Looking at the integrated cabling market in China in 2011, the changes in the domestic optical fiber market, data center upgrades, network construction implementation, development of standards and regulations, fluctuations in copper prices, and increased competition in the international market are all related to the entire copper fiber optical fiber marketing scale and manufacturers. The fluctuation of the share. The positive factors of the country's major policies and market activities have a direct impact on the overall cabling market. In 2011, what major events affected the integrated cabling market?

Telecom Optical Network Changes China's Farewell to Broadband "The Copper Age"

On February 16, China Telecom took the lead in the industry to put forward the "12th Five-Year Plan" broadband development plan. The plan shows that China Telecom will officially launch the "Broadband China Optical Network City" project nationwide. This is the first “grand gift” that China Telecom offered to the public during the “Twelfth Five-Year Plan” period. It indicates that China Telecom will use 5 years to upgrade its broadband network, and that it will enter the “Bronze Age” relying on copper cables as its medium. Efficient and stable "fiber age." At the same time, it will stimulate the domestic fiber market demand increase.

Benefits Policy Support Effect The optical fiber industry has ushered in market opportunities. The “Twelfth Five-Year Plan” was informed of the “Decision on Accelerating the Cultivation and Development of Strategic Emerging Industries” promulgated by the State Council and the Twelfth Five-Year Plan of the CPC Central Committee on Formulating National Economic and Social Development. The two major programmatic documents mentioned in the proposal of the plan refer to the heights of the first and second generations in the new generation of information industry. The new generation of mobile networks, next-generation Internet, triple play, Internet of things, and cloud computing will become the focus of development. Therefore, as a large-capacity information transmission optical fiber bearing technology will usher in a new spring.

In addition, with the advancement of triple play and the introduction of many related industrial policies such as “fiber to the home”, the optical communication equipment industry will have huge room for growth in the next few years. It has been optimistic by industry insiders that domestic communication equipment providers will be in the future. One year after another ushered in another investment peak, the scale of investment will be calculated in hundreds of millions. The further transformation of the existing copper network will drive the rapid development of the optical fiber broadband access industry.

Japan earthquake “shock” optical fiber industry affects China's optical fiber market Japan's earthquake has caused Japanese manufacturers to resume production for three months, resulting in a shortage of preformed global supplies, and the impact of domestic small and medium-sized manufacturers will increase, and may shift to other manufacturers. purchase. In addition to Japanese suppliers, Corning in the United States, Alcatel in Europe, and LG cables in Korea are major suppliers of preforms. However, the problem is that there are four different production processes for the preforms, which need to be matched with different drawing towers and other equipment. Many small ecological circles have formed in the industry around different preform technologies. Manufacturers cannot purchase the corresponding preforms. Modify your own drawing tower and other equipment. This choice will also test the company's balance of judgment, so that China's optical fiber industry is deeply felt the aftermath of the earthquake, a serious "impact" of China's optical fiber industry.

The original market competition will intensify, but due to the earthquake in Japan, it has a certain influence on its optical fiber and preform factory. As a result, this sudden disaster has affected the global fiber supply and there has been a short-term shortage of optical fibers. In addition, the Japanese earthquake destroyed the infrastructure, and reconstruction required a large amount of optical fiber. In addition, most of the Chinese manufacturers’ optical fiber preforms depended on Japan’s supply. The earthquake caused an uncertain supply to the supply, resulting in a shortage of raw materials for optical fiber production and severely reducing the optical fiber production capacity. As a result, the optical fiber market has insufficient supply, which in turn leads to an increase in the price of the optical fiber market.

"The mother of optical fiber" accelerates the migration of Chinese optical rods to triple-hop optical fiber preforms, and is known as "the mother of optical fibers." The fiber used everyday is drawn through a light bar. However, this important raw material has always been controlled by others. The earthquake in Japan, this "soft rib" to many domestic manufacturers feel the pain.

After the earthquake in Japan, Japan’s production was affected and the domestic optical fiber and cable industry was suddenly hit. According to a certain optical fiber industry source, a joint venture between a Japanese optical fiber company and a domestic company has put many optical fiber preforms into domestic production. Chinese manufacturers have to cope with the impact of this external force and the decline in profits, and the independent research and development of optical fiber preforms has become an urgent task. Currently, Changfei has mastered the core manufacturing technology of optical fiber preforms, and Hengtong Optoelectronics will also carry out project expansion to enhance the self-sufficiency of optical fiber preforms. Domestic optical fiber manufacturers are expected to seize the high-end status of the industry chain this year, and may continue to expand production capacity and participate in the competition in the international market in the future.

FTTx continues to drive cable market with new darling in the industry According to Ovum, a market analysis organization, China will continue to dominate the global optical broadband market as the number of optical fiber subscribers in China and suppliers’ exports grow substantially. The three major domestic operators have increased their investment in access network construction, especially in the large-scale construction of FTTH, and conducted large-scale PON equipment and accessories collection and procurement. The three operators collectively collected nearly 36 million lines of PON, which effectively promoted the growth of the domestic access network equipment market. The rapid development of FTTx has also played a positive role in promoting the optical device industry.

In addition, in order to ensure the smooth implementation of FTTH, PON equipment in the use of the situation has been very mature, the building and indoor fiber optic cabling to promote the final difficult FTTH. At a critical juncture, the technical advantages of plastic optical fiber broke through the last hurdle of FTTH. Plastic optical fiber has the characteristics of thick core diameter, easy coupling, no welding or welding, light weight, flexible and flexible, and it also has anti-corrosion, anti-humidity, anti-shock and explosion-proof functions, and is resistant to electromagnetic interference and radiation, confidentiality, safety, and Anti-interference ability, attenuation is constant, does not change with the transmission status and other advantages.

At this point, it is not difficult to see that the current domestic and international markets are very optimistic about the prospects for the development of plastic optical fiber market, whether it is the domestic triple play, FTTH promotion, or foreign industrial control and medical application needs, will contain a huge plastic optical fiber market Demand, and the excellent characteristics of plastic optical fiber, has made it the "darling" of the optical fiber market at home and abroad, and the plastic optical fiber market will show explosive growth.

Behind the broadband boom, there are misshapen concerns. Optical fiber is not as expensive as a fan. Starting in 2011, the new wave of broadband construction in mainland China has directly become the trigger for the detonation of fiber optic cable market. However, behind this big wave of broadband construction, hidden hidden dangers of network quality due to institutional and human factors are hidden; the abnormal market logic of “succession by the inferior” is concealed; Duplicate the "curse" of the construction.

In order to reduce the operating costs at least, operators have adopted centralized procurement methods for their supply of network construction. Telecom operators have paid too much attention to the practice of bidding at a low price in the tendering process, which has caused China's optoelectronic cable products to drop in price further and fall into a vicious circle of price cuts. In order to survive, fiber-optic equipment manufacturers can only earn a meager profit by cutting corners. The malaise of supply and demand and the frequent occurrence of “bad wins” have a direct impact on the optical fiber supply and demand market, resulting in less expensive optical fibers than fans.

Many domestic manufacturers have been making joint efforts to develop optical fiber preforms. The country’s largest optical fiber preform production base has been built in Wuhan Post Office, and its self-produced optical fiber preform technology has reached the industry-leading level. It is now officially put into production. Since August 2011, the optical fiber preform production base has entered an annual production capacity of 5 million core kilometers. It is expected that it will enter the 10 million core-km production phase by the end of the year to achieve self-sufficiency. This is another exciting news for the optical fiber industry. The independent production of optical fiber preforms by optical fiber manufacturers will bring new perspectives to the optical fiber industry.

At present, many companies in China have invested in the production of optical fiber preforms. It is expected that in 2013, the output of China's optical fiber preforms will reach about 2,800 tons, which is double the production in 2010, and the situation that China's optical fiber preform supply depends on imports will reverse. The optical fiber industry will usher in yet another peak. China's optical fiber industry has realized the beginning of the autonomous production of the industrial chain. From the initial production of optical fiber to the independent production of preforms at the core of the optical fiber, another major breakthrough in the optical fiber industry technology has been achieved, which has significantly affected the demand of the domestic optical fiber supply market.

The fluctuation of copper prices plagued the manufacturers of wiring products, which were affected by the high prices of raw materials such as copper, aluminum, and plastics. In particular, the price of copper continued to rise. The cable manufacturing industry experienced unprecedented cost pressures. Rising prices of production factors have become an inevitable trend, and it is unrealistic to expect raw material prices to return to their original levels. The substantial increase in raw material prices has caused a substantial increase in the cost of products. However, due to the severe overcapacity of cable production and fierce market competition, it is difficult to increase the cable sales prices. Especially in the low-end and mid-end cable product market with relatively low technological added value, the situation of price reduction and price competition is quite common. At present, the cruel market competition makes some cable enterprises unsustainable, which directly affects the supply market of integrated wiring raw materials.

The wiring standard goes to the internationalization window has been opened China Construction Standardization Association Information and Communication Professional Committee Integrated wiring work group (CTEAM) is actively promoting the development of China's integrated wiring market, is opening the pace of internationalization, and actively promote the domestic wiring technology to participate in international Standard discussion and formulation work. This can make up for the lag in China's standards, better promote the better development of the domestic integrated cabling industry, and greatly help the integrated cabling market to internationalize.

Looking to the future: What are the key points for the development of the integrated cabling market in China in 2012?

1. Market Development and Standard Compilation The Integrated Wiring Working Group of the Information and Communication Professional Committee of the China Engineering Construction Standardization Association has used the technical white paper of the cabling industry to supplement and improve the content of the national standards. The white paper actively introduces new content of foreign standards and integrates with relevant domestic standards, technical requirements, product applications, and engineering cases, and has very good applicable values.

2. Intelligent Management and Internet of Things The current smart wiring system mainly adopts "pin 9" and "port" technologies, how to realize the management of all wiring equipments of the "end-to-end" wiring system, and how to introduce the concept of the Internet of Things. Electronic tag radio frequency technology is applied to the integrated management of assets and security of the entire distribution system, and it is for us to develop, apply and popularize it.

3. Home wiring system and smart home In accordance with the requirements of national standards, each household should set the home wiring box, home wiring box can have a combination of different functions, and the indoor home wiring to one step. The development trend of fiber optic homes for home wiring has also opened up new areas for domestic cable manufacturers.

4. Structured Cabling and Intelligent Building Intelligent Building Weak systems are moving toward networking and digital development in information collection, uploading, and integrated management. In buildings, structured cabling has enabled the converged transmission of multiple services to be revisited on the agenda, and will be widely used in systems such as surveillance systems and building automation systems.

5. Information Communication Development and Cabling System Upgrading Due to the development of information and communication, computer networks have evolved from 10M/100M/1000M to 10G/40G/100G transmission rates. The original cabling system could not meet the new requirements of the network. . Therefore, the transformation and expansion of the wiring system is imperative.