Page 20 - 2025年光通信竞争力报告(摘要版)

6 The competitiveness report on the Top 10 competitiveness enterprises in the optical communications industry China & Global market in 2025 (19th) (Abstract Edition)

Preface • Work summary

Looking back at 2025, the optical fiber and 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.
Despite the stability of global 5G investment and the decline in the scale of capital expenditure of operators, telecom operators
generally face the pressure of slow revenue in traditional businesses, but computing power networks, 5G-A and other emerging
technologies are becoming new revenue growth points for operators. In addition, there are diverse development trends in different
regions, and the demand growth in some regions, such as North America and the Middle East, is still an important driving factor for
the development of the telecom market.
Since 2006, the "Global and China Optical Communication Enterprises Competitiveness Evaluation" sponsored by the Institute
of Network Telecom Information has been held 19 years, fully presenting the industry pattern and the changes of enterprise
competitiveness through detailed data. The "Top 10 Global Most Competitive Optical Communication Enterprises in 2025" list clearly
reflects the current competitive situation of global and Chinese optical communication enterprises.
In the global optical fiber and cable list, the top ten global manufacturers occupy 91.74% of the market share in the optical fiber and
cable market, showing strong competitive advantages. The top ten companies are from five countries, including the United States
(CORNING), China (YOFC, HTGD, FiberHome,ZTT), Japan (Furukawa Electric/OFS, Sumitomo Electric, Fujikura), Italy (Prysmian)
and India (Sterlite). Among them, Chinese enterprises occupy four seats, accounting for 14.57%, 11.24%, 11.43% and 10.19% of the
global market share respectively. Indian enterprise Sterlite ranked again, accounting for about 3.80% of the market share.

Figure 1 Market Share of Enterprises in the Global Optical Fiber and Cable Field

From the perspective of the competitiveness index of financial data of enterprises, the American enterprise CORNING has a strong
competitiveness index of 2.4253 far ahead of the rest. YOFC and HTGD are ranked second and third with competitiveness index of
1.4375 and 1.2815 respectively. ZTT and FiberHome are ranked fourth and fifth with competitiveness index of 1.2800 and 0.8708,
showing strong market competitiveness. The competitiveness index of other enterprises in the top 10 are not quite different, with less
than 0.1 difference between Furukawa Electric/OFS and FiberHome, which shows the fierce competition.