Market Report

January 2022 Vendors & Markets for Optics in China

January 2022

Report Abstract

Demand for optics from Chinese service providers surprised the industry in 2010-2016. It started with massive deployments of FTTx systems and continued with optical fronthaul in the access markets. Adoption of 10G PON and 25G fronthaul optics will sustain demand for access optics in 2022-2026. First deployments of 100/200G DWDM ports and ROADMs in core networks set high expectations for the scale of future projects. Chinese Internet Content Providers (ICPs) started to upgrade their datacenters with 25G AOCs and 100GbE transceivers in 2018-2020 and plan to deploy 200GbE and 400GbE optics next. These deployments started in 2021, but we reduced our forecast for 2022-2026 because on uncertainly related to the future of Chinese Cloud companies. This report discusses current and future infrastructure projects of Communication Service Providers (CSPs) and ICPs in China. It analyses the impact of these projects on the demand for optical networking equipment, optical modules and components. It includes profiles of the leading Chinese Cloud Companies and suppliers of optical components and modules. The report discusses the history of optical component and module manufacturing in China and the analyses challenges ahead. It includes a companion spreadsheet containing a detailed 5-year history and 5-year forecast for shipments, pricing and sales of optical components deployed in China and compares those with the global market for these products.

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Vladimir Kozlov

About the Author

Vladimir Kozlov, Founder and CEO

Vladimir Kozlov is the founder and CEO of LIGHTCOUNTING, an optical communications market research company.

LightCounting was established in 2004 with an objective of providing in-depth coverage of market and technologies for high speed optoelectronic interfaces employed in communications. By now, the company employs a team of industry experts and offers comprehensive coverage of optical communications supply chain.

Dr. Kozlov has more than 20 years of experience in optoelectronics, optical communications and market research. Dr. Kozlov held market analyst, product development and research staff positions at RHK Inc., Lucent Technologies and Princeton University.

Dr. Kozlov holds several US patents and has numerous publications in the area of optoelectronics. He received M. Sc. at Moscow State University in Russia and Ph. D in Physics at Brown University in the United States.

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