중공 코어 광섬유 백본 네트워크 : 시장 점유율 분석, 업계 동향 및 통계, 성장 예측(2026-2031년)

According to Mordor Intelligence, the hollow-Core fiber backbone network market size is expected to increase from USD 0.58 billion in 2025 to USD 0.72 billion in 2026 and reach USD 3.60 billion by 2031, growing at a CAGR of 37.97% over 2026-2031.

This report is Segmented by Fiber Type (Anti-Resonant Hollow-Core Fiber, Photonic Bandgap Hollow-Core Fiber, and More), Application (Telecom Backbone Networks, Data Center Interconnect, and More), End User Industry (Telecom Operators, Hyperscalers and Cloud Providers, and More), and Geography. The Market Forecasts are Provided in Value (USD).

Global Hollow-Core Fiber Backbone Network Market Trends and Insights

Ultra-Low Latency Demand in Backbone and Inter-Data-Center Links

Ultra-low latency remains the clearest near-term trigger for adoption in the hollow-core fiber backbone network market. Hollow-core fiber guides light through air rather than solid glass, reducing propagation delay and improving timing performance compared to standard single-mode fiber. Peer-reviewed work published in 2025 confirmed delay reductions in the 28-33% range relative to conventional fiber under transmission conditions relevant to modern optical networks. Commercial intent also became harder to ignore after Microsoft scaled live deployments and outlined a 15,000-km Azure expansion, following more than 1,280 km already carrying customer traffic between metro data center pairs. As latency becomes a priced service attribute rather than a background network metric, the hollow-core fiber backbone market is gaining traction on backbone routes, where even small timing gains can support premium workloads.

AI Training Clusters Need Deterministic Fiber Delay

The hollow-core fiber backbone network market is also being pulled forward by the way distributed AI training depends on highly stable delay across large accelerator clusters. Journal work published in 2025 showed that hollow-core transmission avoids many of the nonlinear limits that affect high-power, multi-wavelength transport in silica fiber, which supports more predictable signal behavior under demanding operating conditions. A second milestone came when Microsoft documented attenuation below 0.1 dB/km across record-wide bandwidth, which improves the case for longer spans without repeated optical amplification. That performance matters because AI network operators are now optimizing for synchronization efficiency rather than just raw bandwidth growth. In the hollow-core fiber backbone network market, this is pushing buyers to treat fiber design, manufacturing access, and deployment timing as part of a broader AI infrastructure strategy rather than as a routine cabling decision.

High Cost of Hollow-Core Fiber Manufacturing and Cabling

High manufacturing cost remains the most visible barrier to broader adoption in the hollow-core fiber backbone network market. Recent scientific reviews showed that hollow-core production still faces a difficult mix of precision-geometry requirements, defect sensitivity, and yield variability, all of which keep usable output below what mainstream fiber-manufacturing economics would require. The same review noted that progress on low attenuation has been meaningful, but consistency across commercial draw runs still matters as much as best-case record performance. This cost burden limits adoption to links where low latency or signal quality carries direct economic value, such as AI interconnects, select backbone routes, and high-priority research networks. Until manufacturing yields improve and scale becomes more routine, the hollow-core fiber backbone network market is likely to remain concentrated in premium applications rather than spread evenly across standard carrier builds.

Other drivers and restraints analyzed in the detailed report include:

1. 5G and 6G Transport Upgrade Cycles
2. Carrier and Hyperscaler Move to Vertical Integration
3. Limited Splicing, Connectorization, and Field-Service Ecosystem

For complete list of drivers and restraints, kindly check the Table Of Contents.

Segment Analysis

Anti-resonant hollow-core fiber held 48.61% of the hollow-core fiber backbone network market share in 2025, reflecting its greater manufacturing maturity and wider commercial availability. It has become the default option for many early deployments because buyers are balancing performance gains with supply reliability and installation confidence. The design's position was reinforced by sub-0.1 dB/km attenuation milestones that were documented by Microsoft and echoed by commercial progress across the broader supply chain. In the hollow-core fiber backbone network industry, this has made anti-resonant fiber the practical first choice for data center interconnect and telecom backbone programs that need proven performance and stable sourcing.

The nested anti-resonant hollow-core fiber is projected to post the fastest growth in the hollow-core fiber backbone network market, with a 42.31% CAGR through 2031, supported by its stronger control of intermodal interference. That feature matters most in routes where signal purity is critical and mixed-traffic environments are expected to grow. Research published in npj Quantum Information showed that a nested anti-resonant hollow-core fiber supported three simultaneous entanglement-based quantum channels alongside 200 Gbps classical DWDM traffic, highlighting why this design is attracting attention in advanced network use cases. The photonic bandgap hollow-core fiber remained a niche, but 2025 conference work from Keio University confirmed stable underground campus performance over a full year, supporting its role in constrained deployments. Other designs were still in early development, and the lack of globally harmonized technical specifications continued to slow broader carrier procurement in the hollow-core fiber backbone network market.

Complete Report Scope:

• By Fiber Type
  • Anti-Resonant Hollow-Core Fiber
  • Photonic Bandgap Hollow-Core Fiber
  • Nested Anti-Resonant Hollow-Core Fiber
  • Other Hollow-Core Fiber Types
• By Application
  • Telecom Backbone Networks
  • Data Center Interconnect
  • 5G and 6G Transport Networks
  • Quantum Networks
  • Other Applications
• By End User Industry
  • Telecom Operators
  • Hyperscalers and Cloud Providers
  • Research and Defense Organizations
  • Enterprises and Financial Institutions
  • Other End User Industries
• By Geography
  • North America
    • United States
    • Canada
    • Mexico
  • South America
    • Brazil
    • Argentina
    • Rest of South America
  • Europe
    • Germany
    • United Kingdom
    • France
    • Rest of Europe
  • Asia-Pacific
    • China
    • Japan
    • India
    • South Korea
    • Rest of Asia-Pacific
  • Middle East
    • Saudi Arabia
    • United Arab Emirates
    • Rest of the Middle East
  • Africa
    • South Africa
    • Nigeria
    • Rest of Africa

Geography Analysis

North America held 35.50% of the hollow-core fiber backbone network market in 2025, making it the leading regional contributor. The region remained the commercial center in 2026 because Microsoft's Lumenisity-based platform, large hyperscaler campus density, and Corning's North Carolina manufacturing support were all concentrated there. Microsoft's live traffic deployment and its 15,000-km expansion plan also showed that the region was moving beyond test environments into production networks. Canada and Mexico remained secondary within the region, with a larger role in cross-border traffic support than in independent fiber platform leadership.

Asia-Pacific is projected to record the fastest growth in hollow-core fiber backbone network market share, at a 38.43% CAGR through 2031. The region's pace is being supported by a combination of state-backed research, domestic fiber manufacturing capability, and telecom upgrade programs. YOFC reported commercial-scale production below 0.1 dB/km and described more than 10 live hollow-core fiber projects across Asia, Europe, and the Americas at MWC Barcelona 2026, which underlined the region's strong execution capacity. Japan added another layer of strength when Lightera Japan, OKI Electric Industry, and Keio University completed the first single-fiber bidirectional wideband WDM transmission demonstration on hollow-core fiber in May 2026. This left Asia-Pacific positioned as the main growth engine of the hollow-core fiber backbone network market, with China and Japan setting the tone for both commercial and research progress.

Europe remained strategically important in the hollow-core fiber backbone network market because it hosted major production and research assets, even though it did not lead in the 2025 share. Prysmian's Eindhoven agreement with Relativity Networks, followed by its equity investment, gave the region a critical role in building open-market supply outside captive hyperscaler structures. South America was earlier in adoption, but Lightera, Scala Data Centers, and Nokia completed the first hollow-core fiber proof of concept in Brazil in 2025, demonstrating that the deployment case is extending into new hyperscale regions. Middle East markets were beginning to absorb the technology through sovereign AI and advanced infrastructure programs, although public disclosure remained limited. Africa still lagged because hyperscaler density and cost tolerance remained lower, but niche use around key terrestrial backhaul routes could emerge later in the forecast period.

1. Microsoft Corporation
2. Corning Incorporated
3. Prysmian S.p.A.
4. Nokia Corporation
5. Relativity Networks, Inc.
6. Lightera LLC
7. Furukawa Electric Co., Ltd.
8. Fujikura Ltd.
9. Sumitomo Electric Industries, Ltd.
10. Yangtze Optical Fibre and Cable Joint Stock Limited Company
11. Jiangsu Hengtong Optic-Electric Co., Ltd.
12. Sterlite Technologies Limited
13. OFS Fitel, LLC
14. Coherent Corp.
15. BT Group plc
16. AFL Telecommunications LLC
17. Heraeus Covantics
18. Amazon Web Services, Inc.
19. Google LLC
20. Meta Platforms, Inc.

Additional Benefits:

• The market estimate (ME) sheet in Excel format
• 3 months of analyst support

TABLE OF CONTENTS

1 INTRODUCTION

• 1.1 Study Assumptions and Market Definition
• 1.2 Scope of the Study

2 RESEARCH METHODOLOGY

3 EXECUTIVE SUMMARY

4 MARKET LANDSCAPE

• 4.1 Market Overview
• 4.2 Market Drivers
  • 4.2.1 Ultra-Low Latency Demand in Backbone and Inter-Data-Center Links
  • 4.2.2 AI Training Clusters Need Deterministic Fiber Delay
  • 4.2.3 5G and 6G Transport Upgrade Cycles
  • 4.2.4 Carrier and Hyperscaler Move to Vertical Integration
  • 4.2.5 Quantum Networking Readiness for Metro and Backbone Trials
  • 4.2.6 Rising Demand for Deterministic Network Performance in Industrial Automation and Edge Computing
• 4.3 Market Restraints
  • 4.3.1 High Cost of Hollow-Core Fiber Manufacturing and Cabling
  • 4.3.2 Limited Splicing, Connectorization, and Field-Service Ecosystem
  • 4.3.3 Low Installed Base, Slower Standards Convergence, and Procurement Caution
  • 4.3.4 Lack of Standardized Interoperability Between Hollow-Core Fiber, Optical Transceivers, and Existing Backbone Equipment Slows Multi-Vendor Adoption
• 4.4 Industry Value-Chain Analysis
• 4.5 Regulatory Landscape
• 4.6 Technological Outlook
• 4.7 Porter's Five Forces Analysis
  • 4.7.1 Threat of New Entrants
  • 4.7.2 Bargaining Power of Suppliers
  • 4.7.3 Bargaining Power of Buyers
  • 4.7.4 Threat of Substitutes
  • 4.7.5 Competitive Rivalry
• 4.8 Impact of Macroeconomic Factors on the Market

5 MARKET SIZE AND GROWTH FORECASTS (VALUE)

• 5.1 By Fiber Type
  • 5.1.1 Anti-Resonant Hollow-Core Fiber
  • 5.1.2 Photonic Bandgap Hollow-Core Fiber
  • 5.1.3 Nested Anti-Resonant Hollow-Core Fiber
  • 5.1.4 Other Hollow-Core Fiber Types
• 5.2 By Application
  • 5.2.1 Telecom Backbone Networks
  • 5.2.2 Data Center Interconnect
  • 5.2.3 5G and 6G Transport Networks
  • 5.2.4 Quantum Networks
  • 5.2.5 Other Applications
• 5.3 By End User Industry
  • 5.3.1 Telecom Operators
  • 5.3.2 Hyperscalers and Cloud Providers
  • 5.3.3 Research and Defense Organizations
  • 5.3.4 Enterprises and Financial Institutions
  • 5.3.5 Other End User Industries
• 5.4 By Geography
  • 5.4.1 North America
    • 5.4.1.1 United States
    • 5.4.1.2 Canada
    • 5.4.1.3 Mexico
  • 5.4.2 South America
    • 5.4.2.1 Brazil
    • 5.4.2.2 Argentina
    • 5.4.2.3 Rest of South America
  • 5.4.3 Europe
    • 5.4.3.1 Germany
    • 5.4.3.2 United Kingdom
    • 5.4.3.3 France
    • 5.4.3.4 Rest of Europe
  • 5.4.4 Asia-Pacific
    • 5.4.4.1 China
    • 5.4.4.2 Japan
    • 5.4.4.3 India
    • 5.4.4.4 South Korea
    • 5.4.4.5 Rest of Asia-Pacific
  • 5.4.5 Middle East
    • 5.4.5.1 Saudi Arabia
    • 5.4.5.2 United Arab Emirates
    • 5.4.5.3 Rest of the Middle East
  • 5.4.6 Africa
    • 5.4.6.1 South Africa
    • 5.4.6.2 Nigeria
    • 5.4.6.3 Rest of Africa

6 COMPETITIVE LANDSCAPE

• 6.1 Market Concentration
• 6.2 Strategic Moves
• 6.3 Market Share Analysis
• 6.4 Company Profiles (includes Global Level Overview, Market Level Overview, Core Segments, Financials as available, Strategic Information, Market Rank/Share, Products and Services, Recent Developments)
  • 6.4.1 Microsoft Corporation
  • 6.4.2 Corning Incorporated
  • 6.4.3 Prysmian S.p.A.
  • 6.4.4 Nokia Corporation
  • 6.4.5 Relativity Networks, Inc.
  • 6.4.6 Lightera LLC
  • 6.4.7 Furukawa Electric Co., Ltd.
  • 6.4.8 Fujikura Ltd.
  • 6.4.9 Sumitomo Electric Industries, Ltd.
  • 6.4.10 Yangtze Optical Fibre and Cable Joint Stock Limited Company
  • 6.4.11 Jiangsu Hengtong Optic-Electric Co., Ltd.
  • 6.4.12 Sterlite Technologies Limited
  • 6.4.13 OFS Fitel, LLC
  • 6.4.14 Coherent Corp.
  • 6.4.15 BT Group plc
  • 6.4.16 AFL Telecommunications LLC
  • 6.4.17 Heraeus Covantics
  • 6.4.18 Amazon Web Services, Inc.
  • 6.4.19 Google LLC
  • 6.4.20 Meta Platforms, Inc.

7 MARKET OPPORTUNITIES AND FUTURE OUTLOOK

• 7.1 White-Space and Unmet-Need Assessment