& cplSiteName &

100G Land Grab Is Well Underway

Craig Matsumoto
1/18/2013
50%
50%

Ciena Corp. has been vocal about customer wins for optical 100Gbit/s transport, but it's likely Alcatel-Lucent still has the lead in terms of number of 100Gbit/s customers, according to Heavy Reading analyst Sterling Perrin. That's not to diminish Ciena's wins, which include Comcast Corp., which was announced Thursday as a customer for the 6500 Packet-Optical Platform outfitted with Ciena's third-generation WaveLogic chip. (See Comcast Gets 400G-Ready.) In fact, Comcast appears to be the first announced win for what Ciena calls the WaveLogic 3. A Ciena spokeswoman notes that the chip has gone out to multiple customers, though, and she says the company isn't specifying who got it first. At any rate, it means Ciena's latest 100Gbit/s hardware -- announced 10 months ago, just before OFC/NFOEC -- is fully on the market. Infinera, likewise, is ramping up shipments of the DTN-X, the platform that's going to carry it into the 1Tbit/s generation. (See Ciena Pushes Ahead to 400G and Infinera Officially Lands CenturyLink.) The move to coherent 100Gbit/s transmission requires new hardware, which has led Heavy Reading's Perrin to call this the year of the 100Gbit/s land grab. Every optical equipment has its products poised to steal customers, or at least hold on to them. Ciena has been the most vocal lately -- it had another 100Gbit/s win announced with Southern Cross earlier this week. But the customer count is probably still in AlcaLu's favor, Perrin estimates. At the end of the third quarter of 2012, the analyst put AlcaLu at the top of the 100G leader board, followed by Ciena and Huawei Technologies Co. Ltd. Infinera Corp. was barely on the radar, as the DTN-X had just begun shipping, but it was in fourth place, trailing the other serious contenders in terms of customer wins, Perrin said. "It's a four-horse race, which actually is not very unlike what the 10Gbit/s market looked like," Perrin says. Vendors seem to sense the "land grab" opportunity that's in front of them, too. "Every supplier you talk to, they talk about the other suppliers coming out with insane pricing for 100Gbit/s. I think what you see is vendors protecting their own customer bases," Perrin says. Now, if you count the number of 100Gbit/s wavelengths sold, Infinera comes out as the winner, as Dell'Oro group reported in November. But the DTN-X forces customers to buy five 100Gbit/s wavelengths at a time, which skews the numbers. — Craig Matsumoto, Managing Editor, Light Reading

(2)  | 
Comment  | 
Print  | 
Newest First  |  Oldest First  |  Threaded View        ADD A COMMENT
IJD
50%
50%
IJD,
User Rank: Light Beer
1/21/2013 | 8:12:36 PM
re: 100G Land Grab Is Well Underway
The Infonetics figures for 2012 100G shipments are just wrong; they simply didn't ask the right people -- those who are actually supplying 100G chips, not marketing presentations.
(this is not a dig at Infinera in any way, but people who sell expensive market research reports who don't know their subject :-)
InfineraCorpCommunications
50%
50%
InfineraCorpCommunications,
User Rank: Lightning
1/18/2013 | 8:12:02 PM
re: 100G Land Grab Is Well Underway
Hi Craig,

You are right that the 100G land grab is well on the way.-á However the statement "But the DTN-X forces customers to buy five 100Gbit/s wavelengths at a time..." is incorrect.-á Infinera's Instant Bandwidth enables service providers to buy 100G wavelengths one at a time on the DTN-X.-á

TeliaSonera International Carrier has gone on the record as the first customer to deploy 100G waves one at a time with the DTN-X using Instant Bandwidth.

Your article covering the Infinera Instant Bandwidth announcement here:http://www.lightreading.com/lo...

So customers have the choice to buy 100G wavelengths one at a time or as 500G super-channels with the DTN-X.

Readers might also be interested in checking out the recent Infonetics Research note on 2012 100G coherent market share for another perspective on the top 3 100G providers in 2012.

Best,
Mark Showalter
Infinera Corporate Communications
Featured Video
From The Founder
The 'gleaming city on a hill,' Steve Saunders calls it. But who is going to take us from today's NFV componentry to the grand future of a self-driving network? Here's a look at the vendors hoping to make it happen.
Flash Poll
Upcoming Live Events
September 28, 2017, Denver, CO
October 18, 2017, Colorado Convention Center - Denver, CO
November 1, 2017, The Royal Garden Hotel
November 1, 2017, The Montcalm Marble Arch
November 2, 2017, 8 Northumberland Avenue, London, UK
November 2, 2017, 8 Northumberland Avenue – London
November 10, 2017, The Westin Times Square, New York, NY
November 30, 2017, The Westin Times Square
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
Could 5G Have Found Its Glass Ceiling?
Dan Jones, Mobile Editor, 9/20/2017
Why Amazon May Be Cable's Biggest Threat
Mari Silbey, Senior Editor, Cable/Video, 9/22/2017
1 Million Pirate Set-Top Boxes Sold in the UK
Aditya Kishore, Practice Leader, Video Transformation, Telco Transformation, 9/20/2017
Can Fixed Wireless Fix Rural Broadband?
Mari Silbey, Senior Editor, Cable/Video, 9/25/2017
Comcast Shuts Down OTT Again
Mari Silbey, Senior Editor, Cable/Video, 9/19/2017
Animals with Phones
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