Who Makes What: 40- & 100-Gbit/s Systems
Light Reading was founded for technologies like 40- and 100-Gbit/s (hereafter 40/100G) systems – cutting-edge optical network kit, oodles of gung-ho vendors of all shapes and sizes, arcane technological disputes, and the promises of billions of bucks just over the horizon (and for the X-rated stuff, see Contentinople).
40/100G transmission embraces a range of technologies and has potentially wide applications – from transoceanic networks, through the metro, and on into equipment backplanes – so its long-term impact is likely to be considerable and widespread. For this Who Makes What, however, the main interest is taken to be telecom network transport applications, which means essentially:
- 40G Sonet/SDH (OC768/STM256) and the higher-rate ITU-T OTNs (OTU3/OTU4)
- Longer-range versions of 40 and 100G Ethernet.
The list of operators and carriers now moving to, or with, some 40G implementations now contains some big names (see Table 1 for some recent examples reported by Light Reading), although not everyone is convinced by the 40G argument (see Page 4: Sticky Questions). In contrast, 100G is still largely experimental or trialing, but implementations are vaguely beginning, as witnessed by financial exchange NYSE Euronext and Ciena Corp. (NYSE: CIEN) announcing, in March 2009, plans to implement 100G networks to support NYSE Euronext’s new data centers in the greater New York and London metropolitan areas during 2010.
Table 1: Recent 40G Network Implementations Reported by Light Reading
|AboveNet||USa/May 2009||40G metro service in 15 US markets|
|Bell Canada||Canada/September 2008||40G optical backbone network|
|China Telecom||China/August 2008||40G transmission network|
|China Unicom||China/December 2008||40G WDM transport network|
|Deutsche Telekom||Germany/July 2008||40G DWDM core network|
|KPN||Belgium/September 2008||40G upgrade to optical backbone network|
|Lightower Fiber Networks||USA/ June 2009||40G bandwidth service for carriers and large enterprises|
|Mediacom Communications||USA/December 2008||40G upgrade to regional network supporting triple-play services|
|Neos||UK/March 2008||40G network for delivery of bandwidth-on-demand for UK businesses|
|Rascom||Russia/July 2008||40G upgrade to long-haul optical network|
|RoEduNet Educational Network||Romania/November 2008||40G-ready network linking national educational and research facilities|
|Southern Cross Cables||USA/June 2008||40G upgrade to 10G terrestrial feeder to transpacific cable network|
|Sprint Nextel||USA/November 2008||40G transatlantic transmission trial|
|SURF Telecoms||UK/December 2008||40G upgrade to regional optical data network|
|Telef�nica||Spain/November 2008||40G transmission network|
|Telus||Canada/December 2008||40G network upgrade|
|TransTeleCom||Russia/May 2008||40G commercial transport network connecting Moscow and St. Petersburg|
|Triton Telecom||Caribbean/October 2008||40G system linking Florida, Puerto Rico, Dominican Republic and Jamaica|
|Virgin Media||UK/May 2008||Lights 40G path|
|Source: Light Reading, 2009|
40G is also hitting the data center. In late 2008, for example, Mellanox Technologies and Dell claimed the world’s first demonstration of 40G InfiniBand interconnect technology for blade servers by using Mellanox’s recently launched InfiniBand ConnectX Adapter.
The combination of hi-tech R&D, many smaller specialist companies, market evolution, and a global recession must make 40/100G one of the few current bright spots for M&A types, judging by the number of mergers, acquisitions, and similar announcements made over the last year or so. Examples are:
- Aegis Lightwave Inc. acquired CardinalPoint Optics (April 2008 – optical channel monitors) and AOFR (March 2009 – fused fiber couplers)
- Avanex and Bookham merged (April 2009 – optical components, modules and subsystems) to form Oclaro Inc. (Nasdaq: OCLR)
- EXFO (Nasdaq: EXFO; Toronto: EXF) acquired PicoSolve (February 2009 – optical sampling oscilloscopes for 40G and 100G R&D)
- Finisar Corp. (Nasdaq: FNSR) merged with Optium (August 2008)
- GigOptix Inc. (OTC: GGOX) acquired Helix Semiconductors (January 2008 – optical physical-media-dependent ICs) and merged with Lumera (March 2008 – modulator technology)
- Opnext Inc. (Nasdaq: OPXT) acquired StrataLight Communications (January 2009 – 40/100G products and subsystems)
- Thorlabs Inc. acquired the assets of Covega (March 2009 – indium-phosphide and lithium-niobate components and modules) from owners Gemfire Corp. . Previously Gemfire and Covega had merged (February 2008).
We have tried to make the listing as complete as possible in the time available for its compilation, but this is where you, Dear Reader, can help with any companies that have been missed.
If any companies need to be added, or any information corrected, please bring it to our attention either on the message board below or by sending an email to [email protected] or to [email protected], placing "Who Makes What: 40- & 100-Gbit/s Systems" in the subject line.
Here’s a hyperlinked contents list:
- Page 2: Environment & Technology
- Page 3: Vendors & Product Categories
- Page 4: Sticky Questions
- Page 5: Systems
- Page 6: Devices, Modules & Subsystems I
- Page 7: Devices, Modules & Subsystems II
- Page 8: Test & Measurement
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