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106 09 15
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Outline
- (Datacom/Telecom)- (Datacom/Telecom)- 106 EPS---
Datacom
3
(Source: Cisco Global Cloud Index; Synergy Research)
2020
90%. 27% CAGR.(2015~2020)
47%.53%
43%.
Datacom
4
Google Plan Microsoft Plan
2017 10% .
(Source: ICCSZ)
CAPEX (US$M)
5
(1). , , , .
(2). ICPs , 2016 5
2017 10 .
(3). 100G , 2019 .
(4). Hyper Scale 70 Tx/Rx.
(5). 2016 ~2020 ,188 ,100G 1
Datacom
100G
ICPs
(Source: ICCSZ)
(Source: LIGHTCOUNTING)
6
Telecom
CAPEX (US$M)
(Source: ICCSZ)
(1).2016 , 20195G CAPEX Plan
(2). CAPEX 2016~2018Ovum 2017 CAPEX 3%.
Datacom
7
Hyper Scale :
-> ICM Biz-> ODM Biz -> ICM Biz
(1). (2). (3). I-CM Biz
8
Datacom
Telecom
9
FTTH/CATV
(1). Project Follow Up. (2). “me too” .
(1). (Value Model)(2). (Off the shelf solution).(3). Free-Space based platform solution .
10
TELE
CO
MD
ATA
CO
M
OIN
106 EPS
11
106
(1). FTTH ,.
(2).FTTH
.(3).
2017 Capex Plan.(4).Datacom 100G
NT 1,143.25M
NT 212.82M
18%
NT 40.75M
3%
NT 27.32M
NT 10.46M
EPS NT 0.14
12
(FTTX), :
/
(Source: Point-Topic)
BD Band
13
(NG-PON2),
(1). (CEx) (2). (WM).
14
(Datacom)Hyperscale Data Center Tx/Rx Module Interconnect
, Passive Optical Puzzling . OIN+ Branch+WDM ,
Tx/Rx .
(m)
SR4 100~300 VCSEL MMF/MPO
SWDM 100~300 VCSEL MMF/Duplex
PSM4 500 DFB SMF/MPO
CWDM4 2000 DFB SMF/Duplex
100G
(MM)
(SM)
V
VV
15
5G (5G mobile network)5G (WDM) , CDWDM
(Source: ZTE)
5G
16
Datacom 100G , ,
2017 Telecom
, ,
Datacom , ,
, Telecom
, ,
. 5G