January 2019 Market for Optics in China
Demand for optics from Chinese service providers surprised the industry in 2010-2018. It started with massive deployments of FTTx systems and continued with optical fronthaul in the access markets. Adoption of 10G PON and 25G, 50G and 100G fronthaul optics will sustain demand for access optics in 2019-2023. First deployments of 100G DWDM technology in core networks set high expectations for the scale of future projects, which will include ROADMs as well. Chinese Internet companies started to upgrade their datacenters with 25G AOCs and 100GbE transceivers in 2018 and plan to start deploying 400GbE optics in 2020-2021.
This report discusses current and future infrastructure projects of Communication Service Providers (CSPs) and Internet Content Providers (ICPs) in China. It analyses the impact of these projects on the demand for optical networking equipment, optical modules and components. The report also discussed history of optical component and module manufacturing in China and analyses challenges ahead. It includes profiles of the leading Chinese CSPs, ICPs, equipment manufacturers and suppliers of optical component and modules. Appendix C to the report includes a translation of key production goals from the latest Roadmap of Optoelectronics Industry in China. The report includes a companion spreadsheet containing a detailed 8-year history and 5-year forecast for shipments, pricing and sales of optical components deployed in China.