Wednesday, July 13, 2022

Paper: Design considerations in a CPO or On-Board Optics switch

This 47-page white paper from the Consortium for On-board Optics (COBO) describes configuration options for switch components utilizing on-board optics or co-packaged optics. The paper, which represents the work of 56 companies over 2 years review design options available to accommodate compact MDIs and external laser sources, considering their impact on optical signal, thermal, and safety criteria.  

Download here (no registration required)

Juniper delivers AI-driven enterprise access switch

Juniper Networks introduced its EX4100 series enterprise-grade wired access switches powered by its Mist AI.

The new EX4100, which is the latest addition to the Juniper’s EX Switching portfolio, is optimized for simplicity and scale with native cloud-based operations for all enterprise access layer switching environments, including campus fabric architectures.

Mist AI expedites deployment times with zero touch provisioning and automated workflows, and it delivers rapid troubleshooting with full stack event correlation, proactive anomaly detection and self-driving network actions. The EX4100 also enables IT teams to seamlessly design an EVPN-VXLAN network fabric that extends to distribution and access layers, coupled with important security capabilities such as MACsec AES256 and standards-based microsegmentation using group-based policies (GBP) for growing needs of IOT devices. In addition, specific versions of the EX4100 support Power over Ethernet++ (802.3bt), making the switch a perfect fit for customers looking to transition to Wi-Fi 6E technology.

In addition, Juniper has expanded its Wired Assurance, Wireless Assurance and Marvis cloud services with more AI-driven insights to maximize end user experiences and minimize wireless management costs, including new automated AP placement/orientation verification and new prescriptive actions to address common Microsoft client, DHCP and wired authentication issues.

“Juniper has become a leader in wired and wireless access thanks to our innovative cloud-native, AI-driven and session smart platforms, which save time and money and maximize user experiences by proactively solving real-world problems,” said Sudheer Matta, Group Vice President, Product Management, AI-driven Enterprise at Juniper. “These latest enhancements to our AI-driven Enterprise portfolio expand our value proposition to even more campus and branch environments while also doubling down on Juniper’s unique AI-driven advantages across the entire network lifecycle, from installation and configuration to operations and troubleshooting.”

Ericsson's Q2 sales rise 5% driven by networks in North America, Europe

Ericsson reported Q2 2022 revenue of SEK 62.5 billion (US$5.9 billion), up 5% YoY driven primarily by Networks in North America and Europe. Reported gross income increased to SEK 26.3 (23.9) b. driven by higher sales. Gross margin was 42.1% (43.4%). Reported net income was SEK 4.7 (3.9) billion.

  • Networks sales grew organically by 6% in Q2 underpinned by market share gains. Gross margin was 45.1% (47.9%), impacted by lower IPR revenues, increased component and logistics costs, and proactive investments in supply chain resilience, which enabled continued delivery performance in the quarter. We continue to invest in enhancing and expanding our offerings, and we increased R&D in the quarter primarily for Cloud RAN and acceleration of the next-generation Ericsson Silicon (ASICs).
  • Digital Services sales grew organically by 2% YoY with strong growth in cloud native 5G Core, and an EBIT of SEK -1.3 (-1.6) b. The accelerated 5G Core projects with initial deployment costs partly offset the margin improvement from increased software sales.
  • Managed Services sales were flat YoY with an EBIT margin of 11.2% (8.1%). With a 4Q rolling EBIT margin of 9.5%, we achieved our 2022 target two quarters ahead of plan.

Some of the comments posted by Börje Ekholm, President and CEO of Ericsson:

Strong business momentum continued during the second quarter. Rollout of 5G networks and market share gains resulted in a 5% organic sales growth in the quarter. We have adjusted our group structure to strengthen execution of our strategy to be a leading mobile infrastructure provider and to establish a focused enterprise business. Consumers, enterprises, and society will be digitalized through 5G in a way we have not seen before. With our strategy, we are in a position to capture these opportunities to enable further growth.

The global supply chain situation remains challenging and inflationary pressures are strong. Combined, this results in cost increases which we work hard to mitigate as far as possible. As contracts expire, we aim to adjust pricing. However, we believe the best way to compensate for cost increases is the continued investment in technology to increase the cadence of bringing new innovative solutions to the market.

Fulfilling customer commitments under current challenging conditions, comes at a cost which dilutes gross margin. The increased costs have been largely absorbed through our investments in innovation and continuous improvements. Increased sales resulted in a gross income improvement in absolute terms of SEK 2.4 b. compared with Q2 last year, despite lower IPR revenues of SEK 0.9 b. YoY. 

While 5G is the fastest scaling mobile technology, global penetration is still in an early phase. We foresee that the global 5G build-out will be larger and continue for longer than previous mobile generations. The build-out will include evolving consumer use cases, such as Fixed Wireless Access, mobile gaming and XR applications, in addition to new areas, such as enterprise and first responders.

Our strategy targets a higher growth trajectory as we aim to grow our core mobile infrastructure business and capitalize on the fast-growing enterprise market. With 5G, the world is experiencing the largest innovation platform to date, where anything that can go wireless, will go wireless.

DT to sell 51% stake in towers business to Digital Bridge and Brookfield

Deutsche Telekom will sell 51 percent of GD Towers comprising its tower assets in Germany and Austria, to Digital Bridge and Brookfield at 17.5 billion euros enterprise value on a cash and debt free basis. 

With around 800 employees, GD Towers operates more than 40,000 sites in Germany and Austria and has a successful track record in delivering new sites for its anchor tenant Telekom Deutschland and securing revenues with third party customers. The Company generated 1.1 billion euros of pro forma revenues in 2021. Pro forma adjusted EBITDA AL 2021 amounted to 640 million euros.

Both Digital Bridge and Brookfield have substantial exposure to the European towers sector. In joining forces with Deutsche Telekom, the partners will provide both expertise and long-dated capital to further refine and evolve the GD Towers strategic plans and ambitions for enhanced value creation in both the core towers business and in fast-growing adjacent segments as well as through M&A. The transaction structure enables GD Towers to pursue these value-accretive investments with a capital structure appropriate for an infrastructure business, which otherwise would be subject to the constraints of the Deutsche Telekom balance sheet.

“Deutsche Telekom once again delivers on its strategic agenda. We crystalize the value of our tower assets, thereby creating value for our shareholders,” said Tim Höttges, CEO of Deutsche Telekom. “At the same time the deal allows us to continue improving Deutsche Telekom’s undisputed network leadership in Germany and benefit from further value upside of the towers business through our retained 49 percent stake.”

“The partnership being formed today is about building the next generation digital infrastructure champion of Europe,” said Marc Ganzi, CEO of DigitalBridge. “The combination of Deutsche Telekom’s leading mobile network and market position, alongside one of the largest real asset managers in the world in Brookfield, combined with the digital infrastructure domain expertise of DigitalBridge, creates a team of unmatched capabilities to support GD Towers as it grows to meet the evolving network demands of enterprises and consumers across Europe.”

“We’re delighted to be partnering with Deutsche Telekom and DigitalBridge to expand our presence in the European telecom infrastructure sector,” said Sam Pollock, Managing Partner at Brookfield and CEO Infrastructure. “This represents a great opportunity to invest in a highly attractive tower portfolio, with highly contracted cash flows and strong upside potential. Brookfield is already a leading global infrastructure investor, with approximately 200,000 telecom tower and rooftop sites under management globally. We hope to bring that experience and expertise to this new partnership, for the benefit of our customers in Germany, Austria and beyond.”

DT and Tele2 to sell T-Mobile Netherlands for EUR 5.1 billion

Deutsche Telekom and Tele2 AB will sell T-Mobile Netherlands to private equity funds advised by Apax Partners and Warburg Pincus for 5.1 billion euros. The deal follows DT's 0.7 billion euros divesture of its Dutch mobile tower business earlier this year.T-Mobile NL is the leading mobile operator in the Netherlands with a market share of 42% in 2020 based on number of mobile SIMs. T-Mobile NL successfully entered the fixed market with the acquisition...

DigitalBridge to acquire Switch for $11 billion for its data centers

DigitalBridge Group agreed to acquire Switch, a leading colocation data center operator, for $34.25 per share in an all-cash transaction valued at approximately $11 billion, including the assumption of debt.Switch, which was founded in 2000, operates SuperNAP data center campuses in Las Vegas, Reno, and Grand Rapids, Michigan. The company touts its high-resiliecy and high-security designs for mission critical workloads in its "Class 5" data centers....

Dell'Oro: RAN expected to surpass $40B by 2026,

The radio access network (RAN) market remains on track for a fifth consecutive year of growth in 2022 and global revenues are projected to stay above $40 billion by 2026, according to a recent report from Dell'Oro Group.

 “Even with the unusual uncertainty surrounding the economy, the war in Ukraine, the supply chains, and China’s zero-Covid-19 policy, the baseline scenario assumes that risks have changed but the underlying fundamentals remain healthy,” said Stefan Pongratz, Vice President and analyst with the Dell’Oro Group. “Consequently, the more optimistic and pessimistic projections have been modified, but we have not made any major adjustments to the baseline scenario with global RAN expanding further over the near term before decelerating in the outer part of the forecast period, resulting in a flat CAGR in nominal USD terms between 2021 and 2026,” continued Pongratz.  

Additional highlights from the Mobile RAN 5-Year July 2022 Forecast Report:

  • Cumulative 2022-2026 RAN Revenue projections have been adjusted upward, partly due to revised 5G projections in China and North America.
  • RAN excluding China is projected to increase while the Chinese RAN market is expected to peak in 2022 before decelerating in the outer part of the forecast period.
  • RAN investments in the North America region are also expected to peak in 2022 and give up some gains in the outer part of the forecast period.
  • Slower mmWave growth in 2021 is not materially impacting the forecast – mmWave is still projected to account for 2 percent to 4 percent of the 2022-2026 RAN market.
  • Global Massive MIMO growth prospects are projected to slow somewhat, reflecting challenging comparisons in some of the advanced Massive MIMO markets.
  • Small cell RAN revenues are projected to grow at a 6 percent CAGR, underpinned by healthy 5G growth.

Brazil’s Mob Telecom deploys 800G with Ciena

Mob Telecom (Mob), part of Mobwire hub which provides internet and broadband in Brazil and is owned by Alloha Fibra group, has deployed Ciena’s Waveserver 5 platform, powered by WaveLogic 5 Extreme coherent optics. 

This network enhancement delivers high-bandwidth connectivity, scaling up to 800 Gbps per channel, across several data centers and four cable landing stations in Fortaleza, Brazil. The provider is also utilizing Ciena’s 6500 photonic line system leveraging L0 control plane with photonic restoration to significantly improve network resiliency, increase service availability and offer a variety of differentiated services. Additionally, Ciena’s Manage, Control and Plan (MCP) domain controller provides real-time visibility and intelligent network control of the company’s network to simplify lifecycle operations and accelerate service deployment.

“Mob Telecom and Wirelink are taking strategic steps to bring scalable, high-capacity bandwidth to Brazil, meeting the digital needs of its customers,” said Fernando Capella, Country Manager, Ciena Brazil. “With Ciena’s technology, this innovative provider is creating a more adaptive network that can adjust to meet surging customer demands for bandwidth-hungry services like 5G and cloud-based applications.”

Telstra appoints Mundt as VP Enterprise and Tech for the Americas

Telstra has named Steve Mundt as Vice President of Enterprise and Technology for the Americas, responsible for direct sales and new business development across the region.

Mundt most recently was Global Account Director for Media and Technology at Telstra. Prior to joining Telstra in 2017, he held sales and business development roles at global technology and telecommunications companies supporting enterprise, cloud and hybrid infrastructure initiatives.

Mundt takes on his new role during a time when Telstra is investing heavily to grow its network infrastructure and expand its connectivity solutions portfolio in the Americas and in key regions worldwide.

“This is an exciting time to be in the telecommunications industry,” said Mundt. “Demand for global network services remains high across enterprise and technology market verticals. Helping organizations scale and adapt the right solution for their unique needs is a challenge we continue to tackle, and Telstra is well-positioned to remain a major player in this space.”

Telstra appoints Noah Drake as President for the Americas

Telstra has named Noah Drake as President for the Americas, responsible for leading the company’s future direction within the region. Drake will oversee all sales and business operations, playing a key role in further expanding Telstra’s portfolio of technology solutions and continuing to accelerate strategic partnerships. Most recently, Drake led Telstra’s Customer Solutions and Architecture group, directing a specialized team of professionals...

Samsung launches 24Gbps GDDR6 DRAM

Samsung Electronics has begun sampling the industry’s first 16-gigabit (Gb) Graphics Double Data Rate 6 (GDDR6) DRAM featuring 24 Gbps processing speeds. 

Built on Samsung’s third-generation 10-nanometer-class process using extreme ultraviolet (EUV) technology, the new memory is designed to significantly advance the graphics performance for next-generation graphics cards (Video Graphics Arrays), laptops and game consoles, as well as artificial intelligence-based applications and high-performance computing (HPC) systems.

Samsung claims its 24Gbps GDDR6 will deliver 30% faster speeds compared to the previous 18 Gbps product. When integrated into a premium graphics card, the GDDR6 DRAM can transfer up to 1.1-TB of data, or about 275 Full HD movies, in just one second.

"The explosion of data now being driven by AI and the metaverse is pushing the need for greater graphics capabilities that can process massive data sets simultaneously, at extremely high speeds," said Daniel Lee, executive vice president of the Memory Product Planning Team at Samsung Electronics. "With our industry-first 24Gbps GDDR6 now sampling, we look forward to validating the graphics DRAM on next-generation GPU platforms to bring it to market in time to meet an onslaught of new demand."

AT&T to provide fiber Internet to 750 McDonald’s USA locations

AT&T has been awarded a contract to provide its AT&T Business Fiber to more than 750 McDonald’s restaurants across the U.S. The symmetrical high-speed connectivity of the AT&T fiber network will provide these restaurants with the ability to elevate the customer experience.

“In 5 years, the restaurant experience could be very different than what it is today. High-speed internet is a critical engine for growth and expansion, creativity and innovation, and a reimagined consumer experience in the industry. We’re thrilled to work together with McDonald’s to help shape the future of restaurants.” – Michael Colaneri, Vice President, Retail Enterprise Solutions.