market trends favoring single-channel 100gbe adoption · adva optical networking is the exclusive...

12
Jim Theodoras June 2014 Market Trends Favoring Single-channel 100GbE Adoption

Upload: others

Post on 13-Mar-2020

5 views

Category:

Documents


0 download

TRANSCRIPT

Page 1: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

Jim Theodoras

June 2014

Market Trends Favoring Single-channel 100GbE Adoption

Page 2: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 2 2

Everything but the toilet is moving online…

http://www.businessinsider.com/the-future-of-retail-2014-slide-deck-sai-2014-3

Business Insider, June 3, 2014, free teaser from subscription report, reused for educational purposes. I own no rights whatsoever.

Page 3: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 3 3

… causing ridiculous growth in data centers.

“Cloud data center traffic will grow 6-fold from 2011 to 2016 reaching 5 ZB”

Source: Global Cloud Index 2012, Cisco

http://www.cisco.com/c/en/us/solutions/collateral/service-provider/global-cloud-index-gci/Cloud_Index_White_Paper.pdf

Cisco Global Cloud Index: Forecast and Methodology, 2012-2017, free whitepaper from website. Figure 3 reused for educational purposes. I own no rights whatsoever.

Page 4: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 4 4

The macroscopic trend driving our growth, and the reality of cloud connectivity.

Cloud

User

Page 5: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 5 5

DC Needs Different than Telecom, so we should stop force fitting technology.

• OpEx dominates

• 20+ year depreciation

• Optical Performance

• 99.999%, “5 Nines”

• Wide temp range, -5C

• Bits/s/km/Hz

• Mid-span access

• Rings

• CapEx dominates

• 3 year technology cycle

• Power, Footprint, Volume

• 3 nines “good enough”

• Narrow temp range, runs hot

• Bits/s/port

• “Bookended” Amps

• Point-to-Point

Telecom Datacom

Page 6: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 6 6

Data Center Architectures are Becoming Flatter, More Horizontal

Floor

EOR

TOR

Server

Bld

48:1

48/32/16:1

48:1

48:1

Spine

Leaf

TOR

10,000 to 100,000 servers

Tree

Leaf & Spine

Page 7: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 7 7

Facebook: Ratio of Horizontal to Vertical server traffic is > 10,000:1

10,000 : 1

Page 8: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 8 8

Dramatic price reductions do drive jumps in volume.

Decreasing Price

Incre

asin

g V

olu

me

Page 9: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 9 9

Serial might start out more expensive, but in long run the price floor is lower.

Time

Cost

16

4

Serial

Page 10: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 10 10

Rapid market adoption of each speed step can be traced to serial availability.

Time

Volu

me

Page 11: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

© 2014 ADVA Optical Networking. All rights reserved. 11 11

• It doesn’t appear the growth is going to stop anytime soon.

• Prepare for a future of selling more Cobalts than Caddys.

• Now that Data Center is a larger piece of the market, their unique needs must be considered.

• Massive flattening of DC architectures has a profound impact on optical interfaces.

• Better in the long run to spend more time and money up front, and set the bar high.

Conclusion:

Plenty of market drivers for 100GbE single-channel interconnects for data center networks!

To Summarize:

Page 12: Market Trends Favoring Single-channel 100GbE Adoption · ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation,

[email protected]

IMPORTANT NOTICE

ADVA Optical Networking is the exclusive owner or licensee of the content, material, and information in this presentation, unless otherwise stated through attribution.

The information in this presentation may not be accurate, complete or up to date, and is provided without warranties or representations of any kind, either express or implied. ADVA Optical Networking shall not be responsible for and disclaims any liability for any loss or damages, including without limitation, direct, indirect, incidental, consequential and special damages, alleged to have been caused by or in connection with using and/or relying on the information contained in this presentation.

Copyright © for the entire content of this presentation: ADVA Optical Networking.

Thank You