April 29, 2013
Huawei held their tenth annual Global Analyst Summit on April 23-25, 2013 in Shenzhen, China. I made the overseas trek from the San Francisco Bay Area and was joined by more than 350 analysts and journalists from around the world.
Huawei executives offered a glimpse into the company’s future by highlighting the growth opportunities of their three main business groups, Carrier Networks, Enterprise, and Consumer. Huawei expects revenue contribution to come primarily from Enterprise and Consumer businesses over the next five years. The Carrier Networks business will continue to grow, albeit at a lower rate. The company’s implied five year compounded annual growth for the Enterprise business is 37%, followed by 13% for the Consumer business, and 6% for Carrier Networks. Interestingly, executives noted that within Carrier Networks, the software and services components would grow at higher rates than hardware.
For me, the best part of the trip was the opportunity to engage with members of Huawei’s IP products and development teams. Small group sessions and one-on-one meetings provided great insights into Huawei’s product and technology roadmaps for various router product lines. As has been the case in previous years, Huawei introduced several enhancements to their flagship NE5000E core router.
- Announced the NE5000E Cluster Center Chassis (CCC) that supports 400Gbps per slot. In a multi-chassis configuration, the system supports eight line card chassis with 16 slots each and two controller chassis for total bi-directional capacity of 100Tbps. Capacity calculation: (400 Gbps per slot) X (16 slots per chassis) X (8 chassis) X (2 for bi-directional traffic) = ~100Tbps
- Introduced the new Solar 3 480 Gbps chipset. The chipset was developed at Huawei’s development center in Santa Clara, California and follows the 100 Gbps Solar 2 chipset.
- Announced a 1 Tbps line card for NE5000E core router that will be available for customer trials in 2014. The line card uses the Solar 3 chipset and includes 24 X 4 0GE ports. Technically, the line card is 960 Gbps, but is rounded up to 1 Tbps.
In addition to the core router products, Huawei discussed a number of new developments for their edge router products. We are very keen on tracking the progress of all of Huawei’s new products. Stay tuned.