![]() |
市场调查报告书
商品编码
1734865
2032 年海底电缆系统市场预测:按类型、所有权类型、电缆类型、电压、应用和地区进行的全球分析Submarine Cable Systems Market Forecasts to 2032 - Global Analysis By Type (Dry Plant Products and Wet Plant Products), Ownership Type, Cable Type, Voltage, Application and By Geography |
根据 Stratistics MRC 的数据,全球海底电缆系统市场预计在 2025 年达到 202 亿美元,到 2032 年将达到 428 亿美元,预测期内的复合年增长率为 11.3%。
海底电缆系统是铺设在海底的光纤电缆网络,连接各大洲之间的陆地通讯枢纽。这些电缆传输大量数据,包括网路、电话和电视讯号,促进全球通讯。这些电缆的设计能够承受恶劣的水下条件,包括压力、温度变化以及海洋生物和人类活动的潜在损害。海底电缆系统提供快速、可靠且经济高效的数据传输,对全球数位经济的运作至关重要。它们在连接偏远地区、支援国际贸易和资讯交流也发挥着至关重要的作用。
根据联合国专门机构通讯预测,2021年全球网路用户数将达到约490万,高于2020年的460万。
加强国家和岛屿之间的连结性
对高速网路、资料传输和全球通讯日益增长的需求,是推动国家间和岛屿间海底电缆系统连接成长的主要动力。随着各国和各岛屿寻求改善连通性以促进经济发展、数位转型和远距办公,这些电缆已成为不可或缺的基础设施。云端运算、资料中心和电子商务的兴起进一步增加了对稳健可靠网路的需求。此外,对区域连结性和灾难復原能力的需求持续成长,加速了对穿越偏远地区的海底电缆计划的投资。
电缆损坏风险和安全问题
电缆损坏风险和安全问题对市场构成重大挑战。自然灾害、海底地震活动以及捕鱼和锚泊等人类活动都可能对电缆造成物理损坏,并扰乱全球通讯。此外,针对海底基础设施的网路攻击和破坏等安全威胁可能会损害资料的完整性和机密性。这些风险可能导致昂贵的维修费用、网路宕机和全球网路漏洞,进而影响依赖不间断安全资料传输的企业、政府和消费者。
云端处理和资料中心的成长
云端处理和资料中心的成长是海底电缆系统扩张的关键驱动力。随着企业越来越多地转向云端基础服务,对高速、低延迟连线的需求也日益增长。海底电缆对于连接全球资料中心以及实现跨洲无缝资料传输至关重要。亚马逊、谷歌和微软等科技巨头正大力投资海底电缆基础设施,以支援其庞大的云端业务。
熟练人力和船隻有限
海底电缆市场面临技术熟练的人力和专业船舶短缺的挑战。海底电缆的安装、维护和维修需要训练有素的工程师、技术人员和经验丰富的船员。合格专业人员的短缺可能导致计划进度延误,并影响这些复杂系统的有效管理。此外,缺乏能够进行电缆安装和维修作业的专业船舶会增加成本,并降低全球网路的整体可靠性和扩充性。
COVID-19的影响
新冠疫情(COVID-19)对海底电缆系统市场造成了重大衝击,扰乱了全球供应链,导致建设延迟,成本上升。远端办公和数位服务的激增增加了对大容量数据传输的需求,进一步凸显了稳健的海底电缆基础设施的重要性。然而,疫情也带来了安装和维护方面的挑战,尤其是旅行限制和劳动力短缺。儘管存在这些障碍,但随着全球数位信心的持续增长,市场正在稳步復苏。
预计在预测期内,多种所有权系统部分将成为最大的部分。
预计多重所有权系统细分市场将在预测期内占据最大市场占有率。此模式允许共用投资和营运成本,从而提高大型电缆计划的财务可行性。它还鼓励资源共享,增加网路冗余,并加快部署速度。多重所有权有助于降低相关人员风险,并促进全球互联互通。然而,它也带来了管治、决策和公平接触方面的挑战,需要相关人员之间达成明确的协议,以确保平稳运作。
预计通讯业在预测期内将实现最高复合年增长率
预计通讯业将在预测期内实现最高成长率。海底电缆承载着跨越海洋的海量语音、数据和影像流量,连接各大洲,促进国际通讯。对高速网路、云端服务和数位转型日益增长的需求,推动对强大海底电缆基础设施的需求。电讯营运商是关键参与者,他们投资新电缆并升级现有网络,以满足不断增长的频宽需求并确保连接性。
预计亚太地区将在预测期内占据最大的市场占有率。中国、印度和东南亚等国家经济的快速发展,增加了对频宽和海上风力发电的需求,使该地区成为海底电缆计划的热点地区。政府推出的支持性政策和基础建设投资等倡议,进一步为海底电缆网路的扩张创造了有利环境。此外,电子商务、云端运算和串流媒体等数位服务的兴起,也增加了对可靠高速连接的需求,进一步推动了市场成长。
预计北美地区在预测期内的复合年增长率最高。对高速、低延迟连线日益增长的需求,以支援云端运算、人工智慧和5G网路等资料密集型应用,是主要驱动因素。 Google、微软、亚马逊和Meta等私人公司正在大力投资私人海底电缆计划,以增强全球连接并减少对第三方网路的依赖。此外,离岸风力发电计划的扩张需要开发海底电缆,以便将电力从风电场输送到当地,这进一步推动了市场的成长。
According to Stratistics MRC, the Global Submarine Cable Systems Market is accounted for $20.2 billion in 2025 and is expected to reach $42.8 billion by 2032 growing at a CAGR of 11.3% during the forecast period. Submarine cable systems are networks of fiber-optic cables laid on the ocean floor, connecting land-based telecommunication hubs across continents. These cables transmit vast amounts of data, including internet, telephone, and television signals, facilitating global communication. The cables are designed to withstand harsh underwater conditions, such as pressure, temperature variations, and potential damage from marine life or human activity. Submarine cable systems are essential for the functioning of the global digital economy, offering high-speed, reliable, and cost-effective data transmission. They also play a crucial role in connecting remote regions and supporting international trade and information exchange.
According to International Telecommunication Union, a specialized agency of the United Nations, the number of internet users worldwide reached around 4.9 Million in 2021, up from 4.6 Million in 2020.
Increasing inter-country and island connections
The increasing demand for high-speed internet, data transfer, and global communication is a key driver of the growth in inter-country and island connections in submarine cable systems. As nations and islands seek improved connectivity for economic development, digital transformation, and remote work, these cables provide essential infrastructure. The rise in cloud computing, data centers, and e-commerce further fuels the need for robust, reliable networks. Additionally, the ongoing push for regional connectivity and disaster resilience accelerates investments in submarine cable projects across remote locations.
Risk of cable damage and security concerns
The risk of cable damage and security concerns pose significant challenges to market. Natural disasters, underwater seismic activity, and human activities like fishing or anchoring can cause physical damage to cables, disrupting global communication. Additionally, security threats such as cyberattacks or sabotage targeting undersea infrastructure can compromise data integrity and confidentiality. These risks lead to costly repairs, downtime, and vulnerabilities in the global network, affecting businesses, governments, and consumers who rely on uninterrupted and secure data transmission.
Growth of cloud computing and data centers
The growth of cloud computing and data centers is a significant driver in the expansion of submarine cable systems. As businesses increasingly migrate to cloud-based services, the demand for high-speed, low-latency connectivity intensifies. Submarine cables are essential for interconnecting global data centers, facilitating seamless data transfer across continents. Tech giants like Amazon, Google, and Microsoft are heavily investing in undersea cable infrastructure to support their expansive cloud operations.
Limited availability of skilled personnel and vessels
The limited availability of skilled personnel and specialized vessels in the market poses a significant challenge. The installation, maintenance, and repair of submarine cables require highly trained engineers, technicians, and experienced crews. The shortage of qualified professionals can lead to delays in project timelines and hinder the efficient management of these complex systems. Furthermore, the lack of specialized vessels capable of handling cable-laying and repair operations can increase costs and reduce the overall reliability and scalability of global networks.
Covid-19 Impact
The COVID-19 pandemic significantly impacted the submarine cable systems market by disrupting global supply chains, delaying construction, and increasing costs. With remote work and digital services surging, the demand for high-capacity data transmission grew, further highlighting the importance of robust submarine cable infrastructure. However, the pandemic also led to challenges in installation and maintenance, especially with restrictions on travel and labor shortages. Despite these hurdles, the market has seen a steady recovery as digital reliance continues to rise globally.
The multiple ownership systems segment is expected to be the largest during the forecast period
The multiple ownership systems segment is expected to account for the largest market share during the forecast period. This model enables shared investment and operational costs, improving the financial viability of large-scale cable projects. It encourages resource pooling, enhances network redundancy, and accelerates deployment. Multiple ownership helps reduce the risk for individual parties, promoting global connectivity. However, it also introduces challenges in governance, decision-making, and equitable access, requiring clear agreements among stakeholders to ensure smooth operations.
The telecommunications segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the telecommunications segment is predicted to witness the highest growth rate. Submarine cables carry vast amounts of voice, data, and video traffic across oceans, connecting continents and facilitating international communication. The growing demand for high-speed internet, cloud services, and digital transformation has increased the need for robust submarine cable infrastructure. Telecom companies are key players, investing in new cables and upgrading existing networks to support growing bandwidth requirements and ensure connectivity.
During the forecast period, the Asia Pacific region is expected to hold the largest market share. Rapid economic development in countries like China, India, and Southeast Asian nations fuels the demand for enhanced internet bandwidth and offshore wind energy, making the region a hotspot for submarine cable projects. Government initiatives, such as supportive policies and investments in infrastructure development, further create a conducive environment for the expansion of submarine cable networks. Additionally, the rise in digital services, including e-commerce, cloud computing, and streaming, increases the need for reliable and high-speed connectivity, further propelling market growth.
Over the forecast period, the North America region is anticipated to exhibit the highest CAGR. The increasing demand for high-speed, low-latency connectivity to support data-intensive applications such as cloud computing, artificial intelligence, and 5G networks is a primary driver. Major technology companies, including Google, Microsoft, Amazon, and Meta, are investing heavily in private subsea cable projects to enhance global connectivity and reduce reliance on third-party networks. Additionally, the expansion of offshore wind energy projects necessitates the development of submarine power cables to transmit electricity from wind farms to the mainland, further fueling market growth.
Key players in the market
Some of the key players profiled in the Submarine Cable Systems Market include SubCom LLC, NEC Corporation, Nexans S.A., Prysmian Group, Hengtong Group Co., Ltd., LS Cable & System Ltd, Corning Incorporated, Hellenic Cables, Sumitomo Electric Industries, Ltd., Alcatel Submarine Networks (ASN), The Okonite Company, TE Connectivity, America Fujikura Ltd., Tele-fonika Kable and Cablel Group.
In March 2025, Prysmian announced a 7-year framework agreement with N-Sea, a Dutch integrated subsea solutions service provider for rapid response maintenance and repair of submarine cables. This solution will complement Prysmian's proprietary monitoring solutions and its overall Inspection, Maintenance, and Repair (IMR) capabilities - bringing to the market the most effective solution to submarine cable maintenance and repair.
In January 2024, NEC Corporation India announced the successful completion of a flagship optical submarine cable system in Southern India connecting Kochi and the Lakshadweep Islands. NEC India was awarded with this project by BSNL in September 2021, completing it ahead of schedule in June 2023. Spanning approximately 1,870 kilometers, the system offers an initial capacity of 2x100 Gbps, expandable up to 1,600 Gbps per fibre pair.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.