Changfei Fiber Optic President Zhuang Dan: The demand for polarization-maintaining fiber optics is expected to increase by 10 to 20 times in the next one to two years.

On July 18th, Zhuang Dan, Executive Director and President of Changfei Optic Fiber, proposed at the 2026 World Artificial Intelligence Conference's "Xizhi TechnologyNew Paradigm Forum of AI Infrastructure Driven by Dual Wheels of Light Computing and Light Interconnection" that the global demand for optical fiber has shifted from being driven by telecommunications to being driven by smart computing centers. It is expected that by 2030, the global annual compound growth rate of FTTx will be 2.47%, while the annual compound growth rate of smart computing centers will reach 20.74%. He emphasized that Changfei Optic Fiber has been ranked first in the domestic market share of polarization-maintaining fibers for five consecutive years. At the same time, he predicted that, driven by new generation high-performance CPUs and silicon optical components, the demand for polarization-maintaining fibers in the next 1-2 years will be at a level 10 times or even 20 times higher.