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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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Ethernet switching market surges 12 percent year over year, fueled by data center and campus upgradesJune 28, 2018Ethernet switch revenue declined 10 percent sequentially in Q1 2018 due to a seasonal slowdown in demand, but the longer-term growth outlook remains positive and strengthened further during the quarter, with year-over-year growth hitting 12 percent, up from 7 percent the previous quarter.
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Arista sets its sights on the campusMay 08, 2018A few months ago, I was asked by a client whether I thought it possible that Arista will enter the campus networking market. Everything’s a possibility, I thought, but this one seems far-fetched. Arista’s current switching products aren’t geared toward the campus (lack of 1G and PoE offerings), and more importantly, Arista doesn’t have a wireless networking portfolio...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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Best year for Ethernet switching since the recessionMarch 12, 2018Worldwide Ethernet switch revenue grew 2 percent sequentially in the fourth quarter of 2017 (Q4 2017), to $6.7 billion, building off the gains from previous quarters. For the full-year 2017, revenue rose 8 percent, reaching nearly $25 billion—the strongest growth in seven years.
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ALE: Renewed focus helps drive new growthFebruary 15, 2018At the end of January, we had the chance to attend Alcatel-Lucent Enterprise’s (ALE) Connex18 Northern European partner conference, getting an update on the company’s current traction and its plans for the future. After its acquisition by Huaxing and the subsequent new leadership of CEO Jack Chen, ALE implemented a number of changes to put the company on a solid footing and help drive a new direction. ALE had to reduce costs significantly to bring expenses in line with current revenue levels and concluded that process last year. ALE now has 2,100 employees (down from 2,600), 50% of which are located outside of France, and the company has been cash flow positive since April 2017. Because ALE is up against much larger and diversified companies, it must choose carefully how it spends its limited resources. ALE recognizes that its business is going to change significantly in the years to come, moving away from classic telephony (i.e., PBX and UC), which provides some 60% of its revenue today. In as little as three years, ALE expects the majority of new projects to be unrelated to telephony. To maintain and grow revenue in light of these changing market requirements, ALE has reorganized its business around three key principles it believes will drive focus and give purpose to its mission: vertical specialization, cloud opportunities, and mobile and IoT. Clients, please log in to view the full content.Subscribers Only
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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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WLAN revenue growth takes a breather in Q3 2017December 15, 2017The global enterprise wireless local area network (WLAN) equipment market cooled off a bit in Q3 2017 after very strong results the prior quarter. Revenue declined 3 percent sequentially to $1.5 billion in Q3 2017, and the year-over-year growth rate stood at 6 percent after two quarters of double-digit growth.
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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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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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Brocade—the Puzzle Has Been Solved, MostlyApril 03, 2017Last November, Broadcom announced that it would acquire Brocade for $5.9B and subsequently divest Brocade’s IP networking business (WLAN, Ethernet switches, routers, and networking software), only holding onto Brocade’s storage area networking (SAN) business. In November, we wrote that the spin-off “will put significant pressure on the IP networking business over the short-to-medium term” due to uncertainty over the new ownership. Our assessment proved true as Brocade’s IP networking revenue plunged 27% in its Q1 FY17 (vs the previous quarter) and was down 19% on a YoY basis (adjusted for the Ruckus acquisition) in market segments that experienced growth. Please log in to read the complete insight.Subscribers Only
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RESEARCH NOTE - WAN Spending by Businesses to Grow More Than 20 Percent Annually, Survey ShowsMarch 08, 2017Following is information and insight from IHS Markit about our Wide Area Networking (WAN) Strategies North American Enterprise Survey.
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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.