The global fiber optic market price increase trend is further confirmed, with multiple stocks such as Far Sheng and Neng Tai Shan hitting the daily limit.

(Source: Caixin)

The global fiber optic market price hike trend, driven by AI data center construction and geopolitical demand, is further confirmed. Latest data shows that in the China market, the price of G652.D optical fiber has risen by more than 400% from last year’s low point. Institutions expect the global supply-and-demand gap for 2026-2027 to expand to 15%.

On the morning of April 7, fiber optic concept stocks became active again. Huiyuan Communications (000586.SZ) hit the daily limit up with a one-word limit. The leading company, Feitian Optical Fiber (601869.SH), reached a new high again. Tongding Interconnection (002491.SZ), Falsen (000890.SZ), Xinneng Taishan (000720.SZ), and Quartz Shares (603688.SH) all hit the daily limit up. Companies including Huamai Technology (603042.SH), FiberHome Technologies (002281.SZ), Yunnan Germanium Industry (002428.SZ), Hengtong Optoelectronics (600487.SH), and Fiberhome Communications (600498.SH) also followed the rise.

From the news side, as of April 6, 2026, the global fiber optic market price hike trend driven by AI data center construction and geopolitical demand has been further confirmed. Latest data shows that in the China market, the price of G652.D optical fiber has risen by more than 400% from last year’s low point. Institutions expect the global supply-and-demand gap for 2026-2027 to expand to 15%.

At the industry level, multiple national departments are actively promoting industrial upgrading. On the one hand, they are accelerating the joint R&D of high-precision satellite positioning, ship-to-shore communications, and low-orbit satellite coordination in the intelligent shipping field, thereby expanding maritime applications. On the other hand, they are optimizing the standards for radio frequency usage fees to reduce costs for industrial private networks, 5G-R, and space businesses, providing strong support for the rollout of new scenarios such as satellite internet and the low-altitude economy. Meanwhile, the explosive growth in AI compute power demand has caused China’s daily Token call volume to surge more than a thousandfold within two years, directly driving the rapid expansion of communication infrastructure. Against this backdrop, the fiber optic cable industry has officially moved from the recovery stage into a high-prosperity cycle characterized by “tight supply with both volume and price rising together.”

Guojin Securities released a research report stating that the OFC conference’s optimistic guidance points to demand growth for optical module companies. In 2026, the market size is expected to grow by 1.5 to 2 times. In 2027, it is expected to continue growing by another multiple on top of that. Arista officially announced the establishment of XPO MSA and launched a 12.8Tbps liquid-cooled, pluggable optical module, with a panel density of 204.8Tbps/OCP rack unit—4 times the existing 1.6T OSFP solution. This provides a path to extend the lifecycle of the pluggable optical module ecosystem. Lumentum predicts that the CAGR of indium phosphide chip products from 2026 to 2030 will reach 85%, benefiting the upstream optical chip industry.

China Galaxy Securities’ research report states that on the demand side, intelligent computing centers have seen a significant increase in demand for DCI (data center interconnect) and all-optical networks. According to CWW and CRU data, in 2025 global demand for fiber optic cables increased by 4.1% year over year, while the total demand for data center fiber optic cables increased by 75.9% year over year. Looking ahead, this will drive global fiber optic demand to climb to 880 million core-kilometers in 2027. On the supply side, because the global optical fiber preform rod capacity expansion cycle is relatively long (the capacity expansion cycle for optical fiber preform rods is about 2 years), but under the backdrop of price pressure earlier, overall capacity expansion has been relatively conservative. Also, the market at present is generally tilting toward specialty optical fibers. Based on both demand and supply factors, the institution believes that fiber optic cable prices still have potential to rise.

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