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Padziko lonse lapansimakampani a fiber opticikulowa mumkhalidwe wokwera kwambiri woyendetsedwa ndi zomangamanga zanzeru zopanga zinthu,malo osungira detakukulitsa, ndi kugula kwa ogwira ntchito akuluakulu. Pamene mphamvu ya makompyuta a AI ndi kusintha kwa digito zikuchulukirachulukira, kufunikira kwa mayankho a Optical Fiber Assemblies,chingwe cha kuwala kwa fiberendinetiweki ya ulusiNtchito yomanga ikupitilira kukwera m'misika yapadziko lonse lapansi. Ndemanga yamakampani sabata ino ikuyang'ana kwambiri pakubwezeretsa mitengo ya ulusi, kumaliza kugula kwapadera kwa chingwe cha kuwala cha China Mobile, komanso kuthekera kwakukula kwa nthawi yayitali komwe kumayendetsedwa ndi kulumikizana kwa kuwala koyendetsedwa ndi AI. Unyolo wonse wa mafakitale, kuphatikiza chingwe cha patch, zolumikizira za FC/SC/ST/LC, ma module a MPO/MTP, ma waya a Armoured, FTTH, ndiMayankho a FTTX, ikupindula ndi kapangidwe kabwino ka makampani komanso kufunikira kwakukulu.
Chofunika kwambiri sabata ino ndi kumalizidwa kwa ntchito yogula zingwe za fiber optic ya China Mobile 2026–2027 Special Fiber Optic. Ntchitoyi ikuphatikizapo makilomita 79,400 a sheath, ofanana ndi makilomita 3.131 miliyoni, ndi malire apamwamba a RMB 251.2471 miliyoni (kupatula msonkho). Opanga asanu ndi atatu adasankhidwa kukhala opambana, ndipo ogulitsa asanu ndi awiri akuluakulu apereka zingwe pamtengo wokwanira. Zotsatirazi zikuwonetsa kusintha kwakukulu mu kapangidwe ka kufunikira kwa zinthu zomwe makampani opanga zingwe za fiber optic akufuna, zomwe zikuphatikizanso mfundo yokwera kwa kuchuluka ndi mitengo. Kwa makampani omwe amapereka zingwe za fiber optic,Misonkhano ya Ulusi Wowala, kubwezeretsa kumeneku kumatanthauza maoda okhazikika, phindu labwino, komanso kufunikira kosalekeza kwa zinthu zogwira ntchito bwino mongaZingwe zodzitetezera, FTTH ndi FTTX machitidwe,MPO/MTPzida zolumikizirana, ndi zinthu zaukadaulo zolumikizira zingwe.
Kuphatikiza pa kugula zinthu zonyamula katundu, ndalama padziko lonse lapansi mu zomangamanga za AI zikulimbikitsa kwambiri kulumikizana kwa fiber optic ndi mayankho a fiber optic network. Posachedwapa, Meta yalengeza mapulani oti azigwiritsa ntchito ndalama zoposa $10 biliyoni pomanga malo atsopano a data, zomwe zimapangitsa kuti pakhale kufunikira kwa kutumiza ma network a fiber optic mwachangu, kulumikizana kwapamwamba kwambiri, komanso ntchito zaukadaulo zoyika fiber optic. Malo awa a data amafunikira zinthu zonse zolumikizirana ndi kuwala, kuphatikiza zolumikizira za FC/SC/ST/LC, ma MPO/MTP, zingwe za Armoured fiber optic, ndi makina omangidwa a waya. Mumsika wakunyumba, makampani otsogola a AI akukonzekera kuyambitsa mitundu ikuluikulu yatsopano yokhala ndi luso loyambira lokwera kwambiri komanso ntchito za Agent pamlingo wamakampani. Kusintha kwa ma model kumeneku kudzalimbikitsa kwambiri ndalama za hardware ndikukulitsa kufunikira kwa mayankho a fiber optic product.
Ponena za mgwirizano wa mafakitale, Tianfu Communication yakhazikitsa mgwirizano ndi Super X kuti igwirizane ndi msika wapadziko lonse wa AI optical interconnection. Mgwirizanowu umayang'ana kwambiri pa kulumikizana kwachangu komanso njira zolumikizirana zamakompyuta akuluakulu, zomwe zikuwonetsa kufunika kwa kulumikizana kwa fiber optic cable ndi fiber optic mu zomangamanga za AI za m'badwo wotsatira. Izi zimathandizanso chitukuko chopitilira cha zinthu zamtengo wapatali monga ma module a MPO/MTP, ma Armoured cables, FTTH, FTTX, ndi ma patch cord assemblies osinthidwa.
Ngakhale kuti msika wakumana ndi kusakhazikika kwakanthawi kochepa pambuyo poti makampani otsogola monga Inno light ndi New H3S atulutsa ziwonetsero zachuma, chiyembekezo cha nthawi yayitali mu gawo la kulumikizana kwa kuwala sichinasinthe. Makampaniwa akusuntha kuchoka pa kapangidwe ka Scale-OUT kupita ku Scale-UP, ndipo kusamuka kwa kulumikizana kwa kuwala kupita ku makabati azida kudzakulitsa kwambiri zochitika zogwiritsira ntchito. Maukadaulo kuphatikiza CPO, OBO, NPO, ndi OIO akuyembekezeka kukhala oyendetsa ofunikira, kukulitsa kukula kwa kufunikira kwa ma module a kuwala, zida zowunikira, ma chip optical, ndi chingwe cha fiber optic chogwira ntchito bwino. Opanga otsogola omwe ali ndi zabwino muukadaulo ndi mphamvu yotumizira adzapindula kwambiri, makamaka omwe ali ndi mapangidwe okhwima mu MPO/MTP, zingwe zotetezedwa, FTTH, FTTX, ndi mayankho okonzedwa a Optical Fiber Assemblies.
Poganizira za 2026–2027, msika wa ma module opangidwa ndi ma pluggable optical ukupitilizabe kukhala ndi chitukuko champhamvu, pomwe ukadaulo watsopano wopaka ndi zinthu zikusintha pang'onopang'ono kuchoka pa 0 kupita pa 1. Ngakhale kuti RMB ikukhudzidwa ndi phindu ndi kutayika kwa kusinthana kwa mabizinesi otumiza kunja, kukwera kwa njira zopangira ma netiweki a fiber ndi Optical Fiber Assemblies kukupitirirabe kukhala kokhazikika.
Mabizinesi awonjezeka ndipo mitengo ya zinthu yakwera kuposa avareji yakale, kusonyeza ziyembekezo zazikulu zamsika zomwe zimayendetsedwa ndi unyolo wa mafakitale wa AI. Kukonzanso maukonde oyendetsedwa ndi AI komanso kufunikira kwakukulu kwakunja kumalola mabizinesi aku China kuti apindule mokwanira ndi mafunde apadziko lonse lapansi a zomangamanga zamakompyuta. Kumanga zomangamanga zamakompyuta za m'badwo watsopano ku China kukufulumira, ndipo unyolo wamakampani akunyumba ukulowa munjira yatsopano yopangira zinthu, kubweretsa mwayi watsopano wokhazikitsa fiber optic, mayankho a fiber optic network, ndi zinthu zapamwamba zolumikizira fiber optic. Ukadaulo watsopano wolumikizira ukuyembekezeka kufika pachimake mu 2026, ndikutsegula mwayi wambiri womanga.
Chenjezo la Zoopsa: Kugulitsa matekinoloje atsopano kungakhale kochedwa kuposa momwe amayembekezeredwa; ndalama zogulira zinthu kuchokera kwa opereka chithandizo cha mtambo (CSPs) zitha kulephera kukwaniritsa zomwe amayembekezera; kusinthasintha kwa mitengo yosinthira ndalama kungakhudze momwe makampani olumikizirana owonera amagwirira ntchito kunja.
Mwachidule, kubwezeretsa mitengo ya chingwe cha fiber optic, kukhazikitsa kugula kwa ogwira ntchito ambiri, komanso kuphulika kwa kufunikira kwa AI kwathandizira pamodzi chitukuko cha makampani onse olumikizirana ndi kuwala. Mayankho a Optical Fiber Assemblies, zinthu za fiber optic, ndi zomangamanga za fiber network zikulowa munthawi yopambana kwambiri. Kwa makasitomala apadziko lonse lapansi ndi ogwirizana nawo m'makampani, kuyang'ana kwambiri kulumikizana kwa fiber optic kwapamwamba, mayankho aukadaulo a fiber optic network, ndi zigawo zodalirika kuphatikiza chingwe cha patch, zolumikizira za FC/SC/ST/LC, ma MPO/MTP assemblies, zingwe zotetezedwa, FTTH, ndi FTTX zithandiza kupeza phindu lachitukuko cha nthawi yayitali pamsika womwe ukukulawu.
