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市场调查报告书
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1444810

光传输网路 - 市场占有率分析、产业趋势与统计、成长预测（2024 - 2029）

Optical Transport Network - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 142 Pages | 商品交期: 2-3个工作天内

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简介目录

2024年光传输网路市场规模预计为249.1亿美元，预计到2029年将达到373亿美元，在预测期内（2024-2029年）CAGR为8.41%。

光传输网路-市场

家庭和工作中网路使用者的快速成长创造了新的网路频宽需求。线上游戏、社交网路、视讯会议和其他即时串流活动的日益普及预计将推动所研究市场的需求。光传输网路市场成长的关键原因之一是它提供无缝资料传输，同时最大限度地减少延迟。

主要亮点

  • 此外，云端的持续扩展、资料中心容量的增加以及5G的快速部署正在推动网路流量和对网路容量的需求不断增加，这将为所研究的市场创造显着的成长机会。例如，爱立信表示，2021 年至 2025 年间，全球 5G 用户预计将增加，从超过 1,200 万增加到超过 30 亿。预计东北亚、东南亚、印度、尼泊尔和不丹的订阅量最高。
  • 随着城市数位化、智慧化，通讯已成为继水、电、气、交通后的第五大基础设施网路。数位技术和产业的扩张决定了城市​​的智慧程度。支援它们的通讯网路已成为城市运营和提供服务的重要方面。因此，全球超过 150 个政府宣布了光纤政策或网路倡议，承诺向公众免费提供网路基础设施。各国政府正在提供税收减免或补贴，以加速骨干网路建设，扩大网路覆盖范围，缩小数位鸿沟，促进国家经济发展。
  • 例如，根据美中经济与安全审查委员会的数据，到2023年，中国政府在智慧城市计画上的支出将达到389.2亿美元。智慧城市的此类发展将增加对光传输网路解决方案的需求。
  • 网路设备安装和维护的初始投资较高，预计将阻碍全球 OTN 市场的扩张。此外，包括40G到100G在内的现代技术可以加快资料流量和资料传输的处理速度；然而，这些技术价格昂贵。大量的资本投资导致投资回收期延长。客户经常以非常低的价格将这些项目提供给供应商，儘管它们的部署需要数年时间，特别是在电信业。因此，建立 OTA 所需的巨额初始支出预计将抑制全球 OTN 设备市场的发展。
  • 由于为了控制新冠肺炎 (COVID-19) 的传播而实施了行动限制，经合组织估计的 13 亿公民中有越来越多的人在家工作和学习。七国集团和二十国集团等重要的国际政策协调都是透过各种平台在线上进行的。固定和行动宽频业者、内容和云端供应商以及网路网路连线交换流量的地方（称为网际网路交换点 (IXP)）的网路流量比疫情爆发前增加了 60%。这些变数影响了疫情期间和之后的光传送网路市场。

光传输网路市场趋势

IT 和电信业将推动市场发展

  • 住宅和商业消费者对频宽不断增长的需求是 OTN 的主要推动力。对储存在云端中的个人资讯、线上游戏、线上购物、长距离保持连线、社交网路、视讯会议和其他因素的需求不断增长，都促进了住宅网路使用的增加。这些应用程式需要通讯和服务提供者增加网路频宽。
  • 例如，根据 DataReportal 的数据，到 2022 年初，全球网路使用者已增至 49.5 亿，网路普及率目前占全球总人口的 62.5%。此外，每天大约创建 1.134 兆 MB 的资料。这些数字本身表明全球资料使用量不断增加，这需要 OTN 等快速可靠的资料网路。
  • 此外，根据高速互联网、资料中心和云端服务独立目录 CloudScene 的数据，截至 2022 年 1 月，美国有 2,701 个资料中心，德国有 487 个资料中心。中国拥有443个资料中心，而英国拥有456个，位居第三。全球共有 6,334 个资料中心，而且还在不断增加，而且新的资料中心正在迅速建置。
  • 由于电子商务、行动和网路银行、线上政府服务、工业自动化、物联网 (IoT)、公用事业网路和其他相关技术的兴起，服务提供者面临商业客户的高容量需求。
  • 纵观互联网使用及其在 IT 和电信行业中应用的不断增长，随着全球资料和互联网需求的增加，对 OTN 的需求将继续蓬勃发展。

亚太地区成长最快

  • 根据 Internet World Stats 的数据，截至 2021 年 6 月，亚太地区人口占人类总人口的 54.94%，平均网路普及率为 64.1%。中国和印度是亚洲用户份额最大的两个国家，分别占亚洲网路用户总数的35.7%和27.3%。因此，这两个国家是所研究市场的潜在市场领导者。
  • 2021年，中国物联网设备数量将突破20亿台。中国也公布了2025年机器人和智慧製造的规划。根据规划，到2025年，中国70%以上的大型企业数位化，更多全国将建设500多个示范生产基地。这项战略措施预计将增加该地区 OTN 解决方案的需求和潜在成长。
  • 随着人工智慧、5G、物联网、虚拟实境等新技术的快速发展以及这些新技术的商业应用，资料处理和资讯互动的需求不断增长，预计将加快我国资料中心的建设。并带动行业爆发式增长。据 Cloud Scene 称，资料中心的一些顶级市场包括中国、日本、澳洲、印度和新加坡。
  • 此外，2022 年 3 月，三菱电机公司宣布将开始交付用于第五代 (5G) 行动基地台光纤通讯的 50Gbps 分散式回馈 (DFB) 雷射二极体样品。这种新型二极体满足所有基本的光收发器要求，并且具有适合 5G 行动网路中高速、大容量资料传输的工作温度范围。

光传送网产业概况

由于企业数量众多，光传送网市场的竞争格局呈现分散化。该市场的一些主要参与者包括富士通、华为、思科和中兴通讯公司等。该行业的参与者不断致力于开发新的产品组合。他们试图透过併购、合作和不断创新来获得竞争优势。

2022年7月，NEC透过在国内公司债市场公开发行的方式发行了日本首隻具有三个期限的永续发展相关债券。此次债券发行是NEC利用融资来证明其对其重大问题之一「特别关注气候变迁（脱碳）的环境行动」的承诺的一个例子。这些基于SDGs的融资措施是NEC集团的「宗旨」付诸行动。它们使 NEC 能够与各个利害关係人就其永续发展管理措施进行对话和共同创造。

2022年6月，全球领先的企业和消费者行动互联网技术解决方案供应商中兴通讯联合土耳其第四大城市布尔萨创建了第一个支援12THz超宽频谱的商用光传输网路（OTN）。特克塞尔。 Turkcell选择建置先进的城域WDM（波分复用）网络，是因为5G网路需要数倍于4G网路的容量才能适应5G网路流量的大幅成长。

2022年6月，在华为光创新论坛上，华为宣布了光传送网路的新愿景。这个新愿景的核心是向边缘节点提供光传输网路（OTN），以提供无处不在的优质连接并建立环保且简单的光网络，帮助营运商实现财务成功。

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
    • 新进入者的威胁
    • 买家的议价能力
    • 供应商的议价能力
    • 替代产品的威胁
    • 竞争激烈程度
  • 产业价值链分析
  • 评估 COVID-19 对市场的影响

第 5 章：市场动态

  • 市场驱动因素
    • 随着高速网路需求的增加，网路渗透率不断提高
    • OTN解决方案提供者的技术创新
  • 市场挑战
    • 初始投资高

第 6 章：市场细分

  • 依技术
    • 波分复用
    • 密集波分复用
    • 其他技术
  • 透过提供
    • 服务
      • 网路维护与支援
      • 网路设计
    • 成分
      • 光传输
      • 光开关
      • 光学平台
  • 按最终用户垂直领域
    • 资讯科技和电信
    • 卫生保健
    • 政府
    • 其他最终用户垂直领域
  • 按地理
    • 北美洲
    • 欧洲
    • 亚太地区
    • 世界其他地区

第 7 章：竞争格局

  • 公司简介
    • Nokia Corporation
    • Ciena Corporation
    • Cisco Systems Incorporation
    • Huawei Technologies Co. Ltd
    • ZTE Corporation
    • Fujitsu Ltd
    • Infinera Corporation
    • Telefonaktiebolaget LM Ericsson
    • NEC Corporation
    • Yokogawa Electric Corporation

第 8 章：投资分析

第 9 章：市场机会与未来趋势

简介目录
Product Code: 57039

The Optical Transport Network Market size is estimated at USD 24.91 billion in 2024, and is expected to reach USD 37.30 billion by 2029, growing at a CAGR of 8.41% during the forecast period (2024-2029).

Optical Transport Network - Market

The rapid increase in internet users at home and work has created a new network bandwidth demand. The increased popularity of online games, social networking, video conferencing, and other real-time streaming activities are expected to drive the demand for the market studied. One of the critical reasons for the optical transport network market's growth is that it delivers seamless data transfer while minimizing latency.

Key Highlights

  • Further, the continuing expansion of the cloud, the increase of data center capacity, and the quick deployment of 5G are driving network traffic and increasing demand for network capacity, which would significantly create an opportunity for the market studied to grow. For instance, according to Ericsson, 5G subscriptions are expected to increase globally between 2021 and 2025, rising from over 12 million to over 3 billion. Subscriptions are predicted to be highest in Northeast Asia, Southeast Asia, India, Nepal, and Bhutan.
  • As cities become digital and smart, communication has become the fifth primary infrastructure network after water, electricity, gas, and transportation. The expansion of digital technologies and industries dictates how smart cities can be. The communications networks that support them have become an essential aspect of how cities may operate and offer services. As a result, more than 150 governments worldwide have announced fiber policies or internet initiatives, promising to make network infrastructure freely available to the public. Governments are providing tax breaks or subsidies to accelerate the construction of backbone networks, enhance network coverage, bridge the digital gap, and boost national economic development.
  • For instance, according to the US-China Economic and Security Review Commission, government spending on smart city initiatives in China will reach USD 38.92 billion in 2023. Such developments in smart cities would increase the demand for optical transfer network solutions.
  • The high initial investment in network equipment installation and maintenance is projected to hinder the expansion of the global OTN market. Furthermore, modern technologies, including 40G to 100G, can expedite handling data traffic and data transfer; however, these technologies are expensive. The significant capital investment leads to an extended payback period for the investment. Customers frequently give these projects to suppliers at a very low price, although their deployment takes years, notably in the telecom industry. As a result, the significant initial expenditure necessary to establish OTAs is expected to stifle worldwide market development for OTN equipment.
  • As mobility limitations were imposed to control the spread of COVID-19, an increasing number of the OECD's estimated 1.3 billion citizens were working and learning from home. Critical international policy coordination, such as the G7 and G20, occurred online through various platforms. Fixed and mobile broadband operators, content and cloud providers, and places where internet networks join to exchange traffic, known as Internet exchange points (IXPs), are seeing up to 60% more Internet traffic than before the outbreak. These variables influenced the optical transport network market during and after the pandemic.

Optical Transport Network Market Trends

IT and Telecom Sector to Drive the Market

  • The rising demand for bandwidth from residential and commercial consumers is the main motivator for OTN. The increasing need for personal information stored in the cloud, online gaming, online shopping, staying connected over long distances, social networking, video conferencing, and other factors have all contributed to an increase in residential internet use. These applications demand increased network bandwidth from communications and service providers.
  • For instance, according to DataReportal, Global internet users have climbed to 4.95 billion at the start of 2022, with internet penetration now standing at 62.5 percent of the world's total population. Moreover, there is approximately 1.134 Trillion MB of data created each day. These numbers themselves project the rising amount of data usage worldwide, which requires fast and reliable data networks like OTN.
  • Additionally, according to CloudScene, an independent directory of high-speed internet, data centers, and cloud services, as of January 2022, there were 2,701 data centers in the United States and 487 more in Germany. China had 443 data centers, while the United Kingdom had 456, placing it third among all nations. In total, there were 6,334 data centers worldwide and counting, as new data centers are being constructed rapidly.
  • Due to the rise in e-commerce, mobile and internet banking, online government services, industrial automation, Internet of Things (IoT), utility networking, and other related technologies, service providers are facing high-capacity demand from their commercial customers.
  • Looking at the increasing pace of internet usage and its application in the IT and Telecommunication industry, the demand for OTN will continue to thrive as the demand for data and the internet increases globally.

Asia-Pacific to Witness Fastest Growth

  • According to Internet World Stats, the population of the Asia-Pacific region is 54.94% of total mankind, with average internet penetration of 64.1% as of June 2021. The two countries that constitute the significant user share in Asia is China and India, with 35.7% and 27.3% of the total internet user in Asia. Thus, these two countries are potential market leaders in the market studied.
  • The number of IoT devices in China crossed 2 billion in 2021. It has also unveiled plans for robotics and smart manufacturing by 2025. As per the plan, by 2025, more than 70% of large-scale Chinese enterprises should be digitalized, and more than 500 demonstration manufacturing facilities will be built nationwide. Such a strategic measure is expected to increase the demand and potential growth of OTN solutions in the region.
  • With the rapid development of AI, 5G, the internet of things, virtual reality, and the commercial application of these new technologies, the demand for data processing and information interaction is growing, which is expected to speed up the construction of data centers in the region and lead to the explosive growth of the industry. According to Cloud Scene, some of the top markets in data centers include China, Japan, Australia, India, and Singapore.
  • Furthermore, in March 2022, Mitsubishi Electric Corporation announced that it would begin shipping samples of its 50Gbps distributed-feedback (DFB) laser diode for optical-fiber communication in fifth-generation (5G) mobile base stations. The novel diode meets all essential optical-transceiver requirements and has an operating temperature range for high-speed, large-capacity data transmission in 5G mobile networks.

Optical Transport Network Industry Overview

The competitive landscape of the optical transport network market is fragmented because of the presence of a large number of companies. Some key players in this market are Fujitsu, Huawei, Cisco, and ZTE Corporation, among others. The players in this industry are constantly working on developing new product portfolios. They are trying to gain a competitive advantage with mergers and acquisitions, partnerships, and constant innovations.

In July 2022, NEC issued Japan's first sustainability-linked bond with three maturities through a public offering in the domestic corporate bond market. The bond issuance is an example of NEC using financing to demonstrate its commitment to one of its material issues, "environmental action with a particular focus on climate change (decarbonization)." These SDGs-based financing initiatives are the NEC Group's "Purpose" put into action. They allow NEC to dialogue and co-creation with various stakeholders about their sustainability management initiatives.

In June 2022, ZTE Corporation, a prominent global provider of enterprise and consumer technology solutions for mobile internet, created the first commercial Optical Transport Network (OTN) supporting 12THz ultra-wide frequency spectrum in Bursa, Turkey's fourth-largest city, in conjunction with Turkcell. Turkcell chose to build an advanced metro WDM (Wavelength Division Multiplexing) network because 5G networks require several times the capacity of 4G networks to accommodate the massive increase in 5G network traffic.

In June 2022, at the Huawei Optical Innovation Forum, Huawei announced its new vision for optical transport networks. This new vision is centered on delivering the optical transport network (OTN) to edge nodes to provide all-pervasive premium connectivity and construct eco-friendly and straightforward optical networks, assisting operators in achieving financial success.

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 INSIGHT

  • 4.1 Market Overview
  • 4.2 Industry Attractiveness - Porter Five Forces
    • 4.2.1 Threat of New Entrants
    • 4.2.2 Bargaining Power of Buyers
    • 4.2.3 Bargaining Power of Suppliers
    • 4.2.4 Threat of Substitute Products
    • 4.2.5 Intensity of Competitive Rivalry
  • 4.3 Industry Value Chain Analysis
  • 4.4 Assessment of the Impact of COVID-19 on the Market

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Increasing Internet Penetration with Demand for High-speed Internet
    • 5.1.2 Technological Innovations by OTN Solution Providers
  • 5.2 Market Challenges
    • 5.2.1 High Initial Investment

6 MARKET SEGMENTATION

  • 6.1 By Technology
    • 6.1.1 WDM
    • 6.1.2 DWDM
    • 6.1.3 Other Technologies
  • 6.2 By Offering
    • 6.2.1 Service
      • 6.2.1.1 Network Maintenance and Support
      • 6.2.1.2 Network Design
    • 6.2.2 Component
      • 6.2.2.1 Optical Transport
      • 6.2.2.2 Optical Switch
      • 6.2.2.3 Optical Platform
  • 6.3 By End-user Vertical
    • 6.3.1 IT and Telecom
    • 6.3.2 Healthcare
    • 6.3.3 Government
    • 6.3.4 Other End-user Verticals
  • 6.4 By Geography
    • 6.4.1 North America
    • 6.4.2 Europe
    • 6.4.3 Asia Pacific
    • 6.4.4 Rest of the World

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles
    • 7.1.1 Nokia Corporation
    • 7.1.2 Ciena Corporation
    • 7.1.3 Cisco Systems Incorporation
    • 7.1.4 Huawei Technologies Co. Ltd
    • 7.1.5 ZTE Corporation
    • 7.1.6 Fujitsu Ltd
    • 7.1.7 Infinera Corporation
    • 7.1.8 Telefonaktiebolaget LM Ericsson
    • 7.1.9 NEC Corporation
    • 7.1.10 Yokogawa Electric Corporation

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS