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Umhlaba wonkeimboni ye-fiber opticingena emjikelezweni ophakeme onamandla oqhutshwa yingqalasizinda yobuhlakani bokwenziwa,isikhungo sedathaukunwetshwa, kanye nokuthengwa kwabasebenzi abakhulu. Njengoba amandla ekhompyutha e-AI kanye nokuguqulwa kwedijithali kushesha, isidingo sezixazululo ze-Optical Fiber Assemblies,ikhebula le-fiber optice, futhiinethiwekhi yefayibhaUkwakhiwa kuyaqhubeka nokukhuphuka ezimakethe zomhlaba wonke. Ukubuyekezwa kwemboni yaleli sonto kugxile ekubuyiselweni kwentengo yefayibha, ukuqedwa kokuthengwa kwekhebula elikhethekile le-optical le-China Mobile, kanye namathuba okukhula kwesikhathi eside aqhutshwa ukuxhumana kwe-optical okuqhutshwa yi-AI. Lonke uchungechunge lwezimboni, kufaka phakathi intambo ye-patch, izixhumi ze-FC/SC/ST/LC, amamojula e-MPO/MTP, izintambo ezivikelwe, i-FTTH, kanyeIzixazululo ze-FTTX, izuza ngesakhiwo semboni esithuthukisiwe kanye nesidingo esikhulayo.
Okugqamile kakhulu kuleli sonto ukuqedwa okusemthethweni kokuthengwa kwekhebula le-Fiber Optic elikhethekile lase-China Mobile 2026–2027. Lo msebenzi uhlanganisa isikali esiphelele samakhilomitha angu-79,400, alingana namakhilomitha angu-3.131 million, kanye nomkhawulo wokubhida ophezulu ongu-RMB 251.2471 million (ngaphandle kwentela). Abakhiqizi abayisishiyagalombili bakhethwe njengababhidi abaphumelele, kanti abahlinzeki abayisikhombisa abavamile babhidi ngentengo ephelele. Lo mphumela uphawula ukushintsha okuyisisekelo ephethini yokufunwa kokunikezwa kwemboni yekhebula le-fiber optic, okuhlanganisa ngokwengeziwe umqondo wokwenyuka kwevolumu kanye nentengo. Kwamabhizinisi ahlinzeka ngezinsizakaloImihlangano ye-Optical Fiber, lokhu kubuyiselwa kwemali kusho ama-oda azinzile, inzuzo ethuthukisiwe, kanye nesidingo esiqhubekayo semikhiqizo esebenza kahle njengeIzintambo ezihlomile, izinhlelo ze-FTTH kanye ne-FTTX,I-MPO/MTPizingxenye zokuxhuma, kanye nemikhiqizo yobungcweti yentambo yokubopha.
Kanye nokuthengwa kwezinkampani ezithwala izimpahla, ukutshalwa kwezimali emhlabeni jikelele engqalasizinda ye-AI kukhulisa kakhulu ukuxhumana kwe-fiber optic kanye nezixazululo zenethiwekhi ye-fiber optic. I-Meta isanda kumemezela izinhlelo zokutshala imali engaphezu kwezigidi eziyizinkulungwane eziyi-10 zamaRandi ekwakhiweni kwezikhungo ezintsha zedatha, okuqhuba ngqo isidingo sokudluliselwa kwenethiwekhi ye-fiber esheshayo, ukuxhumana okuphezulu, kanye nezinsizakalo zokufaka i-fiber optic zobungcweti. Lezi zikhungo zedatha zidinga isethi ephelele yemikhiqizo yokuxhumana kwe-optical, kufaka phakathi izixhumi ze-FC/SC/ST/LC, ama-assemblies e-MPO/MTP, izintambo ze-fiber optic ezihlomile, kanye nezinhlelo zekhebula ezihlelekile. Emakethe yasekhaya, izinkampani ezihamba phambili ze-AI zilungiselela ukwethula amamodeli amakhulu esizukulwane esisha anamakhono ayisisekelo athuthukisiwe kakhulu kanye nemisebenzi ye-Agent yezinga lebhizinisi. Leli gagasi lokuthuthukiswa kwamamodeli lizoqhubekisela phambili ukutshalwa kwezimali kwehadiwe futhi landise isidingo sezixazululo zemikhiqizo ye-fiber optic.
Ngokuphathelene nokubambisana kwezimboni, i-Tianfu Communication isungule ukubambisana ne-Super X ukuze ihlose imakethe yomhlaba wonke yokuxhumana kwe-AI optical. Ubambiswano lugxile ekuxhumaneni okusheshayo kanye nezixazululo ezihlanganisiwe zamaqoqo amakhulu ekhompyutha, okugqamisa ukubaluleka kokuxhumana kwekhebula le-fiber optic kanye ne-fiber optic engqalasizinda ye-AI yesizukulwane esilandelayo. Lo mkhuba uphinde usekele ukuthuthukiswa okuqhubekayo kwemikhiqizo enenani eliphezulu njengemojula ye-MPO/MTP, izintambo ezivikelwe, i-FTTH, i-FTTX, kanye nezinhlangano zezintambo ze-patch ezenziwe ngokwezifiso.
Nakuba imakethe ibhekane nokuguquguquka kwesikhathi esifushane ngemuva kokukhishwa kwezibikezelo zezimali yizinkampani ezihamba phambili njenge-Inno light kanye ne-New H3S, ithemba lesikhathi eside emkhakheni wezokuxhumana kwe-optical alikashintshi. Imboni ishintsha kusuka ku-Scale-OUT iye ku-Scale-UP architecture, futhi ukufuduka kokuxhumana kwe-optical kuya kumakhabethe emishini kuzokwandisa kakhulu izimo zohlelo lokusebenza. Ubuchwepheshe obufaka phakathi i-CPO, i-OBO, i-NPO, kanye ne-OIO kulindeleke ukuthi bube abashayeli ababalulekile, bukhuthaze ukukhula kwesidingo samamojula we-optical, amadivayisi we-optical, ama-chip we-optical, kanye nekhebula le-fiber optic elisebenza kahle kakhulu. Abakhiqizi abahamba phambili abanezinzuzo kwezobuchwepheshe kanye namandla okulethwa bazozuza kakhulu, ikakhulukazi labo abanezakhiwo ezivuthiwe ku-MPO/MTP, izintambo ezivikelwe, i-FTTH, i-FTTX, kanye nezixazululo ze-Optical Fiber Assemblies ezihlelekile.
Uma sibheka phambili ku-2026–2027, imakethe ye-optical module evulekayo igcina ukuchuma okuqinile, kuyilapho ubuchwepheshe obusha bokupakisha nezinto zokwakha buhamba kancane kancane busuka ku-0 buye ku-1. Naphezu komthelela wokwanda kwe-RMB ekuzuzeni nasekulahlekelweni kokushintshaniswa kwezimali kwamabhizinisi aqondiswe ekuthunyelweni kwamanye amazwe, umjikelezo okhuphukayo wokwakhiwa kwenethiwekhi yefayibha kanye nezixazululo ze-Optical Fiber Assemblies uhlala uzinzile.
Izimali zemboni zikhuphukile futhi amanani angaphezulu kwesilinganiso somlando, okubonisa okulindelwe okuqinile emakethe okuqhutshwa uchungechunge lwezimboni lwe-AI. Ukuthuthukiswa kwenethiwekhi okuqhutshwa yi-AI kanye nesidingo esinamandla saphesheya kuvumela amabhizinisi amakhulu aseShayina ukuthi azuze ngokugcwele kugagasi lengqalasizinda yekhompyutha yomhlaba wonke. Ukwakhiwa kwengqalasizinda yekhompyutha yesizukulwane esisha saseShayina kuyashesha, futhi uchungechunge lwezimboni lwasekhaya lungena emjikelezweni omusha wentuthuko, luletha amathuba amasha okufakwa kwe-fiber optic, izixazululo zenethiwekhi ye-fiber optic, kanye nemikhiqizo yokuxhumana ye-fiber optic ephezulu. Ubuchwepheshe obusha bokuxhumeka kulindeleke ukuthi bufinyelele iphuzu lokushintsha ngo-2026, buvule amathuba engeziwe esakhiwo.
Isexwayiso Sengozi: Ukuthengiswa kobuchwepheshe obusha kungase kuhambe kancane kunokulindelekile; izindleko ezinkulu zabahlinzeki bezinsizakalo zamafu (ama-CSP) zingase zingafiki kulokho obekulindelwe; ukuguquguquka kwezinga lokushintshisana kungathinta ukusebenza kwamabhizinisi okuxhumana kwe-optical aqondiswe ekuthumeleni kwamanye amazwe.
Ngamafuphi, ukubuyiselwa kwentengo yekhebula le-fiber optic, ukusetshenziswa kokuthengwa kwabasebenzi abakhulu, kanye nokwanda kwesidingo se-AI kuye kwakhuthaza ngokubambisana ukuchuma kwemboni yonke yokuxhumana kwe-optical. Izixazululo ze-Optical Fiber Assemblies, imikhiqizo ye-fiber optic, kanye nokwakhiwa kwenethiwekhi ye-fiber zingena esikhathini sokuchuma okuphezulu. Kumakhasimende omhlaba wonke kanye nabalingani bemboni, ukugxila ekuxhumekeni kwe-fiber optic kwekhwalithi ephezulu, izixazululo zenethiwekhi ye-fiber optic yobungcweti, kanye nezingxenye ezithembekile ezifaka intambo ye-patch, izixhumi ze-FC/SC/ST/LC, izinhlangano ze-MPO/MTP, izintambo ezivikelwe, i-FTTH, kanye ne-FTTX kuzosiza ekutholeni izinzuzo zentuthuko yesikhathi eside kule makethe ekhulayo.
