo-2020, uHuawei uzoba ngowokuqala ukwenza impumelelo emkhakheni wamamojula we-800G optical, esebenzisa ama-chips e-oDSP azithuthukisile.

Umthamo we-fiber eyodwa we-optical module ufinyelela ku-48T, ephakeme ngo-40% kunesixazululo semboni. Ngesikhathi esifanayo, inokulungiswa okuguquguqukayo kwesilinganiso se-200G-800G, esingasiza abasebenzisi ukuzivumelanisa nezimo ezihlukahlukene zohlelo lokusebenza. Ngokusekelwe ku-algorithm ehambisana nesiteshi sikaHuawei, ibanga lokudlulisela lenyuke ngo-20% uma liqhathaniswa nemboni. Finyelela inguquko eshelelayo yeminyaka eyi-10 elandelayo. Kungashiwo ukuthi amamojula we-800G optical ahamba phambili ngokusebenza.

Kusukela ngekota yesine ka-2021, abahlinzeki besistimu ababili bakwazile ukuhlinzeka ngemikhiqizo yokuhweba engu-800G. Ngesikhathi esifanayo, opharetha abaningi ngokwengeziwe sebevele besesimweni sabo se-A esinamandla we-800G asetshenziswa kunethiwekhi. Kulolu cwaningo, i-12% yabahlinzeki bezinsizakalo zokuxhumana (CSP) babike ukuthi basebenzise i-800G noma bahlela ukuyihambisa ngaphambi kokuphela konyaka. Sikholelwa ukuthi i-800G izongena esiqongweni sokuthunyelwa eminyakeni emibili ezayo.

Ukuncintisana kwemikhiqizo yasekhaya kukhula kumazinga athuthukile emhlabeni

Njengamanje, izinkampani zasekhaya ze-optical module sezivele zisebenza ku-10G, 25G, kanye ne-40G. I-100G, i-400G, njll izuze ukwakheka komkhiqizo ogcwele, phakathi kwazo kunezinkampani eziningi ezinohlelo olugcwele lwezimboni, njenge-Accelink Technology kanye no-Huagong Zhengyuan. Njengamanje, kukhona nezinkampani zasekhaya ezifake abahlinzeki abakhulu babakhiqizi abahamba phambili baphesheya kwezilwandle. Ngokwesilinganiso se-Lightcounting, phakathi kwabakhiqizi abaphezulu abayishumi abaphezulu be-optical module ngo-2020, abakhiqizi baseShayina bathatha izikhundla ezi-5.

Ngaphezu kwalokho, abakhiqizi basekhaya nabangaphandle baye baqala ukuhambisa imikhiqizo ye-800G optical module, futhi abakhiqizi abaningi basekhaya baye bethula imikhiqizo emisha ngaphambi kwabaholi bamazwe ngamazwe. Abakhiqizi baseShayina kulindeleke ukuthi bathole inzuzo yokuqala emqhudelwaneni wesizukulwane se-800G esikhathini esizayo. Ngokukhula kwesidingo esiphansi somfula esiqhutshwa yi-Metaverse, ukukhula kokwakhiwa kwe-5G kanye nokusheshisa okwengeziwe kwesidingo sokuxhumana kwedatha yaphesheya kwezilwandle, amamojula abonakalayo kulindeleke ukuthi alethe umjikelezo omusha wokukhula.