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On July 18, Zhuang Dan, executive director and president of Changfei Optical Fiber, proposed at the 2026 World Artificial Intelligence Conference “Xizhi Technology · Optical Computing and Optical Interconnection Two-wheel Drive AI Infrastructure New Paradigm Forum” that the global optical fiber market demand has changed from telecommunication drives to be driven by intelligent computing centers. It is expected that by 2030, the compound annual growth rate of global FTTx will be 2.47%, and the compound annual growth rate of the intelligent computing center will reach 20.74%. He stressed that Changfei Optical Fiber has ranked first in the domestic polarized fiber market share for five consecutive years. At the same time, he predicted that, driven by a new generation of high-performance CPUs and silicon optical components, the demand for polarized fiber in the next 1-2 years would be 10 times or even 20 times greater.

Zhitongcaijing·07/18/2026 09:49:01
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On July 18, Zhuang Dan, executive director and president of Changfei Optical Fiber, proposed at the 2026 World Artificial Intelligence Conference “Xizhi Technology · Optical Computing and Optical Interconnection Two-wheel Drive AI Infrastructure New Paradigm Forum” that the global optical fiber market demand has changed from telecommunication drives to be driven by intelligent computing centers. It is expected that by 2030, the compound annual growth rate of global FTTx will be 2.47%, and the compound annual growth rate of the intelligent computing center will reach 20.74%. He stressed that Changfei Optical Fiber has ranked first in the domestic polarized fiber market share for five consecutive years. At the same time, he predicted that, driven by a new generation of high-performance CPUs and silicon optical components, the demand for polarized fiber in the next 1-2 years would be 10 times or even 20 times greater.