Simba reAI reKomputa Rinobatidza Kudiwa Kwemusika; Mitengo yeG652D G657A2 Fiber Optic Yakwira Kusvika kuNew Highs Point

Kubva kutanga kwa2026, musika we fiber ye optical wakaona kukwira kusingawanzoitiki kwemitengo. Mutengo we fiber ye optical yeG.652.D single-mode wakakwira nekukurumidza kubva pa3usd pa core-kilometer pakupera kwa2025 kusvika pa7.5usd pa core-kilometer. Spot quotes mune dzimwe nzira dzekugovera dzakadarika 7.5usd mark—dzimwe dzichitopfuura12usd pakiromita imwe neimwechiyero—kuisa kukwira kutsva kwemakore manomwe kuti mitengo iwedzere. Panguva imwe chete, michina yepamusoro-soro yakadai seG.657.A2 neG.654.E yakaona kuwedzera kwemitengo kwakanyanya.

Vanhu vakati wandei vari muindasitiri vakabvunzurudzwa nezvenyaya iyi vakaratidza kuti kukwira kwemitengo uku kuri kukonzerwa nekukwira kwakanyanya kwezvinodiwa zvinobva munzvimbo dzakasiyana-siyana: AI computing infrastructure, chirongwa che "Eastern Data, Western Computing", uye deep 5G network coverage. Kuwedzera uku kwezvinodiwa kuri kuwedzerwa nekumanikidzwa kwakasimba pakukwanisa kugadzira optical fiber preform uye kuwanikwa kwakaoma kwezvinhu zvakagadzirwa, zvichikonzera kusawirirana pakati pekuwanikwa nekudiwa. Zvichikonzerwa nezvinhu izvi, mitengo yemasheya emakambani akanyorwa muA-share mukati meindasitiri ye optical fiber, cable, uye optical communications yakaramba ichisimba. Makambani anotungamira ari kuzivisa mabhuku eodha akazara uye kugadziridzwa kwepamusoro kwemari yaanofanotaura, zvichiratidza kuti indasitiri iri kusvika padanho rakakosha rekuchinja-chinja kubva padanho rehondo yemitengo kuenda kune rekuwana purofiti.

**Kukwira Kwemitengo yeOptical Fiber Kwatanga Kushanda**

Se "system yetsinga" yezvivakwa zvedhijitari, fiber ye optical inoshanda senzira huru yekutumira simba reAI computing, ichibatsira kutaurirana kwe5G, ichibatanidza nzvimbo dzedata, uye ichitsigira chirongwa che "Eastern Data, Western Computing". Kushanda kwayo nekuwanikwa kwayo zvinosarudza zvakananga kumhanya uye mhando yekuvandudzwa kwehupfumi hwedhijitari.

Kukwira kwemitengo ye optical fiber kwakatanga muchikamu chechina chegore ra2025 uye kwakapinda munzira yekukwira nekukurumidza muna Ndira naKukadzi wegore ra2026. Uku hakusi kungokwira kwemitengo munzvimbo imwe chete kuchikanganisa zvirevo zvakasiyana, asi kuwedzera kwemitengo kwakazara kunobatanidza mhando dzese dzezvigadzirwa nenzira dzekugovera.

Zvikuru, data kubva kuCRU rinoratidza kuti avhareji yemutengo wemusika weG.652.D single-mode fiber—rudzi rwunonyanya kushandiswa muchikamu chekutaurirana—rwakakwira kubva pasi pe20 yuan pakiromita imwe neimwe muna Mbudzi 2025 kusvika pakati pe40 ne50 yuan pakiromita imwe neimwe panosvika Kukadzi 2026. Kuwedzera kwakanyanya kwemwedzi kwaipfuura 75%, zvichiita kuti mitengo ipetwe kaviri mukati memwedzi mitatu chete.

Kubva pamaonero ekutenga, kukwira kwemitengo panguva imwe chete mukati memakambani ekutengesa anotungamirwa nemakambani kunoratidza kuti mitengo iyi iri kuramba iripo uye kuti mitengo yacho inogara kwenguva refu.

Kukura kwemusiyano pakati pekuwanikwa kwezvinhu nezvinodiwa kuchiri chinhu chikuru chiri kutsigira kukwira kwemitengo uku. Guotai Haitong Securities inoti, zvichikonzerwa nekukwira kukuru kwemitengo muchikamu chefiber optics, kuwedzera kwemitengo muindasitiri yese kwakasimbiswa. Mushure mekutarisana nekumanikidzwa kudzikira muhafu yekutanga yegore rapfuura, mitengo yefiber optical yakawedzerazve muhafu yechipiri; kudzoreredza uku kwakakonzerwa nekuwedzera kukuru kwekudiwa kwefiber yekunze kwenyika yeG.657.A2, izvo zvakakonzera kuchinja kwesimba rekugadzira. Sezvo simba rakachinja kubva pafiber yeG.652.D—zvichikonzera kudzikira kwesimba remagetsi uye kuwedzera nguva dzebasa zvishoma nezvishoma—mitengo yefiber yakaramba ichikwira munguva pfupi yapfuura.

**Maitiro Akagara Achifanira Kuenderera Mberi Kwenguva**

Kukwira kuri kuramba kuripo kwemitengo yefiber optic hakusi kungochinja-chinja kwemusika kwenguva pfupi kunokonzerwa nekufungidzira kwenguva pfupi; asi, imhedzisiro yekubatana kwezvinhu zvakawanda, kusanganisira kusawirirana pakati pekuwanikwa kwezvinhu nekudiwa, mamiriro emitengo akaomarara, uye kugadziriswa kwemamiriro eindasitiri.

Pakati pezvinhu izvi, kukura kwakanyanya kudivi rekudiwa—pamwe chete nezvirambidzo zvakasimba kudivi rekugoverwa—ndizvo zvinoumba chikonzero chikuru. Kubva pamaonero ekudiwa, kuvakwa nekukurumidza kwezvivakwa zveAI computing kwave chinhu chikuru chiri kukonzera kudiwa kwefiber ye optical.

Nekushandiswa kukuru kweAI yekugadzira uye mamodheru emitauro mikuru, kumhanya kwekuvakwa kwenzvimbo dzedata dzeAI dzehyperscale kuri kuramba kuchikwira. Nzvimbo imwe chete yedata reAI yehyperscale inoshandisa fiber ye optical yakapetwa katatu kusvika kashanu kupfuura nzvimbo yedata yechinyakare; nekudaro, kudiwa kwefiber yekurasikirwa zvishoma, inokurumidza zvikuru—yakakosha kune internal interconnects uye kutumirwa kwe cluster-to-cluster kure—kuri kukura zvakanyanya.

Mitambo yekare ye fiber optic yaiwanzo tungamirwa nekuwedzera kwe broadband kana kuiswa kwe 5G base station nevashandi ve telecom - kuedza kwakanangana nekugadzirisa nyaya huru yekuti "kubatana kuripo here." Zvisinei, kutenderera kuripo kuri kukonzerwa nekudiwa kwekutsigira zvinodiwa zve high-frequency computing zvema AI mamodheru makuru - kunyanya, kugadzirisa dambudziko re "kutakura simba re computing." Kuchinja uku mukudiwa - kubva pa layer yekupinda kwemushandisi kuenda kumakamuri emidziyo mikuru neData Center Interconnects (DCI) - kwakachinja zvakanyanya zvinodiwa zve high-performance, low-loss specialty optical fibers.

Panguva imwe chete, kuenderera mberi kwekufambira mberi kwe5G coverage uye kushandiswa kwe6G networks kuri kuwedzerawo kudiwa kwe optical fiber. Kudiwa kwe fiber core yakawanda mukati mema fronthaul ne midhaul networks e 5G base stations kwakawedzera zvakanyanya; Uyezve, zvirongwa zvakaita sekuvandudza maruwa uye kuvandudzwa kwe "Gigabit Cities" zviri kufambisa kuvandudzwa kwema Fiber-to-the-Home (FTTH) networks kuenda ku 10-Gigabit speeds, zvichiita kuti kudiwa kuwedzere uye kunogara kwenguva refu mukati mechikamu chekukurukurirana kwekare.

Uyezve, kukura nekukurumidza kwezviitiko zviri kubuda zvekushandisa—zvakadai seIndustrial Internet, automotive fiber optics, uye aerospace communications—kwakawedzera mukana wekukura kwekuwedzera kwekudiwa kwefiber optic. Kushanduka uku kwakachinja chimiro chekudiwa kweindasitiri: kubva pakuvimba nekutenga kwakabatana nevanofambisa nhare, kuri kuchinja kuenda kunzvimbo dzakasiyana-siyana uye dzinodiwa zvakanyanya.

Chinhu chinonyanya kukosha pakukwira kwemitengo yefiber optic ndechekuti iri *kukwira kwemitengo*, zvichikonzerwa nedivi rekudiwa. Kuvakwa kweAI computing infrastructures uye zvirongwa zvakaita se "Eastern Data, Western Computing" zvakakonzera kuwedzera kukuru kwekudiwa kwemafiber optic; panguva imwe chete, kudiwa kwemadrone eFPV optical-fiber emauto kwakawedzerawo zvakanyanya. Zvisinei, kune rumwe rutivi rwekugovera, zvipingamupinyi pakukwanisa kwekugadzira mafiber preforms e optical fiber (preform rods) zvakaita kuti zviome kupindura nekukurumidza kuwedzera uku. Kusawirirana uku pakati pekugoverwa nekudiwa kwakonzera kuwedzera kukuru kwemitengo kwenguva pfupi. Kusiyana nezvakaitika kare—uko kukwira kwemitengo kwainyanya kukonzerwa nekutenga kwakabatana nevashandi vefoni nedzimwe nzvimbo dzechinyakare dzekudiwa, uye uko kuchinja kwemitengo kwaive kupfupi—kukwira kuripo kuri kudzorwa neAI nedzimwe nzvimbo dziri kubuda. Inomiririra kudzoserwa kwechimiro kwenguva refu kuri kuitika pakati pekushanduka kukuru kweindasitiri; kukura kwekudiwa kunoratidzwa nekugara kwenguva refu uye kukura, pane kungova chibereko chekufungidzira kwenguva pfupi.

Chinhu chikuru chiri shure kwekukwira kwemitengo iyi idambudziko rehuwandu hwe fiber preform. Mukati meketani yeindasitiri ye fiber optical, preforms dzinoona muganho wepamusoro wekupihwa; chikamu ichi chinoratidzwa nezvipingamupinyi zve tekinoroji zvakanyanya, kutenderera kwenguva refu kwekuwedzera kugona, uye zvinodiwa zvikuru zvemari, zvichiita kuti zviomere kupa kuti zvienderane nekukura kwekudiwa. Tichitarisa mberi, kana kugona kwekugadzira preform kukavhurwa zvishoma nezvishoma kuburikidza nekushandiswa kwemidziyo mitsva nekufambira mberi kwetekinoroji, kusawirirana kwekudiwa kwekupihwa kunogona kudzikira, uye mitengo ye fiber optical ichadzokera zvishoma nezvishoma kune mwero wakakodzera. Zvisinei, kana kukura kweAI nedzimwe nzvimbo kukapfuura zvinotarisirwa - zvichienderera mberi, kukura kukuru kwekudiwa - nepo kuwedzera kwesimba re preform kusingasvike pane zvaitarisirwa, mitengo inogona kuramba iri padanho rakakwirira kana kuramba ichikwira pakati pekuchinja-chinja.

Mukugadzirwa kwefiber ye optical, optical fiber preform (preform rod) ndiyo inonyanya kukosha. Inotora 60% kusvika 70% yemari yese yekugadzira uye inomiririra chikamu chine zvipingamupinyi zvepamusoro zvetekinoroji uye zvinodiwa zvikuru zvekudyara mari. Uyezve, nguva yekuvaka yemutsetse mumwe chete wekugadzira preform yakakura, inowanzotora mwedzi 18 kusvika 24 - maitiro akareba anosanganisira zvese kubva pakubvumidzwa kweprojekiti, kutenga michina, kuisa, uye kutangwa kusvika pakuwedzera kwesimba rekugadzira.

Kubva muna 2019 kusvika 2024, indasitiri ye optical fiber yakanyura muhondo yemitengo kwenguva refu iyo yakaderedza zvakanyanya purofiti yemakambani. Nekuda kweizvozvo, makambani mazhinji akasarudza kuderedza mari yekushandisa, zvichikonzera kuwedzera kushoma kwazvo pakukwanisa kugadzira zvinhu munguva ino.

Kunyange zvakadaro, vanhu vari mukati meindasitiri vanotenda kuti kuwedzera uku kusingawanzoitiki kwemitengo yefiber ye optical hakungamboiti kuti kuderera chero nguva munguva pfupi iri kutevera.

Kukwira kwemutengo we optical fibers kunoratidza kushomeka kwezvinhu zvakakosha zvinotsigira hupfumi hwedhijitari. Kunyange zvazvo kumanikidzwa kwemutengo uku kungazopedzisira kwapfuudzwa kune vanoshanda nefoni, kunogona kutorwa mukati memutengo wepamusoro unoenderana nekuvandudzwa kweAI infrastructure. Chero bedzi makwikwi epasi rose eAI computing power achiramba asina kudzikira, kushomeka uku kwechimiro—kwakavakirwa pakuvandudzwa kwetekinoroji—hakugone kugadziriswa zviri nyore munguva pfupi nekungowedzera kugona kwekugadzira kuripo. Kudiwa kwakakosha kwe intelligent computing centers dze ultra-high bandwidth uye low-latency transmission kwakazviisa se core engine inotyaira kukura kwekudiwa kwe fiber optics, nokudaro zvichichinja zvakanyanya kudiwa kwe fiber optics indasitiri. Zvichienzaniswa ne data centers dzechinyakare, fiber optic zvinodiwa zve single intelligent computing centre zvinogona kuva zvakawanda—kana kutopfuura kagumi—zvakakura; GPU cluster yakajairika ine makadhi zviuru gumi, semuenzaniso, inoda makumi ezviuru zve fiber-core kilometers chete ye internal server interconnects. Mugove wekudiwa kwe fiber optic kunokonzerwa neAI-driven intra-data centre uye DCI (Data Center Interconnect) mamiriro ezvinhu anofungidzirwa kuwedzera kubva pasi pe5% muna 2024 kusvika 35% panosvika 2027.