In January 2026, global standard single-mode fiber (G.652.D) prices climbed to their highest level in nearly seven years, signaling a major shift in the optical fiber supply chain.
For FTTH operators, network planners, and procurement teams, this is not just a pricing update — it is a structural market change.
What Is Driving the G.652.D Fiber Price Increase?
1. AI Data Center Demand Is Reshaping Fiber Allocation
The rapid expansion of AI data centers worldwide is consuming massive volumes of optical fiber.
Several hyperscale projects have secured long-term fiber supply, tightening availability for access and telecom networks.
2. Capacity Is Being Redirected to G.657.A2 Fiber
Bend-insensitive G.657.A2 fiber, widely used in UAVs, military communications, and advanced monitoring systems, requires 10–15% more production capacity per kilometer than G.652.D.
To protect margins, manufacturers are prioritizing these higher-value fibers — reducing output of standard single-mode fiber.
3. Preform Supply Remains the Bottleneck
Optical fiber preforms are operating near full global utilization.
Because preform expansion cycles are long, supply cannot quickly respond to rising demand, reinforcing upward price pressure.
Why This Matters for FTTH and Access Network Projects
Rising G.652.D prices directly impact:
- Project budgets
- Procurement timelines
- Contract pricing assumptions
Many FTTH projects planned under 2024–2025 cost models now face:
- Higher procurement costs
- Less price flexibility
- Increased risk of delivery delays
How FTTH Buyers Are Responding
Experienced procurement teams are:
- Securing fiber volumes earlier
- Re-evaluating supplier diversification
- Updating cost forecasts for 2026–2027 deployments
Conclusion: Fiber Pricing Has Entered a New Phase
The recent G.652.D fiber price surge reflects structural changes in global demand and supply, not short-term volatility.
For FTTH buyers, understanding this shift early is critical to controlling cost risk and ensuring project stability.
