Monday, April 10, 2023

Crehan: Doubling of data center Ethernet switch bandwidth every 2 years continued in '22

The closing of calendar-year 2022 marked yet another period in which customer deployments of data center Ethernet switch networking bandwidth continued its consistent – and remarkable – trend of doubling every two years, according to a recent report from Crehan Research Inc. 

As a result of this consistent biennial growth, the Ethernet networking bandwidth deployed by data center switch customers is now over 350 times bigger than it was in 2008. Furthermore, in conjunction with this exponential data center networking bandwidth growth, the price of that bandwidth has declined 100-fold.

“On one side, we have this constant need for higher networking bandwidth – with the latest new driver being AI – which is incremental to video, storage, mobile, big data, cloud etc., while on the other side, that demand is fulfilled by all the advancements in the switch silicon, processors and software,” said Seamus Crehan, president of Crehan Research. 

“And on top of that, the vendors in the data center Ethernet switch ecosystem have consistently brought increased value to customers by dependably delivering more bandwidth at much lower prices.”

Crehan’s report also shows that annual 2022 data center Ethernet switch market shipments and revenue growth was in the teens, resulting in new record-highs for both.

Banias Labs advances its optical DSL with Synopsys 112G PHY IP

Banias Labs achieved first-pass silicon success for its optical DSP SoC using Synopsys 112G Ethernet PHY IP and EDA Design Suite. 

Synopsys provided Banias Labs with a comprehensive IP solution that included a routing feasibility study, packaging substrate guidelines, signal and power integrity models, and thorough crosstalk analysis. In addition, Banias leveraged Synopsys' EDA Design Suite to deliver high quality of results with optimized power, performance, area and yield.

"Today's high-performance computing infrastructure requires trusted and complete solutions for high-end design," said Amnon Rom, CEO at Banias Labs. "Using Synopsys EDA Design Suite to integrate Synopsys Ethernet PHY IP with custom features and capabilities into our chip offered the solutions we needed to boost system performance and accelerate our time-to-market."

"Implementing ultra-high-speed Ethernet designs comes with significant power, area, packaging, and signal integrity challenges," said John Koeter, senior vice president of marketing and strategy for IP at Synopsys. "Synopsys provides companies like Banias Labs with high-performance, low-latency solutions that enable hyperscale data center, networking, AI, optical module and Ethernet switch SoCs for emerging high-performance computing designs."

The Synopsys 112G Ethernet PHY IP is available in multiple advanced process technologies to 3nm.

Alphawave IP acquires Banias Labs, an optical DSP developer

Alphawave IP has acquired Banias Labs, an Israel-based optical Digital Signal Processing ("DSP") chip developer for data centers for approximately US$240 million. Alphawave IP said the acquisition strengthens Alphawave's roadmap of optical DSP silicon products for data centers.Alongside the acquisition of Banias Labs, Alphawave has negotiated a non-binding, multi-year purchasing framework with a leading North American hyperscaler that proposes...

China Mobile tries Ericsson's RAN power optimization

China Mobile has achieved a power savings of 32% on 5G base stations at 23 sites in a central and southern city in Jiangxi province after Ericsson's base station deep power saving function was turned on.

Ericsson reports that there no impact on KPI performance for the base stations,and that the BBU board temperature dropped by about 5 degrees centigrade. The gains were achieved via Ericsson's baseband ASIC.

China Mobile's 5G network supporting 5G NR mid-band and low-band have reached 2.34 million base stations.

ADTRAN trims Q1 outlook citing CPE customer inventory corrections

Citing customer inventory corrections which impacted its Subscriber Solutions product line, ADTRAN announced that its preliminary revenue for Q1 is now expected to be between $322 million and $326 million as compared to prior guidance of $355 million to $375 million. 

ADTRAN also said supply constraints prevented the company from meeting customer demand across all categories. The resulting preliminary GAAP operating margin is expected to be between -14% and -17%. Preliminary non-GAAP operating margin is expected to be between -1% and -2.5%.

ADTRAN’s Chief Executive Officer, Tom Stanton, stated, “Growing customer concerns over inventory stocking levels affected our first quarter Subscriber Solutions category. We believe that this over-supply condition in CPE products will continue into the second quarter. Revenue for our Access and Optical Networking products grew sequentially. Supply constraints, however, limited our flexibility to clear past-due backlog across all product categories. We believe that the inventory impact is transitory, and we expect to see some improvement during the second quarter. We plan to adjust expenses in the near term to reflect current conditions, however we do not see any material changes to our near-term opportunities and our long-term growth catalysts as carriers around the world race to upgrade their networks to fiber.”

Gigstreem raises $59M for residential and commercial broadband

Gigstreem, a start-up based in Tyson Corners, Virginia, announed $59 million in funding for its residential and commercial broadband networks.

Since its launch in 2017, Gigstreem has served as a premier internet service provider (ISP) for apartment buildings, residential communities, businesses and events.

The $59 million was raised in two separate transactions in Q1’23, with all proceeds coming from Gigstreem’s existing investor base. The first transaction, which raised $19 million for Gigstreem, was led by Crestline Investors, and included participation from real estate technology venture capital firm RET Ventures and multifamily industry leaders Essex Property Trust and UDR, Inc. (“UDR”); capital from this raise will help Gigstreem more rapidly scale its growth and deploy internet services to markets across the country. Crestline led an additional $40 million raise in March 2023 to provide Gigstreem with the strategic capital to pursue acquisition opportunities.

A significant portion of the capital raised in the second round was used to complete the acquisition of a majority of assets from GigaMonster Networks, an Atlanta-based residential and commercial internet provider. 

With over 100 new properties onboarded through the strategic acquisition, Gigstreem now services a total of 52,000 apartment units spanning 28 markets nationwide, and the platform plans to launch operations in some 40,000 additional apartments in 2023

"Over the past few years, the limitations of traditional ISPs have become apparent, and this funding and strategic acquisition position us to continue scaling our superior service,” said Andrew Kusminsky, CEO of Gigstreem. “For years GigaMonster has been a formidable force in the industry boasting a phenomenal base of owner relationships, and we are thrilled to capitalize on this opportunity to acquire many of their marquee assets across the country. Our goal is to become the leading provider of ubiquitous, community-wide Wi-Fi in the United States, and this transaction brings us another step closer to achieving that goal."

DOCOMO grants essential patent license to Samsung

NTT DOCOMO has granted a patent license covering DOCOMO's standard essential patents, including 5G, to Samsung Electronics Co.

As part of the agreement, Samsung is to pay licensing fees to DOCOMO.

DOCOMO has been actively involved in the research and development of mobile network related technologies such as W-CDMA, LTE, LTE-Advanced, 5G and 6G, and new service-related technologies, to realize its ultimate goal of enhancing mobile experiences for customers. DOCOMO has also been applying for patents on these technologies, resulting in its ownership of some 10,000 standard essential patents for mobile communications*2. In turn, DOCOMO has licensed its cellular wireless standard essential patents to more than 80 companies, including those in patent pools as well as through bilateral agreements.

Taiwan's Far EasTone implements 5G slicing for live broadcast of marathon

Far EasTone Telecommunications (FET) and TVBS, a Taiwanese television and multimedia company, implemented 5G network slicing to ensure a great viewing experience during the 21st New Taipei City Wan Jin Shi Marathon (WJS Marathon), which was held on 19 March 2023 in Taiwan. 

Ericsson played an important role in the live broadcast of the race.

With the ability to isolate traffic through a slice that is configured to meet broadcasters’ specific needs in throughput, latency and security, Ericsson’s network slicing technology allowed FET to provide quick and flexible allocation of its bandwidth to the event location.

In addition, FET improved network capacity by optimizing the existing base stations and adding Cell On Wheels (COW) on site to ensure every part of the competition was fully captured. Cell On Wheels are mobile cells that can be added in strategic locations (i.e. remote places where cellular connectivity is not usually as needed) to ensure a good end-user mobile experience.

Sibel Bahadir, Vice President and Head of the FET account of Ericsson Taiwan, says: “We are proud to be a pioneer in creating another use case in network slicing in collaboration with FET. The live broadcast enabled by network slicing offered superior viewing experience no matter where you are. I believe this would open an array of opportunities for many more applications requiring superb mobile experiences and a customized network setup.”

Zain picks Nokia for 5G across Jordan

Zain Jordan awarded a multi-year deal to Nokia to supply 5G Radio Access Network (RAN) equipment throughout Jordan.  A major part of the deployment is expected to be completed during 2023.

Under the deal, which totals over 3,000 sites nationwide, Nokia will provide the latest generation of its AirScale Baseband, Massive MIMO radios, and Remote Radio Head products. These are all powered by its energy-efficient ReefShark System on Chip (SoC) technology and combine to provide superior coverage and capacity. In parallel to deploying 5G, Nokia will also modernize Zain’s existing 4G infrastructure.

Nokia has a long-standing partnership with Zain across several territories, including the Kingdom of Saudi Arabia.

Tommi Uitto, President of Mobile Networks at Nokia, said: “We are delighted to be partnering with Zain Jordan on this project to modernize their complete Radio Access Network and introduce 5G technology, and by doing so support the Jordanian Government’s digital transformation objectives. The deployment of 5G is expected to stimulate the incubation and growth of new technologies and industries.”

IOWN Global Forum set for 25-27 April 2023

The Innovative Optical and Wireless Network Global Forum will host its third annual member meeting in Osaka, Japan, from 25-27 April, 2023, at the Hyatt Regency Osaka.

Keynotes will include:

  • “IOWN and LINUX for the Environment Sustainability” by Chris Wright, Senior Vice President and Chief Technology Officer, Red Hat, Inc.
  • “Digital Life Enhanced by Rich Compute and Connectivity” by Caroline Chan, Vice President and General Manager of Network Business Incubator Division of Network and Edge Group, Intel Corporation

The event is open to any members of the media, in Osaka or online, looking to learn more about the Forum’s advancements in the photonics industry to deliver the next-generation communications infrastructure. Examples of its recent advancements include its recent Vision 2030 White Paper 2.0., as well as publishing multiple reports, use cases and reference documents on topics such as Artificial Intelligence (AI), digital twin and the Metaverse.