With the ministry of industry and information technology officially issuing 5G licenses, the optical communication market has attracted intense attention from the market. In the 21st China international optoelectronics exposition (CIOE 2019), 2000 optoelectronics enterprises participated in the exhibition, focusing on many optoelectronics and related fields of hot products and technologies.
Visit found that 400G and other high-frequency optical modules have gradually stepped into the stage of mass production competition from the release of new products, major manufacturers have rushed to register, optimistic about the industry in the second half of the year and next year, the late domestic industry will not rule out a shuffle; In contrast, the fiber market is still saturated with competition, and the relevant manufacturers will focus on the data center market.
400G qsfp56-dd light module products and corresponding eye map are displayed on the exhibition site, and 200G FR light module is also displayed. According to the introduction, the company's 400G product has started commercialization, has been delivered to customers in North America small batch trial, the product presents low cost, low power consumption, low delay characteristics.
Transmission rates in the field of optical modules are also rapidly changing. We will promote the development of industry specifications for 800G pluggable light modules. It is predicted that operators of cloud data centers will need to deploy 800G of light modules in 2023-2024 to keep up with the growth of data traffic, most of which will be pluggable.
In addition, in the field of 5G fronthaul light module, the exhibition exhibited three series of products and solutions of 5G fronthaul, data center and FTTH applied to 5G commercial applications. According to the introduction, these products will enable customers to achieve a 100% to 200% increase in the utilization rate of fiber resources in their target 5G fronthaul network.
This expo also exhibits 25G low-cost tunable color light module for 5G fronthaul, which is the first in the industry and fully opens the intelligent era of 5G fronthaul.
For the market recovery, exhibitors are still confident. It is expected that as the capital expenditure of cloud computing manufacturers stabilizes and picks up, it will promote the recovery of the whole industrial chain from data centers and network equipment to high-speed optical modules.
In addition, China is also actively promoting the development of big data industry. It is proposed to build a national industrial Internet big data center by 2025, cultivate internationally advanced industrial big data solution suppliers, and create a national demonstration base for new industrial industries.
In addition, the operator said publicly that 5G optical module has come to the time node of large-scale commercial use. The operators have launched multiple bids for the first phase, averaging tens millions Yuan of each. The procurement scale is expected to be further enlarged next year. According to the correlation between optical module upgrade and switch chip upgrade, 400G is expected to be commercialized on a large scale in 2020.
