Friday, August 12, 2022

Huawei's first half 2022 revenue drops 5.9% yoy

Huawei reported unaudited revenue of CNY301.6 billion (approximately US$44.73 billion) for the first half of 2022, down by 5.9% compared to a year earlier. There was a net profit margin of 5.0%.

Revenue by business group

  • Carrier - CNY142.7 billion (US$21.1 billion), up 7.5% yoy
  • Enterprise - CNY54.7 billion (US$8.11 billion),  up 25% yoy
  • Device  - CNY101.3 billion (US$15.0 billion), down 25% yoy

Huawei said its 1H2022 overall performance was in line with forecast.

"While our device business was heavily impacted, our ICT infrastructure business maintained steady growth," said Ken Hu, Huawei's Rotating Chairman. "Moving forward, we will harness trends in digitalization and decarbonization to keep creating value for our customers and partners, and secure quality development."

Huawei reports Q1 sales of CNY131 billion, down 13.8% yoy

Huawei reported Q1 2022 revenue of CNY131 billion in revenue (approx US$19.80 billion), with a net profit margin of 4.3%."In Q1, our overall business results were in line with forecasts. Our consumer business was heavily impacted, and our ICT infrastructure business experienced steady growth," said Ken Hu, Huawei's Rotating Chairman. "We have yet again increased our investment in R&D to harness the momentum of our innovation and create new value...

Huawei reports 2021 revenue of CNY142.7 billion, down 28%

Huawei reported 2021 revenue of CNY636.8 billion (US$99.885 billion), down 28.6% compared to CNY891,368 in 2021.Net profit for amounted to CNY113.7 billion, an increase of 75.9% year-on-year. Revenue for Huawei's Carrier Business dropped 7%, while its Enterprise Business revenues rose 2%.Regionally, sales in its home market of China fell 31% as carrier completed 5G deployments. Sales in dropped in other geographies as well, with EMEA down 27%,...

Huawei's first half 2021 revenue drops 29% yoy - shift to enterprise

Huawei released the following business results for the first half of 2021:In H1, Huawei generated CNY320.4 billion (approximately US$49.4 billion) in revenue, down 29.4% yoy, with its net profit margin reaching 9.8%.Carrier business revenue: CNY136.9 billion, down 14.2% yoy Enterprise business revenue: CNY42.9 billion, up 36.3% yoyConsumer business revenue: CNY135.7 billion, down 46.9% yoy"We've set our strategic goals for the next five years,"...

Thursday, August 11, 2022

FiBrasil partners with Padtec on Network Operations Center

FiBrasil, a Brazilian operator of neutral networks, has formed a partnership with Padtec focused on managing the operation of its communication networks in Brazil. The services include monitoring and technical support through Padtec’s Network Operations Center (NOC).

Located at its headquarters in Campinas, in the interior of São Paulo, Padtec’s NOC offers remote network monitoring and support services, available 24 hours a day, 7 days a week. Services are provided by specialized technicians who have an advanced infrastructure, with resources such as dual approach fiber optic routes,  fire protection systems, UPS and generators to ensure uninterrupted operation in the event of a power failure, and a disaster recovery plan that allows for fully remote operation. All this with the capability of defining service level agreements (SLAs) suited to the needs and requirements – as well as the investment capacity – of each provider.

Padtec’s NOC service (contracted by FiBrasil) is part of the company’s business unit, which currently has 40 points of presence distributed throughout Brazil, Argentina and Colombia. The objective is to help and boost the business of providers operating in the broadband market by optimizing the resources of their networks.

FiBrasil is a joint venture that works in the construction, operation and commercialization of a neutral fiber optic network for internet providers and telecommunications operators who wish to expand their coverage throughout Brazil. The company aims to triple the number of municipalities covered by the end of this

“Our current coverage is approximately 70 cities, and the goal is to reach 200 cities by the end of 2022”, highlights Atila Branco, FiBrasil’s CTIO. “Padtec is a reference in the operation of fiber optic networks and therefore is the ideal partner for our business, allowing us to focus on the expansion of our network and on the high quality operational characteristics of FiBrasil“, he adds.

“With the offer of a complete solution of telecommunications services, which involves the planning of the system to the installation, operation and maintenance of the networks, we add value to our delivery and provide more security and comfort to our customers”, said Carlos Raimar, CEO of Padtec.

Brazil's AdylNet picks Padtec for optical backbone

AdylNet, a telecommunications service provider in Rio Grande do Sul with an optical network of more than 22,000 kilometers, has adopted  Padtec’s line of 800 Gbps transponders (up to 400 Gbps per optical channel) for an optical backbone linking the capitals of São Paulo, Curitiba, Florianópolis and Porto Alegre and cities from the interior of Rio Grande do Sul. 

Based in Nova Prata (RS), AdylNet currently serves more than 50,000 residential, corporate and wholesale (ISP) users. The decision to modernize its network infrastructure is part of the company’s strategy to meet – with quality – the growing demands for bandwidth and new services in the regions where it operates. 

Padtec’s LightPad i6400G platform’s 800 Gbps line of transponders allows transmitting extremely high data rates over short to long distances in terrestrial and underwater DWDM networks. 

“With this generation of transponders, providers optimize their operation, since it is possible to carry more traffic with a smaller amount of equipment. This reduces the cost per transmitted bit, as well as energy and space consumption, which are scarce in telecommunications environments”, explains Argemiro Sousa, Padtec’s Business Director.

Colt optimises low latency routes between Singapore and Sydney

Colt Technology Services, has substantially reduced the latency between the Singapore and Australian exchanges, realising the fast connectivity in the market of less than 87ms.

The round-trip latency values were measured with 1000Base-X and 64-byte packets on a 1Gbps test line between Colt POPs located at ASX and SGX Building.

The low latency route upgrade follows recent upgrades and additions to Colt’s other ultra-low latency routes, including new ultra-low latency routes between the SET, HKEX and SGX, between JPX and HKEX, HKEX to SGX and ASX to CME, as well as new services connecting markets in South Korea and Taiwan. This is an addition to other markets across Asia, Europe and the US, where Colt is a market leader in connectivity, hosting and exchange colocation facilities provision.

Arthur Rank, Global Director, Capital Markets Solutions, said: “We are continuing to invest heavily in upgrading our ultra-low latency infrastructure in the Asia-Pacific and around the world. The SGX-ASX route is particularly important for derivative and FX players in the region. We will continue to push boundaries to bring the fastest connectivity speeds in a competitive market.”

“Fast connectivity is critical for enabling capital market firms of all kinds to execute trading strategies faster. Our highly secure ultra-low latency network services are used by the most demanding buy-side and sell-side firms in key liquidity hubs globally, including Tier 1 financial institutions. We are committed to helping them thrive in the Asia-Pacific.”


Deutsche Telekom remains on course as sales rise 5.9% yoy

Citing strong earnings trends despite macroeconomic headwinds, Deutsche Telekom reported Q2 2022 net revenue of 28.2 billion euros, up 5.9 percent compared to a year earlier. Adjusted net profit was up 15.7 percent to 2.4 billion euros.

“We continue to grow, despite the difficult economic environment,” said Tim Höttges, Chairman of the Board of Management at Deutsche Telekom. “We are well on track this year to meet our ambitious targets announced at the 2021 Capital Markets Day. Our investments are paying off.” 

Some highlights

Germany: revenue and earnings continue to grow 

The Germany segment delivered strong financials in the second quarter of 2022. Revenue grew by 2.7 percent year-on-year to 6.1 billion euros. Adjusted EBITDA AL recorded even stronger growth of 3.1 percent to 2.4 billion euros in the second quarter. This corresponds to an EBITDA margin of 40.0 percent and earnings growth for 23 quarters in a row.

In mobile communications, service revenues grew by 2.6 percent, continuing the high-level growth of the previous quarters. Branded contract net additions of 194,000 substantially exceeded the prior-year quarter.

Telekom remains the strongest broadband provider in the German market, which was weaker overall in the second quarter. 45,000 broadband net additions were recorded between April and June. The number of fiber-optic-based lines (FTTx, retail and wholesale) increased to 17.7 million. This means that around 75 percent of retail broadband customers are already using the fiber infrastructure. 

United States: customer growth at record level

In the second quarter of 2022, the mobile postpaid net additions were at a record level of 1.7 million: the best-ever customer growth in a second quarter, more than the competitors AT&T and Verizon in this quarter combined. The total customer base increased to 110 million, up 5.2 million year-on-year. 

Total revenue at T-Mobile US decreased slightly by 1.1 percent in the reporting quarter to 19.8 billion U.S. dollars. This was due to the decline in revenue from handset leasing, due to the planned gradual withdrawal from this Sprint business model. Adjusted EBITDA AL declined by 2.4 percent to 6.7 billion U.S. dollars. 

Thanks to the fact that the integration of Sprint has continued to progress well and rapidly, T-Mobile US is raising its guidance for the synergies from the business combination to between 5.4 and 5.6 billion U.S. dollars in 2022, up from the previous range of between 5.2 and  5.4 billion U.S. dollars. 

Europe: growth course continues unabated

The European national companies continued to grow unabated in the second quarter. Adjusted EBITDA AL grew 4.5 percent year-on-year in organic terms, making 18 successive quarters of growth. 

Revenue also recorded organic growth of 4.2 percent. The reported revenue of 2.7 billion euros was 2.7 percent lower than in the prior-year quarter. The difference between the reported and organic figures essentially results from the sale of the Romanian fixed-network business at the end of September 2021. 

243,000 mobile contract net additions were recorded in the second quarter. Broadband net additions were at the same level as in the previous quarter at 70,000. 186,000 new users were won for fixed-mobile convergence products.

Milestone: Deutsche Telekom now has 5,000 5G antennas

Deutsche Telekom reports that its 5G rollout continues at pace with more than 5,000 antennas now part of its 5G network. Around 350 new sites have been added in recent weeks. In total, almost 1,700 sites make up the very fast 5G network. The antennas transmit at the 3.6 gigahertz (GHz) frequency. The network can provide up to one gigabit per second for download speeds. New additions to the list are locations from all over Germany,...

Deutsche Telekom ends software development in Russia

Deutsche Telekom confirmed that it is closing it software development activities.In a follow-up to its press conference on February 24, the German carrier issued the following statement:"Deutsche Telekom does not operate any networks in Russia. We have no business relationships with companies in Russia. However, we have a team of software developers, mainly in St. Petersburg, who provide services to customers outside Russia.In recent weeks, we have...

Intelsat and OneWeb offer multi-orbit connectivity to airlines

OneWeb and Intelsat  signed a global distribution partnership agreement to offer airlines a seamless inflight connectivity solution with the best combination of performance, coverage, and reliability on the market. 

The partnership enables Intelsat to distribute OneWeb’s low Earth orbit (LEO) satellite services to airlines worldwide, coupled with Intelsat’s extensive IFC experience and existing geo-stationary (GEO) satellite service.  The companies expect the multi-orbit solution to be in service by 2024.

“This level of connectivity will enable airlines to maximize brand affiliation with passengers through all their onboard services – delivering a truly connected end-to-end passenger journey,” said Jeff Sare, president of Intelsat’s Commercial Aviation. “The hybrid service offering further allows the global airline community to plan their suite of next-generation onboard services with confidence – not only ensuring a future-proofed passenger inflight connectivity experience, but also the implementation of a connected airline digitalization strategy.”

“This is a watershed moment for the inflight connectivity market, and we’re excited to work together with Intelsat to bring our multi-orbit solution to commercial aviation. We’re committed to delivering the most differentiated and innovative solution for airlines,” said Ben Griffin, OneWeb vice president, Mobility Services. “We are proving that, through the power of partnership, a superior suite of multi-orbit capabilities can be offered to better serve the growing connectivity needs of the commercial aviation industry, delivering the highest value coupled with the lowest risk.”

Eutelsat and OneWeb merger looks to GEO + LEO satellite opportunities

 Eutelsat Communications and OneWeb agreed to merge.  The deal combines Eutelsat's fleet of 36 GEO satellites with OneWeb’s constellation of 648 Low Earth Orbit satellites, of which 428 are currently in orbit.The companies say their operations are highly complementary and that a clear roadmap has been designed to develop over time a complementary GEO/LEO service including a common platform, hybrid terminals and a fully mutualized network...

Dell'Oro: SaaS-based network security revenue to surpass $60 billion

Demand for network security–which includes email security, firewall, security service edge (SSE), secure web gateway (SWG), and web application firewall (WAF) technologies–is expected to remain healthy over the next five years as solid enterprise investment in cloud applications and hybrid work drive the need for greater security and offset macro-economic headwinds, according to a new report from Dell'Oro Group.

“Compared with our previous forecast in January 2022, the world is a different place with stubbornly high inflation and a regional war in Europe, and as a result, we incrementally lowered our near-term network security revenue projections,” said Mauricio Sanchez, Research Director, Network Security, and SASE & SD-WAN at Dell’Oro Group. “However, we see the near-term softness to be transitory and offset by stronger growth in later years as enterprises remain focused on securing the shift to being cloud-first and mobile-friendly,” added Sanchez.

Additional highlights from Network Security July 2022 5-Year Forecast Report:

  • SSE market revenue to experience a compounded annual growth rate (CAGR) of nearly 30 percent from 2021 to 2026. Secure Web Gateway (SWG) and Cloud Access Security Broker (CASB) are expected to remain the most significant revenue components over the five-year forecast horizon, but Zero Trust Network Access (ZTNA) and Firewall-as-a-Service (FaaS) are estimated to flourish at a faster rate.
  • Firewall market is expected to remain the largest network security segment by revenue and is forecasted to grow at an 8 percent CAGR over the forecast horizon.

Sierra Wireless reported Q2 revenue of $188.0 million, up 41%

Citing strong demand and the realization of investments in inventory to combat the ongoing supply chain tightness, Sierra Wireless reported Q2 revenue of $188.0 million, an increase of 41.5% compared to the second quarter of 2021.

Gross margin was 33.6% as compared to 34.8% in the second quarter of 2021. In the second quarter of 2022, gross margin was impacted by product mix and higher component costs.

Operating expenses were $44.6 million compared to $55.6 million in the second quarter of 2021. Second quarter expenses included a $9.2 million gain on sale of our Omnilink offender monitoring business. Adjusted EBITDA was $22.4 million compared to $4.3 million in the second quarter of 2021.

Some highlights:

  • Connectivity, software, and services revenue was $31.4 million, a decrease of 10.7% compared to the second quarter of 2021. This decrease was primarily due to the sale of the Omnilink offender monitoring business and the impact of the shutdown of 2G/3G networks in the United States on the company's home security business.
  • Monthly recurring revenue ("MRR")2, 3 was $9.1 million in June 2022 compared to $9.3 million in June 2021.
  • Revenue from IoT Solutions increased 54.7% to $139.7 million as compared to $90.3 million in the second quarter of 2021. The increase was primarily due to strong demand for connected devices globally and the realization of investments in inventory to combat the ongoing supply chain tightness. Increase in demand includes acceleration in IoT modules deployment across  industrial customers. IoT Solutions gross margin was 30.1%, compared to 27.0% in the second quarter of 2021. The increase in gross margin was primarily due to price increases, product mix, and improved absorption of fixed costs from increased volume.
  • Revenue from Enterprise Solutions increased 13.6% to $48.3 million as compared to $42.5 million in the second quarter of 2021. The increase was primarily due to strong demand for routers in our key industrial and public safety verticals, partially offset by decline in connectivity, software, and services revenue resulting from the sale of the Omnilink offender monitoring business and the impact of the shutdown of 2G/3G networks in the United States on the company's home security business. Enterprise Solutions gross margin was 43.9% as compared to 51.3% in the second quarter of 2021. The decrease in gross margin was primarily due to product mix and higher component costs.

Semtech to acquire Sierra Wireless for LoRa + Cellular IoT

Semtech agreed to acquire Sierra Wireless, a leading supplier of Internet of Things (IoT) solutions, for US$31 per share in an all-cash transaction representing a total enterprise value of approximately US$1.2 billion.Semtech said the deal will significantly expand its addressable market and is expected to approximately double Semtech’s annual revenue and create a strong and diverse portfolio of connectivity solutions for the growing IoT market. Significantly,...

NETGEAR to Acquire Sierra Wireless' AirCard Business

NETGEAR agreed to acquire Sierra Wireless' AirCard business, including customer relationships, certain intellectual property, inventory and fixed assets, for approximately $138 million in cash. Sierra Wireless expects to net about $100 million from the asset sale, after related liabilities, taxes, expenses, and funds held in escrow. Sierra Wireless' AirCard business supplies a range of data cards, dongles, and hotspots for 3G and 4G networks....

Sierra Wireless to sell its Automotive Embedded Module business

Sierra Wireless will divest its Shenzhen, China-based automotive embedded module product line for US$165 million in cash. The purchaser, Rolling Wireless (H.K.) Limited, is a consortium led by Fibocom Wireless Inc. of Shenzhen. The divested product line is part of the company’s Embedded Broadband reporting segment. Sierra Wireless will exit automotive applications but will continue to invest in other product lines in its Embedded Broadband segment,...

VIAVI hits revenue of $335.3 million, up 7.8% year-over-year

VIAVI reported net revenue of $335.3 million  for its fourth fiscal quarter ended July 2, 2022.. GAAP net income was $16.5 million, or $0.07 per share. Non-GAAP net income was $55.8 million, or $0.24 per share.

"I am pleased with VIAVI's performance in the fiscal year 2022. We generated record revenue, close to $1.3 billion, and record operating profit, exceeding our strategic plan goals that we set out three years ago before the pandemic, global supply chain issues, and inflationary pressures," said Oleg Khaykin, VIAVI's President and Chief Executive Officer.

Khaykin added, "I am also pleased with VIAVI's performance and momentum during the fiscal Q4 2022, resulting in record revenue and record fourth quarter profitability driven by Fiber-to-the-Home deployment, 400GbE network and data center upgrades, and the investments in O-RAN network expansions."

Americas, Asia-Pacific and EMEA customers represented 38.7%, 38.7% and 22.6%, respectively, of total net revenue for the quarter ended July 2, 2022.

As of July 2, 2022, the Company held $564.9 million in total cash, short-term restricted cash and short-term investments.

Wednesday, August 10, 2022

DustPhotonics and MaxLinear demo silicon photonics + integrated lasers

DustPhotonics and MaxLinear demonstrated a silicon photonics chipset with integrated lasers directly driven from a DSP without the use of any external driver chip.

The MaxLinear Keystone DSP (Digital Signal Processor) and DustPhotonics Carmel Silicon Photonics chip were shown together to support direct-drive operation, which reduces the overall cost and power dissipation of optical transceivers for data communication. 

Potential applications include 400 Gbps and 800 Gbps pluggable modules and on-board optics.

The DustPhotonics chip includes an integrated DFB (Distributed-feedback) laser and DustPhotonics Low Loss Laser Coupling technology (L3C), achieving a very efficient coupling of light into the Photonic Integrated Circuit (PIC). This unique technology enables the use of 1 laser for every 4 channels.

The MaxLinear Keystone chip is part of a family of DSPs capable of both 400 Gbps and 800 Gbps operation, based on TSMC’s 5nm process. The Keystone DSP provides a rich set of features for transceivers, CPO (Co-Packaged Optics) modules and on-board optics while achieving significantly lower power than competitive solutions. The integrated drivers are optimized for silicon photonics direct-drive and provide the best industry performance for this application.

The companies say their combined solution enables performance that significantly exceeds all IEEE specifications. In terms of power consumption, 400 Gbps transceivers can now be designed to reach sub 7W.

“DustPhotonics is focused on enabling best-in-class Silicon Photonics chips to simplify the efforts of transceiver and systems designers,” said Yoel Chetrit, Vice President R&D of DustPhotonics. “Not only can our Carmel chip simplify the overall system design by reducing the total number of lasers to a single laser for 4 channels, but it also eliminates the external driver, which reduces the cost, power and complexity of the overall system.”

“The combination of our Keystone 5nm integrated driver DSPs with DustPhotonics’ silicon photonics demonstrates the significant power and performance advantages achievable with our integrated drivers,” said Drew Guckenberger, Vice President of Optical Interconnect at MaxLinear. “With double-digit year-on-year growth in market demand for 400Gb/s and 800Gb/s transceivers, this integrated solution can create tremendous value for our customers. We look forward to seeing full transceiver deployments in the near future.”

MaxLinear, MACOM and II-VI eye 800G modules

MaxLinear, MACOM and II-VI, demonstrated 100G/lane multi-mode links targeted for 800G optical modules. These links incorporate the MaxLinear Keystone 5nm 800G DSP, MACOM 100G/lane TIAs and VCSEL drivers and II-VI latest 850nm VCSELs and photodetectors.MaxLinear's Keystone family of 5nm PAM4 DSPs includes 400G and 800G variants with and without integrated laser drivers. This demonstration uses the 800G DSP, in conjunction with the MACOM four-channel...

MaxLinear showcases 5nm CMOS 800G PAM4 DSP

MaxLinear will showcase a 5nm CMOS 800Gbps PAM4 DSP for data center applications at the virtual Optical Fiber Communication Conference and Exhibition (OFC) from June 6 to June 11, 2021. “With the exponential growth of data traffic within hyperscale cloud networks, the needed increase in interconnect bandwidth in those networks requires lower-power, higher-density optical modules that support higher lane rates,” said Drew Guckenberger, Vice President...

Google Cloud regions coming to Malaysia, Thailand, New Zealand

Google Cloud announced plans to add cloud regions in Malaysia, Thailand, and New Zealand.  Earlier this year, the company announced new cloud regions in Berlin, Dammam, Doha, Mexico, Tel Aviv, and Turin. 

Google Cloud is currently operating 34 cloud regions worldwide - 11 of which are located in Asia Pacific. 

“The new Google Cloud regions will help to address organizations’ increasing needs in the area of digital sovereignty and enable more opportunities for digital transformation and innovation in Asia Pacific. With this announcement, Google Cloud is providing customers with more choices in accessing capabilities from local cloud regions while aiding their journeys to hybrid and multi-cloud environments," said Daphne Chung, Research Director, Cloud Services and Software Research, IDC Asia/Pacific.

FCC rejects Starlink for RDOF funding

The FCC rejected the long-form applications of Starlink and of LTD Broadband to receive support through the Rural Digital Opportunity Fund program. 

Starlink is delivering broadband access via thousands of LEO satellites. 

LTD Broadband offers a fixed wireless access service and has built over 2500 tower sites covering over 50,000 square miles of Iowa, Minnesota, Missouri, Nebraska, North Dakota, South Dakota, Tennessee, and Wisconsin. 

The FCC said these applications failed to demonstrate that the providers could deliver the promised service.

“After careful legal, technical, and policy review, we are rejecting these applications. Consumers deserve reliable and affordable high-speed broadband,” said Chairwoman Rosenworcel. “We must put scarce universal service dollars to their best possible use as we move into a digital future that demands ever more powerful and faster networks. We cannot afford to subsidize ventures that are not delivering the promised speeds or are not likely to meet program requirements.”

“Starlink’s technology has real promise,” continued Chairwoman Rosenworcel. “But the question before us was whether to publicly subsidize its still developing technology for consumer broadband—which requires that users purchase a $600 dish—with nearly $900 million in universal service funds until 2032.”

In the initial auction results announced December 7, 2020, LTD Broadband won $1,320,920,718.60, and Space Exploration Technologies Corp. (Starlink) won $885,509,638.40.

In rebuttal, FCC Commissioner Brendan Carr issued the following statement: “I am surprised to find out via a press release—while I am on a work trip to remote parts of Alaska—that the FCC has made this significant decision. I will have more to say because we should be making it easier for unserved communities to get service, not rejecting a proven satellite technology that is delivering robust, high-speed service today. To be clear, this is a decision that tells families in states across the country that they should just keep waiting on the wrong side of the digital divide even though we have the technology to improve their lives now.”

  • Separately, the FCC  announced that is ready to authorize $21,112,263 in broadband funding to three companies to deploy gigabit service to almost 15,000 locations in four states Tennessee, Texas, Utah, and Wyoming.
  • To date, the RDOF program has authorized more than $5 billion in funding to bring primarily fiber gigabit broadband service to over 3,000,000 locations in 47 states. 

IP Infusion's OcNOS 6 support terabit switching, segment routing

IP Infusion released its OcNOS 6 networking software targeting a wide range of telecom use cases.

New features in OcNOS 6:

  • Scalable software for Terabit switching bandwidth.
  • Enhanced Timing & Synchronization, which reduces costs by eliminating external timing equipment.
  • Segment Routing improves routing performance for broadband aggregation.
  • Robust Layer 2 protection switching for Carrier Ethernet solutions.
  • Enable 400G networks for 5G mobile, fixed broadband and routed optical networking.
  • Enhanced data models for network automation, orchestration and control.

“OcNOS 6 leverages IP Infusion’s two decades of market leadership to deliver high-performance routing, seamless migration on a broad set of white box hardware, network silicon and optics,” said Atsushi Ogata, President and CEO of IP Infusion. “We are committed to helping our customers disaggregate their networks to generate new revenue streams, at significantly lower Opex.”

“Broadcom and IP Infusion have collaborated for many years to deliver scalable, carrier-grade solutions with open networking architectures for network operators around the world,” said Wei-Ai Tai, director of business development, Core Switching Group, Broadcom. “IP Infusion’s OcNOS 6 increases our broad platform support with enhanced timing and synchronization features for 5G migrations.”

Lumen thwarts 1.06 Tbps DDoS attack

Lumen Technologies mitigated  a 1.06 Tbps Distributed Denial of Service (DDoS)attack that was part of a larger campaign targeting a single victim. 

The incident was one of the largest DDoS attacks experienced by Lumen to date.

Size was not the only notable element of the failed attack; it was also part of a larger campaign in which the threat actor attempted to leverage multiple techniques. These techniques are called out in the report as emerging trends in the second quarter.

Read the full Q2 2022 DDoS report:

Dell'Oro: Smart NICs to drive Ethernet adapter market to $5B by 2026

 Driven by SmartNICs, the Ethernet Controller and Adapter market is expected to reach $5 Billion in 2026, according to a new report from Dell'Oro Group. Server network connectivity will transition to higher speeds, with 100 Gbps and higher-speed ports accounting for 44 percent of the shipments in five years.

“We predict Smart NICs will account for 38 percent of the total Ethernet Controller and Adapter market by 2026,” said Baron Fung, Research Director at Dell’Oro Group. “Smart NICs will displace traditional NICs for most of the hyperscale cloud infrastructure for general-purpose and high-end workloads such as accelerated computing. There are also opportunities for Smart NICs in the Tier 2 Cloud, Enterprise and Telco segments, with compelling use cases such as network protocol offloads, distributed storage, and virtualized network security applications. However, vendors would first need to address cost-of-ownership and implementation challenges before we see broader Smart NIC adoption outside of the hyperscale cloud market,” added Fung.

Additional highlights:

  • Total Ethernet Controller and Adapter market revenue is forecast to grow 10 percent by 2026.
  • 100 and 200 Gbps will be the dominant server port speeds for the Top 4 US Cloud SPs—Amazon, Google, Meta, and Microsoft—over the next five years.
  • Smart NIC revenues are projected to grow at a 21 percent compound annual growth rate over five years, compared to 5 percent growth for traditional NICs.

Australia's TPG Telecom deploys Adtran's Gfast

TPG Telecom Group (TPG), Australia’s second-largest telecommunications provider, is leveraging the Adtran second generation Gigabit Gfast fiber extension portfolio to upgrade existing broadband services to Gigabit speeds and attract new subscribers.

Adtran is enabling TPG to rapidly roll out Gigabit broadband services to more than 230,000 premises and over 2,000 buildings across Eastern Australia.

TPG has a large footprint of both single- and multiple-dwelling locations that were connected by VDSL technology. The service provider wanted to offer Gigabit services to these existing subscribers as well as everyone else in its DSL services footprint. TPG is the first major telco in Australia to deploy Gfast and it selected Adtran’s latest Gfast technology to rapidly launch fast, competitive broadband service speeds that are 10 times faster than similar services offered by competitors in the region.

“In today’s global digital economy, having access to Gigabit services is a big competitive advantage for any carrier that wants to offer the best connectivity solutions to residential and business customers. The launch of Gfast has helped us offer some of the fastest broadband speeds available in Australia today and will be a game-changer for TPG’s wholesale business and customers,” said Jonathan Rutherford, Group Executive, Wholesale, Enterprise and Government at TPG Telecom Group. “We’ve been proud to work with Adtran—it has overcome global component supply constraints to ensure we were able to quickly and efficiently roll out this new technology.”

Adtran’s Gfast VDSL coexistence technology enables Gfast-based services to uniquely support the delivery of symmetric and asymmetric Gigabit speeds even when delivered in coexistence with legacy VDSL2 services.

Australia's NBN Co deploys ADTRAN's in-ground DPUs

Australia's NBN Co will deploy ADTRAN's 2nd generation Distribution Point Units (DPUs) in the next phase of the country’s national broadband access network. ADTRAN confirmed that it has shipped hundreds of thousands of the most advanced generation of ports for this project. Financial terms were not disclosed. The first DPUs are being installed in the Sydney suburb of Rockdale, where the newest phase of the wholesale nbn is...

ADTRAN's Combo PON been adopted by more than 100 operators 

 ADTRAN's Combo PON technology, which launched in June 2020, has been adopted by more than 100 operators worldwide, including every type of service provider—from altnets, RDOF recipients, multinational Tier 1 operators and cable operators.Combo PON makes upgrading to symmetrical 10G PON services simple by seamlessly supporting the installed base of GPON subscribers while blanketing the entire FTTH network with the higher speed and capacity of...

Dell'Oro: Wireless LAN market impacted by backlogs

The overall market for enterprise wireless LAN equipment is expected to exceed $10 billion by 2026, and see a healthy CAGR over the next five years, according to Dell'Oro Group.  However, enterprise Wireless LAN backlogs will balloon to over 100 percent of revenues in 2022, leaving companies to get inventive in their search for Wi-Fi coverage.  A boost in unit shipments is not expected until late 2023, with a return to normal unit growth still two years away.

“Wireless LAN market sales are being dragged down by manufacturers’ record-breaking backlogs,” said Siân Morgan, Wireless LAN Research Director.  “Our recent interviews have revealed that the lead time for receiving Wireless LAN Access Points has stretched to between six months and a year – a significant change from the ‘weeks-to-months’ that enterprises were waiting at the end of 2021. Supply constraints have shifted, including not just the main Wi-Fi chips but also secondary or even tertiary components.  With a limited ability to fulfill the orders flooding in, manufacturers will focus their late 2022 and early 2023 shipments on working down outstanding backlogs:  mainly orders for Wi-Fi 6.  Unit shipments should start to loosen up later in 2023, about the time Wi-Fi 7 appears on the market.

“Enterprises are going to creative lengths to procure Wi-Fi solutions, such as prolonging existing support contracts, using older equipment or even repurposing consumer-grade routers. Systems integrators are recommending ways to enable more applications, squeezing more value from the existing network infrastructure. In sum, now is a time characterized by invention,” added Morgan.Additional highlights from the Wireless LAN July 2022 5-Year Forecast Report:

  • A calculation on published backlog levels of manufacturers outside China reveals order books swell to over ten times their normal level, exceeding the size of their annual revenues.
  • This year’s market growth of nine percent will be mainly fueled by price increases, with unit shipments remaining constrained. Increased prices will boost 2023 revenues as manufacturers pass on higher costs, but price erosion will begin to take hold in 2024 and beyond.
  • The first enterprise-class Wi-Fi 7 shipments in the fourth quarter of 2023 are predicted to dampen the take-up of Wi-Fi 6E.
  • While the adoption of public cloud-managed Wireless LAN will expand, a substantial portion of customers will prefer private cloud and on-premises solutions as enterprises reevaluate their cloud strategy.

Tuesday, August 9, 2022

Biden signs CHIPS and Science Act

President Biden signed the CHIPS and Science Act of 2022, which aims to onshore domestic manufacturing of semiconductors and to substantially increase government funding for science and technology development programs, including the networking and telecommunications fields. 

The legislation provides $54.2 billion in total appropriations for CHIPS and Public Wireless Supply Chain Innovation (also known as ORAN), and $82.5 billion in additional appropriations for research programs through the National Science Foundation, the Department of Commerce, NIST, NASA, and the Department of Energy.

“Today, we’re sending a clear signal to the world that we are serious about rebuilding our domestic manufacturing industry and leading the world in science and innovation for decades to come. I’m excited to get to work doing exactly that,” stated U.S. Secretary of Commerce Gina M. Raimondo. 

Key provisions of the CHIPS and Science Act of 2022

The U.S. House of Representatives voted 243-187 to pass the CHIPS and Science Act of 2022. The legislation was approved by the U.S. Senate last week. President Biden is now expected to sign it into law.The principal aim of the CHIPS Act is to onshore domestic manufacturing of semiconductors. It will also substantially increase government funding for science and technology development programs impacting the networking and telecommunications fields. The...