Posachedwapa, LightCounting, bungwe lodziwika bwino la msika mu makampani opanga mauthenga a fiber optical, adalengeza zaposachedwa za 2022 global optical transceiver TOP10 list.
Mndandandawu ukuwonetsa kuti amphamvu opanga ma transceiver aku China, amakhala amphamvu. Makampani 7 onse adasankhidwa, ndipo makampani atatu akunja ndi omwe ali pamndandandawo.
Malinga ndi mndandanda, Chinesefiber Opticalopanga ma transceiver adangosankhidwa mu 2010 ndi Wuhan Telecom Devices Co., Ltd. (WTD, pambuyo pake idaphatikizidwa ndi Accelink Technology); mu 2016, Hisense Broadband ndi Accelink Technology adasankhidwa; mu 2018, Hisense Broadband, Two Accelink Technologies okha ndi omwe adasankhidwa.
Mu 2022, InnoLight (yomwe inamangidwa pa 1), Huawei (yomwe ili pa nambala 4), Accelink Technology (yomwe ili pa nambala 5), Hisense Broadband (yomwe ili pa nambala 6), Xinyisheng (yomwe ili pa nambala 7), Huagong Zhengyuan (yomwe ili pa nambala 7) No. 8), Source Photonics (No. 10) inali yochepa. Ndikoyenera kutchula kuti Source Photonics idagulidwa ndi kampani yaku China, ndiye kuti ili kale wopanga ma module aku China munkhaniyi.
Malo atatu otsalawo amasungidwa kwa Coherent (yopezedwa ndi Finisar), Cisco (yopezedwa ndi Acacia) ndi Intel. Chaka chatha, LightCounting inasintha malamulo owerengera omwe sanaphatikizepo ma modules opangidwa ndi ogulitsa zipangizo kuchokera pakuwunika, kotero ogulitsa zipangizo monga Huawei ndi Cisco adaphatikizidwanso pamndandanda.
LightCounting inanena kuti mu 2022, InnoLight, Coherent, Cisco, ndi Huawei adzakhala ndi gawo lopitilira 50% la msika wapadziko lonse lapansi wa Optical module, pomwe InnoLight ndi Coherent aliyense azipeza ndalama pafupifupi US $ 1.4 biliyoni.
Chifukwa cha chuma chachikulu cha Cisco ndi Huawei pamakina a ma network, akuyembekezeka kukhala atsogoleri atsopano pamsika wa Optical module. Pakati pawo, Huawei ndiye amene amatsogolera ma module a 200G CFP2 ogwirizana a DWDM. Bizinesi ya Cisco idapindula ndi kutumiza kwa gulu loyamba la ma module a 400ZR/ZR+.
Onse Accelink Technology ndi Hisense Broadband's optical module ndalama zidzapitirira US $ 600 miliyoni mu 2022. Xinyisheng ndi Huagong Zhengyuan ndi milandu yopambana ya Chinese Fiber optical transceiver opanga zaka zaposachedwa. Pogulitsa ma module optical kumakampani opanga makompyuta, masanjidwe awo akwera mpaka 10 apamwamba kwambiri padziko lapansi.
Broadcom (yopeza Avago) idatuluka pamndandanda wamagaziniyi, ndipo ikhalabe yachisanu ndi chimodzi padziko lonse lapansi mu 2021.
LightCounting inanena kuti transceiver optical sibizinesi yofunika kwambiri kwa Broadcom, kuphatikiza Intel, koma makampani onsewa akupanga zida zophatikizidwira.
Nthawi yotumiza: Jun-02-2023