Tsis ntev los no, lub tuam txhab tshawb fawb lag luam YOLE Group tau taw qhia hauv nws cov ntawv tshaj tawm kev lag luam tshiab uas AI-tsav kho qhov muag module lag luam yuav pom kev loj hlob ntawm 45%. Nws tau cia siab tias los ntawm 2024, kev ua lag luam kev txawj ntse kho qhov muag transceiver kev lag luam hauv cov ntaub ntawv kev sib txuas lus yuav ua tiav kev loj hlob ntawm ib xyoos mus txog 45%, uas qhia txog kev lag luam muaj zog thiab kev loj hlob dav dav.
Cov nyiaj tau los ntawm kev lag luam optical transceiver tau nqis me ntsis los ntawm US $ 11 nphom hauv 2022 rau US $ 10.9 billion, tab sis qhov no yog kev hloov kho ib ntus. Nrog kev nce qib ntawm kev siv thev naus laus zis thiab kev loj hlob txuas ntxiv ntawm kev xav tau ntawm kev lag luam, kev lag luam kho qhov muag yuav rov zoo sai thiab coj mus rau qhov kev loj hlob tshiab. Raws li YOLE Group qhov kev kwv yees, los ntawm 2029, tag nrho cov nyiaj tau los ntawm kev lag luam optical transceiver yuav tsum ncav cuag US $ 22.4 billion, qhia txog kev loj hlob muaj zog.
Cov kev siv thev naus laus zis no tau txhawb nqa kev xa tawm dav dav thiab siv cov cuab yeej siv kho qhov muag ceev nrog lawv cov kev siv hluav taws xob tsawg thiab kev ua kom muaj zog. Nrog rau kev txhim kho txuas ntxiv ntawm cov thev naus laus zis xws li kev suav huab, cov ntaub ntawv loj thiab Is Taws Nem ntawm Yam, qhov kev thov rau kev sib kis tau zoo thiab cov ntaub ntawv muaj txiaj ntsig tau nce ntxiv, uas tseem muab txoj hauv kev loj hlob loj rau kev lag luam kho qhov muag.
Txawm li cas los xij, pib thaum Lub Peb Hlis 2023, qhov kev thov rau 800G modules tau nce, uas tau tsav los ntawm cov neeg siv khoom loj, ua rau muaj kev loj hlob tseem ceeb hauv kev txiav txim thiab xa khoom xa tuaj. Tom qab xyoo 2023, qee lub tuam txhab kuj tseem xav tau 400G modules, uas qhia txog kev loj hlob ntawm AI-tsav kev lag luam. Cov neeg muag khoom tau npaj rau qhov kev loj hlob no los ntawm kev ua kom muaj peev xwm ntau lawm thiab ruaj ntseg cov ntaub ntawv raw, tso lawv tus kheej kom loj hlob hauv cov nyiaj tau los hauv 800G thiab 400G ntu.
Cov nyiaj tau los hauv kev lag luam optical transceiver poob qis me ntsis, los ntawm $ 11.0 billion hauv 2022 txog $ 10.9 nphom hauv 2023, tab sis xav tias yuav ncav cuag $ 22.4 billion los ntawm 2029, uas tau tsav los ntawm kev thov siab rau cov ntaub ntawv tus nqi siab tshaj 400G los ntawm huab kev pabcuam. cov neeg ua haujlwm thiab cov neeg siv xov tooj hauv tebchaws. Cov nyiaj tau los loj hlob yuav tsum nce mus txog 27% hauv 2024, tau tsav los ntawm kev txiav txim loj AI infrastructure thiab cov ntaub ntawv chaw network hloov kho mus rau 800G.
Kev thov rau 400G thiab 800G cov ntaub ntawv sib txuas lus transceiver modules ua rau muaj kev loj hlob ntawm cov nyiaj tau los. Kev lag luam yog txav los ntawm 100Gb / s ib channel mus rau 800G txuas ntawm 200Gb / s ib channel kom txo tau hwj chim noj thiab nqi. EML thiab CW-DFB cov khoom siv tau npaj rau 200G / channel daim ntawv thov, thaum 200G / wavelength VCSELs xav tias yuav nkag mus rau ntau lawm hauv 2026.
Integrated photonics yuav tsum muab tus nqi qis, scalable kho qhov muag daws teeb meem hauv kev sib txuas lus. Raws li kev sib txuas kho qhov muag txav mus rau qhov nrawm dua thiab luv dua, silicon photonics (SiPh) tau maj mam tshwm sim. Siv CMOS thev naus laus zis, SiPh muaj qhov zoo ntawm kev ua haujlwm siab, tus nqi qis, cov khoom lag luam siab thiab kev tsim khoom loj. Txawm hais tias SiPh tuaj yeem nqa ntau yam khoom siv photonic, nws qhov chaw laser muaj qee qhov kev txwv piv rau III-V cov ntaub ntawv xws li InP thiab GaAs.
Ib qho kev xaiv rau ntim optics (CPO) yog linear drive pluggable optics (LPO), uas tsis muaj DSP lossis CDR, yog li txo qis kev siv hluav taws xob thiab latency. Qhov no yog qhov tseem ceeb rau kev hloov-rau-hloov, hloov-rau-neeg rau zaub mov, thiab GPU-rau-GPU kev sib txuas hauv tshuab kev kawm (ML) thiab kev ua haujlwm siab (HPC). LPO tuaj yeem siv tau rau hauv ntau hom (VCSEL) thiab singlemode (EML, SiPh) daim ntawv thov, tab sis yog qhov zoo tshaj plaws siv ua ke nrog linear modulators xws li TFLN (thin film lithium niobate), BTO (barium titanate) thiab organics. Lub tshuab thev naus laus zis rau LPO tau npaj txhij los koom ua ke 100G SerDes rau hauv lub network hloov tshiab chips. Ntawm lub rooj sib tham OFC 2024, lub hom phiaj ntawm kev sib tham yog nyob rau hauv linear txais optics (LRO) rau 1600G (8x200G) daim ntawv thov, uas txhim kho kev ua tau zoo, kev tsim cov npoo thiab robustness.
Qhov teeb meem ntawm kev lag luam cov ntaub ntawv xaus ntawm no! FOCC tau cog lus los muab cov neeg siv khoom zoo, ua haujlwm siab kho qhov muag module khoom kom cov neeg siv khoom tuaj yeem teb tau zoo dua rau kev hloov pauv kev lag luam.