Page 37 - Market Analysis Report of Optical Communications Field in China & Global market 2025

3.Artificial intelligence and computing power infrastructure
construction have significantly accelerated.
With the continuous popularity of artificial intelligence (AI),
the data center, as the infrastructure support, has also set off a driving the industry's cost to continue to optimize. Domestic
new round of boom. China highly values the development of
artificial intelligence and actively promotes the deep integration market share and technological innovation, but international
of the Internet, big data, artificial intelligence and the real
economy, cultivating and strengthening the intelligent industry .
The Ministry of Industry and Information Technology issued
the "Action Plan for Computing Power Interconnection" in
May 2025, aiming to the construction of a computing power
interconnection system, achieve standardized interconnection
of public computing power resources from different entities
and architectures, improve the utilization efficiency and
service level of public computing power, and promote the
high-quality development of computing power. Operators are
actively implementing the goal of building a national integrated
computing power network, accelerating the improvement of
computing power network layout. By the end of 2024, the three
basic telecommunications enterprises had provided 830,000
data center racks to the public. The construction of computing
centers has been accelerated, and the implementation of the
10,000-card cluster project has achieved a total intelligent
computing power of more than 50EFops (FP16), which has
doubled. At the recently held 2025 Green Computing Power
(Artificial Intelligence) Conference, the Green Computing
Power Development Research Report (2025)" released by
the China Academy of Information and Communications
Technology shows that the average growth rate of China's
computing power total scale the past five years has been nearly
30%, and the total computing power scale at the end of 2024 has
reached 280EFLOPS ranking in the forefront of the world, and
the computing power industry has shown distinct characteristics
of green and low-carbon development.
In the first half of 2025, China's generative AI products have
made all-round progress from technology to application,
with an increase in the number of products and a continuous
expansion of application scenarios. The 56th "Statistics Report
on the Development of China's Internet" recently released by
the Internet Network Information Center (CNNIC) shows that
in 2024, China's AI industry scale exceeded 700 billion yuan,
maintaining a growth rate more than 20% for many years. It is
expected that China's AI industry scale will reach 866.2 billion
yuan in 2025, 1039.4 billion yuan in 2026. The monitoring data
of the China Academy of Information and Communications
Technology show that there are more than 35,000 AI enterprises
worldwide, and more than 5,100 in China, accounting for about
15% of the global total. The industry scale to expand, forming
a complete industrial system covering the basic platform and
industry applications.
II: 2025 Optical Communication Market Analysis
At present, the new round of technological revolution and
industrial transformation is deeply developing, artificial
intelligence technology continues to break through, and is
reshaping global innovation and development pattern in a
disruptive way. In the first half of 2025, the global optical
communication market continued its high-speed growth
momentum, mainly benefited from the in-depth coverage of
5G network, the expansion and upgrade of data centers, and
the continuous advancement of large-scale projects such as the
“East Data, West Computing”. The demand for 400G/800G
high-speed optical modules has surged, silicon photonics
technology has further penetrated, and new solutions of
LPO (linear direct drive) have accelerated commercial use,
manufacturers have performed outstandingly in terms of
competition has intensified, and some regions have appeared
adjustments in supply chains. In addition, the explosive demand
for AI computing power has led to the upgrading of optical
inter- technology, and CPO (co-packaged optics) technology
has become a hot spot in the industry, with several leading
companies announcing plans for mass production of related
products. Overall the market presents a pattern of "simultaneous
increase in volume and price", but fluctuations in raw materials
and geopolitical factors still pose potential risks.
1. Global optical fiber and optical cable market
In the first half of 2025, the global optical fiber cable market
maintained steady growth and showed signs of recovery.
Although the growth rate of traditional telecommunications
infrastructure construction has slowed down, the rapid
advancement of new infrastructure such as 10G optical
networks and computing power networks, the driving force of
demand for the upgrading submarine optical cables, and the
continuous expansion of overseas markets have still injected
new impetus into the development of the industry. According
to the report released by CRU, global demands for optical fiber
and cables will recover and grow in 2025, and maintain a stable
compound annual growth rate of about 4% from 2025 to 2029.
According to Reports and Data, the global optical fiber market
size is expected to reach 11.18 billion US dollars by 2030, with
an annual compound growth rate of about 9.3%.
In terms of production capacity, price fluctuations of raw
materials have led some manufacturers to adjust their
quotations, but the overall industry capacity is sufficient. Top
companies as YOFC, HTGD, CORNING, and Sumitomo
Electric continue to expand their high-end product layout. The
situation of inventory pressure was alleviated in 2024. In addition,
the trend of green and low-carbon manufacturing is accelerating, and
recyclable optical fiber technology has become a new competitive
point, but geopolitical factors still bring uncertainty to the supply chain
in some regions.
The current digital economy is entering a new era with
computing power as its core, and building a high-quality
optical network connection with new fiber has become a key to
supporting the development of computing power applications.
The demand for higher bandwidth and faster connection speed
is growing, which will effectively support the market demand
for optical fiber and cables. It is expected that the global optical
fiber interconnection market will expand at a Compound
Annual Growth Rate (CAGR) of 15.00% from 2023 to 2030,
which will provide great opportunities for the development of
the optical fiber and cable market.
The result of the selection of the "Top 10 Most Competitive
Companies of Global Optical Communication in 2025", by the
Institute of Network Telecommunications Information, clearly
shows the competitive situation between enterprises in the
global|Chinese optical communication industry and various sub-
industries in 2025. In the global optical fiber and cable list, the
top ten global manufacturers account for 91.74% of the market
share in the optical fiber and cable market, displaying strong
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