Domestic fiber and cable market changes in recent years-Hongchuang

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Domestic fiber and cable market changes in recent years

Date of Release:

2022-08-19

In the optical fiber and cable market, the current domestic giants are mainly Changfei, Fiberhome and other optical fiber manufacturers, they master the upstream core technology, that is, the production process of fiber prefabricated rod, standing at the top of the industry chain, with the replacement of traditional communication mode of optical fiber and cable communication in recent years, the rapid development of the optical fiber and cable industry.

Domestic fiber and cable market changes in recent years

However, due to the high demand for fiber optic prefabricated rods in China, we can not achieve complete self-sufficiency at present, there are still about 10% of the demand needs to rely on imports, and the domestic production rate needs to be further improved. In 2018, China extended the anti-dumping policy against the fiber prefabricated rod to 2023, which is undoubtedly an excellent opportunity to expand production capacity and seize the market for domestic fiber prefabricated rod enterprises. From the current data, about 2018 years ago there was a time due to the anti-dumping of the fiber optical fiber domestic price surge, but starting in 2018, as the basic end of 4 g communication construction, decline in domestic demand for optical cable, optical fiber prices began to decline, even caused by light bar excess supply fiber prices have halved.

From the national policy in 2020, the rise of 5G, optical fiber and cable industry will be driven, but industry professionals point out that the core driving factors of this round of industry demand is mainly the access network level, and the MAN and backbone network is difficult to pull large-scale optical fiber and cable demand. At the same time, the domestic 10G PON upgrade has very limited marginal demand for optical fiber and cable, because the 10G PON upgrade only needs to replace the terminal access equipment and network side equipment. Moreover, according to the data from the "Daily Financial Results", the inventory of each company is basically superposition increase compared with the end of last year. Based on the above information, it may be difficult for the 5G-driven optical fiber and cable demand to exceed the last round of 4G cycle, so investors need to remain rational.

In conclusion, although 5G has just begun and is in the stage of infrastructure construction, it can drive the growth of the demand for optical fiber and cable to a certain extent. However, due to the large number of domestic optical fiber manufacturers and the large stock of optical cables, it is difficult to achieve a large growth in performance in the short term.

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