OSA 2021 OIDA Executive Forum

OSA 2021 OIDA Executive Forum

Join Marvell at the OIDA Executive Forum - The Premier Annual Event for Leaders in Optical Networking and Communications

OIDA Executive Forum features C-level panelists in an informal, uncensored setting discussing the latest issues facing the industry and your business. 

Marvell Presenters:

Panel 1: Will Open and Disaggregated Optical Networking Change the Service Provider Landscape?
Nariman Yousefi, Executive Vice President, Automotive, Coherent DSP and Switch Group
Wednesday 02 June 2021 | 10:30 - 11:30 Eastern Daylight Time (UTC - 04:00)

While the use of open software and systems has now become commonplace in the data center world, communications service providers (CSPs) are still evaluating whether such an approach can meet their requirements for reduced equipment costs, improved service velocity, and greater innovation. Key technology vectors include disaggregation, virtualization, SDN, open source software, and contributed reference designs for hardware. Open organizations such as the Open Compute Project (OCP), Telecom Infra Project (TIP), and ONF, along with MSAs such as Open ROADM, are challenging and complementing the role of established standards bodies in driving such innovation into transport networks. Meanwhile, new hardware and software players see open networking as their opportunity to enter the CSP market.

This session will explore the prospects of open optical communications in the evolution of technologies and network architectures and will highlight the progress of key open initiatives and actors across the components, hardware, and software ecosystems.

 

Business Fireside Chat
Matt Murphy, President and Chief Executive Officer
Thursday 03 June 2021 | 12:00 - 13:15 Eastern Daylight Time (UTC - 04:00)

The optical landscape has seen major changes over the last year including Covid-related disruption and traffic pattern changes, resurgence of consolidation and vertical integration, impact from trade wars, looming threats of new architectures utilizing white box optical systems, pluggables and onboard optics. The big questions from here are whether these trends are transitory or signal a fundamental change in the industry landscape

This fireside chat features leaders from across the optical networking supply chain providing their unique perspective on a broad range of industry issues including:

  • View of market fundamentals in 2021 and over the next 3 years. Discuss trends by end markets, geos and products.
  • A discussion on the impact of Covid on manufacturing, deployments and traffic patterns – Did we see some pull forwards, and are we going through absorption now. Are we at a depressed level of deployments and should the industry see catch up spend at some point? Has Covid lead to some permanent changes in traffic patterns that will drive changes in how networks are built?
  • A discussion on industry consolidation and the factors driving it – vertical integration, optoelectronic integration, economies of scale, and synergies.

Are the lines between system, module, and component vendors blurring? Over the last 12 months we have seen examples of system vendors choosing to buy/build component technology across the telecom and datacom markets and attempting to monetize this technology not only through use in their own systems but also through component/module level sales. What is driving this and how does this affect economics as well as business models for system and component vendors?

  • New architectures or more of the same? For many years we have talked about disaggregation and use of pluggable optics in optical networking. The technology has existed but the tradeoffs and operator buying patterns have lead to limited adoption. Is that set to change with commercialization of ZR optics in 2021? At the same time are pluggables at risk for intra data center applications with the advent of onboard optics and copackaging or are these science experiments for now?
  • Are we going to have separate supply chains for the East and West? The imposition of tariffs on products built in China and restrictions on Huawei are the most recent, but not the first, instance of Chinese vendors being impacted by reliance on US components as well as operators being impacted by their reliance on Chinese systems vendors. Does this lead to the industry bifurcating into separate supply chains, and how do component and system vendors navigate this changing landscape?

Where to Find US

Virtual Event

June 2-3, 2021

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