I tata nei, ko LightCounting, he whakahaere maakete rongonui i roto i te umanga whakawhitiwhiti muka whatu, i whakapuaki i te putanga hou o te rarangi 2022 ao whatu transceiver TOP10.
Ko te rarangi e whakaatu ana ko te kaha ake o nga kaihanga whakawhiti whatu Hainamana, ko te kaha ake. E 7 nga kamupene kua tohua, e 3 anake nga kamupene o tawahi kei te rarangi ingoa.
E ai ki te rarangi, Hainamanamuka whatuKo nga kaihanga whakawhiti i te tau 2010 anake i tohua e Wuhan Telecom Devices Co., Ltd. i roto i te 2016, Hisense Broadband me Accelink Technology i whakaingoatia; i te tau 2018, ko Hisense Broadband anake, E rua nga Hangarau Accelink i tohua.
I roto i te 2022, InnoLight (i honoa mo te 1st), Huawei (whakapae 4th), Accelink Technology (ranked 5th), Hisense Broadband (ranked 6th), Xinyisheng (ranked 7th), Huagong Zhengyuan (ranked 7th) No. 8), Source Photonics (No. 10) i whakaingoatia. He mea tika kia whakahuahia ko Source Photonics i riro mai i tetahi kamupene Hainamana, no reira he kaihanga hangahanga a Hainamana i tenei putanga.
Ko nga waahi e 3 e toe ana kua rahuitia mo te Coherent (i riro na Finisar), Cisco (i riro mai i Acacia) me Intel. I tera tau, i whakarereke a LightCounting i nga ture tatauranga e whakakore ana i nga waahanga whakaata i hangaia e nga kaiwhakarato taputapu mai i te tātaritanga, na reira i uru ano nga kaiwhakarato taputapu penei i a Huawei me Cisco ki roto i te rarangi.
I kii a LightCounting i te tau 2022, ka noho a InnoLight, Coherent, Cisco, me Huawei neke atu i te 50% o te wahanga o te maakete o te ao, a InnoLight me Coherent ka whiwhi moni tata ki te US $1.4 piriona.
Na te nui o nga rauemi a Cisco me Huawei i roto i nga punaha whatunga, e tika ana kia noho hei kaiarahi hou mo te maakete waahanga mata. I roto i a raatau, ko Huawei te kaiwhakarato matua o 200G CFP2 kōwae DWDM hono. I whai hua te pakihi a Cisco i te tukunga o te roopu tuatahi o te 400ZR/ZR+ kōwae whatu.
Hangarau Accelink me Hisense Broadband's ka nui ake te whiwhinga o te kōwae whatu ki te US $600 miriona i te tau 2022. Ko Xinyisheng me Huagong Zhengyuan nga keehi angitu o nga kaihanga whakawhiti whatu a Hainamana i nga tau tata nei. Ma te hoko atu i nga waahanga matakite ki nga kamupene rorohiko kapua, kua piki o raatau tohu ki te 10 o runga o te ao.
I hinga a Broadcom (Avago i whiwhi) i te rarangi o tenei putanga, ka noho tonu ki te tuaono o te ao i te tau 2021.
I kii a LightCounting ehara ko te kaiwhakawhiti whatu he pakihi matua mo Broadcom, tae atu ki a Intel, engari kei te whakawhanake nga kamupene e rua i nga taputapu whatu kapi.
Wā tuku: Hune-02-2023