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1687264

海底光纜：市場佔有率分析、產業趨勢與統計、成長預測（2025-2030）

Submarine Optical Fiber Cable - Market Share Analysis, Industry Trends & Statistics, Growth Forecasts (2025 - 2030)

出版日期: 2025年03月18日 | 出版商:

Mordor Intelligence | 英文 167 Pages | 商品交期: 2-3個工作天內

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簡介目錄

預計 2025 年海底光纖電纜市場規模為 53.1 億美元，到 2030 年將達到 89.5 億美元，預測期內（2025-2030 年）的複合年成長率為 11.02%。

增加對高速網際網路基礎設施的投資是推動海底光纖電纜市場成長的主要因素之一。全球範圍內海量資料的產生和傳輸不斷增加是市場的主要驅動力之一。因此，預計許多網路骨幹業者將在預測期內投資海底光纜市場。

關鍵亮點

預計全球離岸風力發電的成長將推動市場成長。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開拓離岸風力發電產業，為市場成長創造了有利的條件。
隨著全球資料使用量的激增，對低延遲、高容量通訊基礎設施的需求也日益成長。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，光纖是一種更可靠、更快速、頻寬更高的資料傳輸模式。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。數位訊號通過光傳輸時，不會受到外界干擾，訊號損失也減少。其結果是遠距資料傳輸和網路更加可靠。此外，隨著這些網路的擴展，用戶流量將持續增加，因此需要建立標準化的光纖測試程序。
海底光纖電纜的鋪設和維護需要耗費大量的人力和物力，例如船舶、潛水員和安裝設備，因此，預計與海底光纖電纜相關的高維護成本將抑制海底光纖電纜市場的成長。這意味著鋪設、修理和維護海底光纜的成本很高。
全球經濟的擴張直接影響對海底光纖連接的需求。隨著經濟的擴張，對高速網路連線的需求使得海底電纜網路越來越廣泛。例如，根據世界銀行的估計，北美的GDP在2023年為32.32兆美元，預計在2023-24年間將成長1.5％，這將刺激商業活動的繁榮和海底光纜投資的潛力。

海底光纜市場趨勢

智慧型手機普及率的提高和對網路頻寬的需求正在推動市場

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度不斷提高、5G 的出現以及企業的行動優先方法是推動智慧型手機普及的關鍵因素。愛立信預計，到2028年，全球智慧型手機用戶數將達到77.43億，高於2022年的64.21億。
此外，愛立信表示，東北亞將在智慧型手機用戶方面領先（2022 年將達到 19.9 億），其次是中國（15.7 億）和東南亞及大洋洲（9.1 億）。智慧型手機用戶數量的增加將對網路消費和資料生成產生積極影響，進而推動對資料中心和其他數位基礎設施的需求，而高頻寬連接是這些基礎設施的關鍵要求。
根據2023年11月發布的愛立信行動報告，全球每部智慧型手機的平均資料消費量預計將持續大幅成長，從2023年的每月21GB增加至2029年的每月56GB。這樣的發展對網路頻寬需求的不斷成長產生了積極影響，進而推動了對海底光纜的需求。
更高的頻寬、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我們的日常體驗。頻寬需求通常每年都會大幅增加。因此，對更高頻寬服務的追求呈現持續趨勢，推動了海底光纖電纜市場的成長。
例如，2024 年 1 月，印度總理莫迪在拉克沙群島的卡瓦啟動了科欽-拉克沙群島海底光纖連接 (KLI-SOFC)計劃，該項目是眾多開發計劃中之一，總價值超過 115 億印度盧比（1388 萬美元），涉及水資源、醫療保健、技術、能源和教育等廣泛領域。
KLI-SOFC計劃將提高網路速度並釋放新的可能性和機會。專用海底 OFC 將確保拉克沙群島通訊基礎設施的模式轉移，從而實現更快、更可靠的網際網路服務、教育計劃、數位銀行、遠端醫療、電子化政府、數位貨幣採用、數位素養等。
這些發展，加上智慧型手機的日益普及以及全球對可靠、低延遲和高速通訊基礎設施日益成長的需求，預計將在預測期內推動所研究市場的成長。

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，幾乎每個人的日常業務都使用網路。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日益成長。由於跨太平洋地區國家缺乏海底通訊電纜系統，該地區對更快網路服務的需求不斷增加，促使世界銀行和亞洲開發銀行為新電纜系統提供資金。
根據日本內務部預測，2023年日本的FTTH合約數量將達到3,800萬以上。 FTTH於1999年引進日本市場，以相對較低的價格提供寬頻、高速的網路存取。
截至 2023 年 10 月，根據美國和澳洲的聯合協議，Alphabet（Google）營運海底電纜，為太平洋至少八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。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，Infinera宣布其ICE6 800G連貫光解決方案已部署用於跨太平洋Unity海底電纜系統的現代化和容量擴展。透過升級到 Infinera 的 ICE6 解決方案，Unity 電纜系統的容量將翻倍，每對光纖可提供高達 7.4Tbps 的傳輸速度。 Unity海底光纜系統由巴帝電信有限公司、Global Transit Limited（時代雜誌完全子公司）、Google、KDDI公司、Telstra和新加坡電信組成的財團聯合建設，於2010年4月開通營運。
此外，根據Corporate IT報告，智利的Fondo de Infraestructura SA已選擇BW Digital的子公司H2 Cable LP作為開發洪堡電纜系統的戰略合作夥伴，該電纜系統是第一條連接拉丁美洲與亞太和大洋洲的海底電纜。 14,810 公里長的洪堡電纜系統提供端到端的連接。

海底光纜市場概況

海底光纖電纜市場主要由阿爾卡特海底網路有限公司、富士通有限公司、全球海事集團、HMN 科技公司和 IT 國際電信公司等主要企業組成。市場供應商正在採用夥伴關係、合併、創新和收購等策略來加強其產品供應並獲得永續的競爭優勢。

2023年9月，Orange宣布擴大對海底電纜產業的投資，以保持在電纜安裝和維護技術的前沿。建造一艘新的電纜船比改造現有船隻的投資更大。但對 Orange 來說，這意味著可以從對環境影響最小、設備齊全、能夠滿足世界日益成長的連接需求的船舶中受益。 Sophie Germain 號長 100 米，配備：船體採用模型油箱設計和測試，以減少燃料消耗，非常適合電纜維修。將使用最先進的 450kW ROV（遙控潛水器）來切割、檢查和埋設電纜，這些電纜存儲在船上的專用機庫中。

Orange Marine 自行設計並建造了這款 ROV。透過連接岸電，可以減少拋錨時的二氧化碳排放。「CLEANSHIP」分類（冷媒氣體洩漏的受控檢測、特殊的防污塗層、大容量廢棄物儲存等）意味著對環境的影響較小，可減少20％的二氧化碳排放和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性。

2023年9月，NEC完成了採用新型轉發器的光纜系統遠距現場試驗，該系統的傳輸性能達到世界最高水平，即每秒800Gigabit（Gbps）。這項破紀錄的現場試驗是使用 NEC 最新的轉發器 XF3200 在印尼最大的通訊業者PT Telkom Indonesia (Persero) Tbk (Telkom) 旗下的印尼全球閘道 (IGG) 海底光纜 (*) 上進行的。在現場試驗中，800 Gbps 光訊號在 2,100 公里的波長復用距離上傳輸，這是迄今為止記錄的最長距離。

其他福利

Excel 格式的市場預測 (ME) 表
3個月的分析師支持

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章市場機會與未來趨勢

簡介目錄

Product Code: 58012

The Submarine Optical Fiber Cable Market size is estimated at USD 5.31 billion in 2025, and is expected to reach USD 8.95 billion by 2030, at a CAGR of 11.02% during the forecast period (2025-2030).

Submarine Optical Fiber Cable - Market - IMG1

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 Market 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

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.)