Page 25 - 2024年光通信竞争力报告(摘要版)

12 The competitiveness report on the Top 10 competitiveness enterprises in the optical communications industry China & Global market in 2024 (18th) (Abstract Edition)

Figure 6 Situation of optical cable exports from major Chinese optical fiber and cable

2e0n2te4r年pr1is-e6s月to中v国ari主ou要s r光eg纤ion光s o缆f 企the业w光or缆ld出fro口m到Ja世nu界ar各y t区o J域un的e 2情02况4
Others

Middle East 1%

6%

Europe
24%

South America
28%

North America Africa Asia
4% 11% 25%

Figure 7 Situation od optical fiber exports (except for self-use) from major Chinese optical
fiber and 2c0a2b4l年e e1-n6t月er中pr国ise主s要to光v纤ar光io缆us企re业g光io纤ns出o口f t（he除w自o用rld）f到ro世m界J各an区ua域ry的t情o 况June 2024

South America Others
4% 0%

North America Middle Europe
9% East 21%
9%
Africa
2%

Asia
55%

However, choosing overseas export also require waiting for foreign countries to digest the current inventory. Moreover, due to
macroeconomic fluctuations, the capital expenditure of overseas operators in 2024 has also slowed down. Coupled with disturbances
from factors such as geopolitics, strengthened trade protection measures, and high interest rate levels, overseas business still faces challenges.

New demands give birth to new tracks, and the demand for new types of optical cables is increasing. As the physical carrier for the
operating of information systems in various industries, Internet data centers have become key infrastructure for the digital transmission
and intelligent upgrading of the economy and society, and play a crucial role in the development of the digital economy. The scale and
number of data centers are constantly expanding, and the demand for optical fiber is also getting higher and higher.

Although the demand for ordinary optical cables is still strong and accounts for more than 90% of the market share, with the vigorous
development of computing power network construction, the demand for new types of optical cables is showing a relatively fast upward
trend. It is expected that by 2025, the demand for optical fiber and cable in China’s data center will reach 120 million core kilometers,
which will bring new market space for China’s optical fiber and cable industry.

Among new types of optical cables, G.654.E has both low nonlinear effects (large effective area) and low attenuation coefficient,
and supports backbone network transmission with large bandwidth, low latency, and long span. It is considered by the industry as
the preferred optical fiber for 400G, 800G and future Tbit/s ultra-high-speed transmission technologies. In addition to the already
commercialized G.654.E optical fibers, major optical communication enterprises are carrying out research and development on
new-generation optical fibers and cables such as space-division multiplexing optical fibers and hollow-core optical fibers, and have
achieved initial results. Subsequently, with the research and development and application of new types of optical fibers and cables such
as space-division multiplexing optical fibers, hollow-core optical fibers, and even C+L optical fibers, multi-core optical fibers, and few-
mode optical fibers, it will surely provide greater imagination space for the change of the future optical communication market pattern.

Finally, all the members of the review team of “Network Telecom” and “Annual Ranking Event of the Top 10 Enterprises in the
Optical Communications of China & Global Market would like to express heartfelt gratitude for the participation and cooperation from
the industry colleagues over the past 18 years.