China FTTX market status: optical module industry expects rational competition
Last month, ZTE access section Li Changfu on the Chinese mainland FTTx market status, on 2011 FTTx market review, and this situation makes the data analysis.
For the second half was predicted according to the ZTE FTTx market data analysis, the ONU shipping in about 700k-750k, wherein the GPON/EPON ratio of 20%:80%, or to EPON. The product trend prediction of China Telecom, China Unicom accounted for 70%, 12%, 6% for the rest of China Mobile, international. For the second half of the OLT module demand forecast about GPON for 40k/, EPON for 35k/ months. He also on the optical module manufacturers and OEM manufacturers in the FTTx market data were analyzed. From the early return of Zhongxing analysis index ( ERI ) and one year return rate ( YRR ), ONU products since this year although fluctuate somewhat, but the overall trend is upward, and the optical module quality performance is more worrying, ERI and YRR soared. Optical module production industry confidence index, namely gross margin since 2010 began to decline, state-owned enterprises, private enterprises or foreign matter. Chip suppliers confidence index also begins from 2010 all the way down.
In view of the current domestic optical module industry status, Huagongzhengyuan assistant general manager Zhang Yu recently in the broadband forum also said, still in package, manufacturing, OEM, thin profits, in the fierce competition in the cost and volume of business growth at the same time, sales, profit growth is slow, the price is still the main means of competition. In addition to the expansion of production capacity of blindness, forming a pile up in excess of requirement of market environment. Thus, the optical module industry needed to change development way, enhance their core competitiveness. According to dispatch stone research optical module manufacturers in basic and ZTE communications data are essentially consistent with the industry forward, more rational competition, maintain company profit, can also increase the increment.
In see industry of these worrying situation, also should see good access network good prospects. As of 2012, the central government departments in the NPC and CPPCC. ” Clearly put forward the implementation of broadband China ” the strategy, promote economic development, to accelerate the construction of information society infuse new power. At the same time in the access network technology, 10G-EPON, 10G-GPON, WDM-PON and TWDM-PON the 4 mainstream technology of PON, 10G-EPON and 10G-GPON has been achieved technical breakthroughs.
In addition, TWDM-PON and WDM-PON have higher bandwidth and access capacity of PON technology, support 100M-10G service capability. TWDM-PON is FSAN standard to organize the selected 10G-GPON evolution techniques used with existing network coexistence, realize smooth evolution, is the next generation access network development direction. WDM-PON technology, each user only one wavelength channel, high safety, is the point to multipoint physical topology and logical topology. Behavior of single wavelength 40Gbps, 10G/20Gbps ( TDMA/OFDMA ) on the behavior of hybrid fiber coaxial access technology is the future options for convergence of three networks.
