Marvell announced Orion, its 800ZR Coherent DSP, and its COLORZ 800 optical module using the DSP and SiPho technology. This is the company’s 3rd generation optical module after high-volume shipments of 100G direct detect and 400ZR coherent modules. The company has been exceptionally successful as a supplier of coherent DSPs for pluggable applications and has created a broad supply chain of other module vendors that use its technology.
Marvell’s Orion DSP represents the next step in coherent pluggables after the unprecedented popularity of 400 Gbps modules. Orion creates the opportunity to eliminate hardware and significantly reduce costs in regional to long-haul networks, and our conservative forecast calls for nearly 300,000 shipments of 800 Gbps-capable pluggable modules a year by 2027.
With data center bandwidth doubling every few years, pluggable modules represent the technology of choice for cloud and service providers to scale quickly and effectively. Our conservative forecast calls for nearly 300,000 shipments of 800 Gbps-capable pluggable modules annually by 2027.– Scott Wilkinson, Lead Analyst Optical Components at Cignal AI