Submarine cables are crucial for global internet traffic, handling over 95% of data transmission. They enhance intercontinental connectivity, lower latency, and extend internet access, especially in regions with weaker infrastructure. TeleGeography reports over 600 submarine cable systems worldwide, including the 2Africa cable by companies like Meta and Vodafone, spanning 45,000 kilometers across three continents.

Apple is reportedly advancing talks with Indian companies like Wipro and Lakshmi Machine Works (LMW) to diversify its supply chain as the company is actively expanding manufacturing suppliers in India.

The Japanese government has approved the “Seventh Strategic Energy Plan” and “GX 2040 Vision,” which establish a medium- to long-term direction for energy policy and promote green transformation (GX) to achieve decarbonization goals. The government positions renewable energy as the primary source of electricity for the future while reassessing the role of nuclear power generation, which remains significant alongside thermal power generation. Additionally, decentralized renewable energy is set to form the foundation for achieving GX.

短期来看，面板价格虽然持续上行，但受多方因素影响，市场需求变化和采购策略调整，可能会出现库存压力和价格回调；长期来看，技术创新、新兴市场需求、全球经济复苏节奏、供应链韧性等多元因素，都是影响市场走势的重要变量。