en.Wedoany.com Report on Mar 27th, The latest research report from CITIC Securities points out that since the third quarter of 2025, the price of optical fiber in the Chinese market has been continuously rising, reflecting an industry landscape of strong downstream demand and overall tight supply. At the same time, overseas market demand is robust, with strong export performance, further confirming the vigorous demand trend in the global optical fiber and cable market.
The research report analysis suggests that AI-driven optical fiber demand will continue to grow at a high rate, primarily driven by three major factors: First, the global demand for optical modules is still expected to increase significantly in 2026, and as optical fiber is an upstream component of optical modules, its demand will rise accordingly; second, it is anticipated that optical fiber demand in the Scaleup (scale expansion) field is expected to pick up in 2027, bringing new incremental demand to the industry; third, Data Center Interconnect (DCI) will also generate substantial optical fiber demand, as the expansion of AI computing power cluster scales continues to unleash the need for high-speed interconnectivity between data centers.
From the perspective of the industry cycle, the optical fiber and cable industry has shifted from a recovery phase to a new stage of "tight supply, rising volume and prices." As a capital-intensive industry, the capacity expansion cycle for optical fiber and cable is relatively long, making it difficult to add new capacity in the short term. The report predicts that against the backdrop of a supply side that is unlikely to respond quickly, optical fiber prices are expected to continue rising, and the industry's profitability will continue to recover.
CITIC Securities stated that it continues to be optimistic about the investment opportunities in the optical fiber and cable sector. With the ongoing advancement of AI computing power infrastructure construction and the acceleration of the global digitalization process, optical fiber and cable, as the core carrier of information transmission, is ushering in a new cycle of demand expansion. Leading companies, with their technological advantages, production capacity scale, and customer resources, are expected to fully benefit from this industry upturn cycle.
