Page 38 - Market Analysis Report of Optical Communications Field in China & Global market 2025

competitive advantages. The Top 10 enterprises are occupied by
5 countries, respectively from 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
4 seats, accounting for 14.57%, 11.24%,11.43% and 10.19% of
the global market share respectively. Indian enterprise Sterlite is
listed again, occupying about 3.80% of the global market share.
Figure 1 Global fiber optic cable company market
share
Data source:Compiled and drawn by the Network
Telecommunication Research Institute
2. The current state of China's optical fiber and cable
market
Benefiting from the continuous development of 5G network
construction, fiber to the home, Internet of Things, big data,
dual gigabit cities terabit optical network construction, as
well as the deployment of "East Data, West Computing", and
the application development of artificial intelligence, China's
communication network transmission capacity continues to
improve steadily, continuously driving new demand growth and
product upgrading for optical fiber and cable, and in the first half
of 2025, the Chinese optical fiber and cable market maintained
stable growth. In addition, since the beginning of 2025, the
three major operators have launched a new round of large-
scale optical fiber and cable group procurement, which has also
injected a "strong heart needle" and "calming pill" into the industry, and
the optical fiber and cable market is expected to continue to revive.
The total length of optical cable lines in China has steadily
increased. With the overall network construction and the
development of the digital economy in China, the construction
of 5G network and the upgrading of gigabit fiber have driven the
continuous improvement of market demand, leading to a steady
growth in the total length of optical cable lines. According to
the data released by the Ministry of Industry and Information
Technology, by the end of March in 2025, the total length of
optical cables in China had reached 74.54 million kilometers,
a net increase of 1.66 million kilometers over the end of 2024,
with an increase of 2.28% a year.
Domestic market demand recovers, and the three major
operators start the "big year" of centralized procurement. Since
the end of 2024, the headquarters and local branches of the three
major operators have launched centralized procurement projects
related to optical fiber and cable, such as ordinary optical cable,
trunk optical cable, butterfly optical, optical fiber distribution
frame, optical splitter, feeder, hollow core optical fiber, etc.
In terms of the larger-scale ordinary optical cable centralized
procurement, on December 6, 2024, China Unicom's official
website issued a notice announcing the start of bidding for the
36
2024 China Unicom Optical Cable Procurement Project, with
a total purchase of 65.7859 million core kilometers of ordinary
optical cable, trunk optical cable and butterfly optical cable; on
May 8, 2025, China Mobile headquarters launched the 2025-
2026 ordinary optical cable product centralized procurement,
purchasing 3.2068 million PLC kilometers of ordinary optical
cable products, which is equivalent to 98.84 million core
kilometers; On July 1, 2025, China Telecom officially issued a
notice of centralized pre-qualification for the 2025-2026 annual
outdoor optical cable and lead-in optical cable procurement
project, indicating that the 2025-2026 annual outdoor optical
cable and lead-in optical cable centralized procurement project
of China Telecom has been approved but the specific purchase
quantity and purchase amount have not yet been announced. The
total scale of the three major operators' centralized procurement
is expected to reach 230 million core kilometers, which is a
significant increase over 2024.
The market competition pattern is basically stable, and the head
effect is obvious. In terms of competition pattern, after going
through the full competition of multiple communication cycles,
major manufacturers in China's optical fiber and cable industry
have formed a relatively stable industry pattern.
According to the list of "Top 10 Most Competitive Companies
in China's Optical Fiber and Cable Industry in 2025”, YOFC,
HTGD, FiberHome, ZTT, TONGDING, ETERN, SDGI,
Tongguang, FUTONG, and Nanfang are ranked in the top
ten respectively. In terms of market share, the top 10 leading
manufacturers occupy about 93% of the market share.
Figure 2 China fiber optic cable company market
share
Data source:Compiled and drawn by the Network
Telecommunication Research Institute
The revenue of optical fiber and cable enterprises has maintained
a relatively stable trend. In 2025, the total revenue of major
listed optical fiber cable enterprises was about 42.6 billion yuan,
with a 5% increase over the previous year.
China's major optical fiber and cable companies are accelerating
their global layout and actively expanding overseas markets.
With the construction of China's "Dual Gigabit" network and
5G entering a stable period, the market demand growth rate
has slowed down, the industry's overcapacity has led to fierce
price competition, while countries (such as Southeast Asia,
Latin America, Africa) are accelerating the coverage of optical
fiber networks, and the European and American markets are
also upgrading data centers and submarine optical, overseas
demand continues to release, and the market space is broad. The
national "Belt and Road" initiative encourages enterprises to "go
out", and trade agreements such the RCEP reduce the threshold