Page 16 - 2021年光通信竞争力报告(摘要版)

6 The competitiveness report on the Top 10 competitiveness enterprises in the optical communications industry China & Global market in 2021 (15 ) (Abstract Edition)
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Preface • Work summary

In 2021, global optical communications market has gradually stabilized and rebounded with the world entering into
a phase of normalized prevention and control, economy slowly recovering and countries speeding up investment in
their communication network infrastructure and introducing favorable policies. According to statistics, more than
160 operators have launched 5G services and 5G subscribers has also significantly increased, which is expected to
exceed 500 million by the end of this year. As 5G development accelerates, the global demand for optical fiber and
cable has increased substantially. In the first half of 2021, the total amount of global optical fiber and cable increased by 11.1%
compared with that in the same period of last year, which is estimated to exceed over 600 million in 2025.
In addition, breakthroughs have been made in optical modules and optical devices in 2021 for the rapid development
of data communication market with the overall global sales of modules exceeding 8 billion dollars, which is
expected to rise to 11.3 billion dollars in the next three years. It is the global penetration of 5G and the current
surge in demand for mobile Internet applications like short video, live broadcast and other high-traffic application
scenarios that bring such a sound momentum. The global communication market will be further expanded with
continuous global 5G and informatization construction.

Since 2006, the year 2021 has been the 15th year for Network Telecom Information Research Institute to host the ranking event of
Top 10 Competitiveness Enterprises in the Optical Communications of China & Global Market. According to research statistics which
demonstrates the market structure of the optical communications market, we can see a leap in the competitiveness of enterprises in the
optical communications. The Rankings of the Top 10 competitiveness enterprises in the optical communications industry of global market
clearly shows the competition among enterprises in the optical communications and its sub-industries of China and Global market in 2021.
According to the rankings of the top 10 competitiveness enterprises in the optical fiber and cable field of Global market in 2021 (15th), the top
10 companies are from the United States (Corning), Italy (Prysmian), Japan (Furukawa Electric/OFS, Sumitomo Electric, Fujikura), China
(YOFC, HTGD, FiberHome, ZTT, FUTONG), in which the number of Chinese companies account for half of the list. YOFC, HTGD and
FiberHome have occupied a large market share. YOFC, ZTT and HTGD rank among the top five in the world with market shares of 12.18%,
9.35% and 8.84% respectively. FUTONG and FiberHome also rank the top places with 8.70% and 7.765. Corning, Furukawa Electric/OFS,
Sumitomo Electric, Prysmian and Fujikura account for 17.22%, 12.41%, 8.43%, 8.17% and 5.53% respectively.

Figure 1 Global Optical Fiber & Cable Enterprises Market Share Figure 2 Global Optical Transmission Enterprises Market Share

In the optical transmission and network access equipment, we find that its potential is being gradually released as large-scale procurement
of optical communication equipment by operators has injected driving force to the industry. In accordance with the Rankings of the Top 10
competitiveness enterprises in the optical transmission and network access equipment of global market in 2021 (15th), the top 10 companies are
respectively from Sweden (Ericsson), Finland (Nokia), Japan (NEC), the United States (CIENA, Infinera and ADTRAN), China (Huawei, ZTE,
FiberHome) and Germany (ADVA). Among them, Huawei firmly occupies the first place with its global market share of 18.27%, CIENA the
second with 13.35%, Ericsson the third with 13.10%, Nokia the fourth with 10.93%, FiberHome the fifth with 10.42% and ZTE the sixth with
8.81%. Infinera, NEC, ADVA and ADTRAN come after with the market share of 7.10%, 3.72%, 3.64% and 2.66% respectively.