查看購物車
  • Simplified Chinese
  • English
  • Japanese
  • Korean
封面
市場調查報告書
商品編碼
1524095

海底光纜：市場佔有率分析、產業趨勢與統計、成長預測（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個工作天內

價格

※ 本網頁內容可能與最新版本有所差異。詳細情況請與我們聯繫。

簡介目錄

海底光纜市場規模預計到2024年為47.8億美元，預計到2029年將達到80.6億美元，在預測期內（2024-2029年）複合年成長率為11.02%。

海底光纜市場

高速網路基礎設施投資的增加是推動海底光纜市場成長的關鍵因素之一。全球範圍內不斷增加的大量資料的產生和傳輸是市場的主要促進因素之一。因此，許多網路骨幹業者將在預測期內投資海底光纜市場。

主要亮點

  • 全球離岸風力發電的成長預計將推動市場成長。全球風能理事會（GWEC）表示，美國是最大的離岸風力發電市場之一。然而，英國、德國、中國、日本和台灣等國家正大力投資發展離岸風力發電產業，為市場成長創造了有利的前景。
  • 隨著全球資料使用量的快速增加，對低延遲、大容量通訊基礎設施的需求不斷增加。海底光纜已成為滿足高容量、低延遲通訊基礎設施需求的首選解決方案。
  • 與大多數公共產業使用的傳統線路相比，光纖提供了更可靠、更快和更高頻寬的資料傳輸模式。海底光纖網路透過人類頭髮大小的玻璃纖維發送光脈衝來傳輸資料。當數位訊號通過光傳輸時，沒有外界干擾，訊號損失減少。結果是遠距資料傳輸網路更加可靠。此外，隨著這些網路的發展，用戶流量不斷增加，因此需要建立標準化的光纖測試程序。
  • 與海底光纜相關的高維護成本正在推動海底光纜市場的成長，因為海底光纜的安裝和維護需要大量的人力和物力，包括船舶、潛水員和安裝設備。這意味著安裝、維修和維護海底光纜的成本很高。
  • 全球經濟的擴張直接影響了海底光連結的需求。隨著經濟的擴張，對高速網路連線的需求需要日益廣泛的海底電纜網路。例如，根據世界銀行估計，2023年北美GDP為32.32兆美元，預計2023年至2024年將成長1.5%，企業活動和海底光纜投資潛力預計將增加。

海底光纜市場趨勢

智慧型手機的普及和對網路頻寬日益成長的需求推動了市場

  • 近年來，智慧型手機產業經歷了顯著成長。數位技術的接受度和採用率不斷提高、5G 的出現以及企業的行動優先方法是推動智慧型手機採用的關鍵因素。愛立信預計，全球智慧型手機用戶數量預計將從 2022 年的 64.21 億增加到 2028 年的 77.43 億。
  • 此外，根據愛立信的數據，東北亞將擁有最多的智慧型手機用戶（2022 年為 19.9 億），其次是中國（15.7 億）以及東南亞和大洋洲（9.1 億）。所有這些因素都對所研究市場的成長產生正面影響。智慧型手機用戶數量的不斷成長將增加網路消費量和資料生成，從而推動對資料中心和其他數位基礎設施的需求。高頻寬連接是這些基礎設施的關鍵要求。
  • 根據愛立信2023年11月發布的行動報告，全球每部智慧型手機的平均資料消費量預計將持續大幅飆升，從2023年的21GB/月增加到2029年的56GB/月。這些發展對網路頻寬需求的成長產生了正面影響，進而推動了對海底光纜的需求。
  • 更大的頻寬、超低延遲和更快的連接將擴展文明、徹底改變行業並從根本上改善日常體驗。頻寬需求通常每年都會顯著增加。因此，更高頻寬服務的趨勢持續存在，推動了海底光纜市場的成長。
  • 例如，2024年1月，印度總理莫迪在拉克沙群島的卡瓦花費了超過115億印度盧比（1,388萬美元），涉及水資源、醫療保健、技術、能源和教育等計劃計劃。
  • KLI-SOFC計劃將提高網路速度並釋放新的可能性和機會。專用的海底OFC將確保拉克沙威群島通訊基礎設施的模式轉移，支援更快、更可靠的網路服務、教育計畫、數位銀行、遠端醫療、電子化政府、數位貨幣利用、數位素養等，使其成為可能。
  • 這些新興市場的開拓，加上智慧型手機的普及率不斷提高，以及全球對可靠、低延遲和高速通訊基礎設施的需求不斷成長，預計將在預測期內推動市場成長。

跨太平洋地區預計將佔據主要市場佔有率

  • 海底電纜承載著全球 97% 以上的網路流量，幾乎每個人都使用網路進行日常業務。由於網路能夠連接世界各地的人們，國際流量每天都在增加。亞太地區約佔全球網路流量的一半，對海底通訊電纜的需求不斷增加。該地區國家的海底通訊電纜正在推動跨太平洋地區對更快網際網路服務的需求，促使世界銀行和亞洲開發銀行資助新的電纜系統。
  • 據日本內務部稱，到 2023 年，日本的 FTTH 合約將超過 3,800 萬個。 1999年，FTTH引進日本市場，以相對較低的價格提供寬頻、高速網路連線。
  • 根據美國和澳洲之間的聯合協議，截至 2023 年 10 月，Alphabet（Google）營運海底電纜，為太平洋上至少 8 個孤立國家提供網路連線。該計劃旨在擴大谷歌在該地區的現有業務活動。計劃包括密克羅尼西亞、吉裡巴斯、馬紹爾群島、巴布亞紐幾內亞、所羅門群島、東帝汶、吐瓦魯和萬那杜。
  • 2023年1月，英飛朗宣布部署英飛朗的ICE6 800G連貫光解決方案，以實現跨太平洋Unity海底電纜系統的現代化和擴展容量。透過升級到 Infinera 的 ICE6 解決方案，Unity 電纜系統的容量增加了一倍，每對光纖的傳輸速度高達 7.4Tbps。 Unity電纜系統由Bharti Airtel Limited、Global Transit Limited（TIME完全子公司）、Google、KDDI Corp.、Telstra和Singtel組成的聯盟共同建造，於2010年4月推出。
  • 此外，據Corporate IT We 選擇Cable LP 稱，智利的Fondo de Infraestructura SA 已選擇BW Digital 的子公司H2 作為開發Humboldt 電纜系統的戰略合作夥伴，這是連接拉丁美洲與亞太和大洋洲的第一條海底電纜。 14,810 公里的洪堡電纜系統提供端對端連接。

海底光纜產業概況

海底光纜市場較為分散，主要企業包括阿爾卡特海底網路有限公司、富士通有限公司、Global Marine Group、HMN Technologies 和 IT International Telecom Inc.。市場上的供應商正在採取合作、合併、創新和收購等策略來增強其產品陣容並獲得永續的競爭優勢。

2023年9月，Orange宣布增加對海底電纜產業的投資，以維持電纜安裝和維護技術的領先地位。建造一艘新的電纜船比改造現有的電纜船意味著更大的投資。但對 Orange 來說，這意味著船舶裝備齊全，能夠滿足不斷成長的全球連接需求，並且對環境的影響最小。 Sophie Germain 長 100 米，船體旨在降低燃油消費量，針對電纜維修進行了最佳化，並在模型坦克上進行了測試。最先進的 450kW ROV（遠程操作車輛）將用於切割、檢查和掩埋存放在船上專用機庫中的電纜。

Orange Marine 自行設計和製造了這款 ROV。透過連接岸電，您可以減少停泊時的二氧化碳排放。 「CLEANSHIP」分級（控制檢測冷媒氣體外洩、特殊防污塗層、大容量廢棄物儲存等）環境足跡小，可減少20%的CO2排放，減少82%的氮氧化物排放。此外，Orange Marine 根據其在海底電纜運作方面的豐富經驗定義了這些特徵。

2023年9月，NEC使用新型中繼器完成了海底光纜系統的遠距現場試驗，該中繼器具有每秒800Gigabit（Gbps）的全球最高傳輸性能。這次破紀錄的現場試驗將使用NEC最新的海底光纜（*），該光纜隸屬於印尼最大的通訊業者PT Telkom Indonesia（Persero）Tbk（Telkom），並使用印尼全球閘道（IGG）海底光纜*它是使用應答器“XF3200”進行的。在現場試驗中，800Gbps 光訊號在 2,100 公里的距離上進行波長復用，這是有記錄以來最長的距離。

其他福利：

  • Excel 格式的市場預測 (ME) 表
  • 3 個月分析師支持

目錄

第1章簡介

  • 研究假設和市場定義
  • 調查範圍

第2章調查方法

第3章執行摘要

第4章市場洞察

  • 市場概況
  • 產業吸引力－波特五力分析
    • 供應商的議價能力
    • 買方議價能力
    • 新進入者的威脅
    • 替代品的威脅
    • 競爭程度
  • 產業價值鏈分析
  • 宏觀趨勢對產業的影響（包括COVID-19的影響）
  • 公司名單（業主、製造商、安裝商）
  • 海底光纜名稱列表

第5章市場動態

  • 市場促進因素
    • 智慧型手機普及率和網路頻寬需求增加
    • 新興地區光纖連接的增加
  • 市場挑戰
    • 維護成本上升，衛星通訊投資擴大

第6章 市場細分

  • 按地區
    • 跨太平洋
    • 跨大西洋橫渡
    • 美國-拉丁美洲
    • 亞洲境內
    • 歐洲-亞洲
    • 歐洲-撒哈拉以南非洲

第7章 競爭格局

  • 公司簡介
    • 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8章投資分析

第9章 市場機會及未來趨勢

簡介目錄
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