Prices for G.652.D optical fiber have been on a continuous upward trajectory since late 2025. In March 2026, the price reached 83.40 RMB (around 12 usd) per fiber-kilometer—a staggering year-on-year surge of 418%—setting a new historical record. The market is currently in a phase of high-level volatility.
According to data from CRU, the price trend for spot G.652.D bare optical fiber in the Chinese market is as follows:
+ November 2025:** Approximately 18–20 RMB (around 3usd) per fiber-kilometer (bottom range).
+ January 2026:** Broke through the 30 RMB per fiber-kilometer mark, with the average price reaching 35–40 RMB (around 6usd).
+ February–March 2026:** The average price rose to 40–50 RMB (around 7.5usd) per fiber-kilometer; quotes from certain channels exceeded 50 RMB, representing a cumulative increase of 94%–144%.
+ March 2026:** The price reached **83.40 RMB (around 12usd) per fiber-kilometer**—a massive month-on-month jump of 165% compared to January, and a year-on-year increase of 418%.
+ Early April 2026:** The price briefly surged to **115 RMB (around 17usd) per fiber-kilometer** before retreating slightly to around **105 RMB (around 15.50usd) per fiber-kilometer**.

The core drivers behind this price surge include:
+ Explosion in AI Computing Demand:** The construction of hyperscale AI data centers has driven a massive surge in optical fiber consumption; a single AI cluster requires 5–10 times the amount of optical fiber used by a traditional data center.
+ Supply-Side Capacity Constraints:** The capacity expansion cycle for optical fiber preforms (fiber rods) is lengthy—spanning 18 to 24 months—and involves high technical barriers; global production capacity is currently nearing full utilization.
+ Structural Capacity Displacement:** Manufacturers are prioritizing the allocation of fiber rods toward high-margin specialty fibers (such as G.657.A2 and G.654.E), thereby further squeezing the supply of standard G.652.D optical fiber.
Projected Future Price Trends: Throughout 2026:** The supply-demand gap is expected to persist, and prices will likely remain in a state of high-level volatility—potentially trending slightly upward before undergoing minor corrections—yet remaining significantly higher than 2025 levels.