0755-23179541
sales@oyii.net.png)
8618926041961
Ukususela kwikota yesithathu ka-2025, imakethi yehlabathi yentambo ye-fiber optic iphumile kwiminyaka yamanqanaba aphantsi amaxabiso, iqalisa ukunyuka kwamaxabiso okuqinileyo nokwakhiweyo okungabonisi zimpawu zokuncipha. Ngokungafaniyo nohlengahlengiso lwamaxabiso olufanayo kwimijikelo yangaphambili, olu jikelezo lokunyuka lubonakalisa umahluko omkhulu kwiindidi zeemveliso, iindlela zokuthenga kunye neemarike zengingqi, nto leyo ebangela imingeni ebalulekileyo yokusebenza kunye nokuthenga kubathengi bemizi-mveliso,iziko ledathaabaphuhlisi,ucingoabaqhubi kunye nabahlanganisi bezisombululo zehlabathi. Ixhaswa yidatha eqinisekisiweyo yeshishini kunye nobukrelekrele bekhonkco lokubonelela, eli nqaku lihlalutya izinto eziphambili ezibangela oku, iinguqu zamaxabiso ezinokubalwa kunye neendlela zemarike zexesha elide zolu tshintsho lubalulekileyo lweshishini.
Ngokwedatha yokuthengwa kweefowuni ze-CRU kunye ne-telecom zasekhaya, i-flagship G.652.D single-mode fiber, isiseko se-telecom yendabuko kunye ne-FTTH deployments, irekhode ukunyuka kwamaxabiso okuqokelelweyo okungaphezulu kwama-30% ukusukela ekuqaleni kuka-2025. Ukususela ekupheleni kukaDisemba 2025 ukuya phakathi kuJanuwari 2026, ixabiso le-fiber ye-G.652.D ekhululekileyo linyuke ukusuka kwi-20 yuan nge-fiber-kilometer ukuya kwi-35 yuan nge-fiber-kilometer, kunye nezinye iikowuteshini zengingqi ezidlula i-44 yuan nge-fiber-kilometer. Amacandelo e-fiber aphezulu kunye nakhethekileyo abone iinzuzo ezingakumbi: G.657. I-fiber engathinteliyo ukugoba, esasazwa kakhulu kwiindawo zedatha nakwiinkqubo zonxibelelwano lweedrone zomkhosi, inyuke ukusuka kwi-30 yuan nge-fiber-kilometer ukuya kwi-50 yuan nge-fiber-kilometer ngenyanga enye. I-G.654.E ultra-low loss long-haul fiber, i-OM5 high-bandwidth multi-mode fiber kunye ne-hollow-core fiber ine-premium eyi-20% ukuya kwi-30%, kunyeifayibha engenantoAmaxabiso afikelela phantse amaxesha ali-1000 kunefayibha eqhelekileyo ye-G.652.D. Okwangoku, amaxabiso okuthenga asekelwe kubaphathi, ixesha elide ebeliluphawu lokuzinza, aphinde anyuka kakhulu—ukuthengwa kweentambo ezingama-24 ze-China Tower ze-2025-2026 GYTA G.652.D kubeke isiseko se-1197 yuan ngekhilomitha nganye yesheath, ngelixa ukuthengwa kwe-China Telecom yengingqi kunyuke ngama-49%, okuqinisekisa ukubuyela kwimarike ngokubanzi.
Ukwanda okukhulu kweziseko zekhompyutha ze-AI kumi njengesixhobo esibalulekileyo sokuguqula i-dynamics yemfuno yokunikezelwa kwe-fiber optic yehlabathi. Uhlalutyo lweshishini luqinisekisa ukuba amaziko edatha e-hyperscale alungiselelwe yi-AI asebenzisa iziseko ze-fiber optic eziphindwe kahlanu ukuya kwi-10 kunezibonelelo zelifu eziqhelekileyo, kunye ne-Data Center Interconnect (DCI) kunye ne-intra-data centre high-speed interconnect ezivela njengeenxalenye zemfuno ezikhula ngokukhawuleza. Idatha ye-CRU ityhila ukuba imfuno ye-fiber centre yehlabathi inyuke nge-75.9% unyaka nonyaka ngo-2025, kwaye eli candelo kulindeleke ukuba liza kubala i-30% yemfuno iyonke ye-fiber yehlabathi ngo-2027, ukusuka kwi-5% kuphela ngo-2024. Abaqhubi be-hyperscalers baseMntla Melika, abakhokela uqeqesho olukhulu lwemodeli yolwimi kunye nogqatso lwe-inference, babeke ii-odolo ezininzi zeemveliso ze-fiber ezisebenzayo, bechitha uluhlu lwehlabathi lwee-fibers ezikhethekileyo kwaye bebangela ukunqongophala kobonelelo kulo lonke uthotho lwexabiso. Oku kwenza kube nzima ngakumbi, imfuno yefayibha yomgangatho womkhosi evela kwiinkqubo zonxibelelwano zeenqwelo moya ezingenabantu (i-UAV) ivele njengomqhubi obalulekileyo, apho imfuno yefayibha ye-UAV yonyaka ifikelela kwiikhilomitha ezingama-50-60 ezigidi zefayibha ngo-2025, iphantse ibe yi-10% yemfuno iyonke yehlabathi.
Kwicala lokubonelela, amandla okuvelisa angenakuguquguquka kunye nemijikelo emide yokwandisa i-upstream idale imiqobo yokubonelela eqhubekayo, yandisa ukuqina kwemarike. I-Optical fiber preform, izinto ezikrwada ezibalulekileyo, ibandakanya iinkqubo zokuvelisa ezintsonkothileyo kakhulu ezinomjikelo wokwandisa oqhelekileyo weenyanga ezili-18 ukuya kwezingama-24, oko kuthetha ukuba amandla amatsha aqalwe ngo-2025 awayi kufikelela kurhwebo kude kube ngu-2026 okanye ngo-2027. Abavelisi abaphambili kwihlabathi liphela kuquka iYangtze Optical Fiber kunye neCable, iHengtong Optic-Electric kunye neFiberHome batshintshe ngobuchule amandla okuvelisa i-preform kunye nefayibha ukuya kwimigca yefayibha ekhethekileyo ephezulu, benciphisa ngokuthe ngqo imveliso yefayibha eqhelekileyo ye-G.652.D kwizicelo ze-telecom zendabuko kunye ne-FTTx. Oku kutshintshwa kwamandla kuye kwandisa ukunqongophala kokubonelela kwimarike ephambili, nangona amandla okuvelisa amashishini ngokubanzi ehlala ezinzile ngokwethiyori. Ukongeza, imfuno enamandla yaphesheya evela eMntla Melika, eMbindi Mpuma naseMzantsi-mpuma Asia iqhubele phambili ukunyuka okukhulu kwabemi baseTshayina.intambo ye-fiber opticukuthunyelwa kwamanye amazwe, nto leyo ebangela ukuba umbane wasekhaya unciphe ngakumbi kwaye inyusa amaxabiso ee-odolo ezinkulu ezithengiswa ngaphandle kwefektri.
Imvumelwano yoshishino, exhaswa yimodeli yemfuno yobonelelo, ibonisa ukuba olu tshintsho lwamaxabiso luya kuqhubeka kude kube ngu-2026, kunye nomjikelo opheleleyo wenkunzi othatha iminyaka emi-2 ukuya kwemi-3. Imfuno yefayibha yehlabathi kulindeleke ukuba idlule kwiikhilomitha ezingama-800 ezigidi zefayibha ngo-2027, ngelixa unikezelo olusebenzayo luya kuqhubeka ngenxa yokulahleka kokusebenza kakuhle kwemveliso ngenxa yokuguqulwa komthamo—imigca yemveliso yefayibha ekhethekileyo isebenza nge-30% yokusebenza okuphantsi kunemigca yefayibha eqhelekileyo, yandisa umsantsa wonikezelo lwangempela ngaphaya kwamanqanaba aqikelelweyo e-5%. Kubathengi bamashishini, amaqhinga okunciphisa umngcipheko asebenzayo ayimfuneko: ukufumana izivumelwano zesakhelo sexesha elide nabavelisi abafanelekileyo abadityanisiweyo kwangaphambili, ukwahlula imithombo yonikezelo kubathengisi basekhaya nabaphesheya, kunye nokubeka phambili ucwangciso lwezinto ezisetyenzisiweyo kwiifayibha ze-G.652.D, G.657.A kunye ne-OM5 eziphambili zinokuthintela ukuguquguquka kweendleko. Abaqhubi be-telecom abacwangcisa ukuthengwa okuphakathi kunye nabaphuhlisi beziko ledatha abaqhuba ulwakhiwo olukhulu kufuneka badibanise uqikelelo lwamaxabiso lwexesha elide kwisicwangciso-mali seprojekthi kunye neenkqubo zolawulo lomngcipheko wekhonkco lonikezelo.
Njengoko imakethi yekhebula le-fiber optic yehlabathi ingena kwinqanaba lokukhula eliguqukayo, eliqhutywa yimfuno, abachaphazelekayo kwimizi-mveliso kufuneka batshintshe ukusuka kulawulo lweendleko olusabelayo ukuya kwisicwangciso sobuchule esisebenzayo. Ngokubeka esweni ukukhululwa kwamandla ngaphambi kokwenziwa, ukulandelela ukuguquguquka kwemfuno okuqhutywa yi-AI kunye nokusebenzisa ukwenziwa ngcono kwekhonkco lokubonelela ngedatha, amashishini anokuhamba ngokuguquguquka kwemarike kwaye afumane iingenelo zokukhuphisana kwinkqubo yonxibelelwano lwe-optical yehlabathi eguqukayo.
