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From: FUBHO5/4/2021 10:56:05 AM
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Infinera Expands Open Optical Portfolio to Include Latest Generation of 400G Pluggable Optics

SAN JOSE, Calif., May 04, 2021 (GLOBE NEWSWIRE) -- Infinera (NASDAQ: INFN) announced today the availability of metro-optimized 400G pluggable optics-based solutions for the XTM Series and GX Series Compact Modular Platforms, bringing enhanced flexibility and economics to metro networks. The new capabilities complement the company’s 600G/800G embedded optics technology, enabling network operators to cost-effectively scale their networks to meet the relentless growth of bandwidth with optimized optical networking solutions from the edge to the core.

The new XTM Series Enhanced 400G Flexponder module and GX Series CHM1R Open ROADM-compliant dual-400G sled will support a broad range of 400G pluggable optics, including 400G XR/ZR+ optics. In addition to point-to-point applications, the XTM and GX will leverage the point-to-multipoint capabilities of XR optics to substantially simplify networks and drive down costs. The combination of 400G support across both platforms enables network operators to support optimized solutions across both 300 mm- and 600 mm-deep network infrastructure with industry-leading low power and high density.

“The move to 400G in metro/regional optimized DWDM platforms is a major step that we welcome,” said Dave Eddy, Chief Operating Officer at Neos Networks. “Our extensive U.K. network is built on the XTM Series, and 400G capabilities provide Neos Networks with another option for those segments in our network that see the highest demand. We look forward to capitalising on this technology in our network to enable the company to maintain its position of running one of the most advanced optical networks across the U.K.”

“Pluggable optics have always been at the heart of our metro strategy, and over the years we have achieved many industry firsts with the use of pluggable optics in transport platforms,” said Glenn Laxdal, Senior Vice President, Global Product Line Management at Infinera. “Expanding our capabilities to include the latest generation of 400G optics, combined with our industry-leading 600G/800G optics, provides customers with best-in-class solutions to address applications across their networks.”

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From: FUBHO5/5/2021 12:07:18 AM
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Sounds very positive...

seekingalpha.com

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From: FUBHO5/6/2021 6:08:57 PM
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Counting the cost: How chip shortages are affecting telecom companies

Light Reading www.lightreading.com /opticalip/counting-cost-how-chip-shortages-are-affecting-telecom-companies/d/d-id/769289

The ongoing global chip shortage is affecting industries ranging from automobiles to video games. And the telecom industry has not been left out.

"I'm a little skittish," AT&T CEO John Stankey said of the shortages. "I mean, we're seeing dynamics that are occurring in the global supply chain where unexpected things are popping up. And it is possible that we could see certain element shortages that start to crop up as everybody is racing to put stuff up on [cell] towers in May. And that's why I want to be a little bit cautious."

Other executives though said they have not yet seen any effects at all.

"We're seeing no supply issues and we're forecasting no supply issues on either network gear or smartphones," said T-Mobile CEO Mike Sievert.

Meanwhile, vendors are fighting to make sure they have the supplies they need to continue to meet demand.

"There were shortages of supply and we obviously chased it, and you just basically put more money on the table and you get the necessary products you need," said Viavi CEO Oleg Khaykin, according to a Seeking Alpha transcript of his comments. "We were able to meet all our customer demands and not miss any of our deliveries."

Apple executives too said they struggled to meet record demand. "We did not have a material supply shortage," said Apple CEO Tim Cook of the company's most recent, blockbuster quarter. Seeking Alpha provided a transcript of his comments. "And so how are we able to do that? You wind up collapsing all of your buffers and offsets. And that happens all the way through the supply chain. And so that enables you to go a bit higher than what we were expecting to sell when we went into the quarter 90 days ago."

However, Apple doesn't believe it can pull the same trick during its current quarter. The company warned it expects to lose between $3 billion and $4 billion due to the shortages in its quarter that ends in June.

Apple isn't alone.

Here are the companies in the telecom industry that reported financial effects from the situation, and exactly what they said about those effects.

Table 1: Telecom and the global chipset shortage

CompanyWhat they said
AppleExpects to lose between $3 billion and $4 billion in revenues in its current quarter.
CeragonExpects a "negative impact on the timeliness" of its second quarter deliveries, and a "push of revenues" until it's resolved.
InfineraLost $15 million to $20 million in revenues in the first quarter, and expects to lose $20 million to $25 million in the second quarter.
National InstrumentsReported that bookings grew 19% year-over-year, but that revenue grew just 9% over the same period, and blamed the difference on a buildup in its backlog due to the shortages.
NeophotonicsLost millions of dollars in revenues, but didn't provide a specific figure beyond the range of "low- to mid-single-digits."
QualcommLost a "very significant number" in revenues, but did not provide specifics.
SamsungExpects revenue to decrease in the current quarter, but did not provide details.
Source: Company reports, Seeking Alpha

Of course, shortages in components might not ultimately affect a vendor's bottom line. The analysts at Counterpoint Research noted that some companies might decide to pass the hit on down the line.

"Semiconductor shortages have affected the overall supply landscape and increased the lead times of chipset solutions for major vendors. However, we see these vendors looking to diversify their foundry strategy to alleviate chipset shortages in the second half of this year," explained Tarun Pathak, a research director at the firm, in a statement. "These shortages might push specific component prices up by 5-10% and OEMs [original equipment manufacturers] will look to absorb these cost increases by being creative with the bill of materials (BoM) and in some cases might even pass the added costs to the consumers."

Related posts:


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From: FUBHO5/17/2021 5:15:09 AM
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Chips are down until 2023, confirms IBM president

Catherine Sbeglia

www.rcrwireless.com /20210514/business/chips-are-down-until-2023-confirms-ibm-president 5/14/2021

IBM president: ‘The solution to the [chip]shortage involves exploring alternative ways to meet consumer demand’
Towards the end of April, Intel and TSMC the indicated that the global shortage of semiconductors might continue until 2023. This week, IMB President Jim Whitehurst reportedly confirmed this timeline, telling BBC News it would take time for the industry to add the necessary capacity to ease the current chip shortage.

“There’s just a big lag between from when a technology is developed and when [a fabrication plant]goes into construction and when chips come out,” Whitehurst told the news outlet. “So frankly, we are looking at couple of years … before we get enough incremental capacity online to alleviate all aspects of the chip shortage.”

He added that the solution to the shortage involves exploring alternative ways to meet consumer demand, such as extending the life of certain types of computing technologies and accelerating investment in semiconductor fabrication plants.

IBM is not alone in focusing on fabrication plant investments. Intel, for instance, announced plans to invest $20 billion to build two new chip factories in Arizona and, under the leadership of new CEO Pat Gelsinger, is all together overhauling its manufacturing strategy, while Samsung plans to build a $17 billion chip fab either in its home country or one of three U.S. cities, Austin, Phoenix or somewhere in Western New York.

Further, Taiwan-based TSMC has raised capex guidance to $100 billion over the next three years in an effort to increase its production capacity. On a recent earnings call, TSMC’s CEO C. C. Wei commented that the new fabrication facility won’t be available until 2023.

“And so this year and next year, I still expect the capacity tightening will continue…2023, I hope that we can offer more capacity to support our customers. And at that time, we start to see the supply chains tightening will release a little bit,” Wei said.

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From: FUBHO5/19/2021 9:53:23 AM
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Infinera Introduces New Suite of XR Optics-powered Coherent Pluggable Solutions


Infinera Corporation
5/19/2021

SAN JOSE, Calif., May 19, 2021 (GLOBE NEWSWIRE) -- Infinera (NASDAQ: INFN) announced today that it has expanded its portfolio of open optical networking solutions with a suite of coherent optical pluggables designed to seamlessly address point-to-point and point-to-multipoint transport applications from the network edge to the core. Leveraging innovative XR optics technology, Infinera’s new suite of vertically integrated ICE-XR pluggables will offer network operators the performance, scale, and efficiency critical to the delivery of differentiated 5G, enhanced broadband, and next-generation cloud and business services. ICE-XR pluggables will support a range of transport rates, including 100G, 400G, and 800G, and utilize industry-standard form factors such as QSFP-28, QSFP-DD, and CFP2 to enable ease of deployment in a wide variety of router and transport devices.

“We have been engaged with 100+ network operators globally and the feedback that we have received has surpassed anything I have seen in my 35+ years of experience in successfully bringing game-changing technologies to market,” said Dave Welch, Founder and Chief Innovation Officer at Infinera. “Leveraging the innovative capabilities of XR optics, ICE-XR will enable Infinera to create a completely new market with functionality that is uniquely positioned to address the point-to-multipoint traffic demands at the rapidly growing network edge and provide TCO savings of as much as 70%. Additionally, with Infinera’s deep vertical integration, ICE-XR will enable us to address the rapidly growing market for point-to-point pluggable coherent applications with a differentiated and cost-reduced solution.”

ICE-XR builds on Infinera’s history of delivering innovative, highly differentiated, and vertically integrated coherent optical engines. ICE-XR can be seamlessly software configured between point-to-point and point-to-multipoint operations. When used in point-to-point applications, ICE-XR can enable network operators to benefit from seamless generational upgrades, enhanced performance in capacity and reach, and the ability to utilize pay-as-you-grow service activation. In multipoint applications, ICE-XR can enable network operators to reduce the total number of transceivers in their networks by 50% or more and simplify their network architectures by eliminating electrical aggregation points and driving down capital expense and operational complexity.

XR optics is an open technology initiative with the support of network operators, equipment manufacturers, and subsystem manufacturers.

Initial ICE-XR pluggables are scheduled for release in 2022.

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To: FUBHO who wrote (4328)5/19/2021 9:55:20 AM
From: FUBHO
   of 4349
 
Infinera 2021 Investor Day

May 19, 2021 08:00 a.m. PDT

investors.infinera.com

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To: FUBHO who wrote (4329)5/20/2021 7:21:58 AM
From: FUBHO
   of 4349
 
That zoom call was very informative. I wish they would have recorded it. The analysts seemed skeptical of the possibility of success, but Infinera's answers sounded great. They have over 100 companies already on board and the top two US service providers. The market seems to want the XR product, which is most important thing.

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From: FUBHO5/25/2021 5:24:55 PM
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HOTnet upgrades Hokkaido fiber network via Infinera

The open optical networking features of the Infinera systems enabled HOTnet to deploy them more easily over its existing optical infrastructure, the two companies stated.


Stephen Hardy
May 24th, 2021
lightwaveonline.com



Infinera (NASDAQ: INFN) and Hokkaido Telecommunications Network Co., Ltd. (HOTnet) say that the latter has deployed several elements of the former’s optical transport equipment portfolio. The open optical networking features of the Infinera systems enabled HOTnet to deploy them more easily over its existing optical infrastructure, the two companies stated.

HOTnet provides data center interconnect, private cloud, video streaming, broadband internet access, and high-definition digital broadcast services across the Japanese island of Hokkaido via its metro and long-haulf fiber network infrastructure. To upgrade that infrastructure, HOTnet has deployed Infinera’s GX Series Compact Modular Platform, 7100 Series Packet-Optical Transport Platform, and mTera Series Universal Transport Platform. In combination, the new optical transport systems will offer increased capacity and network reliability as well as the ability to aggregate and groom diverse end-user traffic types from metro sites across its long-haul optical backbone.

“Increasing the capacity and scalability of our fiber-optic infrastructure is essential to contributing to the economic development of the Hokkaido region, providing residents with access to high-quality network connectivity,” said Tomohiro Nakata, director and general manager of the Engineering Department at HOTnet. “The deployment of Infinera’s open optical solutions over our existing network with other vendors allowed us to capitalize on the benefits of an open optical network infrastructure, enabling us to cost-effectively scale capacity as needed in real time to meet customer demands. In addition, cross connect switching on the ODU layer within mTera enables us to provide several applications that require low latency.”

“Open optical networking is a great way for network operators to seamlessly integrate the latest solutions into their network,” added Nick Walden, senior vice president, worldwide sales at Infinera. “Infinera’s open optical solutions will enable HOTnet to offer new and differentiated services over their existing optical infrastructure, helping to ensure their customers receive the highest level of service.”

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To: FUBHO who wrote (4331)5/25/2021 5:27:19 PM
From: FUBHO
   of 4349
 
Infinera to offer ICE-XR optics coherent pluggable transceivers in 2022

The coherent pluggable transceivers will support both its XR optics point-to-multipoint technology and more conventional point-to-point transmission.


Stephen Hardy
May 20th, 2021
lightwaveonline.com

Infinera (NASDAQ: INFN) says they will offer a family of QSFP-28, QSFP-DD, and CFP2 coherent pluggable transceivers that will support both its XR optics point-to-multipoint technology and more conventional point-to-point transmission beginning next year. The family of devices, dubbed ICE-XR pluggables, will support 100G, 400G, and 800G transmission rates.

The devices will be software programmable to be able to support either point-to-point or point-to-multipoint operation. The latter XR optics configuration enables the transmission capacity of a hub transceiver to be distributed across multiple lower-speed modules at spoke locations (see “Infinera unveils XR optics single-source coherent point-to-multipoint transmission technology”). Infinera has touted the technology as an open initiative with an ecosystem that extends beyond its corporate campus (see, for example, "Infinera reveals II-VI, Lumentum as XR optics partners").

“We have been engaged with 100+ network operators globally and the feedback that we have received has surpassed anything I have seen in my 35+ years of experience in successfully bringing game-changing technologies to market,” said Dave Welch, founder and chief innovation officer at Infinera. “Leveraging the innovative capabilities of XR optics, ICE-XR will enable Infinera to create a completely new market with functionality that is uniquely positioned to address the point-to-multipoint traffic demands at the rapidly growing network edge and provide TCO savings of as much as 70%. Additionally, with Infinera’s deep vertical integration, ICE-XR will enable us to address the rapidly growing market for point-to-point pluggable coherent applications with a differentiated and cost-reduced solution.”

Infinera has announced trials of XR optics with BT, Virgin Media, NBN Co, and American Tower (see “BT models, lab trials Infinera’s XR optics” “Virgin Media tests Infinera’s XR optics on PON infrastructure,” and "NBN Co trials Infinera’s XR optics"). For related articles, visit the Optical Technologies Topic Center.

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From: FUBHO5/28/2021 3:47:27 PM
1 Recommendation   of 4349
 
With increasing complexity, the most valuable automation solutions will be sourced from multiple software vendors. Learn how network operators are driving vendor collaboration and get more observations from #FutureNetWorld from Infinera's
@TeresaMonteiro_

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