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Lefatše ka bopharaindasteri ea fiber optice kena potolohong e matla e nyolohang e susumetsoang ke meralo ea motheo ea bohlale ba maiketsetso,setsi sa datakatoloso, le theko e kgolo ya basebedisi. Ha matla a k'homphieutha ya AI le phetoho ya dijithale di ntse di eketseha, tlhokeho ya ditharollo tsa Optical Fiber Assemblies,thapo ea optic ea faebaelemarangrang a faebaKaho e ntse e tsoela pele ho nyoloha mebarakeng ea lefats'e. Tlhahlobo ea indasteri ea beke ena e shebane le ho hlaphoheloa ha litheko tsa faeba, ho phethoa ha theko e khethehileng ea cable ea optical ea China Mobile, le bokhoni ba kholo ea nako e telele bo tsamaisoang ke khokahano ea optical e tsamaisoang ke AI. Ketane eohle ea indasteri, ho kenyeletsoa le patch cord, lihokelo tsa FC/SC/ST/LC, li-module tsa MPO/MTP, likhoele tse hlometseng, FTTH, leLitharollo tsa FTTX, e rua molemo ka lebaka la sebopeho se ntlafetseng sa indasteri le tlhoko e ntseng e eketseha.
Ntlha e ka sehloohong bekeng ena ke ho phetheloa semmuso ha Theko e Ikhethileng ea Lithapo tsa Fiber Optic tsa China Mobile 2026–2027. Morero ona o akaretsa kakaretso ea lik'hilomithara tse 79,400 tsa sheath, tse lekanang le lik'hilomithara tse kholo tse limilione tse 3.131, ka moeli o phahameng oa ho reka oa RMB 251.2471 milione (ntle le lekhetho). Bahlahisi ba robeli ba khethiloe e le bafani ba atlehileng ba theko, 'me bafani ba supileng ba ka sehloohong ba theko ka theko e felletseng. Sephetho sena se tšoaea phetoho ea mantlha pateroneng ea phepelo le tlhoko ea indasteri ea lithapo tsa fiber optic, e leng se tiisang haholoanyane mohopolo oa bophahamo le theko e ntseng e phahama. Bakeng sa likhoebo tse fanang kaLikopano tsa Optical Fiber, ho hlaphoheloa hona ho bolela liodara tse tsitsitseng, phaello e ntlafetseng, le tlhoko e tsitsitseng ea lihlahisoa tse sebetsang hantle joalo kaLikhoele tse sirelelitsoeng, FTTH le litsamaiso tsa FTTX,MPO/MTPdikarolo tsa kgokelo, le dihlahiswa tsa thapo ya patch ya profeshenale.
Hammoho le theko ea lik'hamphani, matsete a lefats'e ka bophara meralong ea motheo ea AI a matlafatsa haholo khokahano ea fiber optic le litharollo tsa marang-rang a fiber optic. Meta e sa tsoa phatlalatsa merero ea ho tsetela chelete e fetang $10 bilione kahong ea litsi tse ncha tsa data, e leng se tsamaisang ka kotloloho tlhoko ea phetiso ea marang-rang a fiber e potlakileng haholo, khokahano ea maemo a holimo, le lits'ebeletso tsa ho kenya fiber optic tsa profeshenale. Litsi tsena tsa data li hloka sete e felletseng ea lihlahisoa tsa puisano ea optical, ho kenyeletsoa lihokelo tsa FC/SC/ST/LC, likopano tsa MPO/MTP, likhoele tsa fiber optic tse hlometseng, le litsamaiso tsa likhoele tse hlophisitsoeng. 'Marakeng oa lehae, lik'hamphani tse etellang pele tsa AI li itokisetsa ho qala mehlala e meholo ea moloko o mocha e nang le bokhoni ba mantlha bo ntlafetseng haholo le mesebetsi ea Agent ea boemo ba khoebo. Leqhubu lena la ntlafatso ea mohlala le tla tsamaisa matsete a hardware le ho holisa tlhoko ea litharollo tsa lihlahisoa tsa fiber optic.
Mabapi le tšebelisano-'moho ea indasteri, Tianfu Communication e thehile khoebo e kopanetsoeng le Super X ho shebana le 'maraka oa lefats'e oa khokahano ea mahlo ea AI. Tšebelisano-'moho e shebane le likhokahano tse potlakileng le litharollo tse kopantsoeng bakeng sa lihlopha tse kholo tsa k'homphieutha, e totobatsang bohlokoa ba khokahano ea cable ea fiber optic le fiber optic meralong ea motheo ea AI ea moloko o latelang. Mokhoa ona o boetse o tšehetsa nts'etsopele e tsoelang pele ea lihlahisoa tsa boleng bo holimo tse kang li-module tsa MPO/MTP, likhoele tse hlometseng, FTTH, FTTX, le li-assembly tsa patch cord tse ikhethileng.
Leha mmaraka o bile le ho feto-fetoha ha nako e kgutshwane kamora ho lokollwa ha diponelopele tsa ditjhelete ke dikhamphani tse etellang pele jwalo ka Inno light le New H3S, tshepo ya nako e telele lefapheng la puisano ya mahlo e ntse e sa fetohe. Indasteri e ntse e fetoha ho tloha ho Scale-OUT ho ya ho Scale-UP architecture, mme ho falla ha kgokelo ya mahlo ho ya ho dikhabote tsa disebediswa ho tla atolosa haholo maemo a tshebediso. Ditheknoloji tse kenyeletsang CPO, OBO, NPO, le OIO di lebelletswe ho ba bakganni ba bohlokwa, ho kgothaletsa kgolo ya tlhokeho bakeng sa di-module tsa mahlo, disebediswa tsa mahlo, di-chip tsa mahlo, le thapo ya fiber optic e sebetsang hantle. Bahlahisi ba etellang pele ba nang le melemo theknolojing le bokgoni ba ho fana ka thepa ba tla rua molemo haholo, haholoholo ba nang le meralo e hodileng ya MPO/MTP, di-cable tse hlometseng, FTTH, FTTX, le ditharollo tse hlophisitsweng tsa Optical Fiber Assemblies.
Ha re sheba pele ho 2026–2027, 'maraka oa module ea optical o ka plugable o boloka katleho e matla, ha theknoloji e ncha ea ho paka le thepa e ntse e fetoha butle-butle ho tloha ho 0 ho ea ho 1. Ho sa tsotellehe tšusumetso ea kananelo ea RMB holim'a melemo le tahlehelo ea phapanyetsano bakeng sa likhoebo tse shebaneng le kantle ho naha, potoloho e nyolohang ea kaho ea marang-rang a fiber le litharollo tsa Optical Fiber Assemblies e ntse e tsitsitse.
Litho tsa indasteri li eketsehile 'me litekanyetso li kaholimo ho karolelano ea nalane, li bonts'a litebello tse matla tsa' maraka tse susumetsoang ke ketane ea indasteri ea AI. Lintlafatso tsa marang-rang tse tsamaisoang ke AI le tlhoko e matla ea mose ho maoatle li lumella likhoebo tsa mantlha tsa China ho rua molemo ka botlalo leqhubung la meralo ea motheo ea k'homphieutha ea lefats'e. Kaho ea meralo ea motheo ea k'homphieutha ea moloko o mocha oa Chaena e ntse e potlaka, 'me ketane ea indasteri ea lehae e kena potolohong e ncha ea nts'etsopele, e tlisa menyetla e mecha ea ho kenya fiber optic, litharollo tsa marang-rang a fiber optic, le lihlahisoa tsa khokahano ea fiber optic ea maemo a holimo. Mahlale a macha a khokahano a lebelletsoe ho fihla ntlheng ea phetoho ka 2026, a bula menyetla e mengata ea sebopeho.
Temoso ea Kotsi: Khoebo ea mahlale a macha e ka 'na ea lieha ho feta kamoo ho neng ho lebelletsoe; litšenyehelo tsa motse-moholo tsa bafani ba litšebeletso tsa leru (CSPs) li ka 'na tsa se ke tsa fihlela litebello; ho feto-fetoha ha sekhahla sa phapanyetsano ho ka ama ts'ebetso ea likhoebo tsa puisano ea optical tse shebaneng le kantle ho naha.
Ka bokhutšoanyane, ho tsosolosoa ha litheko tsa thapo ea fiber optic, ho kenngoa tšebetsong ha theko ea basebetsi ba bangata, le ho phatloha ha tlhoko ea AI li khothalelitse katleho ea indasteri eohle ea puisano ea optical. Litharollo tsa Optical Fiber Assemblies, lihlahisoa tsa fiber optic, le kaho ea marang-rang a fiber li kena nakong ea katleho e kholo. Bakeng sa bareki ba lefats'e ka bophara le balekane ba indasteri, ho tsepamisa maikutlo khokahanong ea fiber optic ea boleng bo holimo, litharollo tsa marang-rang a fiber optic tsa profeshenale, le likarolo tse tšepahalang ho kenyeletsoa le khoele ea patch, lihokelo tsa FC/SC/ST/LC, li-assemblies tsa MPO/MTP, likhoele tse hlometseng, FTTH, le FTTX li tla thusa ho hapa likabelo tsa nts'etsopele ea nako e telele 'marakeng ona o ntseng o hola.
