Latest Trends in Optical Networking: 100G & Next-Generation ROADMs
Rajan VaradarajanFriday, June 18th, 2010
There has been a renewal of interest in optical networking companies recently with the anticipated shift to 100G technologies poised to happen soon. Various players are positioning themselves for this big industry shift. Along with this interest in all things 100G, there is also an industry evolution from the early generations of ROADM technology (Reconfigurable Optical Add Drop Multiplexer) to newer versions that provide a significantly higher degree of flexibility and reconfigurability.
Reconfigurable Optical Add/Drop Multiplexers (ROADMs) technically refer to a network element that has the capability of adding/dropping selected wavelengths for local traffic as well as redirecting express traffic to other directions in a multi-degree node. The “Reconfigurable” part in ROADM refers to the ability to do this local add/drop as well as the redirection of express wavelengths in a dynamic fashion from a remote network operations center and without manual re-fibers of line cards and with minimal pre-planning to account for uncertain traffic patterns. This reconfigurability is the key to efficient network adaptation to unforeseen demand patterns and customer connects/disconnects without costly service disruptions. The term ROADM, has been used more broadly than just the network element itself and has been used to refer to (a) an optical transport system that incorporates ROADM technology, and (b) optical components and sub-systems (made by companies such as JDSU) that form the building blocks of the ROADM system.
100G networking and associated optical products can be broadly classified into (a) client side, short-reach, standardized, pluggable optical modules that are used to connect short reaches between routers/switches and transport equipment or among switches, and (b) line side models, DWDM interfaces that are proprietary, vendor specific and cover distances of 1,000 - 2,000 km.
Early low-volume shipments of client side interfaces, which are standardized by IEEE, have commenced and the key players for these interfaces are Finisar, Santur and Opnext. The client side models have not yet reached attractive price points compared to 10G modules, hence slow uptake of the models is projected until the cost-volume positive feedback cycle kicks into higher gear. While early parts are sampling this year, rapid market adoption is highly predicated on the cost points of the modules.
On the DWDM line side that covers geographical reaches across regional, long-haul or ultra-long haul distances, there has been a concerted effort by all major optical equipment vendors to introduce 100G capable systems. The advantages of 100G on the line side are very compelling, as it increases the fiber capacity to 8 Tb/s and the preferred technology path using coherent optical transmission provides a number of additional advantages of simpler link design and inherent compensation of some fiber impairments such as chromatic and polarization mode dispersion. The advantages of 100G systems and reasonable price points relative to 10G systems will facilitate line adoption of 100G; it is expected to occur rapidly once systems are available in early to mid 2011. While early versions of 100G line side technology are available now, optimized and field deployable systems are expected in 2011. The major players in this space are Ciena/Nortel, Alcatel-Lucent, Nokia-Siemens, Huawei and Infinera. Each of the vendors has announced slightly varying flavors of the technology and approaches. With the R&D focus on 100G and coherent technology and the commoditization of 10G technology, it appears that 40G technology is being squeezed out in carrier applications (for both line side and client side applications). This was reinforced by Infinera’s recently announced decision to discontinue 40G non-coherent PIC (Photonic Integrated Circuit) and focus resources on 100G coherent technology in a PIC.
Along with the evolution from 10G to 100G discussed above, the other major area of interest in the optical networking space is the emergence and adoption of next-generation ROADMs that provide colorless, directionless and contentionless capabilities. The first generation of ROADMs introduced in 2003-2004 enabled the carriers to add/drop some wavelengths without disrupting other wavelengths. While this provided a huge improvement over the previous method of operation, it still had a number of limitations in terms of a fully automated reconfigurability. Newer optical building blocks and lower costs are enabling the realization of next-generation ROADM architectures which remove these limitations. Directionless ROADMs enable a common bank of transponders to connect to any direction in a multi-degree node. Colorless ROADMs enable a transponder to flexibly connect to any mux/demux port and contentionless ROADMs enable use of the same wavelength in different segments of a network with a common node. The key building blocks for these new levels of reconfigurability is higher port count WSS (Wavelength Selective Switches) and smaller, lower cost WSS switches. These advances are expected to catalyze the ROADM market and continue the high growth trajectory of this sub-segment of the optical component space and continue to benefit ROADM market leaders like JDSU.
Posted in Internet, Networking, Rajan Varadarajan, Technology, Telco | No Comments »
Search for Advertising Dollars
Lloyd WalmsleyTuesday, April 20th, 2010
PGR experts in online advertising report strong growth in 1Q and signs of further improvement in 2Q. While marketers report clear growth in ad budgets, they note that clients continue to show signs of hesitancy with short notice on requests for proposals, heavy reliance on the spot market and a vigilant focus on ROI and metric-driven forms of advertising.
Experts indicate that search advertising is leading the way out of the recession, and Google continues to hold/gain share of search spending. SEMs expressed a positive reception to Yahoo’s new network distribution tool and some shift in budgets away from Yahoo affiliate sights towards Yahoo O&O sites, a clear positive from a margin perspective. That said, no marketers report spending more ad dollars on Yahoo Search in aggregate. Furthermore, many experts postulate Bing will continue to seize search advertising market share and the prevalence of this view could impact how marketers are inclined to allocate search dollars.
In online display advertising, PGR experts report a firming marketplace, higher prices, and increasing interest in tight integration of ad units with premium content sites. Experts are upbeat on the Google display product over the long-term, but there is a mixed reaction at AOL as some experts note continuing unrest among sales representatives, which may reflect the ongoing challenges within the business.
But change is ahead. Increased smartphone penetration and media consumption from industry leaders Quattro (AAPL), AdMob (GOOG) and JumpTap is driving experts to predict increased investments in mobile advertising for the year ahead.
Tags: aapl, GOOG, google online advertising, internet advertising trends, jumptap, mobile advertising market, mobile marketing, online advertising marketplace, online advertising revenue, online marketing trends, quattro, search advertising, search engine marketing, search marketing, yahoo o&o
Posted in Internet, Lloyd Walmsley, Media & Internet | No Comments »
Desperately Seeking Bing
Laxmi PoruriMonday, July 6th, 2009
So the latest news on Bing (which I got tonight from Fox News, of all places) is that traffic has increased 8% in the last week to Yahoo’s 11%. This trend, it seems, is getting better week by week. Apparently, the traffic numbers indicate progress for Bing, but the big question is that, will Bing take share away from Google and if so, when?
PGR experts are not seeing much a shift in advertising dollars going towards Microsoft–— much too early at this point—. They do foresee however, that if growth trends continue, they’ll be more apt to spend on Bing/Microsoft than they previously spent on MSN search. And the more interesting note is that most of them desperately want BING to succeed. As one of the experts put it—, “Everyone hates Google.”. They want to spend money elsewhere so badly that Bing could be the biggest thing since, well – —-Google, if they get it right.”.
Let me restate that —-“IF they get it right.”
Most experts, while hopeful, are skeptical—. I mean, how much better can an algorithm get? Google is also getting a lot more aggressive with its integrated Ad Sense platform and this only means that they’ll be able to lower CPC’s – music to advertisers’ ears in this economy.
The more interesting discussion however, is “what if Microsoft bought Yahoo’s search business—? Would that be powerful enough to take share away from Google?” It will certainly improve the race, but our experts think that even then, Google will be pretty hard to beat.
Tags: Bing, online search market
Posted in Internet, Laxmi Poruri | No Comments »
