What are the current development and market characteristics of the communication industry?

Mobile communication, optical network and network products are still hot products in the third quarter.

Affected by the news of the split of China Telecom and the reorganization of the telecom industry, the investment in data communication network was frustrated. While the industry is paying attention to China Telecom, the investments of China Mobile and China Unicom are growing rapidly in relative calm. China Mobile built a backbone transmission network, China Unicom vigorously built a CDMA network, and CDMA was upgraded immediately, making GSM, CDMA and optical transmission in mobile communication still the focus of network construction in the third quarter, and also the high growth point of the communication product market. Take Huawei as an example. In the third quarter, the contracted sales of optical network products reached 2 billion yuan, which is close to 5 billion yuan this year.

Network products are also on the rise. Affected by the start of the industry application market, compared with the total market of 5.67 billion yuan in the first half of the year, the network products grew rapidly in the third quarter, reaching 3.58 billion yuan. In the network product market, Cisco still occupies the high-end market despite the impact from companies such as Nepal, Huawei and ZTE. In the low-end market, domestic manufacturers have made a comprehensive breakthrough, which has been recognized by operators and users in various industries and gradually occupied a dominant position. At present, Huawei, Maipu, Boda and other famous brands have been formed.