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The prosperity of optical communication continues to rise, and the whole industry chain gradually benefits.

Release time:

2021-09-14 11:10

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Broadband China "strategy, triple play and" Belt and Road "and other policies continue to increase the code to stimulate, optical communication investment showed a high degree of prosperity. The investment in information technology facilities of the whole society will not decrease, and the optical communication field such as data transmission will still maintain a compound growth rate of about 10 in the next 2-3 years.

1. The digital and intelligent transformation of China's economy requires high-speed, stable and low-cost "pipelines" to provide more efficient access.

In addition, broadband infrastructure is the embodiment of a country's competitiveness in the information age. Optical communication has obvious advantages such as huge transmission bandwidth, extremely low transmission loss, low cost and high fidelity. It has become an important cornerstone of the country's economic transformation, and requires continuous investment to continuously improve my country's information technology-related emerging industries. International competitiveness.

2, "Broadband China" strategy, triple play and "Belt and Road" and other policies continue to increase the code to stimulate, optical communications industry investment showed a high degree of prosperity. The investment in information technology facilities of the whole society will not decrease, and the optical communication fields such as transmission + data will still maintain a compound growth rate of about 10% in the next 2-3 years.

3, the domestic fiber optic cable industry is in a strong investment cycle, the domestic mainstream manufacturers of fiber optic cable overall production capacity is not excess. If China's domestic fiber demand will decline in the future, focus on those companies that expand overseas markets and have long-distance low-loss high-end fiber products.

4, data traffic growth rate has not seen the ceiling, coupled with the continuous evolution of high bandwidth technology development, optical communication equipment, optical devices with long-cycle logic. Chinese manufacturers continue to squeeze the market share of foreign manufacturers, in the process of maintaining a 10% growth rate in the industry, with the continuous concentration of the market, China's optical communications and optical devices company's performance growth rate will far exceed the industry average. In addition, data center demand for 40/100G optical modules has surged, and we judge that device manufacturers will outperform optical communications equipment manufacturers in the next few years.

5, the field of optical communications disruptive technology continues, focusing on silicon photons and plastic optical fiber development trends and standards, industry landing time.

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