The investment trend of fixed network can be seen from the c

In March 2014, China Mobile started the 2014 optical splitter product collection work, this collection is based on PLC technology optical splitter products, including the splitting ratio of 1:4, 1:8, 1:16, 1:32, 1:64, 2:8, 2:16, 2:32, 2: 64 A total of 9 specifications, the form of components including box, tray, chip, sub-frame and other four products. The procurement scale demand is about 2,092,432 sets.

 

Although the scale was expected to be about 2.09 million units at that time, China Mobile also pointed out that this tender is an estimate of the scale, and the tenderer has the right to adjust the scale of procurement according to the actual situation. China Telecom set 3.5 million light splitters this year, an increase of 50%. Industry insiders believe that after officially obtaining a fixed network license at the end of 2013, China Mobile's fixed network road has since embarked on a journey. Industry analysts said that the tender also shows China Mobile's determination to increase investment in fixed network construction from the side.

 

On August 5, China Mobile 2014 optical splitter product collection results were released. Nikhai Communication (winning share ratio 18.84%), Nanjing Huamai (winning share ratio 15.94%), Shenzhen Zhongxing Xindi Communication Equipment Co., LTD. (winning share ratio 14.49%), Fiberhome Communication (winning share ratio 13.04%), Hengtong Optoelectronics (winning share ratio 11.59%), Changzhou Taiping Communication (winning share ratio 1 0.14%), Zhongtian Broadband (8.70% of the winning share), Nanjing Putian (7.25% of the winning share) eight enterprises won the bid. It can be seen that the proportion of the winning enterprises is relatively average, and the proportion of the first place Nikhai Communication is not much different from that of other winning units.

 

Interestingly, in the 2012 China Mobile optical splitter collection results, the winning ratio of the eight winning companies is quite different, mainly because the principle of this bidding is (3/7) principle: When the number of non-first-time bid-winning manufacturers in mobile centralized procurement is greater than 5, the top 30% of the bid-winning manufacturers get 70% of the total quota, and other bid-winning manufacturers get the remaining 30% of the share. Then, when the top 30% and the bottom 70% of the bid-winning manufacturers are distributed, the principle of decreasing difference or increasing difference is adopted. According to this principle, Changzhou Taiping Communication (38.89%) and Shanghai Kuandai (31.11%) have obtained a total share of 70%.

 

 

The reason why the 2013 data is not listed is because China Mobile did not have a light splitter in 2013, while China Telecom set 2.33 million light splitters in 2013, down 20% from 2012. A year later, in 2014, the collection method of China Mobile optical splitter has also changed, and this collection only accepts the registration of manufacturers, and does not accept the registration of consortia, agents and OEM manufacturers. It can be seen from the above table that the proportion of the winning bid of the Sea Communication has changed greatly, and the Changzhou Taiping Communication has also fallen into the last three from the original champion, and the familiar figure of Tongding and ZTE has disappeared in this year's results.

 

It can be seen that the number of China Mobile optical splitters is on par with China Telecom, which shows what? Xiaobian believes that the chairman of China Mobile at the end of last year said that "there is something to do" is not credible, at that time the industry generally believes that China Mobile will not vigorously invest in fixed network, but now the data comes out to speak, do not invest is false, increase investment in fixed network is true. Of course, the collection basis is not very reliable, and there are time span factors to consider, but do not rule out China Mobile's interest in fixed network after getting a fixed network license. Although most of today's attention has been attracted by 4G construction, Xiaobian believes that the dynamics of fixed network investment are more worthy of the attention of the optical communications industry.