Global network fiberization The fiber optic cable industry will continue to benefit in the future!

From the perspective of global fiber optic cable demand analysis, overseas access network copper wire technology accounts for 68%, and the overall FTTx coverage rate is about 30%. Under the general trend of global fiberization, overseas fiber optic space has more potential in the future. It is estimated that in the next 5 years, the compound growth rate of overseas demand will remain above 10%, and global growth is expected to remain above 7%. From the perspective of the future needs of the three major domestic operators, the domestic optical fiber boom will continue for at least 2-3 years.

In addition, the era of 5G Internet of Things is coming, and "5G base station densification + fronthaul fiber optic network" opens up new space for fiber growth.

Some research institutions predict that 5G adopts a centralized base station architecture and a two-level architecture with CU / DU, which will bring a new demand for fronthaul network fiber. The demand for 5G base station fiber distribution in urban core blocks will be 50% -300% of FTTx.

With the large-scale use, the cost performance of optical fiber network has surpassed that of copper cable network. In the global environment where operators are rushing to run 5G, the demand for these optical fibers is expected to arrive in advance. At present, governments and operators around the world are accelerating investment in optical fiber networks for the deployment of 5G, promoting the unison of global optical fiber quantity and price, and also directly promoting the expansion of optical fiber manufacturers.