According to the Science and Technology Innovation Board Daily on November 26th, at the research symposium of the “Ten Gigabit Optical Network China Tour” Shanghai station, the chief engineer of the China Academy of Information and Communications Technology pointed out that “China has achieved” gigabit connectivity in every county “, with 10G PON ports accounting for over 85% of the world’s total, gigabit broadband users accounting for nearly 70% of the world’s total, and average household access bandwidth reaching 499.1Mbps/household. More than 20 provinces and cities across the country have successively carried out pilot projects for the application of ten gigabit optical network technology. Currently, China has entered an important period of popularization of gigabit optical networks and the launch of ten gigabit optical networks

The launch of the 10G optical network began with Shanghai. Members of the Party Group of the Shanghai Municipal Administration of Communications pointed out that since 2024, Shanghai has carried out the construction practice of “Guangyao Shencheng Ten Gigabit Sailing” and achieved remarkable results. Key indicators such as the number of 50G PON ports, the proportion of 10G PON ports, and the number of OTN stations owned by ten thousand people are leading the country. Demonstrations have been frequent in the fields of smart homes, intelligent manufacturing, and one-stop computing, and new tracks for integrated applications are gradually forming. Innovative research continues to emerge, and the first ten gigabit optical network industry organization – the “Guangyao Shencheng” Special Committee of the Shanghai Communication Society – has been established, establishing the first ten gigabit industry demonstration base in China. In response, Shanghai Telecom announced that it has built the world’s first 10 gigabit cloud broadband community (Poly Tianhui Community in Yangpu District), and plans to build 26 10 gigabit demonstration communities throughout the city by the end of the year. Shanghai Mobile has currently identified pilot communities for 10 gigabit optical networks and is developing corresponding pilot construction plans. It is expected that the pilot communities will officially release their numbers before the end of the year.

Compared to the supporting technology of 10G PON behind gigabit optical networks, the promotion of 10G optical networks this time is driven by the new generation of 50G PON technology. It cannot be denied that China’s broadband optical network construction has been leading the world in recent years. In recent years, the editor has stayed in Southeast Asia for nearly a month, and a very big feeling is that WiFi services are not popular and not cheap. For people who are familiar with the ubiquitous free WiFi in China, this feels a bit uncomfortable. So from this perspective, we can say that there is still a lot of market demand for the construction of optical network prices in Southeast Asian countries.

If there is still a lot of room for improvement in the construction of optical networks in Southeast Asian countries, China’s optical network construction faces the problem of finding a way out for excess bandwidth. Robert commented, “Although the penetration rate of China’s gigabit optical network is high, the number of users is still not enough, and China’s broadband development still faces the battle of going up the mountain.” He also said in the article that the purchase rate of gigabit broadband is less than a quarter, and it is difficult for operators to explain to users why they need higher bandwidth.

In the report of Science and Technology Daily, innovative businesses such as home XR, ultra high definition video, cloud NAS, cloud gaming, 3D live streaming, and 3D light sensing with a capacity of 10 gigabit are highly anticipated. The guaranteed bandwidth required for A1 digital human interaction in 4K 2D image quality is nearly 100Mbps. The binocular camera used for ultra high definition 3D live streaming can transmit 8K ultra high definition videos in real time to the live streaming platform, with a maximum bitrate of 150Mbps/channel and a guaranteed bandwidth of 300Mbps/channel.

Ideal remains ideal, but reality is still far from meeting these needs. Or even if you want it, local operators may not be able to provide it. Sometimes the construction of China’s optical network is not market driven, as a big shot said at a certain conference, we are more guided by technology. But ultimately, the size of the market determines the scale of the industry behind it. 50G PON has been called for so many years, and the entire industry chain is waiting for the market to explode. A month ago, Shanghai Telecom’s 50G PON tender only procured 19 sets of equipment.

Broadband development is the fundamental network infrastructure of a country. This time in Southeast Asia, I have a deeper understanding of this. I am fortunate to live and work in a country like China that has elevated the development of optical networks to such a high status. I hope that the country can push China’s 10 gigabit optical network construction to a new height like building high-speed railways, so that China’s optical communication industry can not rely on the market of any other country in the wor

As the landscape of live events continues to evolve, 5G technology stands at the forefront of transforming how fans engage with their favorite sports teams, concerts, and festivals. With its unparalleled speed, low latency, and capacity to connect a vast number of devices, 5G opens up a world of possibilities for creating exceptional fan experiences that go beyond traditional interactions.

One of the most significant advantages of 5G is its ability to deliver real-time information and content. Fans can access live stats, player bios, and behind-the-scenes footage instantly, enhancing their understanding and enjoyment of the event. Imagine a stadium where fans can watch replays from multiple angles on their mobile devices while seamlessly interacting with augmented reality features that bring the game to life in new ways.

Moreover, 5G enables immersive experiences that foster deeper connections between fans and their favorite teams or artists. Virtual and augmented reality applications can create interactive environments where fans feel like they are part of the action, whether it’s participating in virtual meet-and-greets or enjoying immersive game-day experiences that transport them onto the field or stage.

The technology also allows for enhanced crowd management and safety. With real-time analytics and smart connectivity, event organizers can monitor crowd density and flow, ensuring a safer and more enjoyable environment for all attendees. This capability is crucial in creating a seamless experience where fans can focus on the excitement rather than logistical concerns.

Furthermore, 5G’s high-speed connectivity allows for innovative digital platforms that facilitate fan engagement, such as live polling, interactive games, and personalized merchandise recommendations. These interactive elements not only entertain but also empower fans to participate actively in the event, creating a sense of community and shared experience.

In essence, 5G technology is revolutionizing the way fans experience live events, making them more engaging, interactive, and memorable. By leveraging this cutting-edge connectivity, organizers can craft exceptional experiences that resonate with fans long after the event ends, fostering loyalty and deepening their connection to the sport or artist. As we move forward, the integration of 5G will continue to redefine what it means to be a fan, setting new standards for engagement and enjoyment in the world of live entertainment.

High performance computing and artificial intelligence have become key strategic technologies for innovation in fields such as science, medicine, business, and defense. However, the growth of HPC and AI systems is increasingly constrained by interconnect bottlenecks, power limitations, and costs. Electrical I/O technologies such as copper wires and pluggable optical modules cannot provide the required bandwidth density, energy efficiency, latency, and scalability for future systems. Ayar Labs has developed a groundbreaking solution for this issue: TeraPHY optical I/O technology. TeraPHY integrates electronic and optoelectronic devices on silicon chips, which can be integrated into standard chip packages. In addition, with Ayar’s SuperNova multi wavelength light source, TeraPHY can achieve direct optical connection between chips, providing high bandwidth, ultra-low latency, and power efficiency that electrical I/O cannot match.

 

Overview of TeraPHY Optical I/O Technology
Ayar Labs’ TeraPHY optical I/O chip uses proprietary single-chip manufacturing processes to integrate electronic and optoelectronic devices on CMOS compatible silicon substrates. This enables high-density integration of high-speed optical I/O ports next to electronic chips within standard chip packages.

 

The TeraPHY chip works together with Ayar’s SuperNova multi wavelength laser source, which can be remotely placed and coupled to the chip package through fiber optic cables. This provides a complete optical I/O solution: SuperNova generates light of multiple wavelengths, while TeraPHY modulates and receives the light to transmit and receive data.

 

The key features and advantages of TeraPHY I/O solution include:

Extreme bandwidth density: Each chip can achieve a bandwidth of 2 Tbps, or 200 Gbps per chip edge, which is 1000 times higher than electrical I/O;

·Ultra low latency: 5 ns per chip, 10 times faster than electrical I/O, achieving real-time processing;

·High energy efficiency:< 5 pJ/bit, 10 times more efficient than electrical I/O, can reduce power consumption and cooling costs;

·Flexible transmission distance: from chips to racks, millimeters to kilometers;

·High reliability: compliant with GR-468 standard, resistant to noise EMI、 Voltage fluctuations have anti-interference properties.

TeraPHY and SuperNova provide the capacity, speed, efficiency, and robustness required for next-generation HPC and AI systems to overcome interconnect bottlenecks.

 

Innovate HPC and AI systems

The extremely high bandwidth density and low latency of Ayar optical I/O technology can achieve a revolutionary leap in HPC and AI application performance:

·Train complex AI models (such as GPT-3) in hours instead of weeks;

·Reduce HPC workload time by 10 times or more;

·Implement real-time AI inference for critical applications;

·Horizontally expand AI and HPC systems to increase capacity.

Specific use cases that can benefit from TeraPHY optical I/O include:

·Connect GPU/TPU arrays for large-scale parallel AI training and inference;

·Low latency connection to CPU, memory, storage, accelerator, and network;

·Decoupling calculation of rack scale with flexible resource pool;

·Interconnection between HPC, network, and embedded processor chips;

·Next generation wireless, LiDAR, and satellite networks.

 

The extreme bandwidth capacity of a single TeraPHY chip (2 Tbps) can replace hundreds of electrical I/O or fiber optics. This reduces costs, complexity, and power consumption. By encapsulating the economy, performance, and flexibility of optics through group contracts, Ayar’s solution helps make real-time AI, personalized medicine, smart radio, and other future applications possible and easy to explore.

 

The key advantage of optical I/O – reliability

Compared to electrical I/O, Ayar Labs’ TeraPHY optical I/O solution has inherent reliability and robustness advantages:

·Protect from electromagnetic interference that can damage electrical signals;

·Lower thermal resistance; Better heat dissipation;

·Resistant to power noise and fluctuations;

·Compliant with GR-468 standard, ensuring the reliability of optoelectronic devices in extreme environments;

·Single chip integration reduces defects compared to assembling discrete components.

 

By transmitting optical signals instead of electrical signals over copper wires, optical I/O avoids many common fault mechanisms in HPC and network systems. This improves normal operating time, reduces maintenance costs, and extends the lifespan of the system.

Recently, GSMA released its annual report “China Mobile Economy Development 2023”, which introduces the latest milestones in the development of China’s mobile industry. According to GSMA estimates, mobile technology and services contributed 5.5% of China’s GDP in 2022, equivalent to $1.1 trillion in economic added value. It is expected that by 2025, China will become the first market with 1 billion 5G connections.

 

The report China Mobile Economic Development 2023 shows that Chinese Mainland is the world’s largest 5G market, and the number of 5G connections has exceeded 60% of the global total by the end of 2022. In 2022, China built 887000 5G base stations, and by the end of 2022, the number of 5G base stations in China had exceeded 2.3 million.

 

GSMA predicts that 5G will surpass 4G as the most mainstream mobile technology in China by 2024. The industry organization also pointed out that the mainstream adoption of 4G and 5G in China means that traditional networks (2G and 3G) are currently being gradually phased out. Although most users have migrated to 4G and 5G, traditional networks continue to support various IoT services. However, it is estimated that by 2025, China’s traditional networks may be almost completely shut down.

The report also predicts that by 2028, China’s smartphone data traffic will more than double. GSMA points out that China’s mobile traffic growth is driven by various factors, mainly video live streaming, live streaming e-commerce, and online gaming. 5G is also a major driving factor for the growth of mobile data traffic, as evidenced by the increasing proportion of this technology in the total mobile data traffic.

 

In terms of the Internet of Things, GSMA predicts that the number of authorized spectrum cellular IoT connections in China will double to 3.6 billion by 2030. By 2030, China’s authorized spectrum cellular IoT connections will account for 67% of the global total.

 

This report points out that the large-scale construction of 5G networks in the past few years has led to record levels of capital expenditure intensity in China. As operators shift their focus to creating investment returns, overall capital expenditure will begin to decline in the coming years. During the period of 2023-2030, Chinese operators will invest $291 billion in their own networks, most of which will be used for 5G.

 

The GSMA stated that China’s mobile ecosystem created 6 million job opportunities in 2022. By 2030, the contribution of the mobile industry to the Chinese economy will reach approximately $1.3 trillion, and 5G is expected to bring $290 billion in benefits to the Chinese economy, accounting for over 22% of the total impact of the mobile industry on the economy. Most of the profits will be realized within the next 5 years.

 

Operators are fully seizing the enterprise level opportunities of 5G: With a large number of consumers starting to use 5G, the focus of Chinese operators is increasingly shifting to 5G enterprise services. Operators also readjust their enterprise strategies accordingly to improve customer service quality, including adjusting their 5G value proposition to edge computing and network slicing with the expansion of 5G SA networking deployment. The GSMA points out that the proportion of revenue other than network connectivity among global operators varies greatly, ranging from 15% to 40% of total revenue. In China, operators have made significant progress in diversifying their revenue. However, due to the large scale of mobile services that dominate the revenue structure, the proportion of revenue other than network connectivity to total revenue still ranks among the lowest globally.

 

The development momentum of dedicated 5G is strong: the report states that China has been at the forefront of dedicated 5G development worldwide. The GSMA stated that national support and cooperation between mobile operators and local equipment suppliers such as Huawei and ZTE have laid the foundation for the growth of dedicated 5G. To maintain the development momentum, solutions need to lower prices and make installation and operation more convenient and efficient. This has driven the growing demand for pre packaged solutions, which include service management tools and billing systems, edge and cloud integration, as well as mechanisms for handling data authentication and security.

 

Innovation supports China’s digital goals: The report points out that the digital ecosystem, including startups, will be the vanguard force in achieving China’s digital goals. In 2022, the United States added 182 new unicorn companies, accounting for more than half of the 330 new unicorn companies worldwide, followed closely by China with 74 new unicorn companies. About 70% of the newly added unicorn companies in China come from four fields: clean technology, renewable energy, healthcare, and intelligent logistics. More than 10 semiconductor companies also made it onto the list, while other industries such as automotive transportation, intelligent manufacturing, gaming, and metaverse also had companies on the list.

 

Financial technology provides opportunities for mobile industry enterprises: The report states that in the past decade, China has been at the forefront of financial technology services, largely due to investments in an increasingly diverse range of products and the growing demand for electronic payment methods. Network connectivity is the main driving factor for fintech services. The increasing attention to peripheral fields such as big data, artificial intelligence, and cloud computing will enable telecommunications operators to obtain greater value through financial technology. Some operators are also playing a more active role in the fintech field through direct investment and partnerships.

 

China’s shift towards circular economy: GSMA points out that the benefits of circular economy and its necessity for telecommunications equipment will dominate in 2023 and beyond. The transition to sustainable development requires all industries to examine their own resource utilization methods. This is particularly crucial for growing industries such as telecommunications. The Chinese government has recognized the importance of circular economy and incorporated its principles into the 14th Five Year Plan. Chinese terminal and equipment suppliers have joined the transition to a circular economy.