Mobile Company s Optical Cable Outbound

China Mobile's 2025/2026 optical cable tender awarded 98.8 million fiber-kilometers, with top suppliers ZTT, Hengtong, YOFC, and FiberHome securing 60% of the total.Tender OverviewChina Mobile announced its loose-tube optical cable tender in May 2025, with awards finalized in June 2025. The tender covered 98.8 million fiber-kilometers (F-km), reflecting the company's ongoing expansion and upgrade of its optical network infrastructure . A total of 27 bids were submitted, 18 qualified, and 14 companies were ultimately awarded contracts .Key Suppliers and AllocationZTT: 19.36% share (19.1M F-km) at RMB 54.80/F-km including VATHengtong: 15.48% share (15.3M F-km) at RMB 53.94/F-km including VATYOFC: 13.55% share (13.4M F-km)FiberHome: 11.61% share (11.5M F-km) These four suppliers together accounted for 60% of the total tender, highlighting their dominant positions in the Chinese optical cable market . Other suppliers, such as Hangzhou Futong, received smaller allocations, reflecting a competitive but value-focused tender environment .Technological ContextOptical cables are a critical component of mobile network backhaul and data center interconnects, enabling high-speed, low-latency data transmission. Modern optical networks use dense wavelength division multiplexing (DWDM) to transmit multiple signals over a single fiber, achieving capacities up to 100 Tb/s . Vendors like Nokia provide advanced optical solutions, including coherent optical engines, AI-powered network automation, and quantum-safe security, which enhance network efficiency and reliability .Deployment and Outbound ConsiderationsThe outbound process for mobile companies involves shipping, installation, and integration of optical cables into existing network infrastructure. High-capacity loose-tube cables are typically deployed along long-haul, metro, and data center routes. Suppliers are evaluated not only on price but also on production capacity, delivery reliability, product quality, R&D strength, and ESG credentials, ensuring timely and robust network expansion .SummaryChina Mobile's optical cable outbound strategy for 2025/2026 emphasizes high-volume procurement from leading suppliers, leveraging advanced optical technologies to support network growth. The tender reflects a shift toward value-added capabilities rather than purely price-based competition, ensuring that the mobile network can meet increasing data demands efficiently and securely .