Tuesday, August 20, 2019

Cignal AI: Optical hardware spending on the rise

Optical hardware spending grew in every region and for every business segment during 2Q19, according to the most recent Optical Hardware Report from research firm Cignal AI. Huawei retained top market share worldwide and held steady despite a slowdown in China and increasing competitive and political pressures.

“Huawei managed to retain market share in what is typically its strongest quarter of the year,” said Scott Wilkinson, Lead Analyst at Cignal AI. “Despite the export ban of many optical components and the reports of competitive wins against Huawei in EMEA and APAC, Huawei market share remained steady.”

Additional Key Findings in Cignal AI's 2Q19 Optical Hardware Report:

  • WDM Long Haul Spending Up – Long haul spending recovered in every region except Japan, as compact modular equipment and new high-speed coherent optics impact investments.
  • WDM Metro Declines in North America But Grows in All Other Regions – Factors contributing to the NA decline are the lower price per bit of new high-speed optics and competing priorities like the 5G rollout.
  • SONET/SDH Hangs On – Growth in APAC and EMEA offset SONET/SDH’s ongoing decline in NA. This growth comes from expansions and upgrades to existing networks; there are no new builds.
  • China’s Growth Slows — Growth in China appears dramatic due to the ZTE shutdown and the absence of revenue a year ago. Excluding ZTE’s results, growth slowed.
  • Coherent Optic Shipments Tracking to Reach Nearly 1 Million 100G Equivalent Ports in 2019 – This represents a 40% increase in bandwidth over 2018.
  • Regional trends - This quarter marked a turnaround for CALA, reversing multiple quarters of decline with a YoY surge of 30%. EMEA also grew with expansion across all product segments. Overall growth in North America was minor and would have been negative again if not for an enormous SLTE revenue increase this quarter. Finally, the rapid expansion in Japan for the past few quarters settled down to a more moderate pace with Ciena, NEC, and Huawei as the prime beneficiaries.

Cignal AI also offers an interactive Optical Hardware Market Share Tracker to clients of the Optical Hardware Report and provides quarterly up-to-date market data for real-time visibility on individual vendors’ results as they are released.


Deutsche Telekom to launch console-free gaming service

Deutsche Telekom is preparing to launch a cloud gaming service that does away with consoles.

The recently announced MagentaGaming, which is now entering public beta testing, is a cloud gaming service that relies on streaming.

Compared with upcoming cloud gaming services from Google, Microsoft or Sony, Deutsche Telekom says it is on the right track for two reasons: the power of its network and its pioneering role in edge services. The carrier says it can already keep latency under 50 milliseconds. MagentaGaming will also be available on T-Mobile's LTE and 5G network.

Deutsche Telekom notes that its ongoing partnership with the eSports team SK Gaming for over a year. It is also collaborating with Niantic, the makers of Pokémon GO.


Combining Standardized SD-WAN with Automated Underlay Services

MEF Annual Meeting – July/Aug 2019, Nan Chen, President, MEF, shares his enthusiasm for MEF's publication of the industry's first SD-WAN standard that will help accelerate SD-WAN market growth and facilitate creation of powerful new hybrid networking solutions that are optimized for digital transformation.

SD-WAN service standardization has been conducted within the context of the MEF 3.0 Global Services Framework. It is part of a transformational initiative to define, deliver, and certify a family of dynamic Carrier Ethernet (CE), Optical Transport, IP, SD-WAN, and security services orchestrated across automated networks using LSO (Lifecycle Service Orchestration) APIs.

Combining standardized SD-WAN services with dynamic high-speed underlay connectivity services will enable service providers to offer MEF 3.0 hybrid networking solutions with unprecedented user- and application-directed control over network resources and service capabilities.

“One of the things that MEF is doing with the service definition is we are unifying all the services together in terms of common terminology and common service attributes - therefore providing a common platform for SD-WAN to be delivered across multiple underlay platforms. And also, the other thing we have done in terms of the underlay networks is we defined automation for Carrier Ethernet, IP, Optical. That’s played a critical role in terms of a new generation of SD-WAN services. Previously, there was a misnomer that you could use broadband or Internet to completely bypass the underlay, but people started to realize that this is really important to have underlay technology interact with an intelligent service in terms of what SD-WAN can deliver."

Download SD-WAN Standard
MEF’s SD-WAN Service Attributes and Services (MEF 70) standard describes requirements for an application-aware, over-the-top WAN connectivity service that uses policies to determine how application flows are directed over multiple underlay networks irrespective of the underlay technologies or service providers who deliver them. Download here: https://click.icptrack.com/icp/relay....

Explore SD-WAN at MEF19
To explore the latest on SD-WAN innovations and engage with industry-leading service and technology experts such as Nan Chen, attend MEF19 (http://www.MEF19.com), held 18-22 November 2019 in Los Angeles, California.

3 Reasons to Attend MEF19, 18-22 Nov

MEF19 (http://www.MEF19.com) will be held 18-22 November 2019 at the JW Marriott LA LIVE in Los Angeles, California.

Kevin Vachon, Chief Operating Officer, MEF, invites professionals from across the communications industry to attend MEF19 - the premier global networking event where transformation leaders converge and innovate.

Event Focus
MEF19 focuses on accelerating the industry transition to dynamic, assured, and certified services across a global federation of automated networks. Emerging cloud-centric “MEF 3.0” services provide an on-demand experience with user- and application-directed control over network resources and service capabilities. These services are orchestrated across automated, virtualized, and interconnected networks powered by LSO, SDN, and NFV.

Attendee Benefits
MEF19 uniquely empowers attendees with (1) high-quality content (2) extraordinary peer-to-peer networking opportunities, (3) live demonstrations of cutting-edge services and technologies, and (4) valuable insight required to successfully navigate through industry transformation. Attendees consistently have rated MEF’s global events among the best in the industry.

Register Now!
Register here https://mef19.com/index.php/registration to experience MEF19. Qualified press, industry analysts, enterprise, and government end-users attend for free. The event is open for both MEF members and non-members.

DOCOMO resumes sales of Huawei's flagship P30

NTT DOCOMO resumed accepting reservations for the HUAWEI P30 Pro smartphone.

The device is expected to be released in Japan in September. The Japanese mobile operator had earlier suspended planned sales of the flagship Huawei device.

SCMP: Huawei's founder expects no relief from US export curbs

Huawei founder Ren Zhengfei does not expect relief from US export curbs because of the political climate in Washington, according to an interview published on Wednesday by the South China Morning Post.

Moreover, Ren does not want relief if it means that China must make concessions in the trade war. Ren expressed confidence that Huawei will thrive by developing its own technology ratner that relying on U.S. vendors.


Juniper raises $500m to refinance pending notes

Juniper Networks announced the priced of $500 million of 3.750% Senior Notes due 2029. The 2029 Notes were issued at 99.951% of par value, bear interest at an annual rate of 3.750% and will mature on August 15, 2029.

Juniper estimates that the net proceeds of the sale of the 2029 Notes, after deducting the underwriter discount and estimated offering expenses, will be approximately $495.3 million.

The company intends to to use the net proceeds from the offering of the 2029 Notes, together with cash on hand, to purchase all of its outstanding 3.300% Senior Notes due 2020 and 4.600% Senior Notes due 2021.