Infinera naho izindi ebyiri zirengagijwe zikunze kwirengagiza zigomba gukunda abashoramari tekinoroji bashaka agaciro.
Impungenge zijyanye no gukura kw'imibare igaruka, igipimo cyinshi hamwe nibigereranyo byisoko rya fuzzy biherutse gutanga imigabane minini yamaso yikoranabuhanga no kuzunguruka mumitsi ihendutse.
Ariko aho gutinda no gusubiramo kuzamurwa mu ikoranabuhanga, abashoramari bagomba guhindura umwuka bakabona ubundi buryo buhendutse muri iyi nzego zihenze. Uyu munsi tuzareba ibigo bitatu bikunze kwirengagiza bifite ubushobozi bwo gukura, butunganijwe hamwe na p / e coeefficient kandi birashobora kugurwa mugihe kitarenze $ 20 kumugabane.
1. Inkomoko ya Infine
Intera ya Infinera Ibicuruzwa bya Optique (nasdaq: infn) Emerera abakora itumanaho kwagura imiyoboro yimiyoboro yabo idashyizeho fibre. Ibi bigerwaho mugutandukanya ibimenyetso bihari kurubuga rwinyongera.
Imiyoboro ya Fib Optic yo muri iki gihe cyohereza amakuru ku muvuduko wa 100 kugeza 200 GB / s no ku muvuduko wa 400 kugeza 600 gb / s kuri intera ngufi. Abatanga serivisi benshi bageragejwe na 800g.
Infinera, Ciena (NYSE: Cien) na Huawei ni abakinnyi batatu bayobora ku isoko rya 800g. Ariko "urutonde rwirabura" kandi ibihano ntibemerera abakora benshi kugura ibicuruzwa bya Huawei, bikava muri Infinera na Ciena hamwe nuburyo bwiza bwo guhitamo hanze y'Ubushinwa.
Abatwara benshi ntibashaka kwibanda kuri sosiyete imwe, bityo birashoboka cyane ko bazasangira amasezerano 800G hagati ya Infinera na Ciena. Infinera iherutse ku itara raporo ivanze ku gihembwe cya kane, kitujuje ibiteganijwe ku byinjira mu gice cya kabiri cy'umwaka, igihe isosiyete izatangira itangwa ry'ibicuruzwa byayo 800g ice6.
Mu mwaka wa 2020 w'ingengo y'imari, amafaranga yiyongereye yiyongereyeho 3% hamwe nigihombo gito. Ariko mu mwaka wa 2021, abasesenguzi biteze ko amafaranga yinjiza akura na 5% agaruka kunguka. Hashingiwe kuri ibi bigereranyo, ubucuruzi bucuruza hamwe ku nyungu 22 imbere hamwe no kugurisha 1,2 kuri uyu mwaka, nicyo kigereranyo cyo hasi cyane ku mugabane wa cyclic.
2. Ericsson.
Ericsson (NASDAQ: Eric) - Uruganda rwa gatatu runini rwibikoresho by'itumanaho ku isi nyuma ya Huawei na Nokia (Nyse: nok). Ubu amasosiyete uko ari atatu afasha abakora kugirango bagura imiyoboro mishya ya 5G, ariko Ericsson birashoboka ko akomeye kurusha babiri mu banywanyi babo benshi.
Ubucuruzi bwa Huawei bwibikoresho bya 5g bihura n "urutonde rwumukara" hamwe nibihano bitera kwangiriza ubucuruzi 800g. Hagati aho, kubona Alcatel Lucent (ni: Alctl) Nokia ku madolari ya 16.6 z'amadolari muri 2016 yatumye yibanda cyane ku kugabanya ibiciro. Kubera iyo mpamvu, isosiyete yari yishyuye inyuma ya Huawei na Ericsson ku ishoramari muri 5G kandi iracyahanganye n'izi ngaruka.
Nokia kandi yatakaje amasezerano manini kuri 5g mu Bushinwa kubera intambara y'ubucuruzi kandi ahagarika ubwishyu bw'inyungu kugira ngo yishyure amafaranga menshi ku ishoramari ryayo muri 5G. Umuyobozi mukuru wa Nokia Rajiv Suri na we yeguye umwaka ushize.
Kugereranya: Ericsson yagumanye amasezerano mu Bushinwa, akomeza kwishyura inyungu kandi ntabwo yahinduye umuyobozi utyaye hagati y'ibibazo bitigeze bibaho.
Uyu mwaka, abasesenguzi bitegereje ko amafaranga yinjiza kandi inyungu iziyongera 15% na 16%, nkuko isosiyete igurisha ibicuruzwa bya 5g n'ibisabwa bisabwa na Nokia. Ibi ni ibipimo byinenge byiringiro kubigega, bigurishwa ninyungu inshuro 14. Ericsson na we yishyura umusaruro utewe imbere 1.7%.
3. LG yerekana
LG yerekana (NYSE: LPL) ni imwe muri LCD nini yo ku isi kandi ikomanze. Urutonde rurerure rwabakiriya bo muri Koreya yepfo rurimo Apple (NASDAQ: AAPL) na Huawei, kandi umunywanyi nyamukuru ni Samsung (KS: 005930).
LG yerekana kurwana no kugurisha terefone na tereviziyo muri 2019. Nubwo bimeze bityo ariko, amafaranga yinjira yiyongereyeho 3% muri 2020, kubera ko imigendekere yo murugo yatumye habaho imbaga nshya kubakurikirana ba PC, ibikoresho bya terefone na tereviziyo. Amabwiriza ya Apple nayo yihuta, kubera ko igihangange tekinike cyongereye umusaruro wa iPhone 12 - Umuryango wa mbere wibikoresho bya 5g.
Icy'ingenzi, LG yerekanye inyungu nyinshi mu gihembwe cya gatatu cya 2020, cyari kimwe cya kane cyunguka uturere ndwi, tugaguma mu gihembwe cya kane. Isosiyete yasobanuye iri terambere ku biciro byo hejuru by'isoko n'umusaruro wuzuye wa ecran ya ecran mu ruganda rwayo rushya muri Guangzhou, rwongereye cyane ingaruka z'igipimo.
Umuhanda wa Wall witeze ko amafaranga yinjiza azakura na 14% kandi azana inyungu mumwaka. Dushingiye kuri ibi byahanuwe, ububiko bugurishwa hamwe nintambwe yo hejuru ya 10 imbere.
Ibisohoka
Abashoramari ntibagomba na rimwe gutekereza ku migabane "bihendutse" gusa hashingiwe ku biciro byabo - kubwibi dukeneye ibiciro byinyungu nibiciro byo kugurisha. Ariko niba ushaka imigabane ku giciro cyo hasi byoroshye kugura ubufindo, kandi ntibisanzwe, iyi migabane itatu igomba kuba yujuje ibisabwa byose.
Soma ingingo zumwimerere kuri: gushora.com