Chan Ye Xin Xi Wang·2025-09-21 01:21Core Viewpoint - The rapid development of technologies such as cloud computing, 5G, and the Internet of Things is driving exponential growth in international data traffic, leading to increased demands for the transmission capacity and stability of submarine optical cables. The submarine optical repeater, a key component in submarine cable communication systems, plays a crucial role in signal regeneration and amplification, thereby enhancing the reliability of communication systems [1][6]. Industry Overview - Submarine optical repeaters are essential for long-distance submarine cable transmission, compensating for signal attenuation and distortion through optical-electrical conversion and signal processing technologies [3][5]. - The industry is categorized based on the number of fiber pairs supported, including types such as 2-pair, 4-pair, 8-pair, and 16-pair, with the 16-pair type being the mainstream for complex deep-sea environments [3][5]. Market Size and Growth - China's submarine optical repeater market is projected to reach 9.2 billion yuan in 2024, representing a year-on-year increase of 24.3%, with expectations to grow to 12 billion yuan in 2025 [1][6]. Industry Development History - The development of submarine optical repeaters began with the rise of submarine cable communication technology, with significant advancements occurring in recent years. The first generation of repeaters was launched in 2018, followed by a second generation in 2023, which doubled the capacity and introduced modular designs [5][6]. Industry Chain - The submarine optical repeater industry has a complete supply chain, including upstream raw materials and components, midstream manufacturing and integration, and downstream applications and services [5][6]. Competitive Landscape - The industry has high technical barriers, with only a few global companies capable of production, including NEC (Japan), SubCom (USA), ASN (France), and Chinese firms like Huahai Communication and FiberHome [6][7]. Future Trends - Future developments in the submarine optical repeater industry will focus on three main areas: ultra-high-speed transmission, low-power design, and intelligent operation and maintenance [8][9]. - The application scenarios for submarine optical repeaters are expanding from traditional communication to marine economy, including offshore wind power and deep-sea observation [9][10]. Related Companies - FiberHome Technologies Co., Ltd. is a leading provider of information and communication network products, focusing on long-distance submarine cable communication systems [7]. - Jiangsu Hengtong Optic-Electric Co., Ltd. has been actively investing in the marine communication sector, with revenues from marine energy and communication expected to reach 5.738 billion yuan in 2024, a year-on-year increase of 69.6% [7].