The balance between cost and performance remains the core proposition of industrialization.

The high prosperity of AI computing investment provides premium space for optical connectivity products, but telecom operators still face strict cost pressures in 5G network construction. As "consumable-type" components in base station construction, waterproof patch cords require pricing strategies that find the optimal solution among material grades, protection specifications, and market demand. Corning's large-scale capacity layout and Huawei's ecosystem integration capabilities are expected to absorb some cost pressure through supply chain efficiency improvements, driving high-performance waterproof patch cords from "premium option" to "standard configuration."