Markets Need Supply Chain Diversity

Markets Need for Supply Chain Diversity
Cloud providers need ASIC diversity. While it is correct to state that the pandemic highlighted supply chain diversity, cloud providers have requested additional ASIC options for over a decade to ensure innovation and supply remain the same. Without competition, complacency always sets in. Multiple suppliers and offerings are needed to have a robust supply chain in ASICs. We therefore expect the market share of 51.2 Tbps to be more diversified than what we saw at 12.8 Tbps.

The first adopters of 51.2 Tbps will be Cloud operators. We expect 51.2 Tbps to make its way into the enterprise market, where it will make a compelling fixed-topology core box. 51.2 Tbps will also enter the Telco markets to support DCI. Telco operators can achieve significant densities of 400/800 Gbps ZR/ZR+ with 51.2 Tbps. The technologies used in 51.2 Tbps all provide the groundwork for future generations of ASICs with the lessons learned of doubling the number of lanes and increasing the SERDES speed.