Electronic enthusiasts eight o'clock in the morning: In the "Internet" era, broadband China has a huge target space, and optical network construction will be a medium- and long-term theme. In the short-term, the operator investment will be transferred to the transmission network in the post-4G cycle, and China Mobile and private capital entering the broadband access market will directly benefit the fixed network construction. Driven by the demand policy, the optical communications industry will continue to share the "Internet" dividend, and the backbone network high-speed optical communications and FTTX segmentation areas are growing rapidly.
Mao Qian, director of the CCSA Transmission and Access Technology Working Committee, said: FTTX is unprecedentedly advanced. The "Broadband China" strategic goal proposes that by 2020, the fixed-line broadband penetration rate will reach 70%. By the end of 2017, 80% of the administrative village fiber-to-village will be realized. In 2020, 98% of the nationwide administrative village will be broadband. At present, China's broadband penetration rate is less than 50%, including less than 65% in cities and less than 30% in rural areas, and the target space is huge. Among them, increased coverage and speed increase will be carried out at the same time, and subsidies in rural areas are expected to increase. Telecom Unicom has launched a nationwide all-optical network construction, and mobile has quickly entered the market. Radio and television networks and private capital have entered the broadband field to form a synergy for FTTX. Therefore, the penetration rate of FTTX will further increase under the background of light into copper, and the growth rate should be much higher than the broadband growth rate. At the end of the network, FTTX has a huge market space and will continue to benefit from access network PON equipment, modules and cable equipment.
This year, the 4G market continued to maintain a rapid development trend, which led to a significant increase in demand for the fiber optic cable market. At the same time, equipment vendors and operators have begun to enter the application market of smart homes and smart cities. Huawei, ZTE, and Campfire have all begun to emerge in the smart home market, and operators are also stepping up their efforts in the smart home sector. The development of application services such as smart homes, smart cities, big data, and cloud computing is inseparable from the support of communication networks. The backbone network high-speed optical communication and FTTX will continue to share growth dividends. In addition, with the advent of the big data era, the speed of data generation has rapidly increased, and the data-based big data industry is also developing at a high speed. The outbreak of big data has made data center optical interconnection another hot spot for current development.
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