G. 652. D Fiber Optic Price Reference

In the second quarter of 2026, the G.652. D fiber optic market experienced a sharp price increase in the first quarter, but the upward trend slowed down significantly, and the market entered a high-level consolidation stage.

Although prices are still at historically high levels, the upward trend has gradually stabilized. The tense relationship between supply and demand has not fully improved, but all parties are starting to scrutinize price trends and their own strategies more rationally. From the perspective of price performance, although the price of G.652. D bulk fiber has rebounded from its historical high at the end of the first quarter in the second quarter, it is still much higher than the same period last year. After experiencing a significant year-on-year increase in bulk fiber prices in the first quarter and a passive situation where operator procurement projects frequently failed to meet or even fulfill contracts due to price limits far below market prices, multiple local Chinese telecommunications companies gradually implemented emergency procurement projects after multiple price adjustments in the second quarter, and initially formed a unit price level that is acceptable to both supply and demand sides. This process reflects the gradual exploration of executable price ranges by the purchasing party from the deep entanglement of the pricing mechanism in the first quarter, reflecting that the market is searching for price anchors after repeated games. However, it should also be soberly recognized that projects with constantly rising prices without actual transactions are ultimately castles in the air. The limited implementation of local procurement in the second quarter precisely indicates that prices are returning to a direction that the market can afford.

From the perspective of industrial structure, there was no substantial change in the pattern of capacity mismatch in the second quarter. New applications such as AI data centers and fiber optic drones continue to divert production capacity, while high value-added products such as G.657.A2 still have a significant crowding out effect on production lines. In addition, the upstream fiber preform production cycle is as long as 18 to 24 months, making it difficult for the supply of G.652. D fiber to keep up with demand for the time being. Some companies have announced expansion plans during the current boom, but it will take some time for the actual production capacity to be released, and the market environment will still be unknown at that time. Looking back at the past cyclical fluctuations in the fiber optic industry, the excess situation after blind expansion of production capacity has brought profound lessons to the industry. Enterprises should be more cautious in their expansion decisions.