Posachedwapa, LightCounting, kampani yodziwika bwino pamsika wamakampani olumikizirana ndi fiber optical, yalengeza mtundu waposachedwa wa mndandanda wa TOP10 wapadziko lonse wa 2022.
Mndandandawu ukuwonetsa kuti opanga ma transceiver a kuwala aku China akamakhala olimba, amakhala olimba kwambiri. Makampani onse 7 asankhidwa, ndipo makampani atatu okha akunja ndi omwe ali pamndandandawu.
Malinga ndi mndandandawu, aku Chinaulusi wowalaOpanga ma transceiver adasankhidwa mu 2010 ndi Wuhan Telecom Devices Co., Ltd. (WTD, yomwe pambuyo pake idalumikizidwa ndi Accelink Technology); mu 2016, Hisense Broadband ndi Accelink Technology zidasankhidwa; mu 2018, Hisense Broadband yokha, Accelink Technologies ziwiri zokha ndi zomwe zidasankhidwa.
Mu 2022, InnoLight (yomwe ili pa nambala 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 (yomwe ili pa nambala 10) adasankhidwa. Ndikoyenera kunena kuti Source Photonics idagulidwa ndi kampani yaku China, kotero ndi kale wopanga ma module a optical aku China m'nkhaniyi.
Malo atatu otsalawo asungidwa kwa Coherent (yomwe idagulidwa ndi Finisar), Cisco (yomwe idagulidwa ndi Acacia) ndi Intel. Chaka chatha, LightCounting idasintha malamulo owerengera omwe adachotsa ma module opangidwa ndi ogulitsa zida kuchokera ku kusanthula, kotero ogulitsa zida monga Huawei ndi Cisco nawonso adaphatikizidwa pamndandanda.
LightCounting inanena kuti mu 2022, InnoLight, Coherent, Cisco, ndi Huawei adzakhala ndi gawo loposa 50% la msika wapadziko lonse wa optical module, pomwe InnoLight ndi Coherent aliyense adzalandira ndalama zokwana pafupifupi US$1.4 biliyoni.
Popeza Cisco ndi Huawei ali ndi zinthu zambiri zokhudzana ndi ma network system, akuyembekezeka kukhala atsogoleri atsopano pamsika wa optical module. Pakati pawo, Huawei ndiye kampani yotsogola yopereka ma module a 200G CFP2 coherent DWDM. Bizinesi ya Cisco idapindula ndi kutumiza kwa ma module oyamba a 400ZR/ZR+ optical.
Zonse ziwiri Accelink Technology ndi Hisense Broadband'Ndalama zomwe zimapezedwa mu optical module zidzapitirira US$600 miliyoni mu 2022. Xinyisheng ndi Huagong Zhengyuan ndi omwe adapambana kwambiri popanga ma transceiver a optical a Fiber aku China m'zaka zaposachedwa. Pogulitsa ma optical module ku makampani opanga ma cloud computing, maudindo awo akwera kufika pa 10 apamwamba padziko lonse lapansi.
Broadcom (yomwe idagulidwa ndi Avago) sinali pamndandandawu m'magazini ino, ndipo ikadali pa nambala 6 padziko lonse lapansi mu 2021.
LightCounting inati transceiver ya kuwala si bizinesi yofunika kwambiri ya Broadcom, kuphatikizapo Intel, koma makampani onse awiriwa akupanga zipangizo zolumikizirana zamagetsi.
Nthawi yotumizira: Juni-02-2023