Nguva pfupi yadarika, musika wekutsvagisa kusimbisa kusimbisa kwakavandudza kufanotaura kwayo kwemusika kwenguva kubva muna 2024 kusvika 2028.
Kuvhenekerwa kwakanangidzirwa kuti kubva hafu yechipiri ye2022, kudikanwa kwekubatana kweyekuwedzera kwakatanga kuderera, kutungamira kune yakawandisa muketani yekutengesa. Mwedzi mitanhatu yadarika, iyo Outlook ye2023 yaive isina mhosva, ine mainstream Optical module uye svutugadzike yekushandisa kuderera kwakakosha muRevenue pakutanga kwegore rino. Iyo yemusika kunze kwehafu yechipiri yegore rino uye kunyange 2024 haina tariro.
Nvidia yakashuma mune yayo yekupedzisira yekota inoshuma iyo yekutengesa yekunyepedzera kwehunyanzvi hwekungwarira, kusanganisira optical interconnhandaro, yakawedzera zvakanyanya, kuwedzera mashandiro eindasitiri morale. Google yakawedzera chirongwa charo chekudyara kwehurongwa hwekunyepedzera, hwakateverwa nedzimwe dzakawanda makore komputa makambani. Kamwe kamwe, vanhu'Tarisira kuzere 2024 Skyrocketed. Izvo zvikamu zve 4x100g uye 8x100g Optical Modules atove muPfupi kuwanikwa.
Sezvakaratidzwa mumufananidzo pazasi, wanonoka kudzivirira musika wekudzima muna 2023, asi mishonga inofungidzira kuti kutengesa kweEthernet Optical Module anowedzera ne30% muna 2024. Zvinotarisirwa kuti mamwe misika yese ichapora zvakare ichipora kana kuramba iri kukura gore rinouya, kunyange chiyero chekukura chiri chidiki. Mushure mekunge 6% kuderera kweGlobal Optical Module Musika muna 2023, inotarisirwa kukura kune yakaunganidzwa yekukura kwegore rose yegumi nematanhatu muzana pamakore mashanu anotevera.
Amazon, Google, Microsoft, uye mamwe mapoka emakore emakambani anotarisirwa kutungamira kukudziridzwa kwechikumbiro chitsva cheAi. Izvi zvichada kukwidziridzwa kwakakosha kune kwayo kwekunyepedzera kungwara, izvo zvinoda huwandu hwakakosha hwekubatana kwechokwadi. Mumakore maviri akatevera, iyo huru yekutarisa ichave iri 400g uye 800g Ethernet Optical Modules uye AOC. The upgrade of data center cluster connectivity is also accelerating, which means that the shipment volume of 400ZR/ZR+and 800ZR/ZR+will increase from 2024 to 2025.
Cloud Computer makambani akawana kukura kwakanyanya mumakore mashoma apfuura, asi sekukura kunodzikira, ivo vaifanira kudzoreredza zvirongwa zvavo naTanopera makumi maviri nemakumi maviri nemaviri. Iyo capital capitalture yeClout Computer makambani akapetwa kaviri pakati pa20022, asi maisimusi avo aripo anochengetedza. Inotarisirwa kuti mari yemari yeiyo yepamusoro 15 icPs ichangowedzera ne1% muna 2023, uye ramba isingadzivisiki mushure memakore akati wandei ekukura kaviri
Nekudaro, investment mune yekunyepedzera intelligence incransture inogara ichisaririra inotarisa muna 2023 uye ichashamisa kune yakakura chikamu chekushandiswa kwemari yakazara. Kunze kwekunge paine kuderera kwehupfumi, kufungidzira kwekufungidzira kuti kupindirana kwemari yemakambani kuchadzokera kune yakagadzikana (manhamba-maviri-manhamba? Kukura muna 2024 uye kupfuura.
Telecer Service Vanopa Huve Kuderedza Kuderedza Capital Kushandiswa ne4% muna 2023 Iko kutumirwa kwe5g hakuna kuchinja mamiriro aya, zvirinani kwete.
Kuenda kugore kwemabhizinesi uye vatengi ndiko kutarisirwa kutsva kwe telecom mashandisi. Mabhizimusi makuru anogona kutanga mwero mwero, asi vatengi uye zvidiki uye zvepakati-zvakabatana mabasa anofanirwa kuvimba ne telecommunications. Izvi zvinopa mikana yemikana yefoni yefoni yefoni inopa kugovera Lotency Cloud Broadband kubatana kune worlder huwandu hwevatengi uye gadzira imwe mari. Kutsigira aya masevhisi kunoda kuenderera mberi kwekudyara mune yekuwana network uye metropolitan nzvimbo network.
Kutumira Nguva: Nov-09-2023