网信彩票

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

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

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

With large-scale use, the cost performance of optical fiber networks has surpassed that of copper cable networks. In the context of global operators rushing to run 5G, these optical fiber requirements are expected to come ahead of schedule. At present, governments, operators, and tower companies around the world have accelerated their investment in optical fiber networks for the deployment of 5G, which has promoted the unison of global optical fiber volume and price, and directly promoted the large-scale expansion of optical fiber manufacturers.