Lub Xya hli ntuj 27, lub sij hawm Beijing (Shuiyi) Ob peb hnub dhau los, lub koom haum kho qhov muag kev sib txuas lus kev lag luam tshawb fawb lub koom haum LightCounting taw qhia tias los ntawm 2025, 800G Ethernet optical modules yuav dominate lub khw no.
LightCounting tau taw qhia tias lub ntiaj teb 5 tus neeg muag khoom huab saum toj kawg nkaus, Alibaba, Amazon, Facebook, Google thiab Microsoft, yuav siv US $ 1.4 nphom ntawm Ethernet optical modules hauv 2020, thiab lawv cov kev siv nyiaj yuav nce mus rau ntau dua US $ 3 billion los ntawm 2026.
800G optical modules yuav ua tus thawj ntu kev lag luam los ntawm qhov kawg ntawm 2025, raws li qhia hauv daim duab hauv qab no.Tsis tas li ntawd, Google npaj yuav pib xa 1.6T modules hauv 4-5 xyoo.Co-Packaged optics yuav pib hloov pluggable optical modules hauv huab cov ntaub ntawv chaw hauv 2024-2026.
LightCounting tau hais tias peb yam hauv qab no tau txhawb nqa kev muag khoom muag rau Ethernet optical modules.
● Raws li cov ntaub ntawv tshiab tshaj plaws qhia los ntawm Google ntawm OFC hauv 2021, qhov kev cia siab rau cov ntaub ntawv tsheb loj hlob uas tau tsav los ntawm cov ntawv thov kev txawj ntse yog qhov zoo.
● 800G Ethernet optical modules thiab cov chaw muag khoom tiv thaiv kev txhawb nqa cov qauv no tau ua tiav zoo.
Qhov kev thov rau bandwidth ntawm cov ntaub ntawv chaw pawg yog siab dua li qhov xav tau, feem ntau yog nyob ntawm DWDM.
Google cov ntaub ntawv tshiab tshaj plaws ntawm kev loj hlob ntawm kev khiav tsheb hauv nws lub network qhia tau hais tias cov neeg siv khoom siv cov khoom siv sib txuas tau nce los ntawm 40%, thiab kev siv tsheb thauj mus los txhawb kev kawm tshuab (ML) tau nce 55-60%.Qhov tseem ceeb tshaj, AI tsheb (xws li ML) tso nyiaj rau ntau dua 50% ntawm tag nrho cov ntaub ntawv chaw khiav tsheb.Qhov no yuam LightCounting kom nce qhov kev xav ntawm kev loj hlob yav tom ntej ntawm cov ntaub ntawv chaw tsheb khiav los ntawm ob peb feem pua ntawm cov ntsiab lus, uas muaj kev cuam tshuam loj rau kev lag luam kwv yees.
LightCounting tau taw qhia tias qhov kev thov rau lub network bandwidth txuas cov ntaub ntawv chaw pabcuam txuas ntxiv ua rau xav tsis thoob.Txij li cov kev sib txuas ntawm pawg sib txawv ntawm 2 mais mus rau 70 mais, nws yog ib qho nyuaj rau taug qab kev xa tawm ntawm cov khoom siv kho qhov muag, tab sis peb qhov kev kwv yees tau txhim kho nyob rau hauv cov qauv kev twv ua ntej kawg.Qhov kev tshuaj ntsuam no piav qhia vim li cas Amazon thiab Microsoft xav pom 400ZR modules tam sim no hauv kev tsim khoom, thiab pom 800ZR modules hauv 2023/2024
Post lub sij hawm: Aug-23-2021
