Kua kite koe kua tino rongonui te kupu "muka whatu"?
Mai i te mutunga o te tau 2025 ki te tīmatanga o te tau 2026, i roto noa i ētahi marama, ka pakaru te mākete muka whatu i ngā tau o te moe, me te pikinga o te rahinga me ngā utu, me te piki haere tonu o te wera o te mākete. Ehara tēnei i te pikinga poto, engari he nekehanga hanganga i peia e te huringa hangarau. I tēnei rā, me titiro tātou he aha i "werawera" ai te muka whatu i te tau 2026.
I. Te Mana Rorohiko AI: Ko te Mīhini Matua e Whakaoho ana i te Hiahia
I ngā wā o mua,muka whatuI ahu mai te tono i ngā kaiwhakahaere waea—ngā teihana whānui FTTH me ngā teihana turanga 5G—e aro nui ana ki te pātai "mēnā kei te wātea te hononga."
Engari mai i te tau 2025, ka tīmata te huri o te kaupapa matua. Nā te tere o te whanaketanga o te AI whakaputa me ngā tauira reo nui kua puta mai he maha o ngā pokapū raraunga AI tino-rahi. Ko ēnei pūnaha, he tekau mano ngā GPU, kua nui ake ngā tono mō te tuku raraunga—he whānui ake te whānui me te iti ake o te whakaroa.
Nā tēnei kua hua ake ngā huringa e rua:
(1) Te tipu nui o te hiahia mo te muka whatu
Kua tino piki ake te whānuitanga o te tuku raraunga i roto i ngā pokapū raraunga AI me waenga i ngā taupū rorohiko. He nui ake te maha o ngā hononga whatu i ngā pokapū raraunga tuku iho, ā, koinei te take e tere ai te tipu o te tono muka whatu.
(2) Ngā Whakaritenga Mahi Kua Whakanuia mō ngā Whatunga
I te pikinga ake o ngā tono mō te kaha tuku me te tawhiti, kei te piki haere te hiahia mō te muka whatu iti-ngaronga (pēnei i te G.654.E) i roto i ngā whatunga tuarā me ngā horopaki tuku kaha-teitei. I taua wā, i roto i ngā pokapū raraunga, he nui ake te whakamahi i te muka aratau-maha, i te muka aratau-kotahi rānei me ngā kōwae whatu tere-teitei.
I roto i tētahi kupu poto: ko te kaha akiaki i muri i te tono muka whatu kei te neke haere mai i ngā "whatunga kawe" ki ngā "whatunga rorohiko".
II. Ngā Ārai Tuku: Ngā Here Matua i roto i te Mekameka Ahumahi
Ahakoa te tere o te tipu o te tono, kei te raru te taha tuku ki te whakawhānui i te tere kotahi.
Ko te pūtake o te umanga muka whatu kei roto i te hanganga muka whatu, e whakatau ana i te kaha me te mahi o te hanga muka. He nui ngā arai hangarau o tēnei wāhanga, he nui te haumitanga e hiahiatia ana, ā, he roa te huringa whakawhānui kaha (ko te tikanga 18–24 marama). Ko te nuinga o ngā hua o te umanga kei konei anō hoki.
I ngā tau tata nei, nā te kaha o te whakataetae utu, kua tūpato ngā kamupene ki te whakawhānui ake i te hanga. I te pikinga ake o te tono i te tau 2026, kua tata kī tonu te kaha o te hanga, ā, he uaua ki te whakapiki tere i roto i te wā poto.
I taua wā anō, kua whakaritea te iti o te kaha ki ngā hua he nui ake te uara tāpiri, ā, ka nui ake te iti o te tuku.
III. Te Kore-Taurite o te Tuku me te Tono: Kei te Tomo te Ahumahi ki tētahi Huringa Whakarunga
I tētahi taha, ko te tipu o te tono e peia ana e te AI; i tētahi taha, ko te kaha tuku e herea ana. Kei te puta haere te koretake o te tuku me te tono.
E matapaetia ana e ngā whakahaere ahumahi maha ka noho pōturi tonu te mākete muka whatu o te ao tae noa ki te tau 2026 me te 2027.
He maha ngā hua ka puta mai i tēnei nekehanga:
(1) Te Whakaora Utu
Nā te tono, kei te ora haere ngā utu muka whatu, ā, kei te neke haere te umanga i te whakataetae utu iti mō te wā roa.
(2) Te Hurihanga o te Arorau Whakataetae
Kei te neke te ahumahi mai i te "utu e ārahihia ana" ki te "kounga me te hangarau e ārahihia ana." Ko ngā kamupene whai kaha mekameka ahumahi katoa—mai i te preform ki te muka—he painga ki te pumau me te whakahaere utu.
(3) Te Aro nui ake ki te Mākete
I te pai haere o ngā kare ā-roto o te umanga, kei te hoki anō te aro o te mākete ki te mekameka umanga whakawhitiwhiti kōrero whatu.
IV. Pānga ki te Ahumahi Rauemi Waea me te Taura
Ko te tipu haere o te tono mo te muka whatu kei te tuku atu hoki ki ngā kaiwhakarato rauemi.
I roto i te tukanga hanga taura whatu, kei te piki haere te tono mō ngā rauemi matua pēnei i te PBT (rauemi ngongo wewete),FRP(te mema kaha), te rīpene ārai-wai, te miro ārai-wai, me te XLPE (rauemi pūtu). I te whānui haere o ngā tauine kaupapa, me te whakapai ake i ngā whakaritenga hua, kei te piki haere hoki ngā whakaritenga mō te mahi me te ōritetanga o ngā rauemi.
Ko te tikanga o tēnei, ka nui ake ngā whai wāhitanga a ngā kaiwhakarato rauemi waea me te taura, he whānui ā rātou kohinga hua, ā, he pumau hoki ō rātou kaha tuku i roto i tēnei huringa.
Whakamutunga
Ehara i te mea tūpono noa te pikinga ake o te mākete muka whatu i te tau 2026, engari he hua tonu nō te whakapai ake tonu o ngā hanganga mamati.
I te whanaketanga o te mana rorohiko AI, kei te whanake haere te muka whatu mai i te hongere tuku mōhiohio tuku iho ki te hanganga matua e tautoko ana i ngā whatunga rorohiko. Kei te piki haere tonu te tauine me te tere o te rere o ngā raraunga, e whakapiki ake ana i ngā tono mō ngā pūnaha whakawhitiwhiti kōrero whatu.
I raro i te awe o te tipu o te tono me ngā here o te tuku, e matapaetia ana ka uru te umanga ki tētahi wāhanga hou o te whanaketanga. Mō te umanga whakawhitiwhiti kōrero whatu me ōna mekameka tuku rauemi e pā ana, he tīmatanga noa iho pea tēnei huringa.
Wā tuku: Paenga-whāwhā-24-2026