Tuesday, December 7, 2021

AWS hit by outage in US-EAST-1 region


Amazon Web Services (AWS) experienced an outage started on Dec 7, 2021 at approximately 15:40 UTC impacting various regions worldwide.

The AWS status page reported API and console issues in the US-EAST-1 Region, which is used to host the AWS global console landing page. The trouble included elevated error rates for EC2 APIs in the US-EAST-1 region. 

At 12:34 EST, the company said the root cause was "impairment of several network devices," confirmed that recovery was underway, but could not provide an ETA for full recovery.



https://status.aws.amazon.com

Marvell samples 50G PAM4 DSP chipset for 5G optical fronthaul

Marvell has begun sampling the industry’s first 50Gbps PAM4 DSP and TIA chipset solution for 5G fronthaul.

Key features of the new Marvell AtlasOne chipset:

  • PAM4 digital core for optimal performance across a range of applications.
  • Marvell’s companion IN5662 TIA for linearity while maintaining ultra-low noise and power.
  • The industry’s first PAM4 DSP integrated Direct Modulated Laser driver in mainstream CMOS technology.
  • Industrial temperature range support for 5G fronthaul applications.

Marvell said its new AtlasOne chipset enables advanced fronthaul solutions that scale to 50G while offering lower power consumption for integrated radio access networks (RAN), as well as Open (O-RAN) and virtualized (vRAN) architectures.

Increased fronthaul capacity will be required as mobile operators upgrade radio capacity with wider bandwidths – up to 200 MHz – and massive MIMO technology with up to 64 transmit and receive antennas per Radio Unit (RU).

Similarly, the adoption of O-RAN and vRAN architectures will drive require greater fronthaul capacity. With vRAN, baseband capacity instances can be aggregated in a Distributed Unit (DU) and dynamically shared among multiple RUs. When sufficient radio and fronthaul bandwidths are provisioned, carriers can adaptively shift capacity towards unforeseen traffic spikes to improve network efficiency and user experience.

Marvell also highlighted the combination of its AtlasOne fronthaul, widely deployed OCTEON Fusion RAN silicon, Prestera switches and Alaska Ethernet PHYs for OEMs offering 5G solutions.

“We’re proud to introduce the AtlasOne chipset, a robust, high-performance solution that is helping to make 50G a reality in 5G infrastructure,” said Xi Wang, VP Product Marketing, Optical Connectivity at Marvell. “With this latest addition to our portfolio, we offer telecom carriers access to the same trusted solutions that Marvell has successfully delivered to top hyperscale data center operators.”

https://www.marvell.com/company/newsroom/marvell-50g-pam4-dsp-chipset-5g-ran-optical-fronthaul.html

Marvell intros Atlas 50Gbps PAM4 DSP chipset

Marvell announced its Atlas 50Gbps PAM4 DSP chipset which integrates transimpedance amplifiers (TIAs) and laser drivers in the CMOS package.

The integration of the new Atlas chipset, which is based on Marvell’s Polaris 50G PAM4 DSP family,  reduces supply chain complexity and power consumption by up to 25%. Atlas is also the industry’s first PAM4 DSP available to wire bond directly with lasers and photodiodes, further simplifying the assembly process for optical module integrators, effectively reducing both product lead times and time to market. Sampling is underway.

Atlas PAM4 DSP Key Features:

  • Leverages Polaris-class quad-channel DSP core, providing world-class performance and signal integrity while driving faster time to market and product yields.
  • Uses existing Polaris DSP software, minimizing software development expense for module developers.
  • Comprehensive suite of performance monitoring tools to reduce bring-up time and support mission-mode telemetry critical for hyperscale deployments.
  • Integrated laser drivers support both single- and multi-mode interconnect applications.
  • Suitable to support a wide range of module form factors including OSFP, QSFP56, QSFP-DD and AOCs.
  • Broad range of IEEE standard support including 100G-xR2, 200G-xR4 and 400G-xR8.
  • Manufactured in mainstream CMOS process technology optimized for high volume production to deliver a high-performance, low-power PAM4 DSP solution.

https://www.marvell.com/ 

Marvell and OE Solutions target 100G QSFP-DD module

 

Marvell and OE Solutions are collaborating on 100G QSFP-DD optical modules optimized for 5G backhaul and metro access applications.

The OE Solutions 100G QSFP-DD Coherent Transceiver with the Marvell Deneb Coherent DSP (CDSP) will enable the transition of 10G to 100G coherent solutions for 5G, metro and access applications. The companies anticipate product release in early 2022.

"Marvell's innovative Deneb coherent DSP enables new opportunities in the 100G access transport market and expands our industry-leading 5G RAN portfolio offering to address growing carrier infrastructure needs," said Samuel Liu, Sr. Director Product Line Management at Marvell. "By choosing the industry's first production-ready 100G optimized CDSP for its backhaul transceivers, OE Solutions is expanding its technology leadership position in coherent pluggable modules for 5G networks."

"As the first 100G CDSP in production to enable the I-temp QSFP-DD pluggable module form factor optimized for 5G backhaul applications, Deneb is the best choice for our new 5G optical transceiver products," said Walter Lee, GM of Transceiver BU at OE Solutions. "We look forward to further collaboration with Marvell as we ramp production of our  new 100G transceiver portfolio in 2022."

http://www.oesolutions.com

http://www.marvell.com

Marvell intros low power, multi-mode 400G DSP

Marvell announced sampling of is new Deneb ultra-low power, multi-mode 400G DSP for disaggregated optical platforms. The new 7nm CDSP for 400G pluggable, which is compatible with its predecessor (Canopus), provides a seamless upgrade to interoperable pluggables across multiple platforms. Deneb can be used to enable standards based ITU, Open ROADM and OpenZR+ compliant 100G/200G/300G/400G pluggable transceivers."Standards-based interoperable...


Jessica Rosenworcel confirmed as FCC Chairwoman


The U.S. Senate voted to confirm Jessica Rosenworcel as Chairwoman of the FCC and as an agency commissioner for an additional five-year term. 

Jessica Rosenworcel has served as an FCC Commissioner since 2012. Prior to joining the agency, she was Senior Communications Counsel for the United States Senate Committee on Commerce, Science, and Transportation, under Senator John D. Rockefeller IV and Senator Daniel Inouye. Before entering public service, Jessica practiced communications law. 

Rosenworcel's statement: “It is a tremendous honor to be confirmed and designated as the first permanent Chairwoman of the Federal Communications Commission.  I would like to thank President Biden for the opportunity.  People across the country count on the FCC to support the connections they need for work, learning, healthcare, and access to the information we require to make decisions about our lives, our communities, and our country.  I look forward to working with the Administration, my colleagues on the Commission and FCC staff, members of Congress, and the public to make the promise of modern communications a reality for everyone, everywhere.” 

http://www.fcc.gov

Video: How Europe's Data Sovereignty Rules Change the Vendor Landscape

 

With different laws in place around the world it can be challenging for cloud vendors to manage data locally. In this video, Sylvain Quartier, Vice President, Marketing and Product Strategy at Ekinops, talks about how these challenges drive a more secure network and highlight the importance of an open operating system.

Ekinops Software-Defined Solutions

https://www.ekinops.com/solutions/software-defined

Ekinops OneOS6

https://www.ekinops.com/products-services/products/compose/oneos6

Equinix to acquire MainOne data centers in Nigeria, Ghana, Côte d'Ivoire

Equinix agreed to acquire MainOne, a leading West African data center and connectivity solutions provider, with presence in Nigeria, Ghana, and Côte d'Ivoire, for $320 million. 

MainOne's assets include:

  • Three operational data centers, with an additional facility under construction expected to open in Q1 2022. These facilities will add more than 64,000 gross square feet space to Platform Equinix, in addition to 570,000 square feet of land for future expansions.
  • An extensive submarine network extending 7,000 kilometers from Portugal to Lagos, Accra and along the west African coast, with landing stations in Nigeria, Ghana and Côte d'Ivoire.
  • A terrestrial network of more than 1,200 kilometers of reliable terrestrial fiber in Lagos, Edo and Ogun States. Connectivity to terrestrial sites extends across 65 PoPs (points of presence) in cities across Portugal, Nigeria, Ghana and Cote d'Ivoire.
  • Access to key internet exchanges enabling low latency to key global networks, including Amazon, Microsoft, Apple, Google and Facebook.
  • An estimated 800+ business-to-business customers, including major international technology enterprises, social media companies, global telecommunications operators, financial service companies and cloud service providers.
  • Nearly 500 employees and a management team with a deep understanding of local and international markets.
  • The facilities generate approximately US$60M annualized (Q2'21LQA) revenue with a purchase multiple of approximately 14x EBITDA.

The acquisition is expected to close Q1 of 2022.

Charles Meyers, President and CEO, Equinix: "The acquisition of MainOne will represent a critical point of entry for Platform Equinix into the expansive and rapidly growing African market. MainOne's leading interconnection position and experienced management team represent critical assets in our aspirations to be the leading neutral provider of digital infrastructure in Africa. Growth of data consumption in Africa is amongst the fastest in the world, and our customers are looking for a trusted partner to pursue the opportunities presented by broad mobile adoption and greater connectivity across the region. MainOne's infrastructure, customer relationships, partner ecosystem and operating capability will extend the reach of Platform Equinix and bolster opportunities for customers in Africa and throughout the world."

Globally, Platform Equinix is comprised of 237 data centers across 65 metros and 27 countries.

https://www.equinix.com/newsroom/press-releases/2021/12/equinix-to-expand-into-africa-with-acquisition-of-mainone



Dell'Oro: Data Center Switch Sales Soar

According to a recent report by Dell’Oro Group, the trusted source for information about the telecommunications, networks, and data center IT industries, 

Global Data Center Switch revenue was up 11 percent year-over-year in 3Q 2021, reaching an all-time high, according to a recent report from Dell'Oro Group. Arista and white box switch suppliers captured most of the growth and gained more than one point of revenue share each.

“We have been predicting the strong demand in the market to persist for various reasons explained in our report, but what surprised us is the level of sales that the vendors were able to fulfill during the quarter, despite ongoing supply challenges,” said Sameh Boujelbene, Senior Research Director at Dell’Oro Group. “What was clear though is that certain vendors, for instance, Arista and certainly white box suppliers have been so far able to better navigate the supply issues and take advantage of the situation to gain share, ” added Boujelbene.

Additional highlights from the 3Q 2021 Ethernet Switch – Data Center Report:

  • 400 Gbps cumulative shipments eclipsed 3 Million ports, the vast majority of which are still driven by Google and Amazon.
  • Microsoft initiated 400 Gbps deployments in 3Q 2021, the vast majority of which were reported under deferred revenue due to pending qualification cycle.
  • Huawei, Star-Net Ruijie, and Juniper Networks recorded double-digit revenue growth.

The Dell’Oro Group Ethernet Switch – Data Center Quarterly Report offers a detailed view of the market, including Ethernet switches for server access, server aggregation, and data center core. (Software is addressed separately.) The report contains in-depth market and vendor-level information on manufacturers’ revenue; ports shipped; average selling prices for both Modular and Fixed Managed and Unmanaged Ethernet Switches (1000 Mbps,10, 25, 40, 50, 100, 200, and 400 Gbps); revenue split by market segments as well as regional breakouts. 

https://www.delloro.com/news/data-center-switch-sales-soar-to-record-high-despite-ongoing-supply-challenges/

Broadcom to buy AppNeta for SaaS network performance monitoring

Broadcom agreed to acquire privately held AppNeta Inc., which provides a SaaS-based network performance monitoring solution. Financial terms were not disclosed.

AppNeta, which is headquartered in Boston, delivers visibility into the end user experience of any application, from any location. AppNeta's SaaS-based solution can quickly pinpoint issues that affect network and business-critical cloud application performance, regardless of where they occur.

"We are excited about the new Digital Experience Management (DEM) capabilities AppNeta will add to our DX NetOps network monitoring solutions.  Hybrid cloud deployments, work from home and prevalence of SaaS-based applications have made enterprises incredibly reliant on the Internet to deliver business-critical applications to employees and customers," said Serge Lucio, vice president and general manager, Enterprise Software Division, Broadcom. "Visibility and control for most performance management teams ends at corporate network boundaries. With AppNeta, DX NetOps solutions by Broadcom Software have visibility into Internet connections and can monitor and manage digital experiences for any user across any cloud, mobile, SaaS or remote work scenario."

https://investors.broadcom.com/news-releases/news-release-details/broadcom-acquires-appneta-bolster-network-performance-monitoring

AT&T selected to modernize the U.S. Coast Guard's data network

AT&T has been selected to consolidate the U.S. Coast Guard's (USCG) disparate data communications networks onto a single modernized data communications platform..

AT&T will become the USCG's principal provider of data telecommunications services globally. The USCG's network data services support a variety of connectivity, communications, and operational requirements that enables its users to access and use the Department of Defense Information Network (DoDIN), Sensitive But Unclassified (SBU) Voice, the Internet, authorized intranets, appropriate extranets, and other operations.

The contract, which was awarded by the Defense Information Technology Contracting Organization, is valued at $161 million over 11 years if all options are exercised.

AT&T said it will provide services including IP-based Wide Area Network, Ethernet, virtual private networking, private line, fixed wireless, optical wavelength, and commercial satellite communication. We will manage the services for the USCG in support of its diverse missions across 1,200 locations.

USCG officials also use FirstNet to securely distribute mission-critical guidance, references, and policies, significantly enhancing operational efficiency and safety during both day-to-day operations as well as large-scale disaster responses. As a subscriber to FirstNet, the USCG uses FirstNet services and capabilities for routine and special operations. As of October 2020, USCG had equipped more than 1,300 pilots and aircrew across all aviation equipment types with FirstNet-enabled tablets for pre-flight planning and awareness purposes.

https://about.att.com/story/2021/coast-guard-data-network.html



Huawei’s connectivity supports new China-Laos High-Speed Train

Huawei has supplied the connectivity elements supporting the newly launched China-Laos Railway, which runs more than 1,035 kilometers from Kunming in Southwest China to the Laotian capital Vientiane.

Huawei's Smart Railway Solution is a technology suite that boosts safety and security in all phases, from the construction stage to the operational phase. Huawei has worked closely with Laotian telecom operators to build a high-speed network along the high-speed line. The stable connection it provides will benefit passengers, as well as rural residents along the way.

“The launch of the Laos-China Railway reflects the grand vision of leaders of both countries. It marks the culmination of five years of tireless efforts by workers in both countries. Huawei worked with Laos telecom operators to build the wireless network along the railway,” said Dr. Boviengkham VONGDARA, Minister of Technology and Communications of Laos. “With 5G coverage available in the near future, people will enjoy a stable, high-speed and smart connectivity. Working in the train and getting in touch with friends and families anytime anywhere will become a possibility. Thanks to everyone’s big contributions to this project. Following the opening of this railway, we shall implement One-Belt-One-Road on the digital stage as well.”

https://www.huawei.com/en/news/2021/12/huawei-laos-china-railway

FAA issues directives concerning altimeters and 5G

 The U.S. Federal Aviation Administration (FAA) issued two airworthiness directives concerning the expansion of 5G and aviation:

  • AD 2021-23-12 for all transport and commuter category airplanes equipped with a radio (also known as radar) altimeter. This AD was prompted by a determination that radio altimeters cannot be relied upon to perform their intended function if they experience interference from wireless broadband operations in the 3.7-3.98 GHz frequency band (5G C-Band). This AD requires revising the limitations section of the existing airplane/aircraft flight manual (AFM) to incorporate limitations prohibiting certain operations requiring radio altimeter data when in the presence of 5G C-Band interference as identified by Notices to Air Missions (NOTAMs). The FAA is issuing this AD to address the unsafe condition on these products.
  • AD 2021-23-13 for all helicopters equipped with a radio (also known as radar) altimeter. This AD was prompted by a determination that radio altimeters cannot be relied upon to perform their intended function if they experience interference from wireless broadband operations in the 3.7- 3.98 GHz frequency band (5G C-Band). This AD requires revising the limitations section of the existing rotorcraft flight manual (RFM) for your helicopter to incorporate limitations prohibiting certain operations requiring radio altimeter data when in the presence of 5G C-Band interference in areas as identified by Notices to Air Missions (NOTAMs). The FAA is issuing this AD to address the unsafe condition on these products.

In March 2020, the United States Federal Communications Commission (FCC) adopted final rules authorizing flexible use of the 3.7-3.98 GHz band for next generation services, including 5G and other advanced spectrum-based services.1 Pursuant to these rules, C-Band wireless broadband deployment is permitted to occur in phases with the opportunity for operations in the lower 100 megahertz of the band (3.7-3.8 GHz) in 46 markets beginning as soon as December 5, 2021.

https://www.faa.gov/newsroom/faa-statement-5g

Monday, December 6, 2021

Latest YANG data model release advances automation of network elements

The latest YANG data model release from Broadband Forum targets the automation of the control and configuration of access network elements.

Amendment 4 of TR-383, ‘Common YANG Modules for Access Networks’ builds upon the existing feature-rich set of YANG data models, introducing improvements to Quality of Service (QoS) that address large scale deployments as well as providing statistics for debugging services.

The new amendment leverages IETF RFC 8632, ‘A YANG Data Model for Alarm Management’, to define alarms related to ANCP and optical transceivers. It further adds a set of common YANG types and YANG grouping definitions that will be used in TR-454.

TR-383 defines YANG data models for the management of access network equipment such as DSL Access Nodes, Distribution Point Units (DPUs) or Optical Line Terminals (OLTs) to be used across many deployment scenarios and these can be used for a multitude of other applications. TR-383 forms the core of YANG modules that are used across a broad range of products, including copper-based (VDSL, G.fast) and fiber-based access (G-PON, XGS-PON, NG-PON2).

Common YANG data models afford service providers the ability to leverage detailed end-to-end visibility into the performance of every programmable Software-Defined Access Network (SDAN) element to unlock new levels of capacity, automation, and efficiency.

The Broadband Forum said this latest Amendment also lays the required groundwork for TR-454 ‘YANG Modules for Access Network Map & Equipment Inventory’ by introducing a set of common YANG modules and types that will be used by the specification. With these modules, service providers can efficiently manage a range of broadband services supported over any access technology, including VDSL, G.fast and Passive Optical Networks (PON).

“With demand for network capacity, particularly fiber deployments, growing consistently, operators are constantly looking for ways to make their operations more efficient and more cost-effective. Automating the configuration and control of network elements is one way of doing this but as a growing concept, ensuring interoperability has been and continues to be a key concern,” said Vice President, Strategic Marketing and Business Development at Broadband Forum, Craig Thomas. “This work addresses the challenge by ensuring interoperability between network components of different vendors to allow effective automation, defining YANG data models for functionality which is common across access network elements supporting various physical layer technologies.

“As well as improving existing modules, it sets up Broadband Forum’s next phase of work in the SDN/NFV Work Area – which represents a significant step towards further interoperability with even more technologies.”

https://www.broadband-forum.org/ 

Broadband Forum’s TR-466 envisions a metro-compute networking architecture

Broadband Forum said the latest release of its TR-466 specification will define a new metro-compute networking architecture, ensuring a greater user experience by moving applications or content towards the lower edge tiers in the network hierarchy.

The metro-compute networking architecture will include in-depth integration of computing and network on top of the cloud-based broadband network with the purpose of connecting isolated edge sites – such as Broadband Forum’s CloudCO – as one cloud to serve edge computing services.

“The latest release of TR-466 represents a big step for the industry as the standard will help cloud providers and operators overcome the routing and scalability challenges at the edge. Furthermore, it enables virtualization and disaggregation of edge elements and nodes to run applications in proximity to the customer where latency is important. This is particularly important for enterprise networks and will provide a shareable infrastructure for customers that can be seamlessly managed with reduced complexity,” said Broadband Forum SDN/NFV Work Area Co-Director George Dobrowski.

“Our work enables faster and more efficient provisioning of low-latency and high-bandwidth edge computing services. TR-466 perfectly complements the Forum’s in-progress work on WT-474 subscriber session steering, which can deliver flexible on-demand bandwidth that detects traffic changes and automatically scales to preserve the user experience. This is achieved by utilizing compute-aware routing and dynamic session steering, as demonstrated at Broadband World Forum. These specifications enable operators to unlock new revenue-generating services,” said Dobrowski.

“Until now, no industry standards organization has considered the possible impact on multi-service broadband networks under the trend of edge computing or addressing the unique challenges that this has presented,” said Broadband Forum SDN/NFV Work Area Co-Director Bruno Cornaglia. “This latest Broadband Forum work will see us play a critical role in edge computing and utilize the virtualized network infrastructure to enable carriers to increase revenue via edge cloud services.”

https://www.broadband-forum.org

Vantage Data Centers finalizes acquisition of PCCW's data center business

Vantage Data Centers and its lead investor, Digital Bridge Group, ompleted the acquisition of PCCW Ltd.’s data center business (PCCW DC). 

The deal expands Vantage’s data center platform to include 100MW of existing and expansion capacity across multiple facilities in Hong Kong and Kuala Lumpur.

Brian Groen joins Vantage as president, APAC from PCCW DC. Giles Proctor, who previously served as Vantage’s president, APAC is now chief operating officer of Vantage’s Asia-Pacific business.

“The closing of this second acquisition is a critical piece to our rapid expansion in key Asia-Pacific markets,” said Sureel Choksi, president and CEO, Vantage Data Centers. “We now have a total of 23 campuses across five continents led by highly experienced regional teams. I’m excited for Brian and Giles to partner together in their new roles to lead our APAC business as we continue to expand and scale to meet the growing demand of customers globally.”

“Hong Kong and Kuala Lumpur are unparalleled connectivity hubs for companies doing business across Asia,” said Groen. “We have a strong sales pipeline with existing facilities and several greenfield developments underway to support our customers’ growing businesses. If you are a hyperscale company, a cloud provider or a large global enterprise, we can serve your needs in leading business centers throughout the region.”

https://vantage-dc.com/data-center-locations

Nokia builds Private 5G for Volkswagen in Wolfsburg

Nokia has deployed a private 5G standalone wireless network for Volkswagen at the car maker’s main plant in Wolfsburg, Germany. 

The private campus network uses the Nokia Digital Automation Cloud (DAC) solution, covering the production development center and pilot hall at the Wolfsburg plant. With the pilot project, Volkswagen will test whether the 5G technology meets the demanding requirements of vehicle production with the goal to increase efficiency and flexibility in series production of the future.

Dr.-Ing. Klaus-Dieter Tuchs, network planning at Volkswagen, said: “Predictable wireless performance and the real-time capabilities of 5G have great potential for smart factories in the not-so-distant future. With this pilot deployment, we are exploring the possibilities 5G has to offer and are building our expertise in operating and using 5G technology in an industrial context.”

Chris Johnson, Head of Global Enterprise business for Nokia, said: “Nokia is a worldwide leader in private wireless technology for Industry 4.0 digital transformation proven by over 380 large enterprise customer deployments, of which more than 75 incorporate 5G. 

By deploying private wireless to explore and develop its potential in manufacturing, Volkswagen underscores its leading position in leveraging digitalization to enhance efficiency and productivity. We are delighted to support this effort with the Nokia Digital Automation Cloud and our extensive experience in private wireless networks.”

Nokia to build a new campus in Oulu, Finland

Nokia will build a new campus in Oulu, Finland. 

Oulu is considered the "Home of Radio" and is a key R&D site for Nokia, as well as a city where Nokia continues to recruit new R&D talent. During 2018-2020, Nokia hired around 1,200 permanent employees in Finland and in 2021 has hired an additional 500 employees. The vast majority of these new positions are in R&D and the employees will be placed in Nokia’s three sites in Finland; Espoo, Oulu and Tampere.

The new campus on the Linnanmaa-Ritaharju plot will provide Nokia with premises to cater to the future ways of working, including moving towards purpose-driven and more collaborative office spaces. The campus is expected to be completed during 2025 and it will enable Nokia’s continuous innovation and development at the forefront of 5G technologies.

Erja Sankari, Head of Nokia Oulu site and Vice President, Global Supply Chain, at Nokia, said: “We are thrilled to be able to proceed with our plan to build a new Home of Radio campus in Oulu. The new campus follows our vision of connecting people, technology and nature. We want to build a functional, scalable and sustainable campus to enable the best possible workplace experience that meets the needs for flexibility, productivity, collaboration and innovation.”



Dell'Oro: Mobile backhaul drives recovery in microwave transmission

Demand for Microwave Transmission equipment is recovering from the market contraction that was caused by the COVID-19 pandemic beginning in 2020, according to a new report from Dell'Oro Group.

“The Microwave Transmission market grew eight percent in the first nine months of the year,” stated Jimmy Yu, Vice President at Dell’Oro Group. “The demand for microwave equipment has sharply increased this year due to mobile radio backhaul, and the outlook continues to improve as 5G deployments proliferate. Our biggest concern, however, is that the supply chain is not keeping up with demand, delaying some shipments and raising costs,” added Yu.

Highlights from the 3Q 2021 Quarterly Report:

  • Microwave Transmission revenue from mobile backhaul grew 11 percent year-over-year in the first nine months of 2021. Growth was driven by both 4G and 5G radio deployments.
  • Huawei maintained the highest revenue share. The manufacturers with the second and third highest shares were Ericsson and Nokia, respectively. In the first nine months of 2021, Ericsson outperformed the market, increasing its market share by three percentage points.
  • E/V Band radios continued to drive the Microwave Transmission market growth. Growth rates of this equipment, which can enable up to 10 Gbps of capacity over a single carrier, has outpaced that of the total market for over nine years.

https://www.delloro.com/news/microwave-transmission-equipment-revenue-bounced-back-in-2021/

Intel plans IPO for Mobileye

Intel plans to take Mobileye public in the United States in mid-2022 via an initial public offering (IPO) of newly issued Mobileye stock.

Intel will remain the majority owner of Mobileye, and the two companies will continue as strategic partners, collaborating on projects as they pursue the growth of computing in the automotive sector.

Mobileye focuses on advanced driver-assistance systems (ADAS) and self-driving solutions. In 2021, Mobileye shipped its 100 millionth EyeQ system-on-chip (SoC), scaled autonomous vehicle (AV) test programs across multiple cities around the world covering the U.S., Europe and Asia, unveiled its production robotaxi, and secured 41 new ADAS program wins across more than 30 automakers globally. New program wins range from core driver-assistance technology through next-generation driver-assistance and full self-driving systems. The company has also secured multiple deals for mobility-as-a-service (MaaS) programs starting in 2023, as well as consumer and business-to-business vehicle production designs for Mobileye’s self-driving system starting in 2024.

Intel said the  move will unlock the value of Mobileye for Intel shareholders.

“Intel’s acquisition of Mobileye has been a great success. Mobileye has achieved record revenue year-over-year with 2021 gains expected to be more than 40 percent higher than 2020, highlighting the powerful benefits to both companies of our ongoing partnership,” Intel CEO Pat Gelsinger said. “Amnon and I determined that an IPO provides the best opportunity to build on Mobileye’s track record for innovation and unlock value for shareholders.”

Mobileye went public in 2014; it was acquired by Intel in 2017. Intel currently owns 100% of Mobileye shares and is expected to retain majority ownership following the completion of the IPO.

Intel eyes automotive silicon expansion

Intel CEO Pat Gelsinger predicts the “digitization of everything” will push the share of semiconductors in the total new premium vehicle bill of materials (BOM) to more than 20% by 2030 – up more than 5X from 4% in 2019. The company forecasts the total addressable market (TAM) for automotive silicon will more than double by the end of the decade to $115 billion – approximately 11% of the entire silicon market.2

In pursuit of this opportunity, Intel announced plans to build new chip manufacturing facilities in Europe, establish committed foundry capacity at its Ireland site, and launch the Intel Foundry Services Accelerator to help foundry customers move automotive designs to advanced nodes.

In addition, Intel's Mobileye division unveiled the first production AV equipped with the Mobileye Drive self-driving system and bearing the MoovitAV services branding. Mobileye is working with Sixt to bring autonomous ride-hailing into operation with Munich-based Sixt SE starting in 2022. 


https://www.intel.com/

Intel leverages silicon photonics for Mobileye's lidar system-on-chip

Mobileye, a division of Intel, unveiled a new silicon photonics processor for frequency-modulated continuous wave (FMCW) lidar. The new device, which was engineered at Intel’s silicon photonics fab in New Mexico, is expected to be in production by 2025. 

Mobileye envisions that AVs will use both radio- and light-based detection-and-ranging sensing.

The new software-defined imaging radar technology with 2304 channels, 100DB dynamic range and 40 DBc side lobe level that together enable the radar to build a sensing state good enough for driving policy supporting autonomous driving. 

“This is really game-changing. And we call this a photonic integrated circuit, PIC. It has 184 vertical lines, and then those vertical lines are moved through optics. Having fabs that are able to do that, that’s very, very rare. So this gives Intel a significant advantage in building these lidars,” stated Mobileye president and chief executive officer Amnon Shashua.



Windstream Wholesale connects with EdgeConneX in Tempe

Windstream Wholesale will connect its Intelligent Converged Optical Network (ICON) to the EdgeConneX data center in Tempe, Arizona.

The carrier-neutral PHX01 Data Center is located at 3011 South 52nd St., Suite 107, in Tempe, less than 10 minutes from downtown Phoenix. It connects to Windstream’s point of presence at 1710 East Grant St. in Phoenix and houses approximately 30 clients, including cable and content providers, carriers, enterprise-scale customers and international tenants.

A Microsoft Azure ExpressRoute cloud on-ramp is available at Windstream’s Phoenix facility as well as other multi-cloud hybrid solutions through the company’s technology and solution partners. In addition, EdgeConneX enables customers to access leading CSP’s like AWS, Google, Oracle, and IBM.

Windstream Wholesale also has a presence in these EdgeConneX data centers:

  • 1003 Donnelly Ave., Atlanta, GA
  • 21005 Lahser Rd., Southfield, MI
  • 6327 Northeast Evergreen Parkway, Hillsboro OR
  • 282 Corliss St., Pittsburgh, PA
  • 8535 Highfields, Englewood, CO (Jan 2022)

Windstream Wholesale cites progress with 400G

Windstream Wholesale  is expanding its 400 Gigabit wave offerings to meet rapidly growing customer demand for high-bandwidth solutions. The carrier cited several milestones:Windstream and Infinera were the first to successfully demonstrate 400 Gig client-side services in April 2020 with commercially available ultra-efficient 400GbE-LR8 QSFP-DD compact pluggable interfaces.In February 2021, Windstream announced that it had deployed 400 Gbps single-wavelength...


ADTRAN/ADVA combination reaches major milestones

ADTRAN announced that the acceptance of the exchange offer regarding the proposed business combination between ADTRAN and ADVA Optical Networking SE has been recommended by ADVA's management and supervisory boards and that key antitrust approvals have been received.

On November 23, 2021, the management and supervisory boards of ADVA issued a joint reasoned statement recommending that ADVA shareholders accept the exchange offer for Acorn HoldCo shares. The members of both boards are of the opinion that the consideration offered is appropriate and fair and in the best interest of ADVA and its shareholders.

Furthermore, following approval of the publication of the offer document by the German Federal Financial Supervisory Authority (BaFin), the offer period in Germany started on November 12, 2021, and is expected to end on January 12, 2022.

In the United States, the registration statement on Form S-4 filed with the U.S. Securities and Exchange Commission (SEC) by Acorn HoldCo, Inc., which includes a proxy statement of ADTRAN and a prospectus of Acorn HoldCo, was declared effective on December 2, 2021. ADTRAN also announced that it has scheduled a special meeting of its shareholders to be held on January 6, 2022, at 10:30 a.m. (CST) to seek approval by ADTRAN’s shareholders of the proposed business combination, a key milestone. Further information on the special meeting of shareholders is available on the ADTRAN Investor Relations website at investors.adtran.com.

Major milestones have also been reached with regard to the required antitrust approvals. As of November 17, 2021, the relevant antitrust authorities have either cleared the business combination or confirmed they did not intend to conduct a public review. The parties continue to work diligently to obtain the required foreign direct investment approvals.

ADTRAN Chairman and Chief Executive Officer Tom Stanton stated, “Progress of our merger is on track with key antitrust clearances now received and the parties focusing on cooperative proceedings with the FDI authorities. Customer feedback has been overwhelmingly positive, and our expected completion timeline remains on track.”

https://investors.adtran.com/news-and-events/press-release-details/2021/ADTRANADVA-Combination-Reaches-Major-Milestones/default.aspx

ADTRAN + ADVA merger targets fiber broadband opportunities

ADTRAN and ADVA announced a merger focused on end-to-end fiber networking solutions for communications service provider, enterprise and government customers. The deal combines ADTRAN’s market presence in fiber access, fiber extension and subscriber connectivity solutions with ADVA’s position in metro wavelength division multiplexing, data center interconnect, business ethernet and network synchronization solutions. The new company, which will...