Page 22 - Market Analysis Report of Optical Communications Field in China & Global market 2025
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data centers. At the same time, with the popularization                                                                 Chart3-20 The comparison of basic competitiveness among top comprehensive competitiveness enterprises
of AR and VR technology, new application scenarios                                                                                            in optical transmission and network access equipment of China in 2025
such as the metaverse have put forward requirements
for communication bandwidth. As the core to achieve                                                                     
high-speed and low-latency data transmission, optical
communication components will play an important                                                                                         basic competitiveness scale competitiveness efficiency competitiveness growth competitiveness
role in these new application scenarios. The optical
components industry is facing unprecedented development                                                                 
opportunities. According to the forecast released by
Omdia, a market research institution in the industry, the                                                               
optical components market will continue to show a strong
trend of rising. It is expected that by 2029, the global                                                                
optical device market will reach $52 billion, with an                                                                   
annual compound growth rate of 11%.
In the rankings of the Top 10 competitiveness enterprises                                                               
in the optical fiber and cable field of China in 2025, the
comprehensive competitiveness index between enterprises                                                                  HUAWEI  ZTE FiberHome  CIG TIANYI Raisecom SDGI GW Delight Huahuan Chuling
is excellent. There are 5 enterprises with a score of over
900, including YOFC, HTGD, FiberHome, ZTT, and                                                                          Chart3-21 The comparison of basic competitiveness among top comprehensive competitiveness enterprises
Tongding. YOFC ranked first with a score of 1000. From                                                                                          in optical components and auxiliary equipment field of China in 2025
the overall performance of China's optical fiber and cable
industry, it can be seen that Chinese enterprises have                                                                            basic competitiveness scale competitiveness efficiency competitiveness growth competitiveness
strong comprehensive competitiveness in the field of
optical fiber and cable. This is also a strong proof that                                                               
Chinese optical fiber and cable enterprises have shown a                                                                

                                                                                                                        

                                                                                                                                                                           TFC  CommunicatiEovnesrProX  AFR  O-Net
                                                                                                                        Accelink ZhoInnngojilight EoptolinkJONHON HGTECH  T&S

             Chart3-18 The comparison of basic competitiveness among top comprehensive competitiveness                  In the rankings of the Top 10 competitiveness enterprises
                                enterprises in the optical communications field of China in 2025                        in the optical transmission and network access equipment

                   basic competitiveness scale competitiveness efficiency competitiveness growth competitiveness  of China, Huawei, ZTE, and FiberHome have obvious
                                                                                                                        advantages in the ranking, with scores of 1000, 931, and
                                                                                                                  902, respectively. CIG, Tianyi, RAISECOM,SDGI, GW
                                                                                                                        Delight, Huahuan, and Chuling are all on the list.
                                                                                                                  In the rankings of the Top 10 enterprises in the optical

    

                                                                                                                  components field of China, the top 10 enterprises have an
                                                                                                                        average score of over 900 points. The listed companies are
    

    HUAWEI  ZTE   HTGD ZTT       ETERN     TONGDING SDGI  TongguangPOTELGCRAOBULPE                         Accelink, and Zhongji Innolight, Eoptolink, JONHON,
                                                                                                                        HGTECH, TFC, T&S Communications, EverProX, AFR,

    Chart3-19 The comparison of basic competitiveness among top comprehensive competitiveness enterprises in            O-net. Accelink ranks first with a score of 1000, while
                                              optical fiber and cable of China in 2024                                  Zhongji Innolight ranks second with a score of 999. From
                                                                                                                        the score list of Chinese optical devices, it can be clearly
                   basic competitiveness scale competitiveness efficiency competitiveness growth competitiveness  seen that high ranking enterprises account for the majority,
                                                                                                                        and the overall competitiveness scores of enterprises
    
                                                                                                                        do not differ significantly. This also reflects that various
                                                                                                                  enterprises in the field of optical devices have achieved

                                                                                                                  impressive results in 2025.
                                                                                                                        Overall, in 2025, the situation for industry enterprises is

                                                                                                                  one of challenges and opportunities coexisting. The rapid
                                                                                                                        development of the communication industry is forcing an
     YOFC         HTGD  ZTT FiberHome  TONHDING  ETERN  SDGI Tongguang FUTONG Nanfang                            industry reshuffle. On the other hand, it is also promoting
                                                                                                                        industry enterprises to continuously move forward to
                                                                                                                 “new”. Whether enterprises can break through the barriers

significant market share globally, and further demonstrates                                                             in the process of industry upgrading and transformation,
that the industrial structure of China's optical fiber and                                                              and move towards a better tomorrow still needs time to
cable industry has become mature.
                                                                                                                        verify.

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