Light Reading

100G Land Grab Is Well Underway

Craig Matsumoto
News Analysis
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
Flash Poll
From The Founder
Anshul Sadana answers questions from Steve Saunders, Light Reading's founder and CEO, about Arista's CloudVision, a global cloud network controller for workload orchestration and workflow automation delivering a turnkey solution for cloud networking.
Live Streaming Video
CLOUD / MANAGED SERVICES: Prepping Ethernet for the Cloud
Moderator: Ray LeMaistre Panelists: Jeremy Bye, Leonard Sheahan
LRTV Custom TV
End-User or Enterprise Benefits to the New IP

7|30|15   |   04:27   |   (0) comments


Andrew Coward discusses what the New IP means to end users or enterprise customers. He explains compelling reasons, including how every customer can get their own network, from the transformation to the New IP.
LRTV Custom TV
Network Visibility & the New IP

7|30|15   |   02:23   |   (0) comments


Mukund Srigopal provides an explanation of what network visibility is and how it is essential as service providers transition to the New IP. In addition, the importance of the network packet broker is discussed.
Between the CEOs
Video Exclusive With Basil Alwan, Alcatel-Lucent

7|24|15   |   26:44   |   (5) comments


Basil Alwan, President of IP Routing & Transport at Alcatel-Lucent, discusses virtualization, cultural challenges, the capex crunch and more with Light Reading founder and CEO Steve Saunders.
LRTV Custom TV
VDF: Enable the Financial With Mobile Money

7|20|15   |   06:53   |   (0) comments


Ian Ravenscroft discusses how operators can expand to occupy the entire digital services value chain through service innovation.
LRTV Custom TV
Telefónica on OSS Transformation

7|20|15   |   06:01   |   (0) comments


Jose Gonzales discusses the details of Telefónica's operation transformation program.
LRTV Custom TV
Judi Achmadi on Huawei's Cloud Storage Solution

7|20|15   |   03:33   |   (0) comments


Judi discusses the key business goals of TelekomSigma's public cloud service and how Huawei's solution helps them address challenges.
LRTV Custom TV
KPN Enlightening Digital Business & IT Transformation

7|20|15   |   06:19   |   (0) comments


Rob de Beer discusses the changes that operators need to make with service innovation now coming from the Internet world.
LRTV Custom TV
Stratus Telco-Grade Cloud Solutions & NFV

7|20|15   |   07:34   |   (0) comments


Ali Kafel from Stratus Technologies addresses high-availability concerns within the telco industry with a solution that enables telcos to provide high-availability and stateful fault-tolerance using a software-based approach.
LRTV Documentaries
The Six Million Dollar Business Man

7|20|15   |   01:52   |   (0) comments


Steve Saunders, publisher. A man barely alive after an acquisition malfunction imploded the company he founded. Gentlemen, we can rebuild Light Reading. Better, faster, stronger.
Between the CEOs
CEO Chat With Anukool Lakhina, Guavus

7|20|15   |   38:51   |   (1) comment


Guavus CEO Anukool Lakhina talks to Light Reading founder and CEO Steve Saunders about the role of operational analytics in the communications services and networking sectors, particularly in relation to IoT.
LRTV Custom TV
IBM's Flash Storage With Intel QuickAssist

7|20|15   |   03:18   |   (0) comments


Intel's Bev Crair and IBM's Eric Herzog discuss how IBM's V9000 Flash Storage System has helped customers around the world. Featuring real-time compression powered by Intel QuickAssist Technology, the V9000 is a next-gen flash storage solution.
LRTV Huawei Video Resource Center
Thailand's AIS: Transforming to an FMC Operator

7|17|15   |   4:53   |   (0) comments


Saran Phaloprakarn, Senior VP of Fixed Broadband Business Management of Thailand's AIS, was a keynote speaker at the first Asia-Pacific Ultra Broadband Summit in Bangkok. In this video, he talks to Heavy Reading about transforming into an FMC (FBB+MBB+Content) operator.
Upcoming Live Events
September 16-17, 2015, The Westin Galleria Dallas, Dallas, TX
September 16, 2015, The Westin Galleria Dallas, Dallas, TX
September 16, 2015, The Westin Galleria Dallas, Dallas, TX
September 29-30, 2015, The Westin Grand Müchen, Munich, Germany
October 14-15, 2015, New Orleans Ernest N. Morial Convention Center, New Orleans, LA
November 5, 2015, Hilton Santa Clara, Santa Clara, CA
November 17, 2015, Santa Clara, California
December 1, 2015, The Westin Times Square, New York City
All Upcoming Live Events
Infographics
Network operators start seeing savings from NFV in the first year, according to a study by Affirmed Networks and ACG.
Hot Topics
Robbins Succeeds Chambers as Cisco Changes CEOs
Mitch Wagner, West Coast Bureau Chief, Light Reading, 7/27/2015
Cable Feuds With Senate Dems Over STBs
Alan Breznick, Cable/Video Practice Leader, 7/31/2015
RJio to Launch Its Own 4G Devices Brand
Gagandeep Kaur, Contributing Editor, 7/27/2015
Qualcomm Wants FCC to Stay Out of LTE-U Fray
Sarah Thomas, Editorial Operations Director, 7/27/2015
Like Us on Facebook
Twitter Feed
September 22, 2015
Media Begins With “Me”
Webinar Archive
BETWEEN THE CEOs - Executive Interviews
Basil Alwan, President of IP Routing & Transport at Alcatel-Lucent, discusses virtualization, cultural challenges, the capex crunch and more with Light Reading founder and CEO Steve Saunders.
Guavus CEO Anukool Lakhina talks to Light Reading founder and CEO Steve Saunders about the role of operational analytics in the communications services and networking sectors, particularly in relation to IoT.
Cats with Phones
Comes With Free Phone Stand Click Here
Who says cats don't have any skills?