Light Reading

Bit Parts: Losses, Launches & Expectations

Carolyn Mathas
News Analysis
Carolyn Mathas
5/20/2014
50%
50%

New products, market growth and some job losses dominate the components sector in the latest roundup of news tidbits.

  • In the previous Bit Parts blog, I reported that the acquisition of LSI by Avago Technologies Pte. was finally complete. Unfortunately, that also means the start of what Avago is calling the "implementation of its cost reduction activities" related to the takeover, which the company hopes will save it $200 million per annum by the close of its fiscal year ending November 1, 2015. Avago says it "expects to eliminate a substantial number of positions from its workforce across all business and functional areas on a global basis," a move that will result in financial charges during the next six quarters that the company can't currently estimate. Avago is due to release its latest financials on May 29. (See Bit Parts: Following the Optical Money.)

  • Wind River Systems Inc. claims that its vSwitch for NFV, which is integrated within the company's carrier-grade communications server, has achieved industry-leading performance. The company claims vSwitch can deliver 12 million packets per second to guest virtual machines via two processor cores on an industry standard server platform, when using bidirectional traffic. This number of packets is a 20x improvement over the standard Open vSwitch (OVS) software used in typical enterprise data centers, and it's achieved using up to a third fewer CPU resources than other commercial solutions. See this press release for more details. (See Wind River Demonstrates Carrier-Grade Software for NFV.)

  • German broadband chip specialist Lantiq Semiconductor just announced firmware, a test service, a better chip package, and a new reference design supporting its SHDSL (symmetrical high-speed digital subscriber line) chipset, dubbed Socrates, in industrial apps. The reference design will support data rates to 60 Mbit/s and, claims the company, improves interoperability. To address industrial needs, four-channel Socrates were converted from gold to copper bond wiring. Samples, chipsets, services, and evaluation boards are available now. The reference board will be available during the second half of 2014. (See Lantiq Enhances SHDSL Offering.)

  • STMicroelectronics NV (NYSE: STM) and Samsung Electronics Co. Ltd. (Korea: SEC) have struck a deal that will result in Samsung manufacturing STMicro's 28nm fully depleted Silicon-on-Insulator (FD-SOI). The agreement means that customers wanting 28nm FD-SOI products will have multiple sourcing options beyond STMicro's existing manufacturing facilities in Crolles, France, and will also benefit from Samsung's experience in mass production. The Samsung process will be qualified in early 2015 for volume production. According to STMicro, FD-SOI technology at 28nm delivers "faster, cooler, and simpler semiconductor devices to meet the continuing demand for higher-performance, lower-power systems-on-chips for next-generation electronic products, such as mobile and consumer applications."

  • Xilinx Inc. (Nasdaq: XLNX) has shipped its first Virtex UltraScale VU095 All Programmable FPGA, a member of what the company claims is the only 20nm high-end family that enables single chip implementation of 400G and 500G apps. The Virtex VU095 device provides high performance, system integration, and bandwidth for such applications as wired communication, test and measurement, aerospace and defense, and data center. Another family member, the VU190 FPGA, combines nearly two million logic cells with more than 130MB of on-chip RAM, more than 1,000 parallel I/O pins, and up to 120 serial transceivers. The benefits? A whopping 50% power reduction. The devices incorporate 32.75Gbit/s transceivers for chip-to-chip, chip-to-optics, and 28Gbit/s backplanes, and feature multiple integrated ASIC-class 100G Ethernet and 150G Interlaken cores. For more details, see this announcement. (See Xilinx: An 'All Programmable' Strategy.)

  • Vitesse Semiconductor Corp. (Nasdaq: VTSS) launched a new set of 10GigE PHY transceivers. The VSC8489 family of physical layer transceivers are designed for enterprise and high-speed data centers that support cloud services. Features include timing synchronization and input signal monitoring. For more details, see this press release. Vitesse also just announced that it has licensed its GigE IP cores to Freescale, and reported a net loss of $5.8 million from revenues of $25.6 million for its fiscal second quarter that ended March 31.

  • Andrew Schmitt, principal analyst for optical coverage at Infonetics Research Inc. , reports that the rollout of colorless, directionless and contentionless (CDC) ROADMs is starting this year, providing a boost to wavelength selective switch (WSS) components. He reports that global ROADM WSS component revenues dipped 8% year-on-year in 2013, and were worth $111 million in the second half of last year, but that shipments and revenues are expected to increase in 2014. Global revenues for WDM ROADM-based optical equipment (excluding components) increased 11% year-on-year to $4.5 billion in 2013, according to Schmitt's calculations. He expects WDM ROADM-based optical equipment will be the fastest-growing segment of the optical transport business, with a projected 2013–2018 compound annual growth rate (CAGR) of 13%.

  • ElectroniCast Consultants predicts that sales of fiber-optic collimator lens assemblies, which are used in a variety of optical communications components and devices, will grow by 45% during the next five years. Stephen Montgomery, director of the Fiber Optic Component Group at ElectroniCast, reports that sales of collimator lens assemblies act as a key indicator of growth in the fiber optic communications component industry. Global consumption of the assemblies for commercial optical communications hit $264.2 million in 2013 and is expected to reach $298.4 million in 2014, a rise of 12.9%.

    — Carolyn Mathas, contributing editor, special to Light Reading

    (0)  | 
    Comment  | 
    Print  | 
  • Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
    Flash Poll
    From The Founder
    Last week I dropped in on "Hotlanta," Georgia to moderate Light Reading's inaugural DroneComm conference – a unique colloquium investigating the potential for drone communications to disrupt the world's telecom ecosystem. As you will see, it was a day of exploration and epiphany...
    LRTV Documentaries
    Verizon's Emmons: SDN Key to Cost-Effective Scaling

    5|22|15   |   03:53   |   (0) comments


    For Verizon and other network operators to ramp up available bandwidth cost effectively, they need to move to SDN and agree on how to do that.
    LRTV Documentaries
    Lack of Universal SDN a Challenge

    5|21|15   |   04:51   |   (3) comments


    Heavy Reading Analyst Sterling Perrin talks about how uncertainty about SDN standards and approaches may be slowing deployment.
    LRTV Custom TV
    Steve Vogelsang Interview: Carrier SDN

    5|20|15   |   05:02   |   (0) comments


    Sterling Perrin speaks to Steve Vogelsang, Alcatel-Lucent CTO for IP Routing & Transport business, about the new Carrier SDN-enabling Network Services Platform and the operator challenges it solves.
    LRTV Custom TV
    Carrier SDN: On-Demand Networks for an On-Demand World

    5|20|15   |   20:52   |   (0) comments


    Steve Vogelsang, Alcatel-Lucent CTO for IP Routing & Transport business, talks about requirements and benefits of Carrier SDN during the keynote address at the Light Reading Carrier SDN event May 2015.
    LRTV Documentaries
    The Security Challenge of SDN

    5|19|15   |   02:52   |   (0) comments


    CenturyLink VP James Feger discusses concerns that virtualization could create new vulnerabilities unless network operators build in safeguards.
    LRTV Custom TV
    NFV Elasticity – Highly Available VNF Scale-Out Architectures for the Mobile Edge

    5|18|15   |   5:50   |   (0) comments


    Peter Marek and Paul Stevens from Advantech Networks and Communications Group talk about their NFV Elasticity initiative and the company's latest platforms for deploying virtual network functions at the edge of the network. Packetarium XL and the new Versatile Server Module: 'designed to reach parts of the network that other servers cannot reach.'
    LRTV Huawei Video Resource Center
    Bay Area Spark Meetup 2015

    5|14|15   |   3:54   |   (0) comments


    Developed in 2009, Apache Spark is a powerful open source processing engine built around speed, ease of use and sophisticated analytics. This spring, Huawei hosted a meetup for Spark developers and data scientists in Santa Clara, California. Light Reading spoke with organizers and attendees about Huawei's code contributions and long-term commitment to Spark.
    LRTV Custom TV
    The Transport SDN Buzz

    5|12|15   |   06:01   |   (1) comment


    Sterling Perrin, senior analyst at Heavy Reading, speaks with Peter Ashwood-Smith of Huawei and Guru Parulkar of ON.Lab about the evolution of transport SDN and the integration of technologies.
    LRTV Custom TV
    Next-Generation CCAP: Cisco cBR-8 Evolved CCAP

    5|5|15   |   04:49   |   (0) comments


    John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explained the innovation design of Cisco's cBR-8, the industry's first Evolved CCAP, including DOCSIS 3.1 design from ground-up, distributed CCAP with Remote PHY and path to virtualization. Cisco's cBR-8 Evolved CCAP is the platform that will last through the transitions.
    LRTV Custom TV
    Meeting the Demands of Bandwidth & Service Group Growth

    5|1|15   |   5:35   |   (0) comments


    Jorge Salinger, Comcast's Vice President of Access Architecture, explains how DOCSIS 3.1 and multi-service CCAP can meet the demands of the bandwidth and service group growth.
    LRTV Custom TV
    DOCSIS 3.1: Transforming Cable From Hardware-Defined Network to Software-Defined Network

    4|29|15   |   03:48   |   (0) comments


    John Chapman, Cisco's CTO of Cable Access Business Unit and Cisco Fellow, explains how DOCSIS 3.1 can transform cable HFC network to a more agile software-defined network.
    LRTV Huawei Video Resource Center
    Predicting Traffic Patterns for Quality Mobile Broadband

    4|29|15   |   6:45   |   (0) comments


    Accessing information ubiquitously creates complexity and creates heavy traffic onto the network, especially at large-scale events like sporting events or festivals. In this video, Huawei's Mohammad Hussain speaks to experts about how to predict traffic and improve user experience during periods of heavy traffic.
    Upcoming Live Events
    June 8, 2015, Chicago, IL
    June 9, 2015, Chicago, IL
    June 9-10, 2015, Chicago, IL
    June 10, 2015, Chicago, IL
    September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
    October 6, 2015, The Westin Peachtree Plaza, Atlanta, GA
    October 6, 2015, Westin Peachtree Plaza, Atlanta, GA
    All Upcoming Live Events
    Infographics
    Network functions virtualization (NFV) is not the easiest of topics to take on board, so here's a Light Reading infographic, developed following conversations with the folks at HP, that helps make sense of where NFV is taking the industry.
    Hot Topics
    10 Alternate Uses for Tablets
    Eryn Leavens, Copy Desk Editor, 5/22/2015
    Verizon Saves 60% Swapping Copper for Fiber
    Sarah Thomas, Editorial Operations Director, 5/19/2015
    Bidding War for TWC Looks Likelier
    Alan Breznick, Cable/Video Practice Leader, 5/22/2015
    Chattanooga Charts Killer Gigabit Apps
    Mari Silbey, Senior Editor, Cable/Video, 5/20/2015
    Smarter 'Dumb' TVs Will Drive OTT Adoption
    Mari Silbey, Senior Editor, Cable/Video, 5/18/2015
    Like Us on Facebook
    Twitter Feed
    Webinar Archive
    BETWEEN THE CEOs - Executive Interviews
    With 200 customers in 60 countries, Stockholm-based Net Insight has carved out a solid leadership position in one of the hottest vertical markets going in comms right now: helping service providers and broadcasters deliver video and other multimedia traffic over IP networks. How has Net Insight managed to achieve this success in the face of immense competition from the industry giants?
    My ongoing interview tour of the leading minds of the telecom industry recently took me to Richardson, Texas, where I met with Rod Naphan, CTO and SVP, Solutions, ...
    I recently popped down to Texas to chat with CEO Eric L. Pratt about his company, Taqua.
    Cats with Phones