Page 19 - Market Analysis Report of Optical Communications Field in China & Global market 2025

Chapter 2

Overall Analysis of Optical Communication

Enterprise Competitiveness Composite Index

1.The Overall Situation Analysis of Enterprise Chart3-3 The comprehensive score of competitiveness in comparison in the optical
Competitiveness Basic Data transmission and network access equipment field of Global market ADVA

We can see from the survey data and the monitoring results of
the competitiveness of optical communication enterprises that
although affected by the severe macroeconomic environment,
the recovery of the optical communication industry is still
slow. However, the field of optical fiber and cable still
maintains a relatively stable development trend. Some sub-
sectors have benefited from the pull of AI demand and even
achieved strong growth. The field of optical module devices NOKIA ZTE CIENA FiberHomeEricsson NEC Fujitsu SumEilteocmtroic
is particularly outstanding.
From the overall situation, after the slump in 2024, 2025 is
expected to be a year of slow recovery for the global telecom
industry. Although the global investment in 5G construction
tends to be stable, and the scale of capital expenditure of HUAWEI
operators has declined, telecom operators generally face the
pressure of slowing revenue in traditional businesses, new Chart3-4 The comprehensive index of competitiveness in comparison in the optical
technologies such as computing power network and 5G-A transmission and network access equipment field of Global market
are becoming new revenue growth points for operators. In
addition, there are diverse development trends in different
regions, and the demand growth in some regions, such as
North America and the Middle East, is still an important
driving factor for the development of the telecom market.
The selection results of Top 10 Competitiveness Enterprises
in the Optical Communications of China & Global Market
clearly show the competitive situation of Chinese optical

HUAWEI
NOKIA ZTE CIENA FiberHomeEricsson NEC Fujitsu SumEilteocmtroic ADVA

Chart3-5 The comprehensive score of competitiveness in comparison in the optical
components field of Global market

Chart3-1 The comprehensive score of competitiveness in comparison in the optical
fiber and cable field of Global market

YOFC HTGD

Eoptolink LumentumLig(eHnitsense BroSaudmbEiatolnemdc)toric Fujikura HGTECH
CORNING

ZhIonnngojliight Coherent BROADCOMAccelink

ZTT FiberHomeFEurleucktarwica/OFSPrysmianSumEitloemctoric Fujikura Sterlite communication enterprises in the competition of global
optical communication enterprises. Huawei continues
Chart3-2 The comprehensive index of competitiveness in comparison in the optical to maintain a leading edge in the rankings of the Top 10
fiber and cable field of Global market competitiveness enterprises in the optical transmission and
network access equipment of global market in 2025. The
top 10 companies come from 6 countries: Finland (Nokia),
, the United States (CIENA, Infinera)Sweden (Ericsson),
Japan (NEC, Sumitomo Electric), Germany (ADVA), and
China (HUAWEI, ZTE, and Fiberhome). In the rankings
of the Top 10 competitiveness enterprises in the optical
fiber and cable field of Global market in 2025, the top 10
companies are occupied by four countries, namely the United
States (Corning), Italy (Prysmian), India (Sterlite), Japan
(Furukawa Electric/OFS, Sumitomo Electric, Fujikura),

ZTT FiberHomeFEurleucktarwica/OFSPrysmianSumEitloemctoric Fujikura Sterlite
CORNING YOFC HTGD

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