Page 38 - Market Analysis Report of Optical Communications Field in China & Global market 2024

CHINA
share respectively. Indian enterprise Sterlite is on the list for the
first time, occupying about 2.50% of the global market share.
Figure 3 Market Share of Enterprises in the Global
Optical Fiber and Cable Field
Data source: Compiled and drawn by the Network
Telecommunication Research Institute
2.Current status of the optical fiber and cable market in
China
Benefiting from the continuously development of domestic
5G networks, fiber-to-the-home, the Internet of Things, and
big data, as well as the deployment of “computing power from
the east to the west” and the application and development of
artificial intelligence, the transmission capacity of China’s
communication network is continuously and steadily improving,
constantly driving new demand growth and product upgrades in
optical fibers and cables.
The total length of optical cable lines in China is steadily
increasing. With the overall network construction and the
development of the digital economy in China, the construction
of 5G and the upgrade of gigabit optical fibers have driven
the continuous improvement of market demand, and the total
length of optical cable lines has grown steadily. According to
the data released by the Ministry of Industry and Information
Technology, as of the end of 2023, the total length of optical
cables in China reached 64.32 million kilometers, a net increase
of 4.74 million kilometers compared to 2022, with a year-on-
year growth of approximately 8.0%
Figure 4 Total length of optical cable lines in China
in recent years
Data source: Compiled and drawn by the National Bureau of Statistics
and the Network Telecommunication Research Institute
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The demand for optical cables has slowed down, and the
output has decreased compared with the same period of
last year. In terms of the output of optical fibers and cables
in China, due to the continuous growth of industry demand
and capacity expansion, the domestic optical cable output
generally showed an upward trend. China’s optical cable output
increased from 227 million core kilometers in 2013 to 342
million core kilometers in 2017. From 2018 to 2019, due to the
decline in capital expenditures of operators and other factors,
the industry output continued to decline. Since 2020, driven
by 5G investment FTTR, the optical cable output has resumed
growth. In 2021, 2022 and 2023, the optical cable output was
322 million, 346 million and 323 million core kilometers
respectively, maintaining a relatively stable demand trend as a
whole.
As of the end of September 2024, the cumulative output of
optical cables in China was 200 million core kilometers.
Compared with the cumulative output of the same period of
last year, the decline was 20.30%. The main reason for the out
declines id still insufficient demand and insufficient orders for
optical fiber and cable enterprises.
The market competition pattern is basically stable, and
the head effect is obvious. In terms of the competition
pattern, major manufactures in the optical fiber and cable
industry in China have undergone full competition in multiple
communication cycle constructions and formed a relatively
stable industry pattern.
According to the list of “the Winner of the Top 10 competitive
Enterprises in Optical Fiber and Cable Industry of China
in 2024”, YOFC, HTGD, FiberHome, ZTT, TONGDING,
ETERN, SDGI,Tongguang, FUTONG, and Nangfang are
ranked in the top ten. In terms of market share, the top 10
leading manufactures occupy about 91.74% of the market share.
Figure 5 Market share distribution of Chinese optical
fiber and cable enterprises in 2024
Data source: Compiled and drawn by the Network
Telecommunication Research institute
The revenue of optical fiber and cable enterprises as a whole
maintains a relatively stable trend. In 2023, the total revenue
of major listed optical fiber and cable enterprises in China
was about 4.15 billion yuan, basically the same as that of the
previous year.