Page 39 - Market Analysis Report of Optical Communications Field in China & Global market 2024
P. 39
Figure 6 Illustration: Revenue of major listed optical fiber II. Global optical transmission market
and cable enterprises in China from 2018 to 2023
Optical transmission equipment is an important part of optical
communication systems. In the context of the information
age, its importance is becoming increasingly prominent. Due
to communication service providers becoming more cautious
under macroeconomic uncertainties, according to the latest
report by market research firm Dell'Oro Group, the optical
transmission equipment (DWDM) market suffered a year-on-
year decline of 13% in the first quarter of 2024, and this trend is
expected to continue throughout 2024.
Data source: Compiled and drawn by the Network However, it is worth noting that the performance of various
region is not in step. In the first quarter of 2024, the optical
Telecommunication Research Institute transmission equipment market in North America and some
parts of Asia-Pacific declined most significantly. There are also
New demands give birth to new tracks. The demand for new some regions that achieved growth. For example, the Chinese
types of optical cables is increasing. As the physical carrier market grew by 8%, and the Middle East and Africa (MEA)
for the operation of information systems in various industries, achieved a strong growth of 16%.
Internet Data Center (IDC) has become a key infrastructure for
digital transformation and intelligent upgrading of the economy The competitive landscape of optical transmission equipment
and society, and plays a crucial role in the development of the manufactures remains basically unchanged, but market shares
digital economy. The scale and number of data centers are have slightly changed in 2024. In the global market, the
constantly expanding, and the demand for optical networks is optical transmission equipment market is mainly composed of
also increasing. domestic and foreign manufactures such as HUAWEI, NOKIA,
CIENA, ZTE, Ericsson, FiberHome, NEC, Sumitomo Electric,
Although the demand for ordinary optical cable is still strong Cisco, and Infinera. Facing the historical opportunity of a new
and accounts for more than 90%of the market share, with round of scientific and technological revolution and industrial
the vigorous development of computing power network transformation, optical transmission equipment enterprises
construction,the demand for new types of optical cables shows are also seeking transformation and accelerating the pace of
a relatively fast upward trend. It is expected that by 2025, the innovation, continuously strengthening innovation in 5G-A,
demand for optical fiber and cables in data centers in China will all-optical networks, computing power infrastructure, AI large
reach 120 million core kilometers, which will bring new market models, and new 5G applications.
space for China’s optical fiber and cable industry.
In the list of the top 10 competitiveness enterprises in global
Among the new types of optical cables, G.654.E has both low optical transmission and network access equipment in 2024,
non-linear effect (large effective area) and low attenuation the ten enterprises are from six countries respectively, including
coefficient, and supports backbone network transmission with the United States (CIENA, Infinera), China (HUAWEI, ZTE,
large bandwidth, low latency, and long span. It is considered by FiberHome), Japan (NEC, Sumitomo Electric), Finland
the industry as the preferred optical fiber for 400G, 800G and (NOKIA), Sweden (Ericsson), and Germany (ADVA). Chinese
future Tbit/s ultra-high-speed transmission technologies. In the enterprises HUAWEI ranks first on the list. In the global market
future, G.654.E optical fiber will also begin to be widely used in share of optical transmission and network access equipment,
metropolitan area networks. it reaches 28.21%. NOKIA, ZTE, CIENA, and FiberHome
respectively occupy the top five on the list with the market
In addition to the already commercialized G.654.E optical fiber, share of 10.37%, 8.21%, 12.30%, and 6.3%. The detailed
optical communication enterprises are carrying out research global market share of optical transmission and network access
and development on new-generation optical fibers and cables equipment is shown in the following figure.
such as space-division multiplexing optical fibers and hollow- In the optical transmission equipment market, there are
core optical fibers, and have achieved preliminary results. continuous acquisition and restructuring activities. In June
Subsequently, with the research and application of new types 2024, NOKIA announced that it will spend 2.3 billion dollars
of optical fibers and cables such as space-division multiplexing to acquire America optical communication equipment
optical fibers, hollow-core optical fibers, and even C+L optical manufacturer Infinera to expand its optical market scale
fibers, multi-core optical fibers,and few-mode optical fibers, and gain a larger market share. This acquisition will enable
more new players will inevitably be attracted to join, which will NOKIA’s optical network department to obtain some new
provide greater imagination for the change of the future optical products that have achieved major success in design and will
communication market pattern. also expand NOKIA’s access to the North American market.
37
