The global demand for optical fiber is projected to reach 860 million kilometers by 2030, according to the CRU research institute. The market is shifting from a telecommunications-dominated model to a dual-focus structure that includes data transmission infrastructure.
Data centers are driving this growth, with their demand for fiber optic cables expected to rise by an average of 20.74% annually between 2025 and 2030. In contrast, the telecommunications sector is anticipated to see a much slower growth rate of approximately 2.47% per year.
YOFC reports a healthy balance of supply and demand, though it notes a shortage of specific fiber types and preforms required for data center infrastructure. The company plans to scale production and sales from 2026 to 2028, focusing on AI-related infrastructure and operational efficiency.
Financial performance for the first half of 2026 shows strong growth for YOFC. The company recorded an operating cash flow of approximately ¥1.83 billion, marking an increase of 116.8% compared to the same period in the previous year.
