Vuba aha, ubushakashatsi ku isoko Amashanyarazi akomeye yavuguruye Isoko ryayo mugihe cyo kuva 2024 kugeza 2028.
Umucyo wagaragaje ko kuva igice cya kabiri cya 2022, icyifuzo cyo guhuza Optique cyatangiye kugabanuka, kiganisha kubarura rirenze mu ruhererekane rwose. Amezi atandatu ashize, imyumvire yo kubona isoko ya 2023 yari ifite amashanyarazi cyane, hamwe na module ya optique ya optique nibikoresho byo gutanga raporo byinjira mu ntangiriro zuyu mwaka. Isoko Outlook igice cya kabiri cyuyu mwaka ndetse na 2024 ntabwo ari byiza.
Nvidialidi yatangaje ko buri gihembwe cyanyuma buri gihembwe ko kugurisha ibishushanyo mbonera byubutasi, harimo na optiqueIgorofa, yariyongereye cyane, homeding inganda. Google yongereye gahunda yo gushora imari yatunganijwe mu butasi, ikurikirwa n'ibindi bigo byinshi bibarura ibicu. Mu buryo butunguranye, abantu'Ibiteganijwe kuri 2024 Skyrocketed. Ibigize 4x100g na 8x100g module ya optique bimaze gutanga.
Nkuko bigaragara ku gishushanyo gikurikira, biratinze gukumira isoko ryamasoko muri 2023, ariko kuburana byoroheje ko kugurishaEthernet Modules iziyongera hafi 30% muri 2024. Biteganijwe ko ibindi masoko byose bitandukanijwe nabyo bizakira cyangwa ugakomeza kwiyongera cyangwa ngo ukomeze kwiyongera umwaka utaha, nubwo umubare munini ari muto. Nyuma ya 6% kugabanuka ku isoko ryiza ryisi yose muri 2023, biteganijwe ko bizagenda byiyongera kurwego rwo kwiyongera buri mwaka 16% mumyaka itanu iri imbere.
Amazon, Google, Microsoft, n'ibindi bigo bibaranga ibicu biteganijwe ko bizayobora iterambere rya porogaramu nshya ya AI. Ibi bizakenera kuzamura ibintu byayo byubwenge bwaho, bisaba umubare munini wibihuza. Mu myaka ibiri yakurikiyeho, intego nyamukuru izaba kuri 400g na 800g ethernet fordules na aoc. Kuzamura Ikigo Cyitsinda Closering, ni kwihutisha kandi, bivuze ko ubwinshi bwa 400zr / zr + na 800zr / zr + iziyongera kuva kuri 2024 kugeza 2024 kugeza 2024 kugeza 2025.
Ibigo bibara ibicu byageze ku mikurire myinshi mumyaka mike ishize, ariko gukura byitabye, bagombaga gusuzuma imigambi yabo kuri tarangiza 2022. Umurwa mukuruTure ibigo bisoza ibicu hafi yikubye kabiri hagati ya 2019 na 2022, ariko ishoramari ryayo rirabamo. Biteganijwe ko amafaranga yakoreshejwe mu nyungu 15 ya mbere aziyongera na 1% muri 2023, kandi agakomeza kuba ahindutse nyuma yimyaka myinshi ikurikiranye yo gukura inshuro ebyiri
Ariko, ishoramari mubikorwa remezo byubutasi byubutayu bikomeje kwibanda kuri 2023 kandi bizara kubara umugabane munini w'amafaranga yakoreshejwe mu mpuriweho. Keretse niba hari ubukungu bwifashe nabi, kuburana mu masosiyete yo kubara ibicu bizagaruka ku ruhago (imibare ibiri?) Iterambere muri 2024 n'inyuma.
Abatanga serivisi za Telecom barateganya kugabanya amafaranga yakoreshejwe na 4% muri 2023. Kuva 2024 kugeza 2028, amafaranga yakoreshejwe na CSP ntashobora kwiyongera uko baharanira gushaka amasoko mashya yinjiza. Kohereza 5G ntabwo byahinduye iki kibazo, byibuze ntibigera.
Kujya mu gicu kubucuruzi nabaguzi nibyingenzi kubakozi ba itumanaho. Ibigo binini birashobora gushyiraho ibicu byigenga, ariko abaguzi nimishinga mito kandi yo hagati igomba kwishingikiriza ku miyoboro y'itumanaho. Ibi bitanga amahirwe yo gutanga serivisi zitumanaho kugirango utange umuti mwinshi mugari uhuzaer intera y'abakiriya no kubyara amafaranga yinjira. Gushyigikira iyi serivisi bisaba ishoramari rihoraho mu mbuga zandikishijwe imiyoboro hamwe na metropolitan.
Igihe cyo kohereza: Nov-09-2023