Page 40 - Market Analysis Report of Optical Communications Field in China & Global market 2021

͐ ͕ ͖ ͛ ͎
2021 is a year of orderly competition and healthy development While the post-pandemic era remains highly uncertain, however,
for China's optical fiber and cable market. October 12, the as broadband demand will continue to grow for many years to
industry's most concerned China Mobile 2021-2022 optical come, the optical transmission market will remain positive for
cable procurement announced the bidding results: the average the next five years. From 2021 to 2025, the optical transmission
transaction price of optical cable is more than 60 yuan/fibre market will reach $85 billion in cumulative revenue, driven by
km, up more than 50% compared with 40 yuan/fibre km in demand for WDM systems for metropolitan and long-distance
2020. In terms of the scale of procurement, it has increased by applications, these two segments will account for nearly 98%
20% compared with 2020. The rise in both volume and price
reflects the market demand driven by double trillion and other of the optical transmission equipment market. In the WDM
new infrastructure construction and emerging businesses. On market, the demand for higher wavelength speeds will be the
the other hand, it is to reduce the huge cost pressure caused driving force and 200+Gbps wavelength shipments are expected
by the rising price of raw materials for optical fiber and cable to grow at a five-year compound annual growth rate (CAGR) of
manufacturers, which is conducive to promoting rational 30%.
competition in the industry.
Ⅲ. Global optical device market
Ⅱ.Global optical transmission market In 2021, the total revenue and gross margin of global optical
In the first quarter of 2021, North America was down 15%, device enterprises increased significantly compared to the
EMEA was up 10%, Asia Pacific was flat and CALA was up same period last year, which shows that the impact of external
15%. Overall, the global optical transmission equipment market environment, such as limited capacity and tight supply chain,
was essentially flat during the quarter compared to the same eased in the first half of last year. The large-scale deployment
period in 2020, the year-over-year growth in all other regions of 5G drives the rapid growth of global traffic and promotes the
was offset primarily by stagnant growth in North America.
However, the performance of North America improved from the rapid improvement of bandwidth. The 5G bearer network will
previous quarter with strong quarter-on-quarter growth of just face certain data transmission pressure. The 5G bearer network,
over 15%, and this strong growth momentum will be maintained access network and core network will continue to expand and
for the rest of 2021. Communication Service Providers (CSPS) upgrade, so there will be a huge demand for optical devices.
accounted for 71% of WDM market share in the quarter.
At the same time, the rapid construction of large-scale and super-
The top 10 enterprises in the list of Global Optical Transmission large-scale data centers, enterprise cloud, etc., promotes the
and Network Access Equipment 2021 are from five countries: demand for optical devices. The digital communication market
Finland (Nokia), Sweden (Ericsson), Japan (NEC), the United stimulates optical modules/devices much more than other
States (Ciena, Infinera, ADTRAN), China (Huawei, ZTE, segments. Google, Microsoft, Amazon, Facebook, Alibaba,
FiberHome), and Germany (ADVA). Huawei firmly occupies Tencent, Baidu and other Internet companies will continue to
the leading position, with a global market share of 18.27% in build new data centers around the world in the coming years
optical transmission and network access equipment. Ciena
ranked second with 13.35%, followed by Ericsson, Nokia, as traffic explodes. The growth of the digital communication
FiberHome and ZTE with 13.10%, 10.93%, 10.42% and market is very significant, and the development of high-speed
8.81% market shares respectively. Infinera, NEC, ADVA and optical modules over 100G will usher in a climax. In the list of
ADTRAN accounted for 7.10%, 3.72%, 3.64% and 2.66% of global optical device enterprises in 2021, Lumentum occupies
the market, respectively. the first place with a share of 15.16%, and II-VI, Broadcom,
Zhongji Innolight, Accelink with 14.47%, 11.88%, 9.33%,
8.67% of the market share in the list of the top five. Sumitomo
Electric, Hisense Broadband Multimedia, Furukawa Electric/
OFS, Fujikura, Eoptolink respectively occupy 7.25%, 6.73%,
4.99%, 4.75%, 2.86% of the market share.

Under the background of rising market demand for optical
devices, enterprises related to China's optical communication
industry chain are actively expanding the capacity of optical
38