sp portfolio competitive landscape - telescience...ciena raisecom telco system accedian rad rad...
TRANSCRIPT
SP Portfolio Competitive Landscape
2RAD Proprietary and Confidential SP Portfolio Competitive Landscape
• RAD’s Position in the EAD Market– Competitive Environment
• RAD’s Position in the vCPE Market– Competitive Environment
• Summary
Agenda
3RAD Proprietary and Confidential SP Portfolio Competitive Landscape
SP Focus
• SPs focus on 10G deployment‒ Price pressure already exists ‒ NA and EU drive the majority for 10G
• More requirements for 100G EAD‒ Opportunities in NA, EU and APAC‒ Requires full switching and services
scale• We observe a new MTU trend‒ Requires more fan out and scale
• L2 EAD over BB and LTE catches momentum
‒ EU, NA and APAC ‒ Different use cases for this function
EAD Market:
• The market is evolving..‒ Major tenders ‒ SD-WAN continues to lead the vCPE drive‒ More SPs understand the value of uCPE‒ Still struggling with business case‒ Some SPs are looking into IT services with
uCPE• Still many challenges‒ Some of SD-WAN vendors can provide
uCPE‒ Jungle in the WB market
vCPE Market:
4RAD Proprietary and Confidential SP Portfolio Competitive Landscape
ETX-2 CPE/uCPE Portfolio
RADview NMS/EMS and Edge Orchestrator
PM/SATWindows/Linux
1G/10G uCPE & pCPE Whitebox portfolio
NFV
ETX-2v/p-series platformDenverton/ Xeon-D, 2 – 4 – 8 – 16 cores
10G L2 Demarcation and Aggregation portfolio
ETX-2i-10G2/4 SFP+ and 4 Combo
ETX-2i-10G4 SFP+ and 24 1G
10G
ETX-2i-64E1T164 x E1/T1
1G L2/L3 Premium Demarcation with NFV module portfolio
ETX-2i-B4/6 ports, pluggable NFV module
ETX-2i )4/8 ComboAIO modules, NFV module
ETX-2i )10 ports
1G
MiNID – NID and PM probe SFP sleeve & Standalone form factor
MiNID
ETX-203AXFiber
ETX-203AX8WSHDSL
ETX-203AXLTE
ETX-203AMModular
ETX-205AGPS / Timing / E1 PWE
1G ETX-2 – Flexible L2 demarcation portfolio1G
3x100G, 10x10G
100G L2 Demarcation and Aggregation portfolio
ETX-2i-100G
100G
RAD’s Position in the EAD Market
6RAD Proprietary and Confidential SP Portfolio Competitive Landscape
New Platforms in roadmap 2019
Apr/19 July/19 Oct/19 Jan/20
ETX-2i New D-NFV cards (XEON-D 4/8 Cores)
ETX-203AX-LTE/BBOptical + cellular access for high availability and fast rollout
Jan/19
ETX-2i-10G/MBHOptimized 5G cell site demarcation
ETX-2-100G Aggregation (800G)
pCPE/VDSL 1st release
ETX-2-100G High Speed Carrier Ethernet demarcation and aggregation
7RAD Proprietary and Confidential SP Portfolio Competitive Landscape
EAD Market Competitive Landscape
0
1
2
3
4
5
Price
Feature Set
Wide PortfolioInnovation
vCPE Evolution
Adva Ciena Raisecom Telco System Accedian RAD
8RAD Proprietary and Confidential SP Portfolio Competitive Landscape
ADVA Business sectors
Optical Transport
Packet Edge &Aggregation
Network Virtualization
TimingSynchronization
FSP 3000 AgileConnect, FSP 3000 CloudConnect, FSP 3000 AccessConnect
FSP FSP 150CC series, FSP 150-GE100Pro Series, FSP 150 ProVMi & ProVMe series
Ensemble Connector, Controller, Orchestrator, Director
Acquisitions
OSA PTP GM, OSA Syncplug, etc.
ProductsBusiness sectors Likely business volume*
* Have no data to support this assumption but expect optical business leading operating income before Ethernet and Timing
RAD competitive sectorsETX-2i/DNFV ETX-2vETX-2iETX-2AX
vCPE-OS ------- RADview -------
MiCLK
9RAD Proprietary and Confidential SP Portfolio Competitive Landscape
• There are two models in the ISCOM series:– ISCOM 2xxx, RAX 7xx
• Main competing products: – ISCOM RAX701/RAX711 – ISCOM 2900
• ISCOM products support IP/MPLS
Arguments against ISCOM series products
• RAD Advantages over ISCOM RAX701/RAX711– ETX supports SAT based Y.1564, RAX only based
on RFC2544– RAX doesn’t support timing based on 1588 TC or
BC – ETX-2i-B can be equipped with NFV module– ETX-203AX can match this product in
performance, features and price
RAD’s Position in the vCPE Market
11RAD Proprietary and Confidential SP Portfolio Competitive Landscape
ETX-2v – most flexible uCPE portfolio in the market
Branches HeadquartersSmall Medium Large Regional Central
Users (example) 10 50 200 500 1000Bandwidth (example) 10 – 50 Mbit/s 10 – 100 Mbit/s 100 - 200 Mbit/s 200 – 500 Mbit/s 500 – 1000 Mbit/s
ETX-2v models
CPU = Performance Denverton Denverton Denverton XEON D XEON DCores = virtual services 4 8 8 6 12RAM (GB) 16 16 24 32 32Storage (GB) 120 240 1000 1000 2000SFP slots 2 2 2 2 2UTP ports 4 4 4 4 4LTE option LTE LTE LTE x xVDSL option xDSL xDSL xDSL x xPower Supply Single Single Single Single, Dual Single, DualRAD ETX-2v Operating System vCPE-OS vCPE-OS vCPE-OS vCPE-OS vCPE-OS
12RAD Proprietary and Confidential SP Portfolio Competitive Landscape
vCPE Market Competitive Landscape
0
0.5
1
1.5
2
2.5
3
3.5
4
4.5
5Solution Price
Comprehensive solution
WB Portfolio
Open Environment
pCPE Portfolio
Orchestration
Competitive Landscape
Adva One Access Cisco RAD
13RAD Proprietary and Confidential SP Portfolio Competitive Landscape
• 2 CPE models that support virtualization– ISR 4000 with UCMS (module)– 5400 ENCS (newest)
• vCPE Management solutions– Orchestrator: Cisco NSO– VIM: NSO or ESC (Elastic Service Controller) – VNF Manager
• VNFs (+100 different VNFs’) – CSR1000V, vBRAS, vRR, vCGN, etc.
Cisco vCPE options
$3,847.23
5400 ENCS
ISR 4000
14RAD Proprietary and Confidential SP Portfolio Competitive Landscape
• Wide range of vCPE and pCPE portfolio
• Price competitive
• Advanced routing features
• No Orchestration
• Works mainly in Europe
One Access
15RAD Proprietary and Confidential SP Portfolio Competitive Landscape
OneAccess Portfolio
16RAD Proprietary and Confidential SP Portfolio Competitive Landscape
• Ensemble Connector
• L2 NID + L3 forwarding (no L3 PM)
• Open Management + Virtualization
• Ensemble Orchestrator - Automated Service Creation
• Ensemble Analytics - Big Data Collection and Analysis
• Ensemble Controller - an open source SDN controller
and management system
• Ensemble Director - provides the flexibility, scalability
and high-availability for end-to-end configuration
Adva Ensemble Solution
17RAD Proprietary and Confidential SP Portfolio Competitive Landscape
uCPE HW portfolio
ETX-2i seriesETX-2v series 3rd party white boxes Pluggable Network Functions
Customer Edge
NFV Infrastructure Assured Packet Transport
vCPE-OSAPIs FW SD-WAN
VNF
Other VNFs
VNF Virtual Services
RAD vCPE Solution Components
RADviewEMS/NMS and Domain Orchestrator Integration to 3rd party
3rd party NFV OrchestratorServices / Lifecycle Service Orchestration
Network Infrastructure
NFV SDN Existing WANIPCE 2.0OTNExisting OSS
Service Portal
Integration to 3rd party
Public Clouds
IP/MPLS/Ethernet
Wireless
Internet
Private CloudsCore services
Enterprise HQSD-WAN Overlay Transport
Assured Underlay Transport
Customer Edge
uCPE
18RAD Proprietary and Confidential SP Portfolio Competitive Landscape
vCPE-OSBuilt on RAD’s Assured Access competence
NFV
IN
etw
orki
ng
Linux UbuntuEthernet NID Router Control Plane
Transport Layer FunctionalityPluggable drivers & Mgt
ZTP Security Tunnels
Networking Toolbox
OAM Acceleration
Universal CPE
Device Management– SDN API’s– Monitoring/Analytics
• NETCONF/YANG• CLI/SNMP• OpenStack Agent• OpenStack Control• OVSDB• LibVirt• OpenFlow
REST
Device ManagersOrchestrators
NET
CON
F
CLI
SNM
PSDN Controllers VNF Managers
North Bound API’s VNF
MG
T
HW
UNI/NNI and LTE/WiFi
vAccess Pluggables
Pluggables: Optics, NID, GPON, DSL, TDM, GPSPhysical Interfaces:
Intel x86 CPU (Atom, Denverton, Xeon)
Integration with a range of Orchestration partners
APIs for integration with SDN Controllers and Orchestrators
Flexible NFVI Integration Openstack or NETCONF
Comprehensive Tools BoxDPDK & SR-IOV
Utilizing RAD’s expertize in Carrier Grade transport
Any x86 Whitebox HW
Hypervisor – KVM/ Container
VNF VNF VNFVirtualization Layer
OVS – Virtual Ports/Service ChainingOpe
nsta
ck
NET
CON
F
All inOne Core
19RAD Proprietary and Confidential SP Portfolio Competitive Landscape
• RAD’s SP Portfolio is based on EAD and vCPE
• The vCPE solution includes uCPE and pCPE
• The market is evolving for both EAD and uCPE
• RAD is definitely a leader and a leading innovator
To Sum Up
Thank youF o r y o u r a t t e n t i o n