Infinera-OFC-OIDA-Oppts-and-Trends.pdf

7/30/2019 Infinera-OFC-OIDA-Oppts-and-Trends.pdf

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1 |InfineraCorporation2012


Opportunitiesin

FiberopticNetworks

DaveWelch,CoFounderandEVP


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Thegoalofthisonedayindustrycentricworkshopis

to

determine

what

manufacturing

technologies

and

businessincentivesareneededtofacilitate

manufacturing,andtodelineatetopicsoftechnology

focusinoptoelectronicsthatmightbeusedto

addressgovernmentmanufacturinginitiatives.


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Whereisthecommunicationnetworkgoing

Whataretheoptoelectronicopportunitiesgoing

forward

WhatroledoesGovernmenthaveininvestinginthe

industry

Introduction


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50YearAnniversaryoftheLaserDiode

Technology Scaleand

Cost


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WhatiftherewasNOLaserDiode?

1.7Busersin2010

TheLaser

Diode

was

surely

one

of

the

greatesttechnologicaladvancements


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6 |InfineraCorporation20126 |InfineraCorporation2012

what TheNetworkwillbe


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InsatiableGrowth


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24Hz 120Hz (3D)

ColorDepth 24 48

1080pToday

1.19Gb/s11.94

2160pFuture 4.78Gb/s 47.78Gb/s

InsatiableGrowth


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855M5.6Bsubs


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Wegenerate2xthe

datawe

can

store

40X

in

4

years


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855M5.6Bsubs

Allcreatingcontent


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Theneverendingpattern

Price

Declines

CAPEX&

OPEXConstraints

Network

Complexity

MultipleLayersin

Silos

Revenuesdeclining

Increasingpower

demands

Multiple

Layersin

Silos


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IP/MPLS

SONETSDH

OTN

DWDM

IP

MPLS

Rearchitect thenetwork

Phase1StatusQuo

ConvergedOTN/DWDM

Operatorsmustlookateverylayertofindwaystoextractmorevalue

WhyseparateIP/MPLS?

Reducessizeof

expensiveIP

layer

LowerscostforMPLS

transport


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N.AmericanLongHaulCollectorNetworkRealisticNetworkandTrafficModelforNextFiveYears

Space,PowerandReliabilityareHugeChallengesasTrafficVolumeGrows

Avg.Link

Total

Traffic

0

5

10

15

20

25

30

35

40

45

50

2012 2013 2014 2015 2016

100G

40G

10G2.5G

1G


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SimplifiesNetwork

Increasesnetworkefficiency

Reducescoststructure

Integration L0/L1

5%fill

30%

fill

40%fill

75%

fill

5x

1GSvc100G

3x

10GSvc 100G

100G1x

40GSvc

MUXPDR

+

OXC

MUX

PDR INTEGRATED

200%

100%

RelativeNetworkCost

L0/1integration

lowers

costs

&

eliminates

need

for

perfect

planning

SONET

SDH

OTN

DWDM

ConvergedOTN/DWDM


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PrivateLine

SONET

transport

Co

re/BackboneNetwork

ThemotivationbehindPacketOTN

IPCoreRouters

TransportNetwork

(OTN/WDM)

IPPeering

IPVPN L2VPN InternetAccess

IPTVVoIP

ServiceRouters

WholesaleBandwidth

SAN

ReduceCost: IPcoreroutersareveryexpensiveandtouch100%of

IPtrafficatmostnodes


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IP/MPLS

SONET

SDH

OTN

DWDM

IP

MPLS

IP

Convergence WithoutCompromise

Phase1StatusQuo Phase2

Converged

MPLS/OTN/DWDM

(future)

PIC

Enabled

ConvergedOTN/DWDM

PIC

Enabled

Howdowe

enable

this

to

happen?

Howdowe

enable

this

to

happen?


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Fundamentaltechnologicalissues

DemandingNetwork

Innovation

10G

1T

10T

2004 2006 2008 2010 2012 2014 2016 2018

Capacity Power

Efficiency

100Mb/W

1Gb/W

10Gb/W

10Mb/W

100G

Cisco15454 Ciena6500

CienaCSHuawei


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10Lasers

40Modulators

32 GBaud electronics~28nmSilicon

TimetoMarket:~2years

375GHz375GHz

2 Lasers

8 modulators

160 Gbaud Electronics

~16nmSilicon

TimetoMarket:~7 years

1Tb/sPMQPSK

375GHz1Laser

4modulators

320 Gbaud Electronics

~11nmSiliconTimetoMarket:~10years

Implementinga1TbpsSuperchannelforLHnetworks

CBand

IncreaseinNumberofLasers/ModulatorsinaRealizableArchitecture

MandatesPhotonicIntegration


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1Tb/sinasinglelinecard

1TbpsSuperChannelTx andRx

PICsare

the

Only

Practical

Approach

to

Implementing

Large

Scale

Coherent

1TRXPIC

1TTXPIC

10channelsofTx

10channelsofRx


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IncreasingSpectralEfficiencywithHigherOrderModulation

Mod.

FormatReach

Carriers

for 1Tbps

@

32GBaud

Fiber

Capacity

PM

BPSK 6000

km 20 6Tbps

PMQPSK 3000km 10 12Tbps

PM8QAM 1500km 7 18Tbps

PM16QAM 640km 5 24Tbps

BPSK QPSK 8QAM 16QAM

PhotonicIntegrationEnablesaSingleCostEfficient1TbpsLineModule

withSWConfigurableModulationFormats


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EnablingTechnology

SuperChannels OperationalSimplicity

FlexCoherent FiberCapacityScaling

PhotonicIntegratedCircuits Efficiency

Leadingedgesilicon Powerefficiency


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FiberCapacity

NetworkArchitecture

Powerdissipation

Economics

Whataretheunsovledproblemsin5years


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LaserDiodeEvolution

ScientificDiscovery

FabricationTechnologies

ApplicationExplosion

Integration

Age

1960 1980 2000 2010


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Gamechanginginnovation


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0

50

100

150

200

250

DRAM

(NMOS)

Power Amplifers

(GaAs HBT)

Microprocessor

(CMOS)

Red-Orange-

Yellow HB-LEDs

(AlInGaP/GaAs)

Front-End

Switches

(GaAs PHEMT)

Red-Orange-

Yellow HB-LEDs

(AlInGaP/GaP)

Blue-Green

HB-LEDs

(InGaN)

AverageFinishedWaferCost($/in2)

CostofProcessedWafer 2000

1970

19851974

1991

1994

1990s

(dateannotationsshowtheyearoffirstcommercialproduction)

Materialstechnologychoiceposesnofundamental

limitationonprocessedwafercost

1994


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Infinera Story


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Foundedin2001 VentureBacked($300M)

Choselocalinnovationvs.overseasmanufacturing Marketwasinturmoilfrom20012006

#1in

NA

in

LH

DWDM

in

2007

2012 500Gb/sCoherentSuperChannels

R&Dbudget


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Early2000s

onwards

Consideroneofthegreatestadvancesinthe20th century

TheTransistor

The

Integrated

Circuit

TheSemiconductorLaser

ThePhotonicIntegratedCircuit

NowconsidertheLaserDiode


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30 |InfineraCorporation20122012InfineraCorporation.

100Gb/sTransmit

Largescaleopticsdemandabettersolution


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100Gb/sTransmit

100Gb/sReceive

100Gb/sTransmit

100Gb/sReceive

LargeScalePhotonicIntegration

5mm

Improvescost,space,power,reliability Makesdigitalprocessingeconomical Servicereadycapacity

2012InfineraCorporation.


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Q411:NALongHaulWDM


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Q411ChinaLHWDMMarketShare

Huawei,79.0%

ZTE,10.3%

Alcatel

Lucent,6.7%

Other,3.7% NokiaSiemens,

0.2%

Huawei

ZTE

AlcatelLucent

Other

NokiaSiemens

Source:Infonetics Research


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NextGeneration 500GbPIC

NumberofChannels 5x100G

OpticalFunctions >

600

GoldBoxReplacements >100

FiberJumperReplacements >250


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Innovation Sometrendsarepredictable;BWgrowth,power,$/Gb

Disruptivesolutions

are

not

Disruptionneedstolook>2generationsforward

Restructuringof

applications

create

opportunities

Digitalphotography

Internetcommerce

Layerconvergence

Lessons


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Wirelesswillbejustanotheraccesstechnology

The

Bandwidth

will

have

to

go

through

the

core Mobilitywilldrive90%ofstorageinthenetwork

Fibercapacitywillnotbeenough

Lowcostlaborwillnotstaylowcost

Automationwillbecomemoreimportant

Siroadmapsandexpensewillinhibitscaling

Wherewillthepuckbein5+years


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GovernmentsRole

Insureafair

market

place

Insureintegrityofthenetwork

Fundbroad

based

industry

centric

research

Driveadvanced

network

deployment

Embracechange Leanintomarketweakness

Fundmanufacturing

technologies

and

automation

Createaccess

to

capital

for

change


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ThankYou

Documents

Infinera-OFC-OIDA-Oppts-and-Trends.pdf