The downstream market for fiber optics and cable in my country is primarily the telecommunications and data communications market. Ultimately, fiber optic cables are purchased by customers such as operators, radio and television broadcasters, and data centers. Among these, the three major operators are dominant, accounting for 80% of total demand. Operators conduct centralized fiber optic procurement once or twice a year, and the share of bids and the price of these centralized procurements are the main ways to track the fiber optic market.
Divided by application scenarios, operators purchase fiber optic cables mainly to meet the needs of new construction, such as FTTH networks, 5G carrier networks and direct fiber optic connections, as well as replacement requirements for old optical cables, as well as foreign markets and some non-operator markets.
The development of fiber optics and cable benefits primarily from the construction of 5G, cloud computing, the Internet of Things, and other fields.
China's Ministry of Industry and Information Technology and the Central Administration of Cyberspace have repeatedly requested continued improvement of IPv6 network capabilities and acceleration of the organization of IPv6 technology innovation and integrated application pilot work.
Driven by relevant policies, operators will continue to promote network infrastructure development in the coming years. As a fundamental component of the physical layer of optical networks, fiber optic cables and fibers are expected to usher in a new round of development opportunities.
Post time: Oct-14-2022
