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Tesla Surprisingly Becomes Luminar's Largest Lidar Customer, Contradicting Musk's Past Criticism

Tesla Inc. (NASDAQ:TSLA) CEO Elon Musk has described lidar sensors as a “crutch” for autonomous vehicles. Yet Tesla has become the largest customer of lidar manufacturer Luminar Technologies, Inc. (NASDAQ:LAZR). As disclosed in Luminar’s earnings report on Tuesday, in the first quarter of 2024, Tesla contributed over 10% of Luminar’s revenue, totaling more than $2 million. Luminar’s revenue decreased 5% from the fourth quarter of 2023, primarily due to reduced sensor sales to non-automotive customers. However, this decline was mitigated by increased sales to Tesla, which became Luminar’s largest lidar customer in the first quarter, TechCrunch reports. Also Read: Luminar Technologies Stock Jumps On Earnings As Company Reveals Tesla Was Biggest Customer In Q1 The company also reported a 45% increase in revenue year-over-year. For the first quarter, Luminar reported a net loss of $(125.7) million, an improvement over last year’s $(146.7) million loss. Following the announcement of a 20% workforce reduction and plans to outsource much of its lidar sensor production to scale the business, Luminar disclosed these financial details. Tesla has been observed using lidar and other sensors on some test vehicles and reportedly partnered with Luminar as early as 2021, although specifics of the agreement remain undisclosed. Luminar noted Tesla in its earnings because it names customers accounting for 10% or more of its revenue, adhering to traditional SEC guidelines. This disclosure precedes Tesla’s anticipated robotaxi reveal on August 8. Musk has consistently argued that using lidar for autonomous vehicle navigation is a “fool’s errand,” criticizing the technology during Tesla’s “Autonomy Day” in 2019 by comparing it to having multiple unnecessary appendices. Meanwhile, analysts flagged Luminar Technologies as its volumes were hit by weaker demand for EVs (electric vehicles) due to affordability and lack of adequate charging infrastructure. Luminar Technologies stock lost over 74% in the last 12 months. Investors can gain exposure to the stock via Direxion Moonshot Innovators ETF (NYSE:MOON) and First Trust Nasdaq Artificial Intelligence And Robotics ETF (NASDAQ:ROBT).

发布日期 : 2024/05/23 | 发布者 : administrator | 浏览数 : 1551

Luminar has sent out Volvo’s order of lidar units in anticipation of the start of the EX90 EV’s production. Meanwhile, a new lo

Luminar is shipping out orders of its lidar sensors to Volvo as the automaker is preparing to start production of its EX90 electric vehicles, the company said today. Volvo will use the laser sensor to enable safety and self-driving features in the EX90, making it the “first global consumer vehicle to standardize this technology,” Luminar notes in a press release. The news comes during a “Luminar Day” webcast, where the company is also announcing a new next-generation “Halo” lidar sensor — one that’s designed for mainstream adoption, including in affordable vehicles, at half the cost of its current system. The order of lidar sensors to Volvo, which Luminar notes is part of its total order book worth $4 billion, comes after Volvo announced last year that it had to push production start of the EX90 to early 2024. At the time, the automaker cited the need for further “software testing and development.” At the time, Luminar stated Volvo’s delay was unrelated to its sensors. Luminar’s lidar tech sits on top of the vehicle like a visor and uses lasers to create a 3D environment around it. The placement allows the sensor to sort of blend into the roofline; however, the company’s current “Iris” sensors are still a bit obvious when looking at its partner vehicles like the EX90 and new Mercedes Benz racing vehicles. With Luminar’s new Halo sensor, the company is shrinking the overall size of the unit so it adds less than one inch of height to the roof of cars, weighs under one kilogram, and only uses about 10 watts of power. Halo will use four next-generation chips from Luminar Semiconductor Inc., which it says will enable four times performance improvements, three times the reduction in size, and twice the thermal efficiency compared to Iris. Luminar is moving forward with 1550nm lidars, stating it wants to “avoid future performance and power consumption issues associated with 905nm.” Luminar says it is also continuing safety testing and validation of its lidar technology. The company worked with Swiss Re to measure how lidar can reduce the severity of accidents and found that its tech resulted in about 27 percent reduction in accidents and about 40 percent reduction in severity compared to the top-performing vehicles with camera and radar-based systems. Luminar is also partnering with physics simulator software company Applied Institution to conduct virtual testing and validation of collected lidar data, which can reduce validation costs compared to real-world testing. Correction April 23rd, 2024, 10:25PM ET: A previous version of this article incorrectly valued Luminar’s deal with Volvo at $4 billion. That value is for Luminar’s total order book. We regret the error.

发布日期 : 2024/05/16 | 发布者 : administrator | 浏览数 : 1528

South Korea’s Joowon Industrial Selects Aeva 4D LiDAR for Automated Power Line Inspection Program

发布日期 : 2024/05/16 | 发布者 : administrator | 浏览数 : 1636

Augmented Reality and Virtual Reality Market Review

Augmented Reality and Virtual Reality Market based on technology, the augmented reality (AR) market is projected to grow from USD 15.3 billion in 2020 to USD 77.0 billion by 2025; it is expected to grow at a CAGR of 38.1% from 2020 to 2025. The virtual reality (VR) market is projected to grow from USD 6.1 billion in 2020 to USD 20.9 billion by 2025; it is expected to grow at a CAGR of 27.9% from 2020 to 2025. The increasing demand for AR devices and applications in healthcare, rising investments in AR market, and growing demand for AR in retail and e-commerce sectors due to COVID-19 are the key factors driving the AR market growth. The availability of affordable VR devices, growing adoption of HMDs in different industries, advancement of technologies and growing digitization, penetration of HMDs in gaming and entertainment sectors after COVID-19, and high investments in VR market are the key factors driving the VR market growth. Augmented Reality and Virtual Reality Market Size, Forecast to 2025 With COVID-19 Impact Analysis The COVID-19 pandemic is expected to positively impact the growth of the AR and VR market for healthcare application, as AR VR HMDs are expected to be majorly adopted by medical professionals as protective gear in the near future. COVID-19 has negatively impacted the supply chain of the market due to lockdowns and low cross-border trade. Due to the COVID-19 pandemic, the global consumer market for AR & VR is expected to witness sluggish growth in the coming years. The shutdown of consumer markets worldwide has affected the sale of products such as HMDs and projectors. However, the market for VR is expected to regain its complete momentum by 2023. Augmented Reality and Virtual Reality Market Dynamics Driver : Increasing demand for AR devices and applications in healthcare AR plays an important role in the healthcare sector. AR can be used to provide a virtual view of a patient, in which a surgeon can see the condition of the patient’s body parts. This can help the surgeon to conduct minimally invasive surgeries. The use of AR modeling and 3D visualization is expected to help the healthcare sector. The use of AR for improving fitness, teaching complex subjects to medical students, training doctors, managing pharmacy, and caring and supporting patients after they leave the hospital is driving the growth of the augmented reality and virtual reality market in this sector. Challenge: Display latency and limited field of view The major challenge faced by these AR manufacturers is to provide a wide field of view (FOV). The field of view is defined as the extent of the observable world at any given moment. Ideally, a human eye has a visual field of ~200° horizontally and 135° vertically; though, currently, AR and VR are capable of providing a FOV of up to 90°. For AR devices to create immersive experiences, they must capture as much of the FOV as possible. Another major challenge for the AR device and application manufacturers is to offer low latency displays. The errors caused by latency often lead to image lagging, thus posing a major challenge for the AR device and application manufacturers. While playing a game, high input lag makes the gameplay feel sluggish and unresponsive. A lower input lag level allows gamers to enjoy a seamless control experience, as movements on the screen respond instantly to the commands. This has been one of the biggest technical challenges faced by AR manufacturers. All possible systems are bound to have some threshold latency, which comes from the content frame rate, the display’s refresh rate, and input lag. Furthermore, these devices are largely being adopted by healthcare and aerospace & defense applications, where any late response would have catastrophic results.

发布日期 : 2022/02/08 | 发布者 : administrator | 浏览数 : 3069

Vehicle LiDAR Optical Components Market Review

At present, the industry is in the initial stage of development, with few market participants and small market scale. The relevant products of some market participants are still in the R&D stage and have not yet achieved mass production. However, with the increasing market demand of vehicle lidar, the continuous progress of relevant technologies and the continuous increase of capital investment, it is expected that the market scale of vehicle lidar optical components will continue to expand and the market prospect will be broad in the prediction period. The global market for Vehicle Lidar Optical Components is expected to reach US$ 51.47 million in 2021 and is expected to reach US$ 2428.02 million by 2027, at a compound annual growth rate (CAGR) of 90.09%. In terms of product type, the market for receiving end is expected to reach US$ 1191.91 million by 2027, with a compound annual growth rate (CAGR) of 90.03% between 2021 and 2027. The market for transmitting end is expected to reach US$ 1236.11 million by 2027 at a compound annual growth rate (CAGR) of 87.52% between 2021 and 2027. In terms of product market application, the market size for passenger vehicle is expected to reach US$ 2116.51 million by 2027, with a compound annual growth rate (CAGR) of 87.16% between 2021 and 2027. The market size for commercial vehicle is expected to reach US$ 311.51 million by 2027, with a compound annual growth rate (CAGR) of 127.96% between 2021 and 2027 . At present, major global manufacturers including Sunny Optical, Nidec Sankyo, Focuslight, Yongxin Optics, Viavi Solutions, etc. In 2020, the share of Top 7 major manufacturers exceeded 84%. The industry competition is expected to intensify in the coming years.

发布日期 : 2022/02/08 | 发布者 : administrator | 浏览数 : 2912

Fast Axis Collimator Lenses (FACs) Market Review

According to our latest research, the global Fast Axis Collimator Lenses (FACs) size is estimated to be USD 161.85 million in 2021 from USD 158.97 million in 2020, with a change of 1.81% between 2020 and 2021. The global Fast Axis Collimator Lenses (FACs) market size is expected to grow at a CAGR of 5.03% for the next five years. Fast Axis Collimator Lenses (FACs) have high R&D costs and complex production processes. Therefore, the number of manufacturers that can be produced in the market is very limited, which leads to a very high market concentration. The main players in the market are LIMO (Focuslight), FISBA, Ingenric and Hamamatsu, which together accounted for 94.13% of the total global market in 2020. In the future, with the improvement of market demand and the continuous development and progress of technology, new companies will continue to enter the market, so the market concentration will gradually become more dispersed. The Covid-19 outbreak in 2020 has also had a significant impact on Fast Axis Collimator Lenses (FACs). The quarantine measures during the epidemic have had a greater impact on the market supply chain, and market demand has declined to a certain extent. However, many countries have adopted timely prevention and control measures and popular vaccination, so the economy has recovered. Although the epidemic situation in many countries around the world has rebounded in 2021, the epidemic situation in most countries is under control. Therefore, the market is expected to rise in 2021 and return to normal growth in 2022.

发布日期 : 2022/02/08 | 发布者 : administrator | 浏览数 : 3031

Optical Transceiver Market Review

Traffic growth is a key growth metric for the datacom market which is primarily supported by Ethernet. Both business and consumer traffic is created in “the cloud” with consumer traffic about 2.5X larger than business traffic according to Cisco’s Global Cloud Index. It’s also growing faster. That is no surprise given the rise of video-rich social media. According to Cisco, global IP traffic is growing at 26% CAGR, but this seems to be a low estimate. Another relevant study comes from global colocation operator Equinix. They project that installed global interconnection bandwidth capacity will grow at a 45% CAGR in 2019-2023, as shown in below Figure. Full-year Ethernet optics sales declined in 2019 by 17%. Weaker than expected demand from several large customers and steep price declines that started in late 2018 are the main reasons for this decline. Market momentum turned positive in Q2 2019 and accelerated toward year-end, but it was too late to prevent the first decline in sales of Ethernet transceivers since 2009 and the first ever double digit decline in this market segment. Even during the telecom crash, sales of Ethernet transceivers (mostly for enterprise networks at the time) were a bright spot in the market. Strong demand for 100GbE modules in the second half of 2019 resulted in shortages for some products, which stabilized prices. In Q4 2019, just before COVID-19 began circling the globe, demand for optical connectivity was very strong and sales of optical transceivers set a new record. When Wuhan was shut down by the virus in early Q1 2020, shortages spread to many more transceiver product categories, since so much is now manufactured in that city. Factories in Wuhan resumed operations in Q2 2020 and the industry supply chain recovered promptly, so much so that 2020 ended up being a new record for sales of Ethernet transceivers, despite the economic impacts of the pandemic. Increased demand for Cloud services, including remote work and study, boosted internet traffic growth across global networks. This created a spike in demand for optical transceivers ranging from legacy 1GbE to the latest 400G modules. We expect that sales of legacy products from 1GbE to 100GbE modules will decline gradually in 2021-2026, but sales of 200GbE, 2x200GbE, 400G and even 800G transceivers will sustain the market growth. Demand from the leading Cloud companies remains very strong and they will consume the majority of next generation Ethernet transceivers in 2021-2026.

发布日期 : 2022/02/08 | 发布者 : administrator | 浏览数 : 2939

25G Transceiver Market Pushed by 5G Front-Haul Network

The advent of the 5G era fuels the need for higher bandwidth and ultra-low latency network. The 25G module market will skyrocket to satisfy the higher base-station density due to that the network granularity is 25Gbps in 5G front-haul network. This article will provide some insights into the 25G transceiver market in the 5G era. 5G Front-Haul Drives the Outbreak of 25G Transceiver Market Considering the convenience and efficiency of network construction, the initial 5G front-haul connection will be based on the fiber direct connection, supplemented by the passive WDM connection and the active WDM/OTN/ SPN connection. Figure 1: 5G Front-Haul Network Architecture Point-to-point direct connection is used to link each AAU (Active Antenna Unit) and the DU (Distribute Unit). Since it takes a lot of fiber resources, the connection needs necessary strategies to save fiber cables, such as using 25G BiDi optical modules and 25G WDM modules. 25G BiDi optical module adopts WDM technology to multiplex multiple wavelengths into one single fiber, supporting transmission distances of 300m and 10km. In the passive 25G WDM network, the 25G WDM module is installed on the AAU and DU, while the active WDM/OTN devices are configured in the AAU site and the DU equipment room. They utilize WDM technology, providing multiple AAU to DU connections by using a pair of optical fiber. These two are efficient supplements to the fiber-to-fiber direct connection in front-haul 5G deployment to solve the fiber exhaust. Therefore, a great amount of various 25G optical transceivers will be applied in 5G front-haul transmission, which lays a solid foundation of a promising 25G transceiver market. 25G Transceiver Market Analysis and Forecast In this section, the current implementation scenarios of 25G transceivers in 5G front-haul transmission, and how the market will progress under such a circumstance will be discussed below. 25G Transceiver Development Pushed by Higher Data Rates Requirement In the age of 4G, single-mode 10G SFP+ optical transceivers are the dominance of front-haul network. However, the number of 5G base stations is expected to be 1.3-1.5 times larger than that of 4G. It is predicted that the number of 5G macro base stations will exceed 5 million, which demands for higher speed optical transceivers. Since the network granularity of 5G front-haul transmission is 25Gbps, the needs for 25G optical transceivers will be stimulated because of the increasing number of 5G base stations. 25G Transceiver Market Boosted by Technology Development 25G Ethernet technology is developed with the merits of low-cost, low-power consumption and high density. As the use of the 25G transceiver in 5G network keeps burgeoning, more and more optical transceiver manufactures will intensively participate in the research and development of 25G transceivers technology around 5G application. For instance, WDM technology adopted by 25G BiDi modules and 25G WDM modules is used to save fiber resources in 5G front-haul transmission. 25G Transceiver Market Promoted by Competition In addition, the fierce competition will significantly drive the 25G optics market growth. By 2021, the carriers will work to get infrastructures and systems ready to transition to 5G, and the 25G optical module market is anticipated to reach a 2-million. Moreover, 25G optical module also serves as the building block of migration to 100G or 400G Ethernet, which further stimulates the market to prosper. It means that 25G is offering a promising future of development with its trial functioning and full-blown deployments in 2020. Figure 2: 25G/40G/50G/100G/200G/400G Optical Transceivers Market Forecast Conclusion As the starting point of the 100G/400G network, the 25G transceiver market will be more competitive and lead to a new peak in the following years. Due to the increased 5G base stations, mature 25G transceiver solutions and decreasing cost of 25G modules, the 25G transceiver will become mainstream in the near future.

发布日期 : 2020/12/29 | 发布者 : administrator | 浏览数 : 4928

Cloud company optics spending nearly pandemic proof: LightCounting

Cloud company optics spending nearly pandemic proof: LightCounting Spending on optics – such as Ethernet optical transceivers, DWDM optics, active optical cables (AOCs) and embedded optical modules (EOMs) – such “cloud” companies as Amazon and Google appears to be weathering the COVID-19 storm so far this year, according to LightCounting. Despite some hiccoughs, sales of optics to such companies remains set to reverse last year’s downturn, the market research firm says in its new 2020 Mega Datacenter Optics Report. Cloud companies had been ravenous for optical communications technology as they build new data centers or expanded existing ones, LightCounting notes. Segment spending increased by more than 50% in 2016 and more than 70% in 2017, the market research firm states. However, momentum slowed in the latter half of 2018; combined with sharp deceases in the selling price of 100 Gigabit Ethernet (GbE) optical modules, revenue shrinkage continued in 2019, leading to an overall year-on-year decline of 13% (see graph above). The onset of the COVID-19 pandemic hasn’t helped matters this year. LightCounting notes that some data center deployments have been delayed and Facebook has postponed planned deployments of 200GbE until 2021. However, Amazon and Google appear to be going full steam ahead on 400GbE deployments, while Chinese cloud companies are on pace to set a 100GbE spending record now that the country appears to have put the pandemic behind them.

发布日期 : 2020/10/21 | 发布者 : administrator | 浏览数 : 4741

Pandemic or not, optical transceiver sales will still grow in 2020: LightCounting

Pandemic or not, optical transceiver sales will still grow in 2020: LightCounting Life as a component and subsystem supplier is uncertain in the midst of the current COVID-19 coronavirus pandemic – as illustrated by the type of guidance (or lack of it) we’ve seen from recent corporate earnings statements (see, “Initial calendar 1Q20 optical component and transceiver revenue reports all over the map”). But LightCounting says there’s reason to be optimistic that the industry will be on more stable ground in the second half of the year, leading it to conclude, via its latest market forecast, that optical transceiver sales will still show year-on-year growth in 2020. The market research firm notes that while transceiver production facilities in China opened early last month, most businesses in Malaysia and the Philippines remain closed and those in Europe and the U.S. are just starting to reopen. Nevertheless, LightCounting expects that overall transceiver production will reopen in the third quarter of this year and be fully humming by the fourth quarter. Given the demand for optical transceivers going into the year, that market will still have time to show revenue growth, LightCounting asserts. A leveling off of price declines will help achieve this outcome, the market analysts say in their report. Modest revenue growth this year will accelerate to a 24% increase in 2021, LightCounting states (see chart above). Sales of optical modules for wireless fronthaul and backhaul applications will lead the way, showing 18% and 92% growth, respectively, thanks to 5G deployments in China. Such initiatives remain on target for 2020, according to the market researchers. Meanwhile, sales of FTTx optics and active optical cables will grow in the double digits this year, again thanks to China. And Ethernet and DWDM optical module sales will enjoy double-digit increases in 2021 as operators catch up after delays this year. LightCounting’s April 2020 Market Forecast Report offers a market demand forecast through 2025 for optical components and modules used in Ethernet, Fibre Channel, CWDM/DWDM, wireless infrastructure, FTTx, and high-performance computing (HPC) applications. The forecast is based on LightCounting’s proprietary forecast model, which correlates transceiver sales with network traffic growth and the projected deployments of 5G and FTTx systems for broadband access.

发布日期 : 2020/10/21 | 发布者 : administrator | 浏览数 : 4915

Full recovery of Ethernet optical transceiver sales must wait until 2021: LightCounting

제목 : Full recovery of Ethernet optical transceiver sales must wait until 2021: LightCounting Doubling down on its statement last week that this year’s forecast for optical transceiver sales is “not great” (see “2020 optical transceiver sales expectations ‘not great’ but rebound likely quick: LightCounting”), LightCounting says that the current pandemic-induced recession will dampen purchases of Ethernet optical transceivers enough to reduce the strength an expected 2020 rebound. The market research firm currently is still forecasting a bit of an uptick this year in its latest High Speed Ethernet Optics report (see chart above), but uncertainty regarding the depth of the recession and how long it will last makes LightCounting researchers cautious. Ethernet optical transceiver sales declined overall in 2019, mainly because of a very week six months to start the year (see “Ethernet transceiver sales to decline 18% in 2019: LightCounting”; the market research firm now states that sales declined 17%). LightCounting notes that the market picked up in the second half, even setting a quarterly record in the fourth quarter. This momentum had led to expectations that 2020 would see a significant improvement in Ethernet transceiver sales. That was before the COVID-19 coronavirus appeared – first and strongly in the world’s largest market, China. Citizens there are now going back to work, including in factories that produce Ethernet optical transceivers. The Chinese government has made networking infrastructure projects for 5G and cloud data centers a priority. LightCountingdescribes the demand for Ethernet optical modules from Alibaba, Baidu, Bytedance, Tencent, and many other data center operators in China as “very strong.” Meanwhile, as the pandemic has spread, the demand for the services mega data center operators elsewhere in the world supply has increased, making such companies essential businesses free to conduct business as close to normal as possible. That includes investing in their infrastructures. LightCounting currently expects sales of 2x200GbE and 4x100GbE modules to Google and Amazon will continue to climb this year, for example. While all this would seem to be optimistic news for Ethernet optical transceiver suppliers, LightCounting believes that even data center operators and telecommunications services providers will not prove permanently immune to an overall economic slump. And when their revenues inevitably dwindle, they’ll spend less on infrastructure – perhaps choosing only to add capacity to existing networks rather than build new ones. This factor could dampen the demand for optical transceivers operating at greater than 100 Gbps, LightCounting theorizes. Therefore, the lifecycles of legacy products, including 40GbE and 100GbE, will be extended by a year or so, says the market research firm. However, newer versions of 100GbE transceivers, such as DR1 and FR1, will do well in this context, the analysts believe. The High Speed Ethernet Optics report analyzes the impact of growing data traffic and the changing architecture of data centers on the market forecast for Ethernet optical transceivers, particularly high-speed modules. It includes projections for sales of these products in 2020-2025. The report offers a forecast for more than 50 product categories, including 10GbE, 25GbE, 40GbE, 100GbE, 200GbE, 2x200GbE, 400GbE, and 2x400GbE, sorted by reach and form factors. It provides a summary of technical challenges faced by high-speed transceiver suppliers, including a review of the latest products and technologies introduced by leading suppliers

发布日期 : 2020/10/21 | 发布者 : administrator | 浏览数 : 5629

Higher-speed wavelength demand to drive optical transport sales toward $80 billion: Dell’Oro

Higher-speed wavelength demand to drive optical transport sales toward $80 billion: Dell’Oro January 24, 2019 Author Stephen Hardy Editorial Director and Associate Publisher Shipments of ports capable of transmitting 200 Gbps or greater will climb rapidly over the next five years, The Dell'Oro Group predicts. (Source: The Dell'Oro Group) Dell’Oro Group predicts that the demand for wavelength transmission rates greater than 100 Gbps will drive optical transport equipment sales to near $80 billion over the next five years. That’s an increase of 16%, the market research firm notes in its latest “Optical Transport 5-Year Forecast Report.” “The market demand for 100 Gbps will continue to be large, but all future optical transport market growth will be driven by sales of higher wavelength speeds,” said Jimmy Yu, vice president at Dell’Oro Group. “We believe service providers are still motivated to chase better spectral efficiencies to economically increase network capacity while maintaining their capital spend. Hence, the desire to migrate to higher wavelength speeds such as 200 Gbps and 400 Gbps. “Fortunately, component and system manufacturers are striving to deliver better coherent solutions with each new product generation. As a result, optical routes that once were only serviced by 100-Gbps wavelengths are now serviceable by 200-Gbps wavelengths and 400 Gbps in the future,” Yu concluded. Revenues from gear that will support coherent transmission at 200 Gbps or greater will enjoy a 30% compound annual growth rate (CAGR) during the forecast period, according to the report. Disaggregated WDM systems also will become more popular during this time frame, Dell’Oro adds. Dell’Oro’s “Optical Transport 5-Year Forecast Report” provides an overview of the optical transport industry space via tables covering manufacturers’ revenue, average selling prices, unit shipments, and tributary/line or wavelength shipments (by speed up to 600 Gbps). The report also tracks DWDM long-haul terrestrial and WDM metro applications, multiservice multiplexers, and optical switch equipment.

发布日期 : 2019/01/25 | 发布者 : administrator | 浏览数 : 6425

The rise of 400G in the data center

The rise of 400G in the data center July 3, 2018 By Niall Robinson, ADVA Optical Networking The transition to 400 Gbps is rapidly changing how data centers and data center interconnect (DCI) networks are designed and built. But how will the landscape look when the battles between competing technologies in each area have been settled? The move to 400-Gbps transceivers in the data center can be viewed as a game of two halves and it’s going to be interesting to see how things pan out in each: the client and the networking side. Right now, two competing multi-source agreements (MSAs) are battling it out in the plug space, both vying to be the form factor of the 400-Gbps era. It’s all about quad small form factor pluggable double density (QSFP-DD) optical transceivers vs. octal small form factor pluggable (OSFP) optical transceivers (see Figure 1). Figure 1. Two transceiver form factors, the QSFP-DD (left) and OSFP (right), are being touted for support of 400-Gbps transmission.Each has advantages – and drawbacks. Let the battle begin Of the two sides – client and networking – it’s a little easier to predict how things will go from the client point of view. That’s because even the most high-performance client interface can fit into either of the two physical form factors. For that reason, QSFP-DD looks to be moving into the lead with various reach options coming to market. The table below compares some of the key parameters between the two form factors, with many client reach options demonstrated live in San Diego at the recent Optical Fiber Communications (OFC) conference: Driving the network side is the emergence of the Optical Internetworking Forum’s 400ZR DWDM coherent interface specification and the trend towards combining transmission and switching in one box. As always, the choice of form factor comes down to mechanics and power. The OSFP is a bigger module, providing lots of useful physical space for DWDM components. It also features heat dissipation capabilities through its own thermal management system, enabling up to 15 W of power. When you’re putting coherent capabilities into a very small form factor, power is key and so, in some respects, OSFP does have a significant advantage. Its Achilles’ heel, though, is that it’s a much longer device, thus consuming more board space; its power benefits aren’t especially necessary on the client side, either. Also, for all OSFP’s space, power, and enhanced signal integrity performance, it doesn’t offer direct backwards compatibility to QSFP28 plugs. As a technology, it’s a blank slate with no 100-Gbps version, and so it can’t provide an easy transition from legacy modules. This is another reason why it hasn’t been universally accepted on the client side. The QSFP-DD, on the other hand, does have direct backwards compatibility with QSFP28 and QSFP plugs and that’s the key to the enduring popularity of this form factor. It means operators are able to take a QSFP-DD port and install a QSFP28 plug. The value of this convenience can’t be underestimated. After all, it was this handy interoperability with legacy technology that helped the QSFP28 win out in the 100-Gbps race as it made it possible to slot a 40-Gbps QSFP+ plug straight in. There’s a lot of support for QSFP-DD with its small form factor. The downside, of course, is its lower power dissipation. It typically allows up to 12 W, making it much tougher to handle a coherent ASIC and keep it sufficiently cool. If QSFP-DD can be made to work, and there are many suppliers working on such products today, it looks like it would have the momentum to kill off OSFP, but we’re certainly not there yet. Applications for 400 Gbps In the switching architecture on the client side, there’s an enormous ecosystem push towards 400 Gbps. A significant element here is white box switching, which has become a viable option for more operators due to the rise of software-defined networking (SDN) and production network offerings driven by the Open Compute Project (OCP). Many companies are now contributing to the OCP. However, Edgecore Networks was the first to contribute the design of a 400 Gigabit Ethernet data center switch. Edgecore’s latest 1RU form factor switch provides 32 QSFP-DD ports, each capable of 400-Gbps operation. The move highlights the belief among the OCP community that 400-Gbps Ethernet switching will become crucial in the next couple of years. So how about 400 Gbps in DCI transport? Well, there are multiple approaches to introducing the new speed on this side, but the key issue is transmission distance. While 400ZR plugs are fine for campus and metro distances, they start to run out of capability over longer reaches. Stretched across 100 km, they can easily deliver all 400 Gbps of capacity. But when links get to a few hundred kilometers, the plug itself would have to operate at a lower data rate, turning the switch port into a 200-Gbps port or even 100 Gbps for long-haul. This is where emerging DCI technologies that are specifically developed for hyperscale applications come into play. There are several different approaches coming to market now, all aimed at maximizing throughput. These include harnessing probabilistic constellation shaping, for example, as well as 64QAM technology, which the likes of Nokia and Acacia are using to push the boundaries of spectral efficiency. These advanced technologies require highly sophisticated ASICs, which consume much more power and hence dissipate more heat than can be tolerated in a QSFP-DD or OSFP plug. To deliver these advanced transmission capabilities there are terminal platforms under development that will enable 400 Gbps in DCI networks by offering even higher capacities and speeds. Systems capable of transporting 600 Gbps of data over a single wavelength and delivering a total duplex capacity of 3.6 Tbps of transmission capacity in 1RU have appeared at industry events such as OFC (see Figure 2). The advantage of this kind of platform is that it delivers more capacity at every distance, including the shorter campus and metro ranges where it provides 600 Gbps per wavelength – albeit with some added initial cost due to extra shelf space. The real benefit, though, comes when used with regional or long-haul links, where this type of terminal stays at a higher data rate for longer distances. Figure 2. A new generation of DCI platforms capable of 600-Gbps transmission should advance the use of 400 Gbps in a wider range of applications. The emergence of 400 Gbps is reshaping the data center and DCI optical landscape. The first half of this game is being played out right now on the client side. Perhaps QSFP-DD is in the lead but the second half of the game, on the line side, could well tilt the playing field in favor of OSFP. Early discussions on what’s feasible for the next Ethernet rate, after 400G, have already begun. So it’s likely that two or three years from now many vendors will be discussing the next generation of pluggable form factors for both client and line side products, evolving the data center and DCI market once again. Niall Robinson is vice president, global business development at ADVA Optical Networking. He has more than 26 years in the telecommunications industry. A recognized expert on data center interconnect technology and frequently requested speaker at conferences all over the world, Niall’s specialty is moving cutting-edge technology from the lab into the network.

发布日期 : 2019/01/23 | 发布者 : administrator | 浏览数 : 6972

Next-generation PON sales to grow at a 40% CAGR to 2022: Dell’Oro

Author Lightwave Staff Dell’Oro Group predicts that sales of next-generation PON gear will increase at a compounded annual growth rate (CAGR) of nearly 40% from 2017 to 2022. The growth will drive overall PON sales worldwide to more than $7 billion by 2022, the market research firm says in its newly released “Broadband Access 5-Year Forecast Report.” “Where PON technologies are used for residential broadband services, 2.5-Gbps GPON will remain as the dominant technology due to its lower price and sufficient speeds,” explains Alam Tamboli, senior analyst at Dell’Oro Group. “However, for a number of growing use cases such as business services and mobile backhaul, next-generation PON technologies have capacities and capabilities that current generation technologies lack.” Such next-gen platforms include 10G-EPON, XGS-PON, and NG-PON2. “10-Gbps EPON has already begun shipping strongly in China, where current generation PON is widely deployed,” Tamboli continued. “Shipments of XGS-PON and NG-PON2 remain small for now, but we anticipate that XGS-PON will grow more rapidly. XGS-PON and its 10-Gbps symmetric bandwidth should meet operators’ needs for business services and mobile backhaul.” The Dell’Oro Group “Broadband Access 5-Year Forecast Report” provides an overview of the broadband access market with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Network infrastructure equipment includes cable modem termination systems (CMTS); digital subscriber line access multiplexers (DSLAMs) by technology, including ADSL, ADSL2+, G.SHDSL, VDSL, and Gfast; and PON optical line terminals (OLTs). Customer premises equipment (CPE) technology covered in the report reflects voice-over-IP (VoIP) or data-only. For related articles, visit the Business Topic Center.

发布日期 : 2018/07/31 | 发布者 : administrator | 浏览数 : 6923

ZTE back in business as Commerce technology ban suspended

Author Stephen Hardy [Editorial Director and Associate Publisher] The U.S. Department of Commerce today announced it has suspended the ban it imposed on ZTE that denied the Chinese company access to U.S. technology. ZTE deposited $400 million in escrow in a U.S. bank, fulfilling the last of its financial obligations under the agreement reached June 7through which ZTE would regain access to the technology essential to the construction and maintenance of many of its products. The company effectively shut down shortly after the ban was imposed April 16. The company will restart business with a new leadership team, as replacement of the company’s board of directors and dismissal of everyone with a title of senior vice president or above was another obligation under the new agreement. ZTE management now faces the challenge of restarting operations and digging out of the financial hole the ban and subsequent shutdown created. ZTE revealed today that it expects to report a loss of RMB 7 billion to RMB 9 billion ($1.05 billion to $1.34 billion) for the first six months of this year. The company earned a profit of approximately RMB 2.29 billion ($340 million) during the same period last year. The Commerce Department and its Bureau of Industry and Security imposed the ban after it was determined that ZTE hadn’t complied with a disciplinary agreement reached last year, then lying about it (see "U.S. Commerce Dept. finds ZTE violated export disciplinary agreement, bans U.S. component supply"). The first disciplinary agreement was reached in March 2017 when the Chinese company admitted it had exported telecom gear containing U.S. technology to Iran and North Korea, two companies to which export of such U.S. technology was forbidden (see "ZTE admits guilt, settles export squabble"). That first agreement included provisions for a seven-year ban on access to U.S. technology, which the Commerce Department triggered this past April. The new agreement includes a 10-year ban, which now stands suspended. Between the $892 million penalty paid as part of last year’s disciplinary action and the $1.4 billion it just paid (including the escrowed money, which will return to ZTE at the end of the current agreement’s 10-year duration if the company complies with all terms), ZTE’s export trouble has cost it nearly $2.3 billion in fines. “While we lifted the ban on ZTE, the Department will remain vigilant as we closely monitor ZTE’s actions to ensure compliance with all U.S. laws and regulations,” said Commerce Secretary Wilbur Ross. “Three interlocking elements – a suspended denial order, the $400 million in escrow, and a compliance team selected by and answerable to the Department – will allow the Department to protect U.S. national security.” Meanwhile, a cloud remains on ZTE’s horizon. Senators opposed to the ZTE deal succeeded in attaching language to a defense authorization bill that would re-impose the technology access ban. The language must survive reconciliation between the Senate and the House of their different versions of the bill (the House version does not address the ban) before President Donald Trump would have to decide whether to veto the bill or escalate tensions with China by signing it and putting the ban back in place. For related articles, visit the Business Topic Center. For more information on high-speed transmission systems and suppliers, visit the Lightwave Buyer’s Guide.

发布日期 : 2018/07/31 | 发布者 : administrator | 浏览数 : 7384

Juniper Networks embraces 400 Gigabit Ethernet

Juniper Networks has announced plans to roll out 400 Gigabit Ethernet (400GbE) capabilities across its PTX, QFX, and MX series lines. The upcoming products will leverage the recently unveiled Jupiter Penta Silicon or new generations of ExpressPlus and Q5 silicon. The company sees an impending requirement for 400GbE connectivity in backbone, peering, data center interconnect, scale-out metro core, telco-cloud services, and hyperscale data center IP fabric applications. Such connections will require low latency and strong security as well as high bandwidth, the company added. Juniper Networks first discussed the 400GbE-capable Penta Silicon when it debuted the MX Series 5G Universal Routing Platform this past June (see “Juniper Networks unveils MX Series 5G Universal Routing Platform”). The silicon enables the MX Series 5G to accommodate 400GbE requirements as well as native MACsec and IPsec encryption. For the PTX and QFX families, Juniper Network will offer new platforms for 400GbE requirements: The 3-RU PTX10003 Packet Transport Router will target 100GbE and 400GbE requirements in backbone, peering, and data center interconnect applications. Juniper Networks touts the PTX10003 as the first packet transport router to accommodate universal multi-rate QSFP-DD interfaces for seamless 100GbE to 400GbE upgrades. The system also will support native MACsec security in 160x100GbE and FlexE friendly 32x400GbE interface configurations. The PTX10003 will leverage the next generation of ExpressPlus silicon and is expected to be available during the second half of 2018. The QFX data center switch family will see two additions. The new QFX10003 switches offer 32x400GbE in a 3-RU form factor, with support of 160x100GbE. The QFX10003, based on the next generation of Q5 silicon, will offer a deep buffer enabled by Hybrid Memory Cube memory. This capability will enable the switch to absorb network traffic spikes and reduce application latency across MACsec encrypted 25GbE, 50GbE, and 100GbE connections, says the company. The QFX10003 should be available during the second half of 2018 as well. Meanwhile, new QFX5220 switches, based on merchant silicon, will support 32x400GbE in 1 RU. The platforms will accommodate 50GbE, 100GbE, and 400GbE interfaces for server and inter-fabric connectivity. The QFX5220 is expected to be available in the first half of 2019. The move appears well timed. “Internet traffic is growing exponentially and we need a way to keep cost-per-bit down while still keeping up with the exploding traffic growth. Juniper’s announcement adding 400GbE capability is a huge step in the right direction for solving these challenges we face,” said Junichi Shimagami, director and CTO at Internet Initiative Japan Inc., via a Juniper Networks press release. “Operators, cloud service providers and enterprises are under constant pressure to efficiently address unrelenting traffic growth, and they are looking at 400G as a key enabler to do so,” added Matthias Machowinski, senior research director at IHS Markit. “2018 marks the start of the commercial 400G market, with volumes ramping up in 2019 as 400G trials across WDM, service provider routing, and data center switching applications convert into production deployments. We expect $10 billion will be spent on 400G technologies over the next five years.” For related articles, visit the Network Design Topic Center. For more information on high-speed transmission systems and suppliers, visit the Lightwave Buyer’s Guide.

发布日期 : 2018/07/31 | 发布者 : administrator | 浏览数 : 7839

Revenue from data center network equipment hit $13.7 billion in 2017: IHS Markit

Revenue from data center network equipment hit $13.7 billion in 2017: IHS Markit March 27, 2018 By Lightwave Staff Data center network equipment revenue reached $13.7 billion in 2017 According to IHS Markit, revenue from data center network equipment totaled $13.7 billion in 2017, an increase of 13% over 2016. The figure includes sales of data center Ethernet switches, application delivery controllers (ADCs), and software-defined enterprise WAN (SD-WAN). Physical infrastructure investment continues to accelerate the rise in data center network equipment revenue in the short term. The market research and analysis firm expects that the impact of server virtualization will slow the market in 2018 and 2019, with less (but higher capacity) servers, causing the demand for data center Ethernet switch ports to decline, as well as the move to virtual ADCs. "The adoption of lower-priced bare metal switches will cause revenue growth to slow," said Clifford Grossner, IHS Markit senior research director and advisor, cloud and data center research practice. "The ongoing shift to the cloud not only moves network equipment out of the enterprise data center, but also requires less equipment, as the cloud represents data center consolidation on a wide scale." IHS Markit says that year-over-year, data center network equipment revenue grew in all regions. In 2017, North America and Europe, and Middle-East and Africa (EMEA) each saw a 10% increase. Asia Pacific (APAC) had a 23% rise, and Caribbean and Latin America (CALA) experienced a 2% rise. 25 Gigabit Ethernet (GbE) and 100GbE data center switching ports grew three-fold year-over-year, and developments are underway for new ports of 200GbE and 400GbE. The firm expects shipments to begin in 2019. IHS Markit predicts that as migration from the enterprise dater center to the cloud causes SD-WAN revenue growth to slow, long-term growth in the data center network equipment market will decline to 6% in 2022. SD-WAN innovation will include a rise in analytics, with artificial intelligence (AI) and machine learning (ML) delivering multi-cloud connectivity. For the full-year 2017, SD-WAN market revenue reached $444.1 million, and revenue is expected to total $3.6 billion by 2022, reports IHS Markit. Data center Ethernet switch revenue hit $11.4 billion in 2017, representing a 13% increase over the previous year. The firm says that bare metal switch revenue was up 60% year-over-year in the fourth quarter of 2017, while ADC revenue was down 5% year-over-year in 2017. Quarterly worldwide and regional market size, vendor market share, forecasts through 2022, analysis and trends for data center Ethernet switches by category (purpose-built, bare metal, blade, and general purpose), port speed (1/10/25/40/50/100/200/400GE), and market segment (enterprise, telco, and cloud service provider) are provided by the IHS Markit data center networks intelligence service. Application delivery controllers by category (hardware-based appliances, virtual appliances), SD-WAN (appliances and control and management software), FC SAN switches by type (chassis, fixed), and FC SAN HBAs are also covered by the intelligence service. The service tracked vendors such as A10, ALE, Arista, Array Networks, Aryaka, Barracuda, Broadcom, Cavium, Cisco, Citrix, CloudGenix, Dell, F5, FatPipe, HPE, Huawei, InfoVista, Juniper, KEMP, Radware, Riverbed, Silver Peak, Talari, TELoIP, VMware, and ZTE.

发布日期 : 2018/03/28 | 发布者 : administrator | 浏览数 : 8095

AT&T plans to expand reach of 5G, AT&T Fiber, and G.fast

January 8, 2018 By Sara K. Madden AT&T says it anticipates launching mobile 5G service in a dozen markets by late 2018, alongside its plans to expand the reach of AT&T Fiber for consumers and businesses, and of G.fast. AT&T's plans include becoming the first U.S. company to launch mobile 5G service in a dozen markets by late 2018, the company attests. With AT&T being a driving force for standards acceleration in 2017, the company expects its 5G services to be based on 5G industry standards. In December 2017, 3GPP, the international wireless standards body, finished crucial elements of 5G new radio (NR) standards as a result of that acceleration. Hardware, chipset, and device manufacturers can begin expediting development since these specifications are now available, enabling AT&T to deliver mobile 5G services. In addition to the company's plans to provide mobile 5G to consumers, AT&T says it should trial 5G technology with various sized businesses. Last January, the company announced that initial lab trials of 5G demonstrated support of 14-Gbps transmission, and latency of less than 3 ms (see "AT&T outlines 5G, other broadband plans"). AT&T plans to use 5G technology to help businesses throughout several industries evolve business operations and improve customers experiences in 2018. According to AT&T, its focus on 5G does not mean it will neglect other technologies. Currently, AT&T has over 8 million business customer locations in the U.S. either on or within 1,000 feet of AT&T Fiber. Based on the number of fiber to the home (FTTH) households using publicly available data for major fiber providers in its footprint, AT&T will bring its 100% fiber network to Amarillo, TX, Beaumont, TX, Evansville, IN, Gainesville, FL, Panama City, FL, Springfield, MO, Waco, TX, and other new metros areas, says the company. AT&T says that in 2017 it reached over 7 million locations throughout 67 metros across the nation with its ultra-fast low-latency internet service powered by AT&T Fiber (see "AT&T Fiber network reaches five new metro areas"). In 2018 AT&T plans to add 3 million additional locations as it works toward reaching a minimum of 12.5 million locations across at least 82 metro areas by the middle of 2019. Additionally, AT&T says it plans to offer a new internet option of varying speeds to consumers in apartment communities in an additional 14 metro areas, and to launch G.fast to apartment communities within its 21-state footprint in 2018. In August 2017, AT&T began offering internet speeds up to 500 Mbps with G.fast for multifamily properties throughout eight metro service areas beyond its 21-state footprint (see "AT&T begins G.fast rollout in 22 metro markets"). With G.fast, AT&T ways it will continue to provide residents in existing multifamily properties ultra-high speed internet connection without placing new home run inside wire, allowing for an efficient upgrade of apartment buildings to stream live video on DIRECTV NOW. Finally, the company plans to continue network advancements with 5G Evolution technology in hundreds of new metro areas, alongside launching mobile 5G in 2018.

发布日期 : 2018/01/17 | 发布者 : administrator | 浏览数 : 7381

Ethernet Alliance salutes approval of IEEE 802.3bs 200 Gigabit Ethernet, 400 Gigabit Ethernet standard

发布日期 : 2018/01/17 | 发布者 : administrator | 浏览数 : 7587

Alibaba Cloud opening four centers

Alibaba Cloud opening four centers November 22, 2016 Lightwave Staff Alibaba Cloud, the cloud computing arm of Alibaba Group, says it will open four new data centers by the end of this year. The data centers will be located in the Middle East (Dubai), Europe, Australia, and Japan. The first of these has just opened. The new facilities will bring the number of data centers on Alibaba Cloud's network to 14. YVOLV, a joint venture of Alibaba Cloud and Meraas Holdings, a Dubai-based holding company, participated in the Dubai facility opening. YVOLV will support Dubai's smart city vision by leveraging Alibaba Cloud's cloud computing technologies to create new applications and big-data tools for customers in the region. In Europe, Alibaba Cloud will partner with Vodafone Germany to open its first data center on the Continent. The center will be co-located in Vodafone's data facilities in Frankfurt, Germany. Alibaba Cloud will locate its Australian data center in Sydney. Alibaba Cloud will leverage the facility to offer such cloud services as data storage and processing, enterprise-level middleware, and cloud security. Finally, the Japan Data Center will be hosted by SB Cloud Corp., a joint venture between Softbank and Alibaba Group. The joint venture will enable Alibaba Cloud to leverage SoftBank's enterprise customer base in the country. "The four new data centers will further expand Alibaba Cloud's global ecosystem and footprint, allowing us to meet the increasing demand for secure and scalable cloud computing services from businesses and industries worldwide. The true potential of data-driven digital transformation will be seen through globalization, and the opportunities brought by the new global economy will become a reality," said Sicheng Yu, vice president of Alibaba Group and general manager of Alibaba Cloud Global. For related articles, visit the Data Center Topic Center. For more information on high-speed transmission systems and suppliers, visit the Lightwave Buyer's Guide.

发布日期 : 2016/11/28 | 发布者 : administrator | 浏览数 : 7469

OSFP MSA targets 400-Gbps optical transceiver module

OSFP MSA targets 400-Gbps optical transceiver module November 17, 2016 Author Stephen Hardy Editorial Director and Associate Publisher The long-awaited public launch of efforts to develop the Octal Small Form Factor Pluggable (OSFP) optical transceiver module for 400-Gbps applications has finally arrived. The multisource agreement (MSA) development group, led by Arista Networks, includes 49 members. "It is rare to see so much industry support behind a new optics module form factor," said Andreas Bechtolsheim, chief development officer at Arista Networks. "We believe that the OSFP ecosystem will be a key element in enabling a successful market transition from 100 Gbps Ethernet to 400 Gbps and beyond." The OSFP MSA will seek to develop specifications for an optical transceiver capable of supporting transmission rates up to 400 Gbps (8x50G initially) in a size that will enable 32 ports per 1RU line card. The modules will support reaches from the data center to metro networks and, according to the MSA members, will be "slightly wider and deeper" than a QSFP module. The MSA members expect the module to be able to support 800-Gbps operations in the future. In addition to Arista, OSFP MSA participants include Acacia Communications, Accelink, ADVA Optical Networking, Amphenol, AppliedMicro, Applied Optoelectronics, Barefoot Networks, Broadcom, Cavium, ClariPhy Communications, ColorChip, Coriant, Corning, Dell EMC, Finisar, Foxconn Interconnect Technology, Fujitsu Optical Components, Google, Hewlett Packard Enterprise, Hitachi Cable Systems, Huawei Technologies, Infinera, Innolight, Innovium, Inphi, Intel, Ixia, Juniper Networks, Kaiam, Lorom, Lumentum, Luxtera, MACOM, Marvell, Mellanox Technologies, Molex, MultiLane, NeoPhotonics, NEL America, Nokia, Oclaro, PHY-SI, SAE, Senko, Source Photonics, Sumitomo Electric Industries, TE Connectivity, and Yamaichi Electronics. The small size and comparatively low power consumption of the OSFP aims to meet the requirements of member Google and similar large-scale data center operators. The OSFP is the third MSA aimed at creating a 400 Gigabit Ethernet optical transceiver form factor. It follows the CDFP (see "CDFP Rev. 3.0 for 400-Gbps optical modules now available") and the CFP8, which it appears will find favor in core routers and switches in carrier networks (see "Finisar showcases CFP8 400 Gigabit Ethernet optical transceiver at ECOC 2015"). The QSFP Double-Density (QSFP-DD) MSA also targets 400-Gbps applications (see "Preliminary QSFP-DD MSA optical transceiver specification released"). More information the MSA can be found on the group's website. For related articles, visit the Optical Technologies Topic Center.

发布日期 : 2016/11/28 | 发布者 : administrator | 浏览数 : 7656

Optical transceiver vendor ColorChip raises $20 million

Privately held Israel-based optical transceiver vendor ColorChip has announced receipt of $20 million in new growth-funding. The latest round, which follows a $25 million round last November (see "ColorChip lands $25 million in funding"), will be used to "ramp-up operations and drive an accelerated product roadmap," in the words of a company announcement. This activity includes hiring new employees in Israel, the U.S., and remote site facilities.Gemini Israel Funds, BRM Group, IGP, Vintage, HGL Capital, and Viola Credit participated in the last investment exercise. The company has raised $80 million since it was founded in 2001. IGP, Gemini, and BRM led the previous rounds.ColorChip hangs its hat on its SystemOnGlass technology, an approach to photonic integration that leads to creation of hybrid optical integrated circuits (see "PLC development gets active"). It has used the approach to create optical transceivers for PON and data center network applications, as well as optical splitters. It owns its own fab.The near-term focus for new product development appears to be the data center and related applications driven by webscale companies (see, for example, "ColorChip unveils QSFP28 optical transceiver for CWDM4/CLR4 applications")."ColorChip is delighted with its current funding round," said ColorChip CEO Yigal Ezra. "We have so much support and confidence from our investors and are going to utilize the funds to recruit additional employees as well as scale up our operations to better serve the growing demands of the datacom market."

发布日期 : 2016/11/09 | 发布者 : administrator | 浏览数 : 7763

Applied Optoelectronics lands new large-scale data center customer

Privately held Israel-based optical transceiver vendor ColorChip has announced receipt of $20 million in new growth-funding. The latest round, which follows a $25 million round last November (see "ColorChip lands $25 million in funding"), will be used to "ramp-up operations and drive an accelerated product roadmap," in the words of a company announcement. This activity includes hiring new employees in Israel, the U.S., and remote site facilities. Gemini Israel Funds, BRM Group, IGP, Vintage, HGL Capital, and Viola Credit participated in the last investment exercise. The company has raised $80 million since it was founded in 2001. IGP, Gemini, and BRM led the previous rounds. ColorChip hangs its hat on its System On Glass technology, an approach to photonic integration that leads to creation of hybrid optical integrated circuits (see "PLC development gets active"). It has used the approach to create optical transceivers for PON and data center network applications, as well as optical splitters. It owns its own fab. The near-term focus for new product development appears to be the data center and related applications driven by webscale companies (see, for example, "ColorChip unveils QSFP28 optical transceiver for CWDM4/CLR4 applications")."ColorChip is delighted with its current funding round," said ColorChip CEO Yigal Ezra. "We have so much support and confidence from our investors and are going to utilize the funds to recruit additional employees as well as scale up our operations to better serve the growing demands of the datacom market."

发布日期 : 2016/11/09 | 发布者 : administrator | 浏览数 : 7392

Data Center Interconnect Trends

LIGHTWAVE Data Center Interconnect Trends The emerging data center interconnect application promises to drive new requirements as well as new technology – not only for metro access and core as well as regional networks, but for long-haul links as well. This editorial guide reviews the requirements for data center interconnect as well as both current technology offerings and likely future innovations. It also examines the optical technologies inside the data center that will meet growing capacity requirements.

发布日期 : 2016/11/09 | 发布者 : administrator | 浏览数 : 7205

Data Center driven deployments of 400 Gbps coming in 2017/2018 : Heavy reading

The falling price of 100-Gbps connections within the data center, growth in I/O bandwidth requirements per rack, and a new generation of component technology should combine to drive 400-Gbps optical communications into the field in the 2017/2018 timeframe, says Heavy Reading. The market research firm states in its newly released "400G Components Come Out of the Shadows" that trials of 400-Gbps optical interfaces for both intra-data center and data center interconnect should begin by the end of this year. Systems houses have made coherent 400-Gbps optical transmission commercially available a few years ago. But so far there have only been a few deployments in long-haul networks (see, for example, "Orange, Alcatel-Lucent provide live 400G link to RENATER"). Heavy Reading believes the data center will provide the catalyst for significant 400G demand, with a new generation of coherent and PAM4/NRZ optical transceiver components, Optical Transport Network (OTN) processors, and field-programmable gate arrays (FPGAs) as a foundation. Many of these devices will leverage specifications from the IEEE 802.3bs 400 Gigabit Ethernet Task Force, which has created guidelines for multimode fiber and single-mode fiber applications via a variety of electrical and optical lanes as well as modulation formats (see "The journey to 400 Gigabit Ethernet" and "IEEE P802.3bs Task Force adopts serial 100G for 400 Gigabit Ethernet"). A variety of trends will combine to make data centers the nexus of 400-Gbps deployments, Heavy Reading states in the report. Factors include the growing input/output (I/O) demands of server racks as the number of servers per rack increase and dual 25 Gigabit Ethernet network interface adapters/modules reach the field. The market research firm estimates total server I/O bandwidth per rack will approach 5 Tbps within the forecast period.Such per-rack bandwidth increases will drive greater connectivity demands at the top of the rack. The new generation of QSFP28 optical transceivers will make 100 Gbps a more common connection speed, driving the need for interfaces with greater capacities, particularly in routers.And, as capacity demands increase within data centers, the pipes that will connect data centers together will require 400-Gbps connections as well, Heavy Reading states.Heavy Reading's "400G Components Come Out of the Shadows" covers 400G components, demand drivers, markets, and the applications. It also profiles 19 vendors active in the spac

发布日期 : 2016/11/09 | 发布者 : administrator | 浏览数 : 7462

Telecom 100-Gbps optical component sales strong to start 2016 LightCounting

LightCounting reports that sales of 100-Gbps optical components for telecom applications have followed a strong 4Q15 with record performance in the first quarter of 2016. DWDM port sales led the way, according to the market research firm's upcoming "Quarterly Market Update. "Huawei enjoyed the most success during the quarter, capping off a run of 100G DWDM port sales growth the figure below illustrates. LightCounting says that the Chinese company shipped more 100G DWDM ports during the first quarter of 2016 than five of its nearest competitors. And three of those five also reported an uptick in 100G DWDM port sales during the quarter. Chinese operators drove much of Huawei's demand for 100G DWDM ports, says LightCounting. China Mobile was a major customer in the quarter, and the market research firm expects China Unicom to contribute significantly to Huawei's sales in the second quarter. The increase spending among Chinese carriers on 100-Gbps optics comes against an overall backdrop of capex declines, expected to reach 20% this year. LightCounting says the contradictory trends indicate that the initial infrastructure upgrades are reaching completion, but populating those fielded systems with 100G ports has not. Meanwhile, Huawei and other systems houses tell LightCounting that 100G port demand has remained robust in North America and Europe, particularly when factoring in webscale network operators. For this reason, LightCounting predicts 100G DWDM port shipments will increase by 20% over its initial forecast of a 30% increase for 2016. Price declines will offset revenue gains to some degree. Nevertheless, the market research firm believes most vendors will see revenue gains of at least 20% in 100G sales this year. LightCounting also expects an uptick in sales of 200G and 400G ports this year, a niche in which Nokia retains the market share lead.

发布日期 : 2016/11/09 | 发布者 : administrator | 浏览数 : 7124

Finisar Business Update

发布日期 : 2016/11/03 | 发布者 : administrator | 浏览数 : 7151

Ethernet Design and Deployment Trends

LIGHTWAVE, LiveWebcast Ethernet Design and Deployment Trends July 9, 2014

发布日期 : 2016/11/03 | 发布者 : administrator | 浏览数 : 7066

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