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Next Wave of Data Centers & Interconnects
- 1. Next Wave of Data Centers &
Interconnects
10GBase-T, DAC,
Avago
40G/100G transceivers,
AOCs, Embedded Modules
Brad Smith
Sr. VP LightCounting
Brad@LightCounting.com
LIGHTCOUNTING 9/18/2012 1
Market Research on High-Speed Interconnects
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 2. Agenda
• What is going on in the data centers that is
driving the interconnect space
• 10GBase-T, Direct Attach Copper
• 40G & 100G transceivers
• Active optical cables
• Embedded Optical modules
LIGHTCOUNTING 2
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 3. About LightCounting
High speed interconnect Research
LH telecom & FTTx -to- Data centers
Ethernet, Fibre Channel, InfiniBand
Vertical areas: 40/100G, AOCs, EOMs
Transceiver Research Databases
http://www.lightcounting.com/reports.cfm
LIGHTCOUNTING 3
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 4. Problem with Optical Interconnects
All Predictions are 35%-90% Traffic Growth
IEEE BWA, Cisco VNI, LightCounting Model
LIGHTCOUNTING 4
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 5. Virtually all the Internet traffic – goes through an optical
Virtually all the Internet traffic – goes through an optical
transceiver somewhere in the telecom and datacom network!
transceiver somewhere in the telecom and datacom network!
Supplied by transceiver companies…
About one quarter away for bankruptcy
LIGHTCOUNTING 5
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 6. Virtually all the Internet traffic – goes through an
optical transceiver somewhere in the telecom and
datacom network!
Supplied by transceiver companies…
About one quarter away from
bankruptcy!
LIGHTCOUNTING 6
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 7. Problem with Optical Interconnects
What’s Wrong with this Picture?
IEEE BWA, Cisco VNI, LightCounting Model Optical Stocks
Traffic going through roof
Profits going through the floor
LIGHTCOUNTING 7
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 8. Big Changes in Data Centers
Changes in Data Centers Drives Interconnects
LIGHTCOUNTING 8
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 9. M&As Restructure the Industry
~24-months
Systems
Cabling
Transceivers
Semiconductors
LIGHTCOUNTING 9/18/2012 9
Market Research on High-Speed Interconnects
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 10. Cabling Companies Buy AOC Startups + BUs
• TE bought Zarlink BU
• FCI Bought MergeOptics
• Molex bought Luxtera BU
• Samtec bought AlpenIO
Result:
• $ xx Billion, international connector, cabling, companies
• Offering transceiver and AOCs, EOM, VCSELs
– New set of competitors for transceiver companies
– Full line of copper & optical products
– Power cables, every protocol, every MSA, connector, etc
LIGHTCOUNTING 10
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 11. Cisco Introduced Blade Servers
Competes against former server partners
• HP bought 3Com/3Par
• IBM bought Blade Network Technologies
• Dell bought Force10
• Oracle bought Sun Microsystems
• Mellanox bought Voltaire (InfiniBand)
• Intel bought QLogic and Fulcrum (InfiniBand) & Crays HPC
Intereconnect BU
Now integrated Server and Switching companies
LIGHTCOUNTING 11
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 12. Cisco Buys Transceiver Companies
CoreOptics & LightWire
• CoreOptics: 100G Long haul in-house
• LightWire: Silicon photonics in-house
– 4x25G (100G) -- WDM
– High speed modulation (40G) & integrated electronics
– Data center (500 meters) & Metro (10Km)
Result:
• Servers, switches, and interconnects – all in-house
LIGHTCOUNTING 12
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 13. Software Defined Networking
• SDN Virtualizes the networking hardware
• VMWare bought Nicira
• Citrix bought Nutanix
• Oracle bought Xsigo
• Cisco Systems’ investment in Insieme
• Bottom line:
– Big technology companies are buying their way into
the virtualized storage and virtualized networking
markets.
– Virtualizations will likely increase all the DC traffic
LIGHTCOUNTING 13
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 14. Same thing that happened with PCs in 1980s with
Taiwanese clone PCs and big name brands
……is happening to servers and switches!
This will change everything!
LIGHTCOUNTING 14
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 15. Enter the White Box Clones
Servers
• Big Internet related companies (Google, Facebook, Amazon, etc.) buying
servers directly from ODMs
• Making designs available for anyone to buy
• Server business already at 22% GM & heading lower
• NET: White box commodity servers!
Switches
• White box ToR and EoR switches
• Buy switch chips from Broadcom, Marvel, Mellanox, …Intel
• Run OpenFlow (open source network switching software)
• No longer special switching software play
• No longer a Microsoft-Intel instruction set lock
• NET: White box commodity switches!
LIGHTCOUNTING 15
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 16. Reactions
Reactions likely: “Rack as a Sku”
• M&As: Buy transceiver companies Cisco/Lightwire
• Advanced technology: Use technology as a weapon against
low cost manufacturing white boxes
• More highly integrated Blade server-switch boxes
• Rack-as-a-Sku”
• Non-Intel Alternatives: ARM cores, Power7, SPARC
microprocessors competing with Intel
• HPC technologies hit high-end data centers
• Software Defined Networking Switch
Integrated Blade Server/Switches
blade
Mez board
All these changes are going to rewrite Copper KR
the Server/Switch and Interconnect
landscape going forward Server
blade
LIGHTCOUNTING 16
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 17. Server-Switch Architectures
1RU Servers with Top-of-rack Switches Blade Servers with Integrated Switches
2 Sockets 4 Sockets
No single solution!
LIGHTCOUNTING 17
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 18. Server & Switch Industry Transitions
Custom (e.g Google) Multiple Blade Server Bays per Rack
Traditional Rack Servers & White Box Clones
& Top-of-rack switches DAC, QSFR SR & AOCs
DAC, QSFR SR & AOCs SMF 2Km nR4 transceivers
From Major System Suppliers
SMF 10Km LR4 transceivers
Cisco, HP, IBM, etc.
Focus on advanced
architectures & long term
Internally connected with EOMs
and AOCs
SMF 2Km nR4 transceivers
“Rack as a Sku”
Focus on low prices & 2015+
3 yr life cycles
Today 2013-2014
Brad Smith Brad@LightCounting.com
LIGHTCOUNTING 18
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 19. State of the Industry
Mid 2012
Waiting for New Servers
Waiting for 10GBASE-T
Waiting for Europe’s economy to
stop crashing
Preparing for the Exa Flood of Data
LIGHTCOUNTING 9/18/2012 19
Market Research on High-Speed Interconnects
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 20. State of the Industry
• Data centers are largely very cost sensitive;
• Cost governs all decision making (over technology)
– Decision algorithm (Cost of new product) / Server cost
– Buy 100G LR4 transceiver OR 8 servers?
• Average and large data center needs 4-5G, not 10G yet
• Getting ready for 10G and 40G QSFP
• Most popular optical transceiver = 1G SFP+ & 10G SFP+
LIGHTCOUNTING 20
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 21. State of the Industry
Servers & Switches
• Intel’s next gen microprocessor “Romley” server architecture – delayed ~6-9
mo’s
– 4 cores 10 cores (14 cores AMD) -- PCI Express Gen 2 Gen 3 with twice I/O
– QuickPath to bypass bus bottlenecks -- 32-nm very energy efficient
• Top-of-rack & End-of-row switches are 10G SFP+ + 40G QSFP ready but ….
• Entire industry was “Waiting for new Romley servers”
• And 10GBASE-T low-power 28-nm parts
LIGHTCOUNTING 21
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 22. Intel’s Tick-Tock Model
Sets the Clock for Data Center Upgrades
Tick= Architecture upgrade ; Tock= Silicon Shrink
Data center spending delayed by 8 months
LIGHTCOUNTING 22
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 23. Microprocessors
2-4 Cores 10-16 Cores 40-50 Cores
2 MPUs/Server 4 MPUs/Server ? MPUs/Server
128GBytes DRAM 768G Bytes DRAM 1T+ Bytes DRAM
PCIe Gen2 (8 lanes @5G/lane PCIe Gen3 (8/16 lanes @8G/lane PCIe Gen3 (8G/lane)
ARM, INTEL, AMD
?
Data center
in a server
LIGHTCOUNTING 23
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 24. I/O for Interconnects
Virtualization software
• Sends jobs to non busy MPUs
– Increases utilization from 20% to 90%
PCIe Bus
20% 90%
• I/O increases: Data Direct I/0 - transfer of data directly to from the
network interface and cache, bypassing main memory
PCI Express Bottom line: ~200-%300 % faster
I/O bandwidth
• PCI Express Gen 2 5G 8b/10b and 8 lanes
• PCI Express Gen 3 8G 128/132 and 8-16 lanes
LIGHTCOUNTING 24
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 25. Servers per Rack
60-80 Severs / Rack
48 - Severs / Rack
LIGHTCOUNTING 25
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 26. Traditional Data center
Computer & Switch History Museum
LIGHTCOUNTING 26
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 27. Modern Data center
keyitec.com
bestwebhostinggeek.com
LIGHTCOUNTING 27
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 28. Mega Data Center
.primecaretech.co
LIGHTCOUNTING 28
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 29. SuperComputer Site (HPC)
18M Watts of power
LIGHTCOUNTING 29
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 30. Apple South Carolina Data Center
LIGHTCOUNTING 30
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 31. Interconnect Technologies
LIGHTCOUNTING 31
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 32. “Waiting for 10GBASE-T
• Will be Reeaaaaly big!
• “When it gets small ….….. it will be big” 130-nm - This will be the year! NIC
90-nm - This will be the year !
• Lan On Motherboard (LOM) is key to market 65-nm - This will be the year !
- PHY chip needs 28-nm (now at 40-nm) 40-nm - This will be the year!
28-nm – This will be the year!
- Late 2013/2014
- 10GBASE-T likely the last LOM implementation
• VCs spent $850M on 10+ startups LOM
• Vendor community still shrinking
– Broadcom, Marvel are the 2 main players left
– Also Applied Micro, Aquantia in game
– PLX/Teranetics
• Sold Phy division to Aquantia
– Aquantia: Last remaining VC funded startup
Main advantage: No huge markup like with Optical transceivers
Will be big with LOM 2014
LIGHTCOUNTING 32
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 33. IEEE Update
40GBASE-T
• New CFI at the IEEE (July meeting) – everything is indeterminate at this point
• No vendor is anywhere close to payback 10GBASE-T investments so real
support is likely to be slow – 2017-2018 event
• Designed for 2016 when Romley+ moves the server to 40G uplinks
• 85-90% use will be Server uplinks to top-of-rack switch
• 4 twisted pairs
• Encoding(?): 10G using differential signaling across pairs
• Scheme: 4x10G configuration
• Reach(?): 50 m (Not likely 100m anymore)
• Connector(?): Likely new RJ-4x; Likely not field terminated
• Cable(?): Cat8? Cat7a
– In any case – it’s a NEW cable! Meaning the “existing installed cable is not usable”
• Biggest advantage is = no optical price mark ups by suppliers
• Not likely to be supported by any startup so its Broadcom/Marvel game
LIGHTCOUNTING
Market Research on High-Speed Interconnects
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 34. Direct Attach copper
• Has become very popular <5-7meters
• Filling the 10GBASE-T void
• Low-cost, low-power, Plug & Play
• Cheaper than optical SFP+
• Active & Passive DAC
• Outselling 10GBase-T 4:1
• Numerous problems surfacing
– Electrically linking different vendors equipment together directly – different
than linking optically
– “Limiting” and “non-limiting” ports – no warning labels
• Net: “DAC in the Rack”
• ---until 10GBASE-T LOM shows up 10G = 7 meters
14G = 3meters
28G = ????
LIGHTCOUNTING 34
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 35. 100G SR & LR4
• So called 2 Km solution really 4-6 dB issue
• IEEE is still working the technical issues on
Reach 400m-1,200m
• 25G VCSELS maybe reach 25 meters!
– 125 meters with FEC chips added (more cost,
more power)
• 50G maybe 12 meters without FEC
LIGHTCOUNTING 35
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 36. Why 100G Needed in Data Centers
100G Driving Forces
• 48 – 80 Servers/ rack
• 10Gbps server uplinks
• 480G -800G problem!
• Will demand 100G uplinks
• Timing: Romley Q2/2012 : Volume 2H/2012
• ~ 2H/ 2013 need for 100G transceivers climb rapidly
• Then it pops to 40G server uplinks in 2015/16!
LIGHTCOUNTING 36
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 37. 100G
LIGHTCOUNTING 37
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 38. Mega Data Center
400-600metes
Not 2Km!
4-6dB link budget
To this rack
Link this rack
.primecaretech.co
LIGHTCOUNTING 38
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 39. Active Optical Cables
LIGHTCOUNTING 39
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 40. What is an Active Optical Cable?
• Parallel optic transceiver in a standard MSA shell but… integrates
the fibers directly into the MSA
• No optical connectors
• Changes the game!
Finisar
Molex
LIGHTCOUNTING 40
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 41. Active Optical Cables
• Very popular in High Performance computers (HPCs) TOP25
• Technology is proven out and is rippling down to Top 25-100 & High-
end data centers
• Used to connect top-of-rack switches to end-of-row switches (4x10G
QSFP)
• Large router companies are starting to use 12x10G CXP
• Advantages:
– Plug & Play; green light;
– No optical connector cleaning, familiar copper connector;
– low power (700mW per end)
• InfiniBand today but moving to Ethernet, SAS, PCI Express
LIGHTCOUNTING 41
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 42. 1 Core AOC Technology
Avago
Creates Multiple Products
• Multiple types
– 1x10G SFP+ - 4x5G CX-4
–
Photonera
4x10G QSFP - 4x14G QSFP AlpenIO
– 12x10G CXP - 12x12.5G CXP
– 8 x 8G iPass
• Breakout AOCs: 4-SFP/QSFP and 3-QSFP/CXP
FCI
• Embedded Optical Module (EOM) replacing SNAP12
– For inside chassis applications (no MSAs yet)
• Parallel Optical Transceivers
• AOC/Transceiver: AOC with connectorized fibers
• Multiple applications: HPC to consumer
GigaLight
LIGHTCOUNTING 42
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 43. CES AOCs
LED lights
To
USB and HDMI cables
To
Supercomputers AOCs
LIGHTCOUNTING 43
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 44. Consumer Embedded AOCs 4x12.5G
LIGHTCOUNTING 44
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 45. Embedded AOCs 4x12.5G
Parallel
AOC
LIGHTCOUNTING 45
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 46. Embedded Optical Modules
The End of Pluggable Optics?
LIGHTCOUNTING 46
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 47. Embedded Optical Modules
“Avago MicroPOD-Like Thingies”
• Inside chassis applications
• Mid-board optics
• Start out at 10G but the big market will be at 25G
• Start out in large routers; later move to servers
Finisar
Avago
NEC
LIGHTCOUNTING 47
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 48. Three Generations of EOMs
LIGHTCOUNTING 48
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 49. cal mess!
LIGHTCOUNTING 49
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 50. Its all about achieving high
density interconnects
LIGHTCOUNTING 50
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 51. IBM HPCs & Avago MicroPODs
LIGHTCOUNTING 51
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 52. IBM
LIGHTCOUNTING 52
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 53. IBM
LIGHTCOUNTING 53
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 54. Massively complex mechanical assembly!
LIGHTCOUNTING 54
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 55. 8-10 Companies Showing Prototypes
2-3 With Announced products
LIGHTCOUNTING 55
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 56. Where Are EOMs Used
Demo board from
US Conec and Avago
LIGHTCOUNTING 56
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 57. Sony AOC/EOM
CXN2006, CXN2007 and CXN2300 optical interconnection modules
• Designed for 4K x2K video for HDTVs and digital cameras
• 4x10G based on VCSELs with a lens-less internal design
• 10mm x 16mm
http://www.sony.net/Products/SC-
P/cx_news/vol68/pdf/featuring_vol68_interconnection.pdf
LIGHTCOUNTING 57
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 58. Fujitsu
LIGHTCOUNTING 58
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 59. SNAP12 vs MiniPOD
Clearly EOMs have an advantage over SNAP12s
LIGHTCOUNTING 59
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 60. NEC 12x25G EOM at OFC2011
LIGHTCOUNTING 60
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 61. Where Are EOMs Used?
LIGHTCOUNTING 61
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 62. Where do you put an EOM?
LIGHTCOUNTING 62
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 63. Avago EOMs
LIGHTCOUNTING 63
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 64. Offers extremely high density Optical interconnects to board edge
125mW/ch @ 10G
12 channels simplex =
1.45W
8.8 W
Duplex link would use 12
EOMs = 17W
LIGHTCOUNTING 64
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 65. Optically Enabled Hybrid Chip Packages
• FTTChip
– Mez cards
– Chip/Optical
Reflex/Fulcrum
LIGHTCOUNTING 65
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 66. Embedded Optical Modules
The End of Pluggable Optics?
• Answer=NO! But it is one more opportunity.
– No standard electrical or optical connectors?
– No interoperability requirements?
– No standard configurations 4x, 12 channel?
– Every supplier has unique products (no second source)
• The industry will be able to achieve enough density in the data
center with pluggable optics for at least next 4-5 years
– 8 CFP/2s running 100G = 800G
– 36 QSFP28 running 100G = 3,600G
1. Significant concerns about mixing 70C optics in 100C ASICs
2. Biggest limiter is repairs on failure Biggest inhibitor
– Pluggable = changing fan belt on car of market
– EOM = changing the piston adoption
3. Rigorous vendor qualification and selection
3. Few major players
LIGHTCOUNTING 66
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.
- 67. Conclusion
• Data center are in tremendous change
– Impact or clone Servers/switches
– M&As re-writing the landscape
• Low cost AOCs and Embedded Optical
Modules
• Transition to 25G signaling for SR and LR4
• 25G is likely to “thin the heard” in transceivers
LIGHTCOUNTING 67
Market Research on High-Speed Interconnects 9/18/2012
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LIGHTCOUNTING 68
Market Research on High-Speed Interconnects 9/18/2012
Datacom, Telecom, CATV, FTTX, Consumer markets © Copyright 2011 LightCounting LLC All material proprietary and confidential.