Current Analysis
Transport and Routing
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INTELLIGENCE REPORT SUMMARIES
Transport and Routing
Date  Report
Jun 15
Telco Systems struck an agreement with Arm whereby it will lead the development of new uCPE and NFV edge solutions based on NXP and Marvell SoCs; the move strengthens Arm’s telco presence in the uCPE market and challenges x86 for certain use cases.

Jun 13
Juniper’s new Penta silicon adds performance and power efficiency to its MX Series routers, and programmability positions it to attract third-party innovation. Yet, competitors have raised the bar with respect to performance and power consumption.

Jun 1
Ciena bolsters its Blue Planet portfolio with the Packet Design acquisition to round out its automation capabilities in Layer 3. The move comes at a critical time when SPs are increasingly evaluating and deploying network automation solutions.

Jun 1
MEF’s 3.0 update demonstrates a commitment to delivering on the goals of its bold Transformational Framework launched last year, to bring service agility and standardization for telco services; however look to follow-up status on each project.

May 31
TIA’s new Network Service Assurance Program aims to bring best practices to new network-dependent consumer services, but will be challenged to bring carriers and vendors on board for yet another project designed to foster digital services success.

May 11
ZTE’s decision to cease all major operations in the wake of a seven-year export ban imposed by the U.S. Department of Commerce is prompting – for now – a change in all GlobalData’s ZTE company and product ratings.

May 2
At this year’s OFC, vendors showed ways for boosting wavelength transmission speeds beyond 400G, and launched a slew of modular systems. However, system vendors using commercial chipsets may have trouble achieving competitive differentiation.

Apr 27
Nokia’s Edge Cloud Server delivers Airframe data center services at the cell site with the performance and intelligence to support low latency, high throughput 5G traffic, ReefShark provides differentiation, but others are sure to follow.

Apr 27
Huawei believes optical will need to expand to satisfy thirst for data and video traffic, while network automation is the new focal point of the vendor’s SDN software development. Customers will need to swallow another change of direction, though.

Apr 24
The seven-year export ban imposed on ZTE by the U.S. Department of Commerce hurts ZTE first and foremost, but could have major repercussions for many U.S. suppliers, ultimately reducing their role in the complex global telco value chain.

Apr 20
Collaboration between China Unicom and Cisco enables the operator to announce multiple new cloud-based services, which leverage SDN and segment routing technologies to transform their IP/MPLS network into a cloud-based delivery platform.

Mar 30
Metaswitch disaggregates its entire software portfolio to enable white box suppliers to selectively integrate its proven protocol, management and network operating system components; but stops short of making them open source.

Mar 27
AT&T takes a bold step to deploy white box routers at cell sites, bringing years of open source software and hardware evangelizing to a critical plateau. But now the hard part begins as much of its future service rests on “open” everything.

Mar 20
For years, vendors have been investing in – and talking up – the possibility of transmitting data using light waves. A trial launched by Philips Lighting in March is a clear sign that meaningful LiFi deployments may be just on the horizon.

Mar 16
With the spotlight on 5G mobile transport, we see it requires a new approach to handling traffic between cell sites and the core; simple backhaul has morphed into multi-technology transport leaving complexity to be tamed through SDN and analytics.

Mar 12
At Mobile World Congress, wireless backhaul vendors were talking more about D-band spectrum, though it could take years to commercialize. Meanwhile, the vendor landscape saw two new partnerships – both aimed at the U.S.

Mar 9
Nokia’s launch of the new PSE-3 DSP introduces probabilistic constellation shaping (PCS) modulation to optical networks. It promises sizeable efficiency gains, but requires significant rethinking of optical network operations and design.

Mar 9
Cisco introduced compelling updates to its NCS 1000 series with a 9.6T transponder and a disaggregated line system featuring Crosswork automation support. The new additions are not record-breaking, but significantly strengthen Cisco’s DCI lineup.

Mar 8
Coriant upped the ante in the feeds-and-speeds race by launching new sleds for its compact Groove G30 solution, promising 9.6 Tbps of capacity in one rack unit, but this benchmark will be reached in Q1 2019 and rely on the use of 400G client ports.

Mar 7
Nokia’s new PSE-3 coherent DSP promises high capacity gains per fiber and lower power consumption, using probabilistic constellation shaping (PCS) modulation. Yet, PSE-3 based products are six months away and the competition is likely to react.

Feb 23
Cisco has launched its Crosswork automation portfolio, claiming sizeable gains in operational efficiency, revenue, and customer satisfaction in large-scale IP production networks. It has yet to prove multi-vendor and multi-layer capabilities.

Feb 1
Ericsson reported another quarter of revenue decline, significant losses and restructuring pains. Despite faint signs of stabilization on the horizon, executive departures reflect a company that has yet to properly adjust its sails.

Jan 29
Ciena launched L-band capability for its GeoMesh Extreme submarine transport solution, promising much better fiber utilization. Yet, using C+L bands requires specially prepared cable plant, limiting the L-band use to new cable deployments.

Jan 3
GlobalData’s Global Telecom Technology & Software team prepared 2018 predictions. This document summarizes key findings and takeaways across all segments, providing a thorough view of the telco infrastructure market to aid in 2018 planning.

Dec 29 2017
Our top IP predictions for 2018 tackle operator challenges including massive growth in bandwidth, deploying programmable routing and switching solutions, simplifying and automating network operations, and helping operators compete.

Dec 22 2017
Operators and webscales will accelerate optical transport transformation in 2018, using WAN SDN, automation, and webscale design principles. Webscale opportunity will grow, while traditional CSPs will have to adjust, or suffer consequences.

Dec 19 2017
As 2017 ends, Nokia’s focus on end-to-end solutions and continued commitment to its ‘lead-expand-grow-create’ strategy are logical. Differentiating on end-to-end and executing on non-telco strategic focal points will remain challenges.


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