远东股份加码AI全光互联产线产品布局

Core Viewpoint - The optical fiber and optical preform industry is entering a prosperous cycle, driven by surging demand from AI data centers and overseas markets, leading to a tight supply-demand situation. Group 1: Company Production Capacity - The company has achieved an annual production capacity of 300 tons of RIC optical fiber preforms, 10 million core kilometers of optical fibers, 3 million core kilometers of outdoor optical cables, and 100,000 core kilometers of indoor optical cables [1] - The company plans to achieve high-end multimode fiber production by the end of June this year and aims to complete the second phase of production expansion for G.657A1/A2 optical fiber preforms and fiber drawing by 2026, reaching a total optical preform capacity of 800 tons per year and a fiber drawing capacity of 26 million core kilometers per year [3] Group 2: Industry Demand and Trends - The optical fiber and optical preform industry is experiencing a significant transformation due to AI, which is reshaping the demand for optical fibers and cables, potentially leading to a supply shortage in the next two years [1] - According to research from CICC, the current global optical preform capacity is around 25,000 tons, with an expected increase to only 26,000 tons by 2027, indicating a potential supply-demand imbalance [1] Group 3: Technological Advancements - The company has developed advanced VAD (Vapor Axial Deposition) and RIC process routes for large-scale production of G.657.A1/A2 optical fibers, catering to the complex wiring needs of AI training clusters and data centers [2] - The company has achieved breakthroughs in hollow-core anti-resonant fiber technology, enhancing single-mode transmission efficiency by 30% and expanding bandwidth to the full spectrum of 1260nm-1625nm, addressing non-linear distortion issues in traditional fibers [2] Group 4: Cost Efficiency and Future Plans - The company's full-process control from preform production to cable manufacturing has reduced product delivery cycles by 40% and overall costs by 15% [3] - Future projects are in planning, with expectations to achieve an annual production capacity of over 1,600 tons of single-mode/multimode preforms and a series of high-tech products related to AI full optical interconnection by 2027 [3]