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报告导航:研究报告TMT产业电信
2012-2014年中国光通信行业研究报告
字数:3.0万 页数:106 图表数:98
中文电子版:7500元 中文纸版:3750元 中文(电子+纸)版:8000元
编号:CS026 发布日期:2012-12 附件:下载

2011年全球光纤光缆市场继续保持稳定的增长态势,总需求量超过2亿芯公里,相比于2010年的光缆需求量同比增长了15%。而2012年全球光纤光缆市场需求依然强劲,市场增幅接近6%,未来5年年均增长率保持在3%左右。

2011年光网络设备市场接近160亿美元。网络运营商越来越青睐ROADM、相干光学、分组光传输和光传输网络(OTN)设备,WDM 增长 22%;ROADM全年增长 36%。而 40G/100G的部署继续快速增长,显示出光网络设备继续向高速率演进。企业中华为和阿朗依然保持前两位,中兴继续提升市场份额。

2011 年,全球光器件市场受到下游厂商去库存、经济不景气等影响,同比增长9%至58亿美元。不过全球光器件产品价格在2011年下降明显,部分抵消了整个行业的产值增速,2012年全球光器件行业市场规模的增速不会超过10%。

从地区上看,拉美、亚洲是主要增长区域,欧洲、日韩地区需求下降。中国一直是全球光纤需求最大的拉动力,2011中国占全球光缆需求的50%左右,2012年预计接近60%。

中国光网络整体性能处于国际中游,目前宽带接入渗透率为10.94%,仅排在世界第34位。对中国来说光纤网络建设将是一个持续时间长,投入不断增长的过程。短期来看,3G 建设逐渐放缓,FTTH 建设将替代3G 网络建设成为光纤需求最重要的驱动力;而2013年以后运营商将启动4G建设,4G网络部署、三网融合、光纤替换升级会是中国光纤需求新的推动力。

中国光通信建设目前正处于高峰期。“十二五”(2011-2015)期间通信投资 2万亿,较“十一五”(2006-2010)期间(1.44 万亿元)增长 36%,其中 80%的投资将用于包括移动宽带和固定宽带在内的宽带建设,较“十一五”期间(37.5%)增长150%。

中国光通信系统设备商与国外设备厂商的差距逐步缩小,中国的华为、中兴通讯已经可以和爱立信,诺西等厂家抗衡。华为已经成为全球前三的光传输设备供应商。国外厂商如Alcatel-Lucent已逐渐淡出中国市场,华为、烽火通信和中兴通讯等厂商占据了中国光通信系统设备市场上的80%以上市场份额。


在光纤光缆方面,技术难度最大、工艺最复杂的光纤预制棒基本上被国外厂商垄断,如美国的康宁、荷兰的德拉克、以及日本4大厂商(日本信越、住友、滕仓、日立)。2010年之前,除了武汉长飞以外,中国大部分光纤厂商主要从事光纤拉丝、光缆研发和生产;2010年以后,亨通光电、中天科技、烽火通信以及富通集团均启动光纤预制棒自主研发。2012年中国5大光棒厂商有望释放近500吨光棒产能,而中国光棒需求量在4000吨,自给率可达到45%,较2011年的38%有明显提升。

《2012-2014年中国光通信行业研究报告》主要包含七个章节,98个图表,包含中国光通信市场背景现状和竞争格局,中国光通信行业的发展趋势以及18家中国光通信产业重点企业的经营情况及发展趋势等。


The global optical fiber and cable market maintained stable growth in 2011, and the total demand in 2011 rose by 15% year on year to over 200 million core km. In 2012, the demand remained strong, with the growth rate of nearly 6%. In the next five years, the average annual growth rate will be about 3%.

In 2011, the optical network equipment market valued nearly USD16 billion. Network operators increasingly preferred ROADM, coherent optics, packet optical transmission and optical transport network (OTN) equipment; WDM saw the growth of 22% and ROADM 36%. The deployment of 40G/100G accelerated, showing the high-speed development of optical network equipment. Huawei and Alcatel-Lucent still ranked among top two in the market, while ZTE continued to increase its market share.

In 2011, impacted by the de-inventory of downstream manufacturers and the economic downturn, the global optical component market grew by 9% year on year to USD5.8 billion. However, the global optical component price decreased significantly in 2011, partially offset the growth rate of the output value of the industry. The growth rate in 2012 will not exceed 10%.

By region, Latin America and Asia are key growing areas, while Europe, Japan and South Korea witness a drop in demand. China has been the largest driver for the global fiber demand. In   2011, the demand in China accounted for about 50% of the global demand; the proportion is expected to be close to 60% in 2012.

The overall performance of China's optical network reaches the moderate level in the world, and the broadband access penetration rate is 10.94%, ranking 34th. For China, it will take a long time and require sustainable investment to construct the optical fiber network. In a short term, the 3G construction will slow down, and FTTH will replace 3G to become the most important driving force of the demand for optical fiber. Operators will start 4G construction after 2013; 4G network deployment, the integration of radio & television network, telecommunication network and the Internet, as well as the optical fiber upgrading will act as the new impetus which prompts the demand for optical fiber in China.

In China, the construction of optical communication is at its peak. During “Twelfth Five-Year” (2011-2015), the communication investment hits RMB2 trillion, up 36% year on year from RMB1.44 trillion in “Eleventh Five-Year” (2006-2010); 80% of the investment will be used to mobile broadband and fixed broadband, 150% more than 37.5% in “Eleventh Five-Year”.

The gap between Chinese optical communication system equipment manufacturers and foreign equipment manufacturers is gradually narrowed. Huawei and ZTE can compete with Ericsson and Nokia Siemens. Huawei has become one of the world's top three suppliers of optical transmission equipment. Foreign manufacturers such as Alcatel-Lucent have quitted the Chinese market, whereas Huawei, FiberHome and ZTE occupy more than 80% market share in China.

In the field of optical fiber and cable, the optical fiber perform market involved with the most difficult technical and complicated process is basically monopolized by foreign manufacturers, such as USA Corning, Netherlands Draka, as well as 4 Japanese giants (Shin-Etsu, Sumitomo, Fujikura and Hitachi). Prior to 2010, except Wuhan Yangtze, most of Chinese optical fiber manufacturers were mainly engaged in R & D and production of optical fiber drawing and optical cable. Hengtong Optic-electric, ZTT, FiberHome and Futong Group started independent research and development of optical fiber perform after 2010. In 2012, 5 major optical fiber preform manufacturers are expected to release nearly 500 tons of capacity; meanwhile, the demand for optical fiber preform reaches 4,000 tons, so that the self-sufficiency rate is up to 45%, significantly higher than that in 2011.

The report contains seven chapters and 98 charts. It analyzes background, status quo and competition pattern of Chinese optical communication market, development trends of China optical communication industry, as well as operation and development trends of 18 key enterprises in the industry.

第一章 光通信产业概述
1.1相关概念
1.2 光通信技术发展现状及趋势
1.3 光纤通信产业链

第二章 全球光通信产业发展现状及趋势
2.1 全球光纤设备市场概况
2.2 全球光纤元器件市场概况

第三章  中国光通信产业概况
3.1 中国光通信技术发展现状
3.2中国光通信行业投资情况
3.3 中国光通信行业发展趋势
3.4 中国光通信产业细分行业
3.4.1 光通信设备行业
3.4.2 光纤元器件行业
3.4.3 光纤光缆行业

第四章 光通信设备企业分析
4.1 中兴通讯
4.1.1 公司简介
4.1.2 公司运营
4.1.3 公司战略
4.2  烽火通信
4.2.1 公司简介
4.2.2 公司运营
4.2.3 公司发展战略
4.3 华为
4.2.1 公司简介
4.3.2 公司经营

第五章 光电器件企业
5.1 光迅科技
5.1.1 公司简介
5.1.2 公司运营
5.1.3 公司战略
5.2 昂纳光通信
5.2.1 公司简介
5.2.2 公司运营
5.2.3 公司战略
5.3 华工正源
5.3.1 公司简介
5.3.2 公司运营
5.3.3 公司战略
5.4 其他光电器件厂商
5.4.1 武汉电信器件
5.4.2 光恒通信
5.4.3 海信宽带

第六章 光纤光缆企业
6.1 亨通光电
6.1.1 公司简介
6.1.2 公司运营
6.1.3 公司战略
6.2 江苏中天科技
6.2.1 公司简介
6.2.2 公司运营
6.2.3 公司战略
6.3 通鼎光电
6.3.1 公司简介
6.3.2  公司经营
6.3.3 公司战略
6.4 长飞
6.5 富通集团
6.5.1 公司简介
6.5.2 公司运营
6.6 鑫茂科技
6.7 永鼎股份
6.8 法尔胜光通信
6.9 中利科技

第七章 光配套企业
7.1 日海通讯
7.1.1 公司简介
7.1.2 公司运营
7.1.3 公司战略
7.2 新海宜
7.3普天通信
7.3.1 公司简介
7.3.2 公司运营
7.4 其他光配套企业
7.4.1隆兴电信
7.4.2常州太平电器有限公司


1 Overview of Optical Communication Industry
1.1 Concept
1.2 Status Quo and Development Trend of Technology
1.3 Industry Chain

2 Status Quo and Development Trend of Global Optical Communication Industry
2.1 Global Optical Fiber Equipment Market
2.2 Global Optical Fiber Component Market

3 Overview of China Optical Communication Industry
3.1 Status Quo of Technology
3.2 Investment
3.3 Development Trend
3.4 Segments
3.4.1 Optical Communication Equipment 
3.4.2 Optical Fiber Components 
3.4.3 Optical Fiber and Cable 

4 Optical Communication Equipment Enterprises
4.1 ZTE
4.1.1 Profile
4.1.2 Operation
4.1.3 Development Strategy
4.2 Fiberhome Telecommunication
4.2.1 Profile
4.2.2 Operation
4.2.3 Development Strategy
4.3 Huawei
4.2.1 Profile
4.3.2 Operation

5 Optoelectronic Device Enterprises
5.1 Accelink
5.1.1 Profile
5.1.2 Operation
5.1.3 Development Strategy
5.2 O-Net Communications
5.2.1 Profile
5.2.2 Operation
5.2.3 Development Strategy
5.3 HG Genuine
5.3.1 Profile
5.3.2 Operation
5.3.3 Development Strategy
5.4 Other Manufacturers
5.4.1 WTD
5.4.2 Sunstar Communication
5.4.3 Hisense Broadband

6 Optical Fiber and Cable Enterprises
6.1 Hengtong Optic-electric
6.1.1 Profile
6.1.2 Operation
6.1.3 Development Strategy
6.2 Jiangsu Zhongtian Technology Co.,Ltd.
6.2.1 Profile
6.2.2 Operation
6.2.3 Development Strategy
6.3  Tongding Optic-electronic
6.3.1 Profile
6.3.2 Operation
6.3.3 Development Strategy
6.4 YOFC
6.5 Futong Group
6.5.1 Profile
6.5.2 Operation
6.6 XMKJ
6.7 YongDing
6.8 Fasten Optical
6.9 Zhongli Group

7 Optical Supporting Enterprises
7.1 Sunsea Telecommunications
7.1.1 Profile
7.1.2 Operation
7.1.3 Development Strategy
7.2 New Sea Union Telecom
7.3 Nanjing Putian
7.3.1 Profile
7.3.2 Operation
7.4 Others
7.4.1 Longxing Telecom
7.4.2 Changzhou Taiping Electric Co., Ltd.

 

图:光纤宽带接入技术的优势
图:光通信产业/产品结构
图:光器件行业产业链及相关厂家
图:2010-2015年全球光网络设备市场规模
图:2011年全球光网络设备厂商市场份额
图:2010-2017年全球光纤光缆市场需求增长率
图:2008-2015年光缆需求(分类型)
表:2008-2012H1全球光传输市场份额
表:2009-2012H1全球FTTH市场份额
图:2010-2015年全球光纤元器件市场规模
图:2008年全球光纤元器件行业市场份额
图:2011年全球光纤元器件行业市场份额
表:中国光通信产业链概况
图:2007-2012年中国宽带用户数及增长率
图:1997-2014年中国电信行业固定资产投资额
图:2010-2012年中国移动资本开支结构
图:2010-2012年中国联通资本开支结构
图:2010-2012年中国电信资本开支结构
图:FTTH PON 发展路径
图:2008-2012年中国光通信设备主要厂商市场份额
图:2010-2015年中国光纤元器件市场规模
表:2011年中国光纤元器件与辅助设备企业排名
图:2008-2012年光纤光缆市场供需情况
图:光纤光缆产业链利润分配
图:2008-2012年各光纤厂商产能
表:2011-2012年部分光纤企业光纤预制棒产能与自给率
图:2009年中国光纤光缆市场份额
图:2011年中国光纤光缆市场份额
图:2004-2011年光纤光缆采集价格
图:2007-2012年中兴通讯营业收入及净利润(单位:十亿元,%)
图:2008-2012年中兴通讯主营业务收入(分产品)
图:2007-2012年中兴通讯毛利率(分产品)
图:2008-2012年中兴通讯主营业务收入(分地区)
图:2012-2014年中兴通讯营收预测
图:2007-2012年烽火通信营业收入及增长率
图:2007-2012年烽火通信主营收入(分产品)
图:2007-2012年烽火通信毛利率(分产品)
图:2007-2012年烽火通信主营业务收入(分地区)
图:2012-2014年烽火通信营收预测
图:2007-2011年华为营业收入及净利润
图:2009-2011年华为营业收入(分部门)
图:2009-2011年华为营业收入(分地区)
图: 2011年华为营业收入(分运营商业务)
图:2007-2012年光迅科技主营业务收入及增长率
图:2007-2012年光迅科技主营业务收入(分产品)组成
图:2007-2012年光迅科技主营业务(分产品)毛利率
图:2007-2012年光迅科技主营业务收入(分地区)组成
图:2011年光迅科技前5名客户营收及占比
图:2012-2014年光迅科技营收预测
图:2008-2012年昂纳光通信主营业务收入及增长率
图:2007-2012年昂纳光通信毛利率
图:2008-2012年昂纳光通信主营业务收入(分地区)
图:2009-2011年华工正源营收及利润
图:2007-2012年亨通光电营业收入及增长率
图:2009-2013年亨通光电光纤产能
图:2009-2012年亨通光电主营业务毛利率(分产品)
图:2009-2011年亨通光电营业收入(分地区)组成(单位:百万元)
图:2011年亨通光电前5名客户营收及占比
图:2012-2014年亨通光电营收预测
图:2007-2012年中天科技主营业务收入及增长率
图:2007-2012年中天科技主营业务收入(分产品)组成
图:2008-2012年中天科技主营业务(分产品)毛利率
表:2008-2013年中天科技光纤产能及销售数量
图:2007-2012年中天科技主营业务收入(分地区)组成
图:2011年中天科技前5名客户营收及占比
图:2012-2014年中天科技营收预测
图:2007-2012年通鼎光电营业收入及净利润
图:2007-2012年通鼎光电营业收入(分产品)
图:2007-2012年通鼎光电毛利率(分产品)
图:2007-2012年通鼎光电营业收入(分地区)
图:2007-2011年通鼎光电前5名客户营收及占比
图:2012-2014年通鼎光电营收预测
图:2008-2011年长飞营收及净利润
表:富通集团控股子公司(光纤光缆业务)
图:2009-2012年富通集团营业收入(分产品)
图:2009-2012年富通集团毛利率(分产品)
表:2010--2012年富通集团光纤光缆产能产量
表:2009-2011年富通集团主要客户
图:2007-2012年鑫茂科技光通信产品营收及毛利率
图:2008-2012年永鼎股份通信业务收入及毛利率
图:2008-2012年法尔胜光通信业务营收及毛利率
图:2008-2012年中利科技光缆业务营收及毛利率(单位:百万元)
图:2009-2012年长飞中利营收及净利润
图:2007-2012年日海通讯营业收入及净利润
图:2007-2011年日海通讯营业收入(分产品)
图:2007-2012年日海通讯毛利率(分产品)
表:2007-2012年日海通讯营业收入(分地区)
图:2011年日海通讯前5名客户营收及占比
表:日海通讯投资项目
图:2012-2014年日海通讯营收预测
图:2007-2012年新海宜营业收入及净利润
图:2007-2012年新海宜营业收入(分产品)
图:2007-2012年新海宜毛利率(分产品)
图:2012-2014年新海宜营收预测
图:2008-2012年普天通信营业收入及增长率
图:2008-2011年普天通信主营业务收入(分产品)
图:2007-2011年普天通信主营业务收入(分地区)

Advantages of Optical Fiber Broadband Access Technologies
Industrial / Product Structure of Optical Communication
Optical Fiber Component Industry Chain and Related Manufacturers
Global Optical Network Equipment Market Size, 2010-2015
Market Share of Global Optical Network Equipment Manufacturers, 2011
Growth Rate Of Global Demand For Optical Fiber and Cable, 2010-2017E
Demand For Optical Fiber (by Type), 2008-2015E
Global Optical Transmission Market Share, 2008-2012H1
Global FTTH Market Share, 2009-2012H1
Global Optical Fiber Component Market Size, 2010-2015
Market Share of Global Optical Fiber Component Industry, 2008
Market Share of Global Optical Fiber Component Industry, 2011
Overview of Chinese Optical Communication Industry Chain
Number of Broadband Users and Growth Rate in China, 2007-2012
Investment in Fixed Assets of China Telecommunications Industry, 1997-2014
Capital Expenditure Structure of China Mobile, 2010-2012
Capital Expenditure Structure of China Unicom, 2010-2012
Capital Expenditure Structure of China Telecom, 2010-2012
Development Path of FTTH PON
Market Share of Major Optical Communication Equipment Manufacturers in China, 2008-2012
Chinese Optical Fiber Component Market Size, 2010-2015
Ranking of Chinese Optical Fiber Component and Auxiliary Equipment Companies, 2011
Supply and Demand in Optical Fiber and Cable Market, 2008-2012
Profit Distribution of Optical Fiber and Cable Industry Chain
Capacity of Optical Fiber Manufacturers
Optical Fiber Preform Capacity and Self-sufficiency Rate of Some Optical Fiber Enterprises, 2011-2012
Chinese Optical Fiber and Cable Market Share, 2009
Chinese Optical Fiber and Cable Market Share, 2011
Optical Fiber and Cable Price, 2004-2011
ZTE's Revenue and Net Income, 2007-2012
ZTE's Main Business Revenue (by Product), 2008-2012
ZTE's Gross Margin (by Product), 2007-2012
ZTE's Main Business Revenue (by Region), 2008-2012
ZTE's Revenue, 2012-2014E
FiberHome's Revenue and Growth Rate, 2007-2012
FiberHome's Main Business Revenue (by Product), 2007-2012
FiberHome's Gross Margin (by Product), 2007-2012
FiberHome's Main Business Revenue (by Region), 2007-2012
FiberHome's Revenue, 2012-2014E
Huawei's Revenue and Net Income, 2007-2011
Huawei's Revenue (by Division), 2009-2011
Huawei's Revenue (by Region), 2009-2011
Huawei's Revenue (by Operator), 2011
Accelink's Main Business Revenue and Growth Rate, 2007-2012
Accelink's Main Business Revenue (by Product), 2007-2012
Gross Margin of Accelink's Main Business (by Product), 2007-2012
Accelink's Main Business Revenue (by Region), 2007-2012
Accelink's Revenue and Proportion from Top 5 Clients, 2011
Accelink's Revenue, 2012-2014E
Main Business Revenue and Growth Rate of O-Net Communications, 2008-2012
Gross Margin of O-Net Communications, 2007-2012
Main Business Revenue of O-Net Communications (by Region), 2008-2012
Revenue and Profit of HG Genuine, 2009-2011
Revenue and Growth Rate of Hengtong Optic-electric, 2007-2012
Optical Fiber Capacity of Hengtong Optic-electric, 2009-2013E
Gross Margin of Main Business of Hengtong Optic-electric (by Product), 2009-2012
Revenue of Hengtong Optic-electric (by Region), 2009-2011
Revenue and Proportion from Top 5 Clients of Hengtong Optic-electric, 2011
Revenue of Hengtong Optic-electric
ZTT's Main Business Revenue and Growth Rate, 2007-2012
ZTT's Main Business Revenue (by Product), 2007-2012
Gross Margin of ZTT's Main Business (by Product), 2008-2012
ZTT's Optical Fiber Capacity and Sales Volume, 2008-2013E
ZTT's Main Business Revenue (by Region), 2007-2012
ZTT's Revenue and Proportion from Top 5 Clients, 2011
ZTT's Revenue, 2012-2014E
Revenue and Net Income of Tongding Optic-Electronic, 2007-2012
Revenue of Tongding Optic-Electronic (by Product), 2007-2012
Gross Margin of Tongding Optic-Electronic (by Product), 2007-2012
Revenue of Tongding Optic-Electronic (by Region), 2007-2012
Revenue and Proportion from Top 5 Clients of Tongding Optic-Electronic, 2007-2011
Revenue of Tongding Optic-Electronic, 2012-2014E
YOFC's Revenue and Net Income, 2008-2011
Optical Fiber and Cable Subsidiaries of Futong Group
Revenue of Futong Group (by Product), 2009-2012
Gross Margin of Futong Group (by Product), 2009-2012
Optical Fiber and Cable Capacity and Output of Futong Group, 2010 - 2012
Major Clients of Futong Group, 2009-2011
XMKJ's Optical Communication Revenue and Gross Margin, 2007-2012
YongDing's Communications Revenue and Gross Margin, 2008-2012
Revenue and Gross Margin of Fasten Optical, 2008-2012
Optical Cable Revenue and Gross Margin of Zhongli Group, 2008-2012
YOFC's Revenue and Net Income, 2009-2012
SUNSEA's Revenue and Net Income, 2007-2012
SUNSEA's Revenue of (by Product), 2007-2011
SUNSEA's Gross Margin (by Product), 2007-2012
SUNSEA's Revenue of (by Region), 2007-2012
SUNSEA's Revenue and Proportion from Top 5 Clients, 2011
SUNSEA's Investment Projects
SUNSEA's Revenue, 2012-2014E
Revenue and Net Income of New Sea Union Telecom, 2007-2012
Revenue of New Sea Union Telecom (by Product), 2007-2012
Gross Margin of New Sea Union Telecom (by Product), 2007-2012
Revenue of New Sea Union Telecom, 2012-2014E
Putian's Revenue and Growth Rate, 2008-2012
Putian's Main Business Revenue (by Product), 2008-2011
Putian's Main Business Revenue (by Region), 2007-2011
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