Workflow
微软积极部署空芯光纤应用 | 投研报告
Zhong Guo Neng Yuan Wang·2025-09-11 01:16

Group 1 - The global hollow-core fiber market is projected to reach $8.22 billion by 2024, with China's market size at $0.07 billion, representing only 0.8% of the total, indicating significant growth potential [1][4] - Europe is the largest market for hollow-core fiber, holding a 45% market share in 2023, supported by top-tier research institutions and a well-established optoelectronic industry chain [1][4] - Microsoft plans to deploy 15,000 kilometers of hollow-core fiber over the next 24 months to enhance data transmission capabilities, claiming significant improvements in speed, bandwidth, and energy efficiency compared to traditional fibers [3][5] Group 2 - The electronic sector experienced an overall decline, with the SW electronic industry index dropping by 4.57% during the week of September 1-5, 2025, ranking 28th out of 31 sectors [2] - The top-performing sectors included power equipment (+7.39%) and comprehensive (+5.38%), while the electronic sector was among the worst performers, alongside defense and military (-10.25%) and computer (-7.27%) [2] - Key players in the hollow-core fiber market are accelerating their strategies, with companies like Microsoft and NKT Photonics focusing on the development and deployment of hollow-core fiber technologies [5]