In 2020, the national level has always stressed the importance of building 5g network, and the three major operators are also fully promoting the construction of 5g base stations. At the same time, under the new infrastructure, the Internet of things, data center, industrial Internet and other related fields will also bring huge demand. In the face of various favorable factors, major optical fiber and cable manufacturers are actively preparing to try to sweep away the haze of the epidemic at the beginning of the year.
However, the cost of 5g network construction in the early stage is huge. The major manufacturers should make full use of their own technology and capacity advantages, and actively respond to the opportunities and challenges.
In fact, several leading optical communication enterprises have long noticed the changes in the market industry, focusing on the layout of 5g related industrial chain in advance, relying on years of technology accumulation and enterprise details, they have transferred to optical devices, optical modules, optical chips and other vertical fields by establishing new production lines or directly acquiring relevant small and medium-sized enterprises, and actively develop emerging businesses for diversified development.
It can be summarized as follows:
1. Improve their own R & D capabilities, improve the process level, rely on the strong promotion of 5g + industrial Internet, create high-quality products and reduce production costs, so as to increase production and income.
2. Study the market demand and actively promote the research and development of innovative products, such as g.654. E and various special optical fibers.
3. Expand the vertical subdivision field, such as participating in 5g forward transmission competition. C-ram networking needs a large number of low-cost WDM equipment and 10g, 25g, 50g optical modules.
4. Develop marine communication and power system services. With the rapid development of offshore wind power, the demand of submarine cable market will continue to increase.
