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Research Type - Insights Research by Market - Mobile & Telecom Service - Service Provider Routing & Switching Intelligence Service Service - Video Media Intelligence ServiceBy Attribute
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Will 400G ZR transceivers disrupt the coherent optics market?February 13, 2019Recent research from IHS Markit indicates that data center interconnections are the fastest growing segment for coherent transceivers. Currently, metro and long-haul DWDM equipment is used to connect data centers around the world, but metro and long-haul DWDM solutions are overkill to interconnect data centers in campus and urban metro areas. Metro-access DCI are point-to-point connections with fiber reach between 40 and 120 km, making it possible to use unamplified links at least to 100 km, well beyond the capabilities of direct detect datacom transceivers. Coherent telecom transceivers can be used, but they have higher performance than required, are more complex, and are generally offered at a higher price point. They also use proprietary SD-FEC modes that are not interoperable. In response to this, the Optical Interconnect Forum (OIF) has developed the 400G ZR MSA to define specifications for 400GbE transceivers optimized for 80–100 km unamplified links using a grey channel in the center of C band. There is also strong interest from telecom and cable service providers for a DWDM version of the 400G ZR, so the OIF developed a colored version of the 400G ZR specification.Subscribers Only
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Cisco doubles down on silicon photonicsDecember 21, 2018On 18 December 2018, Cisco announced plans to acquire Luxtera Incorporated, a privately-held semiconductor company focused on silicon photonics (SiP) based solutions, for $660M in cash and equity. The acquisition is expected to close in the second quarter of CY19. Luxtera develops and manufactures silicon photonics–based optical transceivers primarily for interconnecting servers, routers, and switches in hyperscale and enterprise data centers. Clients, please log in to view the full content.Subscribers Only
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Huawei Analyst Summit 2018: Carrier networks at a crossroadsMay 02, 2018The 2018 Huawei Global Analyst Summit was, as usual, a large, lavish, and information-packed affair. From executive-level insights into the overall direction of the business to more in-depth and detailed insights on Huawei technology across a wide range of areas, this year’s event provided a good overall view of the state of the telecommunications industry with a primary focus on business in China and Asia. A key takeaway is that the carrier networks business is at a crossroads—and it is not clear at this stage whether 5G will be able to come to the rescue. The consumer and enterprise segments, supplemented by a new business addressing public cloud services, anchored growth for the company in 2017. Clients, please log in to view the full content.Subscribers Only
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Ethernet access device market up 8 percent year over year in 2017April 06, 2018Worldwide Ethernet access device (EAD) revenue totaled $987 million in 2017, increasing 8 percent over 2016. The market is forecast to reach $1.47 billion in 2021, achieving a 2017–2022 CAGR of 8 percent.
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Operator Survey: Smart central offices to be in 85 percent of service provider networks this yearJanuary 25, 2018In 2018, 85 percent of operator respondents plan to create, or will have already deployed, smart central offices — that is, installing servers, storage and switching to create mini data centers in selected central offices. These mini data centers are used to offer cloud services, and as the network functions virtualization (NFV) infrastructure on which to run virtualized network functions (VNFs) such as vRouter, firewall, CG-NAT and IP/MPLS VPNs.
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ZTE mobile business drives toward 5G with SDN-NFVDecember 12, 2017Global telecom and IT vendor ZTE Corporation hosted its 2017 Wireless & Services User Congress from October 19 to 20 in Brussels, bringing together more than 100 European operators, several of whom spoke about their 4G and pre-5G mobile projects with ZTE. The event focused on how ZTE is driving commercial deployments of software defined networking (SDN), network functions virtualization (NFV), 4G, and, soon, 5G—highlighting the company's mobile hardware and software, service products, and customers. Clients, please log in to view the full content.Subscribers Only
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Juniper makes waves with new open line systems portfolioNovember 20, 2017Juniper jumped into the open optical line systems market with the introduction of the Juniper Programmable Photonic Layer and the proNX Optical Director. When combined with Juniper’s routing and switching portfolio and the optical transponder products and technology acquired through its 2016 BTI acquisition, the new products allow Juniper to deliver end-to-end packet optical solutions for its data center and routing customers and prospects in the cloud, enterprise, and service provider markets. Clients, please log in to view the full content.Subscribers Only
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Jio’s New Network: 100 Million Subscribers in 170 DaysSeptember 06, 2017Network traffic is exploding in India, and operators are scrambling to ensure their network capacities are ready for this onslaught. Two significant offerings with unlimited mobile data are particularly responsible for increased mobile broadband usage across India: Google’s WiFi in railroad stations and Reliance Jio’s new network. This Analyst Insight focuses on Jio. Clients, please log in to view the full content.Subscribers Only
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Three launches UK’s first zero rated video offerJuly 06, 2017UK mobile operator Three has launched a zero-rated music and video service, Go Binge, which will allow customers to access selected applications without using up their monthly data allowance.Subscribers Only
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On the Extreme Edge, a Double Triple: AT&T Domain 3.0 and Google Cloud 3.0June 22, 2017The “software-defined” focus of telecom means not only separation of the control plane and the data plane with a centralized view of the whole network or its major parts but also a distribution of intelligence—read compute—in stepping stones toward the extreme edge of the network. We hear “edge compute” embodied in such efforts as MEC, at first in “Mobile Edge Compute,” morphing into “Multi-access Edge Compute”.Subscribers Only
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Nokia Pursues Web Scale with Next Gen Routing SiliconJune 20, 2017Moving contrary to current popular belief—that the future evolution of networking is fully open and software defined—Nokia comes to market with an unapologetically hardware-oriented launch of its newest generation of routing silicon and purpose-built high-performance routers. With this announcement, Nokia signals its ongoing commitment to developing high-performance routing and switching hardware for its traditional base of service provider customers while also putting an increased focus on the web-scale Internet Content Providers (ICPs). Clients, please log in to read the full content.Subscribers Only
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NFV and SDN Extend to Enterprise Sites: New $750M uCPE Market EmergesApril 21, 2017As operators plan to extend their virtual network environments, we are on the cusp of a lucrative new market for universal CPE (uCPE). A uCPE is a physical device providing a “pico cloud,” (compute, storage and switching) capable of running virtualized network functions (VNFs) such as virtual firewalls, virtual WAN optimization appliances, SD-WAN, VLANs, and other functions delivered as managed services. Clients, please log in to view the full content.Subscribers Only
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Service Provider Consumption Models: New Ways to Buy Software and Hardware in a Virtualized World and More Questions than AnswersJanuary 17, 2017Over the past 2 years, I’ve been talking to operators and vendors about how they’re going to buy, consume, and sell software and hardware going forward. I usually get only general answers from vendors, and I reported some of these options for vRouter software in a series of client notes in 2014-2015. But to be fair, consumption models are certainly in a state of flux or, better said, are developing along a number of tracks, each to serve a different purpose or satisfy a service provider need. Please log in to read the complete insight.Subscribers Only
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RESEARCH NOTE - 100GE Router Port Purchases to More Than Double from 2016 to 2018, Study RevealsJanuary 09, 2017Following is information and insight from IHS Markit about our Routing, NFV, and Packet-Optical Strategies Global Service Provider Survey.
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RESEARCH NOTE - Cisco, Juniper, Huawei and Nokia Reign Supreme in Latest IHS Markit Router and Switch SurveyJanuary 03, 2017Following is information and insight from IHS Markit about our 2016 Router and Switch Vendor Leadership Global Service Provider Survey.
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RESEARCH NOTE - Ethernet Access Device Market Rises 4 Percent in H1 2016October 17, 2016Following is information and insight from IHS Markit about our H2 2016 Ethernet Access Devices (EADs) Biannual Market Tracker.
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Juniper Plans Disruption for IP/Optical NetworksOctober 13, 2016On 4 October 2016, Juniper Networks hosted their second annual NXTWORK event providing an opportunity for customers, industry analysts, and the press to get an update on Juniper’s latest product and technology innovations and a sneak peek at their corporate strategy and future direction. Of particular interest for the optical equipment vendor and component supplier communities was the additional insight provided on how the recent acquisitions of BTI Photonics and Aurrion fit into Juniper’s aspirational master plan to transform networking infrastructure.Subscribers Only
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Cisco Embraces Web-Scale Players and Plans White Box Switch AlternativesAugust 23, 2016This July, I attended Cisco C-Scape, where we were able to learn more about Cisco’s strategy and business from key company executives, as well as discuss the role of the network and the broader global market. C-Scape is a targeted analyst event taking place during the larger Cisco Live 2016 event held in Las Vegas on July 11-12. Cisco Live hosted more than 28,000 paying Cisco customers and partners, who could choose from 100s of training sessions to learn about new Cisco technologies and products and visit Cisco partner exhibits and meet other customers. The exhibition hall was much larger than many of the focused SDN/NFV conferences I usually attend.Subscribers Only
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Growth Elusive as Carrier Capex ShrinksJuly 05, 2016As the industry waits for 5G and SDN standards and technology to mature and the next wave of network investments to ramp, network equipment vendors with significant exposure and dependency on shrinking telco capex spending are forced to get more creative in order to deliver the higher levels of growth demanded by their shareholders and/or owners. This Analyst Insight takes a closer look at some of the different growth strategies in play across a range of players in the network equipment market as revealed at 4 recent analyst events hosted by Nokia, Huawei, Juniper, and Ciena. Though this represents a mix—2 large integrated vendors, a specialist routing vendor, and a specialist optical networking vendor—all face the same challenge of shifting from being hardware oriented to more software oriented, and all have a significant exposure to service providers who themselves are facing challenges in an increasingly competitive market.Subscribers Only
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Now TV Combo takes SVoD firmly into the infrastructure businessJune 29, 2016Sky’s Now TV throws down the gauntlet to online video providers and low cost operator bundles alike, adding broadband internet and telephony services to their Now TV offer. The service which will launch in early July features a new streaming box which, like previous devices, is made by long term partner and part subsidiary; Roku. The slightly larger DMA is now capable of 1080p streaming, comes with a digital tuner for terrestrial broadcast, and adds live pause capabilities.Subscribers Only
