Kev lag luam kev sib txuas lus kho qhov muag tam sim no tab tom hloov kho cov txheej txheem tseem ceeb cuam tshuam los ntawm cov xwm txheej xws li kev tshwm sim ntawm AI-tsav cov qauv loj, kev hloov pauv hauv cov ntaub ntawv ib txwm muaj thiab kev sib txuas lus hauv nroog network, thiab ceev cov kev siv thev naus laus zis tshiab. Ib qho tseem ceeb ntawm qhov kev hloov pauv no yog qhov nce ntawm cov neeg siv khoom hloov kho tshiab, tshwj xeeb yog qhov kev thov nrawm nrawm rau 400G + kev daws teeb meem. Qhov kev hloov pauv no tau tshwm sim nyob rau hauv ob qho tib si hauv xov tooj hauv nroog network txoj kev txav mus rau 400G wavelength thiab cov ntaub ntawv kev sib txuas lus kev lag luam hloov mus rau 400G / 800G interconnects, ua rau muaj kev rov tshwm sim ntawm European thiab Asmeskas cov tuam txhab hauv optical module manufacturing sector.
Thaum sawv ntxov Lub Kaum Hli 30, 2023, Intel tshaj tawm qhov kev txiav txim siab ntawm nws cov silicon photonics-based pluggable optical module tsim lag luam, uas tam sim no tau coj los ntawm Jabil. Intel khaws nws lub peev xwm hauv silicon photonics nti tsim. Kev lag luam kev xav ntawm qhov kev txav no sib txawv, nrog qee qhov saib Intel thawj qhov kev tawm tsam rau hauv silicon photonics module tsim khoom raws li kev lees paub ntawm thev naus laus zis kev loj hlob. Cov kev paub dhau los hauv kev tsim cov silicon photonics modules rau Intel tseem yog cov cuab yeej tseem ceeb. Txawm li cas los xij, cov lus nug tshwm sim txog seb Jabil qhov kev lav phib xaub txhais tau li cas rau qhov tshwm sim ntawm cov chaw tsim khoom kho qhov muag ywj pheej. Jabil, keeb kwm nyob rau hauv cov chaw tsim khoom lag luam loj, sib piv nrog Intel, tus tsav tsheb loj ntawm silicon photonics kev lag luam. Intel's silicon photonics modules tau txais txiaj ntsig kev lag luam ntau (20% ~ 30%) hauv 100G CWDM4 kev lag luam txij xyoo 2018 txog 2022, nyuaj rau ntau lub lag luam hauv internet.
Lwm qhov kev tau txais tau ua rau muaj kev ntseeg siab hauv kev lag luam high-speed optical module. Lumentum qhov $ 750 lab nyiaj tau los ntawm Cloud Light Technology yog qhov tseem ceeb. Plaub xyoo dhau los (Lub Peb Hlis 2019), Lumentum tau muag nws cov ntaub ntawv kev sib txuas lus kho qhov muag module lag luam rau Cambridge Technology, tsom mus rau qhov nyuaj DWDM coherent optical modules thiab VCSEL / EML laser chip lag luam. Kev nrhiav tau ntawm Cloud Light Technology cim Lumentum qhov rov nkag mus rau hauv cov ntaub ntawv kev sib txuas lus kho qhov muag module tsim lag luam, qhib kev muaj peev xwm rau kev sib tw ua lag luam yav tom ntej. Huab Lub Teeb Technology, spun tawm los ntawm TDK hauv 2018, lub hauv paus hauv Hong Kong, nrog R & D cov chaw hauv Hong Kong thiab Taiwan, thiab lub hauv paus tsim nyob rau hauv Dongguan, Tuam Tshoj, tau txais txiaj ntsig los ntawm kev tawg nrog Google, muag 100G / 400G SR optical modules, xws li los ntawm 100G SR4 ob peb xyoos dhau los mus rau 400G SR8 tsis ntev los no. Lumentum txoj kev txav mus los, leveraging nws cov nti tsim, txhim kho Cloud Light Technology qhov kev tsim muaj peev xwm rau high-speed optical modules, muaj peev xwm muab kev sib tw kom zoo dua hauv kev muab 800G SR8 optical modules rau NVIDIA lossis tawg cov qauv keeb kwm uas tsuas yog Coherent thiab NeoPhotonics koom nrog NVIDIA lub high-speed optical. module xaj.
Kev lag luam kev sib txuas lus kho qhov muag hauv 2023 tab tom muaj kev hloov pauv sai, nrog rau kev lag luam peev kev paub txog kev ua lag luam kho qhov muag cuam tshuam txog kev lag luam mus rau keeb kwm highs hauv thawj ib nrab ntawm lub xyoo. Qhov tseem ceeb, nws tau pom thawj qhov kho qhov muag module Tshuag tshaj qhov kev lag luam peev ntawm ib trillion (Intellux tshaj qhov cim no rau Lub Rau Hli 14, 2023). Qhov kev thov nce siab tshwm sim los ntawm AI tiag tiag tshwm sim thaum Lub Rau Hli 2023 thiab txuas ntxiv mus kho dua, tau txais kev pom zoo los ntawm ntau cov lag luam ntug kev lag luam.
Hauv kev lag luam kev sib txuas lus siab ceev, tab tom hloov pauv hauv kev thov, ntau cov thev naus laus zis tshiab tau tshwm sim, suav nrog silicon photonics, nyias zaj duab xis lithium niobate thev naus laus zis platforms, kev ua tiav hauv LPO / CPO thev naus laus zis muaj peev xwm, thiab cov teeb meem hauv kev sib koom ua ke ntawm cov saw hlau thiab lub sijhawm. ntawm cov kev daws teeb meem tshiab cov ntsiab lus nkag. Raws li ntau cov tuam txhab European thiab Asmeskas rov nkag mus rau qhov kho qhov muag module tsim kev lag luam, kev sib tw toj roob hauv pes hauv kev lag luam high-end zoo li cuam tshuam.