|
|
¹ÉÊдúÂ룺SH600522 | |
¿ì²ÊÍøÕ¾Èº |
¿ì²ÊÍøÊÀóÓÐÏÞ¹«Ë¾
½¶«½ð¾ßÉ豸ÓÐÏÞ¹«Ë¾
ÉϺ£êÅÆ·Í¨ÐſƼ¼ÓÐÏÞ¹«Ë¾
¿ì²ÊÍø¿í´ø¼¼ÊõÓÐÏÞ¹«Ë¾
½ËÕ¿ì²ÊÍø»¥Áª¿Æ¼¼ÓÐÏÞ¹«Ë¾
½ËÕ¿ì²ÊÍø²®ÀÖ´ï±äѹÆ÷ÓÐÏÞ¹«Ë¾
|
EN |

¸ù¾ÝOvumµÄÔ¤²â£¬ÓÉÓÚÏÂÒ»´úPON²¿ÊðºÍ¼Æ»®µÄÍÆ¶¯£¬FTTx PON¹â×é¼þ(OC)µÄÊÕÈ뽫»á³ÊÏÖ´ó·ùÔö³¤¡£PON OCÊг¡ÔÚ2020ÄêÔ¤¼Æ½«³¬¹ý23ÒÚÃÀÔª£¬½ìʱÏÂÒ»´úPON OCÊÕÈ뽫ռ¾Ý×ÜÊÕÈëµÄ90%ÒÔÉÏ¡£Ðí¶à¹ú¼ÒµÄ¿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉÌÒѾ¿ªÊ¼»òÕßÓмƻ®¿ªÊ¼ÏÂÒ»´úPON²¿Êð¡£ÏÂÒ»´úPONÖ§³ÖסլºÍ·ÇסլӦÓúÍÓû§£¬°üÀ¨ÆóÒµºÍÉÌÒµ·þÎñ¡¢ÒÔ¼°Òƶ¯»Ø´«(MBH)ºÍDZÔÚµÄÒÆ¶¯Ç°´«¡£
OvumÏÂÒ»´ú»ù´¡ÉèÊ©Ê×ϯ·ÖÎöʦJulie Kunstler±íʾ£¬ÔÚÔ¤²âÆÚÄÚ£¬Ëæ×ÅPONÔÚ·ÇסլӦÓÃÖеÄʹÓÃÁ¿Ôö¼Ó£¬ÏÂÒ»´úPON ONTµ½OLT¹â×é¼þµÄ±ÈÂÊÔ¤¼Æ½«±£³ÖµÍÓÚÀíÂÛ×î´óÖµ¡£ÏÂÒ»´úPONÊÕ·¢Æ÷ºÍBOSAµÄƽ¾ùÊÛ¼ÛÔ¤¼Æ½«Ëæ×ųö»õÁ¿µÄÔö¼ÓºÍ¼¼ÊõµÄ·¢Õ¹¶øÏÔÖøÏ½µ¡£¸ÃÔ¤²âµÄ×î´ó²»È·¶¨ÐÔ¼¯ÖÐÔÚÏÂÒ»´úPONµÄÆÕ¼°ÂÊ·½Ãæ£¬ÌØ±ðÊǶԳÆ10G GPONºÍEPON¡£
ÏÂÒ»´úPONÕýÔÚÍÆ³ö£¬ÌáÉýÁ˹â×é¼þPONÊг¡Ô¤²â
Óв»ÉÙ10G PONÍøÂçÉý¼¶ÕýÔÚ½ñÄê½øÐУ¬Õû¸öÔ¤²âÆÚÄÚ»¹½«»áÓÐÆäËûµÄÉý¼¶¡£¼øÓÚÓë1G EPONºÍ2.5G GPON¹â×é¼þÏà±È£¬10G PON¹â×é¼þµÄ³É±¾¸ü¸ß£¬Òò´Ë¹â×é¼þPONÊг¡Ô¤²âÏÔʾ³öÁËÊÕÈëµÄÖØ´óÍ»ÆÆ¡£
¹â×é¼þPONÊÕÈëÔ¤¼Æ½«´Ó2016ÄêµÄ12ÒÚÃÀÔªµ½2021ÄêÔöÖÁ³¬¹ý23ÒÚÃÀÔª¡£µ½2021Ä꣬ÏÂÒ»´úPON OCÊÕÈ뽫»áÕ¼¾ÝPON OC×ÜÊÕÈëµÄ90%ÒÔÉÏ£¬²¢Ô¤¼ÆÔÚ2022Äê´ïµ½96%¡£ÏòÏÂÒ»´úPONµÄ¿ìËÙÇ¨ÒÆÊÇÒÔÊÕ·¢Æ÷ºÍBOSAµÄƽ¾ùÊÛ¼ÛÓÉÓÚ³ö»õÁ¿ÅÊÉýºÍ¼¼Êõ·¢Õ¹¶ø³ÊÏÖÏÔÖøÏ½µÎªÇ°ÌáµÄ¡£
10G PON OLT¹â×é¼þÇ¿ÊÆìÉý£¬ÓÈÆäÊÇÔڶԳƼ¼Êõ·½Ãæ
10G PON OLTÊÕ·¢Æ÷Ô¤¼Æ½«»áѸËÙìÉý£¬ÕâÖ÷ÒªÊÇÓÉÓÚסլ´ø¿íÐèÇóÔö¼Ó£¬ÒÔ¼°·ÇסլÓû§ºÍÓ¦ÓöÔPONµÄʹÓã¬ÀýÈçÆóÒµºÍÉÌÒµ·þÎñ¡¢Òƶ¯»Ø´«ÒÔ¼°Ç±ÔÚµÄÒÆ¶¯Ç°´«¡£ÔÚÔ¤²âÆÚµÄǰÆÚ½×¶Î£¬10G EPONµÄ²ÉÓÃÂʽ«»áÁìÏÈ10G GPON£¬µ«Êǵ½2019Ä꣬10G GPON OLT¹â×é¼þ½«»áÓÍ·¸ÏÉÏ£¬²¢ÔÚÔ¤²âÆÚµÄºó°ë¶Î³¬¹ý10G EPON¡£
Öйú¿ì²ÊÍø¹ÙÍøÐÅÒѾ¿ªÊ¼½øÐÐ10G EPON OLTµÄ´ó¹æÄ£²¿Ê𣬲¢ÇÒÒ²¸Õ¿ªÊ¼XG-PON1 OLT²¿Êð¡£°üÀ¨Ïã¸Û¡¢ÐÂ¼ÓÆÂ¡¢ÈÕ±¾¡¢ÐÂÎ÷À¼ºÍÃÀ¹úµÈÔÚÄ򵀮äËû¹ú¼ÒºÍµØÇøµÄ¿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉÌÒ²ÒѾ¿ªÊ¼½øÐÐ10G PON OLT²¿Êð£¬Í¬Ê±°üÀ¨¶Ô³ÆºÍ·Ç¶Ô³Æ¼¼Êõ¡£
ͨ³£À´Ëµ£¬ÓÉÓÚ¸ü¸ßµÄÉÏÐдø¿í£¬¿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉÌÏà½ÏÓڷǶԳƼ¼Êõ¸üÇãÏòÓÚ10G¶Ô³ÆOLT£¬ÀýÈçGPONµÄXGS-PON»òÕß10G EPON¡£Ëæ×ŶԳƺͷǶԳÆ10G OLTÊÕ·¢Æ÷Ö®¼äµÄÔ¤²âƽ¾ùÊÛ¼Û²îÒìËõС£¬¶Ô³Æ10G PON OLTÊÕ·¢Æ÷½«³ÉΪ³£Ì¬¡£Í¼ÈýÏÔʾÁËXGS-PON£¨¶Ô³Æ£©ºÍXG-PON1£¨·Ç¶Ô³Æ£©OLTÊÕ·¢Æ÷¼°Æäƽ¾ùÊÛ¼ÛµÄÔ¤²â¡£
10G PON ONTÊÕ·¢Æ÷/BOSA½«±äµÃ·Ç³£ÖØÒª
10G PON ONT¹â×é¼þÔ¤¼Æ½«»áìÉý£¬µ«ÊÇÓÉÓÚһЩÔÒò²¢²»»áÁ¢¼´·¢Éú¡£Ä¿Ç°£¬ÏÂÒ»´úONT¹â×é¼þµÄ³É±¾Òª¸ßÓÚONTÉ豸µÄ³É±¾ºÍ·ÇÏÂÒ»´úONT¹â×é¼þµÄ³É±¾¡£Ëæ×ÅÕë¶Ô10G PONµÄBOSA·½·¨µÄ¿ª·¢£¬10G ONT OC³É±¾½«»áѸËÙϽµ¡£¸ù¾ÝÓû§»òÓ¦ÓõÄÐèÇ󣬿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉ̽«»á²¿Êð10G ONT£¬ÖØµã¹Ø×¢ÓÚÆóÒµ¿Í»§ÒÔ¼°Òƶ¯»Ø´«ºÍÒÆ¶¯Ç°´«Ó¦ÓõĶԳÆ10G¡£
Ëæ×ÅÖйúFTTH¼ÒÍ¥ÆÕ¼°ÂʵÄÌá¸ß£¬Öйú¿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉ̵Ĵó¹æÄ£²¿ÊðÒѾ·Å»º£¬µ¼ÖÂ×ÜÌåONT¹â×é¼þÊг¡ÔÚÔ¤²âÆÚÄÚ½«»áϽµ¡£
NG-PON2½«»á³öÏÖ£¬µ«ÊÇÒª±È10GÂýµÃ¶à
OvumµÄÔ¤²âÒ²°üÀ¨NG-PON2¹â×é¼þµÄÉÏÉý£¬ÕýÈçͼÎåËùʾ¡£È»¶ø£¬NG-PON2¹â×é¼þ³ö»õÁ¿²»»á´ïµ½10G¹â×é¼þµÄÔ¤²â³ö»õÁ¿£¬ÒòΪÖйú¿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉÌÕý¾Û½¹ÓÚ10G£¬¶ø·ÇNG-PON2¡£²»¹ý£¬Verizon¿ÉÄÜ»áÔÚ½ñÄêÍíЩʱºòÓëÆäËû¹æÄ£Ð¡Ò»Ð©µÄ¿ì²ÊÍø¹ÙÍøÐÅÔËÓªÉÌ¿ªÊ¼ÊÔÑé»òÕß³õÆÚ²¿Êð¡£
ͨ¹ý¼¼ÊõµÄ½ø²½£¬NG-PON2µÄƽ¾ùÊÛ¼ÛÔ¤¼Æ½«»áѸËÙϽµ¡£²»¹ý£¬¿Éгµ÷¹â×é¼þÏà±ÈÓÚ10G PON¹â×é¼þÈÔ»áÏ൱°º¹ó¡£
ÀûÈó»áÃ÷ÏÔ¸ßÓÚÈ¥ÄêµÄÔ¤²â
Ovum±íʾ£¬»ùÓÚ10G PON OLT²¿Êð¡¢10G PON ONT²¿Êð¼Æ»®ºÍNG-PON2µÄ¼±¾ç¿ìËÙ±¬·¢£¬½ñÄêµÄ¹â×é¼þFTTx PONÊÕÈëÔ¤²â»áÏÔÖø¸ßÓÚÈ¥ÄêµÄÔ¤²â¡£ÕâÒ»Ô¤²â»¹°üÀ¨Ô¤²âÆÚºó°ë¶ÎСÌåÁ¿µÄ25G/50G¡££¨ÎÄÕÂÀ´Ô´£ºC114ÖйúͨÐÅÍø£©