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Lub ntiaj tebkev lag luam fiber optictab tom nkag mus rau hauv lub voj voog nce siab uas tsav los ntawm cov khoom siv hauv paus ntawm kev txawj ntse,chaw khaws ntaub ntawvkev nthuav dav, thiab kev yuav khoom loj ntawm cov neeg teb xov tooj. Raws li lub zog suav AI thiab kev hloov pauv digital nrawm dua, qhov xav tau rau Optical Fiber Assemblies cov kev daws teeb meem,fiber optic cable, thiablub network fiberkev tsim kho txuas ntxiv mus thoob plaws ntiaj teb kev lag luam. Lub lim tiam no kev tshuaj xyuas kev lag luam tsom mus rau kev rov qab los ntawm cov nqi fiber, kev ua tiav ntawm China Mobile txoj kev yuav khoom siv hluav taws xob tshwj xeeb, thiab lub peev xwm loj hlob mus sij hawm ntev uas tsav los ntawm AI-tsav optical interconnection. Tag nrho cov saw hlau kev lag luam, suav nrog cov hlua khi, FC / SC / ST / LC connectors, MPO / MTP modules, Armoured cables, FTTH, thiabCov kev daws teeb meem FTTX, tau txais txiaj ntsig los ntawm kev txhim kho cov qauv kev lag luam thiab kev thov nce ntxiv.
Ib qho tseem ceeb tshaj plaws lub lim tiam no yog kev ua tiav ntawm China Mobile 2026–2027 Special Fiber Optic Cable Procurement. Qhov project no npog tag nrho qhov ntev ntawm 79,400 sheath kilometers, sib npaug rau 3.131 lab core kilometers, nrog rau qhov siab tshaj plaws ntawm RMB 251.2471 lab (tsis suav nrog se). Yim lub tuam txhab tsim khoom tau raug xaiv los ua cov neeg twv txiaj zoo, thiab xya tus neeg muag khoom tseem ceeb twv tus nqi tag nrho. Qhov tshwm sim no yog qhov kev hloov pauv tseem ceeb hauv tus qauv kev muab khoom-kev thov ntawm kev lag luam fiber optic cable, ntxiv kev sib koom ua ke ntawm kev nce ntim thiab tus nqi. Rau cov tuam txhab muab kev pabcuamCov Khoom Siv Fiber Optical Fiber, qhov kev rov zoo no txhais tau tias cov xaj ruaj khov, kev ua lag luam zoo dua, thiab kev thov kom muaj cov khoom lag luam zoo xws liCov xov hlau uas muaj hlau tiv thaiv, FTTH thiab FTTX systems,MPO/MTPcov khoom sib txuas, thiab cov khoom siv kho vajtse tshaj lij.
Nrog rau kev yuav khoom ntawm cov neeg nqa khoom, kev nqis peev thoob ntiaj teb hauv AI infrastructure tab tom txhawb nqa kev sib txuas fiber optic thiab cov kev daws teeb meem fiber optic network. Meta nyuam qhuav tshaj tawm cov phiaj xwm los nqis peev ntau dua $ 10 billion hauv kev tsim kho chaw khaws ntaub ntawv tshiab, uas tsav tsheb ncaj qha rau kev xav tau rau kev sib kis fiber ntau ceev, kev sib txuas ceev ceev, thiab kev pabcuam teeb tsa fiber optic. Cov chaw khaws ntaub ntawv no xav tau cov khoom sib txuas lus optical tag nrho, suav nrog FC / SC / ST / LC connectors, MPO / MTP assemblies, Armoured fiber optic cables, thiab cov kab ke cabling. Hauv kev lag luam hauv tsev, cov tuam txhab AI ua lag luam tab tom npaj los tsim cov qauv loj tshiab nrog cov peev xwm yooj yim zoo dua thiab cov haujlwm Agent theem lag luam. Cov nthwv dej ntawm kev hloov kho qauv no yuav tsav tsheb ntxiv kev nqis peev kho vajtse thiab nthuav kev xav tau rau cov khoom siv fiber optic.
Hais txog kev koom tes hauv kev lag luam, Tianfu Communication tau tsim kev koom tes nrog Super X los tsom mus rau kev lag luam thoob ntiaj teb AI optical interconnection. Kev koom tes no tsom mus rau kev sib txuas ceev ceev thiab kev daws teeb meem sib xyaw rau cov pawg loj hauv computer, qhia txog qhov tseem ceeb ntawm fiber optic cable thiab fiber optic connectivity hauv tiam tom ntej AI infrastructure. Qhov sib txawv no kuj txhawb nqa kev txhim kho tas mus li ntawm cov khoom muaj nqis siab xws li MPO/MTP modules, Armoured cables, FTTH, FTTX, thiab cov khoom sib dhos ua ke.
Txawm hais tias kev ua lag luam tau ntsib kev hloov pauv luv luv tom qab tso tawm cov kev kwv yees nyiaj txiag los ntawm cov tuam txhab ua lag luam xws li Inno teeb thiab New H3S, kev cia siab mus sij hawm ntev hauv kev sib txuas lus optical tseem tsis tau hloov pauv. Kev lag luam tab tom hloov ntawm Scale-OUT mus rau Scale-UP architecture, thiab kev tsiv teb tsaws chaw ntawm optical interconnection mus rau hauv cov txee khoom siv yuav nthuav dav cov xwm txheej thov. Cov thev naus laus zis suav nrog CPO, OBO, NPO, thiab OIO xav tias yuav dhau los ua cov tsav tsheb tseem ceeb, txhawb kev loj hlob ntawm kev thov rau optical modules, optical devices, optical chips, thiab high-performance fiber optic cable. Cov tuam txhab tsim khoom ua lag luam nrog qhov zoo hauv technology thiab kev xa khoom muaj peev xwm yuav tau txais txiaj ntsig zoo, tshwj xeeb tshaj yog cov uas muaj cov qauv laus hauv MPO / MTP, Armoured cables, FTTH, FTTX, thiab cov qauv Optical Fiber Assemblies daws teeb meem.
Saib mus rau xyoo 2026–2027, kev lag luam pluggable optical module tswj hwm kev vam meej zoo, thaum cov khoom ntim khoom tshiab thiab cov khoom siv thev naus laus zis maj mam txav los ntawm 0 mus rau 1. Txawm hais tias muaj kev cuam tshuam ntawm RMB kev nce nqi ntawm kev pauv nyiaj thiab kev poob rau cov lag luam xa khoom mus rau txawv teb chaws, lub voj voog nce siab ntawm kev tsim kho network fiber thiab Optical Fiber Assemblies cov kev daws teeb meem tseem ruaj khov.
Cov khoom lag luam tau nce ntxiv thiab cov nqi ntawm cov khoom lag luam tau nce siab dua qhov nruab nrab keeb kwm, uas qhia txog kev cia siab ntawm kev ua lag luam uas tsav los ntawm AI industrial chain. Kev txhim kho network uas tsav los ntawm AI thiab kev thov txawv teb chaws muaj zog ua rau cov tuam txhab tseem ceeb hauv Suav teb tau txais txiaj ntsig tag nrho los ntawm lub ntiaj teb kev tsim kho vaj tse computing. Tuam Tshoj txoj kev tsim kho vaj tse computing tshiab tab tom ua kom nrawm dua, thiab cov saw hlau kev lag luam hauv tsev tab tom nkag mus rau hauv lub voj voog tshiab, coj cov cib fim tshiab rau kev teeb tsa fiber optic, cov kev daws teeb meem network fiber optic, thiab cov khoom siv fiber optic txuas siab. Cov thev naus laus zis sib txuas tshiab yuav tsum mus txog qhov chaw hloov pauv hauv xyoo 2026, qhib ntau lub cib fim ntxiv.
Ceeb Toom Txog Kev Pheej Hmoo: Kev lag luam ntawm cov thev naus laus zis tshiab yuav qeeb dua li qhov xav tau; kev siv peev ntawm cov chaw muab kev pabcuam huab (CSPs) yuav tsis txaus raws li qhov xav tau; kev hloov pauv ntawm tus nqi pauv yuav cuam tshuam rau kev ua tau zoo ntawm cov tuam txhab sib txuas lus optical uas tsom mus rau kev xa khoom tawm.
Hauv kev xaus lus, kev rov qab los ntawm cov nqi fiber optic cable, kev siv cov neeg teb xov tooj loj, thiab kev tawg ntawm AI xav tau tau ua ke txhawb kev vam meej ntawm tag nrho kev lag luam sib txuas lus optical. Optical Fiber Assemblies cov kev daws teeb meem, cov khoom fiber optic, thiab kev tsim kho fiber network tab tom nkag mus rau lub sijhawm vam meej siab. Rau cov neeg siv khoom thoob ntiaj teb thiab cov neeg koom tes hauv kev lag luam, tsom mus rau kev sib txuas fiber optic zoo, kev daws teeb meem fiber optic network, thiab cov khoom siv txhim khu kev qha suav nrog patch cord, FC / SC / ST / LC connectors, MPO / MTP assemblies, Armoured cables, FTTH, thiab FTTX yuav pab ntes cov nyiaj faib kev loj hlob mus sij hawm ntev hauv kev lag luam loj hlob no.
