Lessengers intros partially retimed 800G Optical Transceivers

LESSENGERS is unveiling a portfolio of 800G optical transceivers based on its patented “direct optical wiring” (DOW) technology.

Lessengers is adding partially retimed capability to its 800G transceiver product portfolio, which in one product entails an integrated DSP chip on the transmitter side. This capability will enable a wide range of interoperability with other pluggable transceivers and lower power consumption due to the use of a half retimer. 

Messengers AI/ML product now features the following integrated retimer electronics along with existing fully retimed optics:

* Linear drive - linear pluggable optics (LPO)

* Linear receive - half-retimed linear optics (HALO) or linear receive optics (LRO)

800G Linear Receive Optical Transceiver now offers:

* Lower power consumption – less than 9 W for an 800G (2 × SR4) OSFP

* IEEE 802.3 and CMIS 5.0 or later compliant

* 8 × 112 Gb/s PAM4 on both the electrical host receiver and optical line transmitter interfaces

* A half retimer chip integrated in the transmit path from the electrical input to the optical line side output for enhanced signal retiming and equalization.

Lessengers' DOW is a polymer-based air-cladded waveguide technology that is particularly useful for optical interconnects in the data center and high-performance computing environments.

https://www.lessengers.com/

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Alphawave Semi demos 3nm 24Gbps UCIe Subsystem

Alphawave Semi announced a significant advancement with the successful bring-up of its first chiplet-connectivity silicon platform utilizing TSMC's 3nm process. This development introduces a Universal Chiplet Interconnect Express (UCIe) subsystem that enhances Alphawave Semi's already strong portfolio in connectivity silicon, steering the industry towards a more cohesive and powerful chiplet ecosystem. This breakthrough aims to boost connectivity and computational capabilities, especially for high-performance AI systems. 

Highlighting this achievement, Alphawave Semi showcased a live demonstration of their 24Gbps UCIe silicon platform on the TSMC 3nm process at the recent Chiplet Summit in Santa Clara, CA.

Key aspects of Alphawave Semi's 3nm UCIe platform include:

• High Performance: The complete PHY + Controller subsystem supports data rates up to 24Gbps, offering high bandwidth density with minimal power consumption and latency.
• UCIe 1.1 Compliance: Adherence to the latest UCIe Revision 1.1 Specification ensures compatibility and performance.
• Versatile Controller: Features a highly configurable Die-to-Die (D2D) controller that accommodates various protocols including PCIe®/CXLTM, AXI-4, AXI-S, CXS, and CHI.
• Reliability Monitoring: Includes Bit Error Rate (BER) Health Monitoring for dependable operation.
• Advanced Packaging Compatibility: The PHY is designed to support TSMC’s sophisticated packaging technologies such as CoWoS® and InFO, along with organic substrates for cost efficiency.

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Astera Labs intros low-power PCIe 6.x/CXL 3.x

Astera Labs expanded its field-tested Aries PCIe/CXL Smart DSP Retimer portfolio to include a solution that delivers low-power PCIe 6.x and CXL 3.x connectivity between next generation GPUs, accelerators, CPUs, NICs, and CXL memory controllers in data-centric systems.

As the first offering in Astera Labs’ PCIe 6.x portfolio, Aries 6 sets the stage for a smart PCIe 6.x connectivity backbone.

New Aries 6 Retimers for PCIe 6.x/CXL 3.x highlights:

• Industry’s lowest power Retimers (11W typical for PCIe 6.x 16-Lane configuration)
• Low-latency connectivity up to 64 GT/s per lane
• Leading signal integrity performance with 36dB@64G PAM4 SerDes and DSP customized for demanding AI server channels to ensure robust PCIe 6.x links
• Offered in multiple lane variants (16-Lane and 8-Lane) to support PCIe 6.x and PCIe 5.x applications
• Offered in multiple form-factors (silicon chips, Smart Cable Modules, and boards) for robust Chip-to-Chip, Box-to-Box, and Rack-to-Rack PCIe/CXL signal reach extension by up to 3x
• Seamless upgrade from second generation Aries 5 Retimers to third generation Aries 6 Retimers following industry standard footprints
• Extensive observability of link health for fleet management and platform level performance optimization with the enhanced COnnectivity System Management and Optimization Software (COSMOS) suite, featuring new in-band and out-of-band diagnostics

Casey Morrison, Chief Product Officer, Astera Labs, said, “PCIe 6.x technology’s superior bandwidth is required to handle data-intensive workloads and to maximize utilization of AI accelerators, but the faster speeds introduce new signal integrity issues in hyperscale platforms. Aries Smart DSP Retimers have set the gold standard for addressing critical PCIe/CXL connectivity challenges with a solid track record of robust performance and seamless interoperability. We’re proud that our third generation of Aries Retimers with support for PCIe 6.x, PCIe 5.x, and CXL 3.x have now been sampled to leading AI and cloud platform providers.”

https://www.asteralabs.com/news/astera-labs-expands-widely-deployed-field-tested-retimer-portfolio-with-industrys-lowest-power-pcie-6-x-cxl-3-x-solution/

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Ethernet Alliance hosts interoperability demo at #OFC24

The Ethernet Alliance will host a multivendor interoperability demo at the upcming #OFC24 event in San Diego, March 26-28, 2024.

With 20 industry-leading Ethernet Alliance members in attendance, and one of the organization’s most popular interoperability demos, the organization’s OFC 2024 installation showcases Ethernet’s exceptional versatility and reliability at speeds of up to 800 Gigabit Ethernet (GbE). The installation incorporates a wide range of switches, routers, interconnects and interfaces including OSFP, QSFP-DD, QSFP, and SFP pluggable form factors. The demo also features the latest in test and measurement solutions including physical layer and traffic generation tools for ensuring Ethernet's capacity for accommodating even the most demanding applications.

“Ethernet continues to be the workhorse of today's ever-evolving networking ecosystem. With a seemingly endless capacity for adaptation, it effortlessly handles diverse workloads ranging from enterprise and home wired connectivity, to hyperscaler artificial intelligence (AI) and machine learning (ML) applications,” said Peter Jones, chair, Ethernet Alliance. "As the need for enhanced processing power and data capacity surges, Ethernet's signature dependability and seamless interoperability are redrawing the boundaries of technology innovation.”

With one of its largest contingents of participating member companies, the Ethernet Alliance OFC 2024 exhibit includes contributions from Alphawave Semi; AMD; Amphenol Corporation; Anritsu Corporation; Arista Networks; Cisco Systems; EXFO; Hyper Photonix; Juniper Networks; Keysight Technologies; Marvell Technology; MultiLane; Panduit; Spectra7 Microsystems; Spirent Communications; Synopsys; TE Connectivity; Teledyne LeCroy / Xena Networks; VeEX; and Wilder Technologies..

As the leading industry voice of Ethernet, the Ethernet Alliance is also offering a look at the latest in Linear Pluggable Optics (LPO) at its OFC 2024 booth. Featuring state-of-the-art solutions from various member companies, the display illustrates how LPO technologies extend the reach and capacity of Ethernet networks by enabling high-speed optical connectivity between devices while maintaining compatibility with Ethernet standards and protocols.

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AST SpaceMobile cites partnerships with over 40 mobile operators

AST SpaceMobile announced updates to its constellation filing with the International Telecommunication Union (ITU) and its V-Band application with the FCC. 

These updates signify a strategic alignment with the United States, emphasizing AST SpaceMobile's commitment to leveraging the U.S.'s regulatory frameworks and its role as a global leader in satellite communications.

Scott Wisniewski, the Chief Strategy Officer, highlighted the company's roots and operations in the U.S., pointing out its NASDAQ listing, and its reliance on American innovation and technology for satellite development and manufacturing. This move aligns with the FCC's ongoing rulemaking process for Supplemental Coverage from Space, underlining the U.S.'s position in direct-to-device regulation on a global scale.

AST SpaceMobile also noted strategic investments from major corporations like AT&T, Google, and Vodafone, and a contract award from the U.S. Government. The company has built partnerships with over 40 mobile network operators worldwide, reaching over two billion subscribers. This network includes major players like Vodafone Group, Rakuten Mobile, and AT&T, among others, indicating a substantial footprint in the global telecom landscape.

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Houston Airports upgrade with HPE Aruba Networking

 Houston Airports, one of the largest public airport systems in North America, is enhancing its guest connectivity by extending its partnership with Hewlett Packard Enterprise (HPE) to implement a Wi-Fi 6E-enabled Aruba Networking solution. 

This initiative aims to upgrade wireless and location-based services for around 60 million yearly visitors at George Bush Intercontinental Airport and William P. Hobby Airport. With this upgrade, Houston Airports is set to offer high-speed, complimentary Wi-Fi access and a new wayfinding mobile app, improving the travel experience for passengers and bolstering the local economy.

Key enhancements include:

• High-Performance Wi-Fi: Free guest Wi-Fi connectivity to meet modern travelers' expectations.
• Wayfinding Mobile App: A new app to assist passengers in navigating to gates, baggage claims, and amenities efficiently.
• Location-Based Services: Deployment of HPE Aruba Networking Beacons to support the app with precise location data.
• IoT Integration: Utilization of Aruba Networking APs for IoT functionalities, aiding in smart restroom management and other facilities through real-time data for maintenance scheduling and availability alerts.

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NETGEAR’s new Nighthawk DOCSIS 3.1 Modem hits 2.5 Gbps down

NETGEAR released its next-generation Nighthawk DOCSIS 3.1 High-Speed Internet Cable Modem (CM3000), specifically engineered for the fastest DOCSIS 3.1 cable internet speeds that can only be accessed with mid/high-split technology. 

The CM3000 delivers  download speeds of up to 2.5Gbps and faster upload speeds of up to 1 Gbps.

In response to increasing upstream requirements, ISPs have upgraded their mid-split offerings with Cox increasing upload speeds to 100 Mbps while Comcast has provided upload speeds of up to 200 Mbps since September 2023. The stylish, mid/high-split Nighthawk CM3000 cable modem works seamlessly with these and every other major U.S. cable service provider and is future-proofed for the even more demanding high-split needs to come.

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Verizon smartphone users now consume 15.5 GB/month

In just five years, total mobile network traffic has skyrocketed 129%, according to Verizon’s inaugural Consumer Connections Report, which analyzes data that highlights consumers’ increased dependence upon connectivity by examining the most popular apps.

Key findings include:

• City-level monthly mobile smartphone usage grew 34%, increasing from an average of 11.5GB per line in January 2022 to 15.5 GB per line in November 2023
• Home Internet subscribers on Verizon’s 5G and LTE Home grew to nearly 1.9 million consumers at the end of 2023, a year-over-year increase of 111%
• 47% of consumer mobile traffic was devoted to video in the second half of 2023, according to third-party data sources
• Video-sharing platforms dominated in time spent daily on the app and weekly mobile usage, in looking at the most popular apps Moving across state lines peaked in 2021, according to the number of Verizon accounts that started the year in a state and then left for a different state during the year
• Consumers are leaving New York and California for warmer climates, lower costs of living and more space
• The most frequent state-to-state moves out of New York were New York to Florida, New York to New Jersey, and New York to North Carolina. The most frequent state-to-state moves out of California were California to Arizona and California to Texas

https://www.verizon.com/about/connections?CMP=OLA_CON_OTH_44444_NA_20240208_NA_NM20240021_00001

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Verrus reimagines data centers for dynamic power loads

Verrus, a new company backed by Sidewalk Infrastructure Partners, emerged from stealth to announce plans for next-generation data centers that address the systemic crisis in power consumption by "reimagining data center engineering from the ground up."

Sidewalk Infrastructure Partners (SIP) is an independent entity that emerged from Alphabet, the parent company of Google. SIP's anchor partners include the Ontario Teachers’ Pension Plan (OTPP)—a leading infrastructure investor, and StepStone Group, one of the world’s largest private equity firms. SIP focuses on investing in, developing, and owning the next generation of infrastructure, covering areas such as energy, mobility, and digital infrastructure.

Verrus is at the forefront of developing a new breed of adaptable and efficient data centers, designed to accommodate both traditional tasks and AI-driven demands. By aligning its infrastructure with the fluctuating availability needs and the real demands of its clients' workloads, Verrus offers a tailored approach. Distinct areas within the facility are dedicated to different types of computing; for instance, one section might be reserved for critical operations requiring constant uptime, such as internet searches, while another area might be allocated for more flexible tasks, such as training AI models. This strategy ensures the highest levels of efficiency by being attuned to the specific needs of the workload.

Furthermore, Verrus enhances utilization by distributing power resources across different halls, avoiding the wastefulness of unused capacity. This approach allows for a dynamic adjustment of supply to meet actual demand, preventing resources from lying dormant. Moreover, Verrus opts for eco-friendly, large-scale battery storage solutions over diesel generators.

https://sidewalkinfra.com/news/powering-the-data-future-sustainably-introducing-verrus

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Ciena doubles capacity for the SEA-ME-WE 4 subsea cable

 Ciena completed an upgrade to the SEA-ME-WE 4 (South East Asia – Middle East – Western Europe 4) subsea cable, enabling a capacity increase from 65Tb/s to 122Tb/s.

Operated by a consortium of 16 telecom operators, SEA-ME-WE 4 is an approximately 18,800 km submarine cable connecting Singapore, Malaysia, Thailand, Bangladesh, India, Sri Lanka, Pakistan, United Arab Emirates, Saudi Arabia, Egypt, Italy, Tunisia, Algeria, and France.

The upgrade leveraged Ciena's GeoMesh Extreme and 6500 Packet-Optical platform.  Additionally, Ciena’s WaveLogic 5 Extreme coherent optics help significantly lower costs by increasing the capacity per wave up to 450Gb/s. SEA-ME-WE 4 is also utilizing Ciena’s Navigator Network Control Suite for real-time visibility into and control of network performance.

“The Europe-to-Asia route, where SEA-ME-WE 4 is situated, is experiencing a major digitalization push, resulting in extreme capacity demands. With Ciena’s field-proven expertise in building critical submarine network infrastructure, we’re helping SEA-ME-WE 4 address rising capacity demands by making the switch to network architectures that adapt to leverage intelligence, scalability, and programmability,” said Thomas Soerensen, Vice President, Global Submarine Solutions, Ciena.

“Ciena’s cutting-edge technology is helping us in optimizing the resources of the SEA-ME-WE 4 cable, thereby enhancing its capabilities to address evolving connectivity demands through enhancement in network capacity, flexibility, and durability. This upgrade holds particular significance given the pivotal role of the SEA-ME-WE 4 cable system in driving digitalization efforts across the diverse regions where the system is passing through,” said Sidheeque Machinal, Management Committee Chairman, SEA-ME-WE 4 consortium.

https://www.ciena.com

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Aryaka launches Unified SASE as a Service

 Aryaka introduced a Unified SASE as a Service that offers a unified single-pass architecture, a global private network backbone, and security, observability and application performance capabilities.

Unified SASE as a Service Elements

• Aryaka’s Unified SASE as a Service converges and delivers four critical design elements:
• Aryaka OnePassTM Architecture enables distributed policy enforcement through a distributed data plane, unified control plane and single management pane.
• Aryaka Zero Trust WAN traverses Aryaka’s global private network backbone operating in more than 100 countries.
• Comprehensive Networking, Security and Observability Services, including the new Aryaka SmartSecure next-generation firewall (NGFW) with secure web gateway (SWG), anti-malware and intrusion prevention system (IPS).
• Flexible Delivery empowers businesses to choose their preferred approach to delivery (Aryaka or third-party) and implementation (managed, co-managed or self-managed).

“Today’s distributed workforces, increased security threats and hybrid application deployments make delivering secure, performant network access to applications and data harder than ever.  Current solutions all compromise on some aspects of performance, security, flexibility and agility, creating risk and user experience gaps,” said Renuka Nadkarni, Chief Product Officer at Aryaka. “Aryaka’s Unified SASE as a Service is the only solution that meets customers where they are, enabling them to modernize, optimize and transform their networking and security environments today and in the future.”

Aryaka’s new offer enables partners – agents, VARs and MSPs – to help business customers wherever they are on their journey to secure network access success. 

Partners can enable businesses to:

• Modernize legacy MPLS networks with agile and high-performance SD-WAN and secure remote access
• Optimize network security and performance for multicloud applications
• Transform network security with Aryaka’s Unified SASE as a Service

 

 

https://www.aryaka.com/

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Netnod deploys Adtran's optical pumping cesium atomic clock

 Netnod is leveraging Adtran's optical pumping cesium atomic clock technology to bring precise, reliable and assured timing to Sweden’s critical national infrastructure.

Netnod, which is the leading provider of internet exchange, DNS and time services in the Nordics, is integrating Oscilloquartz super ePRC  across six key timing centers nationwide. The deployment includes the coreSync OSA 3300-HP, which boasts higher frequency stability and lifespan that is twice as long as traditional magnetic clocks. 

"At Netnod, we’re committed to providing the market’s most advanced and reliable timing solutions. Our new Time Direct and Remote services, built on the latest timing standards and security protocols, underscore our leadership in this domain. The deployment of Adtran’s coreSync OSA 3300-HP is key for providing reliable, continuous timing for Sweden’s critical infrastructure. It enhances our NTP/PTP services and strengthens Sweden’s digital backbone for essential sectors, including 5G. It also provides the country with the benefits of highly precise synchronization resilient against GNSS vulnerabilities and enables us to deliver more valuable SLAs for our customers," said Karin Ahl, CEO of Netnod. "This upgrade is about securing the digital backbone of our nation against GNSS cyber threats, generating economic growth and reinforcing our commitment to maintaining Sweden as a leader in digital innovation and infrastructure resilience."

"Netnod is a major hub for ICT and multimedia, serving as the gateway to the Nordics’ global digital arena. Leveraging our coreSync™ OSA 3300, it’s fortifying Sweden’s critical national infrastructure, ensuring seamless operations and growth for internet service providers, content delivery networks and businesses in one of Europe’s most dynamic digital markets," commented Stuart Broome, GM of EMEA sales at Adtran.

https://www.adtran.com/en/newsroom/press-releases/20240311-netnod-bolsters-swedens-national-timing-infrastructure-with-adtran-oscilloquartz

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Digital Realty closes on $6.0 billion Green Bond

Digital Realty announced the full allocation of $6.0 billion in green bond, solidifying the company's spot as the largest US REIT issuer of green bonds. 

This marks the eighth bond allocation for Digital Realty since its first issuance in 2015. 

Digital Realty has significantly contributed to sustainability through its green bond offerings, financing over 130 global projects. These projects range from constructing certified sustainable data centers to initiatives in renewable energy and efficiency, collectively generating 2.8 million megawatt-hours of clean energy, saving 2.2 billion gallons of water, and reducing 2.9 million metric tonnes of carbon emissions annually. The company has established a green bond framework in line with the ICMA Green Bond Principles and GRESB Green Bond Guidelines, validated by third-party consultants, to ensure the integrity of its sustainability claims.

https://www.digitalrealty.com/

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BT highlights modernization efforts

BT is making significant moves to future-proof its operations and better serve its customers, say Kerry Small, COO of Product, in a blog posting. 

Here's a summary highlighting the major points of BT's modernization efforts:

• Digital Transformation at the Core: Emphasizes the importance of becoming a modern business that leverages technology to move away from old practices and towards newer, smarter ways of working, with the aim of future-proofing the business.
• Upgrading Core Platforms: Transitioning from legacy infrastructure to future-fit networks, including the creation of Global Fabric, a new international network, and achieving 100% UK business premises coverage by the All-IP portfolio.
• Adapting to the Digital World: Highlights the necessity for businesses, whether start-ups or multi-nationals, to evolve in order to keep pace with the digital era, which is critical for business survival and success.
• BT’s Dual Approach: Describes BT istransforming its own operations to demonstrate that businesses run better on BT.
• Simplification and Focus: Reducing product portfolio by over half, increasing digital sales channels for SMB by 40% year over year, and seeing growth in strategic products like secure SD-WAN cloud networking and security services.
• Strategic Partnerships: Partnering with industry leaders, such as becoming the first UK partner for Microsoft Teams Phone Mobile, to enhance collaborative and secure working experiences.

https://newsroom.bt.com/out-with-the-old-in-with-the-new--building-a-better-bt/

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Zayo adds ecurity Service Edge (SSE) capabilities

Zayo will offer Netskope’s Security Service Edge (SSE) capabilities to its Managed Edge portfolio to deliver  robust network protection and application performance from edge to core to cloud.

In addition, Zayo has enhanced its software-defined wide-area network (SD-WAN) with co-hosted gateways that provide a direct, private, and secure link into the cloud, legacy network infrastructure, and all locations. With these enhancements, Zayo’s Managed Edge provides a complete, co-managed, end-to-end networking solution with comprehensive connectivity, security, monitoring, and management.

https://www.zayo.com

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IDC: Ethernet Switch Revenues up 20.1% in 2023

The worldwide Ethernet switch revenues grew 20.1% year over year in 2023 to $44.2 billion, according to the International Data Corporation (IDC) Worldwide Quarterly Ethernet Switch Tracker and the Worldwide Quarterly Router Tracker. In the fourth quarter of 2023 (4Q23) the Ethernet switch market grew 0.8%. The total worldwide enterprise and service provider (SP) router market recorded $16.4 billion in revenue in 2023, a year-over-year decline of 0.4%. The router market also saw a year-over-year decline of 12.7% in 4Q23. 

"The worldwide Ethernet switch market was dynamic in 2023, driven by a variety of trends, in particular by the impact of AI," said Vijay Bhagavath, research vice president, Cloud and Datacenter Networks. "In the datacenter portion of the market, enterprises and service providers are building ever-faster Ethernet switch speeds to support rapidly maturing AI workloads. In the non-datacenter portion, Ethernet switch vendors are embedding AI capabilities in software management platforms to improve operations. Connectivity in general, and Ethernet switching in particular, are playing an increasingly critical role in supporting the era of AI everywhere."

Ethernet Swith highlights

• Datacenter Ethernet switch market revenues increased by 13.6% year over year in 2023 and by 4.4% in Q4 2023, representing 41.5% of the total market revenues.
• Revenues for 200/400 GbE switches in the datacenter segment surged by 68.9% throughout 2023 and by 14.8% from Q3 to Q4 2023.
• 100GbE switches, constituting 46.3% of the datacenter market's revenues, grew by 6.4% in 2023 but saw a sequential decline of 3.0% from Q3 to Q4 2023.
• ODM Direct sales in the datacenter segment increased by 16.2% year over year in 2023, accounting for 14.3% of the segment's annual revenues.
• The non-datacenter Ethernet switch market grew by 25.2% year over year in 2023, despite a 1.9% decrease in Q4 2023.
• The non-DC segment experienced growth due to improved component availability and the fulfillment of backlogged orders, although new product orders slowed in Q4 2023.
• Within the non-DC segment, 1GbE switches rose 24.2% in 2023 but fell by 7.0% in Q4, whereas 10GbE switches increased by 5.3% annually but dropped 6.1% in Q4 2023.
• Geographically, the U.S. Ethernet switch market grew 28.8% in 2023 and 3.8% in Q4 2023. Western Europe saw a 19.3% annual increase but a 6.9% decline in Q4. Central & Eastern Europe grew 20.7% annually but declined 1.6% in Q4. The market in the People's Republic of China decreased by 4.0% in 2023 but improved by 9.1% in Q4. The Asia/Pacific region (excluding Japan and China) grew 15.0% annually but declined 9.0% in Q4 2023.

Router Market Highlights

• The service provider segment, encompassing communications and cloud service providers, constituted 76.6% of the total router market, with a 1.4% revenue increase in 2023 but a 10.6% decrease in Q4 2023.
• The enterprise segment made up the remainder of the router market, experiencing a 6.1% decline in revenue for 2023 and an 18.6% decrease in Q4 2023.
• In the Americas, the combined service provider and enterprise router market saw a 2.0% increase in revenue for 2023 but an 18.0% decrease in Q4 2023.
• The Asia/Pacific region's router market experienced a 2.1% decline in revenue for 2023 and a 6.5% decrease in Q4 2023.
• In the Europe, Middle East & Africa (EMEA) region, the market saw a 1.7% decline in revenue for 2023 and a 13.6% decrease in Q4 2023.

Vendor Highlights

Cisco's Ethernet switch revenues increased 22.2% year over year in 2023 but declined 12.1% in 4Q23. Non-DC revenues made up 69.5% of Cisco's total Ethernet switch revenues in 2023 and rose 28.6% year over year for the full year but declined 12.8% in 4Q23. DC revenues made up the balance and rose 9.7% for the year but declined 10.6% in 4Q23. Cisco's total Ethernet switch share stood at 43.7% for the full year 2023. Cisco's combined service provider and enterprise router revenue rose 1.4% for the full year 2023, but declined 22.9% in 4Q23, giving the company a market share of 35.7% for 2023.

Arista Networks Ethernet switch revenues – 91.4% of which are in the DC segment – increased 35.2% in 2023 and rose 19.1% in 4Q23, giving the company 11.1% market share for full year 2023.

Huawei's total Ethernet switch revenue increased 10.6% in 2023 and 16.5% in 4Q23, giving the company market share of 9.4% for the full year 2023. The company's combined SP and enterprise router revenue rose 2.6% in 2023 and was up 0.9% in 4Q23, giving the company 29.2% market share for 2023.

HPE's Ethernet switch revenue – 89.6% of which are in the non-DC segment – increased 67.6% in 2023 and rose 50.8% in 4Q23, resulting in a market share of 9.4% for full year 2023.

H3C's Ethernet switch revenue declined 6.3% for the full year 2023, but rose 12.9% in 4Q23, giving the company full-year market share of 4.2%. In the combined service provider and enterprise routing market, H3C's revenues decreased 8.5% in 2023 and 9.8% in 4Q23, giving the company market share of 2.0% for 2023.

https://www.idc.com/getdoc.jsp?containerId=prUS51948824

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IDC: Enterprise WLAN sales dropped in Q4

The latest release of the International Data Corporation (IDC) Worldwide Quarterly Wireless LAN Tracker reports that the enterprise segment of the worldwide wireless local area network (WLAN) market saw revenues grow 7.6% year over year in 2023 to $10.8 billion, however, in the fourth quarter, enterprise customers deployed a record amount of product inventory, leading to a sharp decline of 25.5% compared to Q4 2022.

"2023 was a dynamic year in the enterprise WLAN market, driven by myriad factors including the effects of the supply chain disruptions, product backlogs, and the shipping of product inventory, combined with a fragile macroeconomic environment," said Brandon Butler, research manager, Enterprise Networks. "Nonetheless, WLAN remains a critically important technology for organizations across the globe as they build out a future connectedness strategy."

Some highlights from IDC:

Adoption of Wi-Fi 6E:

•     * Continued growth in 4Q23, expanding Wi-Fi use to the 6 GHz spectrum.
•     * In the enterprise sector, Wi-Fi 6E revenues grew 11.7% from Q3 to Q4 2023, representing 22.6% of dependent AP quarterly revenues and 10% of unit shipments.
•     * Wi-Fi 6 accounted for the majority of dependent AP revenues (72.8%) and unit shipments (77.5%), with Wi-Fi 5 making up the remainder.

Consumer WLAN Market in 2023:

• Declined 12.8% year over year for the full year.
•  Declined 14.5% in 4Q23.
•  Wi-Fi 6 constituted 64.1% of consumer market revenues; Wi-Fi 5 accounted for 26.5%.
•  Wi-Fi 6E adoption was low in the consumer segment, at 6.7% of revenues in 4Q23.

Enterprise WLAN Market by Region:

• United States: Increased 20.6% year over year for 2023 but declined 25.9% in 4Q23.
• Canada: Rose 14.5% for the full year but fell 32.3% in the fourth quarter.
• People's Republic of China: Declined 17.5% for the full year and 18.0% in 4Q23.
• Asia/Pacific (Excluding Japan & China): Declined 16.9% in the quarter but rose 6.2% for the full year.
• Europe, the Middle East & Africa (EMEA): Dropped 32.1% in the quarter but increased 1.6% for the full year.
• Latin America: Dropped 15.1% in 4Q23 but increased 25.1% for the full year.

Company Highlights

• Cisco's enterprise WLAN revenues declined 40.3% year over year in 4Q23, but rose 11.2% for the full year to $4.6 billion. The company's market share stood at 42.6% for the full year.
• HPE Aruba Networking revenues declined 21.6% year over year in 4Q23 and rose 7.0% for the full year, giving the company market share of 14.6% for 2023.
• Huawei enterprise WLAN revenues declined 0.4% in 4Q23, but rose 13.8% for the full year, giving the company market share of 8.0% for calendar year 2023.
• Ubiquiti enterprise WLAN revenues declined 11.3% in 4Q23 and declined 2.6% for the full year, giving the company market share of 6.1% in 2023.
• CommScope enterprise WLAN revenues declined 33.1% in 4Q23, but rose 23.3% for the full year, giving the company market share of 4.4% in 2023.
• Juniper Networks enterprise WLAN revenues increased 13.2% year over year in 4Q23 and rose 26.6% for the full year, giving the company market was of 4.1% for the full year.

https://www.idc.com/getdoc.jsp?containerId=prUS51945024

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Crehan: Server-class Ethernet NIC revenue tops $6B in 2023

During calendar-year 2023, data center customers invested significantly in server and storage networking, which drove total annual server-class Ethernet NIC market revenues to $6 billion, according to a recent report from Crehan Research. 

Spending on accelerated networking was particularly strong, resulting in SmartNIC revenue – including DPUs and IPUs – surpassing foundational/performance NIC revenue during the year and now comprising more than half of the total revenue.

“Although foundational/performance NICs still account for most of the server-class Ethernet NIC shipments, broader adoption of SmartNICs coupled with their higher average selling price pushed these products to account for a majority of the total server-class Ethernet NIC market revenue,” said Seamus Crehan, president of Crehan Research.

Crehan also reported that the SmartNIC revenue increase was much stronger for merchant-built SmartNICs, as opposed to the self-built proprietary SmartNICs that were the early driver of growth in this market. “Even before generative AI arrived, data center networking customers – especially the larger cloud service providers – were significantly deploying SmartNICs to offload, secure and accelerate the increased volume and complexity of their server and storage networking traffic," Crehan said.

https://crehanresearch.com/

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Marvell reports Q4 sales of $1.427B, demand for AI data centers

Marvell Technology reported net revenue of $1.427 billion for its fourth fiscal quarter ended February 3, 2024, above the mid-point of the company's guidance provided on November 30, 2023. GAAP net loss for the fourth quarter of fiscal 2024 was $(392.7) million, or $(0.45) per diluted share. Non-GAAP net income for the fourth quarter of fiscal 2024 was $401.6 million, or $0.46 per diluted share. Cash flows from operations for the fourth quarter was $546.6 million.

Net revenue for fiscal 2024 was $5.508 billion. GAAP net loss for fiscal 2024 was $(933.4) million, or $(1.08) per diluted share. Non-GAAP net income for fiscal 2024 was $1.310 billion, or $1.51 per diluted share.

Revenue by category

• Data center $765.3 million
• Enterprise Networking $265.0 million
• Carrier Infrastructure $170.0 million
• Consumer $143.9 million
• Automotive/industrial $82.3 million

"Marvell delivered fourth quarter fiscal 2024 revenue of $1.427 billion, above the mid-point of guidance. AI drove strong growth in our data center end market revenue which increased 38% sequentially and 54% year-over-year. As a critical enabler of accelerated infrastructure for AI, Marvell is well positioned to capitalize on this massive technology inflection, which continues to gain momentum," said Matt Murphy, Marvell's Chairman and CEO. 

"In the first quarter of fiscal 2025, we expect continued sequential growth in our data center revenue with initial shipments of our cloud optimized silicon programs for AI complementing our electro-optics franchise. While we are forecasting soft demand impacting consumer, carrier infrastructure, and enterprise networking in the near term, we expect revenue declines in these end markets to be behind us after the first quarter, and project a recovery in the second half of the fiscal year."

https://investor.marvell.com/

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Broadcom reports revenue of $11.9B, demand for data center networks

 Broadcom reported revenue of $11,961 million for its first quarter, ended February 4, 2024, up 34 percent from the prior year period and up 11% from the prior year period when excluding the contribution of VMware.  GAAP net income was $1,325 million for the first quarter and GAAP diluted EPS was $2.84. Non-GAAP net income was $5,254 million for the first quarter and Non-GAAP diluted EPS was $10.99.

"We are pleased to have two strong drivers of revenue growth for Broadcom in the first quarter and fiscal year 2024. First, our acquisition of VMware is accelerating revenue growth in our infrastructure software segment, as customers deploy VMware Cloud Foundation. Second, strong demand for our networking products in AI data centers, as well as custom AI accelerators from hyperscalers, are driving growth in our semiconductor segment," said Hock Tan, President and CEO of Broadcom Inc. "We reiterate our fiscal year 2024 guidance for consolidated revenue of $50 billion and adjusted EBITDA of $30 billion."

"Consolidated revenue grew 34% year-over-year to $12.0 billion, including the contribution from VMware, and was up 11% year-over-year, excluding VMware. Adjusted EBITDA increased 26% year-over-year to $7.2 billion," said Kirsten Spears, CFO of Broadcom Inc. "Free cash flow, excluding restructuring in the quarter, continued to be strong at $5.4 billion. We have started to pay down debt, beginning with $3 billion to date in 2024, and expect to continue to pay down debt in fiscal year 2024."

https://investors.broadcom.com

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