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市場調查報告書
商品編碼
1734898
2032 年海底電纜市場預測:按組件、電纜類型、電壓、服務、應用、最終用戶和地區進行的全球分析Submarine Cable Market Forecasts to 2032 - Global Analysis By Component (Dry Plant Products and Wet Plant Products), Cable Type (Single Core, Multicore, Array Cables and Export Cables), Voltage, Service, Application, End User and By Geography |
根據 Stratistics MRC 的數據,全球海底電纜市場規模預計在 2025 年達到 354.1 億美元,到 2032 年將達到 591.4 億美元,預測期內的複合年成長率為 7.6%。
海底電纜,又稱為海底光纜,是鋪設在海底用於跨大陸和海洋傳輸通訊訊號的光纖電纜。這些電纜承載著超過95%的國際數據流量,包括私人數據、電話數據和網路數據,是全球網路基礎設施的基礎。海底電纜經久耐用,並採用多層材料保護,能夠承受深海壓力以及錨和海洋生物的潛在破壞。此外,鋪設海底電纜需要高度專業的船舶和技術,使其成為現代通訊網路和全球互聯互通中至關重要但往往不為人知的組成部分。
電訊(ITU)表示,海底電纜對全球通訊至關重要,承載著99%以上的國際數據,包括電子郵件、簡訊、串流內容和政府通訊。國際電信聯盟認知到海底電纜的重要作用,並成立了一個專門機構來加強海底電纜的保護和彈性。
全球網際網路和數據流量不斷增加
各行各業的數位轉型推動了全球網際網路使用量的指數級成長,從而大幅增加了產生和傳輸的數據量。雲端基礎應用程式、線上遊戲、視訊會議工具以及Netflix和YouTube等串流服務都需要跨洲可靠、高速的資料傳輸。思科預測,全球每月IP流量將超過Exabyte ,這是推動高容量海底電纜需求的主要因素。此外,這些電纜對於全球資料網路至關重要,因為它們提供了應對這一激增所需的頻寬和延遲效能。
前期投入高、實施週期長
鋪設海底電纜是一項艱鉅而昂貴的工程。計劃成本從1億美元到5億美元不等,具體取決於容量、長度和地理挑戰。除了電纜本身的成本外,還有授權、專用電纜敷設船、海上作業、線路勘測等費用。此外,從設計、製造到部署和測試,整個過程可能需要兩到三年以上的時間。這些漫長的前置作業時間和高昂的財務風險阻礙了經濟低度開發地區的市場發展,也阻礙了規模較小的營運商和預算緊張的政府的行動。
大陸和區域電纜的成長
除了遠距洲際電纜之外,對區域和洲內網路的需求也日益成長,這些網路可以促進本地資料流並減少對國際路由的依賴。金磚國家電纜、SAEx 和其他亞洲內部網路就是一些區域參與者正在探索自主連接解決方案的舉措的例子。這反過來又使政府、網路服務供應商和區域通訊業者能夠投資更短、更經濟的電纜系統,從而增強特定區域的資料安全性和延遲。
對國家安全和地緣政治緊張局勢的擔憂
海底電纜承載著全球99%以上的洲際數據流量,因此日益被視為戰略資產。由於地緣政治緊張局勢加劇,尤其是在美國、中國和俄羅斯等大國之間,人們對電纜所有權、控制權和監管權的疑慮日益加深。由於安全審查,尤其是在登陸站周圍,某些國家或組織支持的計劃可能會被禁止、限制或推遲。例如,美國當局出於對間諜活動的擔憂,拒絕了涉及中國公司的電纜登陸權。
新冠疫情對海底電纜市場產生了多方面的影響。遠距辦公、線上學習和更多數位化服務的興起推動了全球網際網路使用量的增加,凸顯了高容量、低延遲國際數據基礎設施的重要性。因此,對海底電纜的需求也隨之增加。然而,封鎖、供應鏈中斷、勞動力短缺、電纜鋪設許可證和船隻延誤等因素對市場造成了重大干擾。由於國際物流和海事工作受到限制,計劃被推遲或延期。不過,由於各國政府和私人實體在疫情後優先考慮數位連接,長期前景依然光明。
預測期內,乾燥植物產品市場預計將成為最大的市場
預計乾式設備產品領域將在預測期內佔據最大的市場佔有率。作為海底網路的基本組成部分,乾式設備產品對於確保洲際和海底網路的高速遠距連接至關重要。乾式設備產品是指在陸地上製造,然後在海上進行鎧裝和部署的光纖、電纜芯線和組件。此外,它們構成了資料傳輸的核心,並佔電纜總成本的很大一部分,因此,隨著全球資料流量、雲端運算和超大規模資料中心的成長,其需求也在不斷成長。
預計多芯電纜部分在預測期內將實現最高的複合年成長率。
預計多芯電纜領域將在預測期內實現最高成長率。這些電纜在單一電纜鞘套內整合多根光纖芯,可在不增加尺寸或成本的情況下顯著提升資料容量。電訊營運商和超大規模企業正在使用多芯解決方案來提高傳輸效率並降低每比特成本,以應對雲端運算、視訊串流和人工智慧工作負載帶來的日益成長的全球數據需求。此外,多芯電纜還支援空分複用 (SDM),該技術能夠提高容量並提升性能。該行業快速的市場擴張和技術進步源於其在新一代海底網路中日益廣泛的應用。
預計北美將在預測期內佔據最大的市場佔有率。該地區對數位連接的大量投資、高網際網路普及率以及先進的通訊基礎設施是主要驅動力。為了滿足雲端服務、資料中心和網路流量日益成長的資料需求,Google、亞馬遜和微軟等科技巨頭正在美國和加拿大大力投資海底電纜系統。此外,北美作為跨大西洋和跨太平洋數據路由入口網站的戰略定位,幫助其鞏固了在海底電纜市場的領導地位,從而推動了政府和商業部門的積極投入。
預計亞太地區將在預測期內實現最高的複合年成長率。快速數位化、網路使用率的提高以及中國、印度、日本和東南亞等國家的雲端運算的興起是這一成長的主要驅動力。對資訊服務、高速網路和區域連接日益成長的需求,正推動亞太地區對海底電纜基礎設施進行大量投資。此外,智慧城市、電子商務和工業自動化的發展進一步推動了對可靠、高容量海底電纜系統的需求,使亞太地區成為未來幾年成長最快的海底電纜市場。
According to Stratistics MRC, the Global Submarine Cable Market is accounted for $35.41 billion in 2025 and is expected to reach $59.14 billion by 2032 growing at a CAGR of 7.6% during the forecast period. Submarine cables, also known as subsea or undersea cables, are fiber-optic cables laid on the ocean floor to carry telecommunications signals across continents and oceans. These cables carry more than 95% of all international data traffic, including private, phone, and internet data, making them the foundation of the global internet infrastructure. Submarine cables are built to last a long time and are protected by several layers of materials that can withstand deep-sea pressure and possible harm from anchors or marine life. Moreover, their installation necessitates extremely specialized vessels and technologies, making them an essential but frequently unseen part of contemporary communication networks and global connectivity.
According to the International Telecommunication Union (ITU), submarine cables are vital for global communications, carrying over 99% of international data, including emails, texts, streaming content, and government correspondence. Recognizing their critical role, the ITU has established a dedicated body to enhance the protection and resilience of these cables, especially after several notable disruptions.
Growing internet and data traffic worldwide
The amount of data generated and transferred has increased dramatically due to the exponential growth in internet usage worldwide, which is being driven by digital transformation across sectors. Cloud-based apps, online gaming, video conferencing tools, and streaming services like Netflix and YouTube all need dependable, fast data transfer across continents. Cisco projects that monthly global IP traffic will surpass 396 exabytes, which is a major driver of the demand for high-capacity submarine cables. Additionally, these cables are essential to global data networks because they provide the bandwidth and latency performance required to handle this surge.
Expensive initial outlay and extended deployment period
Submarine cable installation is a difficult and expensive process. The cost of a project can range from $100 million to more than $500 million, depending on its capacity, length, and geographic difficulties. In addition to the actual cost of the cable, other costs include permitting, specialized cable-laying ships, marine operations, and route surveys. Furthermore, it can take two to three years or longer to complete the entire process, from design and manufacturing to deployment and testing. Market expansion in less economically developed regions is slowed by this lengthy lead time and high financial risk, which discourage smaller operators and governments with tighter budgets.
Growth of intracontinental and regional cables
The need for regional and intracontinental networks that can facilitate localized data flow and lessen reliance on international routing is increasing in addition to long-haul intercontinental cables. Examples of initiatives where regional players are looking for autonomous connectivity solutions include BRICS Cable, SAEx, and other intra-Asia networks. Moreover, this makes it possible for governments, ISPs, and regional telecom operators to invest in shorter, more affordable cable systems that enhance data security and latency in particular regions.
Concerns about national security and geopolitical tensions
Since submarine cables carry more than 99 percent of all intercontinental data traffic worldwide, they are increasingly regarded as strategic assets. Suspicion over cable ownership, control, and surveillance has increased as a result of rising geopolitical tensions, particularly between major powers like the United States, China, and Russia. Due to security vetting, particularly in the vicinity of landing stations, projects supported by specific nations or organizations may be prohibited, subject to limitations, or delayed. U.S. authorities have, for example, refused landing rights to cables that involve Chinese companies due to espionage concerns.
The COVID-19 pandemic affected the submarine cable market in a variety of ways. The importance of high-capacity, low-latency international data infrastructure was underscored by the global increase in internet usage, which was fuelled by remote work, online learning, and more digital services. This, in turn, increased demand for submarine cables. But lockdowns, supply chain disruptions, labour shortages, and delays in obtaining permits and ships to lay cables caused major disruptions to the market. Because of limitations on international logistics and maritime operations, projects were delayed or prolonged; however, the long-term outlook is still bright because governments and private entities are prioritizing digital connectivity after the pandemic.
The dry plant products segment is expected to be the largest during the forecast period
The dry plant products segment is expected to account for the largest market share during the forecast period. As the fundamental building blocks of submarine networks, dry plant products are essential for guaranteeing high-speed, long-distance connectivity across continents and undersea networks. Dry plant products are the optical fibers, cable cores, and components that are manufactured on land before being armored and deployed at sea. Moreover, they create the core of data transmission and make up a significant portion of the total cable cost, and their demand has increased with the rise in global data traffic, cloud computing, and hyperscale data centers.
The multicore cables segment is expected to have the highest CAGR during the forecast period
Over the forecast period, the multicore cables segment is predicted to witness the highest growth rate. These cables greatly increase data capacity without correspondingly increasing size or cost because they contain multiple optical fiber cores within a single cable sheath. Telecom operators and hyperscalers are using multicore solutions to increase transmission efficiency and lower per-bit costs in response to the growing global data demands brought on by cloud computing, video streaming, and AI workloads. Furthermore, space-division multiplexing (SDM), which allows for increased capacity and improved performance, is supported by multicore cables. Rapid market expansion and technological advancement in the industry are being fueled by their increasing use in new-generation submarine networks.
During the forecast period, the North America region is expected to hold the largest market share. The region's substantial investment in digital connectivity, high internet penetration, and sophisticated telecommunications infrastructure are the main drivers. In order to meet the increasing demands for data from cloud services, data centers, and internet traffic, major tech companies such as Google, Amazon, and Microsoft have made significant investments in subsea cable systems in the U.S. and Canada. Additionally, North America's strategic location as a gateway for transatlantic and transpacific data routes has solidified its market leadership in submarine cables, bolstering both government and commercial endeavors.
Over the forecast period, the Asia-Pacific region is anticipated to exhibit the highest CAGR. Rapid digitalization, rising internet usage, and the emergence of cloud computing in nations like China, India, Japan, and Southeast Asia are the main drivers of this growth. APAC is seeing significant investments in submarine cable infrastructure as a result of rising demands for data services, high-speed internet, and regional connectivity. Moreover, the demand for dependable and high-capacity undersea cable systems is further fueled by the region's growing smart city, e-commerce, and industrial automation, making Asia-Pacific the submarine cable market with the fastest rate of growth in the upcoming years.
Key players in the market
Some of the key players in Submarine Cable Market include NEC Corporation, LS Cable & System Ltd, NTT Communications Corporation, HMN Technologies Co., Ltd., Fujitsu Limited, Amazon.com, Inc., S.B. Submarine Systems Co., Ltd. (SBBS), Nexans S.A, Furukawa Electric Co., Ltd., SubCom, LLC, Hengtong Group Co.,Ltd, Microsoft, Prysmian Group, Google LLC and Sumitomo Electric Industries, Ltd.
In April 2025, LS Cable & System (LS C&S), Korea's biggest cable company, said Thursday it had secured a 200 billion won ($137 million) contract to supply high-voltage cables to Singapore. The deal, signed with Singapore's power supply authority, is part of a major energy infrastructure project aimed at transmitting solar-generated electricity from Indonesia to Singapore.
In July 2024, NTT Communications Corporation and transcosmos inc. hereby announce that the two companies entered into a strategic partnership agreement in the Digital BPO(R) *1 Solution services domain. Under the Agreement, the two companies will combine NTT Com's AI and other technologies and infrastructures with transcosmos's advanced business expertise and DX (Digital Transformation) talent to provide Digital BPO solutions that support businesses more than ever before.
In March 2024, NEC Corporation and Sumitomo Corporation have signed a strategic partnership agreement to expand global sales of NEC's agricultural ICT platform CropScope. Based on this partnership, NEC and Sumitomo aim to develop markets mainly in South America and the ASEAN region by utilizing Sumitomo's global network.
Note: Tables for North America, Europe, APAC, South America, and Middle East & Africa Regions are also represented in the same manner as above.