Ngokusho kolwazi lwakamuva olutholakala emphakathini kusukela ngo-Ephreli 2026, izinga lekhwalithi yezintambo ze-optical ezikhiqizwe ngaphakathi eShayina linqunywa kakhulu ngokuhlolwa okuphelele kuzo zonke izilinganiso ezifana namandla obuchwepheshe, isabelo semakethe, ukuzimela kweketanga lokuhlinzeka, impumelelo kwezobuchwepheshe bemingcele, kanye nokuhlolwa kwemboni okugunyaziwe. Okulandelayo amabhizinisi asekhaya ahamba phambili e-fiber optic aqashelwa njengamanje kanye nokuma kwawo kwekhwalithi:

Isigaba Sokuqala Se-Fiber Optic Yasekhaya YaseShayina (Uchungechunge Olugcwele Lwemboni + Ubuholi Bobuchwepheshe):

1/ YOFC (I-Yangtze Optical Fibre kanye nekhebula) — I-YOFC Fiber
Ibekwe endaweni yokuqala emhlabeni wonke kumasheya emakethe iminyaka engu-9 ilandelana; iziqhenya nge-Izinga lokuzenelisa elingu-100% lama-preforms opticalfuthi useyingcweti ezinqubweni ezintathu eziyinhloko zokukhiqiza: i-PCVD, i-OVD, kanye ne-VAD.
Ihamba phambili kwimikhiqizo esezingeni eliphezulu: I-fiber yayo ye-G.654.E ephansi kakhulu kanye ne-fiber engenalutho (enokuncipha okuphansi njengo-0.05 dB/km) isivele ingenile ekukhiqizweni kwezentengiselwano.
Isisekelo samakhasimende ayo sihlanganisa amazwe angaphezu kwe-100 emhlabeni jikelele, kanti imali engenayo yaphesheya ingaphezu kwama-40% emali engenayo yayo iyonke.

2/ HTGD (Hengtong Optic-Electric) — I-Hengtong Fiber
Umholi ombaxambili kokubili kuma-fiber optics kanye nama-submarine cables**;igcina izinga lokuzimela ngaphambi kokwenza okungaphezu kuka-90%futhi isebenzisa i-"Lighthouse Factory" yokuqala embonini yezokuxhumana ye-optical emhlabeni jikelele.
Ubuchwepheshe bokukhiqiza i-green preform buqale ukusebenza ngaphakathi**; ubuchwepheshe bayo be-fiber enezinsika eziningi, imodi embalwa, kanye ne-hollow-core busezingeni eliphezulu emhlabeni jikelele.
Inesabelo semakethe yomhlaba wonke esingaphezu kuka-20% kumakhebula angaphansi kwamanzi futhi yenze amaphrojekthi amakhulu okuxhumana olwandle angaphezu kwe-100.

3/ ZTT (Ubuchwepheshe beZhongtian) — I-ZTT Fiber
Umholi wasekhaya kuma-fiber akhethekile**, ophethe isabelo semakethe esingu-30%–40%; uye wanciphisa ngempumelelo ukuncishiswa kwama-fiber angenalutho aphikisana ne-resonant cishe ngo-40%.
Usungule uhlaka oluphelele, oluhlanganisa “imishini ye-preforms—fibers—cables—optical modules.”
Ngihileleke kakhulu ekuhlinzekeni ngezintambo ezincishisiwe kakhulu zesinyathelo se-"Eastern Data, Western Computing" kanye nezikhungo zedatha ze-AI.

4/ I-FiberHome (Ubuchwepheshe Bokuxhumana Nge-FiberHome) — I-FiberHome Fiber
Ibhizinisi "leQembu Likazwelonke" elingaphansi kobunikazi besifundazwe esiphakathi (inkampani engaphansi kwe-China Information Communication Technologies Group);igcina izinga lokuzimela ngaphambi kokwenza i-preform elingaba ngu-85%.
Ukwenza intuthuko esheshayo ekuthuthukisweni kwezimboni kobuchwepheshe be-fiber engenalutho, kuhloswe ukusetha irekhodi lomhlaba ngo-2025 ngomthamo we-fiber eyodwa odlula i-100 Tb/s kuwo wonke ama-C+L band.

Ugcina ubudlelwano obujulile nabaphathi bezokuxhumana abathathu abakhulu baseShayina kanye namaphrojekthi abalulekile kazwelonke "eNgqalasizinda Entsha".
Lawa mabhizinisi amane abizwa kabanzi embonini ngokuthi “ama-Big Four e-Fiber Optics,” futhi ndawonye athatha indawo yokuqala emhlabeni wonke ngokwekhwalithi, ubuchwepheshe kanye namandla okukhiqiza.

Amanye Amabhrendi E-Fiber Optic Asezingeni Eliphezulu Asekhaya (Abaholi Ezigabeni Ezincane):

Ukuxhumana kwe-Tongding: Umhlinzeki oyinhloko ekuthengweni kwezinkampani ezithwala impahla, ophethe isabelo esikhulu semakethe kumakhebula akhethekile e-optical (othole isabelo esingu-18.85% kwithenda yokuthenga ye-China Mobile ka-2026).

I-Yongding Shares: Iqukethe ukwakheka okuphelele, okunenani eligcwele esifundeni saseYangtze River Delta, okusebenzisa ukusebenzisana phakathi kwe-fiber optics namamojula optical.

Ulwazi lwe-Tefa (CDGI): Umhlinzeki oyinhloko wengqalasizinda esekelayo yamandla okusebenzisa ikhompyutha eNingizimu yeShayina, ophethe isabelo semakethe esihamba phambili ezixhumini ze-MPO eziphezulu zezikhungo zedatha ze-AI.

Iqembu le-Futong: Elinye lamabhizinisi abalulekile anesibopho sokusungula amazinga obuchwepheshe e-optical fiber preforms.