Page 40 - Market Analysis Report of Optical Communications Field in China & Global market 2023

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Market Share of Enterprises in the Global Optical Fiber From the perspective of optical fiber and cable enterprises,
and Cable Field in 2023 the rankings of the Top 10 Competitiveness Enterprises in the
Optical Fiber and Cable Field of China shows that YOFC,
HTGD, and FiberHome are among the top three companies,
accounting for more than half of the market share in China's
optical fiber and cable industry. ZTT and FUTONG are closely
following, and competition among the top ten enterprises is
extremely fierce.

Market Share of Enterprises in the Optical Fiber and
Cable Field of China in 2023

2. Market situation of China's optical fiber and cable
industry
During the 14th Five Year Plan period, China's economic and
social development was in an important period of strategic
opportunities. The continuous promotion of the construction
of a strong network country and a digital China, as well
as the deep integration of the digital economy and the real
economy, will promote the sustainable development of the
optical communication industry. According to the "China In 2023, China's epidemic prevention and control policies were
Internet Development Report 2022" released at the World adjusted to objectively reduce the impact of some enterprises
Internet Conference Wuzhen Summit on November 9, 2022, in the industrial chain not operating smoothly. In addition, from
the scale of China's digital economy reached 45.5 trillion the perspective of relevant policies in China's communication
yuan in 2021, accounting for 39.8% of GDP (only 30.1% in industry, the "New Infrastructure", "14th Five Year Plan",
2018). "Digitization" has penetrated into all aspects of China's and "East to West Calculation" projects will continue to be
economic development. promoted. According to the report of the "Twentieth National
According to data from the China Academy of Information Congress", new communication technologies such as
and Communications Technology, in 2022, the development of supercomputers, satellite navigation and quantum information
China's digital economy in the new decade will begin and enter will be the breakthrough points in the next few years, which
a new round of rapid development. It is expected that by 2025, will bring a series of optical fiber and cable products, including
the scale of China's digital economy will exceed 60 trillion the demand for some special products, and is expected to bring
yuan; By 2032, it will exceed 100 trillion yuan. stable product demand to the domestic optical fiber and cable
The development of the digital economy cannot be separated market.
from new infrastructure, in which optical fiber and cable are
indispensable underlying infrastructure. In 2022, the 14th Five Ⅱ. Global Optical Transmission and Network
Year Digital Economy Development Plan issued by the State Access Equipment Market
Council proposed to accelerate the construction of information In the field of optical transmission and network access
network infrastructure; orderly promote the expansion of equipment, due to the growing demand in North America, the
backbone network, and coordinate the construction of gigabit global optical transmission market grew by about 4% in 2022,
optical network and 5G network infrastructure. and the entire WDM market grew by about 5%. The shortage
According to the National Bureau of Statistics of China's of components is one of the biggest problems in the optical
announcement of the national fiber optic cable production in transmission market in 2022. Many equipment manufacturers
December 2022, the cumulative fiber optic cable production are no longer able to meet customer orders, reducing their
in China for the entire year of 2022 was 345.745 million core annual revenue.
kilometers, setting an all-time high, with a cumulative increase In the field of optical transmission and network access
of 6.6% in fiber optic cable production. equipment, top 10 companies are from 6 countries: Finland
The length of newly built optical cable lines is 4.772 million (Nokia), Sweden (Ericsson), Germany (ADVA), the United
kilometers, with a total length of 59.58 million kilometers States (CIENA, Infinera), Japan (NEC, Sumitomo Electric),
nationwide. Among them, the lengths of long-distance optical and China (HUAWEI, ZTE, and Fiberhome). HUAWEI
cable lines, local network relay optical cable lines, and access has taken the lead, with a global market share of 20.9% in
network optical cable lines are 1.095 million, 21.46 million, optical transmission and network access equipment. Nokia
and 37.02 million kilometers, respectively. In recent years, the ranks second with 12.4%, while Ericsson, ZTE, CIENA, and
construction length of optical cable lines in China has been FiberHome occupy the top 6 with market shares of 11.9%,
increasing in a stepped manner. 12.2%, 14.4%, and 9.4%, respectively.

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