The close balance of capacity and demand has ended: prices are falling

摘要

Recent investments in fibre and perform capacity were expected to end the tightness that has dogged the fibre market for several years, especially in China. But the weakness in demand this year has resulted in a greater-thanexpected surfeit of fibre capacity. Fibre prices began moving lower after Q1. Data from recent months show prices falling below US$7.00 per-km for G.652.D fibre in a few markets. Prices in the range of $7.00 have become more widespread.