2. Offshore optical cables have entered the replacement period. More than 95% of the world's international data is transmitted through submarine optical cable, which is the most important information carrier of contemporary global communication. 40% of submarine optical cable was built before 2000, and its service life is only about 25 years, and it has entered the end of its life cycle. In the next few years, it will enter the new and old transition period, bringing the peak of international submarine cable construction. Before 2000, the main construction body of submarine optical cable was telecom operators. In recent 10 years, due to the huge traffic demand, Internet companies such as Google and Facebook have gradually become the main body of construction. At present, there are more than 400 submarine cables in operation in the world, with a total length of 165438+ 10,000 kilometers. At present, Google's direct investment accounts for about 100000 km, which is equivalent to nearly 10% of all submarine optical cables in the world. In the future, all the giants in the world will continue to increase investment and construction.
3. There is a huge demand for architecture in China. The number of submarine cables in the United States is eight times that of China, and the per capita bandwidth is nearly 20 times that of China. The overseas business expansion of Internet companies has promoted the growth of international bandwidth demand, and the global layout and expansion of Internet companies in China are also inseparable from the interconnection of international land and sea cables. For example, Alipay has 870 million active users worldwide, including 552 million domestic users in China and 320 million overseas users. For example, NetScience has more than 300 acceleration nodes overseas, covering more than 40 countries and regions such as Europe, America, Southeast Asia and Africa. Submarine cable is an important way to access the Internet. Inland countries can also participate in submarine cable construction, and realize efficient connection with the Internet through backbone optical cables and submarine cable landing stations in neighboring countries. Therefore, the Belt and Road Initiative is also accelerating globalization.
4. With the rise of video services and cloud computing, the code stream has risen rapidly, and the construction of submarine optical cable can be accelerated as a member of the new infrastructure. Generally, submarine cables are laid by Internet companies and telecom operators. Raw material suppliers provide components, structural parts, metal structures, optical cables and auxiliary materials, and professional equipment service providers provide underwater equipment and onshore equipment. Submarine cable construction mainly includes EPC general contractor, optical cable manufacturing and marine equipment manufacturing. EPC general contractor is the main body of laying, responsible for project implementation, and has the most advantageous position in the industrial chain. Integrated products include submarine cables, underwater equipment and onshore equipment. The threshold of the project depends on the length of submarine cable and the difficulty of construction. With the increase of submarine cable length, the difficulty of submarine cable engineering is also increasing. Generally, systems over 500 km need the support of relay system. At present, the typical general contractors are: Nokia Alang, NEC, SubCom, Huawei Ocean and so on.