Industry News

0 TUMTEC 2016-01-29 13:32:00

With the development of the optical communication industry, the prospects are widely optimistic, the investment of merchants is increasing, and the painful and happy market is always pushing forward the merger and integration process of the industry. In the future, the market, technology and industry dynamics have been analyzed and predicted by relevant research institutions. What kind of changes will happen to the future development of market, technology and industry in optical communications?

First of all, let us first observe the optical communication industry from the market side. Under the circumstance that the market is facing two hot days, is the painful and happy situation indicating that the future development is worrying?

NO.1 fiber market is painful and happy with mergers or integration will begin

The prospect of the fiber market is "painful and happy"

From the current situation, the price of fiber optic cable is kept at a low level. Prefabricated rods have become the key to domestic fiber optic cable manufacturers to improve their profitability and obtain higher competitiveness. The capacity utilization rate of preforms has become an important factor for domestic enterprises to consider. The fiber optic cable industry has the highest technical content and the largest barrier is the upstream preforms. At present, domestic large manufacturers have achieved self-production in the field of optical preforms, realizing the entire industrial chain layout of optical preforms-fiber-optic cables.

However, the overall market trend is still good. China's optical fiber production and sales fiber optic connector is the largest producer in the mainland, with a market share of 20%. In the first half of last year, the Group's turnover was 776 million RMB, up 8.5%, and the profit attributable to shareholders was 129 million RMB up 16.2%. In the third quarter of last year, the turnover in the first quarter was 475 million RMB, up 30.9% year-on-year. The turnover was 1.251 billion RMB, an increase of 16.1%. It is far better than the first half of the year. With China Fiber's annual profit of 300 million RMB, its current PE is as low as 7 times, and it has the ability to climb further.

In recent years, supported by the national policy for the broadband industry, the fiber-optic cable industry has developed rapidly, which is accompanied by numerous problems. In addition, domestic fiber manufacturers will face more severe challenges. The domestic purchasers of fiber optic cables continue to fall, while domestic fiber companies are numerous, demand is becoming less, competition will become more intense, and finally lead to vicious competition. In such a "bad" environment, it is said that large-scale mergers and acquisitions are about to begin. At this time, some small factories are entering the optical fiber industry. The industry leaders are also merging M&A integration, so that the national small factories can enjoy the "big tree" shadow.

Domestic situation:

NO.2 China's fiber optic cable market revenue in 2018 may reach 165 billion

     The “China Fiber Optic Cable Manufacturing Market Report” released by the Enterprise and Market website pointed out that in 2013, China's optical fiber manufacturing market and optical cable manufacturing market revenue increased by 18.4% to US$15.3 billion (approximately RMB 94.86 billion). In the past five years of 2013, the industry's annual interest rate reached 17.2%. In 2008-2013, the high domestic market growth rate reached 17.6% per year, thanks to a large number of information technology and communication projects that require fiber optic cable products.

 

The information technology and communications sectors have become major markets for fiber optic cables due to strong household demand for network and mobile handset services. In addition, power generation companies are another important market for the industry.

NO.3 Fiber Network Great Leap Forward 2020 Hainan Broadband Network Full Coverage

     It is learned that Hainan Province plans to cover urban and rural areas by 2020, broadband access capacity of urban and rural households will reach 50Mbps and 10Mbps respectively, broadband network development and application level will reach the domestic middle and upper reaches; broadband applications will be deeply integrated into production and life, mobile Internet. Comprehensive popularization; technological innovation and industrial competitiveness have been greatly improved, forming a relatively sound network and information security system.

 

Focus on the world:

NO.4 2020 global fixed-line broadband subscribers will reach 989 million

     Global broadband user forecasts from Point Topic show that although the growth rate seems relatively unchanged, it is not as strong as the previous forecast. Point Topic expects that by the end of 2020, the number of fixed-line broadband subscribers worldwide will reach 989.4 million.

NO.5 The global fiber sensor market will reach US$4.33 billion in 2018

     As one of the most important components of the Internet of Things, fiber optic sensors have been attracting attention for their advantages and applications. From the perspective of the global market, the global fiber sensor market in 2013 was 1.89 billion US dollars. It is estimated that from 2014 to 2018, the global fiber sensor market will grow at an average annual growth rate of 18%, and the market size will reach 4.33 billion US dollars by 2018.

From the perspective of fiber optic sensing technology research, the United States has the earliest research on this technology and is the most advanced in the world. The data shows that in 2007, the US fiber sensor market was 235 million US dollars, and then increased at a compound annual growth rate of 30%, and is expected to reach 1.6 billion US dollars in 2014.

Compared with the United States, China's optical fiber sensing industry is in its infancy. According to statistics, as of the end of 2013, there were more than 260 sensor manufacturing enterprises with a scale of more than 20 million yuan in China. However, the overall quality of the industry is uneven, with small enterprises accounting for nearly 70% of the total, mainly producing low-end products; a small number of leading enterprises and foreign-funded enterprises occupy the high-end product market.

NO.6 2013-2019 North American optical network market fastest growth

    Ovum said in its 2013-2019 optical network market forecast report that the global optical network market will grow at an average annual growth rate of 5% during the forecast period. The North American market will lead the market growth, and data center deployment and 100G demands will be the main drivers.

NO.7 Global telecom wholesale service revenue will reach $142 billion in 2019

     Ovum's research shows that even if the price of telecommunications wholesale services declines, the overall telecommunications wholesale service revenue will increase in the next few years. There is no doubt that the Asian market will take the lead and it is expected that the Asian market will drive the overall telecommunications wholesale services market revenue to reach $142 billion by 2019.

NO.9 2018 global submarine cable will be installed 2 million kilometers

      The well-known market report website released a new market report, which pointed out that by 2018, the global submarine cable will be installed for 2 million kilometers. This is driven by increased Internet protocol traffic, rising bandwidth requirements, and increased demand for additional cable paths and systems.

NO.10 Tumtec fiber fusion splicer shocked the market

     It represents the world's leading level of optical communication equipment and equipment. With the development of FTTH, the demand for optical fiber fusion is increasing. With the cost reduction and efficiency, the rapid development of optical communication is promoted.

     At present, China has become the world's largest optical communication market, which is quite attractive both in terms of industry scale and market space. China's fiber optic cable shipments are close to half of the global total, making it a veritable fiber manufacturing country. With the landing of the "Broadband China" strategy and the opening of the 4G commercial era, China's optical communications industry will usher in a larger space for development.

Entering the 4G era, the optical network has developed rapidly. Relevant market data indicates that in the optical communication equipment, the global optical cable installation volume has steadily increased, and the market for optical modules and optical components will be more prosperous in the future. The FTTH access market is hot, and it is also expected to drive the market for optical devices such as fiber fusion splicers to heat up.

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