Page 18 - 2021年光通信竞争力报告(摘要版)

8 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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Optical component industry has been increasingly concentrated with enterprises accelerating their mergers and
acquisitions. The market scale of optical component industry has been greatly expanded in recent years from several
billions to the current 60 million for the stimulation of global traffic upgrades, which has driven the development
of the whole optical communications industry. The industry has become a veritable “dark horse” in the field of
optical communications industry. According to the Rankings of the Top 10 competitiveness enterprises in the
optical components field of Global market in 2021 (15th), Lumentum takes the first place with a market share of
15.16%, II-VI, Broadcom, Innolight and Accelink follows closely with 14.47%, 11.88%, 9.33%, 8.67% respectively.
Sumitomo, Hisense, Furukawa, Fujikura and Eoptolink account for 7.25%, 6.73%, 4.99%, and 2.86%.

Figure 3 Global Optical Device Enterprises Market Share

Sound Momentum of China’s Optical Fiber and Cable Field
During the 13th Five Year Plan period (2016-2020), China’s optical fiber and cable field has achieved leapfrog development,
which is shown in the significant growth of the industry’s comprehensive strength, its increasingly important role in supporting,
innovating and leading national economic and social development. The figure of the prosperity index of China’s optical fiber
and cable industry over the past six years has shown the trend of the industry.

Figure 4 Leading & Coincident & Lagging Index of
China’s Optical Fiber & Cable

In accordance with the prosperity index of China’s optical fiber and cable industry in 2021, the index has experienced from
rapid rise to stable fluctuation, which is in line with the fact that China’ optical fiber and cable industry has undergone three
growth periods from outbreak to maturity and then to transformation and adjustment in the past six years. The consensus index
showing the prosperity of the industry from 2015 to 2020 are 100, 103.35, 103.2, 102.8, 100.3 and 102.1 respectively with the
growth rate slowing down year by year.