Kev muag tshuaj kho qhov muag ua cov leeg, thaum cov ntaub ntawv cov ntaub ntawv ua zoo li lub siab. Raws li ntiaj teb xam cov hwj chim surges nrog ai, cov cables nyob rau hauv txhais tes ntawm cov tshuab digital tau dhau los ua "lub neej digital" ntawm peb lub sijhawm.
Hauv Q 1 2025}, lub ntiaj teb kev ntsuas kev lag luam tau txais txiaj ntsig ntev tshaj plaws Raws li lub qhov muag cable engineer, Kuv pom ib puag ncig cov kab ntau lawm thiab cov xaj tau teem sijhawm mus rau xyoo tom ntej tus thawj peb lub quarter.
Tsoomfwv Yej Yeem yog tsis muaj coincidence. Cov kev cob qhia thiab kev xav tau ntawm AI cov qauv loj yog tsav tsheb tsis muaj kev cuam tshuam hauv cov ntaub ntawv chaw kho kho qhov muag.
01 Computering thov ignites kev loj hlob tshiab hauv kho qhov muag cable ua lag luam
Raws li kev ua lag luam ib txwm muaj qeeb qeeb, Ai cov chaw haujlwm tau dhau los ua kev lag luam lub cav muaj zog tshaj plaws. Hauv Q 1 2025}}}, 17 Suav Cov Khoom Siv Kho Ntses Tawm Tsam Pom Cov Nyiaj Tau Los Sib Nraus Tom qab cov lej no tau dag cov insatiable thov kom muaj kev sib txuas lus nrawm los ntawm suav thiab cov servers ai suav.
Raws li tus engineer, Kuv soj ntsuam cov txheej txheem loj hauv cov qauv khoom:
Multimode fiber applications in data centers now grow at >10% txhua xyoo, tshwj xeeb tshaj yog nyob rau hauv Suav teb cov chaw supercomput rau qhov twg nws luv-ntau, high-bandwidth qhov siab nyob hauv. Peb kev sib tw sib piv rau multimode fiber surged los ntawm 15% mus rau 35%.
Cov ntaub ntawv nruab nrab Interconnect (DCI) Kev Tshawb Fawb Txog Kev Lag Luam: Txoj kev tawm tsam kev tawm tsam tau tshaj li $ 40 txhiab xyoo hauv 2025 ({}}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}. 3%}
Tuam Tshoj "Sab Hnub Tuaj Sab Hnub Poob" Txoj Haujlwm Tackles Chip Bottlenecks los ntawm kev suav nrog Synergy, Thaum Asmeskas Siv DCI los daws qhov tsis txaus ntseeg. Qhov no fuels thov rau kev deb-deb g.654.e fiber ntau, xav kom mus txog ¥ 70 billion xyoo no.
02 cov kev hloov siab thev naus laus zis: kev hloov kho: cuam tshuam cov kev hloov pauv hauv cov khoom siv kho tshiab
Txhawm rau ntsib AI lub laij lej suav, cov khoom siv kho qhov muag yog leaping rau pem hauv ntej:
800G modules become standard, 1.6T accelerates: 800G products dominate InnoLight's 2024 revenue ($2.28 billion). 1.6T commercialization progresses rapidly-a top cloud provider requires reliability validation by Q3 2025. Industry forecasts >31.9M high-speed (>400g) Cov khoom xa tawm hauv 2025 (+56. 5% yoy).
Qhov txawv teb multiplex Peb lub tsev kawm ntawv muaj nrog Hengtong Tsim Awon {2}} Core} TB \/ s rau cov ntaub ntawv muaj pov thawj yav tom ntej.
03 Regional Divergence: Lub ntiaj teb kev ua lag luam yog dab neeg ntawm ob ntiaj teb
North America leads: 2025 optical cable demand growth projected at 15.9%, claiming >40% Qhia thoob ntiaj teb. Peb faib 50% lub peev xwm los ua cov khoom lag luam zoo li cov micro-betle cables rau high-density racks.
Tuam Tshoj txoj siv dual: thaum ftth nyob ze saturation, "sab hnub tuaj sab hnub poob xam" Kev txiav txim rau peb khoov-resistant cables hauv guizhou cov ntaub ntawv pawg tawm 300% yoy.
Teb chaws Europe tau hloov pauv ntxiv: Etsi en 3 {{{0 6 6 tus qauv ua haujlwm tau tsim cov tshuaj carbon kev lag luam rau kev ua lag luam nkag. Peb tau tsim lub ntiaj teb thawj cov roj carbon-tracaceable cable siv 30% siv cov ntaub ntawv rov ua dua thaum khaws cia tsawg dua lossis sib npaug ntawm 0.16dB \/ Km Layb \/ Km Locenuation.
Cov khw muag khoom lag luam sawv: Is Nrias teb tuav 25% ntawm apac (ex-Tuam Tshoj) thov. Peb cov nylon-she feats exptims ncua lifelivkas li 25 xyoo nyob rau hauv high-kub \/ av siab ib puag ncig.
04 Yav Tom Ntej Cov Qauv: Nyob rau hauv lub tswv yim ntawm kev siv thev naus laus zis
Peb qhov tseem ceeb tshaj plaws muaj rau lig 2025:
Co-packaged tooj liab (CPC) Redefines luv luv link: NVIDIA lub siab-tuab tooj liab cables txiav cov nqi los ntawm 40% thiab optical tsis pub dhau 3m. Peb tab tom tsim kev siv hybrid siv siv tooj liab rau lub zog thiab fiber ntau rau cov ntaub ntawv.
Kev tsim khoom ntsuab ua tub ntxhais: EU cov pa roj carbon ciam teb ua ke ua haujlwm ua kom techling Tech. Corning cov tshuaj stripping ua tiav 95% cov ntaub ntawv rov qab; Peb Foshan pilot rov ua cov yees fiber ntau.
Ai-tsav tau txais kho kho kho kho kho kho tau: Kev saib xyuas cov txheej txheem txo cov ntaub ntawv O & M raug nqi los ntawm 30%. Peb cov xaim ntse nrog cov sensors soj ntsuam kev sib cav \/ Kub nyob rau hauv lub sijhawm tiag tiag, nrawm teb 5X.
Hauv silicon photonics lab, lasers seev cev thoob wafers; Hauv cov chav kuaj, 1.6t modules Twinkle zoo li cov hnub qub. Kev sib txuas lus kho qhov muag tau pib lub hnub nyoog kub tau ploj mus - tsis tau qhov no tsuas yog lub prelude. Thaum Quantum suav cov kev hloov pauv hloov pauv nrog kev sib txuas lus photonic, ib qho peev txheej ib leeg yuav nkag mus rau petabet era.
Raws li cov engineers shutting ntawm cov lab thiab cov kab ntau lawm, peb nkag siab: cov cables hauv peb txhais tes tsis yog cov xov xwm neural sib txuas tib neeg thiab tshuab txawj ntse.
Hauv kaum xyoo los, dab tsi ntws los ntawm txhua fiber yuav tsis yog photons, tab sis lub thoob ntiaj teb ntawm Ai Civilization.