Page 21 - Market Analysis Report of Optical Communications Field in China & Global market 2022

Optical transmission field of China, led by Huawei, occupies Chart2-15 The comprehensive index of competitiveness in comparison in the optical
a high position in the global market. Against the backdrop transmission and network access equipment field of China
of global network expansion and upgrading, it will bring
relatively broad development space for Chinese enterprises.
According to the Rankings of Top 10 competitiveness
enterprises in the optical fiber and cable field of Global market

in 2022, YOFC ranks second in the world with 963 points,
while Hengtong ranks third with 960 points. FiberHome, ZTT,
and Futong also score higher with 945 points, 944 points,
and 940 points, respectively. Among the top 10 enterprises,
there are 6 Chinese enterprises. On the basis of the increase HUAWEI ZTE FiberHome TIANYI GW Delight SDGI Shanshui Raisecom Huahuan Nanjing Putian
in global demand for optical fiber and cable, 39 optical fiber
enterprises mentioned in The Competitiveness Enterprises Chart2-16 The comprehensive score of competitiveness in comparison in the optical components
in the Optical Communications Industry of China & Global and auxiliary equipment & raw material field of China
Market in 2022 (16th) will get further development, and their
market share may be further expanded in the future.

Chart2-12 The comprehensive score of competitiveness in comparison in the optical fiber and cable field of China

TFC AFR T&S
Innolight
Accelink Zhongji Eoptolink HGTECH O-Net JONHON HONGHUI Communications
Chart2-17 The comprehensive index of competitiveness in comparison in the optical
components and auxiliary equipment & raw material field of China

YOFC HTGD FiberHome ZTT FUTONG ETERN TONHDING Tongguang SDGI FOCT

Chart2-13 The comprehensive index of competitiveness in comparison in the optical fiber and cable field of China

T&S
Innolight
Accelink Zhongji Eoptolink HGTECH O-Net JONHON TFC HONGHUI AFR Communications

Innolight, Hisense Broadband Multimedia, and Eoptolink lead

YOFC HTGD FiberHome ZTT FUTONG ETERN TONHDING Tongguang SDGI FOCT Japanese companies Sumitomo Electric, Furukawa Electric,
and Fujikura with 961 points, 959 points, and 942 points. The
gap between these four companies and the United States and
Chart2-14 The comprehensive score of competitiveness in comparison in the optical Japan, which have strong global competitive advantages, has
transmission and network access equipment field of China
narrowed. In recent years, Chinese optical device companies

have made significant progress in the field. In the first half
of 2022, the optical device industry is located in two major

markets, telecommunications and data centers, with relatively
positive capital expenditure. According to data from well-
known research companies, global cloud infrastructure service

expenditures in the first and second quarters of 2022 reached
$55.9 billion and $62.3 billion, respectively, which were $14
billion and $15 billion higher than the same period of the
HUAWEI ZTE FiberHome TIANYI GW Delight SDGI Shanshui Raisecom Huahuan Nanjing Putian previous year. Domestic spending on cloud infrastructure

services reached $7.3 billion in the first quarter of 2022, an
In the Rankings of Top 10 competitiveness enterprises in increase of 21% compared to the first quarter of 2021. In
the optical components field of Global market in 2022, terms of investment in the telecommunications market, in
four enterprises are from China, namely, Accelink, Zhongji the first half of 2022, driven by the national "East to West"
19