Cable Prices Surge 77% on AI Boom
💡AI data center rush spikes fiber prices 77%—secure supplies for your infra now
⚡ 30-Second TL;DR
What Changed
Tianjin Telecom 24-core GYTA cable benchmark at 2212.59 yuan/km, up from 1245 yuan
Why It Matters
Raises telco capex for AI infra builds, risks delays in data center expansions amid supply crunch. Vendors gain pricing power but face ongoing bid battles.
What To Do Next
Audit your AI cluster's fiber specs and secure G.652.D quotes before Q2 procurements.
🧠 Deep Insight
Web-grounded analysis with 7 cited sources.
🔑 Enhanced Key Takeaways
- •China Mobile's 2025/2026 loose-tube optical cable tender awarded 98.8M F-km on June 7, 2025, with top winners ZTT, Hengtong, YOFC, and FiberHome securing 60% share at average prices around RMB54.80/F-km.[2]
- •China Telecom's 2025-2026 primary trunk optical cable tender pre-qualified Changfei Optical Fiber, Zhongtian Technology, Fiberhome Communication, and Hengtong Optoelectronics for G.654E and G.652D cables.[1]
- •China Telecom Guangdong suspended two 2026 fiber optic cable emergency procurement projects in early 2026 due to bids exceeding set limits amid price surges.[3]
📊 Competitor Analysis▸ Show
| Operator | Tender Details | Key Winners | Volume/Share | Price Benchmark |
|---|---|---|---|---|
| China Mobile | 2025/2026 loose-tube | ZTT (19.36%), Hengtong, YOFC, FiberHome | 98.8M F-km, top4 60% | RMB54.80/F-km [2] |
| China Telecom | 2025-2026 primary trunk | Changfei, Zhongtian, Fiberhome, Hengtong | Not specified | Not specified [1] |
🔮 Future ImplicationsAI analysis grounded in cited sources
⏳ Timeline
📎 Sources (7)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
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Original source: 虎嗅 ↗