Tuesday, July 27, 2021

Fiber Connect 2021 Highlights

With the United States on the brink of approving a broadband infrastructure investment plan potentially worth tens of billions of dollars, the fiber industry gathered this meet in Nashville, Tennessee for Fiber Connect 2021. The sold-out event attracted over 2,000 attendees representing several hundred telecom operators, including incumbents, new entrants, cable operators and municipal utilities -- all focused on the next gen of fiber broadband rollouts.

For many attendees, this was the first industry event since the outset of the pandemic.

Gary Bolton, President & CEO, Fiber Broadband Association, shares some highlights.

https://youtu.be/ROPZyDnu1fE

The Fiber Broadband Association is setting up a new Research Advisory Program led by former Gartner Principal Analyst Deborah Kish to quantify and qualify the economic, societal and community impact of fiber broadband in the U.S. and Latin America.

In addition, the Fiber Broadband Association (FBA) recognized two outstanding individuals and one organization for their accomplishments and continued commitment to advancing the fiber industry: 

  • 2021 Chairman’s Award: Ben Moncrief, SVP Strategic Relations, C Spire 
  • 2021 Star Award: Lit Communities 
  • 2021 Photon Award: Mark Boxer, Technical Manager, Solutions and Applications Engineering Manager, OFS 

 “The Fiber Broadband Association is proud to award these recipients for their efforts to advance fiber connectivity forward and create a better broadband future for communities and businesses across North America,” said Gary Bolton, CEO at Fiber Broadband Association. “Fiber is the critical infrastructure that will support the technological innovation, economic development and diversity we need today, and we are humbled by the dedication these men and women have shown to advance the world forward through fiber broadband.”

Microsoft Azure revenue leaps ahead 51% yoy

 Microsoft reported Q2 revenue of $46.2 billion, up increased 21%, and net income of $16.5 billion, up 47% yoy. Diluted earnings per share was $2.17 and increased 49%.


“We are innovating across the technology stack to help organizations drive new levels of tech intensity across their business,” said Satya Nadella, chairman and chief executive officer of Microsoft. “Our results show that when we execute well and meet customers’ needs in differentiated ways in large and growing markets, we generate growth, as we’ve seen in our commercial cloud – and in new franchises we’ve built, including gaming, security, and LinkedIn, all of which surpassed $10 billion in annual revenue over the past three years.”

Revenue in Productivity and Business Processes was $14.7 billion and increased 25% (up 21% in constant currency), with the following business highlights:

  • Office Commercial products and cloud services revenue increased 20% (up 15% in constant currency) driven by Office 365 Commercial revenue growth of 25% (up 20% in constant currency)
  • Office Consumer products and cloud services revenue increased 18% (up 15% in constant currency) and Microsoft 365 Consumer subscribers increased to 51.9 million
  • LinkedIn revenue increased 46% (up 42% in constant currency) driven by Marketing Solutions growth of 97% (up 91% in constant currency)
  • Dynamics products and cloud services revenue increased 33% (up 26% in constant currency) driven by Dynamics 365 revenue growth of 49% (up 42% in constant currency)

Revenue in Intelligent Cloud was $17.4 billion and increased 30% (up 26% in constant currency), with the following business highlights:

  • Server products and cloud services revenue increased 34% (up 29% in constant currency) driven by Azure revenue growth of 51% (up 45% in constant currency)

Revenue in More Personal Computing was $14.1 billion and increased 9% (up 6% in constant currency), with the following business highlights:

  • Windows OEM revenue decreased 3%
  • Windows Commercial products and cloud services revenue increased 20% (up 14% in constant currency)
  • Xbox content and services revenue decreased 4% (down 7% in constant currency)
  • Search advertising revenue excluding traffic acquisition costs increased 53% (up 49% in constant currency)
  • Surface revenue decreased 20% (down 23% in constant currency)

https://www.microsoft.com/en-us/Investor/earnings/FY-2021-Q4/press-release-webcast



Google extends depreciation lifecycle for servers and networking gear

Alphabet reported Q2 revenue of $61.880 billion, up 62% over the same period last year.

Sundar Pichai, CEO of Google and Alphabet, said: “In Q2, there was a rising tide of online activity in many parts of the world, and we’re proud that our services helped so many consumers and businesses. Our long-term investments in AI and Google Cloud are helping us drive significant improvements in everyone’s digital experience.”

“Our strong second quarter revenues of $61.9 billion reflect elevated consumer online activity and broad-based strength in advertiser spend. Again, we benefited from excellent execution across the board by our teams,” said Ruth Porat, CFO of Google and Alphabet.

Google noted an accounting change regarding is networking and server equipment depreciation. The company has adjusted the useful lives of  servers from three years to four years and the estimated useful life of certain network equipment from three years to five years. 

https://abc.xyz/investor/

Digital Realty advances its Fabric-of-Fabrics with Zayo collaboration

Digital Realty is advancing its efforts to build "the largest open fabric-of-fabrics" interconnecting key centers of data exchange via a partnership with Zayo Group Holdings.  

Zayo, will help to lay the physical and virtual foundations of a new open fabric. 

"As businesses continue to shift globally towards hybrid IT to enable new digital workplace models, create new lines of business, and control costs, Zayo and Digital Realty are in an excellent position to enable customers' growth through a shared interest in globally secure, software-defined interconnection," said Brian Lillie, Chief Product and Technology Officer at Zayo.  "We look forward to working together to power next-generation interconnection and security capabilities that will unlock the true potential of digital transformation." 

Digital Realty notes that its PlatformDIGITAL already brings together over 4,000 participants in connected data communities around the world. The new collaboration also follows Digital Realty's recent announcement of its plan to build native SDN-enabled multi-platform orchestration and global fabric connectivity across its global platform. 

"We're excited to advance our roadmap for removing the legacy interconnection barriers that continue to impede enterprise digital transformation initiatives," said Digital Realty Chief Technology Officer Chris Sharp.  "Our platform capabilities and the steps we are taking in collaboration with Zayo will serve as a force-multiplier in building the industry's largest open fabric-of-fabrics to effectively address the growing intensity of enterprise data creation and its gravitational impact on IT architectures." 


Digital Realty's Manifesto: Enabling Connected Data Communities

Digital Realty published a manifesto called "Enabling Connected Data Communities" that offers a collaborative roadmap for interconnection partners to build an "open fabric of fabrics connecting centers of data." The company says its manifesto represents a vision, a solution approach and a call to action to remove legacy barriers across the interconnection industry, and tackle the challenges of data gravity head-on. 

"We are laying out our industry manifesto and a call to action today to remove legacy barriers in the interconnection industry to address data gravity," said Chris Sharp, Chief Technology Officer at Digital Realty. "We look forward to engaging with industry participants as we shape our vision for a fabric of fabrics that will unlock new opportunities and value for all sectors. We will be an industry steward championing this shift and together we can tackle data gravity head-on and build a new era of open, secure and dynamic connected data communities globally."

As outlined in the manifesto, Digital Realty will take the following specific actions to support the industry's transformation to a data-centric architecture:

  • Extending the coverage, capacity, connectivity and control capabilities of its PlatformDIGITAL. The idea is for local copies of private, shared and public data sets to be integrated as part of decentralized workflows which originate and traverse across multiple internal and external platforms, with policy enforcement controls, real time analytics and interactive cross-platform orchestration. 
  • Developing new native orchestration and native fabric connectivity options to further this industry shift. 
  • Integrating the IP and engineering team of Raleigh, NC-based Pureport, adding in-house network software development to support the company's vision of building open, SDN-enabled cross platform orchestration with multiple industry partners. 
  • Extending its global partnership with Megaport on its Service Exchange offering, continuing the companies' long-standing collaboration on open orchestration, and aims to accelerate integration with Interxion's Cloud Connect interconnection product in EMEA. 
  • Digital Realty will create a native direct network path between its global campuses, offering new industrialized multi-path options in collaboration with industry-leading partners.

Digital Realty also noted that over the last year, it has seen the uptake of virtual interconnection increase by 27% for its Service Exchange offering and 46% for its Cloud Connect product across Digital Realty's global portfolio of over 290 data centers, as the company expanded coverage from 36 metros in 2019 to now cover 49 metros and increased its presence from 15 countries to now address 24 countries globally.

  • In March 2020, Digital Realty significantly expanded its global coverage in completing its combination with Interxion. The combined entity added 53 new data centers in EMEA to the company's global portfolio and incorporated key assets such as the submarine landing cable station and Internet hub in Marseille, France. As a result, customers now have access to more than 700 providers on PlatformDIGITA in EMEA alone. Globally, participants in Digital Realty's connected data communities more than doubled from 2,000 to over 4,000 in 2020.
  • Growth in peering traffic volumes on the Digital Realty Internet Exchange (DRIX) also led customers to increasingly migrate to a new baseline for peering connectivity, with adoption of 100G ports growing 70%, and total port capacity on DRIX growing 46% year on year.
  • Across Digital Realty's global portfolio of more than 290 data centers, the pace of network cross-connect deployments has also accelerated in the last year, growing to a total of over 168,000 by the end of 2020, up 88,000 from the previous year.

Juniper reports Q2 sales of $1.2 billion, up 8% yoy, supply chain constraints

 Juniper Networks reported Q2 net revenues of $1,172.3 million, an increase of 8% year-over-year and an increase of 9% sequentially. Non-GAAP net income was $141.0 million, an increase of 21% year-over-year, and an increase of 43% sequentially, resulting in non-GAAP diluted earnings per share of $0.43.


“We reported better than expected results, a second consecutive quarter of double-digit product revenue growth and record product orders during the June quarter,” said Juniper’s CEO, Rami Rahim. “Our experience-first strategy is working, our teams are executing well and the investments we have made both in our customer solutions and our sales organization are enabling us to capitalize on improving end-market conditions. We are entering the second half with strong momentum, and I am increasingly confident in our long-term growth prospects.”

Regarding supply chain constraints, Juniper stated: "Similar to others, we are experiencing an ongoing component shortage, which has resulted in extended lead times of certain products and elevated costs. During the past quarter, we continued to strengthen our supply chain and have increased inventory levels over the course of the last year. We continue to work closely with our suppliers to further enhance our resiliency and limit disruptions outside of our control to the best of our ability. We believe that even with these actions, extended lead times, and elevated costs will likely persist for at least the next few quarters. While the situation is dynamic, at this point in time we believe we will have access to sufficient semiconductor supply to meet our full-year financial forecast."

Hawaiki subsea cable system sold to investor group

BW Digital Pte. Ltd. has acquired Hawaiki Submarine Cable Limited Partnership and International Connectivity Services Limited. Financial terms were not disclosed. The current Hawaiki team will continue to manage the business

Rémi Galasso, executive chairman of Hawaiki, said: “We are delighted to welcome BW Group as a shareholder. Having established a successful subsea cable business with the support of our customers and partners, the company started a process to find a new long-term shareholder who is able to take the company to the next stage of development. BW has an excellent track record of growth in maritime and technology-related assets, combined with the highest standards of governance and strong access to capital through relationships with leading global banks and through the capital markets. Three years after Hawaiki’s commercial launch, it is time to write a new chapter of the company’s history and we believe BW is an ideal shareholder for this fast-growing business.”

Andreas Sohmen-Pao, executive chairman of BW Group, said: “We are excited to be making this investment in Hawaiki’s outstanding platform and team. BW Group has a deep heritage in maritime connectivity and infrastructure, with assets spanning production, transportation and distribution. Our strategy is to help connect countries across the oceans while working to reduce our environmental impact, including recent investments into wind installation vessels, floating wind, batteries, solar and other sustainable technologies. Hawaiki is a great fit and we are pleased to be able to support the team in their next phase of development”.


Hawaiki augments its trans-Pacific cable with capacity on SEA-US

Hawaiki Submarine Cable signed an agreement with Hawaiian Telcom Inc., securing significant international capacity on the Southeast Asia – United States (SEA-US) trans-Pacific fiber cable system from Guam to Los Angeles.

The deal, along with recently-acquired capacity on JGA-South cable from Sydney to Guam, enables Hawaiki to expand its subsea network with a new route linking Sydney, Guam, Hawai‘i and Los Angeles. This adds greater connectivity and route diversity between Australia and the U.S.

Hawaiki owns and operates the 15,000km Hawaiki Transpacific Cable, which was launched in July 2018,  with a design capacity of 67 Tbps. It links New Zealand, Australia, Hawai‘i and mainland U.S. 

The SEA-US Cable, which went into service in August 2017, runs a similar length to connect Indonesia, the Philippines, Guam, Hawai‘i and California, and is owned and operated by a consortium of regional telcos, including Hawaiian Telcom. JGA-South Cable came into service in March 2020, spanning 7,000 km from Sydney to Guam. 

Blaize raises $71 million in Series D for edge AI silicon

Blaize, a start-up based in El Dorado Hills, California, announced $71 million in Series D round of funding for its edge AI computing solutions in automotive, mobility, smart retail, security, industrial and metro market sectors.

The funding round was led by Franklin Templeton, a new investor, and Temasek, an existing investor, led the round, along with participation from DENSO and other new and existing investors.

“Blaize System on Chip (“SoCs”) for automotive edge and central compute functions are accelerating electric vehicles and future architectural ambitions of automotive OEMs,” said Tony Cannestra, Director of Corporate Ventures, DENSO. “With substantial power advantages making EVs more efficient and economical, Blaize SoCs offer best in class performance with lower power across in-cabin, out of vehicle, and autonomous operations, enabling a streamlined architectural evolution to centralize compute.”

http://www.blaize.com

A10 Networks sees Q2 revenue grow 12.7% yoy

 A10 Networks reported Q2 revenue of $59.2 million, up 12.7% year-over-year. Non-GAAP net income was $10.5 million, or $0.13 per diluted share compared with non-GAAP net income of $7.1 million, or $0.09 per diluted share in the second quarter of 2020.

The company said improving commercial execution combined with favorable market conditions drove 20% growth in the Americas year-over-year; Japan normalized as expected.

“Our focus on customer-centric product innovation and on driving improvements in commercial execution is beginning to deliver results, with consolidated revenue growing double-digits in the second quarter and EBITDA growing faster than that rate,” said Dhrupad Trivedi, President and Chief Executive Officer of A10 Networks. “We gained market share, adding new customers and expanding our security-led sales with existing customers. As expected, Japan again grew year-over-year during the quarter. Our customer engagements, strength of funnel and improving execution reinforce our confidence in full year growth targets while building a diversified customer base for the future.”

Monday, July 26, 2021

Intel unveils RibbonFET transistor architecture

Intel unveiled RibbonFET, its first new transistor architecture in more than a decade, and PowerVia, a new backside power delivery method. 

In a webcast presentation highlighting its process and packaging technology roadmaps through 2025, Intel vowed a swift adoption of next-generation extreme ultraviolet lithography (EUV), referred to as High Numerical Aperture (High NA) EUV. The company said it is on-track to received the first High NA EUV production tool in the industry.

Intel's roadmap, with new node names, includes:

  • Intel 7 delivers an approximately 10% to 15% performance-per-watt increase versus Intel 10nm SuperFin, based on FinFET transistor optimizations. Intel 7 will be featured in products such as Alder Lake for client in 2021 and Sapphire Rapids for the data center, which is expected to be in production in the first quarter of 2022.
  • Intel 4 fully embraces EUV lithography to print incredibly small features using ultra-short wavelength light. With an approximately 20% performance-per-watt increase, along with area improvements, Intel 4 will be ready for production in the second half of 2022 for products shipping in 2023, including Meteor Lake for client and Granite Rapids for the data center.
  • Intel 3 leverages further FinFET optimizations and increased EUV to deliver an approximately 18% performance-per-watt increase over Intel 4, along with additional area improvements. Intel 3 will be ready to begin manufacturing products in the second half of 2023.
  • Intel 20A ushers in the angstrom era with two breakthrough technologies, RibbonFET and PowerVia. RibbonFET, Intel’s implementation of a gate-all-around transistor, will be the company’s first new transistor architecture since it pioneered FinFET in 2011. The technology delivers faster transistor switching speeds while achieving the same drive current as multiple fins in a smaller footprint. PowerVia is Intel’s unique industry-first implementation of backside power delivery, optimizing signal transmission by eliminating the need for power routing on the front side of the wafer. Intel 20A is expected to ramp in 2024. The company is also excited about the opportunity to partner with Qualcomm using its Intel 20A process technology.
  • 2025 and Beyond: Beyond Intel 20A, Intel 18A is already in development for early 2025 with refinements to RibbonFET that will deliver another major jump in transistor performance. Intel is also working to define, build and deploy next-generation High NA EUV, and expects to receive the first production tool in the industry. Intel is partnering closely with ASML to assure the success of this industry breakthrough beyond the current generation of EUV.

“Intel has a long history of foundational process innovations that have propelled the industry forward by leaps and bounds,” said Dr. Ann Kelleher, senior vice president and general manager of Technology Development. “We led the transition to strained silicon at 90nm, to high-k metal gates at 45nm and to FinFET at 22nm. Intel 20A will be another watershed moment in process technology with two groundbreaking innovations: RibbonFET and PowerVia.”

Regarding its packaging innovations, Intel provided the following updates:

  • Sapphire Rapids will be the first Intel Xeon data center product to ship in volume with EMIB (embedded multi-die interconnect bridge). It will also be the first dual-reticle-sized device in the industry, delivering nearly the same performance as a monolithic design. Beyond Sapphire Rapids, the next generation of EMIB will move from a 55-micron bump pitch to 45 microns.
  • Foveros leverages wafer-level packaging capabilities to provide a first-of-its-kind 3D stacking solution. Meteor Lake will be the second-generation implementation of Foveros in a client product and features a bump pitch of 36 microns, tiles spanning multiple technology nodes and a thermal design power range from 5 to 125W.
  • Foveros Omni ushers in the next generation of Foveros technology by providing unbounded flexibility with performance 3D stacking technology for die-to-die interconnect and modular designs. Foveros Omni allows die disaggregation, mixing multiple top die tiles with multiple base tiles across mixed fab nodes and is expected to be ready for volume manufacturing in 2023.
  • Foveros Direct moves to direct copper-to-copper bonding for low-resistance interconnects and blurs the boundary between where the wafer ends and where the package begins. Foveros Direct enables sub-10-micron bump pitches, providing an order of magnitude increase in the interconnect density for 3D stacking, opening new concepts for functional die partitioning that were previously unachievable. Foveros Direct is complementary to Foveros Omni and is also expected to be ready in 2023.

https://www.intc.com/news-events/press-releases/detail/1486/intel-accelerates-process-and-packaging-innovations


Rogers looks to Ribbon for DWDM 400G ZR+


Rogers Communications selected Ribbon's DWDM 400G ZR+ technology to upgrade its transport network, which supports multiple 400G connections for increased capacity across its national footprint.

The deployment is powered by Ribbon's Apollo optical networking and MUSE SDN platforms. The MUSE Software Defined Networking (SDN) Domain Orchestrator enables Rogers to design and analyze their optical network deployment, rapidly automate the creation of new services, and ensure the network is optimized, available, and running at peak efficiency. 

"Rogers is demonstrating their foresight, leadership and innovation by being one of the first major service providers in North America to introduce 400G ZR+ technology, which will allow them to modernize their transport network," said Sam Bucci, Executive Vice President and General Manager of Ribbon's IP Optical Networks Business Unit. "We are delighted that Rogers saw the differentiation in our solutions and entrusted Ribbon with this strategic rollout. Our Optical Transport solution enables Rogers to help future-proof their network and extend their leadership in 5G services deployment across Canada."

"At Rogers, we remain focused on enhancing and expanding our networks to bring our customers the most reliable wireless experience1 in the country," said Kye Prigg, Senior Vice President, Access Networks and Operations. "Our agreement with Ribbon will help us continue to maximize the efficiency and performance of our network, utilizing the latest in software defined network technology to help bolster Canada's most reliable wireless network."

http://www.rbbn.com

Ribbon intros 2-port 400G ZR+ card for metro and long-haul

 Ribbon Communications introduced a 2-port 400G ZR+ line card for its Apollo optical networking portfolio, optimized for metro and long-haul applications.


The TM400_2 delivers 400G optical transmission using standard and interoperable CFP2 DCO (Digital Coherent Optic) pluggables, optimized for transport over CDC (Colorless Directionless Contentionless) ROADM (Reconfigurable Optical Add-Drop Multiplexer) networks, in either independent wavelength or dual carrier modes. Leveraging multiple wavelengths allows for longer transmission distances than what embedded 800G solutions, often reliant on costly proprietary technology, can achieve with a single wavelength.

  • In independent wavelength mode, the TM400_2 uses two 400G wavelengths to provide significant cost efficiencies compared to a single 800G embedded solution for metro applications.
  • In dual carrier mode, the TM400_2 combines two high-performance 200G wavelengths to provide a 400G channel for long haul applications, delivering superior cost performance to current embedded solutions.

Lumen to sell Latin American business for $2.7 billion

Lumen Technologies agreed to sell its Latin American business to Stonepeak, a leading alternative investment firm, for $2.7 billion.

Lumen said the sale enables greater flexibility on capital allocation, allowing for debt reduction and the continued evaluation of share repurchases.

"This transaction unlocks value for our shareholders while allowing us to maintain our global presence through our strategic relationship with the New LATAM Company," said Lumen President and CEO Jeff Storey. "This transaction allows Lumen to focus investments in key areas of the business to drive future growth while providing flexibility for our capital allocation strategy."


"Lumen's Latin American business is a market leader with a strong footprint and exciting potential for expansion," said Brian McMullen, Stonepeak Senior Managing Director. "Stonepeak has been an early and active investor in digital infrastructure globally and we are looking forward to applying our experience and additional capital to Lumen's Latin American business."

AT&T offloads Vrio Operations to Grupo Werthein

 AT&T will sell its Vrio Corp. business unit to Grupo Werthein, a private holding company active in telecommunications, finance, insurance, agribusiness and real estate in Latin America.Vrio is a digital entertainment services company with 10.3 million subscribers across 11 countries in Latin America and the Caribbean. Vrio provides live and on-demand video services via DIRECTV Latin America, SKY Brasil and DIRECTV GO. Vrio’s entertainment...

Corning adds new terminal in its Evolv portfolio

Corning is adding to its Evolv portfolio, including a terminal that supports additional fiber configurations, to enable the fiber-lean distributed tap architectures sometimes used in rural deployments. 

Corning's Evolv portfolio features its Pushlok technology.

"Today, the benefits of a fiber broadband connection are clearer than ever, and network operators are working to bring more connections to more people in more places," said Joe Jensen, director, Americas, fiber-to-the-home market development for Corning. "Our industry-leading products, including our Evolv portfolio, offer network operators enhanced deployment flexibility at a lower cost.”



 

F5 posts revenue of $652 million, up 12% yoy

F5 Networks reported GAAP revenue of $652 million, up 12% yoy, for its fiscal third quarter ended June 30, 2021. Non-GAAP net income for the third quarter of fiscal year 2021 was $169 million, or $2.76 per diluted share, compared to $134 million, or $2.18 per diluted share, in the third quarter of fiscal year 2020.

Our very strong third quarter results demonstrate the powerful alignment of F5’s expanded solution portfolio and our customers’ most important application needs,” said François Locoh-Donou, F5’s President and CEO. “Robust software growth and resilient demand for systems drove 12% GAAP revenue growth in our third quarter, and 11% revenue growth versus the prior year’s third quarter non-GAAP revenue.”



Locoh-Donou continued, “Customers’ traditional applications are generating more revenue and more engagement than ever before. At the same time, customers also are accelerating adoption of modern application architectures, like Kubernetes, for new applications. With our expanded application security and delivery portfolio, we are uniquely positioned to solve our customers’ most significant modern and traditional application challenges on premises, in the cloud, and across multiple clouds.”

Clearfield expands manufacturing in Mexico

 Clearfield, which specializes in fiber optic management, protection and delivery products for communications networks, is expanding its manufacturing capacity in Tijuana, Mexico. A new 319,000-square-foot manufacturing and warehouse center  is being built to its specifications and is scheduled to enter into production slightly after the start of calendar year 2022. This move is in support of the anticipated future demand of the business. The facility will augment our growing investments in U.S. production.

"Our Mexican manufacturing facilities fully complement our ongoing operations at our U.S. headquarters,” said Cheri Beranek, Clearfield president and CEO. "In addition, we continue to enhance and strengthen our partnerships with contract manufacturing operations and component suppliers. As part of our value proposition to provide our service provider customers the best total cost of ownership solutions, this strategic investment in manufacturing capacity will position us to build upon our growing momentum throughout the broadband marketplace.”



C

Sunday, July 25, 2021

Dell'Oro: Optical transport market reaches $18 billion by 2025

 The Optical Transport market, largely driven by WDM equipment, is forecasted to increase in size annually for the next five years, reaching nearly $18 billion, according to Dell’Oro Group's Optical Transport 5-Year Forecast Report. The top number is unchanged from Dell'Oro's earlier forecast, however, the outlook is lower for  WDM Metro since the coherent 400 Gbps ZR (400ZR) pluggable optics are now available and "interest in using them in an IPoDWDM architecture seems high."


Some highlights:

  • demand for coherent ZR optical pluggables is expected to reach a material amount in 2022, starting with 400ZR. Demand is expected to be high with Internet content providers (ICPs), driving a very high percentage growth rate for the next few years. 
  • 800ZR is expected to enter the market a few years later. 
  • the ZR pluggable optics market will surpass $500 million in annual sales by 2025.
  • Demand for 800 Gbps-capable line cards, first introduced in early 2020, has rapidly increased, demonstrating a strong rate of adoption as well as the market's continued desire for higher performance DWDM transponder cards.
  • The next wavelength speed following 800 Gbps will be 1200 Gbps (1.2 Tbps). 
  • Dell'Oro anticipates that 1.2 Tbps-capable line cards could enter the market before the end of 2023.
  • Dell'Oro forecasts that by 2025 about one-third of all coherent wavelength shipments will be from a line card capable of transmitting a signal at a speed of 800 Gbps or higher.

https://www.delloro.com/5-year-forecast-optical-transport-market-reaches-18-billion-by-2025/

Dell'Oro: Mobile Core Network market to top $50 B from 2021 to 2025

The Mobile Core Network (MCN) to have an overall revenue compound annual growth rate (CAGR) of 3% from 2020 to 2025, according to Dell'Oro Group's updated Mobile Core Network 5-Year Forecast Report which covers the market for Wireless Packet Core, IMS Core, policy, and subscriber management. The report also estimates the 5G portion of the MCN market to have a 33% CAGR. 


Some key highlights:

  • The cumulative investment is expected to be over $50 B from 2021 to 2025, with regional shares in the range for North America – 18 % to 23 %; Europe, Middle East, and Africa – 30 % to 35 %; Asia Pacific – 40 % to 45 %; and Caribbean and Latin America – 5 % to 10 %.
  • By the year 2025, MCN functions associated with 5G are expected to represent over 70 % of the revenue mix between 4G and 5G MCN functions.
  • 5G Core builds by the three incumbent service providers for 5G Standalone (5G SA) networks in China are continuing to exceed our expectations. In addition, in 2021, the new Chinese communications service provider, China Broadcasting Network will be beginning construction of its 5G SA network.
  • Deployments of more 5G SA networks are expected in the latter half of 2021 in Australia, Germany, Japan, South Korea, Switzerland, and the United Kingdom. AT&T and Verizon should begin in earnest in 2022 and 2023 with their 5G SA networks. Geographic coverage is minimal at launch and is expected to grow throughout the forecast period.

European Aviation Network extends broadband to takeoff/landing

Deutsche Telekom's European Aviation Network (EAN) inflight broadband has been enhanced to enable connectivity for longer periods during commercial flights.

Previously, EAN was only offered to passengers at altitudes above 10,000 feet (3 km), which meant the service was not available during the take-off and landing phases of a flight. 

Deutsche Telecom now has make a number of enhancements to EAN’s onboard Advance Integrated System Manager (AISM) that enables broadband connectivity to passengers during the climb and approach phases. 

The extended availability of inflight broadband is subject to regulatory restrictions and airline policy.

https://www.telekom.com/en/company/details/improving-ean-s-service-availability-631372

Telenor selects Oracle's cloud native converged charging and billing

Telenor selected Oracle Communications Billing and Revenue Management, including Oracle Converged Charging to lay the groundwork for 5G and provide seamless charging and billing interactions in its Asian operations. Telenor serves 175 million subscribers in the region.

Telenor is focused on three key initiatives: digitalizing its technical stack to be ready for 5G, innovating its operating model with more touch-free operations, and transforming how it works internally and with partners to deliver more value while containing capital expenditures.


Oracle's solution supports any payment model (prepaid, postpaid or hybrid) and any business model, including business-to-business or business-to-consumer account structures. 

"Telenor is recognized for its innovation and industry leadership as well as driving standards," said Jason Rutherford, senior vice president and general manager, Oracle Communications, Applications. "Oracle's integrated billing and charging provides a flexible, standards-based platform that will scale to support Telenor's large customer base today and in the upcoming 5G era."


SMART Photonics receives €13M for Indium Phosphide foundry

SMART Photonics, which is based at the High Tech Campus in Eindhoven, recently received a new loan worth up to €13M provided by Rabobank.

The company will use the funding to scale up of production of its photonics chips and to strengthen SMART Photonics’ role in the growing photonics ecosystem. 

SMART Photonics is a foundry offering production services for mainly Indium Phosphide based photonic components.


https://smartphotonics.nl/

FCC officially issues C-Band licenses

The FCC officially issued 5,676 licenses in the 3.7 GHz service (3.7 to 3.98 GHz, also referred to as the C-band) following completion of Auction 107 earlier this year. 

 “These mid-band licenses are the sweet spot for 5G deployment,” said FCC Acting Chairwoman Jessica Rosenworcel. “That’s because they have the right mix of capacity and propagation that will help us reach more people in more places faster. With these licenses in hand, more carriers can deploy mid-band 5G, which means faster speeds over much wider coverage areas and more robust competition. I thank our outstanding wireless, auctions, and international teams for a job very, very well done.”

3.7 GHz spectrum auction tops $80 billion

The FCC's Aution 107 for flexible‐use overlay licenses for spectrum in the 3.7–3.98 GHz band concluded with a record $80.9 billion in bids after 97 rounds.

The auction made available licenses for 280 megahertz of spectrum in the the so-called C-band.  FCC Chairman Ajit Pai made the following statement:

“This historic FCC auction is already a record-breaking success.  Bidders have won all of the 5,684 spectrum blocks that were up for bid.  And gross proceeds have exceeded $80.9 billion, shattering the prior FCC auction record of $44.9 billion.  

“These results represent a strong endorsement by the private sector of the service rules and transition plan put in place by the FCC to quickly make the C-band a critical part of 5G rollout in the United States.  And they vindicate the hard choices the FCC made during the C-band proceeding—and that we made them.  The FCC confronted a host of technical, legal, practical, and political challenges in structuring this auction.  It would have been easy to delay.  But we rightly pushed ahead and overcame every one of those obstacles.  As a result, we significantly advanced United States leadership in 5G and have enabled America’s wireless consumers to more quickly benefit from 5G services.  

Winning bidders will now have the opportunity to bid for frequency-specific licenses in the assignment phase of Auction 107. 

https://www.fcc.gov/document/first-phase-record-breaking-5g-spectrum-auction-concludes