During the "15th Five-Year Plan" period, new opportunities and prospects for the development of the optical communication industry

1. Analysis of the structure of the optical communication industry chain

Optical communication is a communication mode with light wave as the information carrier, mainly using optical fiber as the transmission medium to realize the transmission of information between users. Compared with the traditional electrical signal transmission mode, optical communication has a larger transmission bandwidth and transmission capacity, lower transmission loss, stronger anti-electromagnetic interference ability and higher transmission quality. After a long period of development, optical communication has become one of the mainstream communication methods in the communication industry with excellent performance, and is widely used in data centers, telecommunication networks, optical fiber broadband, automotive electronics and industrial manufacturing.

Optical communication networks are constructed by a combination of upstream products such as optical/electrical chips, optical devices, optical modules, and optical fibers and cables. Among them, optical devices are composed of various optical components, which can be divided into active and passive according to whether they need energy to drive optical devices, and active optical devices that need energy to drive to play the function of the device, such as lasers, optical transceivers, optical detectors, optical amplifiers, optical modulators, etc.; Passive optical devices, such as optical fiber patch cords, optical isolators, optical attenuators, etc., can play the function of devices without energy drive. Optical transceivers are products formed by encapsulating optical devices and optical and electrical chips with different functions. The midstream of the optical communication industry is mainly equipment integration brands. Optical equipment is composed of optical modules and optical devices, which constitute the basic framework of optical communication network after being connected to optical fiber and cable, and can realize information interaction and data transmission for downstream telecommunications and data center fields.

Structure diagram of the optical communication industry chain

During the "15th Five-Year Plan" period, new opportunities and prospects for the development of the optical communication industry

2. Development background of optical communication industry

With the growth of the Internet system and the increase of networked devices, the data and information generated by the Internet are growing exponentially. How to transmit as much information as possible accurately, quickly and as much as possible in a limited time is an important factor driving the upgrade of the information transmission network.

The traditional cable transmission signal mode uses current as the signal carrier and copper wire as the transmission channel. This mode can no longer meet the current data transmission needs due to the large signal attenuation caused by copper wire resistance, the limited signal transmission distance, the serious distortion of the electrical signal due to electromagnetic interference, and the limited transmission capacity due to the skin effect of high-frequency current. In this context, the optical communication mode as an alternative to the electrical communication mode, in the communication network to quickly lay coverage, optical copper retreat has become the trend of information construction, optical communication industry has achieved rapid development.

Fiber vs. cable performance comparison

Downstream construction promotes the development of the optical communication industry

In recent years, the mainland communications industry has been booming, and the coverage of new information infrastructure construction such as 5G and gigabit optical networks, as well as the rapid growth of mobile Internet traffic, have laid a solid foundation for the development of the mainland optical communication industry. After 2019, countries have successively issued 5G commercial licenses, and 5G communication technology has entered the first year of commercial use. The number of 5G subscriber subscriptions worldwide increased by nearly 600 million in 2023, indicating that the demand for high-performance connectivity remains strong against the backdrop of sluggish global economic growth and regional turmoil.

In terms of construction regions, the Asia-Pacific region is a leader in 5G construction. In the fourth quarter of 2023, 188,000 new 5G base stations will be added in mainland China, with a cumulative annual increase of 1.065 million, a quarter-on-quarter increase of 46.06% and a quarter-on-quarter increase of 5.9%, and the construction speed will gradually slow down in the four quarters of the year but still maintain a high level, with a total of 3.377 million, accounting for 65.0% of the world's 5G base station deployment, covering all prefecture-level cities and counties in the mainland, with continuous expansion of coverage breadth and depth, and more than 90% of 5G base stations have been co-built and shared. More than 80% of administrative villages across the country are connected to 5G, and 5G networks are developing more intensively, efficiently, green and low-carbon. According to the "2023 Communications Industry Statistical Bulletin" released by the Ministry of Industry and Information Technology of the People's Republic of China, by the end of 2023, 3.377 million 5G base stations have been built in mainland China; The number of 5G mobile phone users reached 805 million, accounting for 46.6% of mobile phone users, an increase of 13.3 percentage points from the end of the previous year. Today, digitalization has become an important policy for countries to boost their economic development, and 5G networks are gradually improving. 5G has played a role in many scenarios such as urban transportation, emergency rescue, ecological environment, and convenience services, promoting the digital transformation of cities and improving people's quality of life. At present, there has been no qualitative breakthrough in the application equipment, platform, and software supporting the 5G network, and the demand for 5G is expected to explode again after the relevant supporting system matures.

With the rapid development of a new generation of information technology such as cloud computing, big data, Internet of Things, and artificial intelligence, global data traffic is growing explosively, and the construction of Internet data centers has become an inevitable trend. In addition, data centers, as another important application field in the optical communication industry, have developed rapidly in recent years driven by the digital transformation of major countries and large enterprises in the world. Global data center capital expenditures have reached $260 billion in 2023. The optical communications industry is the foundation for 5G network construction and data center construction, and its industry will maintain a steady growth trend, driven by the expansion of downstream demand.

The market size and growth rate of the optical communication industry in mainland China from 2019 to 2023

For more industry information, please refer to the "2024-2030 China Optical Communication Industry Market Segment Investment New Opportunities and Development Prospects Forecast Report" by PwC Consulting, at the same time, PwC Consulting also provides special market research projects, industry research reports, industrial chain consulting, project feasibility study reports, specialized and special new small giant certification, market share reports, 15th Five-Year Plan, post-project evaluation reports, BP business plans, industrial maps, industrial planning, blue white papers, national manufacturing single champion enterprise certification, IPO fundraising feasibility study, IPO working paper consulting and other services.

Table of Contents:

Chapter 1 Analysis of the development environment of China's optical communication industry from 2019 to 2023

Section 1 Macroeconomic Environment, 2019-20230

1. Global macroeconomic analysis and forecasting

1. China's macroeconomic analysis and forecast

Section 2 Analysis of the policy environment of the optical communication industry

1. Analysis of industry management system

Second, the relevant development plan of the industry

3. Interpretation of major industrial policies

Section 3 Analysis of the Technical Environment of the Optical Communication Industry

First, the current situation of the technical level of the optical communication industry

2. Analysis of patent technology in the optical communication industry

1. Analysis of the number of patent applications in the optical communication industry

2. Changes in the number of patent disclosures in the optical communication industry

3. Analysis of patent applicants in the optical communication industry

4. Analysis of popular technologies in the optical communication industry

Chapter 2 Analysis of the operation situation of the global optical communication industry from 2019 to 2023

Section 1 2019-2023 Global Optical Communication Market Development and Trend Analysis

Section 2 Global Optical Communication Market Demand Analysis and Forecast

Section 3 Analysis of the Competitive Landscape and Regional Distribution of the Global Optical Communication Industry

1. Analysis of the competitive landscape

2. Regional distribution

Section 5 Overview of the Development of Major Countries and Regions in the Optical Communication Market

1. Development and forecast of the Asian optical communication market

1. Development status

2. Market prospect forecast

2. North American optical communication market development and forecast

1. Development status

2. Market prospect forecast

3. Development and forecast of the European optical communication market

1. Development status

2. Market prospect forecast

4. Other optical communication market development and forecast

1. Development status

2. Market prospect forecast

Section 6 Cases of Key Enterprises in the Global Optical Communication Industry

Chapter 3 Analysis of the Current Situation of China's Optical Communication Market

Section 1 Development Status of Optical Communication Industry

1. Overview of the current situation of the optical communication industry

2. The life cycle of the optical communication industry

Section 2 The overall scale of China's optical communication industry from 2019 to 2023

First, the overall scale of the optical communication industry

Second, the regional distribution of production in the optical communication industry

Section 3 Analysis of China's Optical Communication Market Demand

Section 4 Analysis of the balance between supply and demand in China's optical communication industry

1. The current situation of supply and demand balance in the optical communication industry

2. Analysis of factors affecting the balance of supply and demand in the industry

Chapter 4 Analysis of the Competitive Landscape of the Optical Communication Industry

Section 1 Analysis of the Competitive Landscape of the Optical Communication Industry

Section 2 Key indicators to measure core competitiveness

First, the level of R&D and design

Second, customer service capabilities

3. Customer stickiness

Section 2: Degree of market competition

First, market concentration

Second, the type of market competition

3. Analysis of market share of key enterprises

Section 3 Analysis of Porter's Five Forces Model in China's Optical Communication Industry

Chapter 5 2019-2023 China Optical Communication Operation Survey

Section 1 Analysis of supply and demand in the optical communication industry

1. Supply analysis

Second, the demand analysis

Section 2 Analysis of the Development Process of Optical Communications in China

Section 3 Analysis and Analysis of Pain Points in China's Optical Communication Market

Section 4 Suggestions for the Construction and Development of Optical Communications

Chapter 6 Analysis of the overall operation indicators of the optical communication industry in mainland China

Section 1 Analysis of the overall scale of China's optical communication industry from 2019 to 2023

1. Analysis of the number and structure of enterprises

Second, the analysis of the size of the staff

3. Analysis of the scale of industry assets

Fourth, the industry market size analysis

Section 2 Structural Analysis of China's Optical Communication Industry in 2023

1. Analysis of the number and structure of enterprises

Second, the analysis of sales revenue structure

Section 3 Overall Analysis of Financial Indicators of China's Optical Communication Industry from 2019 to 2023

1. Industry profitability analysis

2. Analysis of the solvency of the industry

3. Analysis of industry operating capabilities

Fourth, the analysis of industry development capabilities

Chapter 7 Analysis of the Development Characteristics of the Optical Communication Market

Section 1 Market cyclicality, seasonality and other characteristics

Section 2: Market Barriers

1. Technical barriers

Second, talent barriers

3. Project experience barriers

Fourth, brand barriers

Fifth, financial barriers

Section 3 Analysis of the advantages and disadvantages of market development

1. Analysis of market development advantages

Second, the analysis of market development disadvantages

Chapter 8 2019-2030 China Optical Communication Market Key Regional Operation Analysis

Section 1 Operation of the optical communication market in East China from 2019 to 2030

1. The size of the optical communication market in East China from 2019 to 2023

2. Characteristics of the optical communication market in East China

3. Analysis of the potential of the optical communication market in East China from 2024 to 2030

Section 2 Operation of the optical communication market in South China from 2019 to 2030

1. The size of the optical communication market in South China from 2019 to 2023

2. Characteristics of the optical communication market in South China

3. Analysis of the potential of the optical communication market in South China from 2024 to 2030

Section 3 Operation of the optical communication market in Central China from 2019 to 2030

1. The size of the optical communication market in Central China from 2019 to 2023

2. Characteristics of the optical communication market in central China

3. Analysis of the potential of the optical communication market in central China from 2024 to 2030

Section 4 Operation of the optical communication market in North China from 2019 to 2030

1. The size of the optical communication market in North China from 2019 to 2023

2. Characteristics of the optical communication market in North China

3. Analysis of the potential of the optical communication market in North China from 2024 to 2030

Section 5 Operation of the Optical Communication Market in Northwest China from 2019 to 2030

1. The size of the optical communication market in Northwest China from 2019 to 2023

2. Characteristics of the optical communication market in Northwest China

3. Analysis of the potential of the optical communication market in Northwest China from 2024 to 2030

Section 6 Operation of the optical communication market in Southwest China from 2019 to 2030

1. The size of the optical communication market in Southwest China from 2019 to 2023

2. Characteristics of the optical communication market in southwest China

3. Analysis of the potential of the optical communication market in Southwest China from 2024 to 2030

Section 7 Operation of the optical communication market in Northeast China from 2019 to 2030

1. The size of the optical communication market in Northeast China from 2019 to 2023

2. Characteristics of the optical communication market in Northeast China

3. Analysis of the potential of the optical communication market in Northeast China from 2024 to 2030

Chapter 9 Analysis of Key Enterprises in the Optical Communication Industry

Section 1 Enterprise A

1. Overview of the company and its main products

2. Analysis of the business situation of the enterprise

3. Analysis of corporate profits

Fourth, core competitiveness analysis

Section 2 Enterprise B

1. Overview of the company and its main products

2. Analysis of the business situation of the enterprise

3. Analysis of corporate profits

Fourth, core competitiveness analysis

Section 3 Enterprise C

1. Overview of the company and its main products

2. Analysis of the business situation of the enterprise

3. Analysis of corporate profits

Fourth, core competitiveness analysis

Section 4 D Enterprise

1. Overview of the company and its main products

2. Analysis of the business situation of the enterprise

3. Analysis of corporate profits

Fourth, core competitiveness analysis

Section 5 Enterprise E

1. Overview of the company and its main products

2. Analysis of the business situation of the enterprise

3. Analysis of corporate profits

Fourth, core competitiveness analysis

Section 6 Other Enterprises

Chapter 10 Upstream and Downstream Market Research of Optical Communication Industry

Section 1 Analysis of the Structure of the Optical Communication Industry

Section 2 Analysis of Upstream Industries

First, the status quo of the industry

2. Analysis of market supply

3. Forecast of development trends

Fourth, the industry competition situation and its significance to the optical communication industry

Section 3 Development and Prospect Forecast of Downstream Industries of China's Optical Communication Industry

1. Structure diagram of downstream application fields

2. Analysis of the application fields of downstream market segments

1. Analysis of the optical communication market in field A