For those of you that believe that 100-Gigabit Ethernet is just around the corner, I have a bridge I want to sell you. But seriously, we haven’t even seen the height of 10-Gigabit Ethernet adoption yet, and there are some equipment companies saying they will sell 100’s-of-thousands of CXP 100GBASE-SR ports in 2011. Are you kidding? What is the application and where is the need?
First, 10GE has taken more than eight years to get to a million ports – we believe it will take 40G and 100G even longer. Second, even for clustering applications, which could potentially drive demand faster, 100GE port-adoption won’t be that quick. Ethernet architecture is different than the InfiniBand (IB) one – the density of an IB director-type switch provides over a Terabit per second, whereas the newly released 40GE ones are around 250G (due to both slower data rate and fewer ports). IB is also based on a CLOS architecture where you have equal bandwidth everywhere, while Ethernet is more often used in an aggregated network so ends up having a lot less higher-speed ports than lower speed ones. This is further supported by clustering applications that use ToR switches that are currently Gigabit connections to the servers with 10G uplinks to the network core. These will be upgraded to 10G downlinks and 40G uplinks first and this won’t happen quickly.
While several IP router manufacturers claim to have the need for 100’s of thousands of 100GBASE-SR CXP ports in 2011, I have found no evidence of this. Who are their customers? In fact, even those companies that could use 100G ports today, i.e. Google, Facebook , IXCs, etc., would need six months to a year to evaluate IP router products before they would deploy them. Since these devices do not yet exist, the reality is that the market will really not begin to materialize until at least 2012. Right now, the majority of router connections are still Gigabit Ethernet or OC-48 (2.5G) or below with OC-192 (10G) or 10GE being implemented on an as-needed basis. Until routers transition through 10G, then probably 40G, 100G installations will be few and far between.
But, there is a market for CXP AOCs today – InfiniBand. This is becoming a volume market now and will continue to be the best opportunity for CXP AOCs for at least the next few years and probably over the lifetime of the CXP products. In fact, we expect the volume of InfiniBand CXP AOCs to be at about six million by 2015. By comparison, the total volume of Ethernet CXP AOCs is expected to be less than 100-thousand. While 100G Ethernet clustering applications will initially use CXP AOCs, customers in these markets prefer to use pluggable modules mainly because they are used to structured cabling solutions and like their flexibility and ease of use, so AOCs will quickly give way to pluggable modules as they are developed. 100GE CXP ports may eventually eclipse InfiniBand once it permeates most data center distribution and core networks, but this will take longer than any of these equipment vendors anticipate I think.
Showing posts with label AOC. Show all posts
Showing posts with label AOC. Show all posts
Thursday, November 4, 2010
Thursday, August 19, 2010
AOCs (Part 3 and last for now)
The last of my summary of AOC Implementations:
Reflex Photonics has gained an early customer base in InfiniBand and PCI Express extender applications with its SNAP 12 products, and is using the existing customer base to increase awareness of InterBoard products for data center customers. In developing InterBoard, Reflex Photonics moved into coarser channel implementations to meet industry AOC standards. The four-channel cables terminate in an array of 850nm VCSELs that use QSFP connectors suitable for both InfiniBand DDR and 40G Ethernet. What is also interesting about Reflex’s InterBoard is that it contains its optical engine technology, LightAble.
Zarlink (now part of Tyco) began its ZLynx product line with a CX4 interconnect, but quickly added QSFP as the module was standardized. Zarlink is unique in anticipating possible customer interest in dissimilar terminations by offering CX4-to-QSFP cables. Zarlink product developers say they will take the same attitude as CXP applications emerge. While most AOCs will use identical termination on both ends of the cable, the company will explore customer demand for hybrid connectors. Before it was acquired by Tyco, Zarlink was working on 40G implementations that were expected to be released this year. No announcements have been made as of yet, though. Tyco had its own QSFP AOC, namely the Paralight. It remains to be seen how Tyco will merge these product lines.
The first implementations of 40G Ethernet have indeed materialized as AOCs, but are expected to transition into actual optical modules as soon as transceiver manufacturers are ready with their products. What is nice for the end user is that if they want to implement 40G today, they can with AOCs and the same ports will then accept optical modules later if needed. InfiniBand AOC products are expected to stay as AOCs and not transition into optical modules, mainly because most of these connections are less than 30m so are easier to pull through pathways and spaces.
According to CIR, the market for AOCs is expected to be about $180 million (a rather small market for so many entrants) this year, most of which will be for data centers. However, by 2013, it is expected to grow to more than $1-billion – a steep climb and one that will need a lot of suppliers if it is actually going to happen.
Reflex Photonics has gained an early customer base in InfiniBand and PCI Express extender applications with its SNAP 12 products, and is using the existing customer base to increase awareness of InterBoard products for data center customers. In developing InterBoard, Reflex Photonics moved into coarser channel implementations to meet industry AOC standards. The four-channel cables terminate in an array of 850nm VCSELs that use QSFP connectors suitable for both InfiniBand DDR and 40G Ethernet. What is also interesting about Reflex’s InterBoard is that it contains its optical engine technology, LightAble.
Zarlink (now part of Tyco) began its ZLynx product line with a CX4 interconnect, but quickly added QSFP as the module was standardized. Zarlink is unique in anticipating possible customer interest in dissimilar terminations by offering CX4-to-QSFP cables. Zarlink product developers say they will take the same attitude as CXP applications emerge. While most AOCs will use identical termination on both ends of the cable, the company will explore customer demand for hybrid connectors. Before it was acquired by Tyco, Zarlink was working on 40G implementations that were expected to be released this year. No announcements have been made as of yet, though. Tyco had its own QSFP AOC, namely the Paralight. It remains to be seen how Tyco will merge these product lines.
The first implementations of 40G Ethernet have indeed materialized as AOCs, but are expected to transition into actual optical modules as soon as transceiver manufacturers are ready with their products. What is nice for the end user is that if they want to implement 40G today, they can with AOCs and the same ports will then accept optical modules later if needed. InfiniBand AOC products are expected to stay as AOCs and not transition into optical modules, mainly because most of these connections are less than 30m so are easier to pull through pathways and spaces.
According to CIR, the market for AOCs is expected to be about $180 million (a rather small market for so many entrants) this year, most of which will be for data centers. However, by 2013, it is expected to grow to more than $1-billion – a steep climb and one that will need a lot of suppliers if it is actually going to happen.
Sunday, August 15, 2010
AOCs (Part 2)
Summary of a few more AOC Implementations:
Avago Technologies had a late entry into the AOC market with its 10GBASE-CX4 replacement and QSFP+ products. But they have a rich history in parallel optics so have quickly come up to speed their products. While they may have been somewhat late to market, Avago has an existing customer base to peddle its wares to.
Finisar’s products include Quadwire and Cwire AOCs to address early adoption of 40G and 100G. Quadwire is Finisar’s mainstream product, both in terms of its use of the VCSEL arrays the company produces in volume at its Texas fab, and in terms of its use of the popular QSFP form factor.
The high end of the Finisar product line is designed to exploit anticipated interest in 100G Ethernet and 12-channel QDR InfiniBand. Cwire offers an aggregate data rate of 150 Gbps and a CXP interface. Not only does this represent the direction of high-end enterprise cluster design, but it allows Finisar to utilize the most integrated VCSEL arrays it manufactures. The 12-channel array also represents the most cost-effective per-laser manufacturing option, allowing Finisar to take advantage of its expertise in designing large VCSEL-arrays. The benefit in high channel count can also be seen in power dissipation. While the single serial channel of Laserwire dissipates 500mW per end, the 12-channel Cwire dissipates less than 3W per end – half the power dissipation per channel.
MergeOptics (now part of FCI) was born of the old Infineon which was once a powerhouse in the optical transceiver markets—both telecom and datacom. It emerged in 2006 with its SFP and then SFP+ products and is now one of the first entrants for 40G and 100G AOCs. Unlike most of its competitors, it is focused on 10G and above products so can bring them to market rather quickly. Its technology is being leveraged for InfiniBand and Ethernet applications.
Stay tuned for the next post for just a little more on AOCs.
Avago Technologies had a late entry into the AOC market with its 10GBASE-CX4 replacement and QSFP+ products. But they have a rich history in parallel optics so have quickly come up to speed their products. While they may have been somewhat late to market, Avago has an existing customer base to peddle its wares to.
Finisar’s products include Quadwire and Cwire AOCs to address early adoption of 40G and 100G. Quadwire is Finisar’s mainstream product, both in terms of its use of the VCSEL arrays the company produces in volume at its Texas fab, and in terms of its use of the popular QSFP form factor.
The high end of the Finisar product line is designed to exploit anticipated interest in 100G Ethernet and 12-channel QDR InfiniBand. Cwire offers an aggregate data rate of 150 Gbps and a CXP interface. Not only does this represent the direction of high-end enterprise cluster design, but it allows Finisar to utilize the most integrated VCSEL arrays it manufactures. The 12-channel array also represents the most cost-effective per-laser manufacturing option, allowing Finisar to take advantage of its expertise in designing large VCSEL-arrays. The benefit in high channel count can also be seen in power dissipation. While the single serial channel of Laserwire dissipates 500mW per end, the 12-channel Cwire dissipates less than 3W per end – half the power dissipation per channel.
MergeOptics (now part of FCI) was born of the old Infineon which was once a powerhouse in the optical transceiver markets—both telecom and datacom. It emerged in 2006 with its SFP and then SFP+ products and is now one of the first entrants for 40G and 100G AOCs. Unlike most of its competitors, it is focused on 10G and above products so can bring them to market rather quickly. Its technology is being leveraged for InfiniBand and Ethernet applications.
Stay tuned for the next post for just a little more on AOCs.
Monday, July 12, 2010
Datacom Transceiver Vendors Transitioning into New Businesses
Have you noticed that it seems like all of the top datacom transceiver suppliers are transitioning their businesses? I’ve already talked about Avago’s new venture with its MicroPOD technology. They seemed to have supplanted Finisar as the technology leader in the space. Finisar has expanded its offerings into more telecom markets and JDSU is all but gone from the scene and focusing more on telecom again.
Finisar seems to be enjoying what may well be short-term success with its Laserwire offering. Since it is a non-standards based solution, it is difficult to believe it will become a mainstream one. While Finisar is offering other AOCs—C.wire (CXP-based) and Quadwire (QSFP-based), it does not seem to be participating in what seems to be a chip-to-chip optical interconnection revolution like Avago and Luxtera are (see previous posts for details) . Finisar used to be the technology leader in the optical transceiver space, it has veered off-course from that strength in preference for market diversification instead—now covering telecom and HPC standards-based solutions as an alternative. But perhaps this is the right move for Finisar, since it has not seemed to hurt its revenue position at all.
JDSU seems to be absent from the short-reach module market. It appears that the optical components giant has taken the technology that was developed at IBM, E2O and Picolight and thrown it away. Picolight was once a leader in parallel optics and, along with E2O, long-wavelength VCSELs. IBM pioneered v-groove technology and the oxide layer that enabled the next leap in speed and improved reliability for 850nm VCSELs. All of these technologies look like they are destined to die a slow, painful death after being acquired by JDSU. The company’s attention is clearly focused on its tunable technology and telecom applications, which is where, of course, it started. JDSU has never had a good reputation for assimilating acquisitions, so none of this should be a surprise. I was optimistic when JDSU bought these companies thinking that now these emerging technologies would be supported by a larger pocketbook. What was the reasoning for JDSU deemphasizing the technologies it acquired? Was it trying to get rid of short-reach competition in hopes that all optical networking would move towards long-wavelength devices? This would have been naïve; the likes of Finisar, Avago, MergeOptics and others would still be supporting 850nm optics and there remains a healthy market for them in enterprise networks and data centers—albeit a very competitive one.
According to JDSU, it is focusing on the LH and ULH versions of 40G and 100G first because it does not see the value in the CXP module for short-reach applications. For short-reach, it is focusing on QSFP+ modules, but development of these will take longer. The company claims it is not de-emphasizing its 850nm technology, but just focusing elsewhere first. I’m not so sure. Rumor has it, and I tend to believe that JDSU is looking for buyers for its short-wavelength business.
Finisar seems to be enjoying what may well be short-term success with its Laserwire offering. Since it is a non-standards based solution, it is difficult to believe it will become a mainstream one. While Finisar is offering other AOCs—C.wire (CXP-based) and Quadwire (QSFP-based), it does not seem to be participating in what seems to be a chip-to-chip optical interconnection revolution like Avago and Luxtera are (see previous posts for details) . Finisar used to be the technology leader in the optical transceiver space, it has veered off-course from that strength in preference for market diversification instead—now covering telecom and HPC standards-based solutions as an alternative. But perhaps this is the right move for Finisar, since it has not seemed to hurt its revenue position at all.
JDSU seems to be absent from the short-reach module market. It appears that the optical components giant has taken the technology that was developed at IBM, E2O and Picolight and thrown it away. Picolight was once a leader in parallel optics and, along with E2O, long-wavelength VCSELs. IBM pioneered v-groove technology and the oxide layer that enabled the next leap in speed and improved reliability for 850nm VCSELs. All of these technologies look like they are destined to die a slow, painful death after being acquired by JDSU. The company’s attention is clearly focused on its tunable technology and telecom applications, which is where, of course, it started. JDSU has never had a good reputation for assimilating acquisitions, so none of this should be a surprise. I was optimistic when JDSU bought these companies thinking that now these emerging technologies would be supported by a larger pocketbook. What was the reasoning for JDSU deemphasizing the technologies it acquired? Was it trying to get rid of short-reach competition in hopes that all optical networking would move towards long-wavelength devices? This would have been naïve; the likes of Finisar, Avago, MergeOptics and others would still be supporting 850nm optics and there remains a healthy market for them in enterprise networks and data centers—albeit a very competitive one.
According to JDSU, it is focusing on the LH and ULH versions of 40G and 100G first because it does not see the value in the CXP module for short-reach applications. For short-reach, it is focusing on QSFP+ modules, but development of these will take longer. The company claims it is not de-emphasizing its 850nm technology, but just focusing elsewhere first. I’m not so sure. Rumor has it, and I tend to believe that JDSU is looking for buyers for its short-wavelength business.
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