"If you want to be rich, build roads first", the rapid development of China's 3G / 4G and FTTH cannot be separated from the first paving of optical fiber infrastructure, which has also achieved the rapid growth of China's optical fiber and cable manufacturers. Five global TOP10 manufacturers in China, which complement each other and grow together. In the 5G era, with the formal commercialization of 5G, the demand for optical fiber and cable will continue to grow steadily, and continue to assist the prosperity of the optical communication industry. The previous capacity expansion can also be seen as an early layout before 5G comes.
Wei Leping once predicted that according to the 3.5G independent network, the outdoor macro station should be at least twice that of 4G, and if the 3.5G+1.8G/2.1G collaborative network is followed, the outdoor macro station should be at least 1.2 times that of 4G.At the same time, indoor coverage depends on tens of millions of small base stations. It can be seen that a large number of optical fiber interconnections are still needed between various 5G base stations.
However, during the "2019 Global Optical Fiber and Cable Conference", Gao Junshi, director of the Cable Institute of China Mobile Communication Group Design Institute, said that compared with FTTx, the 5G era is difficult to rebuild the same glory of the optical cable market. Under the background of the basic saturation of FTTx coverage in China, the overall demand for 5G optical fiber and cable is small and stable, and the overall demand for optical cable in the 5G era will enter a stable period.
At the same time, another development opportunity in the 5G era may be at the national trunk level.5G commercial, superimposed cloud computing, big data, Internet of Things, streaming media and other emerging technologies and services continue to emerge, the network bandwidth pressure is increasing, operators put forward higher requirements for single fiber capacity, but also put forward the requirements of ultra-high-speed transmission for long-distance trunk lines. China's eight horizontal and eight vertical trunk optical cable has been built for more than 20 years, and the earliest batch of trunk optical cable lines have reached the late stage of the design life. In order to meet the business needs of the 5G era, the backbone network will also enter the replacement and construction cycle in the next few years.
Wei Leping has pointed out that in the 5G era, backbone high-capacity routing will turn to low-loss G.654.E optical fibers. In 2019, China Telecom and China Unicom respectively carried out G.654.E cable collection, presumably from 2020, the trunk cable collection may be more frequent.
In addition, it was widely rumored in the industry in December 2019 that after obtaining the 5G commercial license, China Radio and Television will deeply cooperate with State Grid to build 113,0005G base stations in 2020.If we cooperate with State Grid, the main line of state Grid is mainly OPGW, the number of optical fiber cores is small, more bearing systems, high resource utilization rate, and some sections of optical cable resources have bottlenecks. New 113,0005G base stations will generate solid demand for optical cables.
Post time: Sep-09-2022