Muva nje, ukukhanya okuqinile kokucwaninga kwemakethe kuvuselele isibikezelo sayo semakethe isikhathi esivela ku-2024 kuye ku-2028.
Ukukhanya okukhomba okuvezwa ukuthi kusukela engxenyeni yesibili ka-2022, isidingo sokuxhumana okubonakalayo sesiqale ukwehla, okuholela ekutholweni okweqile kulo lonke i-Supply Chain. Ezinyangeni eziyisithupha ezedlule, umbono wemakethe wango-2023 wawunobuhlakani obukhulu kakhulu, enesimo esikade kakhulu kanye nabahlinzeki bedivayisi ababika ukwehla okukhulu kwemali engenayo ekuqaleni kwalo nyaka. Ukubuka kwemakethe kwengxenye yesibili yalo nyaka ngisho no-2024 akulungile.
UNvidia wabika emibikweni yayo yokugcina yekota egcina ukuthi ukuthengiswa kwe-hardware yezobunhloli yezobunhloli, kufaka phakathi inforn ye-OpticalAma-Nections, akhule kakhulu, akhulisa isimilo semboni. I-Google ikhuphule uhlelo lwayo lokutshala imali ngamaqoqo e-intelligence wokufakelwa, alandelwa ezinye izinkampani eziningi ze-computer zamafu. Kungazelelwe, abantuUkulindela okulindelwe ngo-2024 ku-skyrocked. Izingxenye ze-4x100g nama-8x100g amamojula we-optical asevele ekuhlinzekeni okufushane.
Njengoba kukhonjisiwe kwisibalo esingezansi, sekwephuze kakhulu ukuvimba iMakethe DowTunn ngo-2023, kepha ukukhanya okukhanyayo kubikezela ukuthi ukuthengiswa kweAmamojula we-Ethernet azokwanda cishe ngama-30% ngonyaka we-2024. Kulindeleke ukuthi zonke ezinye izimakethe ezihlukanisiwe zizophinde ziphinde zithathe noma ziqhubeke zikhula ngonyaka olandelayo, yize izinga lokukhula lincane. Ngemuva kokwehla kwama-6% emakethe yemodyuli ye-global optical in 2023, kulindeleke ukuthi ikhule endaweni yokukhula yonyaka eyi-16% eminyakeni emihlanu ezayo.
I-Amazon, i-Google, iMicrosoft, nezinye izinkampani zekhompiyutha zefu kulindeleke ukuthi zihole ukuthuthukiswa kwezicelo ezintsha ze-AI. Lokhu kuzodinga ukuthuthukiswa okubalulekile kwiqoqo layo lobuhlakani bokufakelwa, elidinga inani elibalulekile lokuxhumana okubonakalayo. Eminyakeni emibili eyalandela, ukugxila okuyinhloko kuzoba kumamojula we-400g kanye nama-800g ethernet aptical module ne-AOC. Ukuthuthukiswa kokuxhumana kwesikhungo sedatha ye-Dlulisa kuyasheshiswa, okusho ukuthi ivolumu yokuthumela engu-400Zr / ZR + ne-800zr / ZR + izokwenyuka ukusuka ngo-2024 kuya ku-2025.
Izinkampani zekhompiyutha zefu zithole ukukhula okuphezulu eminyakeni embalwa edlule, kepha njengoba ukukhula kwehle kancane, kuye kwadingeka ukuthi baphinde baphinde bahlole amacebo abo ngo-tUphela ngo-2022. I-Capital ExpendiIzinkampani ze-computing zamafu zicishe ziphindeke kabili phakathi kuka-2019 no-2022, kepha ukutshalwa kwezimali kwazo kwamanje kugcinwa kakhulu. Kulindeleke ukuthi ukusetshenziswa kwemali kwenhlokodolobha ye-ICPS ephezulu kwe-15 kuzokwanda ngo-1% ngo-2023, futhi kuhlale kungashintshiwe ngemuva kweminyaka eminingana elandelanayo yokukhula okunamadijithi amabili
Kodwa-ke, ukutshalwa kwezimali kwengqalasizinda yezobunhloli yezobunhloli kuhlala kugxilwe kakhulu ku-2023 futhi kuzolandisa ngesabelo esikhudlwana sokusetshenziswa kwemali okuphelele. Ngaphandle kokuthi kunokuwohloka komnotho, okukhanyayo kubikezela ukuthi ukutshalwa kwezimali kwezinkampani ze-computer zefu kuzobuya kuzinzile (okunamadijithi amabili?) Ukukhula ngo-2024 nangale kwalokho.
Abahlinzeki be-Telecom Service bahlela ukunciphisa izindleko ezinkulu ze-4% ngo-2023. Kusukela ngo-2024 kuya ku-2028, ukusetshenziswa kwemali ye-CSP akunakwenzeka ukuthi bakwazi ukuthola imithombo emisha yemali engenayo. Ukuhanjiswa kwe-5G akushintshile lesi simo, okungenani akukabi.
Ukuya efwini ngamabhizinisi nabathengi kuyinto ebaluleke kakhulu kuma-telecom opharetha. Amabhizinisi amakhulu angasungula amafu angasese, kepha abathengi namabhizinisi amancane naphakathi naphakathi kumele athembele kumanethiwekhi ezokuxhumana. Lokhu kuveza amathuba angaba khona kwabahlinzeki bensizakalo yezokuxhumana ukuhlinzeka ngezinto eziphansi ze-Latency Cloud Broadband ku-WINUhla lwamakhasimende futhi ukhiqize imali eyengeziwe. Ukusekela lezi zinsizakalo kudinga ukutshalwa kwezimali okuqhubekayo ekufinyeleleni amanethiwekhi kanye namanethiwekhi endawo yedolobha.
Isikhathi sePosi: Nov-09-2023