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From: Paul H. Christiansen	1/31/2019 4:59:23 PM
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China will remain the most important region for suppliers of optics in 2019-2023 Over the last decade, China has had a greater impact on the global optical communications industry than any other country, and in some cases more than all other countries combined. People in China are proud of these achievements and the Chinese government plans to continue leading the rest of the world with fast paced, large-scale infrastructure projects. The rapid rise of China raised a few “red flags” around the world in 2018. The US government launched a full scale trade war with China. A temporary ban on ZTE in 2018, and the ongoing dispute with Huawei all seem to be part of a larger US government agenda to curb the influence of China on the global economy. The problem is that world economy is so interconnected now, that trade barriers imposed by one country are likely to hurt consumer confidence and businesses globally. . . . New domestic infrastructure projects will keep the Chinese suppliers busy in 2019. China is accelerating deployment of 5G wireless infrastructure and it granted licenses to the three largest CSPs in December 2018. China Mobile plans to start commercial deployments in the second half of 2019 and China Telecom and China Unicom plan to start in early 2020. Domestic 5G deployment will generate large contracts to the Chinese equipment suppliers to offset slower business abroad. It will also boost demand for higher speed optical transceivers, including wireless fronthaul, Ethernet and DWDM modules. *Read More - LightCounting*

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