迈向智能世界白皮书2024全光网络

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The report highlights the transition towards an intelligent world driven by advancements in AI and smart applications, predicting a compound annual growth rate of 26.9% for global investments related to intelligence [7] - It identifies ten key trends in the optical network industry, emphasizing the need for high-quality connectivity and the evolution of network architectures to support emerging intelligent applications [10][12] Summary by Sections Introduction - The ICT industry is undergoing significant changes towards intelligence, with AI applications rapidly developing across personal, family, and enterprise domains [7] - The report outlines three major challenges and opportunities for the optical communication industry: enhancing computing power networks, ensuring broadband networks meet the demands of intelligent applications, and supporting the digital transformation of industries [7] Ten Trends in Optical Networks 1. Intelligent applications are driving data centers towards multi-layered, distributed architectures, with backbone networks evolving to 400G [10][13] 2. The quality requirements for computing network connections are increasing, with metropolitan networks moving towards 1ms latency [10][22] 3. Intelligent computing clusters need to overcome limitations of traditional switch networks, transitioning to optical-electrical hybrid DCN networking [10][39] 4. Optical access networks are accelerating towards 50G PON and Wi-Fi 7, upgrading from gigabit to multi-gigabit services [10][48] 5. The emergence of intelligent applications demands guaranteed quality in ubiquitous computing access, shifting optical access network architecture from "best effort" to "deterministic experience" [10][57] 6. The launch of Apple Vision Pro is revolutionizing home entertainment experiences, accelerating the evolution of FTTR towards smart home hubs [10][64] 7. AI technology must be integrated into optical network management platforms to achieve intelligent upgrades and ensure user experience [10][71] 8. The transition from copper to optical networks is expanding from homes to campuses, establishing a digital foundation for smart campuses [10][39] 9. The digital transformation of industries is creating new standards for production communication networks, accelerating upgrades in industrial communication networks [10][39] 10. In the intelligent era, multi-dimensional information perception through optical fibers, vision, and radar, enhanced by AI, enables more precise remote operations [10][44] Conclusion - The report emphasizes the need for a robust optical network infrastructure to support the increasing demands of intelligent applications and the digital transformation of various industries [4]