Monday, September 9, 2019

Anritsu to show 116-Gbps PAM4 error detector

At the upcoming ECOC 2019 in Ireland later this month, Anritsu will host demonstrations of its new 64,2GBaud NRZ / 58,2GBaud PAM4 Error Detector for the MP1900A Signal Quality Analyzer-R. The analyzer is a high-performance Bit Error Rate Tester (BERT) that accurately measures communications equipment, next-generation high-speed electronic and optical devices, including those for M2M and IoT applications, and optical transceivers used in high-end servers.

The new 64,2GBaud NRZ / 58,2GBaud PAM4 ED card for the MP1900A Signal Quality Analyzer-R is an R&D, high-performance Error Detector supporting signal integrity evaluation on high-speed interfaces. The new ED pluggable card offers switchable NRZ and PAM4 signal analysis, high-accuracy Bit and Symbol Error Ratio measurement, world-beating PAM4 Rx Sensitivity, Clock Recovery and Equalizer.

The  first demonstration will show the new PAM4 Error Detector card combined with the existing high quality PAM4 Pulse Pattern Generator, to prove key capabilities for signal integrity and compliancy testing towards the latest standards in 200G, 400G and 800G transmission, such as MSB/LSB Bit Error Ratio and PAM4 Symbol Error Ratio, up to 58,2G Clock Recovery, 58,2GBaud PAM4 Receiver Sensitivity down to 36mV, Received Signal Equalization to compensate the impact of losses from PCBs and cables.

As an additional unique value in the market, MP1900A multichannel signal generation, combined with 25/50/100/200/400G FEC patterns emulation and jitter tolerance testing, enables accurate evaluation of the true performance of optical transceiver modules in real life working conditions.

In a second joint demonstration with Teledyne-LeCroy, the MP1900A SQA-R Platform, ready for PCIe Gen3, Gen4 and Gen5, will be shown in full automatic calibration, Rx/Tx PCIe Device testing, Link Training verification and Jitter Tolerance validation. The stressed signal calibration will be performed on a Teledyne-LeCroy LabMaster oscilloscope with a single SW tool controlling the whole test system.
https://www.anritsu.com/en-US/test-measurement/news/news-releases/2019/2019-08-28-us02

SES picks SpaceX for MEO constellation launch

SES selected SpaceX to launch its next-generation Medium Earth Orbit (MEO) satellite constellation.

The global O3b mPOWER system comprises an initial constellation of seven high-throughput, low-latency MEO satellites, each capable of generating thousands of electronically-steered beams that can be dynamically adjusted to serve customers in various markets including telecom and cloud, communications-on-the-move and government. O3b mPOWER also will include a variety of intelligent, application-specific Customer Edge Terminals integrated with SES’s terrestrial network and dynamically optimised using the recently announced Adaptive Resource Control (ARC) software system.

“Momentum in the O3b mPOWER ecosystem is accelerating quickly as we continue to build the right partnerships to bring this massively innovative communications system to market,” said Steve Collar, CEO of SES. “Working with SpaceX as our launch provider is fitting because in the last seven years we have already jointly made multiple revolutionary industry advancements that make access to space innovation more cost-efficient and unlock new opportunities in critical markets. We are delighted to have SpaceX as partners for our historic O3b mPOWER launch, and together, we will extend high-performance connectivity to all who have limited access to it today.”

“We are pleased that SES has once again selected Falcon 9 to launch their powerful, groundbreaking communications system,” said Gwynne Shotwell, President and Chief Operating Officer at SpaceX. “SES has been an important partner for SpaceX – fully supporting our efforts to make rocket reusability a reality. We are proud to play a part in SES bringing revolutionary connectivity solutions to the market.”

https://o3bmpower.ses/

Sunday, September 8, 2019

IDC: Ethernet Switch Market up 4.8% in 2Q19

The worldwide Ethernet switch market (Layer 2/3) recorded revenues of $7.07 billion in the second quarter of 2019 (2Q19), an increase of 4.8% year over year, according to IDC's newly updated Worldwide Quarterly Ethernet Switch Tracker and Worldwide Quarterly Router Tracker. Worldwide total enterprise and service provider (SP) router market revenues grew 3.4% year over year in 2Q19 to $3.96 billion.

Ethernet Switch Market Highlights

  • Port shipments for 100Gb switches rose 58.3% year over year to 4.4 million. 
  • 100Gb revenues grew 42.9% year over year in 2Q19 to $1.28 billion, making up 18.1% of the market's revenue, compared to 13.2% of the market's revenue a year earlier. 
  • 25Gb switches also saw impressive growth, increasing 84.8% to $364.1 million, with port shipments growing 74.5% year over year. 
  • 10Gb port shipments rose 2.6% year over year, to make up 27.9% of the market's revenue. 
  • 1Gb switches grew 6.6% year over year in port shipments, making up 40.0% of the market's total revenues.
  • The Central and Eastern Europe (CEE) region grew 10.8% year over year, with Russia – the region's largest market – growing 9.2% and Poland growing 29.6%. The Middle East and Africa (MEA) region also had strong growth at 10.2%; Qatar led the region's increase with 70.3% growth. Western Europe rose 1.1%, with the Netherlands growing 18.6% within the region.
  • The USA market grew 10.7% while Canada's market grew 3.8%. The Latin America region was off 1.2% after Brazil fell 8.3%.
  • The Asia/Pacific (excluding Japan) (APeJ) region fell 4.2% year over year. 
  • China's market declined 4.7% year over year while Australia's market dropped 16.0%.

Router Market Highlights

  • The worldwide enterprise and service provider router market grew 3.4% on a year-over-year basis in 2Q19, with the major service provider segment, which accounts for 75.9% of revenues, increasing 2.0% and the enterprise segment of the market growing a healthy 8.0%. 
  • The combined service provider and enterprise router market increased 2.7% in APeJ, with the service provider segment increasing 3.8%. 
  • Japan's total market grew 7.0% year over year. 
  • Revenues in Western Europe rose 5.2% year over year, while the CEE combined enterprise and service provider market grew 15.2% year over year. 
  • The MEA region was up 7.4%. 
  • In the USA, the enterprise segment was up 18.8%, but service provider revenues fell 6.4%, causing the total market to decline 0.8% year over year. Canada's market rose 9.2% year over year and the Latin American market grew 8.1%.

Vendor Highlights

  • Cisco finished 2Q19 with an 6.8% year-over-year increase in overall Ethernet switch revenues and market share of 51.1%.  In the hotly contested 25Gb/100Gb segment, Cisco is the market leader with 38.8% of the market's revenue. Cisco's campus/branch Ethernet switch revenue increased 14.3% year over year. Meanwhile, Cisco's datacenter switching revenue declined 3.2% year over year in 2Q19. Cisco's combined service provider and enterprise router revenue rose 6.6% year over year, with enterprise router revenue increasing 16.2% and SP revenues growing 1.1%. Cisco's combined SP and enterprise router market share increased to 36.8%, up from 35.7% in 2Q18.
  • Huawei's Ethernet switch revenue rose 18.9% on an annualized basis, giving the company market share of 9.7%. The company's combined SP and enterprise router revenue rose 1.5% year over year with a market share of 31.1%.
  • Arista Networks saw Ethernet switch revenues increase 15.4% in 2Q19, bringing its share to 7.3% of the total market, up from 6.6% a year earlier. 100Gb revenues accounted for 65.4% of the company's total revenue, indicating the company's focus on hyperscale and cloud providers and select large enterprise segments.
  • HPE's Ethernet switch revenue declined 6.3% year over year, giving the company a market share of 5.8%.
  • Juniper's Ethernet switch revenue declined 19.6% in 2Q19, bringing its market share to 2.9%. Juniper saw a 15.0% decline in combined enterprise and SP router sales, bringing its market share in the router market to 10.5%.


https://www.idc.com/getdoc.jsp?containerId=prUS45487019

Qualcomm intros mmWave module for 5G Fixed Wireless Access

Qualcomm introduced a mmWave antenna module for 5G fixed wireless access (FWA) CPE. The company says its QTM527 mmWave antenna module for the Snapdragon X55 5G Modem-RF System will open up the market for mobile operators to offer fixed internet broadband services to homes and businesses using their 5G network infrastructure.

The goal is to enable 5G fixed wireless access CPEs that can be deployed on a roof or in a window to receive a 5G signal.

The Qualcomm QTM527 mmWave antenna module builds on prior mmWave technology breakthroughs to extend 5G beyond the smartphone.

Qualcomm's QTM527 mmWave antenna module supports up to 64 dual polarization antenna elements for optimal and extended mmWave range. It suppors beam forming, beam steering and beam tracking for bi-directional communication, along with global band support for compatibility in every major region around the world.

“Our comprehensive Snapdragon X55 5G Modem-RF System architecture and mmWave innovation drives best in class 5G performance and scale. With this new extended-range solution, we deliver yet another major mmWave breakthrough and allow operators to provide enhanced fixed broadband services with broad coverage in urban, suburban and rural environments,” said Cristiano Amon, president, Qualcomm Incorporated.

Sampling is underway.

https://www.qualcomm.com/news/releases/2019/09/06/qualcomm-announces-worlds-first-fully-integrated-extended-range-mmwave

AT&T awards IT outsourcing contract to Tech Mahindra

AT&T has awarded a multiyear contract to Tech Mahindra Tech Mahindra Ltd. to accelerate AT&T’s IT network application, shared systems modernization and movement to the cloud. Tech Mahindra will assume management of many of the applications which support AT&T’s network and shared systems. The transformation roadmap also aims to optimize AT&T’s IT application footprint by aggregating functionalities, while optimizing business processes, costs, efficiencies and overall quality.

Jon Summers, CIO, AT&T Communications, said, “Our agreement with Tech Mahindra is another step forward in delivering greater flexibility across our IT operations. This includes optimizing our core operations and modernizing our internal network applications to accelerate innovation as we march forward to our goal of a nationwide 5G network by the first half of 2020. Our collaboration with Tech Mahindra will ultimately help accelerate our network operations and overall technology leadership.”

CP Gurnani, MD & CEO, Tech Mahindra, said, “This is a step towards elevating Tech Mahindra’s long standing strategic relationship with AT&T to help make the vision of a 5G-enabled future, a reality. As part of our TechMNxt charter, Tech Mahindra is betting big on 5G – network of the future, and is focused on technology-led innovation to enable digital transformation for our customers globally.”

Manish Vyas, President, Communications, Media and Entertainment Business and the CEO, Network, Tech Mahindra, said, “Our aim is to significantly boost AT&T’s 5G time-to-market and simultaneously reduce their cost of ownership by automating aspects of their network lifecycle. We look forward to a continued strategic relationship with AT&T to drive innovation in technology and network ecosystem while delivering value and quality to our customers.

https://www.techmahindra.com/media/press_releases/TechMahindra-Announces-Multi-Year-Agreement-to-Accelerate-ATTs-Technology-Transformation.aspx

AT&T to move most non-network workloads to public cloud by 2024

Microsoft and AT&T announced an extensive, multiyear alliance under which Microsoft will be the preferred cloud provider for non-network applications. Specifically, AT&T will provide much of its workforce with Microsoft 365, and plans to migrate non-network infrastructure applications to the Microsoft Azure cloud platform.

AT&T said the alliance is part of its broader public cloud first strategy to consolidate data center infrastructure and operations. AT&T is becoming a “public cloud first” company by migrating most non-network workloads to the public cloud by 2024.

“AT&T and Microsoft are among the most committed companies to fostering technology that serves people,” said John Donovan, CEO, AT&T Communications. “By working together on common efforts around 5G, the cloud, and AI, we will accelerate the speed of innovation and impact for our customers and our communities.”

“AT&T is at the forefront of defining how advances in technology, including 5G and edge computing, will transform every aspect of work and life,” said Satya Nadella, CEO, Microsoft. “The world’s leading companies run on our cloud, and we are delighted that AT&T chose Microsoft to accelerate its innovation. Together, we will apply the power of Azure and Microsoft 365 to transform the way AT&T’s workforce collaborates and to shape the future of media and communications for people everywhere.”

In addition, Microsoft will tap into the innovation AT&T is offering on its 5G network, including to design, test, and build edge-computing capabilities. With edge computing and a lower-latency 5G connection enabled through AT&T’s geographically dispersed network infrastructure, devices can process data closer to where decisions are made. Recently, Microsoft and AT&T worked together to test an edge computing-based tracking and detection system for drones. With more connected devices and the growing demand for streaming content from movies to games, businesses and consumers require ever-increasing network capabilities.

Verizon debuts 5G in 13 NFL stadiums

Verizon activated its 5G service in 13 NFL stadiums this past Kickoff Weekend, including:

Bank of America Stadium (Carolina Panthers)
Empower Field at Mile High (Denver Broncos)
CenturyLink Field (Seattle Seahawks)
Ford Field (Detroit Lions)
Gillette Stadium (New England Patriots)
Hard Rock Stadium (Miami Dolphins)
Lucas Oil Stadium (Indianapolis Colts)
MetLife Stadium (New York Giants and New York Jets)
M&T Bank Stadium (Baltimore Ravens)
NRG Stadium (Houston Texans)
Soldier Field (Chicago Bears)
U.S. Bank Stadium (Minnesota Vikings)

DT to bring 5G to Allianz Arena in Munich

Deutsche Telekom and FC Bayern Munich announced a partnership to bring 5G coverage to the Allianz Arena in Munich by spring 2020.

“Deutsche Telekom is working with FC Bayern Munich to open up the world of 5G technology to soccer spectators. Fans visiting the Allianz Arena will be able to explore a whole new dimension in soccer through VR and AR. We’re helping bring the club and its fans even closer together, which is of course in keeping with our motto – ‘Life is for sharing,’” comments Michael Hagspihl, Head of Consumers at Telekom Deutschland.

https://www.telekom.com

Chile studies subsea cable to Asia

Chile's telecommunications regulator his continuing to study the feasibility of direct subsea cable system from South America to Asia. Current connections are routed either via the United States or Europe. Chile's President, Sebastián Piñera, has expressed his support for the study.

The government has now awarded a contract valued at US$2.9 million to Telecommunications Management Group Inc. and WFN Strategies LLC to provide an assessment of the economic, technical and legal issues concerning the project.

https://www.subtel.gob.cl/mtt-adjudica-elaboracion-del-estudio-de-factibilidad-del-cable-submarino-asia-sudamerica/

Thursday, September 5, 2019

ADVA debuts multi-layer cell site gateway for 5G

ADVA introduced its FSP 150-XG118Pro cell site gateway for deployment at radio base stations. It is designed for ultra-reliable low-latency communications (URLLC) in 5G mobile networks

ADVA said its FSP 150-XG118Pro has been specifically engineered to support a seamless, cost-efficient transition from LTE mobile networks to 5G. It provides multi-layer demarcation and precise synchronization delivery. The gateway's 10Gbit/s capacity enables MNOs to utilize the full 5G spectrum. Its open SDN control supports automated network slicing and its pluggable server allows it to be upgraded in-service for edge hosting of VNFs. The ADVA FSP 150-XG118Pro’s capacity and edge hosting capabilities also enable enterprises to unlock the potential of the industrial IoT (IIoT).

“Our FSP 150-XG118Pro brings high-capacity demarcation and edge aggregation to the radio base station without exceeding strict requirements for space, power and cost. It really is the ultimate tool for rapid 5G rollouts over existing LTE infrastructure,” said Richard Strike, director, product line management, ADVA. “Our FSP 150-XG118Pro empowers mobile network operators (MNOs) to respond to soaring bandwidth needs with 10Gbit/s bandwidth at the radio base station. They can also cater for new URLLC applications that demand data to be processed right where it’s created. And, as the solution has been built with our Oscilloquartz team of network synchronization specialists, it delivers the accurate and stable timing that’s so crucial for 5G applications.”

“This new member of our hugely successful and widely deployed FSP 150 family opens the door to a world of new opportunities. It tears down the entry barriers and provides CSPs and businesses with a risk-free route to all the advantages of virtualization,” commented Ulrich Kohn, director, technical marketing, ADVA. “Featuring our award-winning, field-proven Ensemble Connector NFV hosting software, our FSP 150-XG118Pro enables enterprises to seize the full business potential of the IIoT. It supports big data analytics at the very edge of the network, saving significant bandwidth and improving performance. Now businesses can benefit from our vast experience with migrating centrally hosted network functions to the edge. Our customers can focus on revenue-generating services while we handle complex network integration and testing and ensure superb levels of performance.”

http://adva.li/fsp-150-xg118pro-slides

Finisar intros L-band High Resolution Optical Spectrum Analyzer

Finisar introduced its WaveAnalyzer 1500S/L High Resolution Optical Spectrum Analyzer designed to inspect the spectral characteristics of optical channels in the L-band of the telecommunications spectrum.

This instrument has been developed for researchers and engineers focused on optical communication systems operating in the L-band as well as for manufacturing test applications on the production floor.

The new WaveAnalyzer 1500S/L is based on heterodyne measurement technology and offers a resolution bandwidth of 180 MHz. It provides a high scan rate of four updates per second for full L-band scans and up to 10 updates per second for smaller range scans.

Similar to the C-band version of the WaveAnalyzer 1500S, the new L-band unit also has a built-in web server which includes a Graphical User Interface (GUI) and an Application Programming Interface (API). Additional analysis functions include Optical Signal to Noise Ratio (OSNR) measurements and Multi-Wavelength Analysis or Side Mode Suppression Ratio (SMSR) measurements.

https://www.finisar.com/optical-instrumentation

Dell'Oro: DWDM systems revenue grew 8% Y/Y in 1H19

The market for DWDM systems significantly grew year-over-year (Y/Y) in the first half of 2019, according to Dell'Oro Group, in part because the comparative period, 1H 2018, includes much lower sales into China caused by the US ban on ZTE.



Some highlights:

  • In 1H 2019, Ciena held nearly 30 percent share of the optical DWDM market outside of China due to the company’s dominance in North America and growing share in international markets. 
  • Ciena’s revenue grew over 20 percent Y/Y. 
  • During this period, Huawei held the second-highest share outside of China even though the company’s market share declined slightly from both full-year 2018 and 1H 2018. 
  • Nokia continued to hold the third-highest share outside of China with revenue growth in the period exceeding the market average percentage growth of 5 percent.


https://www.delloro.com/optical-transport-2q19-report-dwdm-systems-market-grew-8-percent-y-y-in-1h-2019/

Ciena posts revenue of $961 million, up 17%, as non-telco sales increase

Ciena reported revenue of $960.6 million for its fiscal third quarter ended July 31, 2019, up 17.3% year over year. Ciena's GAAP net income for the fiscal third quarter 2019 was $86.7 million, or $0.55 per diluted common share, which compares to a GAAP net income of $50.8 million, or $0.34 per diluted common share, for the fiscal third quarter 2018.

"We delivered another quarter of outstanding financial results as we benefit from our strong competitive position within the industry and continue to gain market share," said Gary Smith, President and CEO, Ciena. "Looking ahead, fiscal 2019 will be an extraordinary year for Ciena, including substantial revenue growth and increased profitability."

Some highlights:

  • Non-telco represented 41% of total revenue 
  • Direct web-scale contributed over 26% of total revenue 
  • EMEA revenue up 39% YoY 
  • North America revenue up 24% YoY, with telco and web-scale growth 
  • WaveLogicAi has 128 total customers with 16 new wins in Q3 
  • Waveserver has 142 customers with 8 new wins in Q3 
  • Two 10%-plus customers represented a total of 25% of revenue 
  • Cash and investments totaled $842.9 million

https://investor.ciena.com/news/press-release-details/2019/Ciena-Reports-Fiscal-Third-Quarter-2019-Financial-Results/default.aspx


Fractal Antenna Systems develops wideband antenna for sub-6GHz 5G

Fractal Antenna Systems introduced a directional antenna for sub-6GHz 5G sector coverage in stadiums and high capacity venues. The

Whereas traditional solutions require many narrow-band antennas to be crammed under a single cover, Fractal uses proprietary wideband technology to reduce the complexity, size, and number of sub-6GHz antennas, freeing up space for more eye-pleasing solutions and/or higher performance.

The Symphony-SP provides broadband MIMO coverage from 617MHz to 6GHz, with coverage of all key licensed and unlicensed bands – including GSM, LTE, 5G, CBRS, WiFi, C-Band, and LAA. The Symphony-SP weighs in at less than 10 lbs and wields a footprint of less than 13”x13”.

“While millimeter wave is getting a lot of attention in 5G, the reality is that sub-6GHz will continue to be the anchor and primary vehicle for ubiquitous high throughput connectivity,” said FRACTAL’s VP of Strategy and Product Management Petersen Bolvig. “We are not going to get away from the ‘antennapocalypse’ problem without a radical new approach to sub 6GHz antenna design. This is where our technology provides major benefits, with the Symphony-SP as one example.”

http://www.fractenna.com/

MACOM shows Open Eye MSA compliant analog chipset

MACOM Technology Solutions demonstrated a 200G optical module designed in collaboration with an industry leading optical manufacturer, leveraging MACOM’s Open Eye MSA compliant analog chipset. The chipset is optimized for volume-scale deployment in high-density Cloud Data Center links.

MACOM said its chipset will provide a clear pathway to 200G throughput speeds utilizing industry-leading analog components. MACOM’s fully analog transmit and receive chipset is comprised of the MAOM-38053 four-channel transmit CDR with integrated laser driver and, on the receive side, features MACOM BSP56B photodetectors, a MATA-03819 quad TIA and the MASC-38040 four-channel receive CDR.

MACOM is applying its expertise and market leadership in 25Gbps and 100Gbps solutions to 50Gbps PAM-4 applications and specifically to 200G QSFP and 2 x 200G OSFP/QSFP-DD modules to bring the benefits of low power and low latency solutions in addition to existing digital signal processing (DSP) architectures, to Cloud Data Centers.

MACOM’s chipset is sampling for both single mode and multimode fiber applications.

Spectra7 and Leoni show CRX Active Copper Cable

Spectra7 Microsystems and the telecommunication systems business unit of Leoni’s Wire and Cables Solution Division demonstrated new CRX Consortium Active Copper Cable technology at the annual China International Optoelectronic Expo (CIOE) 2019.

The demonstration showed Leoni cables with embedded Spectra7 chips operating with Mellanox ConnectX-5 network adapters configured for Ethernet low latency CA-N transmission.

“Spectra7 has developed impressive technology for the data center market and we are thrilled to be collaborating with them and Tencent in the formation of the CRX™ Consortium,” said Helmut Jungsthoefel, Data Center PM at Leoni. “We believe Active Copper Cables with technology from Spectra7 will play a critical role in the future of copper interconnects.”

Leoni is known in the global interconnect market for producing the highest performance raw cable and cable assemblies. They have selected Spectra7 chips for their entire line of Active Copper Cables including 25, 100 and 400G products.

CRX Consortium pushes for active copper cables

A new CRX (Copper Reach Extension) Consortium has been launched to accelerate the adoption of active copper cable products. The key backers are Tencent and Spectra7 Microsystems, a supplier of high-performance analog semiconductor products and a developer of active copper cable technology. Additional members include Luxshare-ICT and Foxconn Interconnect.

The CRX Consortium says its initial focus will be on 25G Ethernet connections between servers and switches. The consortium is developing a specification for these cables that is expected to be released in Q4 of this year. Subsequent specifications will be developed for 50G, 100G, 400G and 800G Ethernet as well as other evolving protocols. The specifications will cover both NRZ signaling as well as PAM4 signaling.

The initial CRX specification release is planned for Fall 2019; CRX consortium members plan to begin mass deployment of cables complying with the CRX specification later this year.

KPN appoints Dominique Leroy as CEO

Mrs. Dominique Leroy has been appointed as the next CEO and Chairman of the Board of Management of KPN, with effect from 1 December 2019. She succeeds Maximo Ibarra, who resigned from his position effective 30 September 2019.

Leroy will join KPN from Proximus Group (formerly Belgacom), where she is currently CEO. She joined Belgacom, Belgian’s leading telecommunications company, in 2011 and was from 2012 onwards a member of the management committee with responsibility for the consumer business. Prior to joining Proximus, she worked for 24 years at Unilever, ultimately as Managing Director of Unilever BeLux and member of the Unilever Benelux management committee.

Wednesday, September 4, 2019

IDC: Worldwide server market drops 11.6% in 2Q19

After a torrid stretch of prolonged market growth that drove the server market to historic heights, IDC has found that the global server market declined in 2Q19 for the first time since the fourth quarter of 2016. Vendor revenue in the worldwide server market declined 11.6% year over year to just over $20.0 billion during the second quarter of 2019 (2Q19).



Worldwide server shipments declined 9.3% year over year to just under 2.7 million units in 2Q19.

"The second quarter saw the server market's first contraction in nine quarters, albeit against a very difficult compare from one year ago when the server market realized unprecedented growth," said Sebastian Lagana, research manager, Infrastructure Platforms and Technologies. "Irrespective of the difficult compare, factors impacting the market include a slowdown in purchasing from cloud providers and hyperscale customers, an off-cycle in the cyclical non-x86 market, as well as a slowdown from enterprises due to existing capacity slack and macroeconomic uncertainty."

Some highlights:

  • The number one position in the worldwide server market during 2Q19 was shared* by Dell Technologies and the combined HPE/New H3C Group with revenue shares of 19.0% and 18.0% respectively. 
  • Dell Technologies declined 13.0% year over year, while HPE/New H3C Group was down 3.6% year over year. 
  • The third position went to Inspur/Inspur Power Systems, which increased its revenue by 32.3% year over year. 
  • Lenovo and IBM tied for the fourth position with revenue shares of 6.1%, and 5.9% respectively. 
  • Lenovo saw revenue decline by 21.8% year over year while IBM saw its revenue contract 27.4% year over year. 
  • The ODM Direct group of vendors accounted for 21.1% of total revenue and declined 22.9% year over year to $4.23 billion. 
  • Dell Technologies led the worldwide server market in terms of unit shipments, accounting for 17.8% of all units shipped during the quarter.

https://www.idc.com/getdoc.jsp?containerId=prUS45482519


Dell'Oro: 25 Gbps Ethernet adapter gain share

Shipments of Ethernet controllers and adapters marked the first sequential growth year-over-year (Y/Y) in 2Q 2019, according to a new report from Dell'Oro Group. The 25 Gbps continues to gain share in the Cloud and Enterprise markets.

“Shipments of 10 Gbps controllers and adapters were stronger than expected with demand from general enterprises and lower-tier Cloud service providers. Meanwhile, 25 Gbps continues to gain momentum across key vendors in the high-end Enterprise market,” said Baron Fung, Director, at Dell’Oro Group. “Among the major Cloud service providers, which generally deploy 25, 40, and 50 Gbps ports, growth was mixed, as select companies are still undergoing server capacity digestion. Thus, we continue to anticipate great volatility in this sector for these higher-speed ports.”

Additional highlights from the Controller and Adapter 2Q 2019 quarterly report include:

  • Total controller and adapter port shipments increased 3 percent quarter-over-quarter (Q/Q) in 2Q 2019.
  • Average sell price per port increased 6 percent Q/Q, which contributed to higher sequential revenue growth.
  • Amazon still commands more than 90 percent share of the Smart NIC market by ports shipped, although Broadcom and Mellanox gained share.

See also