Dell’Oro Group: Telecom equipment market advances in 1Q-2021; Top 7 vendors control 80% of the market

Preliminary estimates from Dell’Oro Group suggests the overall telecom equipment marketBroadband Access, Microwave & Optical Transport, Mobile Core & Radio Access Network, SP Router & Switch – started the year on a high note, advancing 15% year-over-year (Y/Y) in the 1st quarter of 2021, reflecting positive activity in multiple segments and regions, lighter comparisons, and a weaker US Dollar (USD).

The analysis contained in these reports suggests the collective global share of the leading suppliers remained relatively stable between 2020 and 1Q2021, with the top seven vendors comprising around ~80% of the total market. Not surprisingly, Huawei maintained its leading position. However, the gap between Nokia and Ericsson, which was around 5 percentage points back in 2015, continued to shrink and was essentially eliminated in the quarter. In addition, Samsung passed Ciena in the quarter to become the #6 supplier.

Excluding North America, we estimate Huawei’s revenue share was about 36% in the quarter, nearly the same as the combined share of Nokia, Ericsson, and ZTE.

Additional key takeaways from the 1Q2021 reporting period include:

  • Following three consecutive years of growth between 2018 and 2020, preliminary readings suggest the positive momentum that characterized the overall telco market in much of 2020 extended into the first quarter, underpinned by double-digit growth on a Y/Y basis in both wireless and wireline technologies including Broadband Access, Microwave Transport, Mobile Core Network, RAN, and SP Router & Switch.
  • In addition to easier comparisons due to poor market conditions in 1Q20 as a result of supply chain disruptions impacting some segments, positive developments in the North America and Asia Pacific regions, both of which recorded growth in excess of 15% Y/Y during the first quarter, helped to explain the output acceleration in the first quarter.
  • Aggregate gains in the North America region were driven by double-digit expansion in Broadband AccessRAN, and SP Routers & Switch.
  • The results in the quarter surprised on the upside by about 2%, underpinned by stronger than expected activity in multiple technology domains including Broadband Access, Microwave Transport, RAN, and SP Routers & Switch.
  • The shift from 4G to 5G continued to accelerate at a torrid pace, impacting not just RAN investments but is also spurring operators to upgrade their core and transport networks.
  • At a high level, the suppliers did not report any material impact from the ongoing supply chain shortages in the first quarter. At the same time, multiple vendors did indicate that the visibility going into the second half is more limited.
  • Overall, the Dell’Oro analyst team is adjusting the aggregate forecast upward and now project the total telecom equipment market to advance 5% to 10% in 2021, up from 3% to 5% with the previous forecast.

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In a separate report, the Dell’Oro Group says the worldwide Service Provider Router and Switch market surged with a double-digit revenue increase in 1Q 2021. The market growth reflected the recovery from supply chain disruptions that occurred in the initial stages of the COVID-19 pandemic during the first quarter of 2020.
“The market has returned to pre-pandemic levels, and we saw the strongest rebound in North America, followed by Europe and parts of the Asia Pacific region,” said Shin Umeda, Vice President at Dell’Oro Group. “Service providers are proceeding with the critical network technology upgrades that were delayed last year, and that bodes well for the remainder of this year,” added Umeda.
Additional highlights from the 1Q 2021 Service Provider Router and Switch Report:
  • Cisco was the top-ranked vendor for market share, followed by Huawei, Nokia, and Juniper.
  • The SP Router and Switch market is forecasted to grow at a mid-single-digit rate in 2021.
  • The adoption of 400 Gbps technologies is expected to drive double-digit growth for the SP Core Router market in 2021.
The Dell’Oro Group Service Provider Router and Switch Quarterly Report offers complete, in-depth coverage of the Service Provider Router and Switch market for future current and historical periods. The report includes qualitative analysis and detailed statistics for manufacture revenue by regions, customer types, and use cases, average selling prices, and unit and port shipments. To purchase these reports, please contact us by email at [email protected].
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A recent Broadband Access and Home Networking 1st Q-2021 report by Dell’Oro Group stated that the total global revenue for the Broadband Access equipment market increased to $3.3B in 1st Quarter, up 18 percent year-over-year (YoY).  The growth was driven by strong fiber infrastructure investments such as PON (Passive Optical Network) OLT (Optical Line Terminal) ports, particularly 10 Gbps PON technologies.
References:

Bharti Airtel’s 5G trial network goes live in Gurgaon’s Cyber Hub

Bharti Airtel’s 5G trial network has gone live in Gurgaon’s Cyber Hub [1.] in the Millennium city, sources familiar with the matter said. The site is operating in the 3500 MHz band using Ericsson’s 5G network equipment as per DoT guidelines and is delivering a throughput of over 1 Gbps.

Note 1Gurgaon is a city located in the northern Indian state of Haryana. It is situated near the DelhiHaryana border, about 30 kilometers (~19 miles) southwest of the national capital New Delhi and 268 km (167 mi) south of Chandigarh, the state capital. It is one of the major satellite cities of Delhi and is part of the National Capital Region of India.

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Airtel is currently working with Oppo, OnePlus, Vivo, Realme and Apple to test its 5G trial network, sources told ETTelecom.  A 5G trial network will go live in Mumbai in the coming days.

The Department of Telecommunications (DoT) had recently allocated 5G trial spectrum in the 700 Mhz, 3.5 Ghz and 26 Ghz bands to Airtel, Reliance Jio and Vodafone Idea (Vi) to develop India-relevant use cases on the next-gen fast wireless broadband technology.

Airtel has been allotted 5G trial spectrum in 3500 MHz, 28 GHz and 700 MHz in Delhi/NCR, Mumbai, Kolkata and Bengaluru (aka Bangalore). Earlier this year, Airtel became the first telco in India to test 5G over a live network using liberalized spectrum in 1800 MHz band.

Allotment of 5G trial spectrum is particularly crucial for Jio and Airtel, who already have 5G-ready networks and have recently bulked up on crucial airwaves in the recent auction to cater to the surge in data usage amid Covid and also future-proof themselves ahead of 5G rollouts.

Airtel and Vodafone Idea had opted for Finland’s Nokia and Sweden’s Ericsson while BSNL plans to partner state-run Centre for Development of Telematics (C-DoT). Jio had named Samsung, Nokia and Ericsson besides applying to trial its own technology.

Both Jio and Airtel have already claimed their end-to-end readiness to launch commercial 5G services in the country shortly after the availability of “adequate” spectrum.

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In January, Airtel became the first telco to successfully demonstrate live 5G service over a commercial network in Hyderabad in the 1800 MHz band through the NSA (Non-Stand Alone) network technology.

Airtel in the past has noted that 5G will be capable of delivering 10x speeds, 10x latency and 100x concurrency when compared to existing technologies. It noted that in Hyderabad, users were able to download a full-length movie in a matter of seconds on a 5G phone, a demonstration that has underlined the company’s technology capabilities. The full impact of the 5G experience, however, will be available to Airtel’s customers, when an adequate spectrum is available and government approvals are received. Users will not be required to switch SIM cards when the network is available for them.

References:

https://telecom.economictimes.indiatimes.com/news/airtels-mid-band-5g-trial-network-live-in-gurgaons-cyber-hub/83502175

https://www.indiatoday.in/technology/news/story/airtel-5g-network-trial-goes-live-in-gurgaon-shows-1gbps-download-speed-1814649-2021-06-14#

 

 

 

Samsung & NEC selected by Vodafone for Open RAN deployment

Vodafone has selected its Open RAN vendors: Dell, Samsung, NEC, Wind River, Keysight Technologies and Capgemini Engineering will jointly develop the first Open Radio Access Network  commercial deployment in Europe.  This is important because Vodafone will now be a “brownfield” telco vs greenfield telcos like Rakuten Mobile and Dish Network that are building 4G/5G Open RANs.

Furthermore, established telecom vendors Samsung and NEC beat competition from Altiostar, Mavenir and Parallel Wireless, the U.S. firms that have been involved in other open RAN deployments.

Wind River is providing the cloud software infrastructure for orchestration, while Keysight and Capgemini – the only European supplier in the mix – look after conformance and interoperability testing to make sure the set-up actually works.

The partnership will initially focus on the 2,500 UK sites that Vodafone committed to Open RAN in autumn 2020. One of the largest Open RAN deployments worldwide, this will be built in partnership with Samsung, NEC, Dell and Wind River. Vodafone will also use new radio equipment through the Evenstar program, with Keysight and Capgemini providing supports for network component interoperability.

Starting in 2021, the vendors and Vodafone will work to increase 4G/5G coverage to more rural areas across the SW of England and most of Wales, before turning to urban areas in a later stage. Vodafone is also working to deploy Open RAN technology in Africa and other markets across Europe. This announcement builds on the group’s new Open RAN lab in Newbury, UK, and planned digital skills hubs in Dresden (Germany) and Malaga (Spain).

Johan Wibergh, Vodafone Chief Technology Officer, said: “Open RAN provides huge advantages for customers. Our network will become highly programmable and automated meaning we can release new features simultaneously across multiple sites, add or direct capacity more quickly, resolve outages instantly and provide businesses with on-demand connectivity.”

“Open RAN is also reinvigorating our industry. It will boost the digital economy by stimulating greater tech innovation from a wider pool of vendors, bringing much needed diversity to the supply chain.”

“Samsung performed well on TIP evaluations they talked about a year and a half ago and so in that sense it is not a surprise,” says Gabriel Brown, a principal analyst with Heavy Reading, a sister company to Light Reading. “Samsung is taking advantage of open RAN to extend its reach.”

“This partnership represents a major breakthrough for Samsung and a strong validation for its 5G RAN portfolio,” said Richard Webb, an analyst with CCS Insight, in emailed comments. “This contract win adds to its credibility and could be a signal for other European operators to consider Samsung as an option.”

Samsung has built its open RAN software on top of Intel’s FlexRAN platform, Light Reading was able to confirm with Vodafone. Asked if that would preclude the use of Arm-based processors in future, the operator insisted open RAN’s flexibility would allow software to evolve as desired.

Heavy Reading’s Brown thinks NEC would have been a natural choice as a supplier of radio units because the Japanese market has already taken advantage of open fronthaul capability. “They have been using radios and baseband from different vendors for a long time and are world leaders in this,” he says. “NEC and Fujitsu have been working in that area for some time.”

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Vodafone Statement:

Vodafone is working with other operators to lower the entry barriers for smaller vendors and startups. Recently published Open RAN technical requirements by Vodafone and other telecommunications companies will provide a blueprint to help expedite the development of new products and services based on industry specifications from the O-RAN Alliance (of which Vodafone is a member) and eventually (????) ETSI standards (from the European Telecommunications Standards Institute), always compatible with 3GPP (which does not have ANY Open RAN projects at this time).

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References:

https://www.vodafone.com/news/press-release/vodafone-europe-first-commercial-open-ran-network

https://www.lightreading.com/open-ran/samsung-beats-euro-us-rivals-to-land-vodafone-uk-open-ran-deal/d/d-id/770173?

 

Dell’Oro: Broadband Access equipment spending increased 18% YoY

A newly published Broadband Access and Home Networking 1stQ2021 report by Dell’Oro Group stated that the total global revenue for the Broadband Access equipment market increased to $3.3B in 1st Quarter, up 18 percent year-over-year (YoY).  The growth was driven by strong fiber infrastructure investments such as PON (Passive Optical Network) OLT (Optical Line Terminal) ports, particularly 10 Gbps PON technologies.

XGS-PON revenue jumped 500% year-on-year to about $200 million, reflecting several quarters of steady growth as fiber players up their game in anticipation of competition from cable operators deploying DOCSIS 4.0.

“The shift to 10 Gbps PON technologies is happening quickly and on a global basis,” noted Jeff Heynen, Vice President, Broadband Access and Home Networking at Dell’Oro Group. “The only thing preventing further expansions are supply chain constraints and increased costs,” Heynen explained.
“You can see the trajectory. It’s very clear that operators, if they’re deploying new fiber networks, in a lot of cases they’re doing so starting off with 10-gig. And even those that are beginning the process of upgrading from the first-generation GPON technologies they’re also doing so with XGS,” Heynen said. “This trend was accelerated by the Covid-19 pandemic,” he added.
“I think what has happened among operators, particularly in North America, is that they’re starting to realize that if we deploy more fiber and we do so with multi-gigabit capabilities then we’re putting ourselves in a position to anticipate and at least already be competitive with that DOCSIS 4.0 rollout.”
Additional highlights from the 1Q 2021 Broadband Access and Home Networking quarterly report:
  • Total broadband access equipment revenue was down 6 percent from the record revenue of 4Q 2020.
  • Total cable access concentrator revenue (a category that includes DOCSIS infrastructure elements such as converged cable access platform cores and chassis, virtual CCAP licensing and DAA nodes and modules) increased 15 percent YoY to $243 M.
  • Though DOCSIS license purchases were down, new hardware purchases in the form of CCAP chassis, line cards, and DAA nodes and modules helped push revenue higher.
  • CommScope led the cable access concentrator market with about 40% of revenues in Q1 2021, followed by Cisco (16%), Harmonic (16%) and Casa Systems (15%).
  • 80% of DOCSIS modems shipped in Q1 2021 were of the DOCSIS 3.1 variety.
  • Revenue from purchases of remote-PHY and remote MAC-PHY equipment were up 66% from Q4 2020, which can be interpreted as a sign that cable operators are resuming long-term projects that were put on hold during the height of the pandemic last year.
  • Total DSL Access Concentrator revenue was down 30 percent YoY, driven by slower port shipments worldwide as more operators shift their spending to fiber.
  • Total PON ONT (Optical Network Terminal which is CPE) revenue was down quarter over quarter, but unit shipments remained above 30M globally for the second straight quarter.

About the Report

The Dell’Oro Group Broadband Access and Home Networking Quarterly Report provides a complete overview of the Broadband Access market with tables covering manufacturers’ revenue, average selling prices, and port/unit shipments for Cable, DSL, and PON equipment. Covered equipment includes Converged Cable Access Platforms (CCAP) and Distributed Access Architectures (DAA); Digital Subscriber Line Access Multiplexers ([DSLAMs] by technology ADSL/ADSL2+, G.SHDSL, VDSL, VDSL Profile 35b, and G.FAST); PON Optical Line Terminals (OLTs), Cable, DSL, and PON CPE (Customer Premises Equipment); and SOHO WLAN Equipment, including Mesh Routers. For more information about the report, please contact [email protected]

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Long term, MoffetNathanson analysts forecast cable operators (MSOs) having a 50% broadband share in the markets where they compete with FTTH—significantly less than cable’s 85% market share against VDSL and 95% market share against DSL.

References:

https://www.prnewswire.com/news-releases/continued-strong-fiber-investments-push-result-in-18-percent-yy-growth-in-broadband-equipment-spending-according-to-delloro-group-301310595.html

Will Cable Broadband Market Share Decline as Telcos Deploy Fiber?

 

Google & Subcom to build Firmina cable connecting U.S. and South America

Cable maker/installer SubCom said it has teamed up with Google to build and deploy a new undersea cable connecting North and South America. The cable, named ‘Firmina’ after Brazilian abolitionist and author Maria Firmina dos Reis, will run from the East Coast of the United States to Las Toninas in Argentina, with additional landings in Praia Grande, Brazil and Punta del Este, Uruguay. Designed as a twelve-fiber pair trunk, Firmina will be Google’s second proprietary U.S. to South America cable designed to improve access to the company’s services for users in the region.

SubCom said Firmina will be the world’s longest cable capable of maintaining operations with single-end feed power, in the event of a far-end fault. Manufacture of the cable and equipment will take place at SubCom’s recently-expanded manufacturing campus in Newington during 2021 and early 2022, with main lay installation operations scheduled for summer 2022. The system is expected to be ready for service by the end of 2023.

In a blogpost, Google Cloud’s vice-president of global networking, Bikash Koley, said:

“As people and businesses have come to depend on digital services for many aspects of their lives, Firmina will improve access to Google services for users in South America. With 12 fiber pairs, the cable will carry traffic quickly and securely between North and South America, giving users fast, low-latency access to Google products such as Search, Gmail and YouTube, as well as Google Cloud services.

Connecting North to South America, the cable will be the longest ever to feature single-end power feeding capability. Achieving this record-breaking, highly resilient design is accomplished by supplying the cable with a voltage 20pc higher than with previous systems.”

SubCom’s CEO, David Coughlan, said the partnership with Google will “supply a high-speed, high-capacity undersea cable system that will encompass some of the most advanced transmission technologies in the world.”

Source: Google

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Firmina will join other Google cables in the region, including the 10,500 kilometer Monet system running from Boca Raton in the US to Fortaleza and Praia Grande in Brazil, the Tannat (Brazil-Uruguay) cable and the Junior cable connecting Rio de Janeiro to Santos in Brazil.

Google is also working with fellow tech giant Facebook on two new subsea cables that will connect North America and south-east Asia.

This came after another Google-Facebook subsea cable was blocked. Plans for the Pacific Light Cable Network were cancelled late last year due concerns from the U.S. government about direct communications links between the U.S. and Hong Kong.

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About SubCom:

SubCom is the leading global partner for today’s undersea data transport requirements.
SubCom designs, manufactures, deploys, maintains, and operates the industry’s most reliable
fiber optic cable networks. Its flexible solutions include repeaterless to ultra-long-haul, offshore
oil and gas, scientific applications, and marine services. SubCom brings end-to-end network
knowledge and global experience to support on-time delivery and meet the needs of customers
worldwide. To date, the company has deployed over 200 networks – enough undersea cable to
circle Earth more than 17 times at the equator.

Mobile Optical Pluggables (MOPA) Technical Whitepaper

Nokia, Ericsson, II-VI, Lumentum and Sumitomo Electric published a joint technical paper making the case for reducing the wide choice of Mobile Optical Pluggables (MOPA) used to connect cell sites to fiber optic networks. The co-authors of the paper have recommended predefined optical blueprints that help operators speed up time to market using a common list of optical pluggable modules in a market worth $500 million per year.

Optical pluggables are defined as front-panel pluggable optical transceivers in popular form factors like SFP+, SFP28, QSFP28, etc. and the Blueprints are intended as global solutions, i.e., as generic as possible to cover a wide range of network scenarios.

The first-time joint industry initiative, published in time for the Optical Networking and Communication Conference & Exhibition, lays out a set of Mobile Optical Blueprints which describe the most optimized optical pluggable modules and passive optical components. Recommendations include optical characteristics such as data rates, reach, power, wavelengths as well as mechanical characteristics such as form factor, heat dissipation and operational temperature.

Ian Redpath, Practice Leader, Transport Networks and Components at Omdia said:  “In a 5G world, optical pluggables will be utilized to connect cell sites to the network core. Network operators are currently challenged with assessing many pluggable variations, increasing their qualification work load and slowing time to deploy. MOPA will streamline efforts for the connectivity community, enabling cost reductions and reducing time to deploy.”

Stefaan Vanhastel, CTO Nokia Fixed Networks said: “Fiber is a critical component of 5G rollouts and provides unmatched capacity for 5G transport. A clear overview of available optics strategies makes it easier to design and deploy 5G networks. We are pleased to be joining forces with Ericsson, II-VI, Lumentum and Sumitomo Electric on this vital initiative which will make the choice for fiber even more compelling in the transport domain.”

References:

https://www.nokia.com/about-us/news/releases/2021/06/08/nokia-and-industry-colleagues-seek-simplification-of-optics-market-to-accelerate-5g/

https://onestore.nokia.com/asset/210585

Mobile Optical Pluggables (MOPA) Technical Paper, June 8, 2021
 

Verizon Exec on 4G/5G fiber backhaul, One Fiber initiative and 5G at Home

SourceVerizon Communications Inc. at Wells Fargo Virtual Media & Telco Day: 5G & Streaming & Beyond on June 07, 2021 TRANSCRIPT /

Verizon Executive VP and CTO Kyle Malady stated:  Right now we have about 1/3 of our cell sites and small cells on our own fiber asset (backhaul). And I think that’s — we like the owner’s economics of that. We also like the control of the network because we can maintain quality and reliability.

Wells Fargo Question:

Let’s talk about Verizon’s One Fiber project, where you’re building in more than 60 cities. Has that continued at its pace that it was at last year? Has it slowed down at all? And at what point is most of the network core already built and you’ve really flipped to more kind of success-based fiber CapEx once you get beyond the core build?

Kyle Malady’s Answer:

We’re getting there on the core build. I’d say maybe 80% there roughly. And now it’s more connecting in a lot of markets. It’s more connecting the cell sites into it and making what we call laterals. So building the fiber laterals to cell sites or what have you and connecting back to the core. So we got two or three more years left on our fiber build here. And then primarily, it will be just success-based builds.

Verizon launched its One Fiber initiative in 2016, unifying its fiber planning and purchasing for both wireless and wireline into a single program. It initially announced a six-year, $300 million project in Boston, eventually outlining ambitions to add fiber to more than 60 markets outside of its ILEC footprint.

Speaking in May 2019 during the Wireless Infrastructure Association’s Connectivity Expo, Verizon SVP Adam Koeppe said:

We’ve made a conscious effort to really pair our wireless engineering with a fiber engineering process and what that’s allowed us to do is pursue over 60 markets around the country. We’re going to actually be building fiber into the footprint and, you know, truthfully, serving our own needs if you will from a frontal and backhaul perspective. That’s a very integrated engineering process that creates tremendous synergy on our end and allows for very rapid deployment.

Regarding Verizon’s 5G Home (fixed wireless access or FWA) expansion, Malady said:

Now that we have millimeter wave and C-Band spectrum, I feel confident that we can do this. And I feel confident we can do this in a good way, a way that is consistent with the quality people have come to rely on Verizon for. So we’re going to engineer this right. We have enough spectrum to do it. And I’m excited about the possibilities for us from a — meeting customers where they want to be. And without this millimeter wave and C-Band, we couldn’t have been able to support this kind of use case.

Besides the consumer market for 5G Home, SMB seems to be kind of a no-brainer. If we make it easy to use, if we make it easy to buy and set up and utilize, people will probably figure out ways to use that we haven’t even thought of yet. So I do think it’s something that will be used across the board. You could use it (5G Home) at Wells Fargo. You could use them in ATMs. You can use the service for a whole host of things, if you make — if it’s easier to use, more reliable, good price point. So if the value is there, I think people will use it no matter kind of — no matter what segment of the economy they are in. So — but obviously, we’re a heavy Consumer company, and that’s where we’re going to start.

Malady added he expects Verizon’s fiber experience to give it a competitive edge in the FWA arms race with rivals like T-Mobile. “Having been in the FiOS game for a long time we understand what works, what doesn’t work, how to set things up, the customer support, all the different angles. So I do believe that having experience with FiOS is absolutely going to translate over to what we do with 5G Home.”

References:

Verizon Communications Inc. at Wells Fargo Virtual Media & Telco Day: 5G & Streaming & Beyond on June 07, 2021 / 1:30PM

For fiber and small cells, Verizon follows an ‘integrated engineering process’ (rcrwireless.com)

Verizon’s ‘One Fiber’ Scam for 5G Wireless: Did Verizon Fool the Public and Investors? | by bruce kushnick | Medium

 

Qualcomm introduces 7 new chips to power IoT installations

Qualcomm has released a new range of cellular connectivity modules for IoT devices. The seven new products range from entry-level to premium tier to expand access to a variety of industrial and commercial applications, including transportation and logistics, warehousing, video collaboration, smart cameras, retail and healthcare.

Qualcomm’s senior director of product management Nagaraju Naik said that the new chips are a comprehensive offering from entry-level to high-end products that meet the needs of a broad range of IoT solutions.  Naik said that the high-end chips in particular will support video collaboration with support for high-resolution cameras and image signal processing for electronic pan, tilt and zoom actions.

“Within the Internet of Things ecosystem, there are a variety of segments going through digital transformation, whether its retail or warehouse management or the shipping industry.  Collaboration is yet another significant segment. These products that we’re introducing are going to enable a lot of those applications,” Naik said.

“Smart cart is actually bringing the point-of-sale experience or the checkout experience into the cart.  So, you have cameras that can detect what (merchandise) is being picked by the consumer, and then right on the cart you have point-of-sale ability.   Companies need highly capable cameras and AI compute capability and connectivity to provide these services,” Naik added.

The chips can support a variety of activities, according to the company, including:

  • Integrated connectivity
  • Sensor fusion
  • Person identification and detection
  • Object detection
  • Edge interaction
  • Activity analysis
  • Personalization

Naik said the chips also can support modern warehouse management from inventory management to package delivery to driver safety and productivity. In a warehouse environment, the entry-level chip can power the handheld device for managing inventory while the high-end chip can run the robot that pulls items.  “All of these scenarios can be supported with the family of products we are introducing today,” Naik said.

Qualcomm also has promised extended life hardware and software options for a minimum of eight years for the new products. All of the new chips are available now except the QCM 6490.

The Qualcomm QCS8250 is the premium-tier offering, optimized to enable maximum performance at the greatest power efficiency possible for intensive AI at the edge. It comes with support for Wi-Fi 6 and 5G, with the Qualcomm Kryo 585 CPU architecture, latest Qualcomm AI Engine and an image signal processor to support up to 7 concurrent cameras with 4K resolution at 120 frames per second. The new Neural Processing Unit supports AI and machine learning for products such as smart cameras, video collaboration, AI hubs, connected healthcare and smart retail.

The next tier is the Qualcomm QCS6490 and QCM6490, also with global 5G connectivity and Wi-Fi 6E, and available from the second half of this year. These come with the Kryo 670 CPU architecture targeting industrial and commercial IoT applications such as transportation, warehousing, connected healthcare, logistics management and POS kiosks. The models can support triple ISPs and advanced edge-AI based on the 6th generation Qualcomm AI Engine.

The Qualcomm QCS4290 and QCM4290 are aimed at mid-tier devices, running the Kryo 260 CPU and 3rd generation Qualcomm AI Engine. This platform supports LTE Cat13 and is ready for upgrade to Wi-Fi 6.

For the entry-level market, the company has the Qualcomm QCS2290 and QCM2290 with LTE connectivity and memory support for low power consumption. Equipped with the Cortex A53 CPU architecture, this cost-effective solution is aimed at retail point-of-sale, industrial handheld, tracking and camera applications.

Customers supporting the new modules include Arrow Electronics, Zebra, Amtran, EInfoChips, Honeywell, Fibocom, Lanotronix and Quectel.

References:

https://www.techrepublic.com/article/qualcomm-adds-7-new-chips-to-power-iot-installations-in-retail-warehouse-and-manufacturing-sectors/

https://www.sandiegouniontribune.com/business/story/2021-06-11/qualcomm-doubles-down-on-internet-of-things-as-pandemic-accelerates-digital-transformation

Viasat realizes major milestone for its global satellite broadband plan

Viasat Inc. today announced the first satellite in its ViaSat-3 global constellation has reached a major milestone with completion of payload integration and performance testing, and shipment to the Boeing Satellite Systems facility in El Segundo, Calif.   That satellite constellation will serve the Americas and the surrounding oceans regions. Launch is targeted for early calendar year 2022.

“This is an incredibly exciting time for Viasat as the first of the three high-powered ViaSat-3 satellites in our global constellation enters the final stages of production,” said Dave Ryan, president, Viasat Space & Commercial Networks. “Once complete, we will be ready to put the world’s highest-capacity single satellite into geostationary orbit to serve the world by delivering broadband to the hardest-to-reach areas anywhere — on the ground, in the air and at sea.”

Each ViaSat-3 satellite is expected to generate over 20kW of payload power, making it among the highest-power commercial satellites ever built. Just three of these satellites will cover nearly the entire globe, and are expected to deliver over 3,000 Gigabits per second (Gbps) of capacity — or 3 Terabits per second (Tbps) total — for 15 years or more.

The ViaSat-3 constellation is anticipated to have roughly eight times more capacity than Viasat’s current fleet combined. Vast amounts of bandwidth are needed to address increased demand for high speed internet access — particularly in the video streaming realm. ViaSat-3 represents a major advancement in Viasat’s mission to extend broadband internet service to the many places around the world that don’t have it.

Ryan added, “While the payload was assembled at Viasat’s Tempe, AZ facility, the effort was company-wide. From Tempe, to the antenna expertise in Duluth (GA), to Germantown (MD) for their software and systems engineering know-how and other offices around the world from Chennai, India to Lausanne, Switzerland as well as at our Carlsbad headquarters, all of these teams worked together to come up with a totally unique way to not only build this spacecraft, but to test it in record time.”

Viasat plans to launch and operate two more ViaSat-3 satellites that will serve Europe, the Middle East and Africa (EMEA) and the Asia Pacific (APAC) regions. The ViaSat-3 EMEA payload is expected to be delivered to Boeing in the latter part of the company’s fiscal 2022.  That will help Viasat push ahead with plans for a new set of satellites that have been slowed by the pandemic.

“I can’t predict that there won’t be any other COVID impacts,” Rick Baldridge, Viasat’s president and CEO, said on the company’s recent fiscal Q4 2021 earnings call regarding the ViaSat-3 program, noting that the second payload (for the EMEA) region is running about six months behind the first payload for the Americas. “It has definitely hit us pretty hard this last year on that payload.”

Together, the trio of ViaSat-3 satellites is expected to deliver more than 3 Tbit/s of capacity over an anticipated lifespan of at least 15 years. The ViaSat-3 constellation is expected to support about eight times more capacity than Viasat’s current satellite broadband fleet combined, the company said.

That will also be coming together amid a race to deliver satellite broadband services on a global scale. SpaceX’s Starlink service, still in beta, is progressing with a plan to launch and operate thousands of low-Earth orbit (LEO) satellites.

Last month, Viasat asked the FCC to stay an April 27 order granting SpaceX’s application to modify its LEO system until a court reviews Viasat’s request for an environmental review of Starlink’s expanding constellation of broadband satellites.

“The Commission has violated the National Environmental Policy Act (NEPA) by failing even to assess the environmental impact of both deploying thousands of satellites into low-Earth orbit (LEO) and then having those satellites ultimately disintegrate into the atmosphere,” Viasat argued in its filing. “Because the Order will allow SpaceX to cause immediate and irreparable harm to Viasat and the public at large, the Commission should stay the Order until judicial review is complete.”

About Viasat:

Viasat is a global communications company that believes everyone and everything in the world can be connected. For 35 years, Viasat has helped shape how consumers, businesses, governments and militaries around the world communicate. Today, the Company is developing the ultimate global communications network to power high-quality, secure, affordable, fast connections to impact people’s lives anywhere they are—on the ground, in the air or at sea. To learn more about Viasat, visit: www.viasat.com, go to Viasat’s Corporate Blog, or follow the Company on social media at: FacebookInstagramLinkedInTwitter or YouTube.

References:

https://www.prnewswire.com/news-releases/viasats-first-viasat-3-satellite-achieves-major-milestone-viasat-3-americas-currently-at-boeing-undergoing-final-spacecraft-integration-and-testing-in-preparation-for-launch-301306532.html

https://www.lightreading.com/satellite/viasats-pushes-ahead-with-global-satellite-broadband-plan-/a/d-id/770045?

 

NeoPhotonics CFP2-DCO Module Transmission of 400Gbps over 1500 km

Optical components maker NeoPhotonics said it was able to transmit data at 400 Gbps over a distance of 1500 km, using its Multi-Rate CFP2-DCO coherent pluggable transceivers, in a 75 GHz-spaced DWDM network.

The demonstration was done in NeoPhotonics Transmission System Testbed using production modules with enhanced firmware and 19 in-line erbium-doped fiber amplifiers (EDFA).

To achieve 1,500 km reach and a 400G data rate, the modules were operated at 69 Gbaud using 16 QAM modulation. NeoPhotonics added that the modules each consumed considerably less electrical power than line card systems operating at comparable data rates and distances. These 400G CFP2-DCO coherent pluggable transceiver modules use NeoPhotonics Indium Phosphide-based coherent components, along with its ultra-narrow linewidth tunable laser. These components include Class 40 CDM, Class 40 Micro-ICR and Nano-ITLA.

These 400G CFP2-DCO coherent pluggable transceiver modules use NeoPhotonics high performance Indium Phosphide-based coherent components, along with its ultra-narrow linewidth tunable laser. These components are all shipping in high volume into multiple coherent system applications, and include:

  • Class 40 CDM: NeoPhotonics Class 40, polarization multiplexed, quadrature coherent driver modulator (CDM) features a co-packaged InP modulator with a linear, high bandwidth, differential driver, and is designed for low V-Pi, low insertion loss and a high extinction ratio. The compact package is designed to be compliant with the form factor of the OIF Implementation Agreement #OIF-HB-CDM-01.0.
  • Class 40 Micro-ICR: NeoPhotonics Class 40 High Bandwidth Micro-Intradyne Coherent Receiver (Micro-ICR) is designed for >60 GBaud symbol rates. The compact package is designed to be compliant with the OIF Implementation Agreement OIF-DPC-MRX-02.0.
  • Nano-ITLA: NeoPhotonics Nano-ITLA is based on the same proven and reliable high performance external cavity architecture as NeoPhotonics’ industry leading Micro-ITLA and maintains comparable ultra-narrow linewidth, low frequency phase noise and the low power consumption in a compact package approximately one half the size.

NeoPhotonics Multi-Rate CFP2-DCO modules are fully qualified. Telcordia testing has been successfully extended to 2000 hours of High Temperature Operating Life (HTOL) testing, showing the high reliability and performance of NeoPhotonics CFP2-DCO platform.

Multi-Rate CFP2-DCO modules supporting Metro (64G baud/DP-16 QAM) and Long Haul (64 G baud/DP-QPSK) applications are shipping in General Availability.

“Coupled with our recent demonstration of 800 km 400 Gbps transmission using our 400ZR+ QSFP-DD, our CFP2-DCO 400G 1500 km transmission brings the use of pluggable modules in regional and long haul networks closer to reality,” said Tim Jenks, Chairman and CEO of NeoPhotonics. “The ability to implement a long haul coherent transponder in the size and power envelope of a pluggable module is a testament to the progress that has been made in photonic integration and DSP development, and has the potential to be a game changer for telecom as well as DCI networks,” concluded Mr. Jenks.

June 8, 2021 Update:

NeoPhotonics announced that its QSFP-DD and OSFP 400ZR pluggable modules are in General Availability and shipping to customers.

These products utilize NeoPhotonics Silicon Photonics Coherent Optical Subassembly (COSA) and low power consumption, ultra-narrow linewidth Nano-ITLA tunable laser, combined with the latest generation of 7 nm node DSP (digital signal processing) technology, to provide full 400ZR transmission in a standard data center QSFP-DD or OSFP form factor that can be plugged directly into switches and routers. This greatly simplifies and cost reduces data center interconnect (DCI) networks by enabling the elimination of a layer of network equipment and a set of short reach client-side transceivers, and paves the way for similar benefits in metro networks.

These 400G modules are compliant with the OIF 400ZR Implementation Agreement and are interoperable with other manufacturers’ 400ZR modules that utilize a standard forward error correction (FEC) encoder and decoder.  These modules are capable of tuning to and transmitting within 75 GHz or 100GHz spaced wavelength channels, as specified in the OIF agreement, and operate in 400ZR mode for Cloud DCI applications.  For longer metro reaches, the modules are designed to support 400ZR+ modes.

NeoPhotonics QSFP-DD and OSFP modules have completed reliability qualification and have passed 2000 hours of High Temperature Operating Life (HTOL) as well as other critical tests per Telcordia requirements.

The company recently announced that it had used its QSFP-DD coherent pluggable transceiver to transmit at a 400 Gbps data rate over a distance of 800 km in a 75GHz-spaced DWDM system with more than 3.5 dB of OSNR margin in the optical signal while remaining within the power consumption envelope of the QSFP-DD module’s power specification.

“This demonstration of high data rates over longer distances shows the potential of these game-changing products, and we expect to see increasing deployment of coherent pluggable modules with different use cases, from data center interconnect to metro and regional applications as well as 5G wireless backhaul,” said Tim Jenks, Chairman and CEO of NeoPhotonics.  “Since the beginning of coherent transmission, NeoPhotonics has been at the forefront in meeting the volume needs of our customers, as is indicated by our recent announcement that we had shipped a cumulative total of more than two million ultra-narrow linewidth tunable lasers,” concluded Mr. Jenks.

About NeoPhotonics:

NeoPhotonics is a leading developer and manufacturer of lasers and optoelectronic solutions that transmit, receive and switch high-speed digital optical signals for Cloud and hyper-scale data center internet content provider and telecom networks. The Company’s products enable cost-effective, high-speed over distance data transmission and efficient allocation of bandwidth in optical networks. NeoPhotonics maintains headquarters in San Jose, California and ISO 9001:2015 certified engineering and manufacturing facilities in Silicon Valley (USA), Japan and China. For additional information visit www.neophotonics.com.

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