Thursday, March 12, 2020

Verizon ready for data surge from COVID-19 crisis, increases CAPEX

Verizon asserted that its networks "stand ready to serve customers at work, at home and remotely—including first responders and those protecting the public—when critical connectivity is needed most."

Verizon reports that it has not seen a measurable increase in data usage—despite some businesses, schools and other organizations now asking employees to work remotely and students to take classes online.  The company says its networks are ready to absorb a data surge should demand increase or usage patterns change significantly due to the coronavirus (COVID-19) crisis.

Nevertheless, Verizon is announcing an increase in its capital guidance range from $17 - $18 billion to $17.5 - $18.5 billion in 2020. The increase is intended to accelerate Verizon's transition to 5G and help support the economy during this period of disruption.

“We’re looking towards the future and increasing our investments so that we’re poised to offer even more robust networks, to meet future demands, in the years to come,” said Hans Vestberg, Verizon Chairman and CEO. “We are very confident in our company’s ability to meet current demands in providing a great network experience.”

Vestberg added: “Our customers—including critical government and public safety agencies—rely on us for proven reliability. I want to thank our dedicated Verizon employees who continue to work tirelessly, day in and day out, to ensure our essential communications services are available to our customers so they can stay connected where and when they need it most.”

Full statement:
https://www.verizon.com/about/news/verizons-networks-stand-ready-increases-data-traffic

ADVA announces optical Spectrum-as-a-Service

ADVA introduced Optical Spectrum-as-a-Service, a new approach that lets communication service providers (CSPs) sell fully-assured and differentiated optical spectrum services from their already deployed fiber networks.

The concept leverages ADVA's FSP 3000 open line system (OLS) with its coherent optics, programmable flexgrid technology and intelligent network control to create frequency blocks that can be assigned to different customers.

“Today we’re introducing a new way for CSPs to tackle skyrocketing data demand and diminishing margins. Optical spectrum in fiber networks can now be sliced and offered as differentiated services to multiple end users. This gives CSPs a completely fresh business case and a brand new area for revenue growth,” said Stephan Rettenberger, SVP, marketing and investor relations, ADVA. “Our unique open line system is the key to realizing the full benefits of the spectrum-as-a-service approach. Its spectrum gateway functionality and advanced optical layer control empower CSPs to elastically allocate optical spectrum to services and deliver virtually unlimited capacity. What’s more, with optical spectrum services, CSPs can put their end customers in control like never before.”

“Up until now, CSPs have been unable to monetize the vast amounts of unused spectrum in their networks. But thanks to advances in coherent optics, programmable flexgrid technology and intelligent network control, spectrum as a service is now a real and affordable option. CSPs can use the approach to unleash the full value of their fiber assets,” commented Jörg-Peter Elbers, SVP, advanced technology, ADVA. “Following multiple spectrum-as-a-service proof-of-concepts involving several partners and spanning different network domains, we're now removing the limits on fiber capacity for CSPs across the world. With this launch, we're unlocking the potential of today's fiber infrastructure and ushering in a new age of flexible, future-proof growth.”

https://www.adva.com/en/newsroom/press-releases/20200312-adva-unlocks-network-potential-with-spectrum-as-a-service

Mellanox ships its 12.8 Tbps Ethernet switch

Mellanox Technologies announced the first customer shipments of its new 12.8 Tbps Ethernet switch platform, which is optimized for Cloud, Ethernet Storage Fabric, and AI interconnect applications.

The Mellanox SN4000 family, which is powered by its Spectrum-3 ASIC, supports a combination of up to 32 ports of 400GbE, 64 ports of 200GbE and 128 ports of 100/50/25/10GbE. The SN4000 platforms complement the 200/400GbE SN3000 leaf switches to form an efficient and high bandwidth leaf/spine network.

Mellanox  said its Spectrum-3 boasts tunneling, and network virtualization capabilities with its advanced FlexFlow packet processing technology, and WJH (What Just Happened)™ based real-time telemetry.

Highlights

  • Up to 128 ports of 100GbE, 64 ports of 200GbE or 32 ports of 400GbE
  • Up to 200,000 NAT entries, and 1 Million on-chip routes
  • Fully shared packet buffer to maximize burst absorption and deliver fair bandwidth sharing
  • RoCE-Ready one-click configuration with hardware-accelerated, end-to-end congestion management to simplify networking for storage, AI, and big data workloads
  • FlexFlow™ programmable pipeline which delivers rich network processing capabilities at an unprecedented scale
  • WJH™ based granular telemetry to simplify network operations and dramatically reduce mean time to issue resolution
  • Simultaneous NRZ and PAM4 port speeds allowing flexible configurations
  • Dual stack IPV4 and IPV6 protocol operation
  • Support for overlay protocols including EVPN, VXLAN-GPE, MPLS-over-GRE/UDP, NSH, NVGRE, MPLS/IPv6 based Segment routing and more
  • Flowlet-based adaptive routing maximizes performance and network utilization for layer-3 fabrics with high cross-sectional bandwidth
  • Support for customer-defined, on-switch, containerized microservices with complete SDK access to host management, orchestration, and telemetry applications.


“Mellanox Spectrum-3 offers better performance, more advanced features, and easier management than any other 12.8 terabit switch,” said Amit Katz, vice president of Ethernet switches at Mellanox. “Our VXLAN support features single-pass routing for more than 500,000 tunnels, making Mellanox Spectrum-3 the best switch not only for cloud data centers, but for any networking deployment supporting virtualization, containers, or microservices.”

Ranovus, IBM, TE Connectivity and Senko team on Co-Packaged Optics

Ranovus has formed a strategic collaboration with IBM, TE Connectivity, and Senko Advanced Components to create an ecosystem to design and manufacture multi-vendor solutions for Co-Packaged Optics applications in data center.

RANOVUS will provide its Odin silicon photonics engine, which incorporates the company’s multi-wavelength Quantum Dot Laser (QDL), 100Gbps Silicon Photonics based Micro Ring Resonator modulators and photodetectors, 100Gbps Driver, 100Gbps TIA and control Integrated Circuits in a power efficient and cost-effective EPIC in a single chip.

IBM will provide optical interconnect technologies that enable automated and scalable assembly for co-packaged optics. IBM’s fiber V-groove interconnect packaging technology is a robust and reliable assembly technique to interface optical fibers to silicon photonics devices. This process makes use of passive alignment techniques and achieves low insertion loss across a wide spectral range in both the O-band and C-band regimes. The solution is scalable in physical channel count and the automated process provides a path to high-volume manufacturing of co-packaged optics.

TE will demonstrate its CP fine pitch socket technology combined with thermal management using Thermal Bridge technology to illustrate integrated co-packaging solutions. TE’s co-packaged (CP) fine pitch socket interposer technology enables integration of small chipset and optical engine component technologies into high-value co-package assemblies with reworkable and interoperable interfaces.  The signal integrity performance of the CP fine pitch socket interposer technology can be critical to 100 Gbps high density electrical packaging requirements.  The integration of TE’s thermal bridge technology completes the assembly by providing an innovative solution for thermal management of the switch, serializer/deserializer (SerDes), and optics necessary for high reliability and long operating life.

SENKO will demonstrate its fiber optic connectivity solutions for optical coupling, on-board/mid-board, and faceplate. SENKO’s fiber optic connectivity solutions for optical coupling, on-board/mid-board, and faceplate support 100Gbps/lane and beyond Co-Packaged Optics equipment designs. These include low profile and precision Fiber coupler assemblies, micro sized on-/mid-board connectors, reflow compatible connector assemblies, and space saving connector options for faceplate. These will provide more efficiency, scalability, and flexibility in designs for Co-Packaged Optics equipment.

The companies said the co-packaging of optics and Ethernet switch ICs is a natural next step to reduce the power consumption burden of the electrical I/Os in the data center networking equipment.  The transition of the Ethernet switch IC SER/DES from 50Gbps to 100Gbps, in 25.6Tbps and 51.2Tbps switch configurations, presents a unique inflection point in the architecture of the Ethernet switch systems.

Federated Wireless extends spectrum controller to the 6 GHz Band

Federated Wireless extended its Spectrum Controller platform to enable spectrum sharing in the 6 GHz band.

The new Spectrum Controller functionality is currently deployed in trials and is expected to be available for commercial use by the end of 2020.

Federated Wireless said the new capabilities represent a significant leap forward for the wireless industry and for U.S. operators and enterprises that will soon be able to take advantage of unlicensed use of 1,200 MHz of spectrum in the 6 GHz band. The 6 GHz band currently is set aside for licensed users, including carriers and MVNOs, who have deployed thousands of point-to-point microwave links to backhaul network traffic.

“6 GHz is the next frontier for shared spectrum services and equitable access to it, enabled and ensured by our Spectrum Controller, promises to greatly advance the deployment of Wi-Fi 6 and 5G in the U.S.,” said Federated Wireless CEO Iyad Tarazi. “This new technology builds on our long-standing leadership in managing shared spectrum in the 3.5 GHz CBRS band and on the extensive partner ecosystem we have developed to deliver shared spectrum services.”

Federated Wireless is working closely with its partners in development and deployment of the AFC and associated technologies to enable Wi-Fi 6 and 5G deployment in 6 GHz. These include carriers, MVNOs, Wi-Fi vendors and systems integrators who are collaborating to enhance wireless connectivity for businesses and consumers across the U.S.


Broadcom hits its Q1 target but withdraws guidance due to COVID-19

Broadcom reported revenue of $5.858 billion, up 1% yoy, for its first quarter of fiscal year 2020, ended February 2, 2020, but withdrew financial guidance for the rest of the year due to uncertainty about the COVID-19 crisis.

GAAP net income for the quarter was $385 million, with diluted EPS of $0.74, and non-GAAP diluted EPS of $5.25.

"Our first fiscal quarter results were in line with our expectations, with our networking, storage and broadband businesses together growing nicely year over year," said Hock Tan, President and CEO of Broadcom Inc. "The fundamental semiconductor backdrop has been improving, and we did not see any material impact on our businesses due to COVID-19 in our first quarter. However, visibility in our global markets is lacking and demand uncertainty is intensifying. As a result, we believe it prudent to withdraw our annual guidance until visibility returns to pre COVID-19 levels."

"We generated over $2.2 billion in free cash flow in the quarter, which represented 9% growth on a year on year basis," said Tom Krause, CFO of Broadcom Inc. "We ended the first quarter with over $6.4 billion of cash on hand and our cash flow outlook remains healthy. As a result, we are well positioned to continue to support our dividends to stockholders despite the challenging market backdrop."

https://investors.broadcom.com/events/event-details/q1-2020-broadcom-earnings-conference-call


Sparkle buys more capacity on FA-1 transatlantic cable

Sparkle, the first international service provider in Italy and among the top ten global operators, will add more spectrum capacity over the Flag Atlantic (FA-1) transatlantic system connecting Paris and London to New York.

Under the agreement, Global Cloud Xchange (GCX) will provide additional terabit of capacity on the current transatlantic connectivity, thus enabling Sparkle to offer even faster and more reliable City2City connectivity and Seabone IP Transit services over one of the world’s most growing corridors.

“By partnering with GCX we significantly enhanced our connectivity offer between Europe and the Americas,” said Daniele Mancuso, Chief Marketing Solutions & Business Development Officer at Sparkle. “GCX’s network gives us  unparalleled access to secure and stable bandwidth.”


U.S. enacts Secure Trusted Telecommunications Network Act

The Telecommunications Industry Association (TIA) applauded the President's signing of the Secure Trusted Telecommunications Network Act.

The legislation prohibits federal subsidies from being used to purchase communications equipment or services posing national security risks, and provides for the establishment of a reimbursement program for the replacement of communications equipment or services posing such risks.

David Stehlin, TIA’s Chief Executive Officer, issued the following statement:

“As 5G deployment continues to advance, ensuring trusted and secure communications networks is critical for our economic and national security. The Secure Trusted Telecommunications Network Act is an important step forward in the United States’ efforts to safeguard the integrity of our communications networks by supporting efforts to replace at-risk equipment with equipment from trusted suppliers. TIA applauds President Trump for taking swift action to sign this important bill into law, and we look forward to continuing to be a resource for Congress, the Administration, and all policymakers on this critical issue.

U.S. Senate passes "rip and replace" bill


The U.S. Senate voted unanimously to approve a "rip and replace" bill to drive the rapid replacement of telecom gear deemed to be a national security threat, namely Huawei and ZTE. The House already passed similar legislation in December. Up to $1 billion would be made available through the FCC to help smaller telecom operators comply with the new requirements. President Trump is expected to sign the bill into law.

Wednesday, March 11, 2020

Telia Carrier launches SD-WAN leveraging its cloud-scale backbone

Telia Carrier has launched an advanced SD-WAN service that leverages its global and cloud-scale Internet backbone. The end-to-end networking solution, which is based on Cisco's Viptela SD-WAN technology, provides superior visibility, agility and control beyond the traditional WAN perimeter.

In 2017, Telia Carrier, via its parent company Telia Company, was the first European service provider to launch SD-WAN. The company is now strengthening its offering to meet the growing demands of global enterprises in Europe, North America, and parts of Asia. Enterprises will benefit from Telia Carrier’s unique cloud-scale internet backbone, ranked number 1 in the world (Dyn Research), as the underlay, which complements the resilient overlay it can build on Cisco’s SD-WAN platform.

“We see tremendous opportunities to help global enterprises with their digital transformation journeys through the ‘cloudification of networking’ – using a centralized, unified, cloud-based controller that covers the extended WAN environment, with the support of our backbone as the primary underlay and an award-winning customer experience,” said Staffan Göjeryd, CEO, Telia Carrier.

“SD-WAN has the capability to deliver transformative results for organizations looking to harness the power of a cloud-based consumption model,” said Erin Dunne, Director of Research, Vertical Systems Group. “Telia Carrier has a unique advantage as the operator of one of the world's largest global internet backbones to simplify the adoption of SD-WAN using their established ecosystem. By combining the latest developments in SD-WAN with proven carrier solutions, Telia Carrier is addressing current migration challenges in this market.”

“SD-WAN has emerged as the connective tissue of the digital enterprise, enabling organizations to deliver applications to users with full visibility, control, security and performance across branches, campuses and clouds,” said JL Valente, vice president of product management, managed services for Cisco’s Intent Based Networking Group. “Telia Carrier’s new global SD-WAN managed service brings together Cisco’s leadership in SD-WAN and security with Telia Carrier’s powerful internet backbone to give customers an easy to deploy managed solution that keeps remote users secure and ensures a consistent user experience.”

Telia Carrier's 400GE-ready IP backbone powered by Cisco NCS5500 routers

Telia Carrier has launched a full-scale, 400GE-ready network supported by Cisco NCS5500 series routers.

The launch follows Telia Carrier’s successful deployment of more than 10,000 new 100GE ports during 2019 using the same platform.

Telia Carrier’s customer base now exceeds 2,000 customers in more than 120 countries.

Cisco said the ongoing standardization of 400GE coherent technologies also incentivises new, simplified and partially disaggregated IP over DWDM architectures. The NCS5500 will play a key role in realizing Telia Carrier’s ambitions to spearhead that wave as they are already deploying open optical line systems across several continents.

“Conventional architectures and technologies built on decades of accumulated complexity and yesterday's truths fall short in helping us keep up with customer demands for more, consistent bandwidth and a high-quality experience. This is especially true as more value is shifting to software, hardware cycles are becoming shorter and ongoing 400G standardization is poised to finally disrupt the optical networking market,” said Staffan Göjeryd, CEO, Telia Carrier. “With Cisco leading the market in high capacity transport, they were the perfect fit to help us reach this monumental milestone to continue to perform at the highest calibre, while also reducing costs.”

“We are aligned in our mission to make connections reach further and bring the world closer through innovative technology,” said Kevin Wollenweber, Vice President of Networking, Cisco Service Provider Business. “Combining Cisco’s cloud-scale technology with the strength of the Telia Carrier network, we are helping Telia Carrier customers across more than 120 countries realize the full potential of what the Internet for the Future can do for them.”

http://thenetwork.cisco.com

QSFP-DD800 MSA releases initial 800G transceiver spec

The Quad Small Form Factor Pluggable Double Density 800 (QSFP-DD800) Multi Source Agreement (MSA) group has released a new hardware specification for the QSFP-DD800 transceiver form factor.

The new QSFP-DD800 1.0 specification is intended to be incremental to the existing QSFP-DD 5.0 specification. As signal integrity and thermal performance remain imperative, the transceiver pads have been optimized to improve signal integrity for 100 Gbps performance per lane without affecting backwards compatibility. The new specification additionally defines a novel 2x1 connector/cage, with cabled upper ports as an option to address signal loss issues associated with tradition PCBs. Looking ahead, QSFP-DD800 promoters will continue to work on new connector/cage variants, including 2x1 SMT versions that operate at 100 Gbps per lane.

The MSA group was formed to advance the development of high-speed, double-density QSFP modules which support 800 Gbps connectivity and includes the following promoters: Broadcom, Cisco, II-VI, Intel, Juniper Networks, Marvell, Molex and Samtec.

“In the short time our group has collaborated, we are thrilled to introduce this first specification for the next generation of the QSFP family of modules,” said Scott Sommers, co-chair of the QSFP-DD800 MSA. “As signal integrity and thermal management remain challenges for the optical communications industry, our MSA group is confident that its solutions will meet performance needs.”

“With their superior system integration and design flexibility, QSFP modules continue to be the cornerstone in building next generation networks and network equipment, especially as port speeds increase to 800G,” said Mark Nowell, co-chair of the QSFP-DD800 MSA. “Furthermore, their ability to increase switch and routing bandwidth density without sacrificing backwards compatibility with QSFP-DD, QSFP56 and QSFP28 modules provide network operators tremendous commercial and operational advantages.”

http://www.qsfp-dd800.com

Lumentum introduces 980nm high-power pump lasers

Lumentum introduced a series of advanced 980 nanometer (nm) single-mode pump lasers that offer significantly higher power and higher efficiency, enabling high-density erbium-doped fiber amplifier (EDFA) designs.

Lumentum said its new pump lasers employ revolutionary chips that are based on Lumentum's field-proven, proprietary, high-reliability technology, but offer operating power levels from 250 mW to 1600 mW.

Highlights

  • The new 5200 Series is designed for undersea optical applications that require ultra-high reliability when pumping EDFAs in submarine repeaters and branching units. The new uncooled laser offers increased operating power up to 800 mW. Additionally, by employing new and innovative advancements in chip technology and high-reliability packaging, the 5200 Series improves customers' overall optical performance. The 5200 Series will be available in July 2020.
  • The H11 Series, an uncooled 3-pin low-profile planar pump laser with up to 250 mW output power, significantly reduces the overall pump laser size and power consumption. This laser series employs both an innovative distributed feedback (DFB) laser chip, which integrates a high-power laser and grating into a single high-reliability laser die, and an improved package design. The H11 Series provides a noise-free, narrowband spectrum under temperature, drive current, and optical feedback changes. The H11 Series will be available in May 2020.
  • The new D2 Series dual-chip 980 nm pump laser provides up to 1.6 W total optical output in a low-profile 14-pin butterfly package. The D2 Series also incorporates an innovative next-generation chip and semi-autonomous assembly technology, which significantly improves power and density. The D2 Series will be available in July 2020.

MACOM announces 96 GBaud TIA and driver for 600Gbps and 800Gbps

MACOM released a dual channel 96 GBaud transimpedance amplifier (TIA) and quad-channel modulator driver for coherent optical networking applications.

The company said its new dual-channel TIA MATA-009806 and quad-channel driver MAOM-009408 offer customers the high bandwidth, low noise and low power consumption to enable Integrated Coherent Receivers (ICRs), High Bandwidth Coherent Driver Modulators (HB-CDMs) and Integrated Coherent Transmit-Receive Optical Sub-Assemblies (ICTROSAs) operating at up to 800Gbps in Telecom and DCI applications.


  • The MATA-009806 is a dual-channel linear TIA for coherent receivers supporting baud rates up to 96 GBaud and complex modulation formats such as 64QAM. With built-in automatic gain control (AGC) and transimpedance gain of up to 5KΩ, the TIA has 60GHz of bandwidth and ultra-low noise to support applications from long haul to DCI. The device is available to customers in bare die form.
  • The MAOM-009408 is a high-performance quad channel modulator driver also supporting 96 GBaud symbol rates. The part has up to 19 dB of gain with 15 dB of gain range and a maximum output voltage of 3 Vpp differential. The device is designed to be directly DC coupled to an optical modulator for maximum bandwidth, minimum size and minimum power dissipation. The device is available to customers in bare die form.


http://www.macom.com/applications/optical-networking

MACOM intros 25G photodiode Fabry-Perot laser

MACOM announced the availability of its 25G Avalanche Photodiode (APD) and 25G Fabry-Perot (FP) Laser optical components for 5G Wireless and Datacenter applications.

  • The APD28A is a back-illuminated 25G APD covering both O- and C-Bands with a usable wavelength range of 1250nm to 1650nm. The Photodiode features greater than 20GHz (3dB) bandwidth, with very high sensitivity of -22dBm when coupled to a low noise amplifier for transmission applications. The device performance enables customers to design optical sub-assemblies and transceivers suitable for 5G wireless mid-haul and long-haul networks, and extended reach (ER4) applications for 100Gbps, 200Gbps and 400Gbps Data Center applications. MACOM will offer the 25G APD as bare die and a chip-on-carrier format to provide maximum design flexibility to customers.
  • The MAOD-131F25 is a directly modulated high speed 25Gbps 1310nm Fabry-Perot laser diode with a wide operating temperature range of -40oC to +95oC. The device leverages MACOM’s patented and proven Etched Facet Technology (EFT) enabling scalability to high volume manufacturing. The 25G FP laser is ideally suited to enable customers’ 5G LTE fronthaul short reach applications as well as low cost 100Gpbs parallel single mode fiber (PSM4) application for datacenters.MACOM will offer the 25G Fabry-Perot laser in a TO-Can package.

http://www.macom.com/applications/optical-networking

Lumentum delivers externally modulated lasers for 100G PAM4

Lumentum introduced three new high-speed datacom laser chips to enable the growth of future hyperscale data centers and 5G wireless applications.

  • 100G PAM4 Uncooled EMLs for Next-Generation Data Centers - Lumentum PAM4-optimized 53 Gbaud EMLs enable full C-temp transceiver designs without using a TE cooler. As a long-standing leader with expertise in complex EML technology, Lumentum has developed an industry-first uncooled, self-hermetic EML. Available to sample in Q3 2020, this laser chip will lead the transition in data center infrastructure from 100G to 400G by enabling a wide-temperature range and high-performance 2 km PAM4 modules.
  • 50G PAM4 VCSELs for High-Speed Short Reach Optical Networks - Enabled by its advanced 6-inch GaAs wafer foundry and its experience producing high-reliability 3D sensing VCSELs at high-volume, the Lumentum 50G (28 Gbaud) VCSEL provides unprecedented uniformity at scale. In addition, the VCSEL is suitable for non-hermetic applications from 0ºC to 80ºC, delivers extremely high yields, and is RoHS10 and Telcordia GR-468 compliant. This solution will be available to customers in Q2 2020.
  • 50G PAM4 DMLs for 5G Mid-haul, Backhaul, and Hyperscale Data Centers - Lumentum DMLs use a sophisticated cavity design to operate over wide and demanding temperature ranges. Offering higher-bandwidth, the 50G PAM4 (28 Gbaud) DMLs provide the equivalent performance of an EML, but in a smaller and more cost-effective footprint. This product is now available for sampling.

"To sustain the expected growth in these markets, customers critically need an experienced supplier that can provide high performance, high quality, and scalability," said Senior Vice President and General Manager, Datacom, Walter Jankovic. "At Lumentum, we leverage our high-volume manufacturing capability, unmatched materials, and laser device expertise in Indium Phosphide (InP) and Gallium Arsenide (GaAs), to meet our customer expectations for chip innovation at scale."

OFC Keynote: Celebrating 50 years of Light-speed Connections

From OFC 2020 in San Diego, here is a recording of the special keynote: Celebrating 50 years of Light-speed Connections.

This 50-minute video features a tribute to the many innovators over the past 5 decades, along with commentary from David Welch, founder & chief innovation officer, Infinera.

https://events7.mediasite.com/Mediasite/Play/747ae78e651e4380989bcef3ed42146e1d




IDC: Worldwide Ethernet switch sales dipped 2% in 4Q19

The worldwide Ethernet switch market (Layer 2/3) recorded $7.6 billion in revenue in the fourth quarter of 2019 (4Q19), a decline of 2.1% year over year, according to the International Data Corporation (IDC) Worldwide Quarterly Ethernet Switch Tracker and Worldwide Quarterly Router Tracker. For the full year 2019, the market recorded $28.8 billion in revenue for a year-over-year growth rate of 2.3%. Meanwhile, the worldwide total enterprise and service provider (SP) router market recorded $4.2 billion in revenue in 4Q19, a decrease of 7.7% on a year-over-year basis. For the full year 2019, the router market finished at $15.5 billion, essentially staying flat with an increase of 0.4% over 2018. These results are according to

"The Ethernet switch and router markets showed weakness in the final quarter of 2019, driven by a variety of factors. Macro-economic issues continued to impact the global economy from the ongoing trade war between the U.S. and China to growing clarity about Brexit. While the rise and spread of the novel coronavirus, COVID-19, did not impact these 4Q19 results, it will not ease these pressures in the early part of 2020 where we expect this softness to continue," said Rohit Mehra, vice president, Network Infrastructure at IDC. "Despite these headwinds, enterprises are still prioritizing investments in digital platforms in order to transform their businesses and keep pace with competitors, which will ultimately continue to buoy spending in the networking market over the long term."

Some highlights from IDC:

  • Growth in the Ethernet switch market continues to be driven by high speed switching platforms. 
  • 100Gb Ethernet switch revenues grew 24.7% year over year in the quarter and made up 18.3% of the market, down just slightly from 19.6% in the prior quarter. 
  • 100GbE shipments reached 5.8 million ports and $1.4 billion in revenue in 4Q19. 
  • 25GbE switch ports continue to see strong growth with port shipments rising 57.1% year over year in the quarter and up 7.4% sequentially. 
  • 10GbE port shipments grew 7.0% year over year while revenues decreased 13.0%. 10GbE made up 27.3% of all 2019 Ethernet switching revenues. 
  • 1Gb remains the primary connectivity technology for enterprise campus and branch deployments, driving 1Gb port shipments to 133.6 million in 4Q19, growing 4.1% year over year, and making up 67.8% share of all ports shipped in the quarter and 40.3% of Ethernet switching revenues.
  • The combined enterprise and service provider router market had mixed results across the world, with APeJ falling 12.4% year over year in 4Q19 and down 1.1% for the full year. 



Company highlights

  • Cisco's 4Q19 Ethernet switch revenues were down 6.4% year over year giving the company a 50.9% market share. For the full year 2019, Cisco switching revenues were flat, rising 0.1% over 2018. In the hotly contested 25GbE/100GbE segment, Cisco remains the market leader with 39.7% share in 4Q19. Cisco's combined service provider and enterprise router revenue fell 18.5% year over year in 4Q19 and was off 3.4% for the full year giving the company 37.2% share in 2019.
  • Huawei's Ethernet switch revenue grew 8.9% year over year in 4Q19 and was up 7.8% in 2019 compared to 2018. This gives Huawei 9.6% market share for the full year. Huawei's enterprise and SP router revenue fell 4.1% year over year in 4Q19 but rose 4.1% for the full year, giving the company 29.8% market share in 2019.
  • Arista Networks' Ethernet switching revenue fell 11.1% year over year in 4Q19 but rose 9.8% for the full year. 100GbE revenues for Arista cooled somewhat in 4Q19 falling 19.7% compared to 3Q19. Arista's market share in the broader Ethernet switch industry stood at 7.0% at the end of 2019, up from 6.5% year over year.
  • Hewlett Packard Enterprise's (HPE) Ethernet switch revenues were off 15.9% year over year in 4Q19. This contributed to a decline of 9.1% in annual revenues in 2019, putting the company's full-year market share at 5.4% compared to 6.1% at the end of 2018.
  • Juniper's Ethernet switch revenues rose 11.7% year over year in 4Q19 but were off 7.2% for the full year. Juniper's 4Q19 router revenues declined 4.6% year over year and were off 11.7% for the full year. The company finished 2019 with 13.2% market share in the service provider routing market, down from 14.7% in 2018.

Department of Commerce extends export license to Huawei

The U.S. Department of Commerce has extended export licenses to Huawei Technologies Co. Ltd. and its non-United States affiliates (Huawei) for U.S. suppliers through May 15, 2020.

At the same time, the Bureau of Industry and Security (BIS) announced it is seeking public comments on the continuing need for, and scope of, possible future extensions of the Temporary General License (TGL) for Huawei.  The Department notes that its initial TGL from May 2019 and the three extensions that followed were intended to allow time for companies and persons to shift to alternative sources of equipment, software, and technology (e.g. those not produced by Huawei or one of its listed affiliates).

Semtech releases PAM4 CDR Platform for 200G and 400G

Semtech announced production availability of its "Tri-Edge" CDR SR solutions to enable next-generation data center multi-mode interconnectivity. There are two new devices:

  • GN2558 is a quad PAM4 CDR with an integrated VCSEL driver
  • GN2559 is a quad PAM4 CDR with an integrated linear transimpedance amplifier (TIA).

The GN2558 CDR includes proprietary VCSEL compensation to enable a wide range of VCSEL options with fully adaptive input equalization and fast startup to streamline system bring up. The GN2559 linear TIA and CDR provides superior receiver performance with fast adaptation and startup. The GN2559 includes configurable output equalization enabling robust electrical interfaces.

“Semtech has successfully demonstrated the inter-working of its chipset solution on 400G ports for commercial Ethernet switches over 70m of OM3 fiber and 100m of OM4 fiber,” said Julius Yam, Senior Product Line Manager in Semtech’s Signal Integrity Products Group. “The GN2558 and GN2559 ICs provide the highly desired low power, low latency analog solution to meet the needs of high-performance computing (HPC), artificial intelligence (AI) and Cloud data center networks. This chipset is also fully compliant to the 200G-SR4 Open Eye MSA specification.”

http://www.semtech.com/optical

Tuesday, March 10, 2020

State of NFV: Containerizing the Telco Cloud

In 2019, NFV pretty much became mainstream. This year, the term is becoming irrelevant, says  Ron Haberman, CTO of Nokia Software, thanks to the shift to containers and the expansion capabilities into public cloud. This 5-minute video offers insights into the containerization of telcos clouds.

https://youtu.be/Pfn5RnNi-ok



Aruba launches Passpoint-based Wi-Fi service for mobile operators

Aruba is launching a roaming service for mobile operators that will enable cellular subscribers to securely and automatically roam onto participating Aruba enterprise Wi-Fi networks.

Aruba Air Pass promises a seamless hand-off between cellular and Wi-Fi networks, without sacrificing security or quality of service.

For existing Aruba enterprise customers, the new Air Pass service will use existing enterprise Wi-Fi infrastructure as a cost-effective alternative to deploying indoor small cells or distributed antenna systems (DAS).

When used in conjunction with Aruba Air Slice, an Aruba technology that improves radio performance, telcos can extend their 5G footprint into the enterprise and enable seamless Wi-Fi calling and gigabit-class guaranteed performance.

Aruba believes global telcos will support the service because the enterprise Wi-Fi network effectively becomes a seamless on-ramp and offload point for 5G services.

“The combination of Aruba Air Pass with Aruba Air Slice gives telcos the ability to extend the reach of their 5G networks into the enterprise while economically improving the overall end user experience,” said Jeff Lipton, vice president of Strategy and Corporate Development at Aruba, a Hewlett Packard Enterprise company. “Devices that associate with an enterprise network using Aruba Air Pass may then use their Wi-Fi connections to access applications and services, such as making and receiving calls and text messages, based on their roles and permissions.”

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