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空芯光纤助力AI网络提速,DCIMPO拉动特种光纤增量需求
2025-08-13 14:53
Summary of Conference Call on Hollow Fiber Optics Industry Industry Overview - The hollow fiber optics industry is gaining traction due to its low latency and low loss characteristics, making it highly suitable for data center interconnects, with transmission speeds up to 4 orders of magnitude faster than traditional fibers [1][2] - The domestic market for hollow fiber optics is currently expensive, with China Mobile's procurement price for Longi hollow fiber reaching a maximum of 150,000 yuan per core kilometer, which is 2,500 times that of solid fiber optics [1][4] Key Insights - **Market Demand and Pricing**: The actual bidding price for hollow fiber optics is approximately 36,000 yuan per core kilometer, influenced by the early commercial stage and limited production capacity from leading companies [1][5] - **Global Market Trends**: Microsoft has acquired Nanosity and plans to deploy 15,000 kilometers of hollow fiber optics in the next two years, indicating strong interest from major tech companies like Meta and Google [1][6] - **Future Growth Projections**: Corning anticipates that the global network connectivity business will reach $1 billion by the end of 2023, with a compound annual growth rate (CAGR) of about 56% in the coming years [1][8] Competitive Landscape - The competitive landscape is characterized by both established companies like Corning and Yangtze Optical Fiber and new startups that collaborate with internet giants, allowing for a mix of dominance and opportunity in the market [1][7] - Major players in the traditional fiber optics market are expected to maintain their positions in the hollow fiber era, while startups can find growth opportunities through partnerships [1][7] Investment Opportunities - Significant investment opportunities exist in the hollow fiber optics sector, particularly for data center interconnects, with projects like the East Data West Computing initiative driving demand [1][12] - Companies to watch include Longi Fiber, Hengtong, and Fenghuo, as well as those in the connection chip and module sectors like LightSpeed Technology and Dekoli [1][12][14] Challenges and Opportunities in Traditional Fiber Market - The traditional fiber optics market faces challenges due to declining capital expenditures from operators, but opportunities arise from expanding overseas markets and decreasing raw material costs [1][13] - The export volume of multimode fibers is expected to grow, with a projected 24.8% increase in fiber exports in 2024 [1][11] Conclusion - The hollow fiber optics market is poised for rapid growth, driven by technological advancements and increasing demand from major tech companies, while traditional fiber optics companies can benefit from cost reductions and export opportunities [1][8][13]