Page 22 - Market Analysis Report of Optical Communications Field in China & Global market 2023
P. 22

͕͖͐͛ ͎

          project of "channeling computing resources from the east    Chart3-20  The comparison of basic competitiveness among top comprehensive competitiveness enterprises
          to the west" and the construction of the "Double Gigabit"           in optical transmission and network access equipment of China in 2023
          network, domestic operators have been relatively active              basic competitiveness  scale competitiveness  efficiency competitiveness  growth competitiveness

          in investing in 5G networks, computing power networks,
          and computing infrastructure. China Mobile has completed
          capital expenditures of around 90 billion yuan in the first
          half of the year, including 50 billion yuan in 5G related
          investments and 20 billion yuan in computing power network
          capital expenditures. China Unicom's capital expenditure in
          the first half of the year reached RMB 28 billion, a year-on-
          year increase of 98%.                                             HUAWEI  ZTE  FiberHome  TIANYI  GW Delight Raisecom   SDGI  CIG  Shanshui  Huahuan
          In the rankings of the Top 10 competitiveness enterprises
          in the optical fiber and cable field of China in 2023, the
          comprehensive competitiveness index between enterprises is   Chart3-21  The comparison of basic competitiveness among top comprehensive competitiveness enterprises
                                                                              in optical components and auxiliary equipment field of China in 2023
          excellent. There are 8 enterprises with a score of over 900,           basic competitiveness  scale competitiveness  efficiency competitiveness  growth competitiveness
          including YOFC, HTGD, FiberHome, ZTT, and FUTONG,
          Etern, and Tongding. YOFC ranked first with a score of 1000.
          From the overall performance of China's optical fiber and
          cable industry, it can be seen that Chinese enterprises have
          strong comprehensive competitiveness in the field of optical
          fiber and cable. This is also a strong proof that Chinese
          optical fiber and cable enterprises have shown a significant
          market share globally, and further demonstrates that the
                                                                              Innolight
          industrial structure of China's optical fiber and cable industry           Accelink  Zhongji   Eoptolink  HGTECH  O-Net  JONHON  TFC  Sunstar  LUSTER  AFR
          has become mature.

                 Chart3-18 The comparison of basic competitiveness among top comprehensive competitiveness  In the rankings of the Top 10 competitiveness enterprises
                       enterprises in the optical communications field of China in 2023
                                                                 in the optical transmission and network access equipment
                       basic competitiveness  scale competitiveness  efficiency competitiveness  growth competitiveness
                                                                 of China, Huawei, ZTE, and FiberHome have obvious
                                                                 advantages in the ranking, with scores of 1000, 936, and
                                                                 911, respectively. Tianyi Comheart, GW Delight, SDGI, CIG

                                                                 Cambridge, Shanshui, and Huahuan are all on the list.


                                                                 In the rankings of the Top 10 enterprises in the optical
                                                                 components field of China, the top 10 enterprises have an

                                                                 average score of over 900 points. The listed companies are
                                                                 Accelink, and Zhongji Innolight, Eoptolink, HGTECH, O-net,
                   HUAWEI  ZTE  HTGD  ZTT  FUTONG  ETERN  SDGI  ZHONGLI  Tongguang  JONHON, TFC, Sunstar, LUSTER, AFR. Accelink ranks first
                                                                 with a score of 1000, while Zhongji Innolight ranks second
                                                                 with a score of 999. From the score list of Chinese optical
              Chart3-19 The comparison of basic competitiveness among top comprehensive competitiveness enterprises in   devices, it can be clearly seen that high ranking enterprises
                            optical fiber and cable of China in 2023
                       basic competitiveness  scale competitiveness  efficiency competitiveness  growth competitiveness  account for the majority, and the overall competitiveness
                                                                 scores of enterprises do not differ significantly. This also
                                                                 reflects that various enterprises in the field of optical devices
                                                                 have achieved impressive results in 2022.
                                                                 Based on the above analysis, in 2023, when the economic
                                                                 situation is declining, Chinese optical communication
                                                                 enterprises still show strong development momentum and

                   YOFC  HTGD  FiberHome  ZTT  FUTONG  ETERN  TONHDING  SDGI  Tongguang  FOCT  their international position is constantly improving, especially
                                                                 in the fields of fiber optic cables and optical devices. In the
                                                                 future, driven by further increases in global mobile traffic, the
                                                                 Chinese optical communication market is bound to usher in a
                                                                 new round of growth.






         20
   17   18   19   20   21   22   23   24   25   26   27