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The market is in a period of rapid adoption of higher speeds led by the hypserscalers. The industry used 2016 and 2017 to adopt 25 Gbps and 100 Gbps port speeds based on 25 Gbps SERDES technology. As we enter 2018, those same hyperscalers are about to adopt 50 Gbps, 200 Gbps, and 400 Gbps port speeds based on 50 Gbps SERDES at a record shattering pace. In the data center alone, there are now eight unique port speeds, with countless more unique variations of form factor and pluggable distance.
The market will need additional bandwidth beyond what is currently available today. Several of these technologies were highlighted at the OIF Forum conference. 100 Gbps SERDES will help drive the industry towards that goal. Looking forward, 100 Gbps SERDES will help drive wave two of 400 Gbps, which will help enable Ethernet to extend its reach well outside of short reach data center distances. At the same time, it will also have a long life, with use cases ranging from enterprise to service provider. The big question often asked is why after so many years for the market to adopt 10 Gbps, will we suddenly see a more rapid pace of adoption going forward? There are many reason why, but we should look at a few things are different this time. First, the hyperscalers are a new type of customer. Hyperscalers truly bring a new scale to networking and compute in a way that makes the traditional SPs look small. Second, SDN, the hyperscalers have done something unique here that often gets overlooked that is occurring right now, in the second half of this decade. Hyperscalers are increasing the utilization rate of their compute and networking resources. For compute, this is approaching 100% utilization so the industry is in a period where hyperscalers, using SDN are able to grow network bandwidth at a pace faster than what the CPU is scaling. This more rapid pace will not continue forever, but is one of the reasons why innovation over the next several years will occur more rapidly than historic norms and why it will be important for the industry to think about how to invest across speeds and technologies in order to better leverage existing investments. If not, the pace of innovation will simply be too much to recoup investment in the compresses timelines we are currently in.
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Broadcom joined both Innovium and Nephos by publicly announcing 12.8 Tbps fabrics with its Tomahawk 3 product line. We love new data center silicon from all vendors, it is something we track closely and we see these as a disruptive technologies to the networking ecosystem and an enabler of next generation cloud architectures. There will be many more such announcements in 2018. Here are some of our takeaways as we enter 2018.
More rapid innovation cycle – Even noted in the Broadcom's Tomahawk 3 press release, we see the demand requirements of the hyperscalers as driving a more rapid cycle of silicon over the next couple generations. Tomahawk 3 is being introduced less than the typical 24 months we see separating prior between generations of data center fabric semiconductors. This will put significant pressure on parts of the supply chain, especially on optics vendors. Optics vendors are still ramping for 100 Gbps and now must support both OSFP and DD-QSFP for 400 Gbps, essentially doubling their product diversity needs. Not only are there more form factors, but there are also different variations of distance and specifications that increase the complexity. What next – We see two waves of 400 Gbps, the first being based on 56 Gbps SERDES, the second coming in the 2020 timeframe based on 112 Gbps SERDES. We believe 800 Gbps is not that far off in the horizon as hyperscalers like Amazon and Google continue to grow. We note that the hyperscalers are about to be 3-4 generations ahead of the enterprise. This type of lead and technology expertise really changes the conversation around Cloud. We saw this at Amazon re:Invent with their Annapurna NIC, the Cloud is doing things that just aren’t possible in the enterprise, especially around AI, machine learning, and other new applications that take advantage of the hyperscalers size. 2018, the Year of 200 Gbps and 400 Gbps – In 2018 we will see commercial shipments of both 200 Gbps and 400 Gbps switch ports. We see significant vendor share changes because of this. Simply put the Cloud, especially the hyperscalers will be that much bigger by the end of 2018 and they buy a different class of equipment then everyone else. This will continue to cause the vendor landscape to evolve. |
CHRIS DePUY
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