Light Reading

100G Land Grab Is Well Underway

Craig Matsumoto
News Analysis
Craig Matsumoto

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
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 :-)
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:

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.

Mark Showalter
Infinera Corporate Communications
From The Founder
Steve Saunders provides an overview of white box networking and introduces a new "slim line" version of the OSI 7-layer model.
Flash Poll
Live Streaming Video
CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
Between the CEOs
Centec on Ethernet Switching

11|26|15   |   09:58   |   (0) comments

Centec CEO James Sun talks to Steve Saunders about Ethernet switching and the white box revolution.
LRTV Custom TV
Delivering Service Agility in the Virtualization Era

11|25|15   |   5.41   |   (0) comments

Interview with Massimo Fatato, WW OSS Business Lead, Hewlett Packard Enterprise.
Wagner’s Ring
How Might Open Source Fail?

11|24|15   |     |   (9) comments

Open source, SDN, and NFV are looking inevitable – but performance, standards proliferation and regulatory capture could derail the movement.
LRTV Custom TV
NFV Lifecycle Orchestration – a Fresh Vision for Telco

11|23|15   |   6.40   |   (0) comments

Simon Osborne, CTO Comptel, and Heavy Reading's Caroline Chappell reveal the business impacts of new SDN and NFV, and what the term service orchestration actually means. Together they define Lifecycle Service Orchestration and how the virtualized future will look for telecoms operators.
Between the CEOs
Cisco's Virtual Role in Saudi

11|20|15   |   12:15   |   (1) comment

Light Reading founder and CEO Steve Saunders talks with Zayan Sadek, Regional Manager at Cisco Systems, about the competitive communications services market and advance of virtualization in Saudi Arabia.
LRTV Huawei Video Resource Center
Huawei Leads With Kubernetes for Cloud PaaS

11|19|15   |   08:26   |   (0) comments

Huawei is looking to Kubernetes as a key tool for building robust open source technologies for customers and partners, said Ying Xiong, chief architect of cloud platform at Huawei, in an interview with Light Reading West Coast Bureau Chief Mitch Wagner at the recent Kubecon conference.
Women in Comms Introduction Videos
WiC in London: The Highlight Reel

11|19|15   |   5:33   |   (1) comment

NetCracker's Mervat El Dabae headlines an inspiring morning in London with help from leading women from Vodafone, TalkTalk, Hyperoptics and Ciena.
LRTV Documentaries
Why Saudi's So Hot for New Tech

11|19|15   |   05:07   |   (0) comments

Light Reading's Steve Saunders reports from Saudi Arabia, a hyper-competitive market desperate to embrace the next generation of communications technologies and services.
LRTV Custom TV
Why Data Models Deliver More Value Than Information Models

11|19|15   |   5.08   |   (0) comments

Stefan Vallin argues that more automation is needed to manage end-to-end services and the hybrid networks they run on, and that data models are key to achieving this.
Telecom Innovators Video Showcase
SDN Management & Orchestration in the WAN

11|17|15   |   7.20   |   (0) comments

Carol Wilson and Packet Design CTO Cengiz Alaettinoglu discuss CSPs' SDN service delivery and assurance requirements. Learn about a modular approach to building automated control, orchestration and management functions for the WAN that are policy- and analytics-driven.
LRTV Custom TV
Flash Networks: Optimizing for Radio Spectral Efficiency

11|17|15   |   3:34   |   (0) comments

Today most optimization vendors only focus on optimizing voice or data. Ofer Gottfried, Flash Networks' CTO, shows how improving data throughput and maximizing spectral efficiency reduces capital and operating expenses while also providing a platform for user engagement.
LRTV Custom TV
Making Pay-TV User Experiences Millennial-Friendly

11|16|15   |   6:42   |   (0) comments

The unique challenge of reaching and engaging Millennials is driving pay-TV video experience transformation that can include higher quality UIs, viewing of multiple content streams at once and seamless transitions between handheld devices and the television.
Allot MobileTrends Report H2/2015 reveals how daily online behavior can be used to discover smarter ways to profile customers and propose valuable, real-time offers to them.
Hot Topics
Samsung to Sell Wireless Networking Unit?
Dan Jones, Mobile Editor, 11/23/2015
Sprint, Verizon Face Reorganization, Job Cuts
Dan Jones, Mobile Editor, 11/20/2015
Sprint to Get $1.2B From New Leasing Venture
Dan Jones, Mobile Editor, 11/23/2015
How Might Open Source Fail?
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/24/2015
Networking Shines in HP's Gloomy Final Earnings
Mitch Wagner, West Coast Bureau Chief, Light Reading, 11/25/2015
Like Us on Facebook
Twitter Feed
December 15, 2015
Virtualizing Cable Services
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Centec CEO James Sun talks to Steve Saunders about Ethernet switching and the white box revolution.
Light Reading founder and CEO Steve Saunders talks with Zayan Sadek, Regional Manager at Cisco Systems, about the competitive communications services market and advance of virtualization in Saudi Arabia.
Cats with Phones
Can't Find the Phone on Thanksgiving? Click Here
Check under the cat! (hint: bottom right)
Live Digital Audio

Broadband speeds are ramping up across Europe as the continent, at its own pace, follows North America towards a gigabit society. But there are many steps to take on the road to gigabit broadband availability and a number of technology options that can meet the various requirements of Europe’s high-speed fixed broadband network operators. During this radio show we will look at some of the catalysts for broadband network investments and examine the menu of technology options on offer, including vectoring and for copper plant evolution and the various deployment possibilities for FTTH/B.