First, the optical communication industry chain Overview
Optical communications market structure by a telecommunications carrier, optical networking equipment manufacturers, optical devices and module manufacturers, materials and chip manufacturers and other components.
Optical communication is the basic mode of network communication, optical communication devices is to build the foundation and core optical communication system. WDM main purposes is to complete the wavelength multiplexing and demultiplexing, can transmit dozens or even hundreds of wavelengths in a single optical fiber in order to make full use of the effective bandwidth of the optical fiber; fiber amplifier main purpose is the Optical Fiber Communication directly amplifying an optical signal, compensating optical transmission loss. DWDM technology and optical fiber amplifiers and successful application development, greatly reducing the unit cost of transmission bandwidth, the combination of the two has become the technology of choice for high-speed, high-capacity, long-distance optical fiber communications, and has been in the world a wide range of applications.
A typical fiber amplifiers and fiber devices by the erbium-doped fiber (gain medium) configuration, the pump source provides energy source provides a signal through the isolator, WDM and other optical devices collimated transmission, energy coupling, erbium-doped fiber stimulated radiation, amplified, and then through the attenuator, the waveform integrating filter, the final output of a stable optical signal.
Reports "2016--2022 China's optical communication devices market supply and demand forecasting and trends research report"
Second, industry development status
Optical communication devices as an important part of the optical network equipment, the industry is closely related to the optical network equipment industry, but also with the communication operators' capital investment, upgrade communications technology industry, bandwidth requirements and other closely related.
By the market for high-speed, high-capacity optical networks affect demand for optical communication devices industry that is generated at the beginning of the rapid development of industry, but then there's the phenomenon of blind investment, investment in optical network over time the actual demand. In 2000, by the impact of the Internet bubble burst, fixed assets investment scale global telecommunications carrier presents mitigation of the situation involving the large-scale optical network equipment manufacturers have to reduce production, leading to indirect optical communication devices industry into the trough. After a several years of adjustment, as Internet users increase, the demand for network bandwidth gradually increase fiber to the home communications network upgrade also increased the demand for communication operators' capital expenditure, in recent years, optical communication devices industry maintain steady growth.
Second, industry trends
Optical communication devices to develop miniaturized. Optical communication devices proportion of applications in the optical network equipment is growing, the optical communication device of a higher miniaturization, and further promote the development of integration technology. In the system transmission capacity, research and development of next-generation optical communication devices will be more focus on reducing transport costs per unit of bandwidth, rather than the blind pursuit of a single optical fiber transmission rate of breakthrough. Integrated optical communication devices is the key optical networking equipment reduce operation and maintenance costs, and improve the efficiency.
Upstream optical communication devices in the optical communications industry, advanced optical communication devices, reliability and economy will directly affect the level of technology and market competitiveness of optical networking equipment and the whole network system, so the optical network equipment manufacturers of optical communications the higher performance of the device. Overall, with the core technology, the scale of production capacity and sophisticated production process of optical communication devices manufacturers in the distribution of benefits of the industry chain will be in a relatively good position.
Optical communication devices more intense competition in the industry as a whole, but also global competition, the large number of producers, industry concentration is low, but with the recent optical communications device manufacturers continue to mergers and acquisitions, as well as part of the process backward, low management level , product quality and lack of security, lack of core competitiveness of SMEs out, industry concentration has been increasing.
1, increasing network bandwidth requirements, the construction of optical networks put a higher demand worldwide network data traffic over the past five years has increased by 400%, 200% and will continue to grow in the next five years, on the whole, over the next five in data traffic will reach 23% compound annual growth rate.
Item 2014 2015 2016 2017 2018 2019 CAGR
Fixed network 39,909 47,803 58,304 72,251 90,085 111,899 23%
Address Management 17,424 20,460 23,371 26,087 29,274 31,858 13%
Mobile 2,514 4,163 6,751 10,650 16,124 24,221 57%
Traffic Total 59,848 72,426 88,427 108,988 135,484 167,978 23%
With audio, a significant increase in consumer video, online gaming, peer to peer file transfer and IPTV demand for bandwidth is also put forward higher request, will improve the efficiency of the backbone network and metro optical networks. Faced with end-user demand for high-speed intelligent network communications operators continue to deploy high-speed network access technologies, such as Wi-Fi, 4G, etc., while seeking the lowest possible cost of deploying network upgrades, and therefore rely on the professional optical communication devices module manufacturer, to promote the communication of light, rapid growth in demand for the module.
2, the expansion of mobile communications, telecommunications operators' capital expenditure to increase, with the advance of urbanization, the communication network from the "seamless coverage" is still a considerable distance. Cisco According to statistics, in 2014 the global mobile device users is 43 million, is expected to reach 5.2 billion by 2019, an average annual compound growth rate of 4.3%; of which in 2014 was 882 million domestic mobile end-users, is expected to reach 11 by 2019 million CAGR of 3.6%. Average global mobile data traffic by 2014 end-user 359MB / month increased to 2019 2.8GB / month, an average annual compound growth rate of 51%.
In response to fierce market competition, meet the mobile users high-quality, individualized needs of each communication operators will continue to strengthen the construction of new networks and existing networks to optimize and improve its network coverage and quality of communication. Build communication operators' capital expenditure will be used for optical networks, such as China Mobile 2015--2016 planned purchase 9,452 million core km optical fiber, optical network optical network equipment to build a substantial increase in demand, a corresponding increase in demand for optical communication devices .
3, an alternative optical network copper network
Optical communication through optical fiber and cable transmission of information, the optical signal through an optical fiber devices and various subsystems within the network transmission through the optical network between the splitting device, amplification, isolation or improved.
Optical fiber transmission capacity is much higher than copper, in the backbone network, with copper as the transmission medium of the network has basically been replaced by an optical network to achieve large capacity and ultra-wideband transmission scheduling, a substantial increase in demand for optical network equipment as optical networking equipment necessary component, wavelength division multiplexer, optical amplifiers and other optical communication devices demand has also been improved rapidly.
4, optical communication devices market size and forecast
According to Ovum-RHK predicts that the next five years (2015 - 2019) Global demand for optical networking equipment will grow by 3% per year, stable growth will drive the optical network equipment market to expand to $ 17 billion in 2019. Passive optical communication devices accounted for optical network equipment cost ratio of around 20%. Based on projections, the market size of passive optical communication devices in 2019 will reach about $ 3.5 billion.
