Page 41 - Market Analysis Report of Optical Communications Field in China & Global market 2023

Market Share of Enterprises in the Global Optical manufacturers worldwide in 2022 was 26%. In China, with
Transmission and Network Access Equipment Field in 2023 the phased changes in the cloud computing industry, the three
major operators have achieved significant growth in revenue
and investment in the cloud computing market, while internet
manufacturers have slowed down their growth after several
consecutive years of rapid growth. On the whole, the growth
rate of the data center Ethernet optical module market in 2022
is higher than that of other market segments, but lower than
expected. In terms of the telecommunications market, according
to data released by Dell'Oro, the global telecommunications
equipment market grew by 3% year-on-year in 2022, with a
slowdown compared to 8% in 2021. The growth rate of the
broadband access market is relatively high, but it is dragged
In 2023, two technologies will play an increasingly important down by the low growth rate of the mobile network and optical
role, the first being 400Gb/s ZR (400ZR). Small size pluggable transmission markets. In 2022, Chinese operators entered
products such as QSFP-DD for ZR optical devices will be a new stage of investment in 5G, with capital expenditure
used in the IP over DWDM (IPo DWDM) architecture, as IPo increasing by 26.7% year-on-year in the first half of the year
DWDM is based on the use of Ethernet switches or routers, and decreasing by 12% year-on-year in the second half.
thus occupying the traditional DWDM optical system market. In 2022, the global telecommunications network equipment
Driven by large Internet Content Providers (ICPs) such as market grew by 3% year-on-year, providing development
Amazon, Google, and Microsoft, there will be a large shipment opportunities for the global optical device industry with
of 400ZR in 2023. In addition to these ICPs, communication increased network traffic, network upgrades, and policy
service providers also have a wide interest in 400ZR. Although incentives. According to the rankings of the Top 10 enterprises
IPo DWDM will reduce the demand for DWDM metropolitan in the optical components field of global market, Coherent holds
area repeaters in Data Center Interconnection (DCI), it is the top spot with a market share of 17.6%, while Broadcom,
expected that sales of Independent Optical Line Systems (OLS) Lumentum, Accelink, and Zhongji Innolight rank among the
will increase, possibly doubling by 2023. top five on the list with market shares of 11.7%, 12.1%, 8.0%,
Another technology that will have an impact on the industry and 10.9% respectively.
in 2023 is the 1.2Tb/s coherent digital signal processor (DSP).
Cisco announced that it will launch a 1.2Tb/s coherent DSP Market Share of Enterprises in the Global Optical
using 5nm chip technology by the end of 2022, and plans Components Field in 2023
to achieve General availability by early 2023. In addition,
according to comments from other companies, it is expected
that at least four other suppliers (Ciena, Huawei, Infinira, and
NEL) will provide 1.2Tb/s coherent DSP, with a total of six
suppliers having this potential.
As in the past, every new coherent DSP technology can improve
repeater performance. It is expected that 1.2Tb/s coherent
DSP will achieve a longer transmission distance at 400 and
800 Gb/s wavelengths, which will promote China's large-scale
optical fiber backbone network to use 400Gb/s wavelength,
and promote the cutting-edge ICP network to use 800Gb/s
wavelength. Section 3: Global Operator Performance
Ⅰ. Major global operators
Ⅲ. Global Optical Device Market
As the two major markets in the optical device industry, there AT&T
are certain differences in the development stages and cycle In 2022, AT&T achieved operating revenue of $120.7 billion,
characteristics of the data center and telecommunications compared to $134 billion in 2021, a decrease of 9.9%, reflecting
network markets. Driven by businesses such as cloud the impact of the US Video separation in July 2021. Excluding
computing and artificial intelligence, the growth rate of capital the impact of US Video, independent AT&T's operating revenue
expenditure in the data center market is much higher than that in increased by 2.1%, from $118.2 billion to $118.2 billion, mainly
the telecommunications market. due to increased revenue from Mobility and, to a lesser extent,
In 2022, the world's leading cloud computing vendors revenue growth from Mexico and Consumer Wireless, partially
maintained their investment in large-scale data center offset by lower Business Wireless revenue. Capital expenditure
infrastructure. According to research firm Canalys, the was US $19.6 billion, capital investment was US $24.3 billion,
expenditure growth rate of the top three cloud computing and Free cash flow was US $14.1 billion.'
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