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Ihlabathi liphelaimboni ye-fiber opticingena kumjikelo ophakamileyo oqhutywa ziziseko zobukrelekrele bokwenziwa,iziko ledathaulwandiso, kunye nokuthengwa kwabasebenzi abaninzi. Njengoko amandla ekhompyutha e-AI kunye notshintsho lwedijithali lukhawuleza, imfuno yezisombululo ze-Optical Fiber Assemblies,intambo ye-fiber opticekunyeinethiwekhi yefayibhaulwakhiwo luyaqhubeka nokunyuka kwiimarike zehlabathi. Uphononongo lwale veki kushishino lugxile ekubuyiselweni kwamaxabiso efayibha, ukugqitywa kokuthengwa kweentambo ze-optical ezikhethekileyo ze-China Mobile, kunye namathuba okukhula kwexesha elide aqhutywa kukunxibelelana kwe-optical okuqhutywa yi-AI. Lonke uthotho lwemizi-mveliso, kuquka intambo ye-patch, izihlanganisi ze-FC/SC/ST/LC, iimodyuli ze-MPO/MTP, iintambo ze-Armoured, i-FTTH, kunyeIzisombululo zeFTTX, ixhamla kulwakhiwo oluphuculweyo lweshishini kunye nemfuno ekhulayo.
Eyona nto ibalulekileyo kule veki kukugqitywa ngokusemthethweni kwe-China Mobile 2026–2027 Special Fiber Optic Cable Procurement. Le projekthi igubungela isikali sipheleleyo seekhilomitha ezingama-79,400 zesheath, ezilingana neekhilomitha eziphambili ezizizigidi ezi-3.131, kunye nomlinganiselo ophezulu wokubhida we-RMB ezingama-251.2471 ezigidi (ngaphandle kwerhafu). Abavelisi abasibhozo bakhethwe njengababhidi abaphumeleleyo, kwaye abathengisi abasixhenxe abaphambili babhida ngexabiso elipheleleyo. Esi siphumo sibonisa utshintsho olusisiseko kwipateni yokufunwa kobonelelo kwishishini leentambo ze-fiber optic, okudibanisa ngakumbi ingqiqo yokunyuka komthamo kunye namaxabiso. Kumashishini abonelela ngeenkonzo zombane.Iindibano zeFiber ye-Optical, oku kubuyiselwa kwemali kuthetha ukuba ii-odolo ezizinzileyo, inzuzo ephuculweyo, kunye nemfuno eqhubekayo yeemveliso ezisebenza kakuhle ezifanaIintambo ezixhobileyo, iinkqubo ze-FTTH kunye ne-FTTX,I-MPO/MTPizixhobo zonxibelelwano, kunye neemveliso zobungcali zentambo yepetshi.
Kunye nokuthengwa kwenkampani, utyalo-mali lwehlabathi kwiziseko ze-AI lukhuthaza kakhulu uqhagamshelo lwe-fiber optic kunye nezisombululo zenethiwekhi ye-fiber optic. I-Meta isandula ukwazisa izicwangciso zokutyala imali engaphezulu kwe-10 yeebhiliyoni zeerandi kulwakhiwo olutsha lweziko ledatha, oluqhuba ngokuthe ngqo imfuno yothumelo lwenethiwekhi ye-fiber olukhawulezayo, uqhagamshelo oluxineneyo, kunye neenkonzo zobuchwephesha zokufakela i-fiber optic. Ezi ziko zedatha zifuna iseti epheleleyo yeemveliso zonxibelelwano lwe-optical, kubandakanya izihlanganisi ze-FC/SC/ST/LC, iindibano ze-MPO/MTP, iintambo ze-fiber optic ezixhonyiweyo, kunye neenkqubo ze-cabling ezicwangcisiweyo. Kwimarike yasekhaya, iinkampani eziphambili ze-AI zilungiselela ukuqalisa iimodeli ezinkulu zesizukulwana esitsha ezinezakhono ezisisiseko eziphuculweyo kakhulu kunye nemisebenzi ye-Agent kwinqanaba leshishini. Olu tshintsho lweemodeli luya kuqhuba ngakumbi utyalo-mali lwehadiwe kwaye lwandise imfuno yezisombululo zeemveliso ze-fiber optic.
Ngokuphathelele intsebenziswano yezoshishino, iTianfu Communication iseke intsebenziswano neSuper X ukujolisa kwimarike yehlabathi yoqhagamshelwano lwe-AI optical. Olu budlelwane lugxile kunxibelelwano olukhawulezayo kunye nezisombululo ezidibeneyo zeqela elikhulu leekhompyutha, lugxininisa ukubaluleka koqhagamshelwano lwentambo ye-fiber optic kunye ne-fiber optic kwiziseko ze-AI zesizukulwana esilandelayo. Le ndlela ikwaxhasa uphuhliso oluqhubekayo lweemveliso ezixabisa kakhulu ezifana neemodyuli ze-MPO/MTP, iintambo ze-Armoured, i-FTTH, i-FTTX, kunye neendibano zentambo ze-patch ezenziwe ngokwezifiso.
Nangona imakethi ifumene ukuguquguquka kwexesha elifutshane emva kokukhutshwa kwezibikezelo zemali ziinkampani eziphambili ezifana ne-Inno light kunye ne-New H3S, ithemba lexesha elide kwicandelo lonxibelelwano lwe-optical alikatshintshi. Eli shishini litshintsha ukusuka kwi-Scale-OUT ukuya kwi-Scale-UP architecture, kwaye ukufuduka kokunxibelelana kwe-optical kwiikhabhathi zezixhobo kuya kwandisa kakhulu iimeko zesicelo. Iitekhnoloji eziquka i-CPO, i-OBO, i-NPO, kunye ne-OIO kulindeleke ukuba zibe ngabaqhubi ababalulekileyo, zikhuthaze ukukhula kwemfuno yeemodyuli ze-optical, izixhobo ze-optical, ii-optical chips, kunye nentambo ye-fiber optic esebenza kakhulu. Abavelisi abaphambili abaneenzuzo kubuchwepheshe kunye namandla okuhambisa baya kuxhamla kakhulu, ngakumbi abo bane-layouts evuthiweyo kwi-MPO/MTP, iintambo ze-Armoured, i-FTTH, i-FTTX, kunye nezisombululo ze-Optical Fiber Assemblies ezicwangcisiweyo.
Sijonge phambili ukuya kowama-2026–2027, imakethi yemodyuli ye-optical enokuxhunywa igcina impumelelo enamandla, ngelixa ubuchwepheshe obutsha bokupakisha kunye nezinto buhamba kancinci ukusuka kwi-0 ukuya kwi-1. Nangona impembelelo yoxabiso lwe-RMB kwinzuzo kunye nelahleko zotshintshiselwano kumashishini ajolise ekuthumeleni ngaphandle, umjikelo onyukayo wokwakhiwa kwenethiwekhi yefayibha kunye nezisombululo ze-Optical Fiber Assemblies uhlala uzinzile.
Izabelo zoshishino zinyukile kwaye amaxabiso angaphezulu komndilili wembali, nto leyo ebonisa ulindelo oluqinileyo lwemarike oluqhutywa luchungechunge lwemizi-mveliso lwe-AI. Ukuphuculwa kwenethiwekhi eqhutywa yi-AI kunye nemfuno enamandla yaphesheya kuvumela amashishini angundoqo aseTshayina ukuba azuze ngokupheleleyo kwizangqa zeziseko zekhompyutha zehlabathi. Ukwakhiwa kweziseko zekhompyutha zesizukulwana esitsha saseTshayina kuyakhawuleza, kwaye uchungechunge lwemizi-mveliso yasekhaya lungena kumjikelo omtsha wophuhliso, luzisa amathuba amatsha okufakelwa kwe-fiber optic, izisombululo zenethiwekhi ye-fiber optic, kunye neemveliso zonxibelelwano lwe-fiber optic eziphezulu. Ubuchwephesha obutsha bonxibelelwano kulindeleke ukuba bufikelele kwinqanaba lokutshintsha ngo-2026, buvule amathuba amaninzi olwakhiwo.
Isilumkiso soMngcipheko: Ukuthengiswa kwetekhnoloji entsha kusenokucotha kunokuba bekulindelwe; inkcitho-mali yababoneleli beenkonzo zelifu (ii-CSP) isenokungafikeleli kulindelo; ukuguquguquka kwexabiso lokutshintshiselana ngexabiso kunokuchaphazela ukusebenza kwamashishini onxibelelwano lwe-optical olujolise ekuthumeleni ngaphandle.
Ngamafutshane, ukubuyiselwa kwamaxabiso eentambo ze-fiber optic, ukuphunyezwa kokuthengwa kwabaqhubi abakhulu, kunye nokwanda kwemfuno ye-AI kuye kwakhuthaza ngokudibeneyo ukuchuma kweshishini lonke lonxibelelwano lwe-optical. Izisombululo ze-Optical Fiber Assemblies, iimveliso ze-fiber optic, kunye nokwakhiwa kwenethiwekhi ye-fiber zingena kwixesha lempumelelo ephezulu. Kubathengi behlabathi kunye namaqabane oshishino, ukugxila kunxibelelwano lwe-fiber optic olukumgangatho ophezulu, izisombululo zenethiwekhi ye-fiber optic yobungcali, kunye nezinto ezinokuthenjwa kubandakanya intambo ye-patch, izihlanganisi ze-FC/SC/ST/LC, iindibano ze-MPO/MTP, iintambo ze-Armoured, i-FTTH, kunye ne-FTTX kuya kunceda ekufumaneni izabelo zophuhliso lwexesha elide kule marike ikhulayo.
