Sunday, April 21, 2019

Huawei posts 39% rise in Q1 Sales

Huawei reported 1Q2019 revenue of CNY179.7 billion, an increase of 39% year-on-year.

The company said its net profit margin in Q1 2019 was about 8%, slightly higher than the same period last year.[1]

As of the end of March, Huawei had forty 5G contracts and had shipped more than 70,000 5G base stations to markets around the world.

Also in Q1 2019, Huawei's Enterprise Business Group launched its Digital Platform and its new "Huawei Inside" strategy. Huawei is committed to building the foundations of a digital China and the core of a digital world by delivering the Digital Platform along with ubiquitous connectivity and pervasive intelligence. Huawei's Enterprise Business Group also deployed the world's first 5G-enabled Wi-Fi 6 access point. As of the end of Q1 2019, Huawei had shipped more Wi-Fi 6 products than any other company worldwide.

Huawei's Consumer Business Group continues to create value for consumers with its innovative products. Its core strategy is to deliver an intelligent experience to consumers across all scenarios. In Q1 2019, Huawei shipped 59 million smartphones. In other business segments like PCs, wearables, and smart home, Huawei has been welcomed by global consumers for its leading, innovative products and superior user experiences.

HUAWEI CLOUD remains committed to innovation. It aims to build the best possible hybrid cloud, provide full-stack AI solutions for intelligent industries, and make inclusive AI a reality. More than one million enterprise users and developers have chosen to work with HUAWEI CLOUD. In Q1, HUAWEI CLOUD services were launched in Singapore, and HUAWEI CLOUD released its AI model market. HUAWEI CLOUD's one-stop-shop AI development platform – ModelArts – came first in both image classification training and inference in the Stanford DAWNBench deep learning competition.

https://www.huawei.com/en/press-events/news/2019/4/huawei-q1-2019-business-results

Wednesday, April 17, 2019

Huawei strives for cloud-native 5G core

Huawei has focused on cloud-native as the cornerstone of its 5G core network solutions.

Speaking at this week's Huawei Global Analyst Summit in Shenzhen, Jason Dai, President of Huawei Cloud Core Network Strategy & Business Development Dept, said Huawei is striving for a fully cloudified core network based on technologies such as three-layer decoupling, stateless design, cross-DC disaster recovery, containers, and service-based frameworks. Huawei's flow control algorithm enables 5G core networks to cope with traffic bursts caused by ultra-dense connections. End-to-end network slicing enables new service models. Huawei 5G core network is based on the distributed architecture of control plane and user plane separation (CUPS), with its centrally managed control planes and one-stop plug-and-play ready user planes. On-demand scheduling based on heterogeneous edge computing enables services to be processed only by the most suitable resources.

Huawei also noted the following milestones:

  • more than 580 commercial cloud core network contracts worldwide
  • 40 commercial 5G contracts worldwide


https://www.huawei.com/us/press-events/news/2019/4/huawei-5g-core-network

DriveNet scales its disaggregated router to 400G

DriveNets, a start-up based in Israel, announced 400G-port routing support to its Network Cloud software-based disaggregated router.

The company says its Network Cloud is the only router on the market designed to scale 100/400G ports up to performance of 768 Tbps. Inspired by the hyperscalers, Network Cloud runs the routing data plane on cost-efficient white-boxes and the control plane on standard servers, disconnecting network cost from capacity growth.

DriveNets’ latest routing software release supports a packet-forwarding white-box based on Broadcom’s Jericho2 chipset which has high-speed, high-density port interfaces of 100G and 400G.

The platform is now being tested and certified by a tier-1 Telco customer.

DriveNets was founded in 2015 by Ido Susan and Hillel Kobrinsky. Susan previously co-founded Intucell, which was acquired by Cisco for $475 million. Kobrinsky founded the web conferencing specialist, Interwise, which was acquired by AT&T for $121 million.

In February, the company emerged from stealth with $110 Million in Series A funding.

“Unlike existing offerings, Network Cloud has built a disaggregated router from scratch. We adapted the data-center switching model behind the world’s largest clouds to routing, at a carrier-grade level, to build the world’s largest Service Providers’ networks. We are proud to show how DriveNets can rapidly and reliably deploy technological innovations at that scale,” said Ido Susan CEO and Co-Founder of DriveNets.

Swisscom activates 5G

Swisscom switched on its commercial 5G network on April 17th across 102 locations in the first 54 towns – including Basel, Bern, Chur, Davos, Geneva, Lausanne and Zurich.

Swisscom plans to extend 5G coverage across Switzerland from Aadorf to Zwischbergen by the end of the year.

“The Swisscom 5G network will be ready for everyone across Switzerland by the end of the year as the new 5G devices from the major manufacturers wait under the Christmas trees,” says Urs Schaeppi, CEO Swisscom.





Swisscom picks Ericsson + Juniper for 5G IP transport

Ericsson will supply a new end-to-end 5G IP transport network to Swisscom. The deployment will use Ericsson's Router 6000 and Juniper Networks' 5G core routing portfolio. Financial terms were not disclosed.

Ericsson said it takes end-to-end responsibility for Swisscom's 4G and 5G networks – from radio base stations to the data center. This includes hosting core applications such as IMS and Packet Core and managing network slices end to end with Ericsson Dynamic Orchestration.

Heinz Herren, CIO and CTO at Swisscom, says: "We have selected Ericsson's transport solution for our 5G network. Partnering with Juniper Networks, Ericsson has extended its transport coverage and can now take end-to-end transport responsibility all the way from the Radio Access Network (RAN) to the next generation core. Seamlessly managed and orchestrated, this reduces our complexity and affords a more efficient, high-performing network."

Zapata raises $21M in series A for quantum computing

Zapata Computing, a start-up that spun out of Harvard University, raised $21 million in Series A financing for its pursuit of quantum computing. New and existing investors include Pitango Ventures, BASF Venture Capital, Robert Bosch Venture Capital, Pillar VC, and The Engine.

Zapata is focused on the software and quantum algorithms to enable the next generation of discoveries — for a wide range of industries including chemistry, pharmaceuticals, logistics, finance and materials — on quantum computers.

“For our Series A, we looked specifically for world-class investors who bring a global reach and a depth of experience in enterprise software and applications,” said Christopher Savoie, CEO and cofounder of Zapata. “The success of Zapata’s quantum software platform in delivering real world advances in computational power for applications — particularly in chemistry, machine learning, and optimization — has sparked an enormous demand from Fortune 100 and Global 1000 enterprises worldwide. The new financing will power our expansion strategy, enabling us to accelerate product development and expand our business into new markets and regions.”

“The playbook for quantum computing is being written right now by first movers like Zapata,” said Alán Aspuru-Guzik, cofounder of Zapata. “As the enterprise demand for our quantum solutions continues unabated, Zapata has a distinct opportunity to aggressively and rapidly cultivate the next generation of quantum science talent who can transform the promise of quantum technology into reality.”

The software is designed to run on the latest quantum hardware made by Google, IBM, Rigetti, Honeywell, IonQ and others.

https://www.zapatacomputing.com/


CloudGenix raises $65 million for SD-WAN

CloudGenix, a start-up based in San Jose, California, raised $65 million in new funding for its SD-WAN solutions

CloudGenix is known for its AppFabric technology, which ensures application-specific, service-level agreements (SLAs).

The company reports growth of 300% year-over-year, fueled by greater than 90% win-rates against incumbent legacy networking vendors. It customer wins include a large retailer based in Atlanta with more than 2,000 locations.

The recent funding round included existing investors Bain Capital Ventures, Charles River Ventures, Mayfield Fund, and Intel Capital, and new investors including ClearSky. This brings total funding to $100 million.

“We are leading a revolution in the networking industry. We are executing on our vision of delivering autonomous WANs to our customers – enabling them to specify application policies aligned to their business and have the infrastructure choreograph itself. We couldn’t be more thankful to our customers and look forward to serving them in even larger numbers,” said CloudGenix Founder and CEO Kumar Ramachandran.

 https://www.cloudgenix.com/


SENKO Showcases Future of Photonics Integration with The SN Connector



SENKO Components Jim Hasagawa and Tiger Ninomiya showcase SENKO's newest photonics integrated SN Connector designed by COBO standards.

 The SN Connector accelerates 400Gbps applications by eliminating the need for a breakout cable as the SN Connector runs 64 fiber lanes with the breakout at the adapter front panel.

https://youtu.be/aVs3GW2BEfU

ADTRAN posts Q1 sales of $144M

ADTRAN reported Q1 2019 revenues of $143.8 million compared to $120.8 million for the same period last year. Net income was $0.8 million compared to a net loss of $10.8 million for the first quarter of 2018. Non-GAAP net income was $4.9 million compared to a net loss of $15.8 million for the first quarter of 2018.

ADTRAN Chairman and Chief Executive Officer Tom Stanton stated, “We are pleased with our progress in the first quarter of 2019. Our revenue was diverse and well balanced with material contributions across the LATAM, EMEA, North America, and Pacific Rim regions. Furthermore, our broad portfolio of next-generation solutions continues to gain market traction with a growing number of customers in an expanding range of market segments. This progress underscores the company’s global strategy of diversification across geographies and markets.”

http://www.adtran.com

Ericsson's Q1 sales rose 7% thanks to North America

Driven by strong sales growth in North America, Ericsson reported Q1 revenue of SEK 48.9 billion, up 7% compared to the same period last year with constant currency. Gross margin was 38.4% (34.2%) driven by improvements in Networks and Managed Services. Operating income was SEK 4.9 (-0.3) b. and operating margin was 10.0% (-0.7%).

Börje Ekholm, President and CEO of Ericsson, states: "5G services, including mobility, have been launched in South Korea and North America. While Switzerland has released spectrum allowing Swisscom to offer commercial 5G services, using our equipment, the development in other parts of Europe is considerably slower primarily due to lack of spectrum, poor investment climate and additional uncertainties related to future vendor market access.

Gross margin[2] improved to 38.5% (35.9%) YoY, driven by improvements in segments Networks and Managed Services, and also by the recently signed patent license agreement with OPPO.

Segment Networks had a strong quarter with an organic sales growth[1] of 10% YoY, driven by increased investments in North America. Networks gross margin[2] improved to 43.2% (40.4%) YoY, mainly due to higher hardware capacity sales and IPR revenues. In the quarter we announced our intent to acquire the German company Kathrein’s antenna and filters business. This will further expand our capabilities in the advanced active and passive antenna domains, which are growing in importance as 5G evolves.

In Managed Services, sales fell organically by -5% due to headwind from contract exits. In the quarter, our Operations Engine was launched with good response from our customers. Gross margin improved to 17.7% (9.1%) YoY, supported by efficiency gains and customer contract reviews. Excluding a non-recurrent positive effect of SEK 0.7 b. from a customer settlement, the operating margin was 8.6%, exceeding the higher range of our financial target for 2020."

https://www.ericsson.com/en/press-releases/2019/4/ericsson-reports-first-quarter-results-2019

Tuesday, April 16, 2019

Apple and Qualcomm reach global settlement

Apple and Qualcomm agreed to settle all pending litigation worldwide and announced a multiyear chipset supply deal.

Under the agreement, Apple will pay royalties to Qualcomm for six years, including a two-year option to extend. Apple will also make a one-time payment to Qualcomm. Financial terms were not specified.

Shares of Qualcomm surged 23% on news of the settlement.

Intel abandons 5G smartphone modem business

Intel will exit the 5G smartphone modem business. The company said it will continue to meet current customer commitments for its existing 4G smartphone modem product line, but does not expect to launch 5G modem products in the smartphone space, including those originally planned for launches in 2020.

“We are very excited about the opportunity in 5G and the ‘cloudification’ of the network, but in the smartphone modem business it has become apparent that there is no clear path to profitability and positive returns,” said Intel CEO Bob Swan. “5G continues to be a strategic priority across Intel, and our team has developed a valuable portfolio of wireless products and intellectual property. We are assessing our options to realize the value we have created, including the opportunities in a wide variety of data-centric platforms and devices in a 5G world.”


Intel outlines its 5G radio modem portfolio

Intel outlined its product roadmap for 5G silicon. First up is Intel XMM 8000 series, a family of 5G new radio (5G NR) multi-mode commercial modems, and the Intel XMM 7660 LTE modem.

Highlights of Intel’s wireless roadmap:

  • Intel XMM 8000 series: will operate in both sub-6 GHz and millimeter wave global spectrum bands. Intel is aiming to enable a range of devices to connect to 5G, including PC, phones, fixed wireless consumer premise equipment (CPE) and vehicles.
  • Intel XMM 8060: will offer multi-mode support for the full 5G non-standalone and standalone NR, as well as various 2G, 3G (including CDMA) and 4G legacy modes. It is expected to ship in commercial customer devices in mid-2019. Intel is targetting broad deployment of 5G networks in 2020.
  • Intel XMM 7660: Intel’s latest LTE modem delivers Cat-19 capabilities, supports speeds up to 1.6 Gbps, and features advanced multiple-input and multiple-output (MIMO), carrier aggregation and a broad range of band support. It will ship in commercial devices in 2019.

Intel also announced it has successfully completed a full end-to-end 5G call based on its early 5G silicon over the 28GHz band. Intel says it is participating in dozens of 5G trials around the world.

Equinix expands its SDN-powered Cloud Exchange Fabric

The Equinix Cloud Exchange Fabric (ECX Fabric) is now providing connections between 37 markets across five continents.

ECX Fabric is an on-demand, SDN-enabled interconnection service that enables customers to privately interconnect clouds, networks and services to global data centers at their digital edge. The expanded connectivity allows customers to connect to clouds in other regions, between the Americas, Europe and Asia-Pacific.

Additionally, customers can use the expanded ECX Fabric service as a primary connection between Equinix International Business Exchange (IBX®) data centers or as a complement to their existing networks. ECX Fabric also enables customers to streamline their access to the world's largest cloud providers such as Amazon Web Services, Microsoft Azure, Oracle Cloud Infrastructure and Google Cloud on Platform Equinix.

Equinix said that more than 1,400 customers are currently using ECX Fabric and have established more than 14,900 active virtual connections to ECX Fabric.

ECX Fabric is currently available in 37 metros globally, including Amsterdam, Atlanta, Boston, Chicago, Culpeper, Dallas, Denver, Dublin, Dusseldorf, Frankfurt, Geneva, Helsinki, Hong Kong, Houston, London, Los Angeles, Madrid, Manchester, Melbourne, Miami, Milan, Munich, New York, Osaka, Paris, Perth, São Paulo, Seattle, Silicon Valley, Singapore, Stockholm, Sydney, Tokyo, Toronto, Warsaw, Washington, D.C. and Zurich.

Intel acquires Omnitek for FPGA expertise

Intel has acquired Omnitek, a provider of optimized video and vision FPGA IP solutions based in Basingstoke, England. Financial terms were not disclosed.

Omnitek was founded in 1998 and has developed over 220 FPGA IP cores and accompanying software including performance-leading solutions for WARP, ISP processing and video connectivity. Omnitek enables customized high-performance vision and artificial intelligence (AI) inferencing capabilities on FPGAs for customers across a range of end markets.

“Omnitek’s technology is a great complement to our FPGA business. Their deep, system-level FPGA expertise and high-performance video and vision-related technology have made them a trusted partner for many of our most important customers. Together, we will deliver leading FPGA solutions for video, vision and AI inferencing applications on Intel FPGAs and speed time-to-market for our existing customers while winning new ones,” Dan McNamara, Intel senior vice president and general manager of the Programmable Solutions Group.

“From data centers to devices, compute-intensive applications like 8K video and artificial intelligence require a multitude of innovative compute engines. FPGA devices play an increasingly critical role, often complementing other processing architectures, and Intel is at the center of this revolution,” said Roger Fawcett, CEO of Omnitek. “Omnitek is excited and extremely proud to bring our intellectual property and engineers to join the talented team in Intel’s Programmable Solutions Group.”

Orange deploys Infinera for Kanawa subsea cable in Caribbean

Kanawa, a new subsea cable owned and operated by Orange in the Caribbean, is powered by Infinera’s fourth-generation Infinite Capacity Engine (ICE4)-based XTS 3600 platform and Infinera Instant Bandwidth.

Kanawa, which spans 1,746-kilometers between French Guiana and Martinique, consists of two pairs of subsea fibers. It delivers 100 Gbps services and offers up to 10 Tbps of capacity.

Orange deployed Infinera’s ICE4-based platform and Instant Bandwidth on the Martinique-Guadeloupe segment. With Infinera’s solutions, Orange can increase capacity as needed within minutes, without requiring any additional work on its subsea network, a distinct advantage it can pass along to its customers.

“French Guiana is experiencing rapid growth in digital technology,” said Jean-Luc Vuillemin, Executive Vice President, Orange International Networks Infrastructure and Services. “We needed to ensure the region keeps pace with the rest of the world, and Kanawa was our solution. Infinera’s cutting-edge technology enables Orange to increase capacity on demand and delivers the high performance we expected. Choosing to deploy Infinera’s technology is a significant benefit to us and our customers, providing us with an agile, scalable network.”

“Orange’s selection of Infinera’s ICE4-based platform and Instant Bandwidth underscores the significant benefits of operating a cognitive network,” said Bob Jandro, Senior Vice President, Worldwide Sales at Infinera. “We are delighted to work with Orange on this major deployment and look forward to enabling the Caribbean to connect globally.”

Rambus' 7nm 112G Long Reach SerDes PHY reaches tapeout

Rambus announced tapeout and availability of its new 112G Long Reach (LR) SerDes PHY on a 7nm process node. The 112G design is aimed at next-generation terabit switches, routers, optical transport networks (OTNs), and high-performance networking equipment.

Rambus said its high-speed PHY provides the optimal combination of power efficiency, performance and area.

“By leveraging leading 7nm process technology, Rambus is enabling the next generation of Communications and Data Center applications,” said Hemant Dhulla, VP and GM of IP Cores, Rambus. “We’re excited to continue to expand our IP portfolio and deliver our customers top-of-the-line performance and flexibility for today’s most challenging systems, including solutions like our 112G LR SerDes PHY.”

Technical Details

  • Scalable ADC-based (analog-to-digital converter) architecture with support for PAM-4 and NRZ signaling
  • DSP-based architecture for improved signal to noise ratio (SNR) and extended reach
  • Configurable to provide power, performance and area (PPA) optimization for medium reach (MR) and long reach (LR) applications.


The Rambus 112G LR SerDes PHY is currently available for licensing.

Windstream selects Ciena’s 5170 Service Aggregation Platform

Windstream has selected Ciena’s 5170 Service Aggregation Platform to support its launch of 100 GbE services and improved network capabilities for 10 GbE aggregation.

“We’re pleased to be working with Ciena to address customers’ increasing need for high-bandwidth services with improved performance,” said Buddy Bayer, chief network officer for Windstream. “Moreover, the smaller footprint and power efficiency of the 5170 means network operators can add capacity and elevate customers to the next increments of Ethernet service bandwidth up to 100GbE, while keeping the footprint and costs in check.”

“Ciena recognizes that today’s network operators face substantial challenges to deliver increased capacity, keep CAPEX costs down and accelerate the deployment of new services to keep up with demand,” said Steve Alexander, senior vice president and chief technology officer for Ciena. “Windstream’s selection recognizes that solutions like the 5170 Service Aggregation Platform are designed to support their advanced Carrier Ethernet feature sets, automation, advanced SLA monitoring and big data needs to enable their near- and long-term success.”

Mellanox delivered record $305 million in revenue in Q1

Mellanox Technologies reported record revenue of $305.2 million in the first quarter, an increase of 21.6 percent, compared to $251.0 million in the first quarter of 2018. GAAP gross margins of 64.6 percent in the first quarter, compared to 64.5 percent in the first quarter of 2018.

“Mellanox delivered record revenue in Q1, achieving 5 percent sequential growth and 22 percent year-over-year growth. All of our product lines grew sequentially, showing the benefits of our diversified data center strategy,” said Eyal Waldman, president and CEO of Mellanox Technologies. “Our R&D execution has resulted in differentiated products, while at the same time we have generated operating margin of 14.6% on a GAAP basis and 28.3% on a non-GAAP basis. Additionally, we increased cash and short-term investments by $114 million during the quarter.”

“Across InfiniBand and Ethernet product lines, our innovations are driving continued market leadership. Our 200 gigabit HDR InfiniBand solutions are enabling the world’s fastest supercomputers and driving our overall InfiniBand growth. During Q1, HDR InfiniBand connected tens-of-thousands of compute and storage end-points across supercomputing, hyperscale, and cloud data centers around the globe to achieve breakthrough performance. Our Ethernet solutions continue to penetrate the market for both adapters and switches. Our market leadership in 25 gigabit per second Ethernet solutions is well established, and our 100 gigabit per second solutions are the fastest growing portion of our Ethernet adapter product line. We are also encouraged by the adoption of our BlueField System-on-a-Chip and SmartNIC technology. With further innovations to come, Mellanox is well-positioned to continue its growth trajectory,” Mr. Waldman concluded.

Highlights

  • Non-GAAP gross margins of 68.0 percent in the first quarter, compared to 69.0 percent in the first quarter of 2018.
  • GAAP operating income of $44.7 million in the first quarter, compared to $12.0 million in the first quarter of 2018.
  • Non-GAAP operating income of $86.3 million in the first quarter, or 28.3 percent of revenue, compared to $52.1 million, or 20.8 percent of revenue in the first quarter of 2018.
  • GAAP net income of $48.6 million in the first quarter, compared to $37.8 million in the first quarter of 2018.
  • Non-GAAP net income of $86.5 million in the first quarter, compared to $51.4 million in the first quarter of 2018.
  • GAAP net income per diluted share of $0.87 in the first quarter, compared to $0.71 in the first quarter of 2018.
  • Non-GAAP net income per diluted share of $1.59 in the first quarter, compared to $0.98 in the first quarter of 2018.

With Mellanox, NVIDIA targets full compute/network/storage stack

NVIDIA agreed to acquire Mellanox in a deal valued at approximately $6.9 billion.

The merger targets data centers in general and the high-performance computing (HPC) market in particular. Together, NVIDIA’s computing platform and Mellanox’s interconnects power over 250 of the world’s TOP500 supercomputers and have as customers every major cloud service provider and computer maker. Mellanox pioneered the InfiniBand interconnect technology, which along with its high-speed Ethernet products is now used in over half of the world’s fastest supercomputers and in many leading hyperscale datacenters.

NVIDIA said the acquired assets enables it to data center-scale workloads across the entire computing, networking and storage stack to achieve higher performance, greater utilization and lower operating cost for customers.

“The emergence of AI and data science, as well as billions of simultaneous computer users, is fueling skyrocketing demand on the world’s datacenters,” said Jensen Huang, founder and CEO of NVIDIA. “Addressing this demand will require holistic architectures that connect vast numbers of fast computing nodes over intelligent networking fabrics to form a giant datacenter-scale compute engine.

NVIDIA also promised to continue investing in Israel, where Mellanox is based.

The companies expect to close the deal by the end of 2019.

Monday, April 15, 2019

Sparkle announces BlueMed subsea cable - up to 240 Tbps

Sparkle announced plans for a massive subsea cable along the west coast of Italy, linking Genoa and Palermo.

BlueMed will be a multi-fiber cable spanning 1,000 kilometers and with a design capacity of 240 Tbps. It will cross the Tyrrhenian Sea connecting Sparkle’s Sicily Hub open data center in Palermo, which serves eighteen international cables, with Genoa’s new open landing station, directly connected to Milan’s rich digital ecosystem. BlueMed will also include multiple branches within the Tyrrhenian Sea and is set to support further extensions southbound of Sicily.

With a capacity up to 240 Tbps and about 1,000 km long, BlueMed will provide advanced connectivity between Middle East, Africa, Asia and the European mainland hubs with up to 50% latency reduction than existing terrestrial cables connecting Sicily with Milan.

BlueMed is expected to enter service in 2020.

Sparkle also noted that its new open landing station in Genoa is set to become the alternative priority access for other upcoming submarine cables to Europe.

“The investment on the deployment of BlueMed and of the landing station in Genoa represents the first phase of a wider plan aimed at consolidating Sparkle’s leadership in the Mediterranean basin through the extension and enhancement of its regional backbone”, says Mario Di Mauro, CEO of Sparkle.

See also