Vim li cas MPO cables muag tau zoo?

I. Qauv ntawm MPO: Plaub txheej los ntawm sab nraud mus rau sab hauv
Thaum lub MPO cable yog disassembled, nws muaj plaub txheej.
Lub innermost txheej yog optical fiber. Rau luv-kev sib txuas ntawm qhov deb hauv cov chaw zov me nyuam, ntau- hom kho qhov muag fibers (OM3/OM4/OM5) feem ntau yog siv, thaum ib leeg -mode OS2 yog siv rau kev hla- tsev lossis ntev- kis xwm txheej. Feem ntau, ib lub MPO cable tuaj yeem ua tau 12 cores, 16 cores, lossis 24 cores. Nyob rau hauv siab -cov xwm txheej thaiv qhov ceev, nws tuaj yeem ncav cuag 48 cores lossis 144 cores.
Qhov thib ob txheej yog aramid fiber reinforcement. Nws yog tib yam li Kevlar cov ntaub ntawv uas peb tau hais ua ntej, nrog lub zog tensile ntawm tshaj 120N, tiv thaiv cov fibers fragile optical tsis tau rub tawm. Yog tsis muaj aramid, MPO cable yuav tsuas yog iav fiber ntau.
Qhov thib peb txheej yog lub sheath. Standard cables siv LSZH (tsawg pa luam yeeb, tsawg halogen) cov ntaub ntawv, uas yog nplaim hluav taws-retardant, hnav-resistant, thiab ya raws- pov thawj. Lub armored version qhwv ib txheej ntxiv ntawm corrugated steel yeeb nkab lossis txhuas armor sab nraum lub aramid, muab lub zog tensile los ntawm 200N mus rau ntau tshaj 1000N, haum rau hnyav ib puag ncig.

Qhov tseem ceeb tshaj plaws plaub txheej yog MT connector core.
MT connector core yog tus ntsuj plig ntawm tag nrho MPO. Nws yog 6.4mm × 2.5mm cov duab plaub me me, nrog cov txheej txheem meej 8 txog 72 micro- qhov channel sab hauv, nrog rau qhov sib nrug ntawm 0.25mm. Thaum ob qhov sib txuas sib raug zoo, ntau lub fibers kho qhov muag yuav tsum tau ua kom zoo ib txhij ntawm sub-micron qib - qhov sib txawv ntawm 0.5 micrometers yuav ua rau lub teeb liab kho qhov muag kom txo qis.
MPO connectors muab faib ua txiv neej thiab poj niam hom. Tus txiv neej connector muaj ob tug stainless hlau pins (PIN pins), hos tus poj niam connector muaj ib tug los ntawm - qhov. Thaum lawv ua tiav, cov pins tau muab tso rau hauv lub qhov, xauv cov haujlwm ntawm ob qhov txuas. Ib tug txiv neej thiab ib tug poj niam yog tsim nyog. Txiv neej-rau- txiv neej yuav tawg tus pins, thiab poj niam-rau- poj niam yuav tsis sib haum ntawm cov fibers kom zoo.

II. MT Core: Cov pob txha nyuaj tshaj plaws hauv MPO Supply Chain
Vim li cas MPO thiaj li kim? Qhov tseem ceeb nyob hauv MT core.
Lub square me me no, txog qhov loj ntawm xibtes, yuav tsum tau ua kom tau raws li ntau qhov kev xav tau loj:
Ua ntej, qhov tseeb ntawm micropore array. Thaum 12 optical fibers muab tso rau ib sab, qhov pore qhov sib txawv yog 0.25mm, thiab txoj kab uas hla ntawm txhua qhov pore yuav tsum tsis pub tshaj ± 0.5μm. For 48-core and 72-core systems, the requirements are even more extreme - the entire core is densely covered with dozens or hundreds of micropores, and any deviation in the position of a single pore will result in that fiber being unusable.
Qhov thib ob, qhov ntsuas geometric ntawm lub ntsej muag kawg. Rau 800G thiab 1.6T cov tshuab, qhov kev xav tau ntawm qhov tso tawm tau raug txo los ntawm cov tsoos 0.35dB mus rau qis dua 0.15dB, thiab qhov poob rov qab yuav tsum ruaj khov ntawm -60dB lossis qis dua. Qhov no txhais tau hais tias lub vojvoog curvature ntawm lub ntsej muag fiber ntau yuav tsum tau tswj nyob rau hauv qhov nqaim heev ntawm 10-15mm, thiab qhov vertex offset yuav tsum tsis pub tshaj 0.5 micrometers.
Thib peb, sib xws. Nws tsis txaus los ua ib qho zoo xwb; Nws yog ib qho tsim nyog los xyuas kom meej tias ntau pua txhiab tus cores tuaj yeem tsim tau zoo ib yam.
Cov khoom siv rau cov tub ntxhais kawm tuaj hauv ob lub chaw pw hav zoov. Ib lub chaw pw hav zoov siv ceramic substrates, uas yog tsim los ntawm sintering alumina los yog zirconium oxide. Lawv muaj siab precision thiab zoo stability, tab sis kev ua yog nyuaj thiab tus nqi siab. Tianfu Kev Sib Txuas Lus yog tus xa khoom tseem ceeb ntawm ceramic cores thoob ntiaj teb thiab muab ib nrab ntawm MPO manufacturers thoob ntiaj teb. Lwm qhov chaw pw hav zoov siv cov tshuaj polymer txhaj tshuaj molding, uas yog tsim los ntawm kev txhaj tshuaj hloov PPS khoom. Lawv muaj cov nqi qis thiab ceev ceev, tab sis cov khoom siv mis thiab pwm precision yog monopolized los ntawm cov tuam txhab txawv teb chaws.
Txawm hais tias qhov twg yog qhov chaw pw hav zoov, lub hauv paus caj dab yog nyob hauv cov pwm. Qhov tshwj xeeb ultra-precision txhaj pwm rau 48/72-core ultra- siab- tub ntxhais MPO cores tam sim no tsuas yog muaj los ntawm ob peb lub lag luam hauv Asmeskas thiab Nyij Pooj. Lub sij hawm xa tuaj pwm yog 12-18 lub hlis. Cov tuam txhab tsim khoom hauv tsev tseem muaj qhov sib txawv hauv kev ua tiav thiab kev ruaj ntseg, thiab cov txiaj ntsig ntawm high-end cores tau ntev lawm qis dua li ntawm cov tuam txhab Japanese.

III. Yuav ua li cas ua kom lub hauv paus? Tsib kauj ruam ntawm raw khoom mus rau cov khoom tiav
Kev tsim khoom ntawm MT core yog qhov tseem ceeb ntawm kev ua tiav cov kab ntau lawm.
Thawj kauj ruam yog shaping. Rau txoj kev ceramic, nws ua raws cov hmoov metallurgy - alumina / zirconia hmoov yog nias rau hauv lub cev ntsuab, tom qab ntawd sintered ntawm qhov kub siab (1400-}}} 1600 degree), thiab sintered ceramic piece muaj hardness siab heev. Tom qab ntawd, nws dhau los ua qhov tseeb. Rau txoj kev polymer, nws ua raws li kev txhaj tshuaj molding - hloov PPS cov khoom yog txhaj rau hauv cov pwm ultra-precise nyob rau hauv qhov kub thiab txias, thiab tom qab ntawd txias rau daim ntawv. Kev txhaj tshuaj molding efficiency yog ntau dua li cov ceramics, tab sis tus nqi thiab precision ntawm pwm yog qhov tseem ceeb.
Cov kauj ruam thib ob yog micro- qhov ua tiav. Micro- qhov nrog qhov sib nrug ntawm 0.25mm yog drilled ntawm cov tub ntxhais zoo li tus. Rau tej daim, laser ua los yog mechanical drilling yog siv, thaum txhaj molded daim, qhov tseeb ntawm cov pwm nws tus kheej yog nyob ntawm - protrusions ntawm pwm txiav txim siab txoj hauj lwm ntawm lub qhov. Cov kauj ruam no yog lub hauv paus ntawm precision.
Qhov thib peb kauj ruam yog fiber ntau insertion. Lub stripped txheej txheej ntawm optical fiber (nrog ib txoj kab uas hla ntawm 125μm) yog ntxig ib tug los ntawm ib tug mus rau hauv lub micro- qhov, thiab tsau nrog epoxy resin. Rau 12-core, nws zoo, tab sis rau 48-core thiab siab dua, phau ntawv fiber ntau ntxig yog qhov tsis muaj txiaj ntsig thiab yuav tsum tau txais kev pab khoom siv semi-automated.
Qhov thib plaub yog kev sib tsoo thiab polishing. Qhov no yog qhov xav tau tshaj plaws ntawm tag nrho cov txheej txheem.
Cov txheej txheem kev sib tsoo ib txwm muaj plaub kauj ruam: ua ntej, sib tsoo ntxhib nrog SC16 abrasive daim ntawv kom tshem tawm qhov tsis xws luag thiab tsim lub dav hlau siv; Tom qab ntawd, kev sib tsoo zoo / laser rub ntawm SC3 abrasive daim ntawv kom txo qhov siab ntawm qhov muag fiber ntau rau lub hom phiaj (1800-2000nm); Tom qab ntawd, polishing ntxhib nrog alumina (AO1) polishing daim ntaub; Thaum kawg, zoo polishing nrog cerium oxide (CO1) polishing daim ntaub kom tshem tawm micro khawb.
Hauv ob xyoos dhau los, kev lag luam tau txhawb nqa cov dej ntshiab polishing tov - tag nrho cov txheej txheem siv cov dej ntshiab ua qhov nruab nrab, tsis muaj tshuaj sib tsoo cov tshuaj, nrog xoom seem thiab xoom pov tseg kua. Guoruiseng cov ntaub polishing yog tus sawv cev ntawm txoj kev no.
Kev sib tsoo cov cai rau 800G / 1.6T yog nruj heev. Qhov siab sib txawv ntawm qhov kho qhov muag fiber ntau yuav tsum tswj tsis pub dhau ± 100nm, thiab lub ntsej muag kawg ntawm lub ntsej muag yuav tsum qis dua 150nm. Txhua tus tub ntxhais fiber ntau yuav tsum ua kom tau raws li qhov tseeb no, thiab ntau lub cores fiber ntau yuav tsum tau ua raws li cov qauv. Ib qho ploj lawm, tag nrho MPO jumper yuav tsis tsim nyog.
Kauj ruam tsib yog kuaj. Siv 200X-400X kho qhov muag fiber ntau lub ntsej muag tester, txhua fiber ntau tau tshuaj xyuas ib qho los ntawm ib qho los kuaj xyuas qhov poob, rov qab poob, fiber ntau qhov siab, thiab qhov kawg ntawm lub ntsej muag tsis xws luag. Cov tsis tsim nyog raug tshem tawm, thiab cov tsim nyog raug tso tawm rau kev tsim khoom.

IV. Cov npe khoom siv: Leej twg yog Muag?
Cov khoom siv hauv MPO kev lag luam, cais los ntawm cov txheej txheem:
Insertion core forming equipment - rau txoj kev ceramic, hmoov xovxwm thiab siab -kub sintering rauv (1600 degree) yuav tsum tau; rau txoj kev polymer, yuav tsum muaj lub tshuab ultra- precision txhaj tshuaj molding. Lub tshuab txhaj tshuaj molding tshuab ntawm Nyiv Toshiba Machinery thiab Fanuc yog cov qauv kev lag luam, nrog cov khoom siv hauv tsev tseem poob qis hauv cov ntsiab lus ntawm qhov tseeb thiab ruaj khov.
Cov cuab yeej sib tsoo thiab polishing - qhov no yog cov cuab yeej tseem ceeb. Kev ua lag luam siab -kawg yog monopolized los ntawm Nyiv Fujitsu thiab Sumitomo Electric, nrog rau ib qho khoom siv raug nqi $80,000 - $120,00, suav txog kwv yees li 35% ntawm lub ntiaj teb siab -kawg kev lag luam. Cov teeb meem tseem ceeb ntawm cov cuab yeej no nyob hauv nanometer- theem sib tsoo precision tswj algorithm thiab ntau -axis linkage them nyiaj mechanism, kom ntseeg tau tias qhov kawg ntawm lub ntsej muag ntawm MPO hauv ib lub voj voog mus txog qib siab tshaj plaws ntawm IEC cov qauv.
Cov khoom siv hauv tsev raug ntes. Guoruiseng muab cov ntawv sib tsoo thiab polishing ntaub siv, Huachuang Kev Sib Txuas Lus tau pib HY-9000 series tsis siv neeg sib tsoo tshuab thiab fiber optic kawg lub ntsej muag nrhiav kom pom, npog tag nrho cov txheej txheem los ntawm kev sib tsoo kom zoo polishing. Mingyan Haimeidianyuan ua rau kev sib tsoo cov kua dej, sib xyaw ua kom zoo sib tsoo thiab fiber ntau rub rau hauv ib qho.
Cov cuab yeej kuaj xyuas - Fiber optic kawg lub ntsej muag ntsuas lub ntsej muag yog ib qho yuav tsum muaj-muaj. Huachuang Kev Sib Txuas Lus HY-67M / HY-67F series txhawb 80X / 200X / 400X magnification, siv los kuaj xyuas qhov zoo thiab huv ntawm FA / MT / MPO kawg ntsej muag.
Automated los ua ke kab - Sib dhos cov ntsiab lus ntxig, fiber ntau, aramid, thiab sheath rau hauv MPO jumper ua tiav. Cov tuam txhab ua lag luam (Taichengguang, Zhishang Technology, Zhongtian Technology) yog txhua lub tsev tsim cov kab ntau lawm los txhim kho cov txiaj ntsig thiab muaj peev xwm.

V. Dab tsi ua rau MPO Manufacturing nyuaj?
Qhov nyuaj ntawm MPO manufacturing yog nyob rau hauv tsib yam:
Precision txwv. Aligning ntau cov tub ntxhais fibers ib txhij, nrog ib qho kev ua yuam kev ntawm ± 0.5 μm, qhov no tsis yog ib yam dab tsi uas cov tshuab ua haujlwm tuaj yeem daws tau. Nws yog qhov system engineering sib txuas cov khoom siv kho qhov muag, cov khoom siv, thiab cov tshuab meej.
Yield qhov dub. Qhov ntau dua cov cores, qhov qis dua qhov tawm los. Cov txiaj ntsig ntawm 12-core tuaj yeem ncav cuag ntau dua 95%, thaum rau 48-core, nws tsuas yog 70-80%. Txhua qhov ntxiv fiber ntau ntxiv qhov ua tsis tiav.
Pwm bottleneck. Cov pwm rau ultra- siab- cov cores ntxig tsuas yog tsim los ntawm ob peb lub tuam txhab thoob ntiaj teb, nrog rau lub voj voog xa khoom ntawm 1-2 xyoos. Pwm qhov tseeb ncaj qha txiav txim siab qhov chaw qhov tseeb ntawm cov tub ntxhais ntxig ntxig.
Khoom monopoly. High-kawg hloov kho PPS cov ntaub ntawv yog tswj los ntawm cov tuam txhab txawv teb chaws. Lub purity thiab particle loj faib ntawm ceramic hmoov kuj cuam tshuam qhov kev ua tau zoo tom qab sintering.
Ntawv pov thawj barrier. Lub sijhawm ntawv pov thawj rau North American cloud providers (Google, Meta, Microsoft, thiab lwm yam) yog mus txog 12-18 lub hlis. Tau txais ntawv pov thawj yog tsim nyog los muab, tsis muaj luv luv.
Kev sib xyaw ua ke ntawm tsib qhov pib no yog vim li cas tsuas muaj ob peb lub tuam txhab thoob ntiaj teb muaj peev xwm ruaj khov siab - kawg MPO ntau lawm.

VI. Leej Twg Ua Nws Hauv Suav Teb? Kev Tshawb Fawb Txog Nyiaj Txiag
Muaj ntau lub tuam txhab teev npe hauv A- koom ua lag luam uas tsim MPO, tab sis qhov zoo sib txawv heev. Kev tshuaj xyuas los ntawm txoj haujlwm hauv kev lag luam saw, nws tuaj yeem muab faib ua peb txheej.
Thawj txheej: MT insertion cores - txoj hauj lwm tshaj plaws nyob rau hauv kev lag luam, nrog rau cov teeb meem siab tshaj plaws.
Shijia Optoelectronics (688313) yog tus thawj coj hauv MT insertion core muaj peev xwm ntau lawm. Tom qab tau txais Fokexima, nws muaj peev xwm tsim tau txhua hli ntawm 20 lab MT insertion cores, ncav cuag lub peev xwm tsim khoom hauv tsev. Hauv Q1 2026, nws cov nyiaj tau los yog 577 lab yuan, nce 32.18% xyoo-rau- xyoo; net profit yog 116 lab yuan, nce 24.66%. Nws lub tswv yim yog "cov khoom sib xyaw + cov khoom tiav" dual tsav - tsis yog nws tsuas yog siv cov cores ntxig rau MPO nws tus kheej, tab sis kuj muag rau lwm cov tuam txhab MPO. Optical chips (AWG chips) kuj yog nws ib txwm muaj zog.
Tianfu Kev Sib Txuas Lus (300394) ua raws li txoj kev ceramic. Nws yog tus xa khoom tseem ceeb ntawm MPO ceramic puag thoob ntiaj teb, muab rau ib nrab ntawm cov tuam txhab thoob ntiaj teb. Hauv Q1 2026, nws cov nyiaj tau los yog 1.33 billion yuan, nce 40.82%; net profit yog 492 lab yuan, nce 45.79%. FAU (fiber array unit) thiab ELS (sab nraud teeb qhov chaw) rau CPO tau ruaj khov. Txawm li cas los xij, cov txiaj ntsig hauv thawj peb lub hlis twg tau poob qis dua piv nrog lub quarter dhau los, lub tuam txhab tau piav qhia tias nws yog vim qhov tsis txaus ntawm qee yam khoom siv, thiab nws xav tias yuav yooj yim nyob rau hauv ib nrab ntawm lub xyoo. Cov kab ntau lawm ntawm lub Hoobkas hauv Thaib teb tau ua tiav cov khoom lag luam ruaj khov, thaum cov kab ntau lawm tau dhau los ntawm cov neeg siv khoom tshuaj xyuas.
Wukoo Technology (301196) nkag mus rau hauv kev lag luam lig. Nws Ameslikas tshwj xeeb hauv kev txhaj tshuaj molding pwm thiab nyob rau lub Plaub Hlis 2026, nws tau siv 51 lab yuan kom tau 51% ntawm kev ncaj ncees ntawm Jiuteng Technology, yog li tau txais tag nrho cov saw muaj peev xwm ntawm MT connectors + MPO jumpers. Hauv Q1 ntawm 2026, nws cov nyiaj tau los yog 610 lab yuan, nce 13.1%; nws cov nyiaj tau los yog 71 lab yuan, txo qis ntawm 7.8%. Cov nyiaj poob qis feem ntau yog vim muaj kev cuam tshuam los ntawm kev lag luam ib txwm muaj, thaum MPO kev lag luam tseem nyob hauv qhov kev nce qib - nce qib. Citigroup tsa nws lub hom phiaj tus nqi ntawm 95 yuan mus rau 135 yuan.
Txheej thib ob: MPO Cov khoom tiav - Feem ntau ncaj qha ua tiav ntawm kev txiav txim
Tachengguang (300570) yog A-cov tuam txhab sib koom nrog MPO siab tshaj plaws purity thiab thib ob -MPO tus xa khoom loj tshaj plaws hauv ntiaj teb. Nws tus kheej tsim MT connectors, nrog 70% ntawm nws cov nyiaj tau los ntawm Corning. Nws muab Nvidia, Meta, thiab Microsoft los ntawm Corning ncaj qha. Txawm li cas los xij, cov ntaub ntawv rau Q1 2026 tsis zoo: cov nyiaj tau los yog 341 lab (down 8.04%), cov nyiaj tau los yog 66 lab (qis 17.12%), thiab cov nyiaj tau los ntawm kev khiav haujlwm yog qhov tsis zoo. Qhov laj thawj yog vim li cas Corning tau tsim nws tus kheej lub peev xwm tsim tawm MPO, hloov kev txiav txim; Nyob rau tib lub sij hawm, qhov pauv tus nqi poob kuj noj rau hauv profits. Cov nyiaj tau los tag nrho - xyoo rau 2025 yog 1.547 billion, thiab cov nyiaj tau los yog 299 lab, tseem loj tuaj. Tus yuam sij yog saib seb Corning tuaj yeem ruaj khov nws cov feem hauv ib nrab ntawm lub xyoo.
Zhishang Technology (301486) yog lub hauv paus tseem ceeb ntawm Senko (Japanese Fanport). Hauv Q1 2026, cov nyiaj tau los saum npoo yog 266 lab (qis qis 0.06%), thiab cov nyiaj tau los tau poob ntawm 6.07 lab - tab sis cov nuj nqis no yog kev dag ntxias. Xyoo tas los, nws suav nrog Fu Kexima (uas tau pauv mus rau Shijia Optical Photonics xyoo no), thiab tom qab tsis suav nrog cov txiaj ntsig ntawm kev sib koom ua ke, sib faib- raws li kev them nyiaj, thiab kev sib pauv hloov pauv, qhov txiaj ntsig tiag tiag yog 7.72 lab, tseem loj hlob los ntawm 6.08% piv rau xyoo dhau los. Qhov tseem ceeb tshaj, Zhishang Technology tau txais 460 lab MPO ntev - daim ntawv cog lus xaj los ntawm Asmeskas cov neeg siv khoom PH, thiab Nyab Laj lub hauv paus tau muab tso rau hauv kev tsim khoom, thiab lub hauv paus tshiab hauv tsev tau muab tso rau hauv lub Xya Hli. MMC, SN-MT, thiab lwm yam. siab- cov khoom kawg tau ua tiav batch ntau lawm, thiab tau koom nrog Senko hauv CPO teb.
Changxinbochuang (300548, yav tas los Bochuang Technology), lub tuam txhab Changxinsheng yog lub ntiaj teb sab saum toj MPO tus neeg muag khoom ncaj qha rau Google, suav txog ntau dua 30% ntawm Google MPO kev yuav khoom. Nws tau txais txiaj ntsig los ntawm tus kheej - muab khoom kom zoo dua ntawm cov fibers kho qhov muag ntawm Changfei, nrog rau cov nqi qis heev. Lub peev xwm tsim tau txhua xyoo yog 12 lab teeb, thiab Nyab Laj lub hauv paus tsis txhob muaj tariffs.
Txheej Peb: Integrated Optical Cable Factory - "Qab-Fiber-Cable-MPO" Tag Nrho
Zhongtian Technology (600522) nyuam qhuav yeej 1.518 billion yuan MPO kev txiav txim loj - kev yuav khoom txhua xyoo ntawm kev lag luam hauv Internet rau FY27. Qhov no yog ib qho kev hloov pauv ntawm "muag optical cables rau cov neeg ua haujlwm" mus rau "muag AI txuas rau huab tuam txhab lag luam". Hauv Q1 2026, cov nyiaj tau los yog 13.142 billion (nce 34.71%), thiab cov nyiaj tau los yog 919 lab (nce 46.42%). Kev sib txuas lus kho qhov muag muab elasticity, submarine cables muab cov margins siab, daim phiaj hluav taws xob muab cov nyiaj tau los ruaj khov, thiab cov qauv yog qhov sib npaug tshaj plaws.
Hengtong Optoelectronics (600487) tau ua tiav kev kho dua tshiab ntawm 6 MPO automated ntau lawm kab ntawm nws lub hauv paus Guangdong, thiab MPO cov nyiaj tau los hauv 2026 yog kwv yees li 30 lab yuan ib hlis. Hauv Q1 2026, cov nyiaj tau los yog 17.791 billion (nce 34.09%), thiab cov nyiaj tau los yog 1.105 billion (nce 98.53%), tshaj li qhov kev cia siab ntawm lub tsev kawm ntawv los ntawm 20%. Cov khoom xa tuaj txawv teb chaws tau nce 55%, thiab cov kev txiav txim zoo tshaj yog ze li ntawm 30 billion yuan.

VII. Kev Lag Luam Loj thiab Nqe Logic
Xav tias lub zog tawg ntawm MPO nrog cov duab no:
Kev lag luam MPO thoob ntiaj teb yog 1.8 billion US las hauv 2023, thiab Huatai Securities kwv yees tias nws yuav ncav cuag 6.1 billion US las hauv 2029, nrog CAGR ntawm 22%. Zhejiang Securities muaj kev cia siab ntau dua - rau qhov siab -kawg MPO jumpers (400G / 800G / 1.6T txhawb nqa), kev lag luam tshiab hauv 2026 yuav muaj ntxiv 10-16 billion yuan, thiab nws yuav nce mus txog 45 billion los ntawm 2030.
Ntawm tus nqi, kev hloov kho ntawm cov tub ntxhais suav yog qhov tseem ceeb tsav tsheb rau tus nqi nce . 16-core MPO yog qhov kev teeb tsa yooj yim, thiab tus nqi ntawm 32-core yog 2.5-3 npaug ntawm 16-core (300+ US dollars), thiab 64-core yog ncaj qha 1000 US dollars. Txoj kev siv thev naus laus zis CPO / NPO tsis yog hais txog kev txhim kho tus nqi ib leeg, tab sis hais txog kev nce cov channel - 6.4T NPO tov siv 32 raws (32 × 200G), thiab txhua channel yuav tsum muaj ib qho MPO.
Kev lag luam hauv MPO connector yog 3.5 billion yuan hauv 2025, thiab xav tias yuav yog 7.83 billion yuan hauv 2026, loj hlob los ntawm 124%. Kev tsim tawm hauv tsev tau nce los ntawm 44.7% hauv 2024 txog 52.3% hauv 2025.

VIII. Leej Twg Ua Tau Txais Nyiaj?
Thaum saib cov ntaub ntawv qhia nyiaj txiag tag nrho, cov lus xaus yog qhov tseeb:
Cov uas tau txais txiaj ntsig tiag tiag los ntawm tus nqi nce yog cov chip manufacturers ntawm qhov kawg ntawm cov khoom siv. Shijia Optoelectronics thiab Tianfu Kev Sib Txuas Lus pom lawv cov nyiaj tau los thiab cov nyiaj tau los loj hlob ntawm qhov kev kub ceev - vim tias tsis hais leej twg ua MPO, lawv txhua tus yuav tsum tau yuav chips. Lawv yog cov muag shovels.
Qhov teeb meem ntawm cov khoom tiav lawm manufacturers yog kom meej meej sib txawv. Taicheng Optoelectronics raug cuam tshuam los ntawm Corning tus kheej - tsim muaj peev xwm, thiab ntsib luv - lub sij hawm siab; Zhishang Technology cia siab rau Senko cov ntawv cog lus tsim khoom thiab loj - teev ntev - lub sij hawm txiav txim, thiab muaj kev loj hlob ruaj khov tab sis xav tau sij hawm rau cov nyiaj tso tawm; Changxin Bochuang tau khi rau Google, thiab muaj lub hauv paus muaj zog tshaj plaws tab sis yog cov ntaub ntawv tsis txaus ntseeg.
Qhov zoo ntawm cov tuam txhab ua ke yog nyob rau hauv "kev ruaj ntseg". Zhongtian thiab Hengtong tsis yog lub hom phiaj ntawm MPO. Kev sib xyaw ua ke ntawm fiber ntau optic tus nqi nce, submarine cable, thiab lub hwj chim grid logic ua rau lawv muaj kev pheej hmoo muaj zog. Qhov 1.5 billion MPO xaj rau Zhongtian tsuas yog nce ntxiv, tsis yog tag nrho cov nyiaj.
Cov kev ntsuas feem ntau yog siab heev. Taicheng Optoelectronics muaj tus nqi TTM-rau- cov nyiaj khwv tau los ntawm ntau dua 200 npaug, Zhishang Technology yog 277 zaug, thiab Tianfu Kev Sib Txuas Lus yog 134 zaug. Kev ua lag luam twb tau ua tiav nyob rau hauv lub sijhawm ntev - kev cia siab. Yog tias lub peev xwm tso tawm xyoo 2027 ua rau muaj kev kho tus nqi, muaj ntau chav rau kev txo nqi.
Qhov no puag ncig ntawm MPO kev ua lag luam: Cov txheej txheem kev teeb meem nyob rau hauv cov chips, kev ua tau zoo elasticity nyob rau hauv cov khoom tiav, thiab qhov ruaj khov tshaj plaws yog cov kev sib xyaw ua ke. Raws li rau leej twg yuav luag kawg, nws nyob ntawm seb leej twg tseem tuav cov neeg siv khoom thiab patents tom qab lub peev xwm tshiab tso tawm xyoo 2027.