Malinga ndi zomwe zapezeka poyera kuyambira mu Epulo 2026, kuchuluka kwa ulusi wa kuwala wopangidwa mdziko muno ku China kumatsimikiziridwa makamaka kudzera mu kuwunika kwathunthu pamlingo monga mphamvu yaukadaulo, gawo la msika, kudziyimira pawokha kwa unyolo woperekera, kupita patsogolo kwa ukadaulo wamalire, ndi kuwunika kovomerezeka kwamakampani. Izi ndi makampani otsogola odziwika bwino omwe ali ndi fiber optic m'dziko muno komanso momwe alili:

China Domestic Fiber Optic First Tier (Unyolo Wathunthu wa Makampani + Utsogoleri wa Ukadaulo):

1/ YOFC (Yangtze Optical Fibre ndi Chingwe) — YOFC Fiber
Ali pa nambala 1 padziko lonse lapansi pamsika kwa zaka 9 motsatizana; ali ndiChiŵerengero cha kudzidalira 100% pa ma preforms a kuwalandipo wadziwa bwino njira zitatu zazikulu zopangira: PCVD, OVD, ndi VAD.
Chotsogola pa Zogulitsa Zapamwamba: Ulusi wake wa G.654.E wotsika kwambiri komanso ulusi wopanda kanthu (wokhala ndi kuchepa kwa 0.05 dB/km) wayamba kale kugulitsidwa.
Makasitomala ake ali m'maiko opitilira 100 padziko lonse lapansi, ndipo ndalama zomwe zimapezedwa kunja zimaposa 40% ya ndalama zonse zomwe amapeza.

2/ HTGD (Hengtong Optic-Electric) — Hengtong Fiber
Mtsogoleri wapawiri pa fiber optics ndi mawaya a pansi pamadzi**;imasunga chiŵerengero chodzidalira pa preform choposa 90%ndipo imayang'anira "Lighthouse Factory" yoyamba padziko lonse lapansi yolumikizirana ndi kuwala.
Ukadaulo wopangira zinthu zobiriwira za preform mdziko muno**; ukadaulo wake wa ulusi wa multicore, few-mode, ndi hollow-core uli patsogolo kwambiri padziko lonse lapansi.
Ili ndi gawo la msika wapadziko lonse lapansi la zingwe zoyenda pansi pamadzi zopitilira 20% ndipo yachita mapulojekiti akuluakulu opitilira 100 olumikizirana ndi anthu am'madzi.

3/ ZTT (Zhongtian Technology) — ZTT Fiber
Mtsogoleri wadziko lonse mu ulusi wapadera, wokhala ndi gawo la msika la 30%–40%; wachepetsa bwino kuchepa kwa ulusi wa hollow-core wotsutsana ndi resonant ndi pafupifupi 40%.
Yakhazikitsa dongosolo lonse la unyolo wamakampani kuyambira kumapeto mpaka kumapeto lomwe likuphatikizapo "zida zopangira zinthu zakale—ulusi—zingwe—ma module optical—zipangizo."
Ndikugwira ntchito molimbika popereka zingwe zotsika kwambiri za "Eastern Data, Western Computing" ndi malo osungira deta a AI.

4/ FiberHome (FiberHome Telecommunication Technologies) — FiberHome Fiber
Kampani ya "Gulu la Dziko Lonse" yomwe ili pansi pa umwini wa boma lalikulu (kampani ya China Information Communication Technologies Group);imakhala ndi chiŵerengero chodzidalira pa preform cha pafupifupi 85%.
Kupita patsogolo mwachangu pakukula kwa ukadaulo wa ulusi wopanda kanthu, cholinga chake ndikuyika mbiri yapadziko lonse pofika chaka cha 2025 ndi mphamvu ya ulusi umodzi wopitilira 100 Tb/s m'mabande a C+L.

Amasunga ubale wolimba ndi makampani atatu akuluakulu olankhulana ndi anthu ku China komanso mapulojekiti akuluakulu a dziko lonse a "New Infrastructure".
Makampani anayiwa amadziwika kwambiri mumakampaniwa kuti "Big Four of Fiber Optics," ndipo onse pamodzi ali pa **gawo loyamba** padziko lonse lapansi pankhani ya **ubwino, ukadaulo, ndi mphamvu zopangira.

Mitundu Ina Yapamwamba Kwambiri ya Fiber Optic Yapakhomo (Otsogolera mu Magawo Apadera):

Kulumikizana kwa Tongding: Kampani yofunikira kwambiri pakugula kwapakati pa kampani yonyamula katundu, yokhala ndi gawo lalikulu pamsika mu zingwe zapadera za optical (yomwe idapatsidwa gawo la 18.85% mu tender yogula ya China Mobile ya 2026).

Yongding Shares: Ili ndi kapangidwe kathunthu, kokwanira ka unyolo wonse m'chigawo chonse cha Mtsinje wa Yangtze, pogwiritsa ntchito mgwirizano pakati pa fiber optics ndi ma module optical.

Tefa Information (CDGI): Kampani yayikulu yothandizira zomangamanga zamagetsi ku South China, yomwe ili ndi gawo lalikulu pamsika m'magawo apamwamba a MPO olumikizira malo osungira deta a AI.

Gulu la Futong: Limodzi mwa mabungwe ofunikira omwe ali ndi udindo wokhazikitsa miyezo yaukadaulo ya preforms za fiber optical.