--- title: "Domestic optical fibers see a global \"explosion in orders,\" with some product prices soaring by 650%, and orders extending into the first quarter of next year" type: "News" locale: "en" url: "https://longbridge.com/en/news/283250700.md" description: "This year, the domestic optical fiber industry has seen a rare phenomenon of \"simultaneous increase in volume and price,\" with some optical fiber product prices skyrocketing by 650%, and orders have been scheduled until the first quarter of next year. Jiangsu HTGD's optical fiber production and sales volume in the first quarter increased by more than 35% year-on-year, with overseas sales growth exceeding 55%. The price increase is mainly driven by the surge in demand for AI computing power and data centers, with spot prices significantly rising, and the price of mainstream G.652.D single-mode optical fiber rising from less than 20 yuan to 83.4 yuan per core kilometer" datetime: "2026-04-19T08:19:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/283250700.md) - [en](https://longbridge.com/en/news/283250700.md) - [zh-HK](https://longbridge.com/zh-HK/news/283250700.md) --- # Domestic optical fibers see a global "explosion in orders," with some product prices soaring by 650%, and orders extending into the first quarter of next year Since the beginning of this year, the domestic optical fiber industry has shown a rare prosperous trend of "simultaneous increase in quantity and price," with some optical fiber varieties experiencing a price surge of 650% compared to the same period last year. Leading companies have seen their production and sales volumes increase several times year-on-year, with orders on hand already scheduled until the first quarter of next year. **Price Surge: From "Cash on Delivery" to "Payment Before Delivery"** According to a report by CCTV Finance on April 18, a person in charge of an optical fiber production company in Jiangsu revealed that the price of G.657.A2 optical fiber skyrocketed from 32 yuan per core kilometer last year to 240 yuan, an increase of 650%. "Previously, payment was made after the goods were shipped; now buyers pay first, and we ship afterward, so there's no worry about sales." Yan Guicheng, chief analyst of the telecommunications industry at CITIC Construction Investment Securities, further pointed out that the price of optical fiber was about 40 to 50 yuan per core kilometer at the end of last year, while the latest price has risen to over 200 yuan, showing a significant increase. The spot price of the mainstream G.652.D single-mode optical fiber has also surged rapidly. According to CRU data, the price of this variety rose from less than 20 yuan per core kilometer at the beginning of 2025 to 83.4 yuan per core kilometer in March 2026, with a cumulative increase of over 400%. **Explosive Production and Sales: Overseas Growth Exceeds 55% in Q1** While prices soared, the production and sales of optical fibers also exploded simultaneously. Jiangsu Hengtong Optical Fiber Technology Co., Ltd. reported a year-on-year increase of over 35% in optical fiber product production and sales in the first quarter, with overseas sales growth exceeding 55%, primarily targeting North America and Southeast Asia. Hengtong stated, "We currently have ample orders on hand, and production has been scheduled until the first quarter of next year." Another Jiangsu optical fiber company, Tongding Group, saw its production and sales volume increase nearly fivefold year-on-year in the first quarter. Export data also confirms this trend. In February 2026, China exported approximately 3,779.9 tons of optical fibers, amounting to 790 million yuan, representing year-on-year increases of 63.6% and 126.8%, respectively. Based on an estimate of about 0.15 kilograms per kilometer of optical fiber, the monthly export of optical fibers was approximately 25.2 million core kilometers, accounting for about 65% of the domestic effective production in that month. CITIC Construction Investment Securities' research report further pointed out that about 80% of the domestic optical fiber monthly output may have already been exported. **Core Engine of Price Increase: Explosion of AI Computing Power, Surge in Data Center Demand** This round of price increases is fundamentally different from the cyclical fluctuations driven by 5G operators' centralized procurement in the past. Peng Chuyu, manager of the optical fiber R&D department at FiberHome Technologies, stated that previously, data centers below the scale of 10,000 racks might only require several thousand kilometers of optical fiber, but with a significant increase in computing power, the demand for optical fiber has grown by 5 to 10 times. CITIC Construction Investment's research report pointed out that global demand for optical fibers and cables is expected to grow by 4.1% year-on-year in 2025, with demand for optical fibers and cables in data centers expected to increase significantly by 75.9% year-on-year. It is anticipated that global optical fiber demand will rise to 880 million core kilometers by 2027. In terms of price, the trend of optical fiber price increases has spread globally—prices of similar products in the European market have increased by 136% compared to January of this year and by 159% year-on-year Yan Guicheng further predicts that last year's global fiber optic shipment volume was about 650 million core kilometers, and this year's expected demand is likely to exceed 800 million core kilometers, with a supply gap estimated between 5% and 10%. "Overall, the industry's prosperity and prices for the entire year are optimistic." **Supply Bottleneck: Long Expansion Cycle for Optical Rods, Companies Accelerate Production Expansion** In the face of strong demand, the industry's supply is facing "rigid constraints." As the core component of fiber optic production, optical fiber preform has a high technical barrier and large investment scale, with an expansion cycle lasting 18 to 24 months, becoming a bottleneck that restricts supply. Sun Wei, R&D Director of HTGD, stated that the company is striving to increase overall production capacity by more than 50% this year through technological improvements and multi-base collaboration. **From Scale Advantage to Technological Leadership** Currently, China has established a complete industrial chain system covering "optical fiber preform - optical fiber - optical cable." Zhao Xin, a senior engineer at the Institute of Technology and Standards of the China Academy of Information and Communications Technology, pointed out that the focus of China's optical fiber industry development is accelerating its shift from scale advantage to technological leadership. It is expected that the global demand for optical fibers and cables will have an average annual growth rate of over 5% in the next five years. 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