The third 50%: China's optical communication industry surpasses "foreign countries" in an all-round way

Time:2024-04-17 14:09



Source: c114

China's 5G industry leads the world, has successfully "out of the circle" and is well known to the general public.

At the same time, the hero behind 5G, the underlying infrastructure - the optical communication industry, has made up for the shortcomings and surpassed "foreign countries" in an all-round way.

The optical communication industry includes three major parts: optical equipment, optical fiber cables, and optical components and optical modules.

In short, in these three fields, the market share of Chinese companies all exceeds 50%, surpassing the shares of companies from other countries in the world.

Optical Modules: Complementing Short Boards

The first is the field of optical equipment. Mao Qian, a well-known expert in optical communication, publicly introduced last year that there are about 200 optical transmission equipment companies in China, and about 120 are above designated size. Among them, Huawei, ZTE and Fiberhome ranked No. 1, No. 2 and No. 5 in the global optical equipment market with 24.6%, 13.5% and 6.5% shares respectively, and the total share of the three companies is close to half of the global market.

Counting other companies, the share of Chinese companies must exceed 50%. Huawei has ranked first in the world in the field of optical equipment for many years, and is a leader in cutting-edge technologies such as 800G.

Followed by the field of fiber optic cable. According to market organization CRU data, since 2014, China's demand for fiber optic cables has accounted for about 50% of the world's; China's fiber optic cable supply accounts for nearly 60% of the world's.

YOFC, Hengtong, Fiberhome, Zhongtian and Futong, the "big five" of China's optical fiber and cable, can all be ranked among the top ten suppliers in the world. Among them, YOFC is the world's largest supplier of optical fiber preforms, optical fibers, and optical cables, surpassing foreign competitors in scale. The mastery of core technologies such as optical fiber preforms by YOFC, Hengtong and other companies has enabled my country's optical fiber and cable industry to effectively solve the problem of "stuck neck" and occupy an advantageous position in international competition.

The only short board in the industry chain is the optical module. According to a report released by the market organization LightCounting last year, Chinese optical module manufacturers were very weak in 2010, and only one Chinese optical module supplier, WTD, entered the top 10 in the world, ranking ninth. Ten years later, in 2020, the TOP10 list will be "dominated" by Chinese optical module suppliers. They are InnoLight Technology at No. 2, Huawei at No. 3, Hisense Broadband at No. 4, Accelerator at No. 8, Eoptolink at No. 9, and HGG Zhengyuan at No. 10.

LightCounting's latest market report further pointed out that the market share of Chinese optical module suppliers has grown from 15% in 2010 to more than 50% in 2021. This means that China's optical module industry has also followed the footsteps of optical equipment and fiber optic cables and has successfully surpassed.

Not pleased, not to have compassion

In terms of scale, China's optical communication industry is already in a leading position. The first place in optical equipment and the first place in optical fiber cable are all Chinese enterprises. The first place in the optical module is an American company, which is the result of the integration of the two giants Finisar and II-VI. Therefore, it has continued to maintain its super strength and has yet to be caught up by the subsequent "Chinese Legion".

From a technical point of view, Chinese enterprises no longer have obvious technical weaknesses in the fields of optical equipment and optical fibers, and they are in an advantageous position in some subdivision technologies. However, in the field of optical chips at the bottom, there is still a big gap between Chinese companies. In LightCounting's words, "Although Chinese chip suppliers have made significant progress, they still lag behind in the development of high-speed (50G and above) components. Western competitors for 2-3 years.”

If the optical chips are listed separately, we must admit that there is still one last short board that needs to be strengthened. This is also a key shortcoming, which requires the collective efforts of the industry to complete.

Over the past decade or so, China's optical communication industry has achieved a substantial catch-up and reached the world's first-class level, thus becoming a major supplier in this high-tech industry. Looking forward to the future, facing the advantages that have been achieved and the links that are still making progress, Chinese suppliers can completely continue to move forward step by step with a calm attitude.

The reason is, "time is on our side". After nearly ten years of continuous upgrading, the domestic network infrastructure has been at the forefront of the world, and the research and development and commercial use of domestic top technologies are completely affordable. The scale of the optical communication industry has reached half of the world. This is not the end. In the next step, we must win the right to speak, lead the formulation of the rules of the game, and lead the prosperity of the optical communication industry.

More news

Kexin gathers strength to move forward and fully enter the international household savings market!

Kexin Juli is committed to improving the industrial layout in the field of energy storage, and continues to provide customers with professional energy storage system solutions.


Good news! Kexin Technology was rated as a "specialized, special and new" enterprise

Recently, the Shenzhen Municipal Bureau of Industry and Information Technology announced the list of "specialized, special and new" small and medium-sized enterprises in 2021. The accumulated comprehensive strength has successfully entered the list of "specialized and special new" enterprises, which is another scientific and technological innovation certification of the company after passing the previous "high-tech enterprise" certification. "Specialized, refined and innovative" is a major project implemented by the state to promote the specialization, refinement, specialization and novelty of SMEs, enhance independent innovation and core competitiveness, and improve the development quality and level of SMEs. Enterprises that are cultivated, selected and supported are usually leaders who focus on market segments, focus on key technologies, strong innovation capabilities, good growth, high market share, and excellent quality and efficiency. The resilience of the industrial chain and supply chain plays an indispensable and important role in strengthening, complementing and stabilizing the chain. The award of "specialized, refined and new" enterprises this time is also a full affirmation of the technology, products and services of Kexin Technology over the years by the competent authorities, professional institutions, industries and customers. Kexin Technology adheres to innovation as the driving force for development. Since its establishment in 2001, it has been deeply engaged in the field of ICT, focusing on technological breakthroughs in 5G, IoT and IDC. It has more than 300 patents and over 60 computer software copyrights. Member, leading or participating in the drafting and revision of more than 50 national and industry standards. As a provider of professional communication equipment manufacturing, services and solutions, Kexin technology product research and development involves site energy, data center, communication energy storage and other aspects, and the service system fully covers 32 domestic provinces and cities and many important economies around the world In the region, related products have been successfully implemented in communications, transportation, education, medical care, finance, agriculture, real estate, exhibition and other industries. In the future, Kexin Technology will continue to practice the development path of "specialization, refinement and innovation". By increasing investment in scientific research, improving technological innovation capabilities, strengthening professional personnel training, consolidating the core competitiveness of enterprises, and creating more for customers and investors value, and make greater contributions to the development of global communications.


Anchoring the "Double-Carbon Goals" and Helping the "Green Campus" | Kexin Technology's data center solution successfully landed in a university in eastern Liaoning!

Kexin Technology will actively embrace carbon neutrality, focus on customer needs, continue to maintain technological iterations and innovative breakthroughs, and explore more and better solutions to help enterprises in their digital and green transformation. Scenarios and better practices, join hands with thousands of industry partners to move forward bravely, and move towards a green future together!