0755-23179541
sales@oyii.net.png)
8618926041961
Txij li Q3 2025, kev lag luam thoob ntiaj teb fiber optic cable tau tawg dawb los ntawm ntau xyoo ntawm cov nqi poob qis, pib qhov kev nce nqi ruaj khov thiab cov qauv uas tsis qhia tias yuav txo qis. Sib txawv ntawm kev hloov kho tus nqi sib xws hauv cov voj voog dhau los, qhov kev nce qib no nthuav tawm qhov sib txawv ntawm cov khoom lag luam, cov channel yuav khoom thiab cov lag luam hauv cheeb tsam, ua rau muaj kev cov nyom tseem ceeb rau kev ua haujlwm thiab kev yuav khoom rau cov neeg siv khoom lag luam,chaw khaws ntaub ntawvcov neeg tsim khoom,kev sib txuas lus hauv xov toojcov neeg teb xov tooj thiab cov neeg koom ua ke thoob ntiaj teb. Txhawb nqa los ntawm cov ntaub ntawv kev lag luam uas tau txheeb xyuas thiab kev txawj ntse ntawm cov khoom xa tuaj, tsab xov xwm no txiav txim siab txog cov tsav tsheb tseem ceeb, kev txav mus los ntawm tus nqi thiab kev lag luam mus sij hawm ntev ntawm qhov kev hloov pauv tseem ceeb no.
Raws li CRU thiab cov ntaub ntawv kev yuav khoom hauv tsev, tus chij G.652.D ib hom fiber, lub hauv paus ntawm kev sib txuas lus ib txwm muaj thiab FTTH, tau sau cov nqi nce ntxiv ntau dua 30% txij li thaum ntxov xyoo 2025. Txij thaum kawg Lub Kaum Ob Hlis 2025 txog nruab nrab Lub Ib Hlis 2026, tus nqi ntawm cov fiber G.652.D xoob tau nce siab los ntawm kwv yees li 20 yuan ib fiber-kilometer mus rau ntau dua 35 yuan ib fiber-kilometer, nrog rau qee qhov kev hais lus hauv cheeb tsam tshaj 44 yuan ib fiber-kilometer. Cov ntu fiber siab thiab tshwj xeeb tau pom qhov nce ntxiv ntau dua: G.657.A fiber tsis khoov, dav siv hauv cov chaw khaws ntaub ntawv thiab cov tub rog-qib drone kev sib txuas lus, tau nce ntxiv los ntawm ntau dua 30 yuan ib fiber-kilometer mus rau ntau dua 50 yuan ib fiber-kilometer hauv ib hlis. G.654.E ultra-low loss long-haul fiber, OM5 high-bandwidth multi-mode fiber thiab hollow-core fiber hais kom muaj 20% txog 30% premium, nrogcov fiber hollow-coretus nqi ncav cuag ze li ntawm 1000 npaug ntawm tus qauv G.652.D fiber. Lub caij no, cov nqi yuav khoom hauv nruab nrab ntawm cov neeg nqa khoom, uas yog lub hauv paus ruaj khov ntev, tau rov qab los ntau heev - China Tower's 2025-2026 GYTA G.652.D 24-core cable procurement teeb tsa tus nqi pib ntawm 1197 yuan ib sheath-kilometer, thaum cov kev yuav khoom hauv cheeb tsam China Telecom tau sau cov qab nthab siab dua txog 49%, lees paub qhov kev rov qab los ntawm kev lag luam dav dav.
Qhov kev nthuav dav ntawm AI computing infrastructure sawv cev rau qhov tseem ceeb catalyst hloov kho lub ntiaj teb fiber optic kev muab khoom-kev thov dynamics. Kev tshuaj xyuas kev lag luam lees paub tias AI-optimized hyperscale data centers siv 5 txog 10 npaug ntau dua fiber optic infrastructure dua li cov chaw huab ib txwm muaj, nrog rau Data Center Interconnect (DCI) thiab intra-data center high-speed interconnect tshwm sim ua qhov kev thov loj hlob sai tshaj plaws. CRU cov ntaub ntawv qhia tau hais tias thoob ntiaj teb data center fiber thov tau nce 75.9% xyoo-rau-xyoo hauv xyoo 2025, thiab qhov no kwv yees tias yuav suav txog 30% ntawm tag nrho cov kev thov fiber thoob ntiaj teb los ntawm 2027, nce los ntawm tsuas yog 5% hauv xyoo 2024. North American hyperscalers, ua tus thawj coj loj hauv kev cob qhia qauv lus thiab kev sib tw xaus lus, tau tso cov xaj loj rau cov khoom fiber ua tau zoo, nqus cov khoom muag thoob ntiaj teb ntawm cov fiber tshwj xeeb thiab ua rau muaj kev tsis txaus ntawm cov khoom siv thoob plaws tag nrho cov saw hlau. Qhov no ua ke, kev thov fiber ntau rau cov tub rog los ntawm cov tshuab sib txuas lus tsis muaj neeg tsav (UAV) tau tshwm sim los ua tus tsav tsheb tseem ceeb, nrog rau kev thov fiber ntau txhua xyoo ntawm UAV ncav cuag 50-60 lab fiber-kilometers hauv xyoo 2025, suav txog ze li ntawm 10% ntawm tag nrho cov kev thov thoob ntiaj teb.
Nyob rau sab kev muab khoom, lub peev xwm tsim khoom tsis yooj ywm thiab lub voj voog nthuav dav ntev tau tsim cov teeb meem kev muab khoom tsis tu ncua, ua rau kev lag luam nruj dua. Optical fiber preform, cov khoom siv raw tseem ceeb, suav nrog cov txheej txheem tsim khoom nyuaj heev nrog lub voj voog nthuav dav tus qauv ntawm 18 txog 24 lub hlis, txhais tau tias lub peev xwm tshiab pib hauv xyoo 2025 yuav tsis mus txog kev lag luam kom txog rau xyoo 2026 lossis 2027. Cov tuam txhab tsim khoom thoob ntiaj teb suav nrog Yangtze Optical Fiber thiab Cable, Hengtong Optic-Electric thiab FiberHome tau hloov pauv txoj hauv kev tsim khoom preform thiab fiber tsawg rau cov kab fiber tshwj xeeb uas muaj txiaj ntsig siab, ncaj qha txo cov zis ntawm tus qauv G.652.D fiber rau kev siv telecom thiab FTTx ib txwm muaj. Qhov kev hloov pauv peev xwm no tau ua rau muaj kev tsis txaus khoom hauv kev lag luam tseem ceeb, txawm tias tag nrho cov peev xwm tsim khoom lag luam tseem ruaj khov. Tsis tas li ntawd, kev thov txawv teb chaws los ntawm North America, Middle East thiab Southeast Asia tau tsav tsheb nce siab hauv Suav teb.fiber optic cablekev xa khoom mus rau txawv teb chaws, ua rau muaj kev nyuaj siab ntxiv rau kev muab khoom hauv tsev thiab thawb cov nqi khoom tawm hauv Hoobkas rau cov xaj ntau.
Kev pom zoo ntawm kev lag luam, txhawb nqa los ntawm kev tsim qauv kev muab khoom-kev thov, qhia tau hais tias qhov kev nce nqi no yuav kav ntev txog xyoo 2026, nrog rau lub voj voog tag nrho uas kav ntev li 2 txog 3 xyoos. Kev thov fiber thoob ntiaj teb kwv yees tias yuav tshaj 800 lab fiber-kilometers txog xyoo 2027, thaum kev muab khoom zoo yuav qeeb vim yog kev poob qis ntawm kev tsim khoom los ntawm kev hloov pauv peev xwm - cov kab tsim khoom fiber tshwj xeeb ua haujlwm ntawm 30% qis dua li cov kab fiber txheem, ua rau qhov sib txawv ntawm kev muab khoom tiag tiag dhau ntawm qib kwv yees 5%. Rau cov neeg yuav khoom lag luam, cov tswv yim txo kev pheej hmoo ua ntej yog qhov tseem ceeb: kev ruaj ntseg cov ntawv cog lus ntev nrog cov chaw tsim khoom tsim nyog, kev sib txawv ntawm cov chaw muab khoom thoob plaws hauv tsev thiab txawv teb chaws, thiab kev txiav txim siab ua ntej kev npaj cov khoom muag rau cov fibers G.652.D, G.657.A thiab OM5 uas muaj qhov tseem ceeb tuaj yeem tiv thaiv kev hloov pauv ntawm tus nqi. Cov neeg teb xov tooj uas npaj cov khoom siv hauv nruab nrab thiab cov neeg tsim khoom hauv chaw khaws ntaub ntawv ua cov tsev loj yuav tsum koom ua ke kev kwv yees tus nqi ntev rau hauv kev npaj nyiaj txiag thiab cov txheej txheem tswj kev pheej hmoo ntawm cov khoom siv.
Thaum lub ntiaj teb kev lag luam fiber optic cable nkag mus rau hauv kev hloov pauv, kev loj hlob raws li kev thov, cov neeg koom nrog kev lag luam yuav tsum hloov pauv ntawm kev tswj tus nqi rov ua dua mus rau kev npaj ua ntej. Los ntawm kev saib xyuas cov peev xwm tso tawm ua ntej, taug qab kev hloov pauv ntawm kev thov AI thiab siv cov ntaub ntawv tsav tsheb cov khoom xa tuaj, cov lag luam tuaj yeem taug kev kev hloov pauv ntawm kev lag luam thiab tau txais txiaj ntsig zoo hauv kev sib txuas lus optical thoob ntiaj teb.
