Thursday, July 25, 2019

Dell'Oro: Growth forecast for 10 Gbps EPON and XGS-PON

Global PON equipment market revenue is forecast to reach $7.3 B by 2023, according to a new report from Dell'Oro Group.

The growth will be driven by spending on new 10 Gbps EPON and XGS-PON deployments, and on maximizing existing 2.5 Gbps GPON networks.

“Fiber deployments continue to expand around the world, thanks to increased competition and an improved funding environment for both public and private networks,” noted Jeff Heynen, Research Director at Dell’Oro Group. “Today’s XGS-PON trials are quickly moving to production deployments, positioning operators to compete with cable DOCSIS 3.1 networks,” continued Heynen.

Additional highlights from the Broadband Access 5-Year Forecast Report:

  • Broadband Access market projected to increase at a 4 percent compounded annual growth rate (CAGR) over the forecast period.
  • Spending on cable infrastructure will only reach $1.6 B by 2023, as cable operators slow their Converged Cable Access Platform (CCAP) purchases while focusing on their Distributed Access Architecture (DAA) deployments.
  • VDSL Profile 35b and Gfast will offset some, but not all of the revenue loss from declining ADSL and VDSL port shipments. Some major Gfast deployments are already seeing signs of shrinking, as operators increase their investments in fiber.

https://www.delloro.com/news/global-pon-equipment-market-revenue-forecast-to-reach-7-3-b-by-2023/

MaxLinear sees progress with 400G PAM4 DSP SoC

MaxLinear reported Q2 2019 net revenue of $82.5 million, down 3% sequentially, and down 19% year-on-year. GAAP gross margin was 53.4%, compared to 53.3% in the prior quarter, and 55.5% in the year-ago quarter. Non-GAAP net income was $16.0 million, compared to $13.5 million in the prior quarter, and $23.7 million in the year-ago quarter.

"We continued to execute on our new 14nm CMOS 4x4 Quad RF transceiver system-on-chip solution for the 5G wireless infrastructure market. These efforts addressing the 5G market continue to be exciting due to the additional content that we are growing on a per-system basis and increasing confidence in realizing revenues in the coming year. Also, our 400 gigabit PAM4 DSP SoC with integrated laser drivers and companion quad-TIA system solution is progressing extremely well with continued traction in the hyperscale data center market,” commented Kishore Seendripu, Ph.D., Chairman and CEO.

The company expects revenue in the third quarter 2019 to be approximately $77 million to $83 million. Due to continued restrictions and lack of clarity from the U.S. Government on the ability to ship product to Huawei, related revenues are excluded from our guidance until further direction is given.

http://investors.maxlinear.com

MaxLinear cites momentum with its PAM4 DSP for 400G modules

Delta, a global supplier of power and thermal management solutions, has selected MaxLinear’s Telluride PAM4 DSP to develop its next-generation 400G-DR4 optical module. Delta’s proprietary single mode TOSA/ROSA design and package technology can be extended to DR4 single lambda optical modules.

MaxLinear’s MxL935xx Telluride family of SoCs are key components in the development of high-speed mega-scale data centers based on 100Gbps single lambda optical interconnects. The MxL935xx Telluride family of chips are the world’s first DSP SoCs with integrated electro-absorption modulated laser (EA-EML) drivers for 100/400Gbps optical interconnects and breakout mode clocking support for 400Gbps DR4 optical modules. The MxL93542 400G PAM4 DSP allows companies like Delta to develop a 400Gbps optical interconnect module in a compact form factor for intra-datacenter applications with a transmission distance up to 2 kilometers.

Molex has demonstrated MaxLinear’s “Telluride” (MxL935xx) pulse-amplitude-modulation (PAM4) digital signal processing (DSP) systems-on-chip (SoCs) for next generation 400G-DR4 and 100G-DR optical modules. Molex’s data center connectivity products include QSFP-DD, QSFP28, SFP-DD and 100G Lambda. Molex support for the Open19 Initiative with the Molex Impel Customized Data Cable solution aims to establish a new open standard for data center servers by delivering a flexible, scalable and secure platform.

ColorChip, a global leader in photonic integrated transceivers, has selected MaxLinear’s Telluride (MxL935xx) pulse-amplitude-modulation (PAM4) digital signal processing (DSP) systems-on-chip (SoCs) for their next generation 400G-DR4 and 100G-DR1 optical modules. The new optical modules join ColorChip’s multi-generational optical engine platforms, based on proprietary SystemOnGlass™ technology. ColorChip’s multi-generational optical engine platform has been refined over several generations of transceivers. Its PAM4 100G and 400G optical interconnects based on MaxLinear’s Telluride family are expected to be commercially available later this year.

Wednesday, July 24, 2019

AT&T says its 5G rollout is on track

AT&T reported Q2 2019 consolidated revenues of $45.0 billion and adjusted EPS of $0.89 compared to $0.91 in the year-ago quarter. The company raised its free cash flow guidance to $28 billion range and reaffirmed its financial guidance for the rest of the year.

Declines in revenues from legacy wireline services, Vrio, domestic video and wireless equipment were more than offset by the addition of WarnerMedia and growth in domestic wireless services, strategic and managed business services, IP broadband and Xandr.

Net debt has been reduced by $18 billion over the past 12 months and now stands at about $150 billion.

AT&T says it is on track for nationwide 5G coverage by mid-2020.

“We’re halfway through the year and on track to deliver on all our 2019 priorities,” said Randall Stephenson, AT&T chairman and CEO. “We continue to pay down debt and are more confident than ever that we’ll meet our yearend deleveraging goal, and we’ll take a look at buying back stock.  Our FirstNet build is not only running ahead of schedule – it’s become a driver of our wireless network leadership in speed, reliability and network performance. It also sets us up to have nationwide commercially available 5G coverage in the first half of 2020."


Highlights:


  • In Mobility, service revenues were up 2.4%. There were 355,000 phone net adds, including 144,000 postpaid smartphone net adds and 72,000 postpaid phone net adds. There were 341,000 prepaid net adds of which 283,000 were phones.
  • For the Entertainment Group, there was a 2.6% operating income growth with solid video and broadband ARPU gains. AT&T now has 21.6 million premium TV subscribers, with a 778,000 net loss during the quarter. There are now 1.3 million DIRECTV NOW subscribers, with a 168,000 net loss in Q2.  AT&T TV, company’s new thin client video service, is expected to begin trials in the third quarter.
  • IP broadband revenue growth was 6.5% with 318,000 AT&T Fiber gains. AT&T now has nearly 14 million customer locations passed with fiber, and 22 million when business locations are included.

https://investors.att.com/

ADVA hits new benchmarks for bandwidth/reach on terrestrial long-haul

ADVA announced new benchmarks for bandwidth and reach on terrestrial long-haul using its FSP 3000 TeraFlex platform.

The new records were achieved in a commercial long-haul terrestrial network originally built for 100Gbit/s services. ADVA’s partners included the Poznan Supercomputing and Networking Center (PSNC), EENet of HITSA and Tele2 Estonia.

Using an optical spectrum-as-a-service approach, the terminal achieved 200Gbit/s per wavelength transmission over a distance of 5,738km with 2.5bit/symbol, and 500Gbit/s over 1,016km with 5bit/symbol modulation. Record-breaking results also included 300Gbit/s per wavelength transmission over 3,751km with 3bit/symbol, and 400Gbit/s per wavelength across 1,792km with 4.5bit/symbol modulation. Feasibility of 800Gbit/s transmission over 1,016km in a single 125GHz spectral slice was also demonstrated.

ADVA said one of the keys to achieving this performance is the ability of the FSP 3000 TeraFlex to utilize network telemetry and fractional QAM to maximize reach and capacity through the automated configuration of modulation format and baud rate.

The trial also highlighted how a disaggregated open line system (OLS) approach can enhance network flexibility and leverage the most value from existing optical infrastructure.

“Our terminal technology is now redefining terrestrial long-haul data transport. Just as we proved in trials with DCI and metro networks, the software-defined transmission of our FSP 3000 TeraFlex™ is the ultimate response to soaring bandwidth needs,” said Jörg-Peter Elbers, SVP, advanced technology, ADVA. “With its programmable signal shaping and ultra-flexible modulation capabilities, our unique solution balances distance and capacity for maximum spectrum utilization and optimal performance over any reach. This gives communication service providers the power to massively increase bandwidth without the expense of a major upgrade. This demo also shows how an open coherent optical layer removes all restrictions, even when interconnecting across multiple countries. And, with our FSP 3000 TeraFlex deployed as part of a disaggregated OLS solution, it delivers complete agility for best cost efficiency.”

https://www.advaoptical.com/en/newsroom/press-releases/20190724-adva-fsp-3000-teraflex-breaks-multiple-industry-records-in-live-network-trial

Equinix boosts its private cloud network onramp to AWS

Equinix is participating in the launch of the new AWS Direct Connect Service Delivery Program, which allows Equinix customers to use Hosted Connections with 1G, 2G, 5G and 10G capacities on Equinix Cloud Exchange Fabric (ECX Fabric). The enhanced capabilities ensure lower latency and higher bandwidth capacities for hybrid cloud architectures on Platform Equinix.

Equinix said the availability of new 1G, 2G, 5G and 10G capacities allows its customers using ECX Fabric to connect to a range of AWS services via AWS Direct Connect locations in the same metro where the customer's infrastructure is located. For other workloads requiring low latency, higher bandwidth and data sovereignty adherence, Equinix customers can use the new higher capacities on ECX Fabric to access all AWS services via AWS Direct Connect locations in metros different from where the customer's infrastructure is located.

"By offering Dedicated Connections, and Hosted Connections with new 1G up to 10G speeds on ECX Fabric, we are enhancing private cloud connectivity for enterprises to help them accelerate their hybrid cloud transformations," said Kaushik Joshi, Global Managing Director, Strategic Alliances, Equinix.

ECI debuts 5G cell site router

ECI introduced its "1022" cell site router, the first of the company’s end-to-end portfolio tailored for 5G.

The 1022 cell site router combines high capacity in a small form factor. It offers MPLS, network slicing, class C and D synch capabilities and open NetConf/Yang interfaces.

ECI said the 1022 represents the next evolution of its Neptune product line, inheriting its multiservice, Elastic MPLS capabilities that allow customers to support current, future and legacy services on a single platform. Its front access, extended temperature range make it equally at home at a cell site or operating as an access device for a substation.

“As carriers prepare for the step change that 5G demands, we understand that the transition to a fully compliant 5G transport network can be both complex and CapEx heavy. That is why our solutions easily traverse the divide between current and future. We want customers to know that ECI is here to help them adjust their infrastructure effortlessly and cost-effectively,” said Jimmy Mizrahi, ECI’s EVP and Head of Global Portfolio. “The 1022 marries form and function with its unique capabilities for easy migration, future-proof multiservice, and network slicing while ensuring carrier-grade redundancy and service assurance. Class C and D synch capabilities mean stringent
timing control, and open interfaces ensure it can be deployed in any network, brownfield or green. This is the first of our 5G dedicated products and solutions to be launched. The rest will follow in the coming months.”

https://www.ecitele.com/5g

CoreSite posts Q2 data center revenue of $142.9m, up4.7%

CoreSite reported Q2 operating revenues of $142.9 million, an increase of 4.7% year over year and 2.9% sequentially. The company delivered net income of $0.53 per common diluted share, a decrease of $0.04 year over year and $0.01 sequentially.

“We continued to execute on our 2019 imperatives to accelerate growth in 2020 and beyond,” said Paul Szurek, CoreSite’s President and Chief Executive Officer. “We completed projects in our property development pipeline, delivering nearly 100,000 square feet of data center capacity, and began construction for our new ground-up purpose-built data center in Los Angeles. "

Some Q2 highlights:

  • Commenced 140 new and expansion leases for 65,193 net rentable square feet (“NRSF”), representing $10.2 million of annualized GAAP rent, for an average rate of $176 per square foot
  • Signed 135 new and expansion leases for 142,824 NRSF and $27.3 million of annualized GAAP rent, for an average rate of $191 per square foot
  • Renewed 328 leases for 121,809 NRSF and $24.1 million of annualized GAAP rent, for an average rate of $198 per square foot, reflecting 2.6% cash rent growth, 7.4% GAAP rent growth and 2.4% churn
  • On April 12th, closed SV9 land purchase in Santa Clara, Clara, California, that is suitable for a data center facility of at least 200,000 NRSF. Pre-construction activity is underway.


Mellanox posts record revenue of $310.3m, up 16% yoy

Mellanox Technologies reported record revenue of $310.3 million in the second quarter, an increase of 15.6 percent, compared to $268.5 million in the second quarter of 2018. GAAP gross margins were 64.5 percent, compared to 61.4 percent in the second quarter of 2018. Non-GAAP net income amounted to $83.9 million in the second quarter, compared to $66.6 million in the second quarter of 2018.

“Mellanox delivered record revenue in Q2, achieving 2 percent sequential growth and 16 percent year-over-year growth. We continue to demonstrate leadership with our Ethernet adapter solutions for data rates of 25 gigabit per second and above. The growth in our Ethernet business reflects strong demand from our cloud customers as well as expanding channel sales. We are pleased that we’ve begun shipping 200 gigabit per second Ethernet adapters, switches, and cables to our data center customers, and expect this to be a future revenue growth driver,” said Eyal Waldman, president and CEO of Mellanox Technologies.

“We continue to see strong demand for our InfiniBand products across the high performance computing, artificial intelligence, cloud, and storage market segments, driven by our highest throughput 200 gigabit HDR InfiniBand solutions. InfiniBand accelerates six of the top ten supercomputers in the world today, including the top three. We are proud that multiple HDR InfiniBand systems have entered the TOP500 supercomputers list, led by the Frontera TACC system, which is the fastest TOP500 supercomputer built in 2019 and premiered at #5 on the list.”

“We are pleased with our financial performance this quarter and the adoption of our latest 25, 50, and 100Gb/s Ethernet and 200Gb/s HDR InfiniBand products,” continued Waldman. “We expect to maintain and grow our leadership in these segments as we expand our footprint for both adapters and switches in the data center.”


  • On March 11, 2019, NVIDIA agreed to acquire all the issued and outstanding common shares of Mellanox for $125 per share in cash. The acquisition is pending.

IDC: SD-WAN market to hit $5.25 billion by 2023

The SD-WAN infrastructure market will grow at a 30.8% compound annual growth rate (CAGR) from 2018 to 2023 to reach $5.25 billion, according to IDC's SD-WAN Infrastructure Forecast.

The SD-WAN infrastructure market to be highly competitive, according to IDC, with sales increasing by 64.9% in 2018 to $1.37 billion.

IDC finds that Cisco holds the largest share of the SD-WAN infrastructure market, fueled by its extensive routing portfolio that is used in SD-WAN deployments, as well as its Meraki portfolio and its SD-WAN management platform powered by technology it acquired from Viptela in August 2017. VMware, with its SD-WAN service powered by VeloCloud (which VMware acquired in December 2017), holds the second-largest market share in the SD-WAN infrastructure market, followed by Silver Peak, Nokia-Nuage, and Riverbed.

"SD-WAN continues to be one of the fastest-growing segments of the network infrastructure market, driven by a variety of factors. First, traditional enterprise WANs are increasingly not meeting the needs of today's modern digital businesses, especially as it relates to supporting SaaS apps and multi- and hybrid-cloud usage. Second, enterprises are interested in easier management of multiple connection types across their WAN to improve application performance and end-user experience," said Rohit Mehra, vice president, Network Infrastructure. "Combined with the rapid embrace of SD-WAN by leading communications service providers globally, these trends continue to drive deployments of SD-WAN, providing enterprises with dynamic management of hybrid WAN connections and the ability to guarantee high levels of quality of service on a per-application basis."

IDC's Market Share and Market Forecast reports focus specifically on the SD-WAN infrastructure market, which includes both hardware and software used in SD-WAN deployments. IDC defines SD-WAN as a dynamic, policy-enabled hybrid WAN that uses at least two or more connection methods (such as MPLS, broadband internet, 3G/4G, etc.) and includes a centralized application-based policy controller that provides intelligent path selection, along with an optional forwarder for routing capability. The SD-WAN infrastructure Market Share and Forecast reports do not include managed services related to SD-WAN, such as setup or operational support, nor do they include connectivity costs.

The IDC SD-WAN Infrastructure Forecast provides an outlook for this market across major regions for the period extending to 2023, including historical numbers through 2017 and forecast numbers from 2019 to 2023. It also provides regional geographic segmentation of the SD-WAN infrastructure market, including market sizes and CAGRs for each major region (North America, EMEA, APJ, Latin America).

https://www.idc.com/getdoc.jsp?containerId=prUS45380319

LinkedIn to transition its workloads into Azure

LinkedIn, which is a business subsidiary of Microsoft, will migrate away from private data centers into the Azure public cloud.

The strategic shift was confirmed on the LinkedIn Engineering blog in a posting by Mohak Shroff.

LinkedIn currently serves 645million users and the company boasts that someone is hired due to their LinkedIn profile every eight seconds.

https://engineering.linkedin.com/blog/2019/building-next-infra

T-Mobile activates LTE over 60,000 square miles of the Gulf of Mexico

T-Mobile has activated LTE coverage over 60,000 square miles of the Gulf of Mexico. The rollout leverages T-Mobile’s 600 MHz and RigNet’s 700 MHz spectrum Gulf of Mexico digital microwave infrastructure mounted on oil rigs. T-Mobile used 5G-ready equipment to light up LTE in the Gulf.

“We’re putting an end to the pain that businesses and consumers in the Gulf have felt for years with limited connectivity – and in some cases, none at all,” said Neville Ray, Chief Technology Officer at T-Mobile. “We already cover 99% of Americans with an advanced LTE network, and we cover places no one else does – like the soldiers, families and civilians at Naval Station Guantanamo Bay in Cuba. Now, T-Mobile has you covered, even in the Gulf, and of course…we won’t stop!”

HPE to invest $500m in India over 5 years

Hewlett Packard Enterprise will invest $500 million in India over the next five years in an effort to grow its operations, manufacturing and employee base in the country, increase its R&D and services exports, as well as invest in technology initiatives to drive positive change for local Indian communities.

Specifically, HPE plans to increase its workforce in India by 20% over the next three to five years. In particular, HPE will hire new engineering talent with expertise in areas of critical importance to customers such as AI and networking. HPE will also begin construction of a high-tech extension to its Mahadevapura Campus in Bengaluru that will be able to house more than 10,000 employees, as well as state-of-the-art R&D facilities. When complete, the 1.3-million-square-foot campus will feature a state-of-the-art workplace, powered by HPE technologies, designed to enhance the employee, customer, and partner experience and foster a culture of innovation. The campus will support a broad range of functions including R&D, engineering services, finance, and sales.

“The Modi 2.0 administration’s vision of a $5 trillion economy is impressive and fitting for a country with this level of energy and opportunity,” said Antonio Neri, President and CEO of HPE and a member of the US-India CEO Forum. “India is one of the largest and fastest-growing economies in the world, and our investments will further develop the country as a critical market for HPE’s global business, as well as benefit our customers, partners, employees and the citizens of India.”

"It is a matter of great assurance that a global giant like Hewlett Packard Enterprise is making big investments in India both in manufacturing as well as research and development,” said Mr. Ravi Shankar Prasad, Union Minister for Law & Justice, Communication and Electronics & Information Technology. “This shows the rising confidence of global investors in India's rapidly growing electronics manufacturing sector and the success of Digital India."

Tuesday, July 23, 2019

Network Infrastructure for Next Gen Central Offices (NGCO)

The Next Gen Cental Office (NGCO) is an amazing opportunity and a confluence of vision and product development, says Rochan Sankar, Senior Director, Switch Products, Broadcom.

NGCO requires virtualization and cloudification of the underlying network. The Ethernet-based interconnects for this infrastructure presents many opportunities for innovation.

A "2019 Next-Generation Central Office  Report" from AvidThink is available for download. It covers the evolution in NGCO, recent trends, and key projects like CORD and VCO, as well as the role of the NGCO in new applications in edge computing and SD-WAN/vCPE.

https://nginfrastructure.com/

Arrcus scales out with Broadcom's Jericho2, raises $30m in Series B

Arrcus, a start-up that offers a hardware-agnostic network operating system for white boxes switches, announced multiple high-density 100GbE and 400GbE routing solutions for hyperscale cloud, edge, and 5G networks.

The company says its ArcOS software architecture has the foundational attributes to scale-out to an open aggregated routing solution, enabling operators to design, deploy, operationalize, and manage their infrastructure across multiple domains in the network.

"Our mission is to democratize the networking industry by providing best-in-class software, the most flexible consumption model, and the lowest total cost of ownership for our customers; we are now extending this by providing leading-edge open integration solutions for routing. ArcOS is the essential link to fully realize the unparalleled advancements in the 10Tbps Jericho2 SoC family and the resulting systems," Devesh Garg, co-founder and CEO of Arrcus.


The new ArcOS-based platforms, based on Broadcom’s 10Tbps, highly-flexible and programmable StrataDNX Jericho2 switch-router system-on-a-chip (SoC), include:

  • 24 ports of 100G + 6 ports of 400G
  • 40 ports of 100G
  • 80 ports of 100G
  • 96 ports of 100G

Key features enabled on these Jericho2-based platforms include:

  • Faster network speeds – up to 10 Tbps switching capacity, which delivers 5X the performance compared to previous generation of Jericho+
  • 4X increase in port density per chip compared to previous generation of Jericho+
  • Higher route table scale – up to 2.6M IPv4 routes (1.3M IPv6) on chip
  • Higher ACL scale of 96K with full IPv6 egress ACL support
  • Line-rate flow monitoring with sFlow® that enables real-time flow visibility at scale
  • Support for IPv4/IPv6/MPLS/Segment Routing forwarding
  • Open standards-based BGP Flowspec
  • Efficient, carrier-grade traffic management with scalable packet buffer memory
  • Visibility into HW resource utilization (ACLs, routes, etc.) to assist with traffic distribution
  • Selectable scale profiles with an ability to switch between profiles without a full system reboot
  • Arrcus is also announcing the availability of ArcIQTM, an AI-driven analytics platform for delivering real-time, transformational insights and telemetry at scale for a modern network operations center (NOC) solution.

In addition, Arrcus announced $30 million in Series B funding, bringing its total capital raised to date to $49 million.

The new funding was led by Lightspeed Venture Partners and included full participation from existing investors General Catalyst and Clear Ventures.

Arrcus, which is based in San Jose, California, was founded in 2016 by Broadcom and Cisco veterans, Devesh Garg, Keyur Patel, and Derek Yeung. Company advisors include:

  • Pankaj Patel, former EVP and CDO, Cisco
  • Amarjit Gill, serial entrepreneur who founded and sold companies to Apple, Broadcom, Cisco, EMC, Facebook, Google, and Intel
  • Kelly Ahuja, former SVP/GM, Service Provider Business, Cisco & presently CEO, Versa
  • Fred Baker, former Cisco Fellow, IETF Chair & Co-Chair, IPv6 Working Group
  • Farzad Nazem, former CTO, Yahoo
  • Rajiv Patel, ex-VP of Engineering, Juniper
  • Shawn Zandi, Director of Network Engineering, LinkedIn
  • Nancy Lee, CHRO of Lime, ex-VP of People, Google

http://www.arrcus.com

Broadcom's Jericho2 switch-routing chip boasts 10 Tbps capacity

Broadcom announced commercial availability of its Jericho2 and FE9600 chips, the next generation of its StrataDNX family of system-on-chip (SoC) Switch-Routers.

The Jericho2 silicon boasts 10 Terabits per second of Switch-Router performance and is designed for high-density, industry standard 400GbE, 200GbE, and 100GbE interfaces. Key features include the company's "Elastic Pipe" packet processing, along with large-scale buffering with integrated High Bandwidth Memory (HBM).

The new device is shipping within 24 months from its predecessor Jericho+., Jericho2 delivers 5X higher bandwidth at 70% lower power per gigabit.

In addition to Jericho2, Broadcom is shipping FE9600, the new fabric switch device with 192 links of the industry's best performing and longest-reach 50G PAM-4 SerDes. This device offers 9.6 Terabits per second fabric capacity, a delivers 50% reduction in power per gigabit compared to its predecessor FE3600.

“The Jericho franchise is the industry’s most innovative and scalable silicon used today in various Switch-Routers by leading carriers,” said Ram Velaga, Broadcom senior vice president and general manager, Switch Products. “I am thrilled with the 5X increase in performance Jericho2 was able to achieve over a single generation. Jericho2 will accelerate the transition of carrier-grade networks to merchant silicon-based systems with best-in-class cost/performance.”

Crehan: Top 3 clouds account for majority of whitebox Ethernet switch deployments

Three of the largest hyperscale cloud service providers account for most of the whitebox-class data center Ethernet switch shipments, according to recent reports from Crehan Research Inc.

Amazon, Google and Facebook combined to exceed two-thirds of total 2018 annual volumes.

Whitebox-class data center Ethernet switch shipments as a whole had a robust annual increase, to exceed 20% of the total annual volumes; but without Amazon, Google and Facebook, whitebox-class switching accounted for 7%.

“Although there seems to be a fair amount of tire-kicking, pilot projects and evaluations of whitebox-class data center switching, its overall adoption outside of three of the largest hyperscale cloud service providers has, so far, remained a relatively modest portion of overall data center switching,” said Seamus Crehan, president of Crehan Research. “Furthermore, the branded Ethernet switch vendors now offer customers what once was generally attainable only from whitebox switch deployments, including disaggregated open networking, programmability and significant price reductions.”

The boundary between branded and whitebox-class data center switching continues to blur, as evidenced by the following examples:

  • The hyperscale internet service provider Tencent is deploying Cisco’s merchant silicon-based Nexus 34180YC Ethernet switch with the SONiC operating system in its data centers.
  • Arista has jointly developed its most recent data center switch (the 7368X4) with Facebook which had historically worked with whitebox-class vendors such as Accton/Edgecore and Celestica, where the data center switch design was solely by Facebook.
  • Branded Ethernet switch vendors such as Dell EMC, Juniper and Mellanox offer disaggregated hardware/software solutions to deliver more flexibility and openness to data center networking customers.

Crehan’s reports further indicate that, while the overall market adoption of whitebox-class data center switching is in the twenty percent range it is higher than this for the newer and faster networking speeds. This is largely because Amazon, Google and Facebook tend to be earlier adopters of these newer and faster speeds. For example, almost all of the early volume in 400GbE data center switching is driven by whitebox-class switches, due to Google’s dominance of these early deployments. “We expect that, similar to other Ethernet speeds, the portion of whitebox-class data center switch volumes will decline as a broader customer base starts to deploy 400GbE switches,” Crehan said.

http://www.crehanresearch.com

CenturyLink expands its intercity network with Corning's SMF-28 fiber

CenturyLink announced a significant expansion of its inter-city multi-conduit infrastructure with plans to add 4.7 million miles of fiber in North America and parts of Europe.

The first phase of this overbuild fiber network, completed in June, connects more than 50 major cities throughout the U.S. The expansion leveraged the multi-conduit infrastructure all ready in place. The second phase of this expansion will include areas in Europe and will be completed by early 2021.








The project uses Corning's SMF-28 ULL fiber and SMF-28 Ultra fiber in a hybrid Corning SST-UltraRibbon cable. With a silica core design, SMF-28 ULL fiber offers the lowest loss of any terrestrial-grade optical fiber and will provide the CenturyLink network with a boost in optical signal-to-noise ratio (OSNR) which can extend optical reach at very high data rates.

CenturyLink said the added capacity will further improve the scalability of the network to meet the high bandwidth demands of emerging technologies and applications such as 5G, augmented reality, high-definition video streaming and the Internet of Things.

"Our newly built intercity fiber network, created with the latest optical technology, is another example of how our diverse fiber assets differentiate us from other network providers," said Andrew Dugan, CenturyLink chief technology officer. "Our multi-conduit infrastructure has a significant amount of capacity for supporting the growing demand for fiber and will allow us to quickly and cost effectively deploy new fiber technology now and in the future. This uniquely positions CenturyLink to meet the needs of companies seeking highly reliable, low-latency network infrastructure designed to move massive amounts of data."

"A next-generation network requires next-generation optical infrastructure, and we believe Corning's fiber and cable innovations will enable CenturyLink and its customers to unlock the opportunities presented by the Internet of Things and other transformative technologies," said Dr. Bernhard Deutsch, vice president and general manager, Corning Optical Fiber and Cable. "With the expanded optical reach and capacity provided by our ultra-low-loss fiber, CenturyLink will magnify the capabilities of their expansive, scalable fiber network."

https://ir.centurylink.com/news/news-details/2019/CenturyLink-Expands-Fiber-Network-Across-US-and-Europe/default.aspx

MEF18: CenturyLink's Andrew Dugan on Network Transformation



 What does network transformation mean to CenturyLink?

Andrew Dugan, SVP Technology Planning & Network Architecture, CenturyLink says it is vital to understand that customers are undergoing transformations of their own. Enterprise applications are getting distributed into multiple clouds. Some workloads stay in private data centers and others are moved into hybrid or public clouds. Carriers, like CenturyLink, must provide networking services that are equally as dynamic as the service offered by cloud providers.

CenturyLink is developing products that allow for dynamic service creation. This allows for new connections to be set-up, capacity to be scaled, and VLANs to be controlled.

Another area of interest is MEF's LSO (lifecycle service orchestration) APIs for enabling dynamic services across carriers to public clouds. CenturyLink is heavily supporting MEF's efforts in this area.

Telstra completes 5G end-to-end standalone call with Ericsson

Telstra completed Australia’s first end-to-end 5G SA (stand-alone) call over 3.6GHz spectrum using Ericsson’s Baseband 6630, Radio AIR6488 and a 5G SA device based on a MediaTek chipset.

5G Standalone will be the eventual architecture of 5G radio networks/

Emilio Romeo, Head of Ericsson Australia and New Zealand, says: “Successfully completing Australia’s and the southern hemisphere’s first 5G standalone call is a vital step in driving industrial productivity and bringing Industry 4.0 to life. 5G is not just another incremental upgrade, but a platform for innovation marking a new era of intelligent connectivity.  Together with Telstra – one of the world’s first operators to launch 5G commercially on 5G non-standalone (NSA) – we continue to lead and drive innovation to ensure Australia remains at the forefront of telecommunications technology.”

Channa Seneviratne, Network and Infrastructure Engineering Executive, Telstra says: “Telstra has achieved a number of world and Australian milestones on our 5G journey and the successful completion of Australia’s first 5G end-to-end standalone call on Telstra’s network is the latest entry. This continues Telstra’s ongoing participation in global 5G leadership whilst simultaneously driving the deployment of 5G in Australia. To date we’ve already launched 5G in 10 cities, and this will increase to at least 35 cities over the next 12 months. Making this stand-alone 5G call at our 5G Innovation Centre contributes to our ongoing end-to-end 5G ecosystem learnings. This is another example of the ongoing industry collaboration working within the 5G eco-system and technology partners like Ericsson to pave the way for 5G advancements, and the benefits it will bring all Australians.”

Australia's NBN Co now passes 10 million homes/businesses

Australia's NBN Co reached a major milestone: more than 10 million homes and businesses are now able to connect to the nbn access network. Less than twelve months of the build are remaining. nbn provides wholesale services to phone and internet providers.

Some additional notes:

  • As at May 2019 62 percent of homes and businesses were on a 50Mbps wholesale speed plan or higher – compared with 44 percent in May 2018.
  • There are currently more than 160 million connected devices in Australian households and almost 400 million expected by 2023, according to Telsyte’s Australian IoT@Home Market Study 2019. 25% of people say they are interested in making their homes ‘smarter’ but 35% indicate they would like help to set-up their connected services.


Yahoo Finance Interview with Huawei's CEO Ren Zhengfei

Yahoo Finance conducted by Akiko Fujita on 19-July-2019 in Shenzhen.

Topics covered:

1:09 - Impact of being added to the U.S. entity list "We found we are fully capable of shaking off our reliance on the U.S. for our core products, and, depending on ourselves to survive. But we also have many other non-core products that we cannot do without U.S. components...."

2:05 - On U.S. national security concerns "There is not one individual component that can threaten the national security of the U.S. 5G is just a tool that helps networks operate faster. It is good for the world..."

2:34 - On the future of partnerships with U.S. suppliers: "If the U.S. government allows U.S. companies to continue to supply us, we will continue to buy from them, even in areas that we have developed our own alternative. We adopted this approach in the past...This year we could probably make about 270 million phones, and we have authorized the Consumer Business Department to buy 100 million chipsets from Qualcomm. We can live without Qualcomm but we are still committed to work with them. "

3:30 - On how long Huawei can last without supplies from the U.S.  "If U.S. companies were to stop supplying altogether, our production would not stop for a single day."



https://finance.yahoo.com/video/exclusive-huawei-ceo-says-company-142617289.html

VeEX intros 400GE QSFP-DD PAM4 test module

VeEX introduced a dual-port 400GE QSFP-DD PAM4 test module for the MPA® Multi-Protocol Analyzer Series platform.

The new MPM-400AR module provides up to 800G of throughput to address the high capacity testing demands of the PAM4 Ethernet/transport market. The unit supports dual simultaneous and independent 400G QSFP-DD ports along with dual QSFP56 and SFP56 ports, enabling flexible testing capabilities for a wide range of optical transceivers, port and data rates all in the same module.

“At VeEX we strive to provide innovative test solutions and technology support to facilitate the industry’s demanding testing challenges of delivering next-generation products and services. The new MPM-400AR is the result of such commitment,” said Keith Cole, Vice President of Product Marketing, NEMs for VeEX. “Building upon our existing CFP8 test module (MPM-400G) and the first and only 400G handheld test set in the market (RXT-6400), the MPM-400AR raises the bar for native 400G PAM4 testing, in a compact, scalable, yet powerful rack-mount form factor.”

Used in the modular MPA platform with existing 10/100G application modules, the MPM-400AR provides simultaneous, independent, multi-port test capabilities, supporting all common and emerging transceiver form factors, from 400 Gbps to 10 Mbps. Test automation is key for high volume applications and multiple APIs are supported, including native Python, providing NEMs R&D/SVT labs, manufacturing, and service providers with a comprehensive all-in-one toolset for verification of PAM4 Ethernet/transport technologies.