Imakethe yemishini yokuxhumana yenethiwekhi yaseShayina ikhule kakhulu eminyakeni yamuva nje, idlula izitayela zomhlaba. Lokhu kwanda mhlawumbe kungenxa yesidingo esinganeliseki samaswishi nemikhiqizo engenantambo eqhubeka nokuqhubekisela phambili imakethe. Ngo-2020, izinga lemakethe yokushintshashintsha yebhizinisi laseShayina lizofinyelela cishe ku-$3.15 billion, okuwukunyuka okukhulu ngo-24.5% kusukela ngo-2016. Okunye okuphawulekayo kwaba imakethe yemikhiqizo engenantambo, ebiza cishe izigidi ezingu-880 zamaRandi, okukhuphuke ngo-44.3% kusuka ku-$610. million eyaqoshwa ngo-2016. Imakethe yezimpahla zenethiwekhi yomhlaba wonke nayo ibilokhu ikhula, amaswishi nemikhiqizo engenazintambo ehamba phambili.
Ngo-2020, ubukhulu bemakethe yokushintsha i-Ethernet yebhizinisi buzokhula bufinyelele cishe ku-US$27.83 billion, okuwukunyuka ngo-13.9% kusukela ngo-2016. Ngokunjalo, imakethe yemikhiqizo engenantambo ikhule yafinyelela cishe ku-$11.34 billion, okuwu-18.1% ukwenyuka kwenani eliqoshwe ngo-2016. . Emikhiqizweni yokuxhumana yenethiwekhi yasekhaya yase-China, isivinini sokuvuselela nokuphindaphinda sisheshiswe kakhulu. Phakathi kwazo, isidingo samandandatho kazibuthe amancane ezindaweni zokusebenza ezibalulekile ezifana neziteshi eziyisisekelo ze-5G, amarutha e-WIFI6, amabhokisi aphezulu, nezikhungo zedatha (okuhlanganisa ukushintshwa namaseva) siyaqhubeka nokukhuphuka. Ngakho-ke, sibheke phambili ekuboneni izixazululo ezintsha ezihlinzeka ngoxhumano lwe-inthanethi olusheshayo noluthembekile ukuze kuhlangatshezwane nezidingo ezihlala zishintsha zomhlaba wanamuhla osheshayo.
Iziteshi eziyisisekelo ze-5G ezingaphezu kwezigidi ezingu-1.25 zengezwe ngonyaka odlule
Ukuthuthukiswa kobuchwepheshe kuyinqubo engapheli. Njengoba izwe lilwela ukuba ngcono futhi ngokushesha, amanethiwekhi okuxhumana anjalo. Ngokuthuthuka kobuchwepheshe kusuka ku-4G kuya ku-5G, isivinini sokudlulisa samanethiwekhi okuxhumana senyuke kakhulu. I-electromagnetic wave frequency band nayo iyanda ngokufanele. Uma kuqhathaniswa namabhendi amafrikhwensi amakhulu asetshenziswa i-4G yi-1.8-1.9GHz kanye no-2.3-2.6GHz, irediyasi yokufakwa kwesiteshi eyisisekelo ingamakhilomitha angu-1-3, kanti amabhendi efrikhwensi asetshenziswa i-5G ahlanganisa i-2.6GHz, 3.5GHz, 4.9GHz, kanye naphezulu -amabhendi wefrequency ngaphezu kwe-6GHz. Lawa mabhendi efrikhwensi acishe abe izikhathi ezi-2 kuye kwezingu-3 ngaphezu kwamafrikhwensi esignali e-4G akhona. Kodwa-ke, njengoba i-5G isebenzisa ibhendi yefrikhwensi ephakeme, ibanga lokudlulisela isignali nomthelela wokungena kuba buthaka ngokuqhathaniswa, okuholela ekwehleni kwerediyasi yokukhava yesiteshi esiyisisekelo esihambisanayo. Ngakho-ke, ukwakhiwa kweziteshi eziyisisekelo ze-5G kudinga ukuqina, futhi ukuminyana kokuthunyelwa kudinga ukwanda kakhulu. Isistimu yefrikhwensi yomsakazo wesiteshi esiyisisekelo inezici ze-miniaturization, isisindo esilula, nokuhlanganiswa, futhi idale inkathi entsha yobuchwepheshe emkhakheni wezokuxhumana. Ngokwemininingwane evela eMnyangweni Wezimboni Nobuchwepheshe Bolwazi, ekupheleni konyaka ka-2019, inani leziteshi eziyisisekelo ze-4G ezweni lami lase lifinyelele ezigidini ezingu-5.44, ezibalwa ngaphezu kwengxenye yenani eliphelele leziteshi eziyisisekelo ze-4G emhlabeni. Isamba seziteshi eziyisisekelo ze-5G ezingaphezu kuka-130,000 zakhiwe ezweni lonke. Kusukela ngoSepthemba 2020, inani leziteshi ze-5G ezweni lami selifinyelele ku-690,000. UMnyango Wezimboni Nobuchwepheshe Bolwazi ubikezela ukuthi inani leziteshi ezintsha ze-5G ezweni lami lizokhula ngokushesha ngo-2021 nango-2022, ngenani eliphakeme elingaphezu kwezigidi ezingu-1.25. Lokhu kugcizelela isidingo sokuqhubeka nokusungula izinto ezintsha embonini yezokuxhumana ukuze kuhlinzekwe ukuxhumana kwe-inthanethi okusheshayo, okuthembeke kakhulu, nanamandla emhlabeni jikelele.
I-Wi-Fi6 igcina izinga lokukhula elihlanganisiwe lika-114%
I-Wi-Fi6 iyisizukulwane sesithupha sobuchwepheshe bokufinyelela okungenantambo, obufanele amatheminali omuntu angaphakathi angenantambo ukuze afinyelele ku-inthanethi. Inezinzuzo zezinga eliphezulu lokudlulisela, isistimu elula, nezindleko eziphansi. Ingxenye eyinhloko yerutha ukuze ubone umsebenzi wokudlulisa isignali yenethiwekhi i-transformer yenethiwekhi. Ngakho-ke, enqubweni yokubuyisela ephindaphindiwe yemakethe ye-router, isidingo sama-transformer enethiwekhi sizokhula kakhulu.
Uma iqhathaniswa ne-Wi-Fi5 yenhloso evamile yamanje, i-Wi-Fi6 iyashesha futhi ingafinyelela izikhathi ezingu-2.7 kune-Wi-Fi5; ukonga amandla amaningi, okusekelwe kubuchwepheshe bokonga amandla we-TWT, kungasindisa izikhathi ezingu-7 ukusetshenziswa kwamandla; isivinini esimaphakathi sabasebenzisi ezindaweni eziminyene siyakhuphuka Okungenani izikhathi ezi-4.
Ngokusekelwe ezinzuzweni ezingenhla, i-Wi-Fi6 inohlu olubanzi lwezinhlelo zokusebenza zesikhathi esizayo, ezifana nevidiyo ye-VR yamafu/ukusakazwa bukhoma, okuvumela abasebenzisi ukuthi bazizwe becwile; ukufunda kude, ukusekela ukufundwa kwekilasi okuku-inthanethi okubonakalayo; ikhaya elihlakaniphile, amasevisi e-inthanethi Yezinto ezizenzakalelayo; imidlalo yesikhathi sangempela, njll.
Ngokusho kwedatha ye-IDC, i-Wi-Fi6 yaqala ukubonakala ngokulandelana kwabanye abakhiqizi abajwayelekile engxenyeni yesithathu ka-2019, futhi kulindeleke ukuthi ithathe u-90% wemakethe yenethiwekhi engenantambo ngo-2023. Kulinganiselwa ukuthi u-90% wamabhizinisi azosebenza. Amarutha e-Wi-Fi6 kanye ne-Wi-Fi6. Inani lomkhiqizo kulindeleke ukuthi ligcine izinga lokukhula elihlanganisiwe lika-114% futhi lifinyelele ku-US $ 5.22 billion ngo-2023.
Ukuthunyelwa kwamabhokisi asezingeni eliphezulu emhlabeni wonke kuzofinyelela kumayunithi ayizigidi ezingama-337
Amabhokisi aphezulu aguqule indlela abasebenzisi basekhaya abafinyelela ngayo okuqukethwe kwemidiya yedijithali kanye nezinsizakalo zokuzijabulisa. Ubuchwepheshe busebenzisa ingqalasizinda yenethiwekhi ye-telecom Broadband kanye nama-TV njengamatheminali okubonisa ukuze anikeze ulwazi olusebenzayo olujulile. Ngohlelo lokusebenza oluhlakaniphile namandla okwandisa izinhlelo zokusebenza ezicebile, ibhokisi lokubeka phezulu linemisebenzi ehlukahlukene futhi lingenziwa ngendlela oyifisayo ngokuya ngokuthandwa komsebenzisi kanye nezidingo. Enye yezinzuzo eziyinhloko zebhokisi le-set-top inombolo enkulu yezinsizakalo ze-multimedia ezisebenzayo ezihlinzekayo.
Kusukela ku-TV ebukhoma, ukurekhoda, ividiyo-efuneka kakhulu, ukuphequlula iwebhu kanye nemfundo eku-inthanethi kuya emculweni we-inthanethi, ukuthenga nokudlala, abasebenzisi abashodi ngezinketho. Ngokuthandwa okwandayo kwama-smart TV kanye nokuthandwa okwandayo kwamashaneli anencazelo ephezulu, isidingo samabhokisi aphezulu siyaqhubeka sikhuphuka, sifinyelela emazingeni angakaze abonwe. Ngokwezibalo ezikhishwe yiGrand View Research, ukuthunyelwa kwamabhokisi asezingeni eliphezulu emhlabeni jikelele kugcine ukukhula okuqinile phakathi neminyaka edlule.
Ngo-2017, ukuthunyelwa kwama-set-top box emhlabeni jikelele bekungamayunithi ayizigidi ezingama-315, azokhuphuka afinyelele ezigidini ezingama-331 ngo-2020. Ngokulandela lesi simo esikhuphukayo, ukuthunyelwa okusha kwamabhokisi aphezulu kulindeleke ukuthi kufinyelele kumayunithi angama-337 futhi kufinyelele kumayunithi ayisigidi ngo-2022, okubonisa isidingo esinganeliseki salobu buchwepheshe. Njengoba ubuchwepheshe buqhubeka nokuvela, amabhokisi aphezulu kulindeleke ukuthi athuthuke kakhulu, ahlinzeke abasebenzisi ngamasevisi angcono nolwazi. Ikusasa lamabhokisi aphezulu ngokungangabazeki liqhakazile, futhi ngesidingo esikhulayo sokuqukethwe kwe-multimedia yedijithali nezinsizakalo zokuzijabulisa, lobu buchwepheshe kulindeleke ukuthi budlale indima enkulu ekulolongeni indlela esifinyelela ngayo futhi sisebenzisa okuqukethwe kwemidiya yedijithali.
Isikhungo sedatha yomhlaba wonke sibhekene nomjikelezo omusha woshintsho
Ngokufika kwenkathi ye-5G, izinga lokudluliswa kwedatha kanye nekhwalithi yokudlulisela kuye kwaba ngcono kakhulu, futhi umthamo wokudluliswa kwedatha nokugcinwa kwedatha emikhakheni efana ne-high-definition video/ ukusakaza bukhoma, i-VR/AR, ikhaya elihlakaniphile, imfundo ehlakaniphile, i-smart. ukunakekelwa kwezokwelapha, nezinto zokuhamba ezihlakaniphile ziqhumile. Izinga ledatha liye landa ngokwengeziwe, futhi umjikelezo omusha woshintsho ezikhungweni zedatha uyakhula ngesivinini ngendlela ehlanganisa yonke indawo.
Ngokwe-“Data Center White Paper (2020)” ekhishwe yi-China Academy of Information and Communications Technology, ekupheleni konyaka ka-2019, isamba samarekhi esikhungo sedatha asetshenziswa e-China sifinyelele ezigidini ezingu-3.15, nokukhula okuphakathi konyaka. izinga elingaphezu kwama-30% kule minyaka emihlanu edlule. Ukukhula kuyashesha, inani lidlula i-250, futhi usayizi we-rack ufinyelela ezigidini ezingu-2.37, obala ngaphezu kuka-70%; kunezikhungo zedatha ezingaphezu kuka-180 ezinkulu nangaphezulu ezakhiwayo, i
Ngo-2019, imali yemakethe ye-IDC (Internet Digital Center) yaseChina yafinyelela cishe kuma-yuan ayizigidi eziyizinkulungwane ezingama-87.8, ngesilinganiso sokukhula esiyinhlanganisela esingaba ngu-26% eminyakeni emithathu edlule, futhi kulindeleke ukuthi igcine umfutho wokukhula ngokushesha esikhathini esizayo.
Ngokusho kwesakhiwo sesikhungo sedatha, ukushintshwa kudlala indima ebalulekile ohlelweni, futhi i-transformer yenethiwekhi ithatha imisebenzi ye-switch data transmission interface kanye nokucutshungulwa komsindo. Iqhutshwa ukwakhiwa kwenethiwekhi yezokuxhumana kanye nokukhula kwethrafikhi, ukuthunyelwa kwamaswishi emhlabeni wonke kanye nosayizi wemakethe kugcine ukukhula okusheshayo.
Ngokombiko we- “Global Ethernet Switch Router Market Report” okhishwe yi-IDC, ngonyaka ka-2019, imali ephelele yemakethe yokushintsha i-Ethernet yomhlaba wonke yayingama-US $ 28.8 billion, okuwukunyuka konyaka ngonyaka ngama-2.3%. Ngokuzayo, isikali semakethe yemishini yenethiwekhi yomhlaba jikelele sizokhula, futhi amaswishi nemikhiqizo engenantambo kuzoba yizisusa eziyinhloko zokukhula kwemakethe.
Ngokusho kwesakhiwo, amaseva esikhungo sedatha angahlukaniswa abe amaseva we-X86 kanye namaseva angewona ama-X86, phakathi kwawo i-X86 isetshenziswa kakhulu emabhizinisini amancane naphakathi namabhizinisi angabalulekile.
Ngokwemininingwane ekhishwe yi-IDC, ukuthunyelwa kwamaseva e-X86 e-China ngo-2019 bekulinganiselwa kumayunithi ayizigidi ezi-3.1775. I-IDC ibikezela ukuthi ukuthunyelwa kweseva ye-X86 yase-China kuzofinyelela kumayunithi ayizigidi ezingu-4.6365 ngo-2024, futhi izinga lokukhula elihlanganisiwe lonyaka phakathi kuka-2021 no-2024 lizofinyelela ku-8.93%, elihambisana ngokuyisisekelo nezinga lokukhula lokuthunyelwa kwamaseva omhlaba.
Ngokusho kwedatha ye-IDC, ukuthunyelwa kwamaseva e-X86 e-China ngo-2020 kuzoba amayunithi ayizigidi ezingu-3.4393, okungaphezulu kwalokho obekulindelwe, futhi izinga lokukhula lilonke liphezulu uma kuqhathaniswa. Iseva inenani elikhulu lezixhumanisi zokudlulisa idatha yenethiwekhi, futhi isikhombimsebenzisi ngasinye sidinga i-transformer yenethiwekhi, ngakho-ke isidingo sama-transformer enethiwekhi siyakhula ngokukhula kwamaseva.
Isikhathi sokuthumela: May-26-2023
