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市场调查报告书
商品编码
1524095

海底光缆：市场占有率分析、产业趋势与统计、成长预测（2024-2029）

Submarine Optical Fiber Cable - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2024 - 2029)
出版日期: | 出版商: Mordor Intelligence | 英文 167 Pages | 商品交期: 2-3个工作天内

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简介目录

海底光缆市场规模预计到2024年为47.8亿美元，预计到2029年将达到80.6亿美元，在预测期内（2024-2029年）复合年增长率为11.02%。

海底光缆市场

高速网路基础设施投资的增加是推动海底光缆市场成长的关键因素之一。全球范围内不断增加的大量资料的产生和传输是市场的主要驱动因素之一。因此，许多网路骨干业者将在预测期内投资海底光缆市场。

主要亮点

  • 全球离岸风力发电的成长预计将推动市场成长。全球风能理事会（GWEC）表示，美国是最大的离岸风力发电市场之一。然而，英国、德国、中国、日本和台湾等国家正大力投资发展离岸风力发电产业，为市场成长创造了有利的前景。
  • 随着全球资料使用量的快速增加，对低延迟、大容量通讯基础设施的需求不断增加。海底光缆已成为满足高容量、低延迟通讯基础设施需求的首选解决方案。
  • 与大多数公共产业使用的传统线路相比，光纤提供了更可靠、更快和更高频宽的资料传输模式。海底光纤网路透过人类头髮大小的玻璃纤维发送光脉衝来传输资料。当数位讯号通过光传输时，没有外界干扰，讯号损失减少。结果是远距资料传输网路更加可靠。此外，随着这些网路的发展，用户流量不断增加，因此需要建立标准化的光纤测试程序。
  • 与海底光缆相关的高维护成本正在推动海底光缆市场的成长，因为海底光缆的安装和维护需要大量的人力和物力，包括船舶、潜水员和安装设备。这意味着安装、维修和维护海底光缆的成本很高。
  • 全球经济的扩张直接影响了海底光连结的需求。随着经济的扩张，对高速网路连线的需求需要日益广泛的海底电缆网路。例如，根据世界银行估计，2023年北美GDP为32.32兆美元，预计2023年至2024年将成长1.5%，企业活动和海底光缆投资潜力预计将增加。

海底光缆市场趋势

智慧型手机的普及和对网路频宽日益增长的需求推动了市场

  • 近年来，智慧型手机产业经历了显着成长。数位技术的接受度和采用率不断提高、5G 的出现以及企业的行动优先方法是推动智慧型手机采用的关键因素。爱立信预计，全球智慧型手机用户数量预计将从 2022 年的 64.21 亿增加到 2028 年的 77.43 亿。
  • 此外，根据爱立信的数据，东北亚将拥有最多的智慧型手机用户（2022 年为 19.9 亿），其次是中国（15.7 亿）以及东南亚和大洋洲（9.1 亿）。所有这些因素都对所研究市场的成长产生正面影响。智慧型手机用户数量的不断增长将增加网路消费量和资料生成，从而推动对资料中心和其他数位基础设施的需求。高频宽连接是这些基础设施的关键要求。
  • 根据爱立信2023年11月发布的行动报告，全球每部智慧型手机的平均资料消费量预计将持续大幅飙升，从2023年的21GB/月增加到2029年的56GB/月。这些发展对网路频宽需求的成长产生了正面影响，进而推动了对海底光缆的需求。
  • 更大的频宽、超低延迟和更快的连接将扩展文明、彻底改变行业并从根本上改善日常体验。频宽需求通常每年都会显着增加。因此，更高频宽服务的趋势持续存在，推动了海底光缆市场的成长。
  • 例如，2024年1月，印度总理莫迪在拉克沙群岛的卡瓦花费了超过115亿印度卢比（1,388万美元），涉及水资源、医疗保健、技术、能源和教育等计划计划。
  • KLI-SOFC计划将提高网路速度并释放新的可能性和机会。专用的海底OFC将确保拉克沙威群岛通讯基础设施的模式转移，支援更快、更可靠的网路服务、教育计画、数位银行、远端医疗、电子化政府、数位货币利用、数位素养等，使其成为可能。
  • 这些新兴市场的开拓，加上智慧型手机的普及率不断提高，以及全球对可靠、低延迟和高速通讯基础设施的需求不断增长，预计将在预测期内推动市场成长。

跨太平洋地区预计将占据主要市场占有率

  • 海底电缆承载着全球 97% 以上的网路流量，几乎每个人都使用网路进行日常业务。由于网路能够连接世界各地的人们，国际流量每天都在增加。亚太地区约占全球网路流量的一半，对海底通讯电缆的需求不断增加。该地区国家的海底通讯电缆正在推动跨太平洋地区对更快互联网服务的需求，促使世界银行和亚洲开发银行资助新的电缆系统。
  • 据日本内务部称，到 2023 年，日本的 FTTH 合约将超过 3,800 万个。 1999年，FTTH引进日本市场，以相对较低的价格提供宽频、高速网路连线。
  • 根据美国和澳洲之间的联合协议，截至 2023 年 10 月，Alphabet（Google）营运海底电缆，为太平洋上至少 8 个孤立国家提供网路连线。该计划旨在扩大谷歌在该地区的现有业务活动。计划包括密克罗尼西亚、吉里巴斯、马绍尔群岛、巴布亚纽几内亚、所罗门群岛、东帝汶、吐瓦鲁和万那杜。
  • 2023年1月，英飞朗宣布部署英飞朗的ICE6 800G连贯光解决方案，以实现跨太平洋Unity海底电缆系统的现代化和扩展容量。透过升级到 Infinera 的 ICE6 解决方案，Unity 电缆系统的容量增加了一倍，每对光纤的传输速度高达 7.4Tbps。 Unity电缆系统由Bharti Airtel Limited、Global Transit Limited（TIME完全子公司）、Google、KDDI Corp.、Telstra和Singtel组成的联盟共同建造，于2010年4月推出。
  • 此外，据Corporate IT We 选择Cable LP 称，智利的Fondo de Infraestructura SA 已选择BW Digital 的子公司H2 作为开发Humboldt 电缆系统的战略合作伙伴，这是连接拉丁美洲与亚太和大洋洲的第一条海底电缆。 14,810 公里的洪堡电缆系统提供端对端连接。

海底光缆产业概况

海底光缆市场较为分散，主要企业包括阿尔卡特海底网路有限公司、富士通有限公司、Global Marine Group、HMN Technologies 和 IT International Telecom Inc.。市场上的供应商正在采取合作、合併、创新和收购等策略来增强其产品阵容并获得永续的竞争优势。

2023年9月，Orange宣布增加对海底电缆产业的投资，以维持电缆安装和维护技术的领先地位。建造一艘新的电缆船比改造现有的电缆船意味着更大的投资。但对 Orange 来说，这意味着船舶装备齐全，能够满足不断增长的全球连接需求，并且对环境的影响最小。 Sophie Germain 长 100 米，船体旨在降低燃油消费量，针对电缆维修进行了优化，并在模型坦克上进行了测试。最先进的 450kW ROV（远程操作车辆）将用于切割、检查和掩埋存放在船上专用机库中的电缆。

Orange Marine 自行设计和製造了这款 ROV。透过连接岸电，您可以减少停泊时的二氧化碳排放。 「CLEANSHIP」分级（控制检测冷媒气体外洩、特殊防污涂层、大容量废弃物储存等）环境足迹小，可减少20%的CO2排放，减少82%的氮氧化物排放。此外，Orange Marine 根据其在海底电缆运作方面的丰富经验定义了这些特征。

2023年9月，NEC使用新型中继器完成了海底光缆系统的远距现场试验，该中继器具有每秒800Gigabit（Gbps）的全球最高传输性能。这次破纪录的现场试验将使用NEC最新的海底光缆（*），该光缆隶属于印尼最大的通讯业者PT Telkom Indonesia（Persero）Tbk（Telkom），并使用印尼全球闸道（IGG）海底光缆*它是使用应答器“XF3200”进行的。在现场试验中，800Gbps 光讯号在 2,100 公里的距离上进行波长復用，这是有记录以来最长的距离。

其他福利：

  • Excel 格式的市场预测 (ME) 表
  • 3 个月分析师支持

目录

第一章简介

  • 研究假设和市场定义
  • 调查范围

第二章调查方法

第三章执行摘要

第四章市场洞察

  • 市场概况
  • 产业吸引力－波特五力分析
    • 供应商的议价能力
    • 买方议价能力
    • 新进入者的威胁
    • 替代品的威胁
    • 竞争程度
  • 产业价值链分析
  • 宏观趋势对产业的影响（包括COVID-19的影响）
  • 公司名单（业主、製造商、安装商）
  • 海底光缆名称列表

第五章市场动态

  • 市场驱动因素
    • 智慧型手机普及率和网路频宽需求增加
    • 新兴地区光纤连接的增加
  • 市场挑战
    • 维护成本上升，卫星通讯投资扩大

第六章 市场细分

  • 按地区
    • 跨太平洋
    • 跨大西洋横渡
    • 美国-拉丁美洲
    • 亚洲境内
    • 欧洲-亚洲
    • 欧洲-撒哈拉以南非洲

第七章 竞争格局

  • 公司简介
    • Alcatel Submarine Networks Ltd
    • Fujitsu Ltd
    • Global Marine Group
    • HMN Technologies Co., Ltd.
    • IT International Telecom Inc.
    • LS Cable & System Ltd
    • PT Communication Cable System Indonesia TBK
    • LS Cable & System Ltd
    • NEC Corporation
    • Nexans SA
    • NTT Communications Corporation
    • Orange Marine
    • Prysmian SPA
    • Pt Communication Cable System Indonesia TBK
    • SB Submarine Systems Co. Ltd（SBBS）
    • Subcom LLC
    • Sumitomo Electric Industries Ltd
    • Google LLC（Alphabet Inc.）

第八章投资分析

第九章 市场机会及未来趋势

简介目录
Product Code: 58012

The Submarine Optical Fiber Cable Market size is estimated at USD 4.78 billion in 2024, and is expected to reach USD 8.06 billion by 2029, growing at a CAGR of 11.02% during the forecast period (2024-2029).

Submarine Optical Fiber Cable - Market

Growing investment in high-speed internet infrastructure is one of the major factors driving the growth of the submarine optical fiber cable market. The continuous increase in the generation and transfer of vast amounts of data worldwide is one of the primary drivers of the market. Hence, many internet backbone operators will invest in the submarine optical fiber cable market during the forecast period.

Key Highlights

  • Global offshore wind power growth is expected to fuel market growth. The Global Wind Energy Council (GWEC) has stated that the United States is among the largest offshore wind markets. However, countries like the United Kingdom, Germany, China, Japan, and Taiwan are investing significantly in developing their offshore wind energy industry, creating a favorable scenario for market growth.
  • With the rapid growth of data usage worldwide, there is an increasing demand for low-latency, high-capacity communications infrastructure. Submarine under Sea Optical fiber cables have emerged as a preferred solution to address the need for high-capacity, low-latency communication infrastructure.
  • Fiber optics provide a more dependable, faster, and higher bandwidth mode of data transfer than traditional lines used by most utilities. Submarine Fiber optic networks send data by pulsing light via glass fiber strands approximately the size of human hair. When digital signals are sent via light, there is no external interference and reduced signal loss. This results in a more dependable data transmission network across vast distances. Furthermore, as these networks expand, user traffic continues to rise, necessitating the creation of standardized fiber testing procedures.
  • The higher maintenance cost associated with the submarine optical fiber cable is analyzed to restrain the submarine optical fiber cable market growth, as the laying and maintenance of submarine fiber optical cables require a massive amount of human and material resources, including ships, divers, laying equipment, etc. This translates to a high cost of laying, repairing, and maintaining submarine optical fiber cables.
  • The expansion of the world economy directly impacts the need for submerged optical connections. Expanding economies necessitate increasingly extensive undersea cable networks due to the need for high-speed internet connectivity. For instance, according to the World Bank estimate, the North American GDP, which was USD 32.32 trillion in 2023, is predicted to increase by 1.5% in 2023-24, suggesting that corporate activity and possible submarine optical fiber cable investments are projected to flourish.

Submarine Optical Fiber Cable Market Trends

Growing Smartphone Penetration and Increasing Demand for Internet Bandwidth to Drive the Market

  • The smartphone industry has witnessed significant growth in recent years. The growing acceptance and prevalence of digital technologies, the advent of 5G, and the mobile-first approach of businesses are among the major factors driving the adoption of smartphones. According to Ericsson, the global number of smartphone subscribers is expected to reach 7.743 billion in 2028 from 6.421 billion in 2022.
  • Furthermore, according to Ericsson, Northeast Asia was the leading region in terms of the number of smartphone subscribers (1.990 billion in 2022), followed by China (1.570 billion) and Southeast Asia and Oceania (910 million). All these factors positively contribute to the growth of the market studied, as a higher smartphone subscription positively impacts internet consumption and the amount of data being generated, which, in turn, drives the demand for data centers and other digital infrastructures wherein high bandwidth connectivity is a crucial requirement.
  • According to the Ericsson Mobility report released in November 2023, a continued strong surge in global average data consumption per smartphone is expected to increase from 21GB/month in 2023 to 56GB/month by 2029. Such developments have positively influenced the increased demand for internet bandwidth and, in turn, driven the demand for submarine optical fiber cable.
  • Increased bandwidth, ultra-low latency, and faster connectivity are expanding civilizations, revolutionizing industries, and radically improving day-to-day experiences. Bandwidth demands typically grow significantly every year. Hence, there is a constant trend toward higher bandwidth services and driving the growth of the submarine optical fiber cable market.
  • For instance, in January 2024, Indian Prime Minister Narendra Modi, in Kavaratti, Lakshadweep, inaugurated the Kochi-Lakshadweep islands submarine optical fiber connection (KLI-SOFC) project among various developmental projects worth more than INR 1,150 crore (USD 13.88 million) covering a wide range of sectors, including water resources, healthcare, technology, energy, and education.
  • The KLI-SOFC project will boost internet speed, unlocking new possibilities and opportunities. The dedicated submarine OFC will ensure a paradigm shift in communication infrastructure in the Lakshadweep islands, enabling more and faster reliable internet services, educational initiatives, digital banking, telemedicine, e-governance, digital currency usage, digital literacy, etc.
  • Such developments, coupled with growing smartphone penetration and a growing need for reliable, low-latency, and high-speed communication infrastructure worldwide, are expected to drive the growth of the market studied during the forecast period.

Trans-Pacific Region is Expected to Hold Significant Market Share

  • Submarine cables carry over 97% of all internet traffic worldwide, and nearly everyone uses the Internet for daily tasks. Due to the Internet's ability to connect people worldwide, international traffic is growing daily. Asia-Pacific accounts for about half of all internet traffic worldwide, which in turn is increasing demand for submarine communication cables. The lack of submarine communication cable systems in the countries in this region is to blame for the need for faster internet services in the Transpacific region, which has prompted the World Bank and the Asia Development Bank to fund new cable systems.
  • According to the Ministry of Internal Affairs and Communications (Japan), in 2023, the number of fiber-to-the-home (FTTH) subscriptions in Japan reached more than 38 million. In 1999, FTTH was introduced to the Japanese market, providing high bandwidth and high-speed internet access at a comparatively low price.
  • As of October 2023, according to a joint US-Australian agreement, Alphabet (Google) operated underwater cables that provided internet connectivity to at least eight isolated Pacific Ocean countries. The project aims to expand Google's existing business activities in the region. Micronesia, Kiribati, the Marshall Islands, Papua New Guinea, the Solomon Islands, Timor-Leste, Tuvalu, and Vanuatu are all included in the project.
  • In January 2023, Infinera announced that Infinera's ICE6 800G coherent optical solution had been deployed to modernize and increase capacity on the trans-Pacific Unity submarine cable system. By upgrading to Infinera's ICE6 solution, the Unity cable system will double capacity and deliver up to 7.4 Tbps per fiber pair. The Unity cable system was ready for service in April 2010, jointly built by a consortium comprising Bharti Airtel Limited, Global Transit Limited (a wholly-owned subsidiary of TIME), Google, KDDI Corp., Telstra, and Singtel.
  • Moreover, according to Corporate IT, the Fondo de Infraestructura SA of Chile has selected H2 Cable LP, a subsidiary of BW Digital, as a strategic partner for developing the Humboldt Cable System, the first submarine cable connecting Latin America with Asia-Pacific and Oceania. With a projected extension of 14,810 km, the Humboldt Cable System will provide end-to-end connectivity.

Submarine Optical Fiber Cable Industry Overview

The submarine optical fiber cable market is fragmented, with the presence of significant players like Alcatel Submarine Networks Ltd, Fujitsu Ltd, Global Marine Group, HMN Technologies Co., Ltd, and IT International Telecom Inc. Vendors in the market are adopting strategies such as partnerships, mergers, innovations, and acquisitions to enhance their product offerings and gain sustainable competitive advantage.

In September 2023, Orange announced expanding its submarine cable industry's investment to remain at the forefront of cable laying and maintenance technologies. Building a new cable ship represents a more significant investment than converting an existing vessel. Still, it means that Orange benefits from a ship with a minimal environmental footprint that is fully equipped to meet growing global connectivity needs. The Sophie Germain is 100 meters long and includes A hull designed and tested in a model tank to reduce fuel consumption optimized for cable repairs. A state-of-the-art 450 kW ROV (Remotely Operated Vehicle) is used to cut, inspect, and bury cables stored on board in a dedicated hangar.

Orange Marine designed and built the ROV in-house. Being connected to an onshore power supply will enable it to reduce its carbon emissions when docked. "CLEANSHIP" classification (controlled detection of refrigerant gas leaks, special anti-fouling coating, large waste storage capacity, etc.) A small environmental footprint, allowing a 20% reduction in CO2 emissions and an 82% reduction in nitrogen oxide emissions. Moreover, Orange Marine has defined all these characteristics based on its extensive experience in submarine cable operations.

In September 2023, NEC Corporation completed a long-distance field trial of an optical submarine cable system using a new transponder that, according to NEC, has the world's highest level of transmission performance of 800 gigabits per second (Gbps). This record-breaking field trial was conducted using the Indonesia Global Gateway (IGG) optical submarine cable(*) owned by PT Telkom Indonesia (Persero) Tbk (Telkom), Indonesia's largest telecommunications carrier, and using NEC's latest transponder, the XF3200. In the field trial, NEC conducted wavelength division optical transmission of 800 Gbps optical signals over 2,100 km, the longest recorded.

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 Suppliers
    • 4.2.2 Bargaining Power of Buyers
    • 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 (Include Impact of COVID-19)
  • 4.5 List of Companies (Owners, Manufacturers, and Installers)
  • 4.6 List of Submarine Optical Fiber Cable Name

5 MARKET DYNAMICS

  • 5.1 Market Drivers
    • 5.1.1 Growing Smartphone Penetration and Increasing Demand for Internet Bandwidth
    • 5.1.2 Increasing Fiber Connectivity in Emerging Regions
  • 5.2 Market Challenges
    • 5.2.1 Higher Maintenance Costs and Growing Investment in Satellite Communication

6 MARKET SEGMENTATION

  • 6.1 By Geography
    • 6.1.1 Trans-Pacific
    • 6.1.2 Trans-Atlantic
    • 6.1.3 United States-Latin America
    • 6.1.4 Intra-Asia
    • 6.1.5 Europe-Asia
    • 6.1.6 Europe-Sub Saharan Africa

7 COMPETITIVE LANDSCAPE

  • 7.1 Company Profiles*
    • 7.1.1 Alcatel Submarine Networks Ltd
    • 7.1.2 Fujitsu Ltd
    • 7.1.3 Global Marine Group
    • 7.1.4 HMN Technologies Co., Ltd.
    • 7.1.5 IT International Telecom Inc.
    • 7.1.6 LS Cable & System Ltd
    • 7.1.7 PT Communication Cable System Indonesia TBK
    • 7.1.8 LS Cable & System Ltd
    • 7.1.9 NEC Corporation
    • 7.1.10 Nexans SA
    • 7.1.11 NTT Communications Corporation
    • 7.1.12 Orange Marine
    • 7.1.13 Prysmian SPA
    • 7.1.14 Pt Communication Cable System Indonesia TBK
    • 7.1.15 S.B. Submarine Systems Co. Ltd (SBBS)
    • 7.1.16 Subcom LLC
    • 7.1.17 Sumitomo Electric Industries Ltd
    • 7.1.18 Google LLC (Alphabet Inc.)

8 INVESTMENT ANALYSIS

9 MARKET OPPORTUNITIES AND FUTURE TRENDS