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市场调查报告书
商品编码
1734898
2032 年海底电缆市场预测:按组件、电缆类型、电压、服务、应用、最终用户和地区进行的全球分析Submarine Cable Market Forecasts to 2032 - Global Analysis By Component (Dry Plant Products and Wet Plant Products), Cable Type (Single Core, Multicore, Array Cables and Export Cables), Voltage, Service, Application, End User and By Geography |
根据 Stratistics MRC 的数据,全球海底电缆市场规模预计在 2025 年达到 354.1 亿美元,到 2032 年将达到 591.4 亿美元,预测期内的复合年增长率为 7.6%。
海底电缆,又称为海底光缆,是铺设在海底用于跨大陆和海洋传输通讯讯号的光纤电缆。这些电缆承载着超过95%的国际数据流量,包括私人数据、电话数据和网路数据,是全球网路基础设施的基础。海底电缆经久耐用,并采用多层材料保护,能够承受深海压力以及锚和海洋生物的潜在破坏。此外,铺设海底电缆需要高度专业的船舶和技术,使其成为现代通讯网路和全球互联互通中至关重要但往往不为人知的组成部分。
电讯(ITU)表示,海底电缆对全球通讯至关重要,承载着99%以上的国际数据,包括电子邮件、简讯、串流内容和政府通讯。国际电信联盟认识到海底电缆的重要作用,并成立了一个专门机构来加强海底电缆的保护和弹性。
全球互联网和数据流量不断增加
各行各业的数位转型推动了全球互联网使用量的指数级增长,从而大幅增加了产生和传输的数据量。云端基础应用程式、线上游戏、视讯会议工具以及Netflix和YouTube等串流服务都需要跨洲可靠、高速的资料传输。思科预测,全球每月IP流量将超过Exabyte ,这是推动高容量海底电缆需求的主要因素。此外,这些电缆对于全球资料网路至关重要,因为它们提供了应对这一激增所需的频宽和延迟效能。
前期投入高、实施週期长
铺设海底电缆是一项艰鉅而昂贵的工程。计划成本从1亿美元到5亿美元不等,具体取决于容量、长度和地理挑战。除了电缆本身的成本外,还有授权、专用电缆敷设船、海上作业、线路勘测等费用。此外,从设计、製造到部署和测试,整个过程可能需要两到三年以上的时间。这些漫长的前置作业时间和高昂的财务风险阻碍了经济欠发达地区的市场发展,也阻碍了规模较小的营运商和预算紧张的政府的行动。
大陆和区域电缆的成长
除了远距洲际电缆之外,对区域和洲内网路的需求也日益增长,这些网路可以促进本地资料流并减少对国际路由的依赖。金砖国家电缆、SAEx 和其他亚洲内部网路就是一些区域参与者正在探索自主连接解决方案的倡议的例子。这反过来又使政府、网路服务供应商和区域通讯业者能够投资更短、更经济的电缆系统,从而增强特定区域的资料安全性和延迟。
对国家安全和地缘政治紧张局势的担忧
海底电缆承载着全球99%以上的洲际数据流量,因此日益被视为战略资产。由于地缘政治紧张局势加剧,尤其是在美国、中国和俄罗斯等大国之间,人们对电缆所有权、控制权和监管权的疑虑日益加深。由于安全审查,尤其是在登陆站周围,某些国家或组织支持的计划可能会被禁止、限製或推迟。例如,美国当局出于对间谍活动的担忧,拒绝了涉及中国公司的电缆登陆权。
新冠疫情对海底电缆市场产生了多方面的影响。远距办公、线上学习和更多数位化服务的兴起推动了全球互联网使用量的增加,凸显了高容量、低延迟国际数据基础设施的重要性。因此,对海底电缆的需求也随之增加。然而,封锁、供应链中断、劳动力短缺、电缆铺设许可证和船隻延误等因素对市场造成了重大干扰。由于国际物流和海事工作受到限制,计划被推迟或延期。不过,由于各国政府和私人实体在疫情后优先考虑数位连接,长期前景依然光明。
预测期内,干燥植物产品市场预计将成为最大的市场
预计干式设备产品领域将在预测期内占据最大的市场占有率。作为海底网路的基本组成部分,干式设备产品对于确保洲际和海底网路的高速远距连接至关重要。干式设备产品是指在陆地上製造,然后在海上进行铠装和部署的光纤、电缆芯线和组件。此外,它们构成了资料传输的核心,并占电缆总成本的很大一部分,因此,随着全球资料流量、云端运算和超大规模资料中心的成长,其需求也在不断增长。
预计多芯电缆部分在预测期内将实现最高的复合年增长率。
预计多芯电缆领域将在预测期内实现最高成长率。这些电缆在单一电缆鞘套内整合多根光纤芯,可在不增加尺寸或成本的情况下显着提升资料容量。电讯营运商和超大规模企业正在使用多芯解决方案来提高传输效率并降低每比特成本,以应对云端运算、视讯串流和人工智慧工作负载带来的日益增长的全球数据需求。此外,多芯电缆还支援空分复用 (SDM),该技术能够提高容量并提升性能。该行业快速的市场扩张和技术进步源于其在新一代海底网路中日益广泛的应用。
预计北美将在预测期内占据最大的市场占有率。该地区对数位连接的大量投资、高互联网普及率以及先进的通讯基础设施是主要驱动力。为了满足云端服务、资料中心和网路流量日益增长的资料需求,Google、亚马逊和微软等科技巨头正在美国和加拿大大力投资海底电缆系统。此外,北美作为跨大西洋和跨太平洋数据路由入口网站的战略定位,帮助其巩固了在海底电缆市场的领导地位,从而推动了政府和商业部门的积极投入。
预计亚太地区将在预测期内实现最高的复合年增长率。快速数位化、网路使用率的提高以及中国、印度、日本和东南亚等国家的云端运算的兴起是这一增长的主要驱动力。对资讯服务、高速网路和区域连接日益增长的需求,正推动亚太地区对海底电缆基础设施进行大量投资。此外,智慧城市、电子商务和工业自动化的发展进一步推动了对可靠、高容量海底电缆系统的需求,使亚太地区成为未来几年成长最快的海底电缆市场。
According to Stratistics MRC, the Global Submarine Cable Market is accounted for $35.41 billion in 2025 and is expected to reach $59.14 billion by 2032 growing at a CAGR of 7.6% during the forecast period. Submarine cables, also known as subsea or undersea cables, are fiber-optic cables laid on the ocean floor to carry telecommunications signals across continents and oceans. These cables carry more than 95% of all international data traffic, including private, phone, and internet data, making them the foundation of the global internet infrastructure. Submarine cables are built to last a long time and are protected by several layers of materials that can withstand deep-sea pressure and possible harm from anchors or marine life. Moreover, their installation necessitates extremely specialized vessels and technologies, making them an essential but frequently unseen part of contemporary communication networks and global connectivity.
According to the International Telecommunication Union (ITU), submarine cables are vital for global communications, carrying over 99% of international data, including emails, texts, streaming content, and government correspondence. Recognizing their critical role, the ITU has established a dedicated body to enhance the protection and resilience of these cables, especially after several notable disruptions.
Growing internet and data traffic worldwide
The amount of data generated and transferred has increased dramatically due to the exponential growth in internet usage worldwide, which is being driven by digital transformation across sectors. Cloud-based apps, online gaming, video conferencing tools, and streaming services like Netflix and YouTube all need dependable, fast data transfer across continents. Cisco projects that monthly global IP traffic will surpass 396 exabytes, which is a major driver of the demand for high-capacity submarine cables. Additionally, these cables are essential to global data networks because they provide the bandwidth and latency performance required to handle this surge.
Expensive initial outlay and extended deployment period
Submarine cable installation is a difficult and expensive process. The cost of a project can range from $100 million to more than $500 million, depending on its capacity, length, and geographic difficulties. In addition to the actual cost of the cable, other costs include permitting, specialized cable-laying ships, marine operations, and route surveys. Furthermore, it can take two to three years or longer to complete the entire process, from design and manufacturing to deployment and testing. Market expansion in less economically developed regions is slowed by this lengthy lead time and high financial risk, which discourage smaller operators and governments with tighter budgets.
Growth of intracontinental and regional cables
The need for regional and intracontinental networks that can facilitate localized data flow and lessen reliance on international routing is increasing in addition to long-haul intercontinental cables. Examples of initiatives where regional players are looking for autonomous connectivity solutions include BRICS Cable, SAEx, and other intra-Asia networks. Moreover, this makes it possible for governments, ISPs, and regional telecom operators to invest in shorter, more affordable cable systems that enhance data security and latency in particular regions.
Concerns about national security and geopolitical tensions
Since submarine cables carry more than 99 percent of all intercontinental data traffic worldwide, they are increasingly regarded as strategic assets. Suspicion over cable ownership, control, and surveillance has increased as a result of rising geopolitical tensions, particularly between major powers like the United States, China, and Russia. Due to security vetting, particularly in the vicinity of landing stations, projects supported by specific nations or organizations may be prohibited, subject to limitations, or delayed. U.S. authorities have, for example, refused landing rights to cables that involve Chinese companies due to espionage concerns.
The COVID-19 pandemic affected the submarine cable market in a variety of ways. The importance of high-capacity, low-latency international data infrastructure was underscored by the global increase in internet usage, which was fuelled by remote work, online learning, and more digital services. This, in turn, increased demand for submarine cables. But lockdowns, supply chain disruptions, labour shortages, and delays in obtaining permits and ships to lay cables caused major disruptions to the market. Because of limitations on international logistics and maritime operations, projects were delayed or prolonged; however, the long-term outlook is still bright because governments and private entities are prioritizing digital connectivity after the pandemic.
The dry plant products segment is expected to be the largest during the forecast period
The dry plant products segment is expected to account for the largest market share during the forecast period. As the fundamental building blocks of submarine networks, dry plant products are essential for guaranteeing high-speed, long-distance connectivity across continents and undersea networks. Dry plant products are the optical fibers, cable cores, and components that are manufactured on land before being armored and deployed at sea. Moreover, they create the core of data transmission and make up a significant portion of the total cable cost, and their demand has increased with the rise in global data traffic, cloud computing, and hyperscale data centers.
The multicore cables segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the multicore cables segment is predicted to witness the highest growth rate. These cables greatly increase data capacity without correspondingly increasing size or cost because they contain multiple optical fiber cores within a single cable sheath. Telecom operators and hyperscalers are using multicore solutions to increase transmission efficiency and lower per-bit costs in response to the growing global data demands brought on by cloud computing, video streaming, and AI workloads. Furthermore, space-division multiplexing (SDM), which allows for increased capacity and improved performance, is supported by multicore cables. Rapid market expansion and technological advancement in the industry are being fueled by their increasing use in new-generation submarine networks.
During the forecast period, the North America region is expected to hold the largest market share. The region's substantial investment in digital connectivity, high internet penetration, and sophisticated telecommunications infrastructure are the main drivers. In order to meet the increasing demands for data from cloud services, data centers, and internet traffic, major tech companies such as Google, Amazon, and Microsoft have made significant investments in subsea cable systems in the U.S. and Canada. Additionally, North America's strategic location as a gateway for transatlantic and transpacific data routes has solidified its market leadership in submarine cables, bolstering both government and commercial endeavors.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR. Rapid digitalization, rising internet usage, and the emergence of cloud computing in nations like China, India, Japan, and Southeast Asia are the main drivers of this growth. APAC is seeing significant investments in submarine cable infrastructure as a result of rising demands for data services, high-speed internet, and regional connectivity. Moreover, the demand for dependable and high-capacity undersea cable systems is further fueled by the region's growing smart city, e-commerce, and industrial automation, making Asia-Pacific the submarine cable market with the fastest rate of growth in the upcoming years.
Key players in the market
Some of the key players in Submarine Cable Market include NEC Corporation, LS Cable & System Ltd, NTT Communications Corporation, HMN Technologies Co., Ltd., Fujitsu Limited, Amazon.com, Inc., S.B. Submarine Systems Co., Ltd. (SBBS), Nexans S.A, Furukawa Electric Co., Ltd., SubCom, LLC, Hengtong Group Co.,Ltd, Microsoft, Prysmian Group, Google LLC and Sumitomo Electric Industries, Ltd.
In April 2025, LS Cable & System (LS C&S), Korea's biggest cable company, said Thursday it had secured a 200 billion won ($137 million) contract to supply high-voltage cables to Singapore. The deal, signed with Singapore's power supply authority, is part of a major energy infrastructure project aimed at transmitting solar-generated electricity from Indonesia to Singapore.
In July 2024, NTT Communications Corporation and transcosmos inc. hereby announce that the two companies entered into a strategic partnership agreement in the Digital BPO(R) *1 Solution services domain. Under the Agreement, the two companies will combine NTT Com's AI and other technologies and infrastructures with transcosmos's advanced business expertise and DX (Digital Transformation) talent to provide Digital BPO solutions that support businesses more than ever before.
In March 2024, NEC Corporation and Sumitomo Corporation have signed a strategic partnership agreement to expand global sales of NEC's agricultural ICT platform CropScope. Based on this partnership, NEC and Sumitomo aim to develop markets mainly in South America and the ASEAN region by utilizing Sumitomo's global network.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.