Txawm hais tias muaj qhov cuam tshuam los ntawm COVID-19, txij xyoo 2019 txog 2024, cov ntaub ntawv chaw hloov nyiaj yuav nce siab ntawm qhov kev sib koom ua ib xyoos ib zaug ntawm 4%. Qhov no yog raws cov kev hloov tshiab ntawm Dell' Oro Group cov ntaub ntawv nruab nrab hloov chaw ua lag luam tsib xyoos kev kwv yees ceeb toom.
Daim ntawv tshaj tawm qhia tias txij xyoo 2019 txog 2024, cov ntaub ntawv nruab nrab ntawm lub chaw hloov pauv kev lag luam tau cia siab tias yuav muaj kev loj hlob ntxiv ntawm 4%, nce mus txog $ 17 txhiab nyob rau thaum xaus ntawm lub sijhawm kwv yees.
Txawm hais tias KEVID-19 muaj kev sib kis thoob plaws, cov lus pom zoo hloov tshiab ntawm ib qhov kev sib tw ib xyoos ib zaug ntawm 4% tsuas yog qis dua li 5% kev kwv yees nyob rau Lub Ib Hlis.
Daim ntawv tshaj tawm qhia meej tias feem ntau cov kev hloov pauv sab hauv yog los ntawm cov kev pabcuam huab, tsis suav nrog cov chaw lag luam thiab cov chaw muab kev pabcuam hauv xovtooj (SP).
Thaum lub sijhawm kwv yees, cov kev pabcuam huab-huab tau kwv yees li 60% ntawm tag nrho cov nyiaj tau los ntawm cov chaw hloov ntaub ntawv, suav rau ntau dua 70% ntawm qhov kev hloov kho txhua xyoo.
Tib lub sijhawm, kev kwv yees tam sim no rau huab xam kev ua lag luam qhia tsuas yog kho me ntsis qis dua. Cov ntu huab suav nrog plaub sab saum toj huab hauv Tebchaws Meskas (Google, Amazon, Microsoft, thiab Facebook), yog huab saum huab peb hauv SPs hauv Suav (Alibaba, Tencent, thiab Baidu), thiab lwm 2/3 txheej huab SPs. Feem ntau ntawm lawv yog cov ntsiab lus huab muab kev pabcuam.
Hauv thaj chaw tsis-huab, Dell'Oro Group tau txo qis kev kwv yees rau cov kev lag luam loj thiab cov lag luam me thiab nruab nrab. Txawm li cas los xij," loj ua lag luam" ntu (suav nrog Fortune 2000 cov tuam txhab) xav tias yuav rov qab mus rau txoj kev loj hlob thiab tshaj nws qhov kev npaj ua ntej-kev them nyiaj xyoo 2019 nyob rau xyoo 2021, thaum cov kev lag luam me thiab nruab nrab yuav poob qis thaum lub sijhawm kwv yees.
Thaum lub sijhawm thiab tomqab kis tus kabmob khaub thuas kis thoob lub ntiaj teb, qee ntawm 2/3 qib huab huab SPs yuav cia siab rau qib 1 pej xeem huab muab nthuav dav. Kev siv huab huab pej xeem SP yog lwm txoj hauv kev, ua rau lawv nthuav tawm thiab txo kev muaj peev xwm raws li kev thov.
Daim ntawv tshaj tawm tseem pom tau tias kev pom zoo ntawm 400 Gbps txog 2020 yuav txuas ntxiv tsav los ntawm Google thiab Amazon thiab tau txais txiaj ntsig feem ntau hloov pauv kev muag khoom. Tib lub sijhawm, Facebook thiab Microsoft yuav tsis lees txais 200/400 Gbps txog 2020.
Ntxiv rau, Google (tom qab los ntawm Amazon) yuav yog thawj tus tau txais 800 Gbps nyob rau hauv 2023 lossis 2024. Qhov muaj 100 G SerDes thev naus laus zis yuav tsav kev loj hlob ntawm 800 Gbps, uas yuav tso cai rau kom ceev 100 Gbps lossis tuab 400 Gbps systems yuav tsum tau ua hauv 1 U loj (piv txwv, txhua qhov chaw nres nkoj 800 Gbps tuaj yeem siv ua 2x400 Gbps lossis 8x100 Gbps). Qhov 100 G SerDes kuj tso cai sib txuas hluav taws xob thiab sib txuas.
Nrog kev hloov mus rau 400 Gbps thiab cov kev nrawm dua, lub luag haujlwm ntawm optics yuav ua qhov tseem ceeb vim muaj ntau qhov laj thawj, suav nrog qhov nce nqi ntawm optics thiab tseem muaj peev xwm los hloov DWDM systems hauv Data Center Interconnect (DCI) Thiab lub peev xwm tsiv mus rau co-encapsulation.
Vim li no, qee cov hloov xa khoom siv yog ua kom lawv cov khoom siv transceiver kho qhov muag. Cov kws tshawb nrhiav tau hais tias lawv tseem xav pom ntau txoj kev sib koom ua ke thiab kev nrhiav hauv kev ua lag luam yog li hloov chaw, nti thiab cov khoom siv kho qhov muag kom ua tau lawv tus kheej thaum lub sijhawm hloov mus.
Thaum kawg, nyob rau lub sijhawm kwv yees, kev siv cov kev faib tawm cov qauv sib txawv yuav txuas ntxiv, txawm tias tus nqi qis dua li xyoo dhau los.
