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- Enterprise & Service Provider Routing & Switching Intelligence Service - Premium (7)
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Optical Networks Intelligence ServiceGain critical insight into the market for optical networking equipment used by service providers and enterprises. This service features four proprietary trackers that detail global and regional markets for optical network hardware, DCI/packet-optical/OTN switching and transport equipment, data center optics and telecom optics.Subscribers Only
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SDN & NFV Intelligence ServiceIdentify opportunities in the software-defined networking (SDN) and network functions virtualization (NFV) markets. This service features four proprietary trackers that detail global and regional markets for data center and enterprise SDN hardware and software and carrier SDN, SDN and NFV hardware, software and services.Subscribers Only
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Inphi is the first to announce sampling of coherent DSPs for 400ZRDecember 02, 2019On 25 November 2019, Inphi announced it has started sampling its new Canopus coherent Digital Signal Processor (DSP), which the company claims is the industry’s first merchant 7 nm coherent DSP. The Inphi team focused the Canopus design on lower power dissipation, enabling it to support 400ZR small form factor (SFF) pluggable applications. 400ZR is an important specification as it promises to be the first interoperable coherent optics solution to offer the same faceplate density as pluggable client optics. This provides a nice 400G symmetry for edge routers and switches with 400G line-side connections of up to 120 km. We expect 400ZR transponders will become available in 2H20 and will gain significant market traction with hyperscale operators and some service providers for point-to-point DCI links. Clients, please log in to view the full content.Subscribers Only
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Data Center Optics Market TrackerOctober 22, 2019This market tracker provides accurate data and analyses—including market size, forecasts, and market trends—to help clients make better business decisions in the 10G, 40G, 100G datacenter optics market.Subscribers Only
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Telecom Optics & Components Market TrackerOctober 08, 2019This market tracker provides accurate data and analyses—including market size, forecasts, and market trends—to help clients make better business decisions in the 10G, 40G, 100G telecom optics market.Subscribers Only
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ECOC 2019 in Dublin, IrelandOctober 02, 2019The hottest topic at this year’s ECOC was 400G ZR, which holds the promise of finally enabling IP optical convergence at 400G using small form factor (SFF) pluggable transponders that can be plugged directly into routers and switches. 400G ZR is an OIF implementation agreement (IA) that is broadly supported by module vendors, coherent optical components suppliers, equipment vendors, and hyperscale data center operators. It is focused on DCI and point-to-point router connectivity applications. Another notable happening at ECOC was confirmation that availability of 400G datacom transceivers would be pushed out again. Product introduction dates are now delayed over one year from the original schedule; there are still technical issues with these products that must be resolved prior to general availability. Transceiver vendors are currently sampling 400G DR4s to key hyperscale customers. During OFC in March, vendors indicated that 400G DR4 transceivers would be released in 2H19. The new commercial release schedule from leading vendors is now 1Q20. Clients, please log in to view the full content.Subscribers Only
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Cisco continues to bulk up on optical technologyJuly 10, 2019On 9 July 2019, Cisco announced its intention to acquire optical communications specialist Acacia (ACIA) for $2.6B or $70 per share. Acacia is a leader in high-speed coherent optical networking technology, which is used in applications including data center interconnect (DCI), metro, long haul, and subsea fiber optic communications. Motivations for Cisco’s acquisition of Acacia include increasing vertical integration in its optical systems business, supporting IP-optical convergence with high-performance pluggable coherent transceivers, and having the expertise in-house to address future opportunities for coherent optical technology including high-speed, shorter reach connectivity within data center and enterprise environments. Clients, please log in to view the full content.Subscribers Only
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Open Eye MSA consortium targets high-speed datacom opticsMay 23, 2019A new industry consortium called the Open Eye MSA Group has formed to look at new techniques to enable lower cost, power-efficient, and latency-optimized optical transceivers for 50G, 100G, 200G, and 400G data center applications. The group’s long-term goal is to increase the adoption of PAM4-based optical transceivers by using lower cost, mature (at lower speeds) analog techniques for clock and data recovery (CDR). Cost and power dissipation are two of the most important considerations for data center operators evaluating datacom transceivers. Using analog CDR minimizes the need for digital signal processing and should reduce cost and power consumption. Another benefit to using analog CDR is a significant reduction in latency, which is important in many time-sensitive applications. MSA founding members Semtech and MACOM contend that transceivers incorporating CDR in place of the current PAM4 DSP will have lower cost and power dissipation because PAM4 DSPs are the most expensive and power-hungry item on the bill of materials. Clients, please log in to view the full content.Subscribers Only
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400G pluggable transceivers drive product developmentMarch 18, 2019A plethora of product demonstrations and announcements were made at OFC 2019 in San Diego. The announcements centered on 400GbE for datacom transceivers for data center switches, service provider routers, and client-side interfaces for optical transport equipment, as well as 400G ZR for DCI and ZR+ metro-regional applications. Significant progress was demonstrated in terms of performance, size, and power dissipation, enabling solutions utilizing popular form factors including OSFP and QSFP-DD. Vendors have begun commercial release of 400GbE datacom products, and several vendors are planning to start customer sampling of 400G ZR transceivers in 4Q19. Clients, please log in to view the full content.Subscribers Only
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Ciena launches WaveLogic 5—the race to 800G is on!February 22, 2019MWC and OFC provide a great opportunity for companies to make new product and technology announcements, and on 20 February 2019, Ciena announced plans for its next-generation coherent optical chipset named WaveLogic 5. WaveLogic 5 will be made available in two variants, covering applications from single span unamplified links through long-haul and subsea networks. The WaveLogic 5 Extreme (WL5e) is optimized for performance and flexibility, operating between 200G and 800G per wavelength, while the WaveLogic 5 Nano (WL5n) is optimized for footprint and power dissipation, operating between 100G and 400G per wavelength. Ciena is developing separate DSPs for each platform in parallel using 7 nm silicon for both. It is also employing vertically integrated high speed electro-optic component technology for footprint optimized coherent optics.Subscribers Only
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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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Key technologies for telecom digital transformationFebruary 04, 2019IHS Markit recently surveyed 25 leading telecom operators about the following four digital transformation technologies: operator priorities for automation; target use cases and drawbacks of artificial intelligence (AI) and machine learning (ML) projects; qualities and hindrances of blockchain; and open-source software versus standards.
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Service Provider Digital Transformation Technologies Survey - 2018January 23, 2019Our second report examining telco digital transformation focuses on four technology areas: automation, which is the key to digital transformation, operator plans for using AI and ML, blockchain applications for telecom networks, and the role of open source software versus standardsSubscribers Only
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Survey: SDN deployed by 78 percent of global service providers by the end of 2018January 23, 2019Service providers are in the early stages of a long-term transition to software-defined networks (SDN)
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How Netcracker became the first business cloud nutcrackerJanuary 17, 2019Already known for the innovative capabilities that propelled its cloud and SDN/NFV ascension over the past decade, Netcracker, a wholly owned subsidiary of NEC Corporation, never rests on its laurels and keeps pushing the envelope. This time around, though, the bar was lifted very high. Netcracker has developed and launched a new cloud-based service that essentially includes everything the company has in its OSS/BSS product and services offering. Named Business Cloud, the platform leverages Netcracker’s cloud-based SDN/NFV and IT portfolio—from VNFs to orchestration, OSS, BSS, portals, and a digital marketplace—and offers the complete set as a service to whoever needs to build a cloud infrastructure to turn up new digital services. Clients, please log in to view the full content.Subscribers Only
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Carrier SDN Strategies Service Provider Survey - 2018December 20, 2018The Carrier SDN Strategies Service Provider Survey explores service provider plans and strategies for evaluating and deploying software-defined networks (SDNs).Subscribers Only
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SDN & NFV Vendor Leadership Service Provider Survey - 2018December 18, 2018The SDN & NFV Vendor Leadership Service Provider Survey provides service provider ratings of software-defined networks (SDNs) and network functions virtualization (NFV) vendors.Subscribers Only
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II-VI announces plans to acquire FinisarNovember 14, 2018On 9 November 2018, II-VI Incorporated announced plans to acquire Finisar in a cash and stock deal with an equity value of $3.2 billion; the acquisition is expected to close in the middle of 2019. The combined company will generate approximately $2.5 billion in annual revenue. The markets for photonic products are diverse and increasingly competitive, and product R&D and fabrication facilities for compound semiconductors are very expensive. Consolidation to achieve scale is a viable strategy to maintain the level of investment required to develop differentiated products serving fast-growing, diverse markets. With the Finisar acquisition, II-VI nearly doubles in size in terms of revenue, R&D investment, and employees. Clients, please log in to view the full content.Subscribers Only
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Universal CPE: A new market and new deployment model for managed servicesAugust 28, 2018The universal customer premises equipment (uCPE) market will increase from $7.7 million in 2017 to $1.02 billion in 2022 – a cumulative $1.9 billion market over the six years from 2017 to 2022.
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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
