& cplSiteName &

100G Components Step Up to the Mark

Heavy Lifting Analyst Notes
Heavy Lifting Analyst Notes
Heavy Lifting Analyst Notes
1/9/2012
50%
50%

The latest developments of 100Gbit/s components are enabling the start of mainstream 100G deployments. The increased performance and expected per-GB cost reductions will drive 100G ahead of 40G for all but the most cost-sensitive applications. Deployments of 100G links will grow significantly through 2012/13, driven by the combination of user demand and greater availability.

These are just some of the many key findings in the latest issue of Heavy Reading Components Insider, "100G Components User Survey: Market Outlook for 2012," based on an exclusive worldwide survey that drew responses from 89 professionals representing more than 50 different equipment vendors and system manufacturers. The report covers the use of physical layer devices and 40G and 100G optical modules, providing unique insight into the state of the market. The report includes vendor rankings based on respondent usage and rating, and ranks the features that are most important to respondents when selecting new optical modules.

Going into 2012, system vendors are seeing healthy demand for 100G on long-haul line-side interfaces and shorter-distance client-side interfaces. Long-haul 100G solutions using 25G optics and coherent receivers are delivering significant performance gains over 40G. Client-side solutions using 10G VCSEL optics are delivering cost-effective 100G for data center and enterprise applications. Next-generation solutions in development with 25G will offer similar cost benefits and greater port density.

The result of the survey shows growing support for 100G ports, with more than 50 percent already shipping 100G or planning to do so within one year. The leading applications for 100G are long-haul DWDM systems, Metro Ethernet equipment, core routers and other DWDM systems.

Optical transport network (OTN) is supported by long-haul links; InfiniBand is supported by some links in the data center; and Ethernet is the most widely supported interface. There is some significant debate in the industry about the merits of the IEEE 100Gbase-LR4 and 100Gbase-ER4 interfaces using four 25G optics for medium distance and the alternative 10x10G solution promoted through the 10x10 MSA group. This is reflected in the results of the survey.

Physical layer devices are critical components for both 100G line cards and 100G optical modules. At 10G, all the telecom equipment manufacturers are using merchant semiconductors and optical modules. At 100G, there is a clear split for long haul, with several system manufacturers developing their own coherent receiver solutions and others relying on components from MultiPhy , Cisco Systems Inc. (Nasdaq: CSCO) and others. Broadcom Corp. (Nasdaq: BRCM), NetLogic Inc. , PMC-Sierra Inc. (Nasdaq: PMCS) and Vitesse Semiconductor Corp. (Nasdaq: VTSS) all score well in the 40G/100G physical layer vendor rankings and usage results. Other physical layer vendors include Applied Micro Circuits Corp. (Nasdaq: AMCC), Cortina Systems Inc. , Marvell Technology Group Ltd. (Nasdaq: MRVL) and Semtech Corp. (Nasdaq: SMTC).

There are more than six 100G optical module types available or in development. CXP, CFP and 10x10 MSA modules are already available. QSFP2, CFP2 and CFP4 are in development. Finisar Corp. (Nasdaq: FNSR) scored particularly well in the 40G/100G optical module vendor rankings and usage results. Other leading optical module vendors are JDSU (Nasdaq: JDSU; Toronto: JDU), Opnext Inc. (Nasdaq: OPXT), Avago Technologies Pte. , Cisco (CoreOptics Inc. ) and Fujitsu Ltd. (Tokyo: 6702; London: FUJ; OTC: FJTSY).

Telecom equipment manufacturers, physical layer device vendors and optical module manufacturers will be ramping 100G volume production through 2012. This will support strong growth of 100G links for both client-side and line-side systems. To meet customer expectations on performance, density and cost the industry is continuing to develop solutions with companies focusing on 10x10G, cost-effective 25G optics, photonic integration and the shift of functions from the optical module to the physical layer devices on the line card.

— Simon Stanley, Analyst, Heavy Reading Components Insider






This report, 100G Components User Survey: Market Outlook for 2012, is available for $1,595. For more information, please visit: www.heavyreading.com/commchip.

(0)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
More Blogs from Heavy Lifting Analyst Notes
NICs have evolved many times, and the smart NIC is the next step, offering a programmable resource that can be configured to provide additional CPU offload functions for different applications.
Operators are applying artificial intelligence and machine learning technologies to leverage the power of their new programmable, software-based networks.
This year's show evinced healthy interest in effectively using data and analytics to run telecom businesses better, but how well are operators actually doing with it?
FTTx rollouts need a more automated process for collecting and analyzing test results, and analytics could provide the answer.
Driven by web-scale Internet companies, three key trends – disaggregation in terminals, open line systems and 100G+ transponders – are reshaping the DCI market.
Featured Video
From The Founder
Light Reading is spending much of this year digging into the details of how automation technology will impact the comms market, but let's take a moment to also look at how automation is set to overturn the current world order by the middle of the century.
Flash Poll
Upcoming Live Events
November 30, 2017, The Westin Times Square
March 20-22, 2018, Denver Marriott Tech Center
May 14-17, 2018, Austin Convention Center
All Upcoming Live Events
Infographics
SmartNICs aren't just about achieving scale. They also have a major impact in reducing CAPEX and OPEX requirements.
Hot Topics
Nokia Bell Labs & Verizon Stretch Fixed 5G to the Home
Dan Jones, Mobile Editor, 11/13/2017
Juniper's New Contrail VP Hails From Google
Craig Matsumoto, Editor-in-Chief, Light Reading, 11/15/2017
Eurobites: Telefónica Reckons Plastic Is Fantastic for FTTH
Paul Rainford, Assistant Editor, Europe, 11/15/2017
Animals with Phones
Why Cats Don't Run Tech Support Click Here
Live Digital Audio

Understanding the full experience of women in technology requires starting at the collegiate level (or sooner) and studying the technologies women are involved with, company cultures they're part of and personal experiences of individuals.

During this WiC radio show, we will talk with Nicole Engelbert, the director of Research & Analysis for Ovum Technology and a 23-year telecom industry veteran, about her experiences and perspectives on women in tech. Engelbert covers infrastructure, applications and industries for Ovum, but she is also involved in the research firm's higher education team and has helped colleges and universities globally leverage technology as a strategy for improving recruitment, retention and graduation performance.

She will share her unique insight into the collegiate level, where women pursuing engineering and STEM-related degrees is dwindling. Engelbert will also reveal new, original Ovum research on the topics of artificial intelligence, the Internet of Things, security and augmented reality, as well as discuss what each of those technologies might mean for women in our field. As always, we'll also leave plenty of time to answer all your questions live on the air and chat board.

Like Us on Facebook
Twitter Feed
Partner Perspectives - content from our sponsors
The Mobile Broadband Road Ahead
By Kevin Taylor, for Huawei
All Partner Perspectives