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From the global fiber optic cable demand level analysis, overseas access network, copper technology accounted for as much as 68%, FTTx coverage rate as a whole about 30%, in the global fiber trend, the future of overseas optical fiber space more potential. It is estimated that over the next 5 years, compound growth in overseas demand will remain above 10%, with global growth expected to remain over 7%. From the domestic demand for the future of the three operators, the domestic high fiber boom will continue for at least 2-3 years. In addition, 5G era of things is coming, "5G base station densification + prequel fiber network" opens new growth space for fiber. Some research institutions predict that 5G uses centralized base station architecture, and CU/DU two level framework, will bring forward the new requirements of the network fiber before. Urban core block future 5G base station fiber distribution needs will be FTTx's 50%-300%. With the large-scale application of optical fiber network cost has been fully over copper network. In the global operators false start 5G, the fiber demand is expected to come early. Currently, the global government, operators and tower company, for the layout of 5G has accelerated the investment in optical fiber networks, to promote the world's optical fiber volume price in unison, but also directly promote the expansion of optical fiber manufacturers scale. |
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