Optical fiber and cable industry, "Tale of Two Cities"

Dickens' Tale of Two Cities "wrote" This is the best of times, it was the worst of times, it was the spring of hope, which is the winter of despair. "

          This is the best time, because the cable business looks very good, a few phone suddenly interrupted the dialogue editing and Chiang total, and these phones are mostly to goods. "This year we have been in out of state, I can only continue to explain to the client capacity and deployment issues."

          "Telecom operators in the two years launched a large-scale fixed-line broadband access, in particular, the size of the introduction of FTTH, fiber-optic industry, pulling effect is very obvious; radio and television network transformation and intelligent power grid construction company has some pull meaning, while the production capacity of China's optical fiber industry in the short term can not be honored, thus creating a gap with market demand. "Jiang Xiaoqiang said. In fact, there is a reason I must mention is that this earthquake occurred in Japan, the Japanese and global optical fiber industry is causing no small shock.

          "But this time the window is not very long, several major domestic manufacturers of fiber optic cable in some time ago on a large scale capacity expansion, the summit will reach 150 million core km, which will far exceed the capacity of the domestic market ; and international market development still need time and steps. At that time, there will be a large excess production capacity, which the manufacturers cost control and market development capacity of a higher challenge. "

          In recent years, first supporting the 3G network construction, upgrade and then the fixed-line access, domestic market demand for cable is in stable growth, but volatility is not large, chain capacity for such large-scale less likely to respond to fluctuations. In fact, go into the back, we find that: not very mainstream manufacturers recognized the absolute surplus caused by the shrinking market, they are more recognized is the "relative surplus", that as long as the cost of control over their peers, they will win the competition.