Recently, China Mobile announced the results of the second bidding for ordinary optical cables in 2016. It is reported that the procurement scale is approximately 67.6 million core kilometers, and a total of 14 companies won the bid.
Among them, the top six successful bidders are: YOFC Optical Fiber and Cable (17.75%), Futong Communications (14.65%), Hengtong Optoelectronics (12.43%), Tongding Internet (14.85%), and FiberHome Communications (9.76%), Zhongtian Technology (6.51%).
Since September 2015, China Mobile has launched three large-scale biddings. The market share of six domestic optical fiber manufacturers represented by YOFC, Hengtong, Zhongtian, FiberHome, Futong and Tongding accounted for A big head.
The supply of fiber optic cables is tight and demand exceeds supply
In recent years In the past few years, the "Broadband China" strategy has continued to advance, and operators have continued to increase their investment in network construction.
The explosive growth in domestic traffic has driven the need for network upgrades.
At the same time, various factors such as the rise of cloud computing have promoted the growth of Internet bandwidth.
In addition, the continuous popularity of smartphones has increased network traffic and also promoted market development.
In the future, 5G construction will continue to become more popular.
As a result of the above factors, the demand for optical fiber and cable is expected to further increase.
In January 2017, the National Development and Reform Commission and the Ministry of Industry and Information Technology jointly issued the "Three-Year Action Plan for the Construction of Major Information Infrastructure Projects". From 2016 to 2018, it is estimated that the construction of information infrastructure will require a total of The investment is 1.2 trillion yuan, of which 92 key construction projects including backbone networks, metropolitan area networks, fixed broadband access networks, and mobile broadband access networks are promoted with a total design investment of 902.2 billion yuan.
At the same time, Wen Ku, director of the Communications Development Department of the Ministry of Industry and Information Technology, said in the recently held "2016 'Broadband China' survey and interviews with media about speed increases and fee reductions" that my country's fiber optic users will basically account for the total number of broadband users within this year. 80%, it is expected to become the first in the world.
At present, the use of optical fiber is encouraging, and the prosperity of optical communications continues.
Analysts from the market research organization Research and Markets predict that the global optical fiber market will grow at a compound annual rate from 2017 to 2021. The rate increased by 11.45%.
However, it is reported that the current production capacity expansion of my country's optical rod industry is slightly lower than the market expectation at the beginning of the year, and the tight supply of optical fiber and cable is expected to Continue.
Therefore, continuing to expand optical rod production capacity is a top priority.
In addition, China still needs to import a large share of its optical rods, and expanding its own production of optical rods cannot be ignored.
Global demand is growing and overseas prices are high
Looking at China again, according to operators’ centralized procurement of optical fiber and cable in 2016-2017, the scale and price have increased significantly.
In September 2016, China Mobile launched the centralized procurement of 2,156,965 kilometers of ordinary optical cable products in 2016. Each manufacturer implemented its own winning bid price based on the share, and the corresponding optical fiber price was RMB 65 to 70 per core kilometer. .
In December 2016, China Telecom launched the centralized procurement of 35 million core kilometers of G.652D optical fiber in 2016, setting a maximum bidding price of RMB 60/core kilometer.
In March 2017, China Unicom launched the centralized procurement of 58.3 million core kilometers of optical cables from 2017 to 2018. The first-tier standard package of ordinary optical cables and optical fibers has a price limit of 62 yuan/core kilometer (tax included); Standard package with two beltsThe price of fiber optic cables is limited to 62 yuan/core kilometer (tax included).
Compared with the two, the price of optical fiber at home and abroad is rising, especially when China Unicom released the 2017-2018 Optical Cable After the set.
However, the price abroad is still staggeringly high, almost twice the price of domestic optical fiber.
Judging from the current development situation, the communications field is currently in a period of great development.
In the context of the implementation of the broadband speed-up strategy and the development and construction of 5G, not only my country, but also the global optical fiber and cable industry maintains strong demand.
Especially after the development of 5G matures, it will bring new growth points to the entire communications industry.
At the same time, due to the surge in traffic and the increase in bandwidth demand, optical communications around the world need huge transformation. All these layouts are completed by optical fiber. With this, the optical fiber and cable industry is expected to maintain Higher prosperity is also good for practitioners.
However, some experts say that the optical communications market may reach a saturation period at some point, with many manufacturers In terms of development, it is transforming into a new neighborhood to better serve the smooth flow of national communications.
In addition, if an enterprise wants to survive in the long term, it must not stick to a single enterprise and must continuously expand its development space in accordance with the country's market guidance, otherwise it will be eliminated by the market sooner or later
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