& 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
The ON2020 association held its first public workshop last week at OFC, focusing on directions for ROADM development and the future of transport SDN and optical networking.
Despite all the current hype surrounding 5G at the moment, it's cloud and security technologies that are fundamentally driving business growth opportunities for communications service providers.
The vendor community is responding to the need for greater innovation both within and beyond the data center.
IMS hit the top of its hype curve a long time ago and now it's delivering on its promises – but it still needs sophisticated test tools to keep it honest.
If social live streaming becomes as popular as the Zuckerbergs of the world anticipate, it could become the mobile operators' greatest challenge.
From The Founder
Cisco's Conrad Clemson, recently promoted to head up the company's Service Provider Apps & Platforms developments, talks to Light Reading's Founder and CEO Steve Saunders about how he's bringing cloud video, mobile and virtualization together to empower network operators.
Flash Poll
Live Streaming Video
Charting the CSP's Future
Six different communications service providers join to debate their visions of the future CSP, following a landmark presentation from AT&T on its massive virtualization efforts and a look back on where the telecom industry has been and where it's going from two industry veterans.
LRTV Documentaries
The Year of Fat & Skinny Bundles

3|29|17   |   21:06   |   (0) comments


In this fireside chat, Roku's Andrew Ferrone predicts that 2017 will be the year of multichannel OTT video bundles and spells out other trends in the OTT and pay-TV markets.
LRTV Huawei Video Resource Center
BBWF 2016: Orange Poland's Next-Gen Central Office

3|28|17   |     |   (0) comments


Introduction to Orange Poland's legacy next-generation central office solution.
LRTV Custom TV
Viavi at OFC 2017

3|28|17   |   4:15   |   (0) comments


Light Reading's Editor-in-Chief Craig Matsumoto reports from the Viavi booth at OFC and gets an update on the 400G testing market from Tom Fawcett, VP and GM of LAB & Production. At this year's event, Viavi won three awards from Lightwave magazine and showcased an interoperability demo with Ethernet Alliance and Finisar.
LRTV Custom TV
Connecting the Entire Home With DOCSIS 3.1

3|28|17   |   3:58:   |   (0) comments


Hitron Technologies had the first cable modem certified for DOCSIS 3.1 and already has over 120,000 units in the field. Greg Fisher, CTO of Hitron, provides an update on his company's rollout of new gateways and why he thinks DOCSIS 3.1 will continue to drive value for operators into 2017 and beyond.
LRTV Interviews
Amazon Prime's Hand of God Creator on Producing for OTT

3|28|17   |     |   (1) comment


Ben Watkins is the creator, writer and producer of Hand of God, a series on Amazon Prime. At Light Reading's Cable Next-Gen conference in Denver, he explained the advantages of producing for an OTT platform versus traditional TV.
LRTV Custom TV
How Metrological Keeps Cable Customers on the Couch

3|28|17   |     |   (0) comments


Metrological offers an open source solution that reduces the time it takes cable operators to integrate OTT content into the linear television viewing experience.
LRTV Documentaries
The ABC of OTT

3|28|17   |     |   (0) comments


At Light Reading's Cable Next-Gen conference in Denver, Ben Watkins, creator of Amazon Prime's Hand of God show, explained how producing content for an OTT platform differs from producing content for traditional TV.
Shades of Ray
Why Analytics Is the Tech World's Digital Glue

3|27|17   |   02:20   |   (0) comments


It was obvious at the massive annual CeBIT enterprise tech trade show that the foundation for tech innovation right now is real-time analytics.
LRTV Custom TV
CommScope – Meeting the Demands of Tomorrow's Networks

3|24|17   |     |   (0) comments


Phil Sorksy, Vice President International at CommScope, discusses addressing the challenges faced by service providers today, and as future trends emerge.
LRTV Huawei Video Resource Center
AMS-IX & Huawei's OSN 902

3|24|17   |     |   (0) comments


Huawei shows how its OSN 902 platform helps the Amsterdam Internet exchange to connect the world using multiplexing.
LRTV Huawei Video Resource Center
Huawei's Smart Energy Innovation Center

3|24|17   |     |   (0) comments


In Nuremberg, Huawei showcases its latest capabilities in the digitalization of Internet resources, network infrastructure and intelligence at its Smart Energy Innovation Center.
Valley Wonk
OFC & Hyperscale: A Good Mix?

3|24|17   |   01:50   |   (0) comments


Cloud and telecom players want different types of equipment for their networks, as the chatter at OFC reveals.
Upcoming Live Events
May 15-17, 2017, Austin Convention Center, Austin, TX
May 15, 2017, Austin Convention Center - Austin, TX
June 6, 2017, The Joule Hotel, Dallas, TX
All Upcoming Live Events
Infographics
With the mobile ecosystem becoming increasingly vulnerable to security threats, AdaptiveMobile has laid out some of the key considerations for the wireless community.
Hot Topics
FTTH No Slam Dunk for Cable
Carol Wilson, Editor-at-large, 3/23/2017
Unlocking China's $194B Telecom Market
Robert Clark, 3/27/2017
Welcome to the Wild West of Privacy
Carol Wilson, Editor-at-large, 3/24/2017
WiCipedia: Supergirls, No More Excuses & Media Monitoring
Eryn Leavens, Special Features & Copy Editor, 3/24/2017
Like Us on Facebook
Twitter Feed
BETWEEN THE CEOs - Executive Interviews
TEOCO Founder and CEO Atul Jain talks to Light Reading Founder and CEO Steve Saunders about the challenges around cost control and service monetization in the mobile and IoT sectors.
At MWC 2017, Qualcomm's CTO Matt Grob talks to Light Reading's CEO and Founder Steve Saunders about the progress being made in the development of the technologies and standards that will underpin 5G.
Animals with Phones
Working From Home Doesn't Work for Everyone Click Here
You shouldn't nap on your keyboard, for instance.
Live Digital Audio

Playing it safe can only get you so far. Sometimes the biggest bets have the biggest payouts, and that is true in your career as well. For this radio show, Caroline Chan, general manager of the 5G Infrastructure Division of the Network Platform Group at Intel, will share her own personal story of how she successfully took big bets to build a successful career, as well as offer advice on how you can do the same. We’ll cover everything from how to overcome fear and manage risk, how to be prepared for where technology is going in the future and how to structure your career in a way to ensure you keep progressing. Chan, a seasoned telecom veteran and effective risk taker herself, will also leave plenty of time to answer all your questions live on the air.