Live Updates > Live Update Details
2026-05-15 21:40:42
[Supply Falls Short of Demand, Specialty Optical Fiber Prices Surge 10-Fold, Domestic Fiber Optic Modules Sell Like Hotcakes Globally] In the first quarter of this year, exports of several products, including optical fiber cables and optical modules, saw double-digit year-on-year growth, with many companies having export orders booked until 2028. Among them, the price of specialty optical fiber products has increased tenfold in one year, yet supply still falls short of demand. Although orders have increased fourfold year-on-year, production capacity is limited, with shipments only doubling, and customers need to pay deposits in advance to lock in production capacity. Meanwhile, the export scale of optical modules responsible for photoelectric signal conversion is also continuously growing. In the first quarter of this year, optical module exports increased by about 30% year-on-year. A 1.6T optical module produced by an optical module company in Wuhan has become the most sought-after product overseas, capable of transmitting 95 2GB movies per second, with a single unit priced at approximately $1,000. On the surface, it's the global surge in sales of optical fiber cables and optical modules; in essence, it's the historic opportunity brought about by the AI computing power revolution. The dense establishment of global computing centers and the exponential growth in bandwidth demand have propelled China's optical communications to the center stage. Chinese companies not only hold over 70% of the global market share for optical modules and 60% for optical fiber, but are also accelerating their progress in cutting-edge fields such as hollow-core optical fiber, high-speed optical modules, and even super-interconnect modules. (CCTV Finance)
