AT&T豪掷30亿美元牵手康宁:光纤扩张冲刺6000万目标

移动通信网 程然

AT&T 与玻璃材料巨头康宁(Corning)签署了一份价值超过 30 亿美元的多年期光纤及光缆采购协议,为这家美国运营商持续推进的“移动+宽带”融合战略再添关键砝码。这一数字较两年前双方签署的 10 亿美元协议规模扩大了三倍,凸显 AT&T 在光纤网络建设上的投入正全面提速。在 CEO John Stankey 的规划中,光纤是公司 2030 年前覆盖 6000 万消费者和企业地址这一核心目标的基石。

光纤提速:3000万目标提前半年达成

AT&T 的光纤扩张正处于快车道。2026 年 6 月,该公司宣布光纤网络覆盖地址突破 3000 万,比原计划提前了整整六个月完成。这意味着在剩余的四年时间里,AT&T 还需要再新增约 3000 万覆盖地址,产能与供应链保障成为决定成败的关键变量,此次与康宁的大额锁定协议正是为此铺路。

从经营数据看,光纤业务已成为 AT&T 增长的核心引擎。最新季度财报显示,其消费者和企业互联网用户合计净增 64.6 万,其中光纤净增 36.7 万,固定无线接入(FWA)净增 27.9 万,两者合计创下历史单季新高。光纤与 FWA 的组合打法,让 AT&T 在与 Verizon、T-Mobile 的宽带市场竞争中保持了强劲攻势。

【关键数据】

- 合同金额: 超过 30 亿美元(多年期光纤及光缆协议)

- 2030 年覆盖目标: 6000 万消费者和企业地址

- 当前覆盖进度: 3000 万地址(2026 年 6 月,提前 6 个月达成)

- Q2 互联网净增: 64.6 万(光纤 36.7 万 + FWA 27.9 万)

- 历史合作规模: 2024 年 10 亿美元协议,2022 年参投康宁亚利桑那光缆工厂

深度绑定:供应链与资本的双向加持

这并非 AT&T 与康宁的首次重量级合作。早在 2022 年,AT&T 就作为核心投资方参与了康宁在亚利桑那州新建光缆制造工厂的项目,2024 年双方又签署了价值 10 亿美元的多年度光纤协议。此次 30 亿美元协议可以视为双方合作关系的全面升级——从单纯的采购关系,演变为涵盖产能共建、资本绑定和长期供应的深度战略协同。

对康宁而言,这笔订单同样是重大利好。在美国光纤市场,AT&T 与 Verizon 合计贡献了约六成的光纤测速样本份额(基于 Ookla 2026 年上半年对近 1700 家固网服务商的数据),头部运营商的持续扩产需求,为康宁的光通信业务提供了稳定的长期收入基本盘。在光纤光缆行业整体竞争加剧、价格承压的环境下,绑定大客户的多年期协议是锁定利润的确定性路径。

行业走向:光纤军备竞赛进入下半场

从行业视角看,美国宽带市场的光纤军备竞赛已进入下半场。AT&T 与 Verizon 双寡头占据光纤市场主导地位,T-Mobile 则以 FWA 侧翼进攻,三家的宽带用户争夺战愈演愈烈。AT&T 选择光纤与 FWA 并行的双轨策略,既用光纤锁定高价值城区用户,又用 FWA 快速覆盖光纤暂未到达的区域。30 亿美元的供应链锁定表明,AT&T 已将光纤扩张视为不可动摇的战略优先级。对设备与材料供应商而言,运营商 CapEx 的结构性转移——从无线 RAN 转向光纤接入——将重塑未来数年的产业格局,谁能卡位头部运营商的长协订单,谁就能在这轮建设周期中占据主动。


出处:Corning inks $3B fibre deal with AT&T

英文原文
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AT&T CEO John Stankey has long been a proponent of fibre as the basis for the company reaching 60 million consumer and business locations by 2030. The mobile operator achieved its goal of passing more than 30 million locations in [June 2026](https://www.mobileworldlive.com/att/att-tops-30m-fibre-locations-ahead-of-schedule/), six months ahead of schedule. 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[Subscribe](https://www.mobileworldlive.com/subscribe/) In its most recent [Q2 results](https://www.mobileworldlive.com/att/att-posts-record-q2-fibre-fwa-additions/), AT&T recorded 646,000 total consumer and business internet net adds, comprised of 367,000 fibre and 279,000 fixed wireless access connections, which marked a record quarter for combined fibre and fixed wireless additions. The two companies signed a multi-year fibre agreement two years ago worth [$1 billion](https://www.mobileworldlive.com/att/att-strikes-1b-corning-fibre-deal/). AT&T was also a core investor with Corning [in 2022](https://www.mobileworldlive.com/att/att-backs-cornings-new-cable-manufacturing-facility/) on a new cable manufacturing facility in the state of Arizona. 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He has a long history of reporting on the telecommunications industry.](https://www.mobileworldlive.com/author/mrobuck/) [](https://tracking-api-usw1.smartadserver.com/click?imgid=41959843&insid=13227603&pgid=1174947&fmtid=87040&ckid=1818099003500508062&uii=2470063360187549346&acd=1790721816764&tmstp=3601969781&tgt=%24dt%3d1t%3b%24dma%3d820%3b%24dt%3d1t%3b%24dma%3d820%3b%24hc&systgt=%24qc%3d0%3b%24ql%3dUnknown%3b%24qpc%3d97058%3b%24qpc%3d97*%3b%24qpc%3d970*%3b%24qpc%3d9705*%3b%24qpc%3d97058*%3b%24qt%3d152_1528_8115t%3b%24dma%3d820%3b%24qo%3d6%3b%24b%3d16999%3b%24o%3d99999%3b%24sw%3d1280%3b%24sh%3d1200&envtype=0&imptype=0&gdpr=0&pgDomain=https%3a%2f%2fwww.mobileworldlive.com%2fold_latest-stories%2fcorning-inks-3b-fibre-deal-with-att%2f&cappid=1818099003500508062&scriptid=99340&opid=3c2078d8-b8f3-422a-8f90-a9d810f1fb46&opdt=1790721816552&bldv=23408&srcfn=diff&reqid=e1d666d1-569d-4275-9fc4-a1a088cd2e05&reqdt=1790721816552&oppid=3c2078d8-b8f3-422a-8f90-a9d810f1fb46&eqs=a02bb9940d4d1b47b7d8eb22098bcec572326f48&go=https%3a%2f%2fview.mobileworldlive.com%2fpartner-mwc-doha%2fp%2f1%3futm_source%3dhousead%26utm_medium%3dMPU%26utm_campaign%3dMWL-B2B-2026-MWC26Doha) ## 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