The competitiveness report on "the Top 10 competitiveness enterprises in the optical communications industry of Global & China market in 2025"

Looking back at 2025, the optical fiber cable industry, driven by both technological breakthroughs and market, faces both opportunities and challenges. The global 5G network coverage continues to deepen, and the demand for AI computing power explodes. The high-speed interconnection between data centers drives the demand growth of new types of optical fibers such as ultra-low loss optical fiber and multi-core optical fiber. The commercialization process of multi-core optical fiber and few-mode optical fiber accelerating, and the collaborative design of optical modules and optical fibers further reduces system power consumption. Emerging application scenarios such as submarine optical cables and space optical communication are gradually being implemented, and the whole industry is in a stage of "stable quantity and improved quality".

With generative AI technology becoming a key driving force and important transformative strength, the global telecom industry is facing multi-dimensional opportunities and challenges, and technological innovation and strategic transformation have become the breakthrough path for carriers.