Sunday, December 16, 2018

IDC: Worldwide Industry Cloud revenue to reach $6.1 billion in 2018

Five large industry groups, including healthcare, public sector, finance, retail/wholesale, and manufacturing, are expected to spend a total of $37.5 billion on industry cloud solutions in 2018, according to the Worldwide Semiannual Industry Cloud Tracker from International Data Corporation (IDC). The report forecasts the overall market to reach $45.4 billion in 2019.

"IDC's latest forecast shows that industry cloud growth rates will continue to accelerate over the next three years, which is very unusual for multi-billion-dollar markets. This growth is being driven by rapidly-digitizing industries like healthcare, financial services, and manufacturing, where industry clouds are becoming the cornerstones for next-generation growth and innovation strategies," said Frank Gens, senior vice president & chief analyst at IDC.

Some highlights:

  • the U.S. will make up close to three-quarters of the overall market in 2018. 
  • Japan and China expected to grow the most year over year at 54% and 47% respectively. 
  • Other regions will also outperform their 2018 growth rates.
  • The healthcare provider market in the U.S. is expected to pass the $10 billion mark in 2018 for the first time while the Western Europe market for healthcare industry cloud is also forecast to hit a landmark in 2018 by crossing the $1 billion mark. 
  • Relative to all other regions, Japan can be considered a late adopter to industry cloud deploymen but will pass the $1 billion mark by 2022. 
  • China will pass the $1 billion mark by 2022. 


https://www.idc.com/getdoc.jsp?containerId=prUS44551518

3GPP delays schedule for 2nd wave of 5G specs by 3 months

3GPP will delay by 3 months the "freeze schedule" for the 2nd wave of 5G specifications.

Following a plenary meeting last week in Sorrento, Balazs Bertenyi, Chairman 3GPP TSG RAN writes that 3GPP RAN has "put extreme focus throughtout the course of 2018 on ensuring the stability and compatibility of these specifications (RAN#82) that are to be used for the first 5G deployments. As a consequence, work on components for the ‘late drop’ that address additional architecture options to aid migration from LTE to 5G have been slightly delayed. Hence the freeze schedule for the Release 15 late drop was shifted by 3 months."

The shift is not expected to impact the first 5G deployments.

http://www.3gpp.org/news-events/3gpp-news/2005-ran_r16_schedule


Molex advances its 10 Gbps Automotive Ethernet Network Platform

Molex introduced the next evolution of its award-winning 10 Gbps Automotive Ethernet Network Platform designed to support OEMs in the development and design of autonomous vehicles.

The Molex HSAutoGig high-speed Ethernet solution is designed for greater vehicle autonomy, delivering 20 Gbps+ data speeds with a reliable interface necessary to seamlessly connect smart-sensor systems and Ethernet network platforms. The high-speed HFM FAKRA Mini Coaxial Cable Solution is designed to perform up to 20 GHz supporting autonomous and connected vehicle technologies.

Molex said it is investing in the connected mobility ecosystem through internal innovation and ongoing and new collaborations with the automotive industry’s best-in-class technology service and solution providers including Accenture, Allgo, Amazon Web Services (AWS), Aquantia, BlackBerry (QNX and Certicom), Broadcom, Cypress, Excelfore, Laird CVS, Microchip, Texas Instruments, and Rosenberger.

Molex’s multi-layered security approach includes enhanced hypervisor capabilities that allows the platform to run multiple virtual machines and applications simultaneously, giving automakers more flexibility, while also providing powerful encryption and certification technology for a more layered and secure network. Safety enhancements include new multi-zone, fail-functional, and redundancy capabilities.

Molex USB Hubs and Media Modules support wired and wireless device-to-vehicle connectivity needs,including USB Type C. The advanced design considers cascading USB hubs via USB and Ethernet to optimize multiple devices connecting from the front to the back of the car.

“In close collaboration with our OEM customers, we translated the need for a safe, secure, reliable and connected vehicle foundation into a high-performance computing network on wheels. By integrating features such as signal integrity, network traffic prioritization, system scalability and security, we have ensured that our solution addresses the demand for more in-vehicle processing power while helping automakers redefine what’s possible for autonomous vehicle technology,” states Dave Atkinson, director of business development, Molex.

https://www.molex.com

Lightwave Logic's 50 Gbaud polymer modulator spans 10km

Lightwave Logic announced a 50 Gbaud polymer modulator designed for fiber links of 10 km or longer.

The 50 Gbaud device is capable of base data rates of 100 Gbps when used with PAM-4 modulation, and of supporting aggregate data rates of 400 Gbps when implemented in an array.

The company its proprietary electro-optic polymers enable optical components with superior speed, stability, low power and cost-efficiency.

Lightwave Logic CEO Michael Lebby said, "While we explore other multi-billion dollar markets the benchmark market opportunity for fiber optic link distances of 10km and greater is worth over $1B over the next decade. As data rates increase, we see a growing technology gap at these longer reaches that our modulators are ideally suited to fill."

http://lightwavelogic.com/

Corning and WaveOptics partner on Augmented Reality optics

Corning, which is the world’s leading supplier of high-refractive-index glass for eyewear, and WaveOptics, a leading designer and manufacturer of diffractive waveguides, have entered into a long-term supply agreement for augmented reality (AR) optics.

Corning will provide ultra-flat, high-index glass wafers for WaveOptics’ waveguides, the key optical component in AR wearable devices. WaveOptics’ specialized nano-structures will be imprinted on the glass wafers and made into waveguides using a well-defined manufacturing process.

As part of the agreement, Corning will also provide its world-class materials science expertise to support WaveOptics’ continued advancements in waveguide manufacturing.

“We believe that waveguide-based AR devices offer the best combination of user experience and sleek designs today,” said David Velasquez, division vice president and general manager, Precision Glass Solutions, Corning Specialty Materials. “We’re excited to work with WaveOptics to enable attractive, high-quality AR wearables, which will be key to increased adoption of this technology. We are excited about the opportunity to support their drive toward a high-volume supply chain.”

https://www.corning.com

Deutsche Telekom to build 5G campus for RWTH Aachen

Deutsche Telekom will equip the Center Connected Industry (CCI) at RWTH Aachen with an LTE and 5G campus network.

The CCI, whose members include scientific institutions and industrial companies,  of many sizes and branches, will collaborate with Deutsche Telekom on the identification and development of new solutions and applications with the potential to increase productivity in customers’ industrial environment.

"We are pleased to welcome Deutsche Telekom as a member of the Center Connected Industry. The appropriate use of modern communication networks such as LTE and especially 5G will be a major competitive advantage for the data-driven, connected economy in the future. Together, we will not only explore the potentials of mobile industrial applications, but also make them tangible and usable in real pilots, "says Christian Maasem, Director Center Connected Industry.

DOCOMO expands its money transfer service

NTT DOCOMO is expanding its mobile overseas remittance service to China and Thailand, bringing the total number of destination countries and regions to 42. Remittances to 70 banks and financial institutions in China and 28 in Thailand will be possible for a flat fee of JPY 1,000 (tax free).

DOCOMO's mobile overseas remittance service, which launched in 2011, enables Japanese subscribers to send funds with ease and convenience to children studying abroad or family working overseas. It has also been used increasingly by DOCOMO's foreign subscribers in Japan to remit funds to family back home.

Telefónica announces organizational changes

Telefónica announced the following organizational changes that will take effect on January 1.

Eduardo Navarro, current Chairman and CEO of Telefónica Brasil, has been appointed Telefonica´s Global Director for Comms, Brand, Public Affairs & Sustainability. This new unit is responsible for Communication, Institutional Marketing, Global Brand Policy, Sponsorship, as well as the Global Strategy for Public Affairs and Corporate Ethics and Sustainability, integrating and managing all the company's intangible assets. Eduardo Navarro will continue to be linked to the company in Brazil as Chairman of its Board of Directors and will continue to support Vivo in institutional and regulatory matters.

Christian Gebara, current COO of Vivo, assumes the position of CEO of Telefónica Brasil, ensuring the continuity of Vivo's growth and digital transformation as Brazil's leading operator.

Telefónica's current Director of Corporate Communications and Institutional Marketing José Luis Gómez-Navarro will report directly to the Chairman & CEO with full dedication and will focus on addressing the new global challenges faced by the company and the telecommunications sector. Over the past two years, José Luis has driven the transformation of a key area for the company.

In addition, the Board of Trustees of Fundación Telefónica plans to appoint Carmen Morenés as general manager of this foundation.

Saturday, December 15, 2018

Bloomberg: Huawei Hemorrhages Allies in Europe

The list of European carriers shunning Huawei for core infrastructure equipment is growing and now may include BT, Deutsche Telekom and Orange, according to an article published late on Friday by Bloomberg.

The article cites pressure from the U.S. government and the intelligence community.


https://www.bloomberg.com/news/articles/2018-12-15/huawei-hemorrhages-allies-in-europe-on-growing-security-concerns?srnd=premium

Friday, December 14, 2018

HTC inks 5G deals with Telstra, Sprint

Taiwan-based HTC announced 5G resale agreements with Telstra in Australia and Sprint in the U.S.

Sprint and Telstra will both carry a 5G "mobile smart hub" built by HTC—the first device of its kind to work across 5G networks. The 5G mobile hotspot, which is powered by Qualcomm's Snapdragon 855+SDX 50 chipset, will debut in 2019.

"HTC is leading the innovation wave for mobile technologies with 5G," said Cher Wang, Chairwoman and CEO of HTC. "Today, consumers count on their smartphones—and the carriers that power them—for everyday use at home and at work, but we believe that 5G technology will help connect solutions across even more applications in the future, creating a seamless experience across smartphones, VR, AR, and more."

Thursday, December 13, 2018

Microsoft and Facebook test 400G on trans-Atlantic cable

A field demonstration conducted by Acacia Communications, in collaboration with Microsoft and Facebook, achieved the first 400G single carrier DWDM transmission over the 6,600 km Marea submarine cable between Virginia Beach, Virginia and Bilbao, Spain. The transmission employed Acacia’s AC1200 coherent module, which is powered by its Pico digital signal processor.  Utilizing Acacia’s patented Fractional QAM modulation, the field demonstration achieved 400G transmission using approximately 4 bits/symbol, with a baud rate of nearly 70Gbaud. Additionally, modulation formats greater than 4 bits/symbol were utilized to achieve a spectral efficiency of 6.41 b/s/Hz on the same 6,600 km cable.

The Marea submarine cable, a joint project between Microsoft, Facebook, and global telecommunications infrastructure company Telxius, features an “open” design that allows it to evolve with technology and enables adoption of new technologies, such as the Acacia AC1200 coherent module.

“Transmission of 400G over 6,600 km is a significant milestone and demonstrates what can be achieved with higher performance transmission optics combined with a well-designed line system,” said Mark Filer, Principle Optical Engineer, Azure Networking, Microsoft Corp. “This field demonstration of an advanced solution that is just becoming commercially available highlights the value of Marea’s open architecture to evolve with the latest technology. By allowing early adoption of new technologies such as Acacia’s AC1200, we are able to increase the utilization of our deployed fiber, maximize our investment and improve network capacity.”

“We are excited to have completed this field demonstration on the Marea cable, with the first transmission of 400G on a single carrier, highlighting the performance and features of our AC1200 coherent module,” said Christian Rasmussen, Founder and Vice President of Digital Signal Processing and Optics at Acacia Communications, “We believe the benefits of our AC1200 module will help network operators improve their network utilization in a range of applications from edge DCI to submarine.”

http://www.acacia-inc.com


MAREA redefines the transAtlantic subsea bandwidth equation

Construction of the highest-capacity subsea cable to cross the Atlantic is now complete.

The 6,600 km MAREA subsea cable, which was jointly funded by Microsoft and Facebook, links Virginia Beach, Virginia to Bilbao, Spain. The cable will be managed by Telxius, Telefónica’s new infrastructure company. The cable features eight fiber pairs and an initial estimated design capacity of 160 Tbps.

The cable takes a more southern route than other transatlantic cables, which mostly connect northern Europe to the New York/New Jersey region.

  • TE SubCom served as the system supply partner for MAREA.

ECOC 2018: Acacia presents 600G Coherent Transmission

At the European Conference on Optical Communications (ECOC) in Rome, Acacia Communications demonstrated its AC1200 coherent module with dual-core design enabling 1.2 Tbps error-free transmission over fiber with 600 Gbps per wavelength.

The Acacia AC1200 module supports transmission capacity of up to 1.2 Tbps in a footprint that is 40 percent less than the size of the 5” x 7” modules that support transmission speeds of 400 Gbps today.

The module is based on Acacia’s Pico DSP ASIC, which utilizes two wavelengths that can be configured to support from 100 Gbps to 600 Gbps capacity each. The Acacia AC1200 supports a suite of advanced three-dimensional (3D) shaping features that may be optimized to enable performance approaching theoretical limits on a wide range of network configurations.

Acacia shipped its first AC1200 module customer samples in March 2018 and anticipates production to begin by the end of 2018.

NSF to fund E-CAS cloud projects via Internet2

Internet2 announced a new partnership with the National Science Foundation (NSF) to coordinate the use of commercial cloud platforms for scientific computing research needs.

Internet2 will serve as the coordinator, facilitator and administrator of the Exploring Clouds for Acceleration of Science (E-CAS) project, which will investigate the viability of commercial clouds as an option for leading-edge research computing and computational science supporting a range of academic disciplines.

Amazon Web Services (AWS) and Google Cloud are named as the initial providers supporting the project.

Proposals will be selected from two categories:

  • Time-to-science: to achieve the best time-to-solution for scientific application and workflows that may be time or situation sensitive; and
  • Innovation: to explore innovative use of heterogeneous hardware resources, serverless applications and/or machine learning to support and extend application workflows.

“We are very excited to partner with NSF and work in collaboration with leading cloud providers to support a broad spectrum of scientific disciplines and help provide digital research platforms to a wider range of scientific endeavors,” said Howard Pfeffer, president and CEO of Internet2, and principal investigator on the E-CAS project. “For over 20 years, Internet2 has served to connect researchers who work together to solve common technology challenges, and to develop innovative solutions in support of their educational, research, and community service missions. This partnership is an extension of our commitment to supporting researchers and diversifying technology solutions for the benefit of the research and education community.”

"Since its inception, Google Cloud has been advancing state-of-the-art modern computing infrastructures, and today's scientific computing infrastructure provides a vast set of resources for researchers to leverage," said Kevin Kells, Director of Google for Education. "In this partnership with Internet2 and the National Science Foundation, we are encouraging the research community to accelerate scientific discovery by developing innovative applications that harness the global-scale services provided by Google Cloud."

http://www.internet2.edu/ecas

Ciena hits Q4 revenue $899.4 million, up 21% YoY

Ciena reported revenue of $899.4 million for its fiscal fourth quarter ended October 31, 2018, up 20.8% year over year. Q4 net income per share was $0.34 GAAP, or $0.53 adjusted (non-GAAP).

For fiscal year 2018, Ciena reported revenue of $3.09 billion, as compared to $2.80 billion for fiscal year 2017.
“We achieved outstanding financial results in our fourth quarter and fiscal 2018 due to continued execution of our proven strategy," said Gary B. Smith, president and CEO, Ciena. "The combination of our innovation strength, successful interception of market trends and sustained ability to take share and outperform the market, along with a thriving industry environment, gives us tremendous confidence in both the near and longer term outlook for our business.”

Some highlights:

  • North America represented 61.7% of overall revenue
  • Europe, Middle East and Africa represented 13.7% of overall revenue
  • Caribbean and Latin America represented 5.9% of overall revenue
  • Asia Pacific represented 18.7% of overall revenue
  • Three 10%-plus customers represented a total of 33.1% of revenue
  • Cash and investments totaled $953.4 million
  • Cash flow from operations totaled $68.0 million
  • Average days' sales outstanding (DSOs) were 79
  • Headcount totaled 6,013




https://investor.ciena.com/news/press-release-details/2018/Ciena-Reports-Fiscal-Fourth-Quarter-2018-and-Year-End-Financial-Results/default.aspx

Data center land in Hong Kong sells for US$697 million

The last remaining plot of land designated for development into a data centre sold for a higher-than-expected HK$5.45 billion ((US$697 million), according to the South China Morning Post. There were nine bidders for the 295,405 square foot property. The buyer is listed as Sunevision Holdings.

https://www.scmp.com/business/article/2177665/hong-kongs-biggest-and-last-data-centre-site-fetches-hk545-billion


Optech ships 40G QSFP+ Bidi

Optech announced commercial availability of its 40G QSFP+ BiDi optical transceiver.

The 40GBase QSFP+ Bidi has two 20G channels that supports connections up to 100 meters on OM3 and up to 150 meters on OM4. It uses LC Duplex connector and the wavelength is 850nm. It is compliant with the QSFP MSA.

  • Supports 40G data rate
  • 2 channels 850nm VCSEL transmitter
  • Reach distance up to 100 meters with OM3
  • Reach distance up to 150 meters with OM4
  • LC Duplex Connector
  • Temparature range: 0 to 70°C

http://www.optech.com.tw

Dell'Oro: WLAN market accelerates

The Wireless LAN (WLAN) market accelerated in the second half 2018, boosted by higher-end products. WLAN prices rise with mix shift to Wave 2, 802.11ax and NBASE-T, according to a new report from Dell'Oro Group.

“The WLAN market outperformed in 3Q18, as price erosion slowed. Users opted for feature-rich products, such as Wave 2 access points and premises managed Controllers,” said Ritesh Patel, Industry Analyst at Dell’Oro Group. “This indicates purchases are coming from sophisticated users, which relate to large enterprises upgrading Ethernet switches and pulling along wireless LAN sales. We see the WLAN market entering a period when revenue growth may outpace unit growth, particularly as 802.11ax access points become material. The early to market 802.11ax products from Aerohive, Arris Ruckus, Huawei, and HPE are midrange or high-end boasting NBASE-T Ethernet. It will be a few more quarters before we see lower-end products” added Mr. Patel.

Additional highlights from the 3Q18 Wireless LAN Quarterly Report:

  • Arris Ruckus, Cisco, HPE, and Ubiquiti gained share vs. the year-ago period.
  • For the second sequential quarter North America led other regions
  • Project delays weigh on China—but not for long.
  • 802.11ac Wave 2 access points jumped over 10 points from the year-ago period.


Hurricane Electric now links 200+ Internet Exchanges

Hurricane Electric, which opererates the world’s largest IPv6-native Internet backbone, announced that it is the first Internet backbone in the world to connect to over 200 unique Internet exchanges.

Hurricane Electric now connects to the largest number of networks on the planet for both IPv6 and IPv4 and has been at the forefront of providing high-speed Internet connectivity to organizations throughout the world using: 100GE (100 Gigabit Ethernet), 10GE (10 Gigabit Ethernet), and GigE (1 Gigabit Ethernet) connections.

“Hurricane Electric’s goal has always been to provide as much Internet service as possible to as many people as possible,” said Mike Leber, President of Hurricane Electric. “It’s exciting to reach this milestone, ensuring that we have as much local connectivity as possible in each geographic market that we are present in. Continuing to connect to more locations will provide our customers and others with fewer hops, reduced latency, and greater throughput.”

Deutsche Telekom's MobiledgeX venture aligns with SK Telecom

by James E. Carroll

MobiledgeX, the independent mobile edge computing provider founded by Deutsche Telekom, announced an agreement with SK Telecom to enable a new generation of connected devices, content and experiences, creating new business models and revenue opportunities leading into 5G.

MobiledgeX is focused on delivering developer-facing edge cloud services and bringing mobility to those services, dynamically placing application back-end as close to mobile devices as possible and removing them when not needed. MobiledgeX, Deutsche Telekom and Intel have partnered with Telecom Infra Project (TIP) to form an Edge Application Developer project group to ensure the gained insights and supporting source code are available to all.

Deutsche Telekom created MobiledgeX as an independent company to drive strategic collaboration across the world’s leading telecoms, public cloud providers, device makers and the surrounding ecosystem - enabling a new era of business models, operating efficiencies and mobile experiences. We are particularly excited to announce SK Telecom’s participation in this collaborative ecosystem where everybody wins. SK Telecom is a global leader in 5G which follows their rich tradition of innovation within their network, strategic partnerships and developer engagement. This new era is underway,” says Eric Braun, Chief Commercial Officer of MobiledgeX.

See also