Page 39 - Market Analysis Report of Optical Communications Field in China & Global market 2025

of going out, providing policy support and convenience for
enterprises to expand overseas markets. In recent years, China's
major optical fiber and cable companies begun to accelerate
their global layout and seek growth opportunities.
In the first half of 2025, China's major optical fiber and cable
companies exported about 76.2 million cores of optical fiber
throughout the year, with Europe being the main export region,
followed by Asia and South America, with export scales of
about 23.83 million cores, 15.5 million cores, and 12.4 million
cores respectively. The total export scale to North America was
about 8.92 million cores, Africa about 8.35 million cores, and
the Middle East about 7.2 million cores. Compared with the
same period in 2024, the total export scale increased by 35.44%.
Figure 3 Figure5 Proportion of export regions of
optical fiber and cable of major Chinese optical cable
enterprises in 2025
Data source: Table of data exchange on the overseas market of
major Chinese optical fiber cable companies in 2025, organized and
drawn by the Network Telecommunication Research Institute.
However, due to macroeconomic fluctuations, geopolitical
impacts, and high interest rates, the road to export for Chinese
optical fiber cable companies is not always successful. Trade
protectionism measures, increased uncertainties in global politics
and economy, and a short-term decline in foreign demand all
affect the effectiveness of the companies' export sales.
Increased demand for new optical fiber and cables accelerated
innovation and transformation of the industry. With the domestic
digital economy and network construction entering a new stage
of high-quality development, large-capacity, long-distance, and
low-latency optical transmission technologies are widely used,
and the infrastructure construction of generative AI computing
power networks needs new fiber support. The market demand
for G.654.E fiber, which has a large effective area and low
attenuation coefficient, is used for the upgrade of communication
backbone networks and long-distance interconnection of data
centers, and for multi-core, few-mode, and other space-division
multiplexing fibers that can further improve transmission
capacity to grow. However, the supply of high-end, multi-
mode fibers used inside high-performance computing data
centers is in short supply, and the research and development
as well as industrialization of hollow fibers that can achieve
future ultra-high-speed optical transmission are accelerating.
In overseas markets, there is still a large construction space for
communication networks, and the demand for optical cables is
expected to recover first, while the demand for new fibers related
to computing power networks will also be continuously released.
3. Global optical transport market
Among the top 10 most competitive companies in global optical
transport and network access equipment in 2025, 10 enterprises
are from 6 countries, including the United States (CIENA),
China (Huawei, ZTE, FiberHome), Japan (NEC, Sumitomo,
Fujitsu), Finland (Nokia), Sweden (Ericsson), and Germany
(ADVA). Chinese company Huawei ranked the first, with a
global market of 21.63% in optical transport and network access
equipment, while Nokia, ZTE, CIENA, and FiberHome ranked
top five with shares of 8.07%, 10.16%, 12.45%, and 7.94%
respectively. For more details of the global market share of
optical transport and network access equipment, see the figure below.
Figure 4 Market Share of Enterprises in the Global
Optical Transmission and Network Access Equipment
Field
Data source:Compiled and drawn by the Network
Telecommunication Research Institute
In the Chinese optical transport equipment market, the industry
scale continues to expand, and the competitive landscape of
enterprises is relatively stable. According to the list of the 10
most competitive Chinese companies in the field of optical
transport and network access equipment in 2025, Huawei, ZTE,
FiberHome, CIG, TIANYI, RAISECOM, SDGI, GW Delight,
Huahuan, and Chuling are ranked in the top ten.
4. Global optical devices market
With the rapid development of AI technology, the demand for
computing power is exploding, and the demand for data centers
and network bandwidth is increasing dramatically, driving the
continuous expansion and upgrading of large data centers. At
the same time, with the popularization ofAR and VR technology, new
application scenarios such as the metaverse have put forward higher
requirements for communication bandwidth. As the core to achieve
high-speed, low-latency data transmission, optical communication
components will play an important role in these new application
scenarios. The optical device industry is facing unprecedented
development opportunities. According to the forecast released by
Omdia, a market research institution in the industry, the optical
device market will continue to show a strong upward trend. It is
expected that by 2029, the global optical device market will reach
$52 billion, with an annual compound growth rate of 11%.
continuing to page 33 37