Communication optical fiber and cable industry Roadmap In the recently released "China optoelectronic device industry technology development roadmap (2018-2022)" (hereinafter referred to as the "roadmap"), in the next few years, with the further development of Internet business, the construction of mobile communication network, the large-scale promotion of FTTH, the continuous realization of new applications such as Internet of things and cloud computing, the optical fiber and cable industry will usher in broader development opportunities.
(image source: Internet)
From the perspective of national informatization development, broadband China and Internet plus have risen to the national level strategy. Optical fiber communication industry will become one of the most important assistance for the rapid development of the economy and society, and optical fiber and cable are the physical foundation of connection and transmission.
Communication optical fiber and cable
With the gradual commercial application of optical fiber communication system in the 1980s, optical fiber communication technology has made rapid development in the world due to its advantages of high bandwidth and low attenuation. In the past 10 years, driven by the growth of traffic demand and the construction of infrastructure network, the optical fiber market has achieved great development. In the past 10 years, the global optical fiber market has maintained a compound growth of 15%, China has maintained a compound growth of 25%, and the demand proportion of optical fiber and cable in China has also increased from 20% to 58%. In 2017, due to the constraints of optical rod production capacity and the increase of optical fiber demand, the price of optical fiber and cable continues to maintain a high boom of both volume and price.
Over the years, the optical fiber and cable industry has been the main driving force for the growth of China's electronic components industry, and has made significant contributions to the development of the national economy. The system effect of electronic information industry promoted by optical fiber and cable is gradually reflected. In recent years, driven by the demand of large-scale communication construction in China, China's optical fiber and cable industry has developed rapidly, and has formed a complete industrial chain from optical fiber preform - optical fiber - optical cable - optical network products. China has become the world's leading optical fiber and cable market and the world's leading optical fiber and cable manufacturer. The development of optical fiber and cable industry has laid a solid foundation for China's communication field, and has become an important support for the adoption of ft-th and ftta systems, triple play, large-scale 4G construction and 5g exploration.
Ten years of rapid development
With the sustained and rapid development of China's economy, and driven by national policies such as "broadband China" and "triple play", the market demand for optical fiber and cable in China's 3G, 4G, FTTx, radio and television, electric power, military and other communication fields, as well as 5g, Internet of things and other applications in the future continues to grow. According to the data analysis of CRU, a famous British market research institution, in the past 10 years (2007-2016), China's total demand for optical fiber has increased by 6.5 times, reaching 243 million core kilometers, and its global share has increased from 27.8% to 57.3%. Its market share has doubled, and its market scale occupies half of the world.
Since 2002, the market scale of China's optical fiber and cable has basically shown such a rule. Every three years, the market scale will go up to a small step, and every six years, it will go up to a big step. This law is basically consistent with the construction cycle of mobile digital access network: (2003-2008) 2G construction, (2009-2014) 3G construction, (2015 to now) 4G construction, etc. From 2002 to 2016, the scale of China's optical fiber and cable market increased by 23 times, with a compound growth rate of 23.6%; in the same period, the market scale of other regions of the world except China increased by 2.8 times, with a growth rate of 9.3%; The scale of global market including China market has increased by 6.3 times, which is in line with the growth rate of 14.1%. It can be seen that China's optical fiber and cable industry has made a great contribution to the development of global communication and plays a leading role in the world.
From the perspective of enterprise development, after 30 years of development and growth, many Chinese optical fiber and cable enterprises have ranked among the top 10 in the world. Excellent enterprises in the industry are in a critical period of overseas expansion. They not only vigorously expand overseas sales, but also actively invest and build factories overseas. Southeast Asia, Africa and Latin America are the key targets of Chinese enterprises.
Problems in the industry
At present, the high-purity silicon and germanium materials of ultra-low attenuation optical fiber core rod in China basically rely on imports. Several enterprises that use ric process to prepare optical fiber preform rod, such as Hengtong and Changfei, also rely on imports for their external sleeve materials. Considering that a large number of fluorine doped materials are needed for ultra-low attenuation optical fiber preform, and the price of fluorine doped materials is 3-4 times higher than that of conventional pure silica materials, the localization of related raw materials in the later stage will be a challenge for large-scale production of ultra-low attenuation optical fiber project and reducing the manufacturing cost.
In addition to the preparation materials of optical fiber preform, the localization of optical fiber coating materials is also a key factor limiting the further improvement of the performance of ultra-low attenuation series optical fiber, especially the ultra-low attenuation large effective area optical fiber products. At present, the manufacturing of high-performance optical fiber coatings is monopolized by two foreign enterprises, so the development of high-performance low modulus bending insensitive coatings is also the bottleneck to further improve the performance of domestic ultra-low attenuation optical fiber.
At present, the sales of domestic optical fiber and cable industry are mainly for the three major domestic communication operators. In the international market, foreign optical fiber and cable giants have completed the global layout, and Chinese enterprises are facing many difficulties and barriers in expanding overseas markets. Due to the lack of technical advantages, Chinese enterprises mainly rely on price competition in overseas markets. Moreover, the product homogeneity is serious, and the major domestic manufacturers are basically doing the same products and technologies, so that in the domestic and foreign markets The market competition is becoming increasingly fierce, and the industrial environment needs to be improved.
The application scenarios of submarine optical cable in domestic market are insufficient, and it is difficult to support the technical bottleneck. At present, the submarine optical cable construction in China is mainly in the East China Sea, Bohai Bay, yellow sea or South China Sea. It belongs to the non relay shallow sea optical cable communication system (no more than 500 meters deep). It mainly solves the optical communication demand between the two points, and pays attention to the optical fiber performance requirements of submarine optical cable. It can be satisfied by using ordinary G.652 optical fiber Enough, the relay power supply is not required or the requirements are not high. The construction of deep-sea optical communication systems such as long-distance and long-distance islands, intercontinental communication and South China Sea Development and construction must use relay deep-sea optical cable (1000-5000 meters deep). Compared with the shallow sea optical cable without relay, the technical requirements, product performance, production environment and system design of the deep sea optical cable with relay are much more complex. It is necessary to solve the problems of ultra-low loss optical fiber technology, - 10kV High voltage insulation technology, large length submarine cable lossless connection technology, high voltage power supply technology, relay system design technology, high water pressure and high voltage system testing technology, and submarine cable deep-water laying technology The key technologies of the project are as follows. At present, China's submarine cable manufacturers do not have more and longer deep-sea cable application cases in the domestic market to break through the technical bottleneck and accumulate engineering experience. If the engineering experience of shallow sea optical cable is simply copied to implement the deep sea optical cable project, the risk of product reliability and engineering quality is very high.
Development goal of communication optical fiber and cable industry
The roadmap proposes to lead the domestic communication optical fiber technology to upgrade to ultra-low attenuation, and promote the comprehensive application of ultra-low attenuation optical fiber and cable in the field of optical fiber communication. By 2022, the proportion of China's ultra-low attenuation optical fiber output in the total output of single-mode optical fiber will increase to more than 60%; Open up the whole industry chain of silicon germanium material, preform, optical fiber coating, optical fiber and optical cable.
Promote the strength of domestic independent brand enterprises in product design, procurement, manufacturing, logistics, marketing and service value chain to improve on a large scale; in addition to maintaining the global leading position in industry output and sales scale, strive for the profit level to rank in the forefront of the world and occupy a leading position in the global communication optical fiber and cable industry; Build 1-2 industrial bases of R & D and manufacturing integration of optical fiber and cable with world leading production scale and R & D technology. A number of large multinational enterprises with the ability of technological innovation and management innovation, integrity, self-respect, responsibility, openness and the pursuit of excellence have emerged.
We will increase investment in technology research and development, improve the technology innovation system with enterprises as the main body, establish a number of common technology development platforms in key areas, further enhance the ability of independent innovation, and develop a number of enterprises with independent innovation ability and independent intellectual property rights.
By 2022, the industry's average R & D investment will account for 5% of the sales revenue, and the industry's patent ownership in major products, key equipment and raw materials will grow by 5% annually. He has extensive participation and voice in the formulation and revision of international standards, and participates in or presides over the formulation or revision of 1-2 international standards of optical fiber and cable industry every year.
Promote enterprises in the industry to carry out product process R & D and manufacturing equipment R & D with full independent intellectual property rights, master the core technology of optical fiber and cable preparation, and have the R & D and manufacturing capabilities of key raw materials and equipment for optical fiber and cable preparation.
Develop a full range of ultra-low attenuation optical fiber and cable product lines for optical communication networks with world-class key performance parameters, covering land trunk lines, cross ocean submarine cables, metropolitan area networks and access networks; vigorously develop all dry optical cable technology, break through the secondary molding equipment and process technology of dry optical cable, strengthen the technological research and development of submarine optical cable, and realize the technological breakthrough of submarine optical cable manufacturing; Develop domestic high water absorption dry water blocking materials; combined with 5g technology development, develop a series of new optical cable products that can realize dense wiring, easy divergence, easy construction, high routing utilization, and meet different scenarios.
The roadmap proposes to continue to increase policy support and financial support for the upstream and downstream industrial chains of the optical fiber and cable manufacturing industry, including the support of manufacturing equipment supply enterprises and raw material supply enterprises, and strive to break the blockade of foreign enterprises on China's ultra-low attenuation optical fiber and cable products in technology, equipment and raw materials as soon as possible.
It is necessary to strengthen the introduction of excellent technical personnel in the optical fiber and cable industry at home and abroad, so as to help China gain the world leading R & D and industrialization ability in the field of optical fiber and cable in the future. Improve the relevant laws and regulations of market economy as soon as possible, and further standardize the market behavior of enterprises. In order to regulate the various factors that affect the healthy and stable development of China's optical fiber and cable industry, such as vicious price competition, shoddy workmanship, long-term arrears of payment and so on, the regulatory authorities should supervise the unreasonable business process of enterprises, so as to provide a fair and healthy market competition environment for all enterprises. Further play the role of Industry Association as a bridge, through the industry association to coordinate the relationship of various links in the industry chain, safeguard the interests of industry development, and promote the coordinated development of the industry. (Zheng Zheng) focus on building a strong enterprise