Infinera bullish on prospects in India

December 2, 2014

Andrew Bond-Webster“Things are looking up for Infinera operations in India,” say Andrew Bond-Webster, Vice President of Sales for Asia Pacific and other top executives Infinera. And given the track record of the company, they are being modest. The story of Infinera is finally one of stability and growth.

Traditionally a long-haul optical supplier, Infinera recently announced the Cloud Xpress, its product for the metro cloud market. Andrew also said that his firms is in the process of winning top customers during the third quarter. Its DTN-X platform, including its first “industrial-type” enterprise customer, also attract demand from India. Infinera provides digital optical networking systems to telecommunications carriers.

Yes, Infinera is definitely in a good spot right now – a medium company with some fresh technology and not wedded to the budgets of the big carriers. Infinera always makes good moves within their strategy. For instance – Cloud Xpress which is believed by “the right product for the firm” by global analysts.

Cloud Xpress used to connect data centres as a stackable platform, similar to how servers and storage systems are built. The development is another example of how the rise of the data centre is influencing telecoms. It’s not just going after the whole market, it’s targeting a high-growth market that is ripe for an insurgent supplier.

Andrew has briefed about cloud Cloud Xpress for the beginners. Cloud Xpress, its first product designed specifically for the metro market that’s based on its photonic integrated chip (PIC) technology.
As the name suggests, the Cloud Xpress is targeted at the cloud traffic transport market, and is specifically designed to provide high-speed connectivity between data centers, so Infinera is going after the major Internet content providers, which are spending billions of dollars (and rising) on optical transport infrastructure, with this platform.

It’s not just a roadmap, it’s a product that is imminent, and it’s PIC-based, which is important.
Recently, Infinera CEO Tom Fallon stated that the company sees two very distinct metro market opportunities, “and we intend to access both.” The Cloud Xpress has been designed specifically for the near-term opportunity in data center interconnectivity — “very high bandwidth and lots of Ethernet traffic” — that is emerging right now.

The other, metro aggregation, will come in late 2015 and 2016, believes Infinera. “We’ll be taking the full functionality of the [100G] DTN-X and putting it into metro form factor,” noted Fallon.

“As cloud services play a larger role in the telecommunications infrastructure, Infinera is committed to focusing on the specific requirements of cloud networks and delivering technologies that enable the continued evolution of this fundamental market shift,” Andrew added.

Infinera says that the Ethernet client signals connect to a simple mapping function IC before being placed onto 100 Gig tributaries. Elby says that Infinera has minimised the latency through the box, to achieve 4.4 microseconds. This is an important requirement for certain data centre operators.
There is a drive in the industry that is coming from the data centre world that is starting to slam into the telecom world.

Infinera products include DTN System, Infinera Line System, ATN System, IQ Network Operating System and Management Suite. The Infinera architecture is based on a series of technological innovations, most notably the world’s first commercial large-scale Photonic Integrated Circuits (PICs). Infinera’s other near-term launch is the Packet Switching Module (PXM) for its DTN-X platform, which is already deployed by 46 customers.

The PXM adds 10GigE and 100GigE ports to the optical platform, turning it into a packet-optical product. According to Infinera president and founder Dave Welch, this plays to the increasing demand for transport systems that offer “highly scalable optical and simplified packet” capabilities. “This is something the data center operators have opted for, and we believe [telcos] will follow.”

The PXM will be commercially available in the first quarter of 2015.

Recently, Infinera and CenturyLink, Inc. delivered one terabit per second (1 Tb/s) of super-channel transmission capacity to support the SCinet network. One terabit of capacity connects the Ernest N. Morial Convention Center to CenturyLink’s nationwide fiber optic network, utilizing the Infinera DTN-X platform. SCinet is one of the most powerful and advanced networks in the world, created each year for the Supercomputing Conference.

Financially, Infinera has had a good year. And it will continue to do so in near term.

Comments are closed.