Triple Play on the Horizon: Communication Equipment Industry Ushers in Major Opportunities

With Triple Play on the horizon, the communication equipment industry is set to reap the greatest benefits, and Triple Play also drives related industries such as cable TV, content providers, and the electronics sector.
A Raytrans Digital professional noted, "Regardless of the competition between telecom and broadcasting operators, Triple Play is an inevitable trend. The direct beneficiaries of Triple Play are undoubtedly equipment providers—somewhat akin to China's launch of 3G, where the three major operators may not benefit in the short term, but communication equipment manufacturers gain substantially."

According to statistics, the total optical communication market capacity in 2008 was less than RMB 18 billion. If the overall Triple Play plan is completed by 2015 as per government planning, the annual growth rate of the optical communication market should be no less than 30%. Stimulated by policy, the optical communication sector remains a focal point for capital in the short term.

Triple Play benefits a range of industries, including communication equipment, terminal services, electronics, and the computer industry, such as [Optical Terminal](

Content Providers Have Greater Market Potential in Triple Play

Triple Play is not merely an investment in a single network; once network construction is largely complete, content becomes the key factor in attracting audiences. Industry insiders generally favor the development of content providers, and Triple Play is also expected to make them the biggest beneficiaries.