Fiber Prices Are Rising. Is Waiting Really the Safer Strategy?

Fiber prices and supply conditions are becoming increasingly difficult to predict — and two signals from major telecom markets are worth watching.

🇺🇸 United States: Broadband operators are facing challenges securing fiber, with some reluctant to provide quotations due to limited availability.

🇨🇳 China: China Mobile has relaunched its 2026–2027 centralized procurement for standard optical cables, with an estimated requirement of 69.22 million fibre-km. Different markets, but a similar signal: fiber demand remains strong, while supply, pricing and lead times are becoming harder to predict.

For FTTx operators and contractors, the question may no longer be simply:“When will fiber prices fall?”

But rather:“What is the cost and project risk of waiting?”

📌 For projects planned in the coming months, reviewing fiber requirements and procurement timelines early may help reduce unexpected supply and scheduling risks.

🔎 Read the full sources:
🎧 CoBank: How Small Operators Can Pivot Under the Supply-chain Squeeze
https://www.cobank.com/podcast/all-day-digital/how-small-operators-can-pivot-under-the-supply-chain-squeeze

📌 China Mobile Official Procurement Notice:https://b2b.10086.cn/#/noticeDetail?publishId=2086773327286951937&publishUuid=047827f02e36431ebbbada1be58b4845&publishType=null&publishOneType=null

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