Tuesday, June 11, 2019

Broadcom ships 7nm Trident 4 programmable Ethernet switching silicon

Broadcom is now shipping its StrataXGS Trident 4 BCM56880 switch silicon with capacity scaling from 2.0 to 12.8 terabits per second (Tb/s). The new silicon, which boasts the industry’s highest Ethernet switching performance, also brings compiler-programmable packet processing and telemetry capabilities as well as compatibility with earlier generation Trident chips. This enables enterprises to utilize merchant silicon-based systems throughout their networks, from campus access and aggregation to data center top-of-rack and spine.

Trident 4 deliver 4x the bandwidth of Trident 3, which was introduced in June 2017. It also supports >5x the routes, >10x ACLs, and > 1 million counters.

Trident 4 also features runtime programmability, which allows numerous functions to be updated while the switch is in operation, without down time or dropped packets. For example, access control policy tables, size and type of telemetry metadata, packet trace, and packet drop can all be modified with no disturbance to packet flow.


Broadcom holds the dominant market share of the Ethernet switching silicon market.

“Trident 4 is delivering a 4x increase in bandwidth versus its predecessor Trident 3 in less than two years,” said Ram Velaga, senior vice president and general manager of the Switch Products Division at Broadcom. “Consistent, industry-leading innovation and execution by Broadcom is disrupting the economics of how networks are built today. We are thankful for our engineering team and strong partner ecosystem for helping bring these products and solutions to the market at a price/performance that is a fraction of the current systems.”

Key attributes and benefits of the new StrataXGS Trident 4 series include:

  •  Up to 128x100GbE or 32x400GbE switching and routing with a compiler-programmable architecture 
  • Provides the flexibility to implement both standard Ethernet switch/routing and advanced network functionality such as DDoS protection, application load balancing, and large-scale NAT
  • Enterprise-grade feature set with a high degree of feature concurrency 
  • Industry-leading packet buffer and database sizes 
  • Extensive programmable in-band telemetry including support for IFA 2.0 (In-band Flow Analyzer version 2)
  • Four GHz-class processors on chip enabling powerful out-of-band (streaming) telemetry and a variety of Broadcom-provided embedded applications
  • A wide variety of load balancing and congestion management features including Dynamic Load Balancing, Dynamic Group Multipathing, Resilient Hashing, LatencyBased ECN marking, and Elephant Flow detection and re-prioritization • Architecture scalability for bandwidth requirements throughout the enterprise network: SKUs available at 2.0T to 12.8T, all supported with the same NOS and hardware code base
  • Broadview Gen 4 integrated network instrumentation feature set and software suite, providing full visibility to network operators into packet flow behavior, traffic management state, and switch internal performance
  • Robust connectivity using up to 256 instances of the industry’s best performing, longest-reach 50G PAM-4 integrated SerDes core, enabling a wide variety of optical and direct attached copper (DAC) linksIndustry’s first switch chip implemented all in 7nm process technology


https://www.broadcom.com/products

Broadcom samples first 7nm 400G PAM-4 PHY

Broadcom began sampling its 7nm 400G PAM-4 PHY device for hyperscale data center and cloud infrastructure.

The BCM87400 device, which leverages Broadcom’s 7nm Centenario 112G PAM-4 DSP platform, provides 400G 8:4 gearbox performance.

Broadcom says its 7nm 400G PHY solution delivers significant power savings compared to existing 16nm PHYs, thereby enabling sub-8W optical modules, compared to 12W power dissipation current generations 16nm PHYs.

7nm Centenario PAM-4 DSP Highlights

  • Industry leading DSP performance and power efficiency enabling DR4/FR4 optical modules to meet IEEE standards and MSA specifications
  • DSP platform supporting DR/FR optical modules for legacy switch applications
  • Client-side interface compliance to CEI-28G/56G LR specification supporting long reach (LR) channels
  • IEEE 802.3bs standard-compliant KP4 and end-to-end FEC bypass operation
  • Proven PAM-4 architecture supporting multiple optics front ends including EML, DML and silicon photonics
  • Optimized design with proven interoperability with Broadcom switch ASICs and ASSPs using 28Gbaud PAM-4 and NRZ SerDes architecture

Broadcom confirms mass production of 12.8 Tbps Tomahawk 3 Switch

Broadcom's StrataXGS Tomahawk 3 switch series is now in mass production.

The Tomahawk 3 series supports high-density, line-rate 400GbE, 200GbE, 100GbE, and 50GbE interconnect for massive scale-out of software-defined cloud data centers. The Tomahawk 3 switch series features multiple devices at 12.8Tbps, 8.0 Tbps, and 6.4 Tbps based on the industry’s most performant 50G PAM4 / 25G NRZ SerDes technology. All devices in the series have completed extensive functional, performance, and reliability testing and have been qualified for volume production.

“We are delighted and humbled by the widespread adoption of Tomahawk 3 based switching solutions in cloud infrastructure,” said Ram Velaga, senior vice president and general manager, Switch Products at Broadcom. “Our engineering team has executed to the demands of the largest cloud operators globally, including the most rigorous system and network-level qualification requirements – both in our labs and in customer testbeds. Network operators are able to immediately deploy Tomahawk 3 based fabrics, at scale, and with confidence.”

Ericsson predicts 1.9 billion 5G subscriptions in 2024

5G subscriptions are now expected to reach 1.9 billion in 2024, as operators ramp up deployments and users switch to 5G devices, according to the June 2019 edition of the Ericsson Mobility Report. This is up from 1.5 billion forecasted in the November 2018 edition – an increase of almost 27 percent.

Ericsson cited rapid early momentum for 5G as the reason it has accelerated its forecast.

Additional highlights:
  • 5G coverage is forecast to reach 45 percent of the world’s population by end of 2024
  • In 2024, 5G networks are projected to carry 35 percent of the global mobile traffic
  • As 5G devices increasingly become available and more 5G networks go live, more than 10 million 5G subscriptions are projected worldwide by the end of 2019.
  • The uptake of 5G subscriptions is expected to be fastest in North America, with 63 percent of anticipated mobile subscriptions in the region being for 5G in 2024. 
  • North East Asia follows in second place (47 percent), and Europe in third (40 percent).
  • Total mobile data traffic continued to soar globally in Q1 2019, up 82 percent year-on-year. It is predicted to reach 131 exabytes (EB) per month by the end of 2024, at which time 35 percent is projected to be over 5G networks. 
  • There are 1 billion cellular IoT connections globally, a figure that is expected to rise to 4.1 billion by the end of 2024, of which 45 percent are represented by Massive IoT. Industries using Massive IoT include utilities with smart metering, healthcare in the form of medical wearables, and transport with tracking sensors.
Fredrik Jejdling, Executive Vice President and Head of Networks, Ericsson, says: “5G is definitely taking off and at a rapid pace. This reflects the service providers’ and consumers’ enthusiasm for the technology. 5G will have positive impact on people’s lives and businesses, realizing gains beyond the IoT and the Fourth Industrial Revolution. However, the full benefits of 5G can only be reaped with the establishment of a solid ecosystem in which technology, regulatory, security, and industry partners all have a part to play.”

The 34-page report is here:
https://www.ericsson.com/assets/local/mobility-report/documents/2019/ericsson-mobility-report-june-2019.pdf

States seek to block T-Mobile+Sprint merger

A coalition of 10 state attorneys general, including California and New York, filed a lawsuit to block the proposed merger of telecommunications companies T-Mobile and Sprint.

The states argue that the merger would lead to higher prices and fewer choices for consumers, particularly low-income subscribers of the companies’ services.

“Although T-Mobile and Sprint may be promising faster, better, and cheaper service with this merger, the evidence weighs against it,” said Attorney General Becerra. “This merger would hurt the most vulnerable Californians and result in a compressed market with fewer choices and higher prices. Today, along with New York and eight other partner states, we’ve filed a lawsuit to block this merger and protect the residents of our state.”

“When it comes to corporate power, bigger isn’t always better,” said Attorney General James. “The T-Mobile and Sprint merger would not only cause irreparable harm to mobile subscribers nationwide by cutting access to affordable, reliable wireless service for millions of Americans, but would particularly affect lower-income and minority communities here in New York and in urban areas across the country. That’s why we are going to court to stop this merger and protect our consumers, because this is exactly the sort of consumer-harming, job-killing megamerger our antitrust laws were designed to prevent.”

A copy of the complaint can be found here.

https://oag.ca.gov/system/files/attachments/press-docs/t-mobile-sprint-complaint-redacted-case-19-cv-5434.pdf

Yamaichi debuts 400G QSFP-DD Pluggable Module Connector

Yamaichi Electronics introduced a small form factor connector for 400 Gigabit data networking applications and cage assembly mechanical parts.

QSFP-DD is similar to the current QSFP, but there are additional contact rows inside the structure design to realise double density by 8 channels for electrical signal transmission. Our mechanical design is QSFP-DD MSA compliant. It is also backward compatible to the current QSFP.

Yamaichi Electronics said its new QSFP-DD connector is designed for 200G and 400G technologies and to support 28 Gbps per channel NRZ, and 56 Gbps per channel PAM4 modulation. Moreover, the signal integrity takes into consideration 112Gbps per channel PAM4 modulation.

Yamaichi Electronics also offers customized heatsink solutions.

http://www.yamaichi.eu

China develops passive optical LAN standard

The China Engineering and Consulting Association (CEDA) has released China's first passive optical LAN (POL) Engineering Technical Standard.

The standard is expected to accelerate the deployment of passive optical LANs in smart buildings and campuses.

As a member of the CEDA, Huawei actively prepared content related to POL system planning and design and equipment configurations to accelerate the release of the standard.

Joe Zhou, President of the Enterprise Domain of Huawei Transmission & Access Product Line, said: "The release of the POL Engineering Technical Standard will promote the application of POL. It marks a key milestone of POL industry development, and sets a benchmark for the global industry. Huawei is looking forward to working with partners across the industry chain to build a complete POL ecosystem and provide scenario-based innovative solutions to continuously meet service requirements of customers from various sectors.

Cohesity intros data management for AWS GovCloud

Cohesity's software-defined data management platform now supports AWS GovCloud (US), enabling government agencies to back up, manage, and gain insights from their data across hybrid cloud environments.

Cohesity's solution offers AWS customers broad data management capabilities for secured government clouds that include backup and recovery, long-term retention, analytics, and protection of Amazon EC2 compute infrastructure, all on a single web-scale platform.

In addition, Cohesity has become a member of the AWS Public Sector Partner Program by demonstrating a high level of technical proficiency and customer success so that the two companies can better deliver tightly integrated solutions and a seamless experience on behalf of government clients.

“Bringing Cohesity’s unique data management capabilities to AWS GovCloud empowers government agencies to harness the benefits of hybrid cloud infrastructure through an efficient and easy-to-use platform that eliminates mass data fragmentation,” said Steve Grewal, CTO, federal and eastern U.S., Cohesity. “We’re excited to expand the capabilities we provide our public sector customers so they can benefit from modern and efficient data infrastructure that helps them do more with their data.”

Deutsche Telekom commits to 100% renewable power as of 2021

Deutsche Telekom aims to use only electricity from renewable sources by 2021 and, by 2030, to reduce its CO2 emissions by 90 percent compared with 2017.

Also by 2030, Deutsche Telekom wants to lower the emissions from the production and utilization phases of its products and customer solutions by 25 percent.

“As one of the biggest DAX-listed companies, we take climate protection very seriously. We want to build the future for the generations to come, not rob them of it. Climate protection is an integral part of any future-proof business model,” says Tim Höttges, CEO of Deutsche Telekom AG, explaining the company’s climate protection targets.

Deutsche Telekom is the third DAX-listed company officially recognized by SBTi as contributing toward the target of limiting global warming to 2° C.
Only just over 200 companies worldwide have climate protection targets that have been certified as science-based and will thus contribute toward implementing the Paris Agreement of 2016. Deutsche Telekom is the third DAX-listed company alongside SAP and HeidelbergCement to have received a positive evaluation.

Monday, June 10, 2019

Cisco drives network automation with AI and ML

Cisco announced a range of artificial intelligence and machine learning capabilities for improving the management of users, devices and applications across an enterprise network – from campus networks and wide-area networks, to data centers and the IoT edge.

"As the pace of change and diversity of the environment continues to rapidly evolve, Cisco is committed to continually simplifying our solutions," said Scott Harrell, Senior Vice President and General Manager of Cisco's Enterprise Networking Business. "Artificial intelligence and machine learning can enable businesses to efficiently discern which issues to prioritize, becoming more nimble and proactive. This will have a profound effect on network operations and the IT team that run them. At Cisco, we’re future proofing our networks and the workforce through automation and intelligence."

At Cisco Live in San Diego, company executives said Cisco platforms and security systems can already collect context-rich telemetry data sets. The new software capabilities designed to utilize deidentified and aggregated data. This enables:

  • More Visibility -  relevant data from local networks is correlated against the aggregate deidentified data set to create highly individualized network baselines. These baselines constantly learn and adapt as the number of devices, users and applications evolves, and as environments change.
  • Greater Insights - machine learning is used to correlate the immense amount of data coming from the network against the individualized network baselines to uncover the issues that will have the greatest impact on the network. This improves issue relevancy, alerting IT of the issues that matter most. It also discovers trends and patterns, so IT can pre-emptively identify issues before they become a problem. 
  • Guided Actions - machine reasoning algorithms and automated workflowsa perform the logical troubleshooting steps that an engineer would execute to resolve a problem. This helps IT detect issues and vulnerabilities, analyze the root cause and execute corrective actions.

Cisco is introducing new integrations with its multidomain intent-based architecture across campus, branch, WAN, IoT, data center and cloud:

  • Network segmentation: The integration of SD-Access with SD-WAN and Application Centric Infrastructure (ACI) makes it easier for IT teams to consistently authorize, onboard and segment users and devices across branch, data center and cloud networks, even when users and applications change. Because of this segmentation, IT is able to safeguard against unauthorized access to sensitive data and critical applications.
  • Application experience: Cisco now automatically conveys application requirements between the data center and the WAN, allowing the network to select the best path and prioritize traffic even if applications move or change. This allows IT teams to dynamically elevate application performance across the enterprise and branch.
  • Pervasive security: As an industry leader in cybersecurity, Cisco is leveraging its security innovations across all domains. By extending the ability to detect threats in encrypted traffic across public clouds, and by protecting the branch and WAN against threats, Cisco is providing the end-to-end security customers need. 

Cisco AI Network Analytics will be a standard part of Cisco DNA Center Assurance and will be available in the next version of Cisco DNA Center, generally available summer of 2019. Cisco AI Network Analytics will be included in the Cisco DNA Advantage licensing tier.

http://www.cisco.com

Intel to acquire Barefoot Networks for programmable switching silicon

Intel agreed to acquire Barefoot Networks, a start-up developing programmable Ethernet switch silicon and software for use in the data center. Financial terms were not disclosed.

Intel said the acquisition will support its focus on end-to-end cloud networking and infrastructure, enabling it to better compete in the Ethernet switching segment.

Barefoot, which is based in San Jose, California, is shipping the second generation of its P4-programmable Tofino Ethernet switch application-specific integrated circuit (ASIC) family.

Tofino 2 delivers 12.8 Tbps of packet processing capacity for hyperscale data centers, cloud, enterprise and service provider networks. The device leverages 7nm process technology and is designed for full P4-programmability.

Tofino 2 highlights:

  • World’s first 7nm switch ASIC 
  • Supports up 32x400GE on a single chip.
  • Supports up to 256x10/25/50GE ports on a single chip.
  • Fully P4-programmable, enabling various deployment options, from a standard top-of-rack switch to a service provider router, or even a feature-rich switch appliance. 

  • Support for extra large table sizes for routing, tunnels, and access control lists (ACLs).
  • Support for Barefoot SPRINT- Barefoot's enhanced version of the industry-standard In-band Network Telemetry (INT), providing fine-grained per-packet intelligent real-time visibility of network traffic. 
  • Leverages the growing industry-wide P4 Ecosystem supported by multiple switch and network interface controller (NIC) chips.
  • Modular architecture enabling rapid integration of 112G SerDes and silicon photonics.
Tofino 2 was announced in December 2018. Customers cited in the Barefoot press release include Goldman Sachs, Cisco, Alibaba Infrastructure Services, Tencent, Baidu, JD Cloud, and Ucloud. Barefoot has also announced design wins with Arista, Edgecore and others.

https://www.barefootnetworks.com/
https://newsroom.intel.com/editorials/intel-acquire-barefoot-networks/#gs.i7cnfy

Founded in 2013, Barefoot is backed by investors including Andreessen Horowitz, Lightspeed Venture Partners and Sequoia Capital. The company has raised approximately $155 million in five funding rounds, most recently raising $23 million in November 2016 in a round led by Alibaba and Tencent.


Infinera demos multi-domain service orchestration for 5G

Infinera and SIAE MICROELETTRONICA completed a test of SDN-enabled service orchestration across integrated IP/MPLS transport and microwave/millimeter-wave transport domains.

The proof-of-concept trial, which was conducted in collaboration with a leading Tier 1 mobile operator, showcased the ability of network operators to simplify and automate multi-domain, multi-vendor operations as mobile networks evolve to support new high-capacity, latency-sensitive 5G services.

The trial featured seamless interworking of the SIAE MICROELETTRONICA SM-DC microwave domain controller, Infinera IP domain controller, SIAE MICROELETTRONICA AGS20 Layer3 microwave platform, Infinera Transcend Orchestrator, and Infinera 8600 Smart Router Series IP/MPLS platforms. Leveraging open, standards-based application programming interfaces, the integrated IP/MPLS and microwave transport solution provided a multi-domain, multi-vendor framework for a wide variety of SDN-enabled service creation and traffic management use cases, including:

  • Network and service discovery and visualization, including discovery of inventory of network elements, link topology (Layers 0-3), and network services (Layers 2-3)
  • End-to-end multi-domain service provisioning, including Layer 2 Ethernet pseudowire and Layer 3 IP virtual private networks over microwave links
  • Closed-loop automation and multi-domain optimization, including the automatic shaping of IP layer traffic based on microwave modulation and bandwidth changes
  • In addition to reducing operational expenses via simplified operations and service provisioning, the integrated solution enables network operators to reduce capital expenses by maximizing the utilization of existing infrastructure as end-user capacity demands scale.

“This solution builds upon our widely deployed Tier 1 edge router solutions and provides an easy way to improve operational efficiencies with an evolutionary approach to SDN migration that leverages existing infrastructure,” said Mikko Hannula, Vice President, Engineering and Product Management at Infinera. “Our joint solution with SIAE MICROELETTRONICA brings a new level of dynamic network optimization to multi-domain, multi-layer, and multi-vendor networks while reinforcing the operational benefits of open networking.”

“This implementation demonstrates how network resources can be addressed to set up services in real time across different transport technologies and network areas,” said Paolo Galbiati, Product Line Management Director at SIAE MICROELETTRONICA. “This is proof of how SDN can really serve operators in shaping their networks and fully exploiting network potential.”

Salesforce to acquire Tableau for $15.7 billion

Salesforce agreed to acquire Tableau Software, which offers a big data analytics platform, in an all-stock transaction that represents an enterprise value of $15.7 billion (net of cash), based on the trailing 3-day volume weighted average price of Salesforce's shares as of June 7, 2019.

The transaction is expected to increase Salesforce’s FY20 total revenue by approximately $350 million to $400 million.

"We are bringing together the world’s #1 CRM with the #1 analytics platform. Tableau helps people see and understand data, and Salesforce helps people engage and understand customers. It’s truly the best of both worlds for our customers--bringing together two critical platforms that every customer needs to understand their world,” said Marc Benioff, Chairman and co-CEO, Salesforce. “I’m thrilled to welcome Adam and his team to Salesforce.”

“Salesforce’s incredible success has always been based on anticipating the needs of our customers and providing them the solutions they need to grow their businesses,” said Keith Block, co-CEO, Salesforce. “Data is the foundation of every digital transformation, and the addition of Tableau will accelerate our ability to deliver customer success by enabling a truly unified and powerful view across all of a customer's data.”

“Joining forces with Salesforce will enhance our ability to help people everywhere see and understand data,” said Adam Selipsky, President and CEO of Tableau. "As part of the world’s #1 CRM company, Tableau’s intuitive and powerful analytics will enable millions more people to discover actionable insights across their entire organizations. I’m delighted that our companies share very similar cultures and a relentless focus on customer success. I look forward to working together in support of our customers and communities."
Combination to Supercharge Digital Transformation

Dell'Oro: Broadband access equipment revenue dipped to $2.9 B in 1Q19

Global revenue for broadband access equipment declined 2 percent Y/Y in 1Q 2019, reaching $2.9 billion, according to a new report from Dell'Oro Group. Increased shipments of XG-PON1, XGS-PON, NG-PON2 OLT ports, and DOCSIS 3.1, CPE offset CCAP spending declined for the second straight quarter.

Additional highlights from the 1Q 2019 Broadband Access Quarterly Report:

  • Total cable access concentrator revenue decreased 38 percent Y/Y to $275 M, driven by a strong slowdown in CCAP channel purchases in North America and EMEA.
  • Total DSL port shipments decreased 21 percent Y/Y, with ADSL ports down 71 percent and VDSL ports down 20 percent.
  • Total PON OLT port shipments increased 7 percent Y/Y, with XGS-PON ports up 337 percent.
  • Total SOHO WLAN units increased 13 percent Y/Y, driven by the driven by 19% Y/Y growth in broadband CPE with WLAN and 125% Y/Y growth in mesh router units.

“The 10 Gbps FTTH deployments continue to build momentum,” said Jeff Heynen, Research Director, Broadband Access and Home Networking. “The next-gen fiber increases nearly offset the weakness in cable CCAP spending, as cable operators push off new capacity purchases while they determine how to move forward with distributed access architectures,” explained Heynen.

FCC authorizes $166.8 million for rural broadband

The FCC authorized $166.8 million in funding over the next decade to expand broadband to 60,850 unserved rural homes and businesses in 22 states. This represents the second wave of support from last year’s successful Connect America Fund Phase II auction.  Providers will begin receiving funding this month.

In total, the auction last fall allocated $1.488 billion in support to expand broadband to more than 700,000 unserved rural homes and small businesses over the next 10 years.  The FCC authorized the first wave of funding in May, providing $111.6 million in funding over the next decade to expand service to 37,148 unserved homes and businesses in 12 states.

To date, the first two rounds of authorizations are providing $278.4 million over the next decade to expand service to 97,998 new locations.  Over the coming months, the FCC will be authorizing additional funding as it approves the final applications of the winning bidders from the auction.

“I’m pleased to announce that the second round of funding starts now for buildout of high-speed Internet service to 60,850 rural homes and businesses, which will bring them to the right side of the digital divide and give them access to the 21st-century opportunities that broadband offers,” said FCC Chairman Ajit Pai.  “Providers will be deploying gigabit-speed connections to the majority of locations for which funding is being authorized today, while nearly 8,000 homes and small businesses on Tribal lands will be getting fixed broadband service for the first time.”

The funding applications approved by the Commission today include the following:

  • Central Virginia Services, an electric coop, is receiving $28.6 million to deploy gigabit connections to nearly 11,000 locations in rural Virginia
  • NTUA Wireless is receiving $28.4 million to serve over 7,000 homes and small businesses in Tribal areas of Arizona, New Mexico, and Utah, while SW DinehNet will serve 869 Tribal locations in New Mexico
  • Co-Mo Comm, an electric coop, is receiving nearly $22 million to deploy gigabit connections to over 8,350 rural locations in Missouri
  • Commnet of Nevada is receiving $23.6 million to provide service to over 12,800 homes and businesses in 11 counties in rural Nevada

A full list of recipients is online.

https://www.fcc.gov/document/fcc-authorizes-1668-million-expand-rural-broadband-22-states

A10 adds support for containers

A10 Networks is adding support for Kubernetes containers to its Thunder Application Delivery Controller (ADC), Carrier-Grade Networking (CGN), and Convergent Firewall (CFW) solutions.

A10 said its highly portable solution is supported on standard Intel x86 servers and can be deployed across the largest cloud providers, including Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP), as well as private data centers.

"With the new Thunder Containers, we are delivering to the market the highest performance load balancing, firewall and carrier-grade NAT (CGNAT) solutions for a very complex multi-cloud world. We are extending our portfolio across traditional, virtual and microservices form factors, giving customers a unified solution to ensure agile and scalable infrastructures. And seamless integration with A10 Harmony® Controller gives customers visibility and centralized management for consistent operations and security across multi-cloud environments,” said Raj Jalan, CTO of A10 Networks.

Thunder for Containers will be available in Q3, 2019.

https://www.a10networks.com/news/press-releases/a10-networks-extends-cloud-portfolio-with-ultra-high-performance-container-based-solutions/

Sunday, June 9, 2019

Samsung Electronics and SK Hynix feeling edgy over US-China dispute

Samsung Electronics and SK Hynix fear getting caught in the middle of the brewing trade war between the United States and China, according to a lead story The Korea Herald, as executives from both companies were warned by Beijing not to cooperate with the Trump administration’s Huawei ban, or face dire consequences.

Samsung is a top supplier of DRAM and NAND flash chips to Huawei, although a loss of this business potentially could be somewhat offset in Samsung recaptures market share in the smartphone business from Huawei. Huawei accounts for 5 to 10 percent of

SK Hynix also counts Huawei as a major customer, accounting for 5-10% of its total revenue.

http://www.koreaherald.com/view.php?ud=20190609000174

ThousandEyes: Cogent outage part of a larger BGP route leak

Last week's outage at a Cogent data center in London, which disrupted some Whatsapp traffic, was part of a larger BGP route leak, according to an updated analysis from ThousandEyes.

The disruption had nothing to do with the Whatsapp service itself, writes Archana Kesavan, but was the result of a major BGP route leak by Swiss colocation provider, Safe Host. Her analysis indicates that "Safe Host leaked thousands of prefixes which had a cascading effect on the availability of those services when the routes were accepted and propagated by service providers, such as China Telecom, and then further accepted by other ISPs such as Cogent."

https://blog.thousandeyes.com/whatsapp-disruption-just-one-symptom-of-broader-route-leak/


Big Switch and Mavenir enter OEM deal for NFV

Big Switch Networks has entered into an OEM agreement with Mavenir focused on NFV.

Specifically, Big Switch's Big Cloud Fabric (BCF) will be included in a fully tested and validated end-to-end NFV solution from Mavenir. The Big Cloud Fabric leverages open, white-box switch hardware to provide a Virtual Private Cloud (VPC), bringing a cloud-native networking model to telco cloud applications.

The companies said that one of the leading mobile carriers in the United States is a joint customer. Additionally, Mavenir and Big Switch have won leading telco providers in EMEA and APAC, which have selected the end-to-end NFV solution for their business-critical networks. Seven of the 10 largest service providers in the world, including Verizon, rely on Big Switch. The companies cite the following benefits:

  • Resiliency and performance at scale
  • Design and deployment flexibility
  • Reduced operational complexity
  • Integration of security and analytics 

“Like Mavenir, we are focused on accelerating network transformation and redefining network economics,” said Susheel Chitre, VP of Business Development, Big Switch Networks. “Through this partnership, Mavenir and Big Switch are able to deliver a best-in-class NFV solution capable of supporting the most critical, revenue driving lines of business for the world’s leading service providers.”

“The largest service providers in the world rely on Mavenir to provide next-gen, cloud-native solutions. Mavenir recognized the capabilities and benefits of Big Cloud Fabric, making it a part of our end-to-end NFV offering,” said Ramnik Kamo, EVP, Operations and CIO, Mavenir. “Through this strategic partnership, we are able to deliver on our mission to provide organizations with the most innovative solutions to accelerate software-driven network transformation.”

http://www.bigswitch.com

Zayo invests in fiber infrastructure in Ohio

Zayo announced significant investments in its metro network infrastructure in Ohio, by an anchor customer deal. The network expansion will add nearly 300 new route miles in the Youngstown and Akron area.

Zayo’s existing network provides long haul connectivity throughout the state, including the Cleveland/Akron/Pittsburgh corridor. This build will also enable additional diverse options through Youngstown.

“This investment elevates our strong position in Ohio, enabling stronger reliability, performance and critical diversity for our customers,” said Steve Orlando, senior vice president of Central Region at Zayo. “The expanded metro fiber routes will strengthen and expand our footprint to approximately 3,500 route miles, including connections to multiple on-net buildings and data centers in Cleveland, Cincinnati, Columbus and Toledo.”

http://www.zayo.com

Dell'Oro: SP core router market fueled by 100GE adoption

The worldwide Service Provider Core Router market grew 7 percent year-over-year in 1Q 2019, according to a recently published report by Dell’Oro Group, driven by telecommunications and cloud operators upgrading networks with 100 Gigabit Ethernet technologies.

According to the report, 100 GE router port shipments hit a record level in 1Q 2019.

“Network operators are benefitting from lower prices of 100 GE products to add capacity to their backbone and metro networks—the volume of 100 GE port shipments almost doubled year-over-year,” said Shin Umeda, Vice President at Dell’Oro Group. “Demand for core routers was strong in the Asia-Pacific region and in Europe, more than offsetting lower sales in North America,” added Umeda.

Additional highlights from the 1Q 2019 Router & Carrier Ethernet Switch Quarterly Report:

  • Cisco was the top-ranked Service Provider Core Router vendor, followed by Huawei, and Juniper.
  • The Service Provider Edge Router market increased 2 percent year-over-year, showing some early, yet modest effects 5G backhaul upgrade projects.

http://www.delloro.com/news/service-provider-core-router-market-fueled-100-gigabit-ethernet-adoption

Dell’Oro: Slowdown in cloud CapEx growth

A slowdown in cloud CapEx growth rate weighed on the Data Center Switch market growth in 1Q 2019, according to a new report from Dell'Oro Group.  The year-over-year growth of Data Center Switching revenue fell below 5 percent for the first time in almost five years.

Some highlights from Dell'Oro's 1Q 2019 Ethernet Switch – Data Center Quarterly Report:

  • 25 GE and 100 GE composed about half of the market revenue and two-thirds of shipments.
  • 400 GE shipments continued to ramp for the second consecutive quarter, albeit driven mostly by Google.
  • 100 GE ports are expected to nearly double in 2019, while the 400 GE refresh cycle is not expected to have a material effect until 400 GE optics become available in 2020.

“The deceleration of Cloud capex spending started in 2H 2018 but appeared more severe at certain Cloud Service Providers (SPs) this quarter. However, our analysis of Cloud capex indicates that the second half of this year will grow at a higher rate,” said Sameh Boujelbene, Senior Director at Dell’Oro Group. “Despite this deceleration, Arista, one of the vendors with high exposure to Cloud SPs, managed to gain share to capture 20 percent of the North American market, while Cisco was the top-ranked vendor with more than 40 percent share,” added Boujelbene.