Mobile Communication Optical Cable Pipeline Tender

China Mobile's 2025–2026 optical cable tenders awarded major contracts to ZTT, Hengtong, YOFC, and FiberHome, covering tens of millions of fiber kilometers with competitive pricing and value-based evaluation criteria.2025–2026 Loose-Tube Optical Cable TenderChina Mobile released its 2025/2026 loose-tube optical cable tender on May 8, 2025, and announced the awards on June 7, 2025. The tender covered 98.8 million fiber-kilometers (F-km), attracting 27 bids, of which 18 qualified and 14 companies were awarded contracts .Top winners: ZTT (19.36% share, 19.1M F-km), Hengtong (15.48%, 15.3M F-km), YOFC (13.55%, 13.4M F-km), and FiberHome (11.61%, 11.5M F-km), collectively securing 60% of the tender .Pricing: ZTT's bid price was RMB 54.80/F-km including VAT, while Hengtong's was RMB 53.94/F-km including VAT .Evaluation criteria: China Mobile increased the weighting of pricing from 40% to 50%, but non-price factors such as production capacity, product quality, delivery reliability, R&D strength, and ESG credentials played a decisive role in awarding contracts . ZTT secured the top position in both outdoor optical cables and drop cables, reflecting strong recognition for brand reputation, product quality, delivery reliability, and ESG performance .2025–2027 G.654E Optical Fiber and Cable ProcurementChina Mobile also initiated a centralized procurement for G.654E optical fiber and cable products for 2025–2027, with an estimated scale of 22,900 fiber kilometers (≈3.1386 million core kilometers) .Bidding structure: Share bidding with 2–3 winning suppliers. If 3 suppliers win, shares are 50%, 27%, and 23%; if 2 suppliers win, shares are 70% and 30% .Maximum bid price: 630,563,700 yuan (excluding tax). Bids exceeding this limit are rejected .Market and Industry ImplicationsThe tender results highlight consolidation among leading suppliers in China's optical cable market, with ZTT, Hengtong, YOFC, and FiberHome dominating .Price trends: Despite intense competition, prices are stabilizing due to increased demand from 5G access networks, bearer networks, and FTTH expansion domestically and internationally .Strategic focus: Suppliers differentiate through value-added capabilities rather than competing solely on price, emphasizing innovation, ESG compliance, and delivery reliability .Key TakeawaysChina Mobile's optical cable tenders are high-volume, competitive, and strategically important for telecom infrastructure.Leading suppliers are rewarded not only for pricing but also for quality, capacity, and sustainability credentials.Upcoming tenders, such as the G.654E procurement, continue to shape the market landscape, offering opportunities for major and emerging optical cable manufacturers. This information provides a comprehensive view of China Mobile's optical cable pipeline tenders, including awarded suppliers, procurement volumes, pricing, and market trends.