In 2017, the Chinese government issued documents to open a new round of anti-dumping measures against imported fiber prefabricated rods and fiber optics. In terms of operators' investment, the three operators have been continuously increasing the construction of optical fiber network, and the huge demand of shopping malls has driven the rapid development of optical communication industry. In particular, with the acceleration of 5G era, "5G commercial, load first", but also promote operators optical communication equipment collection acquisition innovation.

IDC was built around cisco's guess that 99 percent of the world's telecom network traffic by 2019 will be related to data centers. From 2015 to 2020, the annual compound growth rate of DCI flow will reach 31. 90%. In order to complete the use of high-speed long-distance transmission, the demand scale of high-speed optical module is increased driven by the demand of DCI interconnection. This also greatly promoted the prosperity of optical communication industry.

In such a setting, 2018 is still a year worth waiting for for China's optical communication industry

5G drives another wave of optical communication peak

5G, as a highly innovative technology, has been the focus of attention in the industry. At present, China's 5G construction is accelerating, and good progress has been made in terms of norms, spectrum planning or architecture.

According to industry estimation, 2018 will be the first year of 5G development, and the rapid development of 5G will bring positive impact on the development of optical communication industry. The Fiber Broadband Association estimates that 5G will use 16 times more Fiber than 4G.

In addition, in terms of optical modules, 5G base station construction is expected to bring the consumption of 25/50ghz high-speed modules of tens of millions of levels. Because 5G architecture makes the back/middle/front transmission capacity expand dozens of times, up to dozens of Gbps level, it will also bring about the increase of high-speed optical access network and optical equipment demand.

Of course, in addition to 5G, 4K, 8K, Internet of things, cloud accounting and other new skills and applications have also boosted the development of optical communication.

Strong market demand to promote optical communication boom

In 2017, the three major operators have carried out large-scale optical fiber and cable collection. Now the three operators have also begun the 2018 optical fiber collection program.

In 2018, China telecom launched a program to introduce 4 million fiber optic cables and 50 million outdoor fiber optic cables. China unicom is estimated to be 30-40 million core km; Recently, China mobile also launched the first batch of general optical cable product collection in 2018, it is estimated that the general optical cable acquisition scale is about 359. Thirty thousand leather kilometers (equivalent to one. 100 million core km).

In addition, in addition to radio and television, state grid, private network and other needs, the total can reach 3. 300 million core kilometers, it is estimated that the domestic demand for optical fiber and cable will increase by more than 20% in 2018. Under the background of slow pace of capacity expansion, the supply and demand formats of fiber cable continue to be serious. The mall once again expects to see a situation of "both quantity and price rise" in 2018, and the demand for supporting optical equipment and optical communication equipment will also increase accordingly.

National policy continues to benefit the optical communications industry

The proposal of a series of national policies in 2017 greatly promoted the development of China's optical communication industry, especially the proposal and implementation of "broadband China", "One Belt And One Road", "speed up and cost reduction" and other policies, which played a heavy lifting effect on the construction of China's optical network.

In addition, the serious information infrastructure construction three years action plan of the injected momentum for the development of optical communication industry, the file points out that to build a new batch of high-speed trunk lines, the expansion of a batch of broadband access network, the promotion of a batch of use of the infrastructure, layout of a batch of overseas information channel, by 2018, the new trunk cable 90000 kilometers, the new optical fiber to the home port 200 million, township area optical network.

In accordance with the national plan and layout, these guidelines will continue to play a strong role in 2018 to promote the development of the optical fiber and cable industry.

The wind is strong enough to set sail. The year 2017 has come to an end. Taking advantage of the favorable east wind of optical communication, I believe that the whole industry will surely rise to a higher level in 2018.