Aiming to become the global leader in chip-scale photonic solutions by deploying Optical Interposer technology to enable the seamless integration of electronics and photonics for a broad range of vertical market applications
Message: Some industry info from fibeReality
As the CEO of Marvell Technology (please see: https://lnkd.in/eVD2kbvH), Matt Murphy, thought the announcement of its 800ZR solution “was very much a surprise to the industry” (https://lnkd.in/eaK4d44C), the aggressive positioning may partially be related to a new, large customer to that pluggable marketplace, according to intelligence recently gathered by fibeReality. Otherwise, there is hardly a rush to the next higher speed, including for the following four reasons: 1) Microsoft, always the biggest proponent of this type of pluggable desires jumping directly to 1.6T-ZR; 2) Google has never seemed nearly as excited as Microsoft about these devices (although we discovered that additional orders from the former are apparently being driven by AI/ML applications); 3) there are indications that Amazon has greater interest in cost reduction than getting as much performance with a lite version, at least with 400ZR; and 4) Cisco/Acacia has been tempering expectations on 800ZR since the summer of 2022 (https://lnkd.in/epWsRXWW). However, we found out that Meta, which did not deploy 400ZR, is redoing its architecture with a heavy emphasis on 800ZR.
Perhaps the optics team at Meta has decided for sure to concentrate its efforts on practical concerns moving forward. Although at least one speaker from the hypersclaler at ECOC 2023, briefly and generally mentioned co-packaged optics, there was obvious discomfort felt by the presenter when being pressed by audience members to get specific about its plans, such as involving the imaginary ties between 100T switches and CPO (please see: https://lnkd.in/e8iJwdgK). fibeReality has also been able to verify on the demand side that Marvell is providing a good DSP for the 800ZR application. Maybe the biggest reason for the supplier getting out in front is to try to avoid the initial, widespread marketplace perception of the module team being behind in the 400ZR space (please see: https://lnkd.in/ekt23pw6), a situation that appeared to be rectified afterwards, with a much greater number of shipments (https://lnkd.in/ebfeUVgd).
Perhaps the optics team at Meta has decided for sure to concentrate its efforts on practical concerns moving forward. Although at least one speaker from the hypersclaler at ECOC 2023, briefly and generally mentioned co-packaged optics, there was obvious discomfort felt by the presenter when being pressed by audience members to get specific about its plans, such as involving the imaginary ties between 100T switches and CPO (please see: https://lnkd.in/e8iJwdgK). fibeReality has also been able to verify on the demand side that Marvell is providing a good DSP for the 800ZR application. Maybe the biggest reason for the supplier getting out in front is to try to avoid the initial, widespread marketplace perception of the module team being behind in the 400ZR space (please see: https://lnkd.in/ekt23pw6), a situation that appeared to be rectified afterwards, with a much greater number of shipments (https://lnkd.in/ebfeUVgd).
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