Wednesday, August 16, 2023

Marvell samples first 5nm Multi-Gigabit PHY Platform

Marvell unveiled its next-generation, 5nm multi-gigabit copper Ethernet PHY platform capable of delivering up to 10 Gbps of bandwidth for Wi-Fi 7 while reducing PHY power by 50% compared to previous generations.

Marvell said its 5nm multi-gig PHY platform is based around optimized circuit designs, custom digital logic, enhanced DSP algorithms. The platform will serve as the building block for additional standalone PHYs, integrated SoCs, and custom ASICs optimized for specific markets and applications.

The Alaska M 3610 Ethernet PHY, the first chip based on the new platform, is a single port multi-gigabit PHY to enable the multi-gigabit backhaul links for improving Wi-Fi performance. Wi-Fi 7 will provide over four times the maximum aggregate data rate of Wi-Fi 6 and 6E and nearly seven times the rate of Wi-Fi 5, a leap in performance. Wi-Fi 7 will require multiple backhaul links with PHYs operating at speeds up to 10 Gbps.

The Alaska M 3610 also includes IEEE 802.1AE 256-bit hardware-based link-layer Media Access Control (MACsec) for flexible encryption deployment while eliminating the cost and power burden of including this functionality in an access point’s system-on-chip. 

“Our first to market new 5nm multi-gigabit copper PHY platform delivers a leap in performance and capabilities over those found on the market today,” said Venu Balasubramonian, vice president of product marketing, High Speed Connectivity and PHY Business Unit at Marvell. “PHY innovation is absolutely essential for meeting the bandwidth demands of AI, AR, remote work and other high-bandwidth applications. Marvell has made a strong commitment to PHY development and to maintaining a leadership position in this technology area to deliver solutions that address the emerging needs of our customers.”

Cisco posts revenue of $15.2 billion, up 16% yoy

Citing solid demand with over 30% total sequential product order growth with double-digit increases across all customer markets, Cisco reported revenue of $15.2 billion, net income on a generally accepted accounting principles (GAAP) basis of $4.0 billion or $0.97 per share, and non-GAAP net income of $4.7 billion or $1.14 per share, for its fourth quarter, ended 29-July-2023.

For the full FY 2023, Cisco's total revenue was $57.0 billion, an increase of 11%.

"This past year was a milestone year for Cisco with record performance in both the full year and Q4," said Chuck Robbins, chair and CEO of Cisco. "We are seeing solid customer demand, gaining market share, and innovating in key areas like AI, security, and cloud. This momentum gives us confidence in our ability to capture the many opportunities ahead."

"We delivered double-digit growth in revenue and EPS, generating strong operating leverage in Q4," said Scott Herren, CFO of Cisco. "Our business model transformation drove double-digit growth in software revenue, product ARR and total RPO, leading to greater visibility and predictability. We are committed to expanding operating leverage and increasing shareholder returns over the long term."

Some highlights:
  • Product revenue up 20% and service revenue up 4%. 
  • Revenue by geographic segment was: Americas up 21%, EMEA up 10%, and APJC up 7%. Product revenue performance was led by growth in Secure, Agile Networks up 33%, Optimized Application Experiences up 15%, and Internet for the Future up 3%. 
  • Collaboration was down 12%. 
  • End-to-End Security was flat

Nokia turns to Fabrinet to manufacture optical modules in California

Nokia is partnering with Fabrinet, a global manufacturer of highly precise optical products, to produce multi-rate optical modules at Fabrinet’s state-of-the-art facility in Santa Clara, California. Production, which will start in 2024, will support solutions offered under the Broadband Equity, Access and Deployment (BEAD) program. 

The announcement builds on Nokia’s previous decision to produce fiber-optic broadband network electronic products in Kenosha, Wisconsin.    

Sandy Motley, President of Fixed Networks at Nokia, said: “Many in the industry have said that manufacturing optical modules in the U.S. was impossible. Today, we’re proving it can be done. Working alongside the Department of Commerce and Fabrinet, we’re excited to add optical modules to the list of technology solutions that will be produced here in the U.S. and become available to programs like BEAD which are so critical to bridging the digital divide.”

Harpal Gill, President and COO of Fabrinet, said: “Fabrinet specializes in manufacturing complex, precision optical and electro-optical products used in telecommunications networks and data centers. As a trusted partner of the world’s most demanding OEMs, we are excited to help bring the production of Nokia’s optical modules to the U.S. and support their efforts to bridge the digital divide. We’re pleased to partner with Nokia in order to help provide high-speed fiber broadband access to more people, homes and communities.”

Intel to pay $353 million to terminate merger with Tower

Intel confirmed that it has terminated plans to acquire Tower Semiconductor due to the inability to obtain in a timely manner the regulatory approvals required.

In accordance with the terms of the merger agreement and in connection with its termination, Intel will pay a termination fee of $353 million to Tower.

“Our foundry efforts are critical to unlocking the full potential of IDM 2.0, and we continue to drive forward on all facets of our strategy,” said Pat Gelsinger, CEO of Intel. “We are executing well on our roadmap to regain transistor performance and power performance leadership by 2025, building momentum with customers and the broader ecosystem and investing to deliver the geographically diverse and resilient manufacturing footprint the world needs. Our respect for Tower has only grown through this process, and we will continue to look for opportunities to work together in the future.”

Stuart Pann, senior vice president and general manager of Intel Foundry Services (IFS), said, “Since its launch in 2021, Intel Foundry Services has gained traction with customers and partners, and we have made significant advancements toward our goal of becoming the second-largest global external foundry by the end of the decade. We are building a differentiated customer value proposition as the world’s first open system foundry, with the technology portfolio and manufacturing expertise that includes packaging, chiplet standards and software, going beyond traditional wafer manufacturing.”

Nokia lands multi-year deal to enhance Eastlink’s 5G network in Canada

Eastlink awarded a multi-year strategic access network upgrade deal to Nokia, including its AirScale portfolio. The partnership includes new site expansion and existing site upgrades. The first site using Nokia technology is expected to go live in August.

Nokia’s AirScale 5G portfolio includes baseband, remote radio heads, and massive MIMO antennas, which provide vast 5G capacity, coverage, and easy deployment. These solutions are powered by a new energy-efficient generation of ReefShark System-on-Chip (SoC) technology.

Jeff Gillham, CEO at Eastlink, said: “We’re so pleased to welcome Nokia as part of our dual supplier radio network strategy. We expect them to cover a sizeable portion of our mobile radio access network over the next few years. As a global leader in 5G technology, Nokia will be a key contributor towards helping us deliver the best mobile experience to our customers as we leverage their expertise of next-generation technology that focuses on energy-efficiency and security.”

BSNL awards US$900m contract to Tejas Networks for Pan-India 4G/5G

Tejas Networks, along with Tata Consultancy Services, was awarded a Master Contract by BSNL for supply, support and annual maintenance services of its Pan-India 4G/5G network.

As a part of this contract, the Company received a Purchase Order from TCS for Rs 7,492 crore (approx. USD 900 million) to supply its latest 4G/5G RAN equipment for approximately 100,000 sites, which will be executed during the calendar years 2023 and 2024. 

Mr. Anand Athreya, CEO and Managing Director of Tejas Networks said, “We are delighted to be selected as the sole supplier of 4G/5G RAN equipment for one of the largest mobile networks in the world. Our cutting-edge portfolio of baseband and radio products will enable BSNL to roll out a scalable and cost-effective network that meets world-class performance and quality standards. This also furthers our mission to create India’s first global-scale telecom and networking products company with an end-to-end suite of wireless and wireline offerings.” 

Dr. Kumar N. Sivarajan, CTO of Tejas Networks said, “Our state-of-the-art 4G/5G RAN products were subjected to rigorous field testing by BSNL for nearly eighteen months before being chosen for this large-scale commercial deployment. This win is a true testament to the engineering excellence and innovation prowess of our R&D team that successfully developed and delivered an industry-leading product in a complex technology area in record time.”

Dell’Oro: $58B Distributed Cloud Networking Market

Dell’Oro Group has launched a new Distributed Cloud Networking Advanced Research Report (ARR) that details the robust appetite for a new generation of software- and services-centric secure Distributed Cloud Networking solutions for the modern distributed enterprise. It is projected to fuel $58 B in enterprise spending between 2023 and 2027.

“The traditional network box mentality just no longer works in today’s enterprise where the Internet is an extension of the corporate LAN and public clouds are the new data centers,” said Mauricio Sanchez, Sr. Director, Enterprise Security and Networking Research at Dell’Oro Group. “Whether it’s multi-cloud networking across private and public clouds, instantaneously scalable WAN-as-a-service middle mile, or the work-from-anywhere workforce, we see the future squarely in advanced networking software and cloud-delivered network services, which we call Distributed Cloud Networking. Software is finally coming to take a big bite out of enterprise networking spend,” added Sanchez.

Additional highlights from the brand-new Distributed Cloud Networking Advanced Research Report:

  • The distributed cloud networking market consists of three converging markets, unified SASE for the user edge, WAN-as-a-Service (WANaaS) for the WAN middle mile, and multi-cloud networking for the cloud/application edge, where cumulative spend between 2023 and 2027 is projected to be $58 B.
  • The multi-cloud networking market is projected to rise aggressively to nearly $5 B in 2027.
  • The WANaaS market is anticipated to exceed $11 B by 2027.
  • The unified SASE market is forecast to rise to nearly $3 B in 2027.