Tsis ntev los no, LightCounting, lub koom haum tshawb fawb kev lag luam hauv kev lag luam kev sib txuas lus kho qhov muag, tau taw qhia hauv nws cov kev lag luam kwv yees rau kev sib txuas lus kho qhov muag IC chipsets tias xyoo 2023, kev muag khoom ntawm PAM4 chips yuav ntau dua US $ 1.1 billion, thaum kev muag khoom ntawm kev sib txuas DSP chipsets yuav poob rau US $ 800. lab. Kev muag khoom sib txawv ntawm ob hom DSP chipsets yuav tsum nthuav dav los ntawm 2024 txog 2026.
Tus tsav tsheb tseem ceeb ntawm kev ua lag luam rov qab los hauv 2024-2026 yuav yog kev xa tawm ntawm 800G PAM4 optics hauv cov pab pawg neeg txawj ntse. LightCounting cia siab tias kev muag khoom loj hlob ntawm PAM4 optics yuav qeeb hauv 2027-2029, nrog rau thawj ntim kev xa tawm ntawm cov kev daws teeb meem tawm (LPO thiab / lossis CPO) cuam tshuam tsis zoo rau kev muag khoom ntawm cov khoom siv kho qhov muag.
Kev rov qab los ntawm kev lag luam dav dua, suav nrog kev sib koom ua ke DWDM DSPs, xav tias yuav qeeb qeeb hauv 2024-2026, tab sis LightCounting tsis pom qhov kev poob qis hauv 2027-2029, thiab los ntawm 2028-2029, coherent DSP kev lag luam sib koom yuav maj mam rov zoo.
LightCounting qhov kev kwv yees kwv yees tias qhov nruab nrab muag tus nqi ntawm kev sib koom ua ke DSPs yuav nyob twj ywm 10 npaug siab dua qhov nruab nrab muag tus nqi ntawm PAM4 chips, raws li qhia nyob rau sab laug ntawm daim duab. Ntxiv rau qhov nyuaj dua ntawm coherent DSP chips, tus nqi siab dua ntawm cov khoom sib txuas kuj yog ib qho laj thawj rau nws qhov muag qis (raws li qhia hauv daim duab rau sab xis).
Txawm li cas los xij, nws kuj tseem ua tau rau cov neeg muag khoom DSP sib koom ua ke kom txo tau cov nqi khoom thiab kev siv hluav taws xob kom sib tw zoo dua nrog PAM4 cov kev daws teeb meem. Ib qho piv txwv zoo yog 100G ZR (80km kis tau tus mob ntau) DWDM module tau tsim los ntawm Coheren xyoo tas los, uas tau txais QSFP 28 daim ntawv foos. 800G ZRLite (2-10km kis nrug coherent) optical module tej zaum yuav yog cov khoom tom ntej.
Raws li cov ntaub ntawv tus nqi nce mus rau 200G thiab 400G ib channel lossis wavelength, qhov no yuav dhau los ua kev sib ntaus sib tua thaum ntxov rau DSPs sib koom ua ke sim nkag mus rau hauv cov ntaub ntawv chaw sib txuas ua lag luam. LightCounting qhov kev kwv yees tam sim no tsis suav nrog kev sib koom ua ke 1.6T Ethernet optical modules. Txawm li cas los xij, yog tias cov optical transceivers tau dhau los ua muaj thiab cov khoom xa tuaj nce, qhov no tuaj yeem txo qis tus nqi muag nruab nrab ntawm DSPs, raws li tau hais los ntawm tus xub liab dotted hauv daim duab.
Tsis tas li ntawd, kev xa tawm ntawm DSP-tsawg linear drive kev daws teeb meem (LPO thiab CPO) kuj tseem yuav dhau qhov kev cia siab los ntawm 2028-2029, ntxiv kev txwv PAM4 DSP kev muag khoom, raws li qhia los ntawm xiav dotted xub hauv daim duab.
Tsis tas li ntawd, LightCounting cia siab tias yuav muaj ntau tus neeg xa khoom nkag mus rau PAM4 thiab kev sib koom ua lag luam DSP, yog li ua kom muaj kev sib tw ntxiv thiab txo tus nqi muag. Tam sim no, ntau lub tuam txhab suav teb tau pib muab PAM4 DSP, thiab qee qhov ntawm lawv yuav tsim DSP sib koom ua ke yav tom ntej. Kev nkag ntawm Suav tuam txhab lag luam mus rau hauv cov khoom siv kho qhov muag module ua lag luam tau ua rau poob qis hauv cov nqi muag khoom. Los ntawm 2027-2029, tus nqi ntawm ob qho tib si PAM4 thiab DSP coherent yuav poob qis heev.
