Inphi

TeliaCarrier’s plans for deploying 400ZR and growing its network post-COVID

Chinese webscale operator Tencent has been developing its own white box for optical transport. In this report we provide more details of Tencent’s work, including its adoption of CFP2 400Gbps optics.

Compact Modular sales (and hence disaggregation) have historically lagged in APAC versus the rest of the world, so APAC’s sudden and extraordinary growth over the past few quarters means that something has changed and deserves a closer look.

4Q20 Compact Modular sales significantly outperformed the overall optical market, as APAC sales more than doubled and surpassed EMEA sales for the first time. 400ZR forecasts for 2022 and beyond were increased based on growing operator interest.

Inphi announced that the development of its 400ZR module is complete and that the products have reached production availability.

Get ready for the 2021 rollout with commentary from Inphi, Arista, and Microsoft on evaluation results and plans for rolling out 400ZR in 2021.

Compact modular sales grew much faster than the optical market overall, with significant growth in APAC this quarter. 400ZR and ZR+ modules began sampling with several hundred modules shipped for evaluation.

This report includes our initial forecasts of the 100ZR and 400ZR+ markets.. Compact Modular sales grew much faster than the overall market this quarter as disaggregation continues to gain traction in networks outside of Cloud & Colo.

Packet-OTN sales doubled in NA as carriers responded to COVID-19, and shipments of 400Gbps+ ports doubled YoY as Chinese equipment companies entered production.

Overview and analysis of Nokia’s fifth generation of coherent DSPs, the PSE-Vs, and PSE-Vc.

Compact Modular sales growth slowed in North America in the 4th quarter, but sales growth outside of NA was exceptionally strong and total worldwide sales grew nearly 50% year-over-year.

Gazettabyte authored a lengthy article about the sampling of the first 400G DSP for use in pluggable applications. It included an interview with Inphi, Neophotonics, and analysts including Andrew Schmitt.

Inphi announced it sampled the industry’s first 400ZR QSFP-DD module to major cloud operators and equipment manufacturers.

An update to October’s State of 5th Generation Optics report based on recent developments at Ciena and Infinera.

200G coherent shipments from China exceeded forecasts, worldwide shipments of 100G coherent ports will now decline until lower-cost alternatives emerge.

Inphi announced it sampled its new Canopus coherent DSP, the industry’s first merchant 7nm coherent DSP designed to support 400ZR and 400ZR+ applications. Andrew Schmitt commented in the press release, joined by others from Arista and Juniper.

Inphi announced that it was first to production with a 100Gbps/400Gbps Single-Lambda PAM4, a complete 56GBaud solution with linear TIA and drivers.

Over a quarter of North American compact modular sales were for long haul deployments as applications continue to expand.

Acacia is a transformational acquisition that can vault Cisco into a market leadership position as the world transitions to disaggregated network design and pluggable, interoperable coherent optics.

Cignal AI’s 1Q19 Optical Hardware Applications Report has been issued.