On August 17, Shenzhen Mayor Chen Rugui announced at the “Lighting Shenzhen, 5G Smart City” conference that Shenzhen has exceeded the goal of “building 45,000 5G base stations” ahead of schedule, and has achieved full coverage of the 5G independent network. . Shenzhen is at the forefront of the world in terms of 5G network construction, but the purpose of 5G network construction is not full coverage, because this has been solved in the 4G, 3G, and 2G eras. The real value of 5G lies in high speed, low latency, and high reliability, so as to provide network protection for artificial intelligence, unmanned driving, industrial Internet of Things, Internet of Vehicles, etc., and make these applications truly land.
In response to the current development status of 5G, the State Council Information Office also held a press conference at the end of July to report the current progress of 5G to the society.At that time, Wen Ku, director of the Communications Development Department of the Ministry of Industry and Information Technology, said that my country’s 5G is still in the early stage of commercial use, and it is still necessary to speed up the overall construction of 5G, expand the resources of base station sites, and especially strengthen the guarantee of power and frequency resources. To enrich the application of 5G
The next three years will be the peak year for my country to build 5G base stations, and foreign countries generally lag behind my country in this regard. Therefore, in the next 5 to 8 years, the peak of 5G construction will continue for quite some time.
One of the most important advantages of 5G is the high speed. Many media and operators have announced that the speed of 5G is dozens or even hundreds of times higher than that of 4G. In fact, this kind of propaganda is also true in the 4G and 3G era. So, what pressure does 5G network construction face?
A few days ago, Credo held a new product launch conference in Shenzhen, and released the Seagull 50 optical communication DSP chip for 5G network fronthaul and mid-transmission optical module applications. Yang Xuexian, vice president of sales at Credo, said that in terms of “speed-up”, in order to meet new application scenarios, 5G requires larger transmission capacity and faster transmission rate support. Therefore, the optical device module also needs to be upgraded accordingly, which brings a demand for a large number of optical devices. At the same time, the bandwidth of 5G fronthaul is transitioning from 10Gbps and 25Gbps to 50Gbps.
In terms of “fee reduction”, during the 5G construction period, there will be huge capital expenditures of hundreds of billions of yuan each year, and optical modules account for 6% of them, with annual expenditures of about 10 billion yuan. In addition, the later maintenance and use cost (OPEX) of base stations is also an important expense for operators, of which electricity is the core part, accounting for nearly 20% of the total operating expenses. The mobile base station statistics of the three major operators in 2018 totaled a total of The power consumption is about 27 billion kWh, and the total electricity bill is 24 billion yuan. At present, improving equipment performance and reducing the cost and power consumption of 5G equipment are major challenges facing the industry.
The key to the 5G optical module lies in the chip, and the specific requirements are shown in the following four aspects:
1. High performance
Compensate for optical damage and nonlinear effects caused by optical components, temperature changes and optical fibers
The product needs to have higher flexibility and is used in scenarios such as ER/LR fronthaul, midhaul, etc.
2. High speed
50Gbps is the recognized transmission rate in the 5G mid-transmission application field, with the most cost-effective advantage
Next-generation fronthaul optical interconnect solution optical modules will be upgraded from SFP28 to SFP5
3. Wide temperature
Use in differentiated environments, mid-transmission indoor applications, commercial-grade temperature
The prequel full outdoor scene has a rigid requirement for the industrial-grade operating temperature range (-40~85℃)
4. Low cost
Low cost is one of the main demands of the 5G industry chain, and optoelectronic chips will restrict the cost reduction of optical modules
5G network operators need lower power devices to continue to reduce operating costs (OPEX)
According to reports, the Seagull 50 optical communication DSP is a high-performance optical communication DSP dedicated to the fronthaul and mid-transmission optical modules of 5G wireless communication networks. This product meets the ever-increasing bandwidth demands of mobile networks, supports long-distance transmission and an industrial-grade operating temperature range. Seagull 50 can be configured in two working modes: 2x25G<—>1x50G and 1x50G<—>1x50G. Seagull 50 products use Credo’s unique design architecture to minimize die size and use mainstream processes to reduce product cost.
Seagull 50 is a multi-functional full-duplex product with industry-leading low power consumption, which can be used in next-generation QSFP28, DSFP and SFP56 pluggable optical module. Operating over an industrial temperature range of -40°C to +85°C, the Seagull 50 is ideal for use in data center and 5G wireless/eCPRI fronthaul, midhaul and backhaul applications.
Seagull 50 is an optical communication DSP with two modes that can be used as Gearbox or Retimer.
In Gearbox mode, the chip is configured as: device-side dual-lane 24.33-25.78Gbps NRZ to line-side single-lane 50.135-53.125Gbps PAM4; in Retimer mode, the configuration is: single-lane 50.135-53.125Gbps PAM4 to single-lane 50.135-53.125 Gbps PAM4.
Seagull 50 uses Credo’s leading digital signal processing (DSP) technology and equalization technology. While maintaining high performance, low cost is one of the main demands of 5G networks that need to be widely deployed for optical modules. Therefore, DSP, which is a key component in optical modules, needs to be affordable, which in turn promotes the widespread use of DML lasers, which can eventually accelerate The development of those immature optical devices. This design orientation also supports the industrial-grade operating temperature range that is just required for fronthaul, as well as longer transmission distances in midhaul/backhaul. DSP can provide high-performance, stable and reliable optical communication solutions by compensating for optical damage and nonlinear effects caused by optical components, temperature changes and optical fibers.
Key Seagull 50 features include:
2x25G<—>1x50G and 1×50<—>1x50G two configuration modes
Can be interconnected with existing optical modules
Multi-order pre-emphasis at the origin
Continuous Time Linear Equalizer (CTLE)
High-performance DSP with multi-order DFE/FFE receive equalization capability
Optimized, peer-leading compact firmware
Supports industrial temperature range (-40°C to 85°C)
Industry-leading ultra-low power consumption
At the same time, Credo also released four Dove series optical communication DSPs for next-generation data centers. According to reports, while 5G promotes the exponential growth of global data volume, the explosion of data volume also poses challenges to the network. According to Cisco’s forecast, in 2020, the global data traffic processed by IDC will account for 99.35% of the global traffic generated. The surge in traffic has forced the continuous expansion of the data center scale and the continuous improvement of bandwidth, which in turn has promoted the upgrade of optical modules.
Data center optical modules face the following three challenges:
Performance: The data center has high requirements on the performance and reliability of optical modules. If the data center fails or shuts down, it will seriously affect the operation, production and daily life of the society.
Power consumption: Electricity cost is the highest proportion of IDC operating costs, accounting for about 60% of the company’s operating and maintenance costs; excessive power consumption of optical modules will increase the cooling cost of the data center.
Cost: According to IDC and ODCC data estimates, the scale of my country’s IDC industry in 2019 is 160 billion yuan, a year-on-year increase of about 25%. Among them, the optical module/AOC accounted for 3.2%, with a market size of about 5.2 billion.
The new generation of Dove series low-power PAM4 high-speed optical communication DSPs released this time includes four new products: Dove 100, Dove 150, Dove 200 and Dove 400 optical communication DSPs, which are specially designed for next-generation 100G/200G/400G data center network platforms. to build.
According to reports, the company’s unique PAM4 DSP architecture can minimize the chip size, and the products are made with mainstream technology, which can provide the best performance, cost and power consumption for the next generation of optical modules: using Credo Dove series PAM4 high-speed optical communication The pluggable optical module designed by DSP can have industry-leading performance and ultra-low power consumption at a low cost.
100/200/400G has now accounted for more than 50% of the data center network connection market, and will maintain a continuous growth trend in the future, becoming the mainstream rate of data centers. Operators of cloud platforms are deploying higher-density 100G network topologies and have already started investing in deploying 200G and 400G networks to accommodate growing network bandwidth demands. With the continuous improvement of network speed, the power density and scalability of the network have become one of the indispensable standards in the design of optical modules and switches.
Credo’s DSP technology and equalization technology can well compensate for optical loss while keeping the chip’s low power consumption. All Dove series products feature key features of Credo’s digital signal processing technology, including:
Continuous CTLE and DFE/FFE receive equalization
Multi-order pre-emphasis at the origin
Industry-leading ultra-low power consumption
Complete testing and diagnostic capabilities
Interoperability with IEEE industry standards
Optimized, peer-leading compact firmware
In addition, each channel of the Dove 200 and Dove 400 is equipped with an independent Phase Locked Loop (PLL) that supports a tap configuration. Bi6ednc
Dove 100: For next-generation high-performance 100Gbps DR/FR/LR QSFP28 optical modules.The four-channel 25.78125Gbps NRZ signal received on the device side can be aggregated into a single-channel 106.25Gbps PAM4 and transmitted to the optical side
Dove 150: 100Gbps DR/FR/LR QSFP-56 optical transceiver for low power consumption and high performance. The two-channel 53.125Gbps PAM-4 signal received on the device side can be aggregated into a single-channel 106.25Gbps PAM4 signal and transmitted to the optical side. Bi6ednc
Dove 200: Enables seamless interconnect architecture without Gearbox or FEC conversion, helping data centers scale with switches with 50G PAM4 connectivity. Supports IEEE 802.3 200GBASE-SR4/DR4/FR4/LR4 and 400GBASE-SR8 specifications. It plays a relay function and transmits the four-channel 53.125Gbps PAM4 signal received by the device side to the optical side as a four-channel 53.125Gbps PAM4 signal.
Dove 400: For low power, high performance 400Gbps DR4/FR4/LR4 OSFP and QSFP-DD optical modules. The eight-channel 53.125Gbps PAM-4 signal received on the device side can be transmitted to the optical side as a four-channel 106.25Gbps PAM4 signal.
Five DSP products (the fourth from the left is the Dove series, the first from the right is the Seagull 50)
In addition, according to Chen Ran, special assistant to the chief operating officer of Credo and general manager of the capital market department, Credo completed the D round of financing of 100 million US dollars in the first half of this year, following the completion of the C round of financing in the first half of 2019. The past year has been the fastest growing year for Credo in China. The company established a Wuhan branch, established a Chinese sales team and a FAE team, and had a more systematic and comprehensive interaction with Chinese customers.
What is the relationship between Credo, Mosheng and Xinjing? He introduced that the names of Credo, Mosheng and Xinjing represent the three stages of the company’s development:
Phase 1.0 (Credo Phase): Credo is meant to be faith or belief. In 2008, three returnee Chinese founders founded Credo in China with their own beliefs. Since then, they have cultivated a group of teams and teams engaged in the world’s top speed Serdes research and development for China. Different from today’s frequently criticized PPT core making, which burns investors’ funds to make cores, Credo did not raise a penny from investors from 2008 to 2014, relying on the founder’s own funds and the strength of the founding team. Faith is doing the research and development of high-speed communication chips in a down-to-earth manner. In 2012, Credo demoed the 65nm 28G NRZ Serdes Phy; in 2014, it demoed the 40nm 56G NRZ Serdes Phy. In the 1.0 stage, the three founders not only brought a solid technical accumulation to the company, but also accumulated a valuable business philosophy for today’s Credo: Credo’s development cannot depend on investment, and must be able to rely on its own business operations. Get sustainable development.
Stage 2.0 (Mosheng Stage): As the name suggests, Mosheng means silently rising. At this stage, Credo, under the leadership of Group CEO Bill Brennan, gradually transformed advanced technology and chips and products with excellent performance into real orders: In the field of Serdes IP, after recent years of development, Credo has It has SerDes IP from 28nm/16nm/12nm to 7nm full process, from single channel 112G/56G to 28G full rate. The IP customer base is the industry’s top customers in many application fields such as data centers, cloud computing, big data, 5G, artificial intelligence, and autonomous driving. In the field of switch chips, Credo relies on more than 20 years of industry experience of the executive team and the strong support of world-class customers. After five years of research and development and polishing, the existing line card 28nm Serdes chips have shipped more than 2 million chips, which will be launched in a timely manner. The Mac Sec encryption chip and supports the national standard; after 3 years of accumulation in the field of optical chip DSP, Credo will release the low-power PAM4 DSP to help the construction of new-generation data centers and 5G networks; the company is a member of OCP and participates in IEEE , OIF and other standards, and is also the initiator of the HiWire Global Industry Alliance.
Stage 3.0 (Core Vision Stage): Core Vision Technology (Shanghai) Co., Ltd. was established in 2018. The English name is Infinita, which means endless core extraction. The company’s establishment of a wholly-owned subsidiary of Coreworld is to provide Chinese customers with more timely and thoughtful pre-sales and after-sales services to support the rapid development of Chinese system manufacturers. 2020 is a year of disasters and disasters, and it is also a year in which we continue to witness history. From the new crown epidemic at the beginning of the year and the Floyd incident in the United States, while the external environment has changed drastically, Credo has adhered to the original belief, overcame many difficulties, turned crisis into opportunity, made full use of the advantages of the company’s distribution, broke the shackles of regions, and The best companies in China and the United States provide better and more comprehensive services. In 2019 and 2020, the company actively introduced Chinese investors, and successively completed the C and D rounds of financing, providing sufficient funds for the company’s development in the next 3-5 years and making the company’s equity structure more diversified; in 2020, Credo Shanghai has officially moved into a new office building, and has built a modern laboratory that meets international standards with its own funds; Credo has established a Wuhan branch and is about to set up a Nanjing branch; at the same time, the construction of the Chinese team has also ushered in After a new wave, the company has established an independent team for Chinese customers, from R&D to sales, from operation to technical support, the company is eager for talents, and the number of employees in Greater China is expected to increase by 50% year-on-year in the coming year. .
To sum up, although Credo has Serdes IP of all process nodes in the industry and a wide range of high-quality customer bases, the company’s business policy has changed from the early IP business to the long-term sustainable development strategy of diversified product lines such as chips and AEC. Credo’s growth history fully shows that it is not an American company, but an international company that grew up in China and serves global customers.
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