美国图谋打压中国海底电缆业后，日本被曝打算跟进：换下中企供应商

Core Viewpoint - Japan is planning a comprehensive inspection of its submarine cable infrastructure, focusing on whether companies have used key components from Chinese suppliers, following similar actions by the United States [1][3]. Industry Overview - The global submarine cable market is dominated by three companies: SubCom (USA), NEC (Japan), and Alcatel Submarine Networks (France), which together hold about 90% market share. Since 2008, Chinese companies have entered the market, now accounting for approximately 98% of the global submarine cable manufacturing and installation alongside the aforementioned companies [1][3]. Government Actions - The Japanese government will conduct an investigation during the fiscal year ending March 2026, encouraging companies to replace Chinese components if found. Concerns about rising costs may lead the government to consider subsidies to support these companies [1][3]. - Japan's reliance on submarine cables is critical, as 99% of its international communications depend on them. Any damage or delays in repair could severely impact financial transactions and daily life [3][4]. Supply Chain and Infrastructure - The investigation will also assess the operational capabilities of companies in laying and maintaining cables, which require specialized vessels. Currently, only KDDI and NTT own such vessels, while others rely on rentals [4][5]. - A fund of $440 million was established in 2022 to encourage the construction of more cables, and future amendments to the Economic Security Promotion Act may include submarine cable services as strategic [5][6]. Geopolitical Context - Japan's actions align with U.S. efforts to exclude Chinese companies from the submarine cable supply chain, citing national security concerns. This has raised alarms about Japan's dependency on Chinese vessels for cable maintenance [5][6]. - The U.S. has faced criticism for politicizing submarine cables, which are essential for global connectivity. Excluding Chinese suppliers could hinder rapid repairs of damaged cables, impacting infrastructure reliability [6][7].