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海底布线系统 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029 年）

Submarine Cabling Systems - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 129 Pages | 商品交期: 2-3个工作天内

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简介目录

海底布线系统市场规模预计到2024年为135亿美元，预计2029年将达到219.3亿美元，在预测期内（2024-2029年）CAGR为10.20%。

海底布线系统 - 市场

主要亮点

  • 海底电缆系统通常利用光纤电缆来传输资料和电力。这些系统铺设在海底，连接不同地点的电缆登陆站（CLS），在广阔的海洋上传输电信和电力讯号。海底布线系统在世界各国之间提供高度可靠、安全和高容量的电信连结。
  • 推动海底布线系统市场成长的主要因素之一是高速网路基础设施投资的增加。此外，全球资料生成和传输的持续扩展预计将显着促进市场成长。因此，预计许多网路骨干业者将在整个预测期内投资海底布线系统市场。
  • 随着发展中国家网路存取的扩展，下一阶段的网路改进可能会集中在全球新兴市场。因此，包括政府实体在内的许多企业都将海底布线系统市场视为利润丰厚的前景。此外，行动宽频采用率的快速成长极大地促进了产业成长。
  • 此外，由于多种因素，包括可支配收入的增加、5G的引入以及电信基础设施的进步，全球对智慧型手机的需求一直在增长。爱立信报告称，2021 年全球智慧型手机用户数量为 62.6 亿，预计到 2027 年将达到 76.9 亿。预计这些趋势仍将是研究市场成长的关键驱动力。
  • 海底电缆对全球经济和电信至关重要，其运作环境越来越容易受到地缘政治、物理和网路威胁，包括民族国家的破坏和间谍活动。据官方消息称，海底通讯电缆日益成为网路威胁行为者的目标，其事件可能造成全球网路严重中断，进一步影响研究市场的成长。
  • 在新冠肺炎 (COVID-19) 疫情期间，由于封锁，大量房主开始使用自动机器人等先进电子设备，对老年家庭成员进行无接触清洁和家庭护理，从而增加了网路消费。这场大流行也导致更广泛人群的消费模式发生重大变化，使他们比以往任何时候都对新技术更加开放。这项转变预计将推动后疫情时期海底电缆网路的投资。

海底布线系统市场趋势

干燥植物产品推动市场成长

  • 干电站包括陆地上的海底电缆网路段，从海滩沙井延伸至电缆登陆站。这包括供电设备 (PFE)、海底线路终端设备、网路管理系统和陆地电缆段。
  • 为了满足客户对宽频服务和增强网路效能的需求，全球电信流量正在迅速成长。例如，根据国际电信联盟的数据，2022 年欧洲每 100 名居民的固定宽频用户数为 35.4 人，美洲为 25.4 人。因此，对海底电信系统的需求正在稳步增长，不仅是为了建造新的电缆系统，而且是为了增加现有电缆系统的容量。多家公司正在开发利用光学技术的海底线路终端设备（SLTE），以满足这种不断增长的需求。
  • 例如，2023 年 10 月，Google Equiano 电缆的圣赫勒拿分支启用，代表该岛首次透过高速海底光缆连接到网路。到2023年6月，此电缆海底线路终端设备的安装和整合已经完成，促使当地陆地光纤网路的工作开始。
  • 陆地电缆段将海底线路终端连接到电缆登陆站的供电设备和其他系统。网路管理系统作为统一平台管理海缆系统中的所有设备，在日常维护和运作期间监控湿厂、馈电设备（PFE）、开放式电缆接入设备（OCAE）和网路运作。
  • 干燥植物产品通常经过精心设计，能够承受恶劣的海岸环境条件，包括强风、盐雾和极端温度。他们的设计优先考虑高可靠性，因为干电站的任何中断都可能导致整个海底电缆系统的服务中断。

跨太平洋航线将占据重要市场份额

  • 在跨太平洋地区，第一个跨太平洋海底电缆系统（TPC-1（Trans-Pacific Cable 1））于 1960 年代投入营运。它是一条海底同轴电缆，最初只有 128 条电话线路容量，透过夏威夷连接日本、关岛、夏威夷和美国大陆。此后，大量跨太平洋海底电缆系统不断建设，显着扩大了该地区的容量。
  • 海底电缆处理全球 97% 以上的网路流量，反映出日常任务普遍依赖网路。网路连结全球人们的能力导致国际流量持续成长。亚太地区贡献了全球约一半的网路流量，推动了对海底通讯电缆的需求。该地区某些国家缺乏这些系统，刺激了跨太平洋地区对更快互联网服务的需求，从而促使世界银行和亚洲开发银行等组织为新的电缆系统提供资金。
  • 2022 年 7 月，NTT Ltd Japan Corporation、三井物产、PC Landing Corp. 和 JA Mitsui Leasing, Ltd. 宣布成立一家新公司 Seren Juno Network（“Seren”），旨在建设和运营“JUNO”连接日本和美国的最广泛的跨太平洋海底电缆系统。
  • 此外，2022年8月，NEC公司透露，Seren Juno Network已选择他们建造跨太平洋海底光缆“JUNO电缆系统”，连接美国加州与日本千叶县和三重县。这条电缆全长超过 10,000 公里，预计将于 2024 年完工。
  • 该地区的主要国家，包括日本和澳洲等，认为海底电缆系统对其经济成长至关重要，并正在增加对海底电缆网路的投资，从而在所研究的市场中创造机会。例如，2023 年 7 月，日本政府宣布了扩大数位基础设施发展基金的计划，以扩大连接日本与世界其他地区的海底电缆网路。

海底布线系统产业概述

海底电缆系统市场拥有众多主要参与者，包括 NTT Communications Corporation、Nexans SA、Fujitsu Ltd、NEC Corporation 和 Alcatel Submarine Network。这些公司参与合资企业、长期合作伙伴关係以及併购等策略性倡议，以促进收入成长并扩大其全球影响力。

2023年10月，NEC公司标誌着印尼Patara-2海底电缆网路的竣工和启用。该网路由该国最大的数位电信供应商 PT Telkom Indonesia 拥有，是推进印尼各岛屿数位化工作的关键一步。

同样，谷歌有限责任公司在同月透露了南太平洋连接计划的计划。这项措施需要实施两条新的跨太平洋海底电缆——Honomoana 和 Tabua。这些电缆旨在显着提高整个太平洋地区数位连接的可靠性和弹性。

额外的好处：

  • Excel 格式的市场估算 (ME) 表
  • 3 个月的分析师支持

目录

第 1 章：简介

  • 研究假设和市场定义
  • 研究范围

第 2 章：研究方法

第 3 章：执行摘要

第 4 章：市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 买家的议价能力
    • 供应商的议价能力
    • 新进入者的威胁
    • 替代产品的威胁
    • 竞争程度
  • 产业价值链分析
  • 宏观趋势对产业的影响

第 5 章：市场动态

  • 市场驱动因素
    • 内容供应商对网路频宽的需求不断增加
    • 增加新兴地区的海底电缆连接
    • 离岸风电场投资不断增加
  • 市场限制
    • 资料隐私和本地化计划
    • 地缘政治紧张局势限制了项目

第 6 章：市场细分

  • 按类型
    • 干燥植物产品
    • 湿植物产品
  • 依所有权类型
    • 多重所有製
    • 单一所有权制度
    • 多边开发银行
  • 按地理
    • 跨太平洋
    • 跨大西洋
    • 美国 - 拉丁美洲
    • 亚洲内部
    • 欧洲 - 亚洲
    • 欧洲 - 撒哈拉以南非洲

第 7 章：竞争格局

  • 公司简介
    • Alcatel Submarine Networks
    • NEC Corporation
    • Nexans SA
    • Fujitsu Ltd
    • NTT Communications Corporation
    • Google LLC
    • SubCom LLC
    • Sumitomo Electronics Industries Ltd
    • JDR Cable Systems LLC
    • PT Communication Cable System Indonesia Tbk

第 8 章：投资分析

第 9 章：市场的未来前景

简介目录
Product Code: 93337

The Submarine Cabling Systems Market size is estimated at USD 13.5 billion in 2024, and is expected to reach USD 21.93 billion by 2029, growing at a CAGR of 10.20% during the forecast period (2024-2029).

Submarine Cabling Systems - Market

Key Highlights

  • Submarine cable systems typically utilize optical fiber cables for transmitting both data and power. These systems are laid on the seabed, connecting cable landing stations (CLS) at different locations to carry telecommunication and power signals across vast expanses of the ocean. Submarine cabling systems offer highly reliable, secure, and high-capacity telecommunication links between countries worldwide.
  • One primary factor driving the growth of the submarine cabling system market is the increased investment in high-speed internet infrastructure. Additionally, the continuous expansion in data generation and transmission globally is anticipated to significantly boost market growth. Consequently, numerous internet backbone operators are expected to invest in the submarine cabling system market throughout the forecast period.
  • As Internet access expands in developing countries, the next phase of network improvement may focus on emerging markets worldwide. Consequently, many businesses, including government entities, perceive the submarine cabling system market as a lucrative prospect. Moreover, the rapid increase in mobile broadband adoption significantly contributes to industry growth.
  • Furthermore, the global demand for smartphones has been on the rise due to various factors, including increasing disposable income, the introduction of 5G, and telecom infrastructure advancements. Ericsson reports that the global number of smartphone subscribers was 6.26 billion in 2021, predicted to reach 7.69 billion in 2027. These trends are expected to remain key drivers of the studied market's growth.
  • Submarine cables, crucial to the global economy and telecommunications, operate in an environment increasingly exposed to geopolitical, physical, and cyber threats, including nation-state sabotage and spying. According to official sources, submarine communication cables are a growing target for cyber-threat actors, with incidents capable of causing substantial global internet disruption, further impacting the studied market's growth.
  • During the COVID-19 period, a significant number of homeowners began implementing advanced electronic devices, such as autonomous robots, for contact-free cleaning and home care of elderly family members due to lockdowns, subsequently increasing internet consumption. The pandemic also led to a significant change in consumption patterns among broader populations, making them more open than ever to new technologies. This shift is expected to drive investments in the subsea cable network in the post-COVID period.

Submarine Cabling Systems Market Trends

Dry Plant Products to Drive the Market's Growth

  • The dry plant comprises the subsea cable network segment on land, extending from the beach manhole to the cable landing station. This encompasses power feeding equipment (PFE), submarine line terminal equipment, network management systems, and land cable segments.
  • Global telecommunications traffic is rapidly expanding in response to customer demands for broadband services and enhanced network performance. For instance, according to ITU, the number of fixed broadband subscriptions per 100 inhabitants was 35.4 in Europe in 2022 and 25.4 in the Americas. Consequently, the demand for submarine telecommunication systems is steadily increasing, not only for constructing new cable systems but also for augmenting the capacity of existing ones. Several companies are developing Submarine Line Terminal Equipment (SLTE) utilizing optical technologies to meet this rising demand.
  • For instance, in October 2023, the Saint Helena branch of the Google Equiano cable was activated, representing the island's inaugural connection to the internet through high-speed subsea fiber optic cables. By June 2023, the installation and integration of the cable's Submarine Line Terminal Equipment had concluded, prompting the commencement of work on the local terrestrial fiber optic network.
  • The land cable segments link the submarine line terminals to the power-feeding equipment and other systems at the cable landing station. The Network Management System serves as the unified platform managing all equipment in the submarine cable system, overseeing the wet plant, Power Feeding Equipment (PFE), Open Cable Access Equipment (OCAE), and network operations during routine maintenance and operation.
  • Dry plant products are typically engineered to withstand harsh coastal environmental conditions, including high winds, salt spray, and extreme temperatures. Their design prioritizes high reliability, as any disruption to the dry plant can result in a service outage for the entire submarine cable system.

Trans-Pacific to Hold a Significant Market Share

  • In the transpacific region, the first Trans-Pacific submarine cable system (TPC-1 (Trans-Pacific Cable 1)) operated during the 1960s. It was a submarine coaxial cable that began with a modest 128-phone line capacity, linking Japan, Guam, Hawaii, and the mainland United States via Hawaii. Since then, numerous transpacific submarine cable systems have continuously been constructed, significantly expanding the region's capacity.
  • Submarine cables handle over 97% of global Internet traffic, reflecting the widespread reliance on the Internet for daily tasks. The Internet's capability to connect people globally has led to a continuous rise in international traffic. The Asia Pacific region contributes approximately half of the world's internet traffic, driving the demand for submarine communication cables. The lack of these systems in certain countries within this region has spurred the need for faster internet services in the Transpacific region, prompting funding from organizations like the World Bank and the Asia Development Bank for new cable systems.
  • In July 2022, NTT Ltd Japan Corporation, Mitsui & Co. Ltd, PC Landing Corp., and JA Mitsui Leasing, Ltd. announced the formation of a new company, Seren Juno Network Co., Ltd. ("Seren"), established to construct and operate "JUNO," the most extensive trans-Pacific submarine cable system linking Japan and the United States.
  • Moreover, in August 2022, NEC Corporation revealed that Seren Juno Network had selected them to build the trans-Pacific subsea fiber-optic cable, the "JUNO Cable System," connecting California in the United States with Chiba and Mie prefectures in Japan. This cable, spanning over 10,000 km, is projected to be completed by 2024.
  • Key countries in the region, including Japan and Australia, among others, consider submarine cabling systems vital for their economic growth and are intensifying their investments in submarine cable networks, creating opportunities in the studied market. For instance, in July 2023, the Japanese government unveiled plans to augment the Digital Infrastructure Development Fund to expand the submarine cable networks linking Japan with the rest of the world.

Submarine Cabling Systems Industry Overview

The submarine cable systems market features various key players, including NTT Communications Corporation, Nexans SA, Fujitsu Ltd, NEC Corporation, and Alcatel Submarine Networks. These companies engage in collaborative ventures, long-term partnerships, and strategic initiatives like mergers and acquisitions to bolster revenue growth and expand their global presence.

In October 2023, NEC Corporation marked the completion and activation of the Patara-2 submarine cable network in Indonesia. This network, owned by PT Telkom Indonesia, the country's largest digital telecommunications provider, stands as a pivotal step in advancing digitization efforts across Indonesia's diverse islands.

Similarly, Google LLC revealed plans for the South Pacific Connect initiative during the same month. This initiative entails the implementation of two new transpacific subsea cables-Honomoana and Tabua. These cables aim to significantly enhance the reliability and resilience of digital connectivity across the Pacific region.

Additional Benefits:

  • The market estimate (ME) sheet in Excel format
  • 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

  • 1.1 Study Assumptions and Market Definition
  • 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET INSIGHTS

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter's Five Forces Analysis
    • 4.2.1 Bargaining Power of Buyers
    • 4.2.2 Bargaining Power of Suppliers
    • 4.2.3 Threat of New Entrants
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Degree of Competition
  • 4.3 Industry Value Chain Analysis
  • 4.4 Impact of Macro-trends on the Industry

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Demand for Internet Bandwidth from Content Providers
    • 5.1.2 Increasing Submarine Cable Connectivity in Emerging Regions
    • 5.1.3 Growing Investments in Offshore Wind Farms
  • 5.2 Market Restraints
    • 5.2.1 Data Privacy and Localization Initiatives
    • 5.2.2 Geopolitical Tensions Limiting Projects

6 MARKET SEGMENTATION

  • 6.1 By Type
    • 6.1.1 Dry Plant Products
    • 6.1.2 Wet Plant Products
  • 6.2 By Ownership Type
    • 6.2.1 Multiple Ownership System
    • 6.2.2 Single Ownership System
    • 6.2.3 Multilateral Development Banks
  • 6.3 By Geography
    • 6.3.1 Trans - Pacific
    • 6.3.2 Trans - Atlantic
    • 6.3.3 US - Latin America
    • 6.3.4 Intra Asia
    • 6.3.5 Europe - Asia
    • 6.3.6 Europe - Sub-Saharan Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Alcatel Submarine Networks
    • 7.1.2 NEC Corporation
    • 7.1.3 Nexans SA
    • 7.1.4 Fujitsu Ltd
    • 7.1.5 NTT Communications Corporation
    • 7.1.6 Google LLC
    • 7.1.7 SubCom LLC
    • 7.1.8 Sumitomo Electronics Industries Ltd
    • 7.1.9 JDR Cable Systems LLC
    • 7.1.10 PT Communication Cable System Indonesia Tbk

8 INVESTMENT ANALYSIS

9 FUTURE OUTLOOK OF THE MARKET