Page 38 - Market Analysis Report of Optical Communications Field in China & Global market 2023

͕͖͐͛ ͎
collaborative construction of 5G networks and gigabit optical Section 2: Analysis of Optical
networks, and promote the comprehensive development of the Communication Market 2023
mobile Internet of Things; Systematically optimize the layout Ⅰ. Global Fiber and Cable Market
of computing infrastructure, promote efficient complementarity 1. Analysis of the Global Fiber and Cable Market
and collaborative linkage of computing power between the
East and the West. In the same month, the Ministry of Industry In 2022, the global economy experienced a strong recovery,
and Information Technology stated that it will carry out the thanks to the easing of epidemic restrictions and national plans
"Light Chasing Action" for gigabit optical networks, strengthen to support infrastructure, energy transformation, and digital
cross industry, cross enterprise, and cross regional network project development. However, the strong recovery of economic
collaborative innovation, and support the transformation activities is accompanied by considerable inflationary pressure,
of traditional industries to digitization, networking, and which is mainly caused by the rise of energy and commodity
intelligence; Small and medium-sized cities and remote rural prices and the instability of the supply chain. The Russia-
areas should achieve coordinated and balanced development Ukraine conflict has exacerbated this pressure.
of information and communication networks, and promote Against the backdrop of many uncertain macroeconomic
the construction of "broadband border areas" and strong cloud factors, the global fiber optic cable market has improved.
networks in small and medium-sized cities.
5G is a key driving factor for the development of the global
Rapid growth of emerging businesses and continuous fiber optic cable market
enhancement of new driving forces for industry As of the end of 2022, 5G has covered all continents worldwide,
development with 251 operators in 102 countries and regions launching
Emerging businesses such as data centers, cloud computing, big commercial 5G networks based on the 3GPP standard. The
data, and the Internet of Things have developed rapidly. In 2022, number of 5G SA commercial networks has reached 32, and
a total of 307.2 billion yuan in business revenue was achieved, the investment in 5G networks has reached 515. The global
an increase of 32.4% compared to the previous year. Its 5G network has covered 33.1% of the population, with a
proportion in telecom business revenue increased from 16.1% population coverage rate of over 50% in 41 countries/regions in
to 19.4%, driving a 5.1 percentage point increase in telecom Europe, America, Asia, and Oceania. In 2022, the construction
business revenue. Among them, data center, cloud computing, process of 5G networks has significantly accelerated, with a
big data, and Internet of Things businesses increased by 11.5%, total deployment of over 3.64 million global 5G base stations,
118.2%, 58%, and 24.7% respectively compared to the previous an increase of 72% compared to 2021 (2.115 million). Among
year. them, China has a total of 2.312 million 5G base stations,
accounting for 63.5% of the global total. The deployment of 5G
networks is rapidly advancing, with a development speed far
exceeding all previous standards.
The global 5G spectrum auction and allocation are accelerating,
and more than 40% of countries and regions have clarified the
results of 5G spectrum planning. According to TDIA statistics,
as of the end of 2022, regulatory agencies in over 137 countries
and regions worldwide have announced or planned to conduct
5G spectrum auctions/allocations, and regulatory agencies in
over 95 countries and regions have completed some or all 5G

Development of Emerging Business Income from 2017 to 2022 spectrum auctions/allocations, accounting for 42.4% of the
global number of countries and regions. According to TDIA
Continuous optimization of data center layout and data statistics, the global 5G key frequency bands include 700MHz,
processing capabilities. As important carriers for data 2600MHz, 3400-3800MHz, and 24-29.5GHz. Among them,
information exchange, calculation, and storage, three basic 66 countries and regions have completed the auction/allocation
telecommunications companies in China have continued to of sub 1 GHz frequency spectrum, 83 countries and regions
increase their investment in data centers. As of the end of 2022, have completed the auction/allocation of 1-6GHz frequency
the number of data center racks providing services to the public spectrum, and 29 countries and regions have completed the
reached 818000, a net increase of 84000 compared to the end of auction/allocation of millimeter wave frequency spectrum. The
last year. Basic telecommunications companies are increasing global deployment scale of 5G for commercial use in three years
their own computing power construction efforts, focusing is equivalent to the level of 4G for commercial use in five years.
on building integrated service capabilities such as network, The progress of 5G deployment far exceeds that of 4G during
connectivity, computing power, data, and security, laying the the same period, greatly driving the demand for fiber optic
foundation for providing high-quality new digital services. cables.

36