It Is Said, Optical Fiber, The global Supply and Demand Gap will Expand to 15% from 2026 to 2027

.
The upward trend in prices has been further confirmed in official procurement. China Mobile recently announced the bidding results for its centralized procurement project of special Optical Cables from 2026 to 2027. The procurement scale is approximately 79,400 fiber kilometers, equivalent to 3.1310 million core kilometers, with the highest bid limit price excluding tax at a total price of 251,247,100 yuan. It is worth noting that, in terms of the winning bid prices, among the 8 winning bidders, 7 of them all bid at the highest limit price.
China Galaxy's analysis shows that the results of this centralized procurement once again confirm the significant upward trend in the prices of optical fibers and cables. The core driving force of The Optical Fiber industry has undergone a fundamental transformation: In the past, the industry's growth mainly relied on the construction of 5G base stations and the large-scale deployment of FTTH, essentially addressing the issue of "connection availability". The three major operators dominated the centralized procurement market with their strong bargaining power. However, since 2025, the global AI race has given rise to the construction of super-large intelligent computing clusters, and the demand for high-bandwidth and low-loss optical fibers in data center interconnection has soared, driving the industry to officially shift from "operator infrastructure-driven" to "AI computation-driven".