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According to TrendForce Jibang Consulting's latest communications industry research, as AI data centers, cross-data center interconnection, and high-capacity backbone network construction drive fiber demand, it is estimated that the global optical fiber supply and demand gap will reach 180 million core kilometers in 2026, and supply contraction will drive the spot price of finished optical fiber products to increase 2.8 to 5 times more per year. To this end, telecom vendors have begun to gradually adjust their procurement models, shifting from short-term to long-term arrangements in order to lock down optical fiber resources in advance.
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According to TrendForce Jibang Consulting's latest communications industry research, as AI data centers, cross-data center interconnection, and high-capacity backbone network construction drive fiber demand, it is estimated that the global optical fiber supply and demand gap will reach 180 million core kilometers in 2026, and supply contraction will drive the spot price of finished optical fiber products to increase 2.8 to 5 times more per year. To this end, telecom vendors have begun to gradually adjust their procurement models, shifting from short-term to long-term arrangements in order to lock down optical fiber resources in advance.
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