Nō nā tata nei, i pānuitia e LightCounting, he whakahaere mākete rongonui i roto i te umanga whakawhitiwhiti kōrero muka whatu, te putanga hou o te rārangi TOP10 o ngā taputapu whakawhiti whatu o te ao mō te tau 2022.
E whakaatu ana te rārangi, ko te kaha ake o ngā kaihanga taputapu whakawhiti whatu o Haina, ko te kaha ake anō hoki o rātou. E whitu ngā kamupene kua rārangi pototia, ā, e toru anake ngā kamupene o tāwāhi kei runga i te rārangi.
E ai ki te rārangi, ko te Hainamanamuka whatuI te tau 2010 anake i whakarārangihia ngā kaihanga whakawhiti raraunga e Wuhan Telecom Devices Co., Ltd. (WTD, i muri mai ka hanumi ki Accelink Technology); i te tau 2016, i whakarārangihia a Hisense Broadband me Accelink Technology; i te tau 2018, ko Hisense Broadband, Two Accelink Technologies anake i whakarārangihia.
I te tau 2022, i whakarārangihia a InnoLight (i tū tahi mō te tuatahi), Huawei (i tū tuawhā), Accelink Technology (i tū tuarima), Hisense Broadband (i tū tuaono), Xinyisheng (i tū tuawhitu), Huagong Zhengyuan (i tū tuawhitu) Nama 8), Source Photonics (Nama 10). He mea tika kia whakahuatia i hokona a Source Photonics e tētahi kamupene Haina, nō reira kua noho kē ia hei kaihanga waeine whatu Hainamana i tēnei putanga.
Ko ngā tūranga e toru e toe ana kua rāhuitia mō Coherent (i riro mai i a Finisar), Cisco (i riro mai i a Acacia) me Intel. I te tau kua hipa, i whakarerekē a LightCounting i ngā ture tatauranga i kore ai e whakaurua ngā kōwae whatu i hangaia e ngā kaiwhakarato taputapu mai i te tātari, nō reira i whakaurua hoki ngā kaiwhakarato taputapu pēnei i a Huawei me Cisco ki te rārangi.
I kī a LightCounting, i te tau 2022, ka noho a InnoLight, Coherent, Cisco, me Huawei i te neke atu i te 50% o te wahanga mākete waeine whatu o te ao, ā, ka whiwhi a InnoLight me Coherent i te tata ki te US$1.4 piriona i roto i ia moni whiwhi.
I runga i te nui o ngā rauemi a Cisco me Huawei i roto i te ao o ngā pūnaha whatunga, e tika ana kia noho ko rāua hei kaiārahi hou i roto i te mākete waeine whatu. I roto i a rātou, ko Huawei te kaiwhakarato matua o ngā waeine DWDM honohono 200G CFP2. I whai hua te pakihi a Cisco i te tukunga o te puranga tuatahi o ngā waeine whatu 400ZR/ZR+.
Ngā Hangarau Accelink me te Hisense Broadband'Ka neke atu i te US$600 miriona te moni whiwhi a te waeine whatu i te tau 2022. Ko Xinyisheng me Huagong Zhengyuan ngā tauira angitu o ngā kaihanga whakawhiti muka whatu Hainamana i ngā tau tata nei. Mā te hoko atu i ngā waeine whatu ki ngā kamupene rorohiko kapua, kua piki ake ō rātou tūranga ki te 10 o runga o te ao.
I taka a Broadcom (i riro i a Avago) i te rārangi i tēnei putanga, ā, ka noho tonu ki te tuaono o te ao i te tau 2021.
I kī a LightCounting ehara te taputapu whakawhiti whatu i te pakihi matua mā Broadcom, tae atu ki a Intel, engari kei te whakawhanake ngā kamupene e rua i ngā taputapu whatu kua tākaihia tahi.
Wā tuku: Pipiri-02-2023