ICC讯(Xun) 近(Jin)日(Ri),(?)ICC讯(Xun)石(Shi)发(Fa)布(Bu)最(Zui)新(Xin)季(Ji)度(Du)报(Bao)告(Gao)《(?)1Q25全(Quan)球(Qiu)光(Guang)通(Tong)信(Xin)市(Shi)场(Chang)分(Fen)析(Xi)报(Bao)告(Gao)》(?)((?)以(Yi)下(Xia)简(Jian)称(Cheng)“(?)报(Bao)告(Gao)”(?))(?),(?)全(Quan)面(Mian)解(Jie)析(Xi)光(Guang)通(Tong)信(Xin)产(Chan)业(Ye)链(Lian)在(Zai)AI与(Yu)数(Shu)据(Ju)中(Zhong)心(Xin)需(Xu)求(Qiu)驱(Qu)动(Dong)下(Xia)的(De)增(Zeng)长(Chang)态(Tai)势(Shi),(?)并(Bing)指(Zhi)出(Chu)技(Ji)术(Shu)升(Sheng)级(Ji)与(Yu)供(Gong)应(Ying)链(Lian)调(Diao)整(Zheng)正(Zheng)重(Zhong)塑(Su)行(Xing)业(Ye)格(Ge)局(Ju)。(?)报(Bao)告(Gao)显(Xian)示(Shi),(?)2025年(Nian)第(Di)一(Yi)季(Ji)度(Du)((?)1Q25)(?)全(Quan)球(Qiu)光(Guang)通(Tong)信(Xin)产(Chan)业(Ye)链(Lian)整(Zheng)体(Ti)呈(Cheng)现(Xian)强(Qiang)劲(Jin)增(Zeng)长(Chang),(?)但(Dan)区(Qu)域(Yu)分(Fen)化(Hua)、(?)关(Guan)税(Shui)政(Zheng)策(Ce)及(Ji)技(Ji)术(Shu)迭(Die)代(Dai)带(Dai)来(Lai)的(De)挑(Tiao)战(Zhan)不(Bu)容(Rong)忽(Hu)视(Shi)。(?)
产(Chan)业(Ye)链(Lian)全(Quan)线(Xian)增(Zeng)长(Chang),(?)上(Shang)游(You)芯(Xin)片(Pian)环(Huan)节(Jie)领(Ling)跑(Pao)
2025年(Nian)第(Di)一(Yi)季(Ji)度(Du),(?)光(Guang)通(Tong)信(Xin)产(Chan)业(Ye)链(Lian)各(Ge)环(Huan)节(Jie)均(Jun)实(Shi)现(Xian)正(Zheng)向(Xiang)增(Zeng)长(Chang)。(?)上(Shang)游(You)芯(Xin)片(Pian)环(Huan)节(Jie)增(Zeng)速(Su)最(Zui)快(Kuai),(?)9家(Jia)芯(Xin)片(Pian)商(Shang)总(Zong)营(Ying)收(Shou)预(Yu)计(Ji)同(Tong)比(Bi)增(Zeng)长(Chang)45%((?)不(Bu)含(Han)NVIDIA的(De)8家(Jia)同(Tong)比(Bi)+10%)(?),(?)核(He)心(Xin)驱(Qu)动(Dong)力(Li)来(Lai)自(Zi)AI算(Suan)力(Li)需(Xu)求(Qiu)及(Ji)高(Gao)速(Su)光(Guang)模(Mo)块(Kuai)渗(Shen)透(Tou)。(?)中(Zhong)游(You)光(Guang)器(Qi)件(Jian)商(Shang)表(Biao)现(Xian)亮(Liang)眼(Yan),(?)包(Bao)括(Kuo)Coherent、(?)Lumentum、(?)旭(Xu)创(Chuang)等(Deng)在(Zai)内(Nei)的(De)企(Qi)业(Ye)Q1营(Ying)收(Shou)预(Yu)计(Ji)同(Tong)比(Bi)增(Zeng)长(Chang)28.4%,(?)主(Zhu)要(Yao)受(Shou)益(Yi)于(Yu)800G光(Guang)模(Mo)块(Kuai)及(Ji)数(Shu)据(Ju)中(Zhong)心(Xin)互(Hu)联(Lian)((?)DCI)(?)需(Xu)求(Qiu)的(De)爆(Bao)发(Fa)。(?)下(Xia)游(You)设(She)备(Bei)商(Shang)和(He)光(Guang)纤(Xian)光(Guang)缆(Lan)板(Ban)块(Kuai)同(Tong)样(Yang)增(Zeng)长(Chang)稳(Wen)健(Jian),(?)国(Guo)外(Wai)6家(Jia)头(Tou)部(Bu)设(She)备(Bei)商(Shang)Q1营(Ying)收(Shou)预(Yu)计(Ji)同(Tong)比(Bi)+7.7%,(?)4家(Jia)国(Guo)外(Wai)光(Guang)纤(Xian)光(Guang)缆(Lan)企(Qi)业(Ye)相(Xiang)关(Guan)营(Ying)收(Shou)同(Tong)比(Bi)+42%,(?)AI数(Shu)据(Ju)中(Zhong)心(Xin)建(Jian)设(She)与(Yu)海(Hai)外(Wai)运(Yun)营(Ying)商(Shang)需(Xu)求(Qiu)回(Hui)升(Sheng)成(Cheng)为(Wei)主(Zhu)要(Yao)推(Tui)手(Shou)。(?)
尽(Jin)管(Guan)传(Chuan)统(Tong)通(Tong)信(Xin)设(She)备(Bei)需(Xu)求(Qiu)疲(Pi)软(Ruan),(?)5G-A((?)5G Advanced)(?)等(Deng)新(Xin)兴(Xing)领(Ling)域(Yu)逐(Zhu)步(Bu)复(Fu)苏(Su)。(?)报(Bao)告(Gao)同(Tong)时(Shi)警(Jing)示(Shi),(?)供(Gong)应(Ying)链(Lian)瓶(Ping)颈(Jing)及(Ji)库(Ku)存(Cun)压(Ya)力(Li)仍(Reng)是(Shi)行(Xing)业(Ye)短(Duan)期(Qi)风(Feng)险(Xian)点(Dian),(?)例(Li)如(Ru)200G
EML芯(Xin)片(Pian)短(Duan)缺(Que)将(Jiang)持(Chi)续(Xu)至(Zhi)2026年(Nian),(?)电(Dian)信(Xin)部(Bu)件(Jian)((?)如(Ru)密(Mi)封(Feng)封(Feng)装(Zhuang))(?)供(Gong)应(Ying)受(Shou)限(Xian)可(Ke)能(Neng)延(Yan)缓(Huan)部(Bu)分(Fen)项(Xiang)目(Mu)交(Jiao)付(Fu)。(?)
中(Zhong)美(Mei)市(Shi)场(Chang)分(Fen)化(Hua):(?)运(Yun)营(Ying)商(Shang)投(Tou)资(Zi)结(Jie)构(Gou)调(Diao)整(Zheng),(?)ICP加(Jia)码(Ma)AI算(Suan)力(Li)
中(Zhong)美(Mei)两(Liang)国(Guo)在(Zai)光(Guang)通(Tong)信(Xin)领(Ling)域(Yu)的(De)资(Zi)本(Ben)开(Kai)支(Zhi)呈(Cheng)现(Xian)明(Ming)显(Xian)分(Fen)化(Hua)。(?)中(Zhong)国(Guo)三(San)大(Da)运(Yun)营(Ying)商(Shang)2025年(Nian)资(Zi)本(Ben)开(Kai)支(Zhi)总(Zong)量(Liang)预(Yu)计(Ji)缩(Suo)减(Jian)至(Zhi)2898亿(Yi)元(Yuan),(?)较(Jiao)2024年(Nian)下(Xia)降(Jiang)9.7%,(?)传(Chuan)统(Tong)5G投(Tou)资(Zi)下(Xia)滑(Hua)16.7%,(?)但(Dan)算(Suan)力(Li)与(Yu)5G-A投(Tou)资(Zi)逆(Ni)势(Shi)增(Zeng)长(Chang)。(?)其(Qi)中(Zhong),(?)算(Suan)力(Li)领(Ling)域(Yu)投(Tou)资(Zi)2025年(Nian)预(Yu)计(Ji)增(Zeng)至(Zhi)820亿(Yi)元(Yuan),(?)中(Zhong)国(Guo)移(Yi)动(Dong)明(Ming)确(Que)提(Ti)出(Chu)对(Dui)AI推(Tui)理(Li)资(Zi)源(Yuan)的(De)投(Tou)资(Zi)“(?)不(Bu)设(She)上(Shang)限(Xian)”(?),(?)中(Zhong)国(Guo)电(Dian)信(Xin)计(Ji)划(Hua)算(Suan)力(Li)投(Tou)资(Zi)同(Tong)比(Bi)增(Zeng)22%。(?)
相(Xiang)比(Bi)之(Zhi)下(Xia),(?)美(Mei)国(Guo)三(San)大(Da)运(Yun)营(Ying)商(Shang)资(Zi)本(Ben)开(Kai)支(Zhi)预(Yu)计(Ji)小(Xiao)幅(Fu)增(Zeng)长(Chang)3%,(?)重(Zhong)点(Dian)投(Tou)向(Xiang)光(Guang)纤(Xian)到(Dao)户(Hu)((?)FTTH)(?)与(Yu)固(Gu)定(Ding)无(Wu)线(Xian)接(Jie)入(Ru)((?)FWA)(?)领(Ling)域(Yu)。(?)Verizon计(Ji)划(Hua)2028年(Nian)FWA用(Yong)户(Hu)达(Da)800-900万(Wan),(?)T-Mobile目(Mu)标(Biao)翻(Fan)倍(Bei)至(Zhi)1200万(Wan)。(?)但(Dan)受(Shou)特(Te)朗(Lang)普(Pu)政(Zheng)府(Fu)关(Guan)税(Shui)政(Zheng)策(Ce)影(Ying)响(Xiang)((?)2025年(Nian)生(Sheng)效(Xiao))(?),(?)设(She)备(Bei)采(Cai)购(Gou)成(Cheng)本(Ben)可(Ke)能(Neng)上(Shang)升(Sheng),(?)或(Huo)对(Dui)美(Mei)国(Guo)5G部(Bu)署(Shu)进(Jin)度(Du)形(Xing)成(Cheng)压(Ya)力(Li)。(?)
互(Hu)联(Lian)网(Wang)内(Nei)容(Rong)提(Ti)供(Gong)商(Shang)((?)ICP)(?)成(Cheng)为(Wei)全(Quan)球(Qiu)光(Guang)通(Tong)信(Xin)市(Shi)场(Chang)的(De)另(Ling)一(Yi)核(He)心(Xin)驱(Qu)动(Dong)力(Li)。(?)报(Bao)告(Gao)显(Xian)示(Shi),(?)美(Mei)国(Guo)四(Si)大(Da)科(Ke)技(Ji)巨(Ju)头(Tou)((?)亚(Ya)马(Ma)逊(Xun)、(?)微(Wei)软(Ruan)、(?)谷(Gu)歌(Ge)、(?)Meta)(?)2025年(Nian)资(Zi)本(Ben)开(Kai)支(Zhi)总(Zong)额(E)预(Yu)计(Ji)突(Tu)破(Po)3200亿(Yi)美(Mei)元(Yuan),(?)较(Jiao)2024年(Nian)激(Ji)增(Zeng)30%,(?)主(Zhu)要(Yao)用(Yong)于(Yu)AI数(Shu)据(Ju)中(Zhong)心(Xin)与(Yu)云(Yun)计(Ji)算(Suan)基(Ji)础(Chu)设(She)施(Shi)。(?)中(Zhong)国(Guo)ICP同(Tong)样(Yang)保(Bao)持(Chi)高(Gao)投(Tou)入(Ru),(?)阿(A)里(Li)巴(Ba)巴(Ba)宣(Xuan)布(Bu)未(Wei)来(Lai)三(San)年(Nian)将(Jiang)投(Tou)入(Ru)至(Zhi)少(Shao)3800亿(Yi)元(Yuan)用(Yong)于(Yu)AI与(Yu)云(Yun)计(Ji)算(Suan),(?)腾(Teng)讯(Xun)2025年(Nian)资(Zi)本(Ben)开(Kai)支(Zhi)或(Huo)达(Da)1070亿(Yi)元(Yuan)((?)按(An)营(Ying)收(Shou)15%估(Gu)算(Suan))(?)。(?)
关(Guan)税(Shui)冲(Chong)击(Ji)与(Yu)产(Chan)业(Ye)链(Lian)应(Ying)对(Dui):(?)中(Zhong)国(Guo)厂(Chang)商(Shang)加(Jia)速(Su)海(Hai)外(Wai)布(Bu)局(Ju)
报(Bao)告(Gao)还(Huan)关(Guan)注(Zhu)对(Dui)等(Deng)关(Guan)税(Shui)对(Dui)光(Guang)通(Tong)信(Xin)行(Xing)业(Ye)的(De)影(Ying)响(Xiang)。(?)美(Mei)国(Guo)加(Jia)征(Zheng)关(Guan)税(Shui)导(Dao)致(Zhi)光(Guang)纤(Xian)建(Jian)设(She)成(Cheng)本(Ben)上(Shang)涨(Zhang),(?)5G设(She)备(Bei)成(Cheng)本(Ben)提(Ti)高(Gao),(?)中(Zhong)小(Xiao)设(She)备(Bei)商(Shang)生(Sheng)存(Cun)压(Ya)力(Li)加(Jia)剧(Ju)。(?)例(Li)如(Ru),(?)Open
RAN厂(Chang)商(Shang)Airspan和(He)Mavenir因(Yin)成(Cheng)本(Ben)消(Xiao)化(Hua)能(Neng)力(Li)不(Bu)足(Zu)陷(Xian)入(Ru)经(Jing)营(Ying)危(Wei)机(Ji)。(?)
面(Mian)对(Dui)挑(Tiao)战(Zhan),(?)中(Zhong)国(Guo)厂(Chang)商(Shang)通(Tong)过(Guo)海(Hai)外(Wai)产(Chan)能(Neng)布(Bu)局(Ju)规(Gui)避(Bi)风(Feng)险(Xian)。(?)中(Zhong)际(Ji)旭(Xu)创(Chuang)泰(Tai)国(Guo)工(Gong)厂(Chang)产(Chan)能(Neng)提(Ti)升(Sheng),(?)非(Fei)美(Mei)地(Di)区(Qu)出(Chu)口(Kou)占(Zhan)比(Bi)显(Xian)著(Zhu)增(Zeng)加(Jia);(?)天(Tian)孚(Fu)通(Tong)信(Xin)泰(Tai)国(Guo)基(Ji)地(Di)逐(Zhu)步(Bu)释(Shi)放(Fang)产(Chan)能(Neng),(?)其(Qi)进(Jin)口(Kou)美(Mei)国(Guo)物(Wu)料(Liao)占(Zhan)比(Bi)低(Di),(?)订(Ding)单(Dan)稳(Wen)定(Ding)性(Xing)较(Jiao)强(Qiang);(?)华(Hua)工(Gong)科(Ke)技(Ji)凭(Ping)借(Jie)海(Hai)外(Wai)子(Zi)公(Gong)司(Si)((?)澳(Ao)大(Da)利(Li)亚(Ya)、(?)越(Yue)南(Nan)等(Deng))(?)布(Bu)局(Ju)及(Ji)25-30美(Mei)元(Yuan)的(De)价(Jia)格(Ge)优(You)势(Shi)扩(Kuo)大(Da)市(Shi)场(Chang)份(Fen)额(E)。(?)然(Ran)而(?),(?)欧(Ou)洲(Zhou)设(She)备(Bei)商(Shang)爱(Ai)立(Li)信(Xin)和(He)诺(Nuo)基(Ji)亚(Ya)短(Duan)期(Qi)内(Nei)难(Nan)以(Yi)摆(Bai)脱(Tuo)对(Dui)中(Zhong)国(Guo)关(Guan)键(Jian)元(Yuan)器(Qi)件(Jian)的(De)依(Yi)赖(Lai),(?)供(Gong)应(Ying)链(Lian)转(Zhuan)移(Yi)仍(Reng)存(Cun)难(Nan)题(Ti)。(?)
技(Ji)术(Shu)突(Tu)破(Po):(?)光(Guang)互(Hu)连(Lian)技(Ji)术(Shu)迈(Mai)入(Ru)“(?)拍(Pai)比(Bi)特(Te)时(Shi)代(Dai)”(?)
光(Guang)通(Tong)信(Xin)技(Ji)术(Shu)正(Zheng)经(Jing)历(Li)革(Ge)命(Ming)性(Xing)升(Sheng)级(Ji)。(?)2025年(Nian)3月(Yue),(?)Ayar
Labs推(Tui)出(Chu)全(Quan)球(Qiu)首(Shou)款(Kuan)符(Fu)合(He)UCIe标(Biao)准(Zhun)的(De)光(Guang)互(Hu)连(Lian)芯(Xin)粒(Li)TeraPHY,(?)实(Shi)现(Xian)8Tbps带(Dai)宽(Kuan),(?)推(Tui)动(Dong)数(Shu)据(Ju)中(Zhong)心(Xin)从(Cong)电(Dian)互(Hu)连(Lian)向(Xiang)光(Guang)互(Hu)连(Lian)过(Guo)渡(Du)。(?)该(Gai)公(Gong)司(Si)CEO Mark
Wade表(Biao)示(Shi),(?)该(Gai)技(Ji)术(Shu)可(Ke)解(Jie)决(Jue)AI扩(Kuo)展(Zhan)架(Jia)构(Gou)中(Zhong)的(De)功(Gong)率(Lu)密(Mi)度(Du)挑(Tiao)战(Zhan),(?)并(Bing)加(Jia)速(Su)共(Gong)封(Feng)装(Zhuang)光(Guang)学(Xue)((?)CPO)(?)技(Ji)术(Shu)的(De)商(Shang)用(Yong)进(Jin)程(Cheng)。(?)
同(Tong)期(Qi),(?)光(Guang)子(Zi)计(Ji)算(Suan)企(Qi)业(Ye)Lightmatter发(Fa)布(Bu)三(San)维(Wei)共(Gong)封(Feng)装(Zhuang)光(Guang)学(Xue)((?)3D
CPO)(?)技(Ji)术(Shu),(?)突(Tu)破(Po)传(Chuan)统(Tong)芯(Xin)片(Pian)“(?)海(Hai)岸(An)线(Xian)”(?)限(Xian)制(Zhi),(?)单(Dan)封(Feng)装(Zhuang)带(Dai)宽(Kuan)高(Gao)达(Da)256Tbps。(?)其(Qi)Passage
M1000平(Ping)台(Tai)采(Cai)用(Yong)可(Ke)编(Bian)程(Cheng)光(Guang)波(Bo)导(Dao)网(Wang)络(Luo),(?)支(Zhi)持(Chi)114Tbps总(Zong)光(Guang)带(Dai)宽(Kuan),(?)计(Ji)划(Hua)于(Yu)2025年(Nian)夏(Xia)季(Ji)上(Shang)市(Shi)。(?)Lightmatter高(Gao)管(Guan)指(Zhi)出(Chu),(?)这(Zhe)一(Yi)技(Ji)术(Shu)将(Jiang)彻(Che)底(Di)改(Gai)变(Bian)多(Duo)芯(Xin)片(Pian)系(Xi)统(Tong)的(De)设(She)计(Ji)逻(Luo)辑(Ji),(?)为(Wei)AI算(Suan)力(Li)集(Ji)群(Qun)提(Ti)供(Gong)更(Geng)高(Gao)密(Mi)度(Du)与(Yu)能(Neng)效(Xiao)的(De)解(Jie)决(Jue)方(Fang)案(An)。(?)
在(Zai)OFC 2025期(Qi)间(Jian),(?)Ayar
Labs与(Yu)Lightmatter展(Zhan)台(Tai)咨(Zi)询(Xun)需(Xu)求(Qiu)火(Huo)爆(Bao),(?)客(Ke)户(Hu)重(Zhong)点(Dian)关(Guan)注(Zhu)数(Shu)据(Ju)中(Zhong)心(Xin)扩(Kuo)容(Rong)、(?)实(Shi)验(Yan)室(Shi)互(Hu)联(Lian)等(Deng)高(Gao)带(Dai)宽(Kuan)场(Chang)景(Jing)的(De)落(Luo)地(Di)应(Ying)用(Yong)。(?)
市(Shi)场(Chang)展(Zhan)望(Wang):(?)需(Xu)求(Qiu)增(Zeng)长(Chang)与(Yu)结(Jie)构(Gou)优(You)化(Hua)并(Bing)行(Xing)
报(Bao)告(Gao)预(Yu)测(Ce),(?)2025年(Nian)第(Di)二(?)季(Ji)度(Du)光(Guang)通(Tong)信(Xin)市(Shi)场(Chang)将(Jiang)继(Ji)续(Xu)回(Hui)暖(Nuan)。(?)设(She)备(Bei)商(Shang)总(Zong)营(Ying)收(Shou)预(Yu)计(Ji)同(Tong)比(Bi)增(Zeng)长(Chang)6.4%,(?)器(Qi)件(Jian)商(Shang)与(Yu)芯(Xin)片(Pian)商(Shang)分(Fen)别(Bie)增(Zeng)长(Chang)23%和(He)43%。(?)光(Guang)传(Chuan)输(Shu)与(Yu)宽(Kuan)带(Dai)设(She)备(Bei)板(Ban)块(Kuai)随(Sui)库(Ku)存(Cun)出(Chu)清(Qing)逐(Zhu)步(Bu)复(Fu)苏(Su),(?)但(Dan)无(Wu)线(Xian)接(Jie)入(Ru)领(Ling)域(Yu)仍(Reng)面(Mian)临(Lin)压(Ya)力(Li)。(?)供(Gong)应(Ying)链(Lian)区(Qu)域(Yu)化(Hua)成(Cheng)为(Wei)趋(Qu)势(Shi),(?)例(Li)如(Ru)英(Ying)伟(Wei)达(Da)GB200芯(Xin)片(Pian)选(Xuan)择(Ze)在(Zai)北(Bei)美(Mei)/墨(Mo)西(Xi)哥(Ge)组(Zu)装(Zhuang)以(Yi)降(Jiang)低(Di)关(Guan)税(Shui)风(Feng)险(Xian),(?)同(Tong)时(Shi)LPO线(Xian)性(Xing)驱(Qu)动(Dong)模(Mo)块(Kuai)等(Deng)新(Xin)技(Ji)术(Shu)方(Fang)案(An)加(Jia)速(Su)渗(Shen)透(Tou)。(?)
ICC讯(Xun)石(Shi)总(Zong)结(Jie)称(Cheng),(?)AI与(Yu)数(Shu)据(Ju)中(Zhong)心(Xin)需(Xu)求(Qiu)的(De)长(Chang)期(Qi)增(Zeng)长(Chang)为(Wei)光(Guang)通(Tong)信(Xin)行(Xing)业(Ye)注(Zhu)入(Ru)确(Que)定(Ding)性(Xing),(?)但(Dan)企(Qi)业(Ye)需(Xu)同(Tong)步(Bu)应(Ying)对(Dui)技(Ji)术(Shu)迭(Die)代(Dai)、(?)地(Di)缘(Yuan)政(Zheng)治(Zhi)及(Ji)成(Cheng)本(Ben)管(Guan)控(Kong)的(De)多(Duo)重(Zhong)挑(Tiao)战(Zhan)。(?)未(Wei)来(Lai),(?)光(Guang)互(Hu)连(Lian)、(?)CPO等(Deng)技(Ji)术(Shu)的(De)规(Gui)模(Mo)化(Hua)商(Shang)用(Yong)或(Huo)成(Cheng)为(Wei)行(Xing)业(Ye)竞(Jing)争(Zheng)的(De)关(Guan)键(Jian)分(Fen)水(Shui)岭(Ling)。(?)
ICC讯(Xun)石(Shi)《(?)1Q25全(Quan)球(Qiu)光(Guang)通(Tong)讯(Xun)市(Shi)场(Chang)分(Fen)析(Xi)报(Bao)告(Gao)》(?)为(Wei)企(Qi)联(Lian)荟(Hui)会(Hui)员(Yuan)专(Zhuan)享(Xiang)!(?)非(Fei)会(Hui)员(Yuan)如(Ru)感(Gan)兴(Xing)趣(Qu),(?)请(Qing)联(Lian)系(Xi):(?)0755-82960080。(?)