The optical splitter is the core of FTTH optical devices. It contains great growth potential and will become the main driver of the growth of the FTTX market. It will undoubtedly bring vitality and challenges to the optical communications manufacturing industry, and it will also bring challenges to optical communications companies. Bring space for rapid development again. This article summarizes the PLC splitter market, industry situation and technology development status. The development of PLC chips, optical fiber arrays and coupling packaging technology is briefly analyzed.
Currently, the construction of my country's FTTx (fiber optic access network) is gradually underway. The three major operators and the broadcasting and television systems have all determined the idea of "accelerating the introduction of optical fiber into copper and the withdrawal of copper, and promoting the strategic transformation of the access network" to realize FTTC (fiber to the curb), FTTB (Fiber to the Building), FTTH (Fiber to the Home), FTTD (Fiber to the Desktop), triple play (voice network, data network, cable TV network) and other multimedia transmission and PDS (Integrated Distribution System) solutions. To build an all-fiber network, in addition to the need for various structural distribution optical cables and introduction optical cables to realize the connection and redistribution of optical fiber networks, in E-PON and G-PON technologies, a large number of optical splitters are also needed to complete the final The purpose of fiber to the home.
The FTTx system consists of three parts: central office equipment (OLT), user terminal equipment (ONU), and optical distribution network (ODN). As an important part of the FTTx system, ODN is the physical optical transmission channel between OLT and ONU. It usually consists of optical fiber cables, optical connectors, optical splitters, and supporting equipment for installing and connecting these devices. The feeder section from the ODF rack in the central office room to the optical cable distribution point serves as the backbone optical cable to achieve long-distance coverage; the distribution section from the optical cable distribution point to the user access point distributes optical fiber to the user area along the feeder optical cable. ;The entry section from the user access point to the terminal is completed by a butterfly optical cable, and all branch and contact connections are completed by optical splitters to realize optical fiber entry into the home.
The optical splitter is the core of FTTH optical devices. It contains great growth potential and will become the main driver of the growth of the FTTX market. It will undoubtedly bring vitality and challenges to the optical communications manufacturing industry, and it will also bring challenges to optical communications companies. Bring space for rapid development again. According to the arrival of the access network construction boom, judging from the current stage of the market and the development trend of future demand, it is understandable that PLC optical splitter will become the main force of the PON market. It has the characteristics of digitalization, networking, broadband, miniaturization and easy maintenance. Features are the focus of future market demand.
PLC (optical splitter) market situation
PLC (optical splitter) is mainly used in the access network Passive Optical Network (PON) to connect the central office to multiple users to achieve fiber-to-the-home. In 2008, the global demand was approximately 24 million channels, with total sales of US$110 million, averaging US$4.6 per channel. The global market differs in different regions. After several years of rapid development, demand in Japan and South Korea has stabilized, but they still account for half of the market share. North America accounts for 30% of the market share. FTTH construction in developing countries such as China, India, and Brazil has just begun and will become the main growth point of the market.
In 2009, China's optical device market experienced strong demand, especially starting from the second quarter, sales revenue maintained growth for three consecutive quarters. In terms of products, 10G optical modules and PLC products performed well and grew strongly. In the first and second quarters of 2010, orders from domestic passive component manufacturers were in good shape, with market demand reaching approximately RMB 600 million, a year-on-year increase of 16%. Driven by operators' accelerated FTTX deployment, the domestic PLC device market has continued its strong growth trend in 2009, with strong demand for PLC splitters, AWG and other products. At present, the market demand for optical fiber connectors, couplers, isolators, attenuators and other passive components maintains steady growth, but due to further intensification of market competition, prices continue to decline.
In terms of operators, the three major operators have clearly required that all PLC optical splitters be used in FTTX networks. From 2009 to 2010, China Telecom and China Unicom have conducted centralized procurement bidding for PLC splitters for two consecutive years. In 2010, China Mobile also began to centralized procurement of all equipment used by GPON, including PLC splitters. Pick.
If the growth factor of the optical device market in 2009 was the 3G factor, then the growth factor in 2010 will be the FTTX factor. Although there are still many obstacles to the large-scale deployment of FTTX networks in China, the government's decision to promote the integration of three networks will bring strong impetus to FTTX, and the optical component market will also benefit from it. In the first half of 2010, driven by operators' active FTTH construction and 3G network construction, and on January 13, 2010, Premier Wen Jiabao presided over an executive meeting of the State Council and decided to accelerate the integration of telecommunications networks, radio and television networks, and the Internet. , which indicates that the government will begin to promote FTTX network deployment, and the optical component market will benefit. According to ICCSZ predictions, the domestic optical device market will maintain steady growth in 2010, and the domestic passive device market sales will maintain rapid growth. In the second quarter, domestic passive device sales were approximately 700 million yuan, a year-on-year increase of 17.8%. In the second quarter, the country issued the "Opinions on Promoting the Construction of Fiber-optic Broadband Networks" to accelerate the construction of fiber-optic broadband networks; currently, the three-network integration pilot plan has also been passed. These factors have effectively promoted the further growth of market demand for optical components and have also brought a large number of orders to passive component manufacturers. At present, the domestic FTTx network deployment process is accelerating, and PLC products, as the core components of FTTX, will also be widely used. China's optical component market demand will reach 3.6 billion yuan, a year-on-year increase of 7.5%. It is expected that in the second half of 2010, China's optical device market will continue to grow.
Optical Splitter Price trend
In the future, China will dominate the Optical Splitter Price market and is expected to account for 35% of the market in three years. Currently, the core technology chips of PLC-Splitter are still in the hands of European, American, Japanese and Korean companies. Since domestic companies do not have core technology, they can only develop Fiber Array and purchase chips for packaging or directly provide OEM services to chip companies.
Everything has two sides. The increase in demand is always accompanied by a decrease in product prices. Due to the influx of a large number of domestic device packaging companies into the market, coupled with the centralized procurement of PLC optical splitters by the three major operations, the market price It will face a downward trend. As demand continues to increase, prices will become lower and lower, and the profits of OEM companies and packaging companies will also become thinner and thinner. Figure 1 shows the international PLC price trend.
With the massive increase in FTTH's demand for optical splitters, more optical device companies and some optical fiber and cable companies have launched and are launching PLC optical splitter packaging projects. Because the packaging technology of optical splitters is relatively simple, the investment is not large and the project is easy to complete.
Post time: 2024-01-16 16:05:19