& cplSiteName &

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
    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 Custom TV
    ADVA Talks Innovation & the Future of Networking

    1|17|17   |     |   (0) comments


    Ray Le Maistre and Christoph Glingener, CTO of ADVA Optical Networking, discuss the current state of the industry, cooperation and collaboration, open innovation and the future of networking.
    LRTV Custom TV
    Cisco's Infinite Video Platform

    1|17|17   |     |   (0) comments


    Cisco's Infinite Video Platform allows service providers to deliver broadcast-quality video over IP networks. Infinite video supports many devices, from 4K TVs to tablets to game consoles. Join Cisco's Rajeev Raman for a brief tour and live demo.
    LRTV Interviews
    Masergy: Ability to Adapt Key for NFV

    1|16|17   |   6:40   |   (0) comments


    Speaking at Light Reading's 2020 Vision in Rome, Masergy's VP, Global Technology, Ray Watson, said agility is key to providing the mix and match NFV-based services that are driving business for the managed service provider today.
    LRTV Interviews
    Equinix: The Data Explosion

    1|13|17   |   4:16   |   (0) comments


    At Light Reading's 2020 Vision in Rome, Eric Schwartz, president of EMEA, Equinix, talked about how Equinix is helping its customers manage the influx of data today, and how it's preparing for a future filled with millions of connected IoT devices.
    LRTV Interviews
    Heavy Reading: The Changing Data Center Landscape

    1|12|17   |   6:05   |   (1) comment


    At Light Reading's 2020 Vision event in Rome, Heavy Reading's Senior Analyst Roz Roseboro talks about how virtualization is impacting data center evolution and how that evolution is affecting the relationship between service providers, data center operators and public cloud providers.
    LRTV Interviews
    Boingo: Prepping for Millions of Devices

    1|12|17   |   5:07   |   (1) comment


    At Light Reading's 2020 Vision in Rome, Boingo's CTO Derek Peterson discusses how wireless operators will address the needs of low-bandwidth and high-bandwidth apps at the same time, the need for more MHz, the impact of IoT and more.
    LRTV Interviews
    Comcast Shows Off Gig Gateway at CES

    1|11|17   |     |   (1) comment


    With its largest presence at CES in years, Comcast took the wraps off its long-awaited gigabit gateway and a new platform for managing the home WiFi network. Light Reading Senior Editor Mari Silbey sat down with EVP Chris Satchell to discuss the latest Comcast advance, and met with VP of Product Strategy and Development Andrea Peiro to walk through a demo of the ...
    LRTV Interviews
    Colt: End-to-End Key for 2017

    1|10|17   |   6:21   |   (0) comments


    At Light Reading's 2020 Vision Executive Summit in Rome, Nico Fischbach of Colt said having a multi-carrier, end-to-end service proposition is going to be key for 2017 -- and SD-WAN is instrumental in making it happen.
    From the Founder
    Cisco's Clemson on Mobile Cloud Video

    1|9|17   |     |   (1) comment


    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. "If you think about where we're going… whether it's a mobile application, or a video ...
    LRTV Custom TV
    VMware Telco NFV Solutions – Preparing for 5G & IOT

    1|9|17   |     |   (0) comments


    Shekar Ayyar, EVP & Corporate Strategy/General Manager of Telco for VMware, discusses VMware's Telco NFV solutions role and foundation for the Imminent Arrival of 5G & IOT.
    LRTV Interviews
    Heavy Reading: Big Video Set to Disrupt

    1|6|17   |   4:39   |   (0) comments


    At Light Reading's 2020 Vision Executive Summit in Rome, Heavy Reading's Adi Kishore talks about the challenges of managing and monetizing bandwidth-intensive video, and how service providers will need to transform their networks to cope with the big video explosion.
    LRTV Interviews
    Heavy Reading: IoT Set to Disrupt

    1|5|17   |   7:07   |   (0) comments


    Heavy Reading's Senior Analyst of IoT, Steve Bell, tells Light Reading how the Internet of Things (IoT) will transform service provider markets, business models and mindsets, and how virtualizing the network core and Fog networking is key to meeting the agility and flexibility demands of IoT in the future.
    Upcoming Live Events
    May 15-17, 2017, Austin Convention Center, Austin, TX
    All Upcoming Live Events
    Infographics
    Hot Topics
    Ericsson: 5G Heralds 'New' New Economy
    Mari Silbey, Senior Editor, Cable/Video, 1/12/2017
    Next Plugfest Gets G.fast Closer to Market
    Brian Santo, Senior editor, Test & Measurement / Components, Light Reading, 1/13/2017
    IBM, FDA Look to Blockchain to Secure Health Records
    Scott Ferguson, Editor, Enterprise Cloud, 1/12/2017
    Growing Pains Will Force Telcos to Shape Up
    Iain Morris, News Editor, 1/17/2017
    Qualcomm Study Predicts 5G Will Create 22M Jobs by 2035
    Dan Jones, Mobile Editor, 1/17/2017
    Like Us on Facebook
    Twitter Feed
    BETWEEN THE CEOs - Executive Interviews
    Light Reading founder and CEO Steve Saunders chats with Sportlogiq CEO Craig Buntin about sports data analysis.
    Eyal Waldman, CEO of Mellanox Technologies, speaks to Steve Saunders, CEO of Light Reading, for an exclusive interview about the 100 GB cable challenge, cybersecurity and much more.
    Animals with Phones
    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.