行业深度研究-2024年中国特种光纤行业研究：6G入局政府工作报告，特种光纤迎来黄金发展期（精华版）

Investment Rating - The report indicates a positive investment outlook for the special optical fiber industry, highlighting a golden development period driven by government policies and technological advancements. Core Insights - The special optical fiber industry in China is experiencing rapid growth, with market size increasing from 4.3 billion RMB in 2019 to 7.6 billion RMB in 2023, and projected to reach 13.1 billion RMB by 2028, driven by advancements in 5G communication, new infrastructure, and new manufacturing [3][38]. - Global special optical fiber market size grew from 1.5 billion USD in 2019 to 2 billion USD in 2023, with expectations to reach 3.4 billion USD by 2028, supported by increased infrastructure investment in the Asia-Pacific region [3][35]. - The competitive landscape in China is concentrated, with leading manufacturers such as Yangtze Optical Fibre and Cable Co., Ltd. and others holding a significant market share [3][38]. Summary by Sections Market Overview - The report outlines the macro market overview of the special optical fiber industry, emphasizing the supportive policies from the Chinese government aimed at promoting the sector's growth [2]. - It highlights the increasing market demand for special optical fibers in various applications, including communication, technology, and medical fields [2][3]. Market Size and Competitive Landscape - The global special optical fiber market is expected to grow at a compound annual growth rate (CAGR) of 11% from 2023 to 2028, while the Chinese market is projected to grow at a CAGR of 15% during the same period [3][36]. - The report identifies key players in the Chinese market, noting that top manufacturers account for approximately 35% of the market share [3][38]. Application Market Analysis - The report discusses the application of special optical fibers in various sectors, including advanced manufacturing, laser technology, and optical communication, indicating a strong growth trajectory in these areas [19][27]. - It notes that the domestic laser radar market is expected to see significant growth due to rising demand in autonomous driving and robotics, with the domestic production rate of laser radar expected to reach 88% by 2028 [22][24]. - The optical amplifier market in China is also highlighted, with a current domestic production rate of 95% and a projected increase in demand for special optical fibers used in these amplifiers [28][29].