![]() |
市场调查报告书
商品编码
1938763
光纤前驱体市场-全球产业规模、份额、趋势、机会及预测(按类型、技术、应用、地区和竞争格局划分,2021-2031年)Optical Fiber Preform Market - Global Industry Size, Share, Trends, Opportunity, and Forecast, Segmented By Type,, By Technology, By Application, By Region & Competition, 2021-2031F |
||||||
全球光纤预型体市场预计将从 2025 年的 65.5 亿美元大幅成长至 2031 年的 220.8 亿美元,复合年增长率达 22.45%。
这些预製棒,即具有特定纤芯和包层结构的高纯度玻璃圆柱棒,是拉製光纤的基本原料。市场成长的主要驱动力是全球对频宽通讯基础设施日益增长的需求,特别是光纤到府 (FTTH) 和光纤到楼 (FTB) 网路的快速扩张。此外,5G 技术的广泛应用和超大规模资料中心容量的快速成长,也对高密度光纤网路提出了更高的要求,直接刺激了这些关键玻璃预製棒的生产量。
| 市场概览 | |
|---|---|
| 预测期 | 2027-2031 |
| 市场规模:2025年 | 65.5亿美元 |
| 市场规模:2031年 | 220.8亿美元 |
| 复合年增长率:2026-2031年 | 22.45% |
| 成长最快的细分市场 | 单模光纤 |
| 最大的市场 | 北美洲 |
近期部署资料印证了对网路基础设施的持续需求,进而推动了对预製件的上游需求。根据光纤宽频协会预测,2024年美国光纤宽频部署量将达到创纪录的1,030万户。儘管消费模式强劲,但市场仍面临原材料供应链稳定性方面的重大挑战,尤其是高纯度二氧化硅和氦气的价格波动,这可能导致製造成本随意上涨,并阻碍生产扩充性的扩大。
5G通讯基础设施的快速部署是光纤预型体市场的主要驱动力,它从根本上重建了网路结构,以适应大规模MIMO技术和高频率。与前几代网路不同,5G网路需要显着增加光纤回程传输和去程传输链路的密度,以支援更大的容量和超低延迟,这直接增加了光缆製造所需的预製棒数量。这种大规模部署是由全球用户趋势所推动的网路密集化所驱动的。根据爱立信2024年6月发布的《行动通讯报告》,光是2024年第一季,全球就新增了约1.6亿5G用户,这使得营运商迫切需要提升实体传输容量。这项基础建设的规模极为庞大。根据中国工业和资讯化部报告显示,到2024年,中国5G基地台总数将超过400万个。这将对光纤製造所需的高纯度玻璃棒产生巨大且持续的需求。
同时,云端运算生态系统和超大规模资料中心的成长正在深刻地影响着市场动态。生成式人工智慧的兴起正推动资料中心架构向扁平化的脊叶式拓扑结构转变,这需要大量的优质光纤用于连接数千个GPU的光连接模组。这种转变使得市场需求从标准电信光纤转向采用先进预製棒製造的高密度专用产品。这种转变的直接影响在製造商的财务表现中显而易见。根据康宁公司于2024年10月发布的“2024年第三季财务业绩”,该公司光纤通讯部门的销售额同比增长36%,这显然得益于市场对支持生成式人工智慧的光连接产品的强劲需求。这一趋势表明,资料中心投资已从一个利基领域转变为推动全球预製棒生产计画的主要力量。
原料供应链的不稳定性,特别是高纯度二氧化硅和氦气的供不应求和价格波动,对全球光纤预型体市场的扩张构成重大障碍。这些材料是预製棒製造过程中冷却和化学气相沉积(CVD)製程的关键要素。当投入成本出现不可预测的波动时,製造商的利润率会降低,并且难以准确预测营运成本。这种财务上的不稳定性会抑制建设新设施或扩大现有生产线所需的大规模资本投资,从而直接阻碍满足全球日益增长的连接需求所需的扩充性。
此外,供应中断会导致营运效率下降和整体产量减少。据国际半导体设备与材料协会 (SEMI) 称,2024 年氦气供应受限已被视为导致高科技製造产量比率下降约 15-20% 的重要因素。这种产量比率下降严重限制了产业维持高密度光纤到府 (FTTH) 和 5G 部署所需大量生产的能力。因此,儘管下游订单强劲,但市场仍难以及时满足需求,造成瓶颈,减缓了下一代光纤网路的部署。
光纤预製棒製造商正积极响应市场向专业多模光纤预型体生产的明显转变,这种预製棒能够实现短距离、超高速资料传输。这一趋势与企业区域网路和超大规模资料中心的快速成长直接相关,这些资料中心需要低延迟连线来处理生成式人工智慧工作负载和大规模云端运算。这种基础设施现代化的迫切性也体现在主要产业领导者的财务表现。根据康普公司于2025年5月发布的“2025年第一季财务业绩”,该公司企业光纤业务收入同比增长88%,这显然得益于人工智慧原生资料中心环境对连接性的强劲需求。
同时,业内相关人员正加速采用环境永续的生产方式,以减少高能耗预成型件製造流程的碳足迹。这些趋势包括在冷却阶段采用氦气回收系统以及使用更环保的原材料,所有这些都符合全球永续性标准和「绿色资料中心」倡议。领先的製造商正在有效地衡量这些脱碳努力。根据普睿司曼集团于2025年4月发布的《2024年永续发展亮点》,该公司将其范围1和范围2的温室气体排放较2019年基准值降低了37%,并将这项成就直接归功于其全球生产设施能源效率的显着提升。
The Global Optical Fiber Preform Market is projected to expand significantly, rising from a valuation of USD 6.55 Billion in 2025 to USD 22.08 Billion by 2031, reflecting a CAGR of 22.45%. These preforms, defined as cylindrical rods of high-purity glass with specific core and cladding structures, act as the fundamental raw material from which optical fiber strands are drawn. Market growth is primarily fueled by the escalating global demand for high-bandwidth communication infrastructure, particularly through the aggressive extension of fiber-to-the-home and fiber-to-the-building networks. Additionally, the widespread deployment of 5G technology and the rapid capacity increases within hyperscale data centers require dense optical networks, creating a direct stimulus for the production volume of these critical glass preforms.
| Market Overview | |
|---|---|
| Forecast Period | 2027-2031 |
| Market Size 2025 | USD 6.55 Billion |
| Market Size 2031 | USD 22.08 Billion |
| CAGR 2026-2031 | 22.45% |
| Fastest Growing Segment | Single Mode Fiber Optic |
| Largest Market | North America |
This enduring drive for network infrastructure is substantiated by recent deployment data that dictates upstream demand for preforms. According to the Fiber Broadband Association, fiber broadband deployments in the U.S. achieved a record high of 10.3 million homes passed in 2024. Despite this robust consumption pattern, the market confronts considerable hurdles regarding the stability of the raw material supply chain, specifically the volatile pricing of high-purity silica and helium, which can arbitrarily inflate manufacturing costs and hinder production scalability.
Market Driver
The swift rollout of 5G telecommunication infrastructure serves as a major catalyst for the optical fiber preform market, fundamentally reshaping network architecture to accommodate massive MIMO technology and higher frequency bands. Unlike previous generations, 5G networks necessitate substantially denser fiber backhaul and fronthaul links to support expanded capacity and ultra-low latency, thereby directly increasing the volume of preforms required for cable fabrication. This intense deployment is highlighted by global subscription trends driving network densification; according to Ericsson's June 2024 'Mobility Report', roughly 160 million 5G subscriptions were added worldwide in the first quarter of 2024 alone, placing urgent pressure on operators to bolster physical transmission capacity. The magnitude of this infrastructure effort is vast; the Ministry of Industry and Information Technology reported that the total count of 5G base stations in China surpassed 4 million in 2024, representing a massive, continuous source of demand for the high-purity glass rods needed to manufacture optical strands.
Concurrently, the growth of cloud computing ecosystems and hyperscale data centers is critically shaping market dynamics. The rise of generative artificial intelligence has altered data center architecture toward flattened, spine-leaf topologies that demand immense quantities of high-quality fiber for optical interconnects linking thousands of GPUs. This shift moves demand beyond standard telecommunications fiber toward specialized, high-density products originating from advanced preforms. The immediate effect of this transition is evident in manufacturer results; according to Corning Incorporated's 'Third-Quarter 2024 Financial Results' released in October 2024, the firm's Optical Communications sales increased by 36% year-over-year, a rise explicitly credited to strong demand for optical connectivity products underpinning generative AI. This trend signals that data center investment has transformed from a niche vertical into a primary force driving global preform production schedules.
Market Challenge
The volatility of the raw material supply chain, particularly the scarcity and price fluctuation of high-purity silica and helium, presents a formidable obstacle to the expansion of the Global Optical Fiber Preform Market. These materials are essential for the cooling and chemical vapor deposition stages of preform manufacturing. When input costs vary unpredictably, manufacturers encounter reduced profit margins and struggle to accurately project operational costs. This financial instability deters the significant capital investment needed to construct new facilities or enlarge existing production lines, thereby directly impeding the scalability required to satisfy escalating global connectivity needs.
Moreover, supply interruptions result in operational inefficiencies that diminish overall output. According to Semiconductor Equipment and Materials International (SEMI), helium supply constraints in 2024 were identified as a critical factor capable of lowering high-tech manufacturing yield efficiency by roughly 15% to 20%. Such yield reductions severely restrict the industry's capacity to sustain the high production volumes required for dense fiber-to-the-home and 5G deployments. Consequently, despite robust downstream orders, the market struggles to meet requirements in a timely manner, creating a bottleneck that slows the wider adoption of next-generation optical networks.
Market Trends
Preform manufacturers are actively addressing a distinct market transition toward the production of specialized multi-mode fiber preforms engineered to facilitate short-range, ultra-fast data transmission. This trend correlates directly with the rapid growth of enterprise LANs and hyper-scale data centers, which necessitate low-latency connections to handle generative AI workloads and heavy cloud computing. The urgency of this infrastructure modernization is mirrored in the financial results of key industry leaders; according to CommScope's 'First Quarter 2025 Results' from May 2025, the company reported an 88% year-over-year surge in its enterprise fiber business revenues, a rise explicitly fueled by robust demand for connectivity within AI-native data center environments.
At the same time, industry participants are increasingly embracing environmentally sustainable production methods to lower the carbon footprint associated with the energy-intensive preform fabrication process. This trend entails the adoption of helium recovery systems during the cooling stage and the incorporation of greener raw materials to comply with global sustainability standards and "green data center" initiatives. Major manufacturers are successfully measuring these decarbonization endeavors; according to the Prysmian Group's '2024 Sustainability Highlights' published in April 2025, the company realized a 37% decrease in Scope 1 and 2 greenhouse gas emissions relative to its 2019 baseline, directly attributing this achievement to substantial energy efficiency enhancements across its global production facilities.
Report Scope
In this report, the Global Optical Fiber Preform Market has been segmented into the following categories, in addition to the industry trends which have also been detailed below:
Company Profiles: Detailed analysis of the major companies present in the Global Optical Fiber Preform Market.
Global Optical Fiber Preform Market report with the given market data, TechSci Research offers customizations according to a company's specific needs. The following customization options are available for the report: