Light Reading

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
More Blogs from Heavy Lifting Analyst Notes
Join our fireside chat at Mobile World Congress in Barcelona as we discuss the operational implications of NFV with Justin Paul, head of OSS marketing at Amdocs.
The race to deliver gigabit broadband services is accelerating, and G.fast is a key technology that telecom service providers can deploy to compete successfully.
If NFV is to progress, proofs of concept and trials need to come out of the lab and into live networks in 2015.
This year is expected to be a year of great market evolution across most telecom sectors, specifically in virtualization and Long Term Evolution (LTE).
Bring your own device (BYOD) is flourishing, creating the need for better security on shared personal/workplace mobile devices.
Flash Poll
From The Founder
The New IP is actually bigger even than business. Like another hugely important tech that Light Reading is digging into right now, the New IP has the potential to change the world by fundamentally advancing what it is possible for people to achieve with communications.
Que Sera Sarah
Growth of the 5G Ecosystem

3|6|15   |   1:15   |   (1) comment


Use cases and industry collaborations dominated 5G discussions during Mobile World Congress 2015. For what the road to 5G means for operators and their partners, head to the Building America's 5G Ecosystem event in New York on April 14.
LRTV Custom TV
Sonus NaaS IQ Real-Time Demo

3|6|15   |   4:03   |   (0) comments


Compass Networks Chairman and CEO Matt Bross and Ray Dolin, CEO of Sonus Networks, demonstrate their Sonus IQ SDN solution using a live video conference connection.
LRTV Custom TV
LRTV Talks Carrier WiFi & WiFi Calling With Aptilo Networks

3|6|15   |   4:53   |   (0) comments


We stopped by Aptilo Networks, a market leader in WiFi service management and offloading, to discuss the new possibilities with next-generation WiFi calling and why WiFi should be a natural part of any operator strategy.
LRTV Interviews
NGMN Chairman Outlines His 5G Vision

3|6|15   |   5:10   |   (1) comment


Bruno Jacobfeuerborn, chairman of the NGMN Alliance and Deutsche Telekom CTO, shares his thoughts on the challenges, opportunities and costs of 5G.
LRTV Interviews
In the Cloud With Telecom Italia

3|5|15   |   7:10   |   (0) comments


Light Reading CEO Steve Saunders sits down with Telecom Italia's Simone Battiferri at Mobile World Congress to discuss virtualization, agility and the economic advantages of the cloud.
LRTV Huawei Video Resource Center
New Ways of Working

3|5|15   |   4:24   |   (0) comments


At the ICT Leaders Roundtable, hosted jointly by Light Reading and Huawei at the Hotel Renaissance in Barcelona just prior to Mobile World Congress, Hong Kong Telecom's Michael Yue explains how the transformation in its business has changed its customer relationships.
LRTV Huawei Video Resource Center
Bridging the Digital Gap

3|5|15   |   4:03   |   (0) comments


At the ICT Leaders Roundtable, hosted jointly by Light Reading and Huawei at the Hotel Renaissance in Barcelona just prior to Mobile World Congress, Boingo's Dr. Derek Peterson explains how ICT can help telcos bring the physical and virtual worlds closer together.
LRTV Huawei Video Resource Center
Making the Internet of Things Affordable

3|5|15   |   2:42   |   (0) comments


At the ICT Leaders Roundtable, hosted jointly by Light Reading and Huawei at the Hotel Renaissance in Barcelona just prior to Mobile World Congress, Telefonica's Dr. Mike Short explains how the Internet of Things demands a new low-cost approach to connectivity from telcos.
LRTV Huawei Video Resource Center
Evolution, Not Revolution

3|5|15   |   2:00   |   (0) comments


At the ICT Leaders Roundtable, hosted jointly by Light Reading and Huawei at the Hotel Renaissance in Barcelona just prior to Mobile World Congress, Heavy Reading's Patrick Donegan explains why telcos can't be too hasty in their efforts to transform themselves.
LRTV Custom TV
Management & Orchestration Enablement Strategies Required for NFV Commercial Success

3|5|15   |   6:22   |   (0) comments


NFV commercial success rests on successful service orchestration strategies which can span heterogeneous physical, virtual, legacy and next-gen networks. Network data and security integrity are additional key aspects. Nakina provides a suite of orchestratable network integrity applications built on an open, scalable MANO enablement platform.
LRTV Huawei Video Resource Center
The Power of Five Convergences in OceanStor OS

3|4|15   |   6:24   |   (0) comments


OceanStor OS is Huawei's brand-new storage operating system. While inheriting the consistent high stability, reliability and performance from the company's previous storage products, OceanStor OS abounds in new converged storage features. Specifically, the new storage operating system achieves "five convergences" to lift storage convergence to a higher level.
LRTV Huawei Video Resource Center
4K Brings Extreme Video Experience

3|4|15   |   8:10   |   (0) comments


4K video is a hot topic in the video industry. It will certainly bring an extreme video experience to end users. At the same time, however, it will also pose a big challenge to operators. Check out this Huawei 4K experts' discussion about how operators can achieve success in 4K video service.
Upcoming Live Events
March 17, 2015, The Cable Center, Denver, CO
April 14, 2015, The Westin Times Square, New York City, NY
May 12, 2015, Grand Hyatt, Denver, CO
May 13-14, 2015, The Westin Peachtree, Atlanta, GA
June 8, 2015, Chicago, IL
June 9-10, 2015, Chicago, IL
June 9, 2015, Chicago, IL
June 10, 2015, Chicago, IL
All Upcoming Live Events
Infographics
Net neutrality, broadband services and the current outlook on data consumption, as presented by the New Jersey Institute of Technology.
Hot Topics
Internet Pioneers Decry Title II Rules
Carol Wilson, Editor-at-large, 3/2/2015
Wheeler: We'll Enforce Title II 'Case-By-Case'
Sarah Thomas, Editorial Operations Director, 3/3/2015
New CenturyLink CTO in Major Overhaul
Carol Wilson, Editor-at-large, 3/4/2015
Verizon Takes Radio Dot to Detroit, VoLTE Overseas
Sarah Thomas, Editorial Operations Director, 2/27/2015
Like Us on Facebook
Twitter Feed
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Chattanooga’s EPB publicly owned utility comms company has become a poster child for how to enable a local economy using next-gen networking technology. Steve Saunders, Founder of Light Reading, sits down with Harold DePriest, president and CEO of EPB, to learn how EPB is bringing big time tech to small town America.
Light Reading CEO Steve Saunders talks transformation and virtualization – including Light Reading's independent testing of the vendor's virtualization solutions – with Cisco CEO John Chambers at Mobile World Congress in Barcelona.
Check out Light Reading's interview with Jay Samit, the newly appointed CEO of publicly traded SeaChange International Inc. With a resume that includes Sony, EMI, and Universal, Samit brings a reputation as an entrepreneur and a disruptor to his new role at the video solutions company. Hear what he had to say about the opportunities in video, as well as the outlook for cable, telco, OTT and mobile service providers.
G'day! And welcome to an entirely new feature on Light Reading -- our weekly "CEO-to-CEO" interview.