Global fiber optic prices have surged over 400%, with AI computing power and production capacity bottlenecks jointly driving a new industry cycle.

Global fiber optic prices have surged over 400%, with AI computing power and production capacity bottlenecks jointly driving a new industry cycle.

1. Key Price Surge

• G652.D bare fiber (core model) has surged over 400% globally since May 2025.
• China: RMB 83.40 per fiber-km in March 2026 (418% YoY, 165% MoM), breaking the previous cycle high.
• Europe: €7.94 per fiber-km in March 2026 (159% YoY, 136% MoM).

2. Main Drivers

• Demand: AI-driven data centers need high-capacity, low-loss fiber, with data center fiber demand surging 75.9% YoY in 2025.
• Supply: Shortage of optical fiber preform (core raw material), global production at nearly full capacity, and long expansion cycle.

3. Impact & Suggestion

• Many suppliers are renegotiating prices due to cost pressure.
• To avoid further cost increases and delivery delays, we recommend confirming your orders for fiber cables and related products (fusion splicers, OTDRs, etc.) as early as possible.