Slide 1: Orion: A Tipping Point for Optical Networks
Orion: A Tipping Point for Optical Networks 5nm coherent DSP boosts performance, use cases for carriers and clouds Samuel Liu Senior Director, Coherent DSP Marketing Embargoed until August 23, 2023
Slide 2: Forward-looking statements
Forward-looking statements Except for statements of historical fact, this presentation contains forward-looking statements (within the meaning of the federal securities laws) including statements related to future revenue, future earnings, and the success of our product releases that involve risks a
Slide 3: Industry's 1st 800G coherent DSP for pluggable modules
Industry’s 1st 800G coherent DSP for pluggable modules ▪ Better total cost of ownership ‒ 60%-75% lower cost over embedded solutions 1 ‒ 30% lower cost and power per bit over existing modules 2 ▪ Extends reach of modules to 2000km ▪ First to enable 800 Gbps ZR/ZR+ modules ▪ Multiple use cases for ca
Slide 4: The relentless growth of traffic and bandwidth
The relentless growth of traffic and bandwidth 500 20 450 18 Data center bandwidth 400 16 3.5x FWA 40-50% 350 Growth 2022-2028 (3G/4G/5G) 14 CAGR 300 12 250 10 200 Mobile data 8 (5G) 150 6 100 4 Mobile data 50 (2G/3G/4G) 2 0 0 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 2020 2021 202
Slide 5: An inflection point for the market
An inflection point for the market 1,800,000 1,600,000 1,400,000 1,200,000 ◼ Coherent on-board Unit shipments 1,000,000 ◼ Coherent pluggables 800,000 600,000 400,000 200,000 0 2018 2019 2020 2021 2022 2023 2024 2025 2026 2027 2028 Source: LightCounting © 2023 Marvell. All rights reserved. 5
Slide 6: Marvell accelerates the pluggable ecosystem
Marvell accelerates the pluggable ecosystem 2017 2020 2023 100/200G 400G 800G Low power/high performance First 400G pluggable DSP First 800G pluggable DSP 200G Metro / 100G LH 400ZR/ZR+/Metro/200G LH 800G ZR/ZR+/Metro/400G LH Changed industry IPoDWDM: 400G/100G IPoDWDM: 800G/400G landscape Establish
Slide 7: Orion expands use cases, performance for carriers and clouds
Orion expands use cases, performance for carriers and clouds 2,000km 400G CFP2-DCO 1,200km Telecom 400/600G networks 500km 800G QSFP-DD for IPoDWDM 1,200km 400/600G ZR+ Cloud 500km 800G ZR+ 120km QSFP-DD OSFP 800G ZR Pluggable use cases expand from 50-55% to 80%+ for carriers © 2023 Marvell. All rig
Slide 8: Cheat sheet: Orion use cases
Cheat sheet: Orion use cases Markets Use cases Bandwidth Distances Form factors Long-haul 200G → 400G 2,000 km Telco networks CFP2 Regional 400G → 600G 1,200 km QSFP-DD for IP over Metro 500 km DWDM 400G → 800G Data center QSFP-DD DCI 400G → 800G 120 km and 500km OSFP © 2023 Marvell. All rights rese
Slide 9: A massive reduction in capex with IPoDWDM
A massive reduction in capex with IPoDWDM Switch / router Switch / router Pluggables eliminate DCI boxes © 2023 Marvell. All rights reserved. 9
Slide 10: Synchronized with infrastructure upgrades
Synchronized with infrastructure upgrades Carriers: 100G to 400G routers ‒ A once in a decade shift ‒ China, North America, EMEA starting upgrade in 2023. Clouds: 12.8T to 51.2T switching ‒ 51.2T: 1/3 the power, 1/5 the cost ‒ New switches to be coupled with 800 Gbps ZR/ZR+ modules and 1.6T PAM-4 mo
Slide 11: A broad spectrum of technologies
A broad spectrum of technologies Standard Form Factor Optics Technology CFP 2 Indium phosphide QSFP-DD Silicon photonics OSFP Thin-film lithium niobate © 2023 Marvell. All rights reserved. 11
Slide 12: An expanding ecosystem
An expanding ecosystem “Our collaboration creates cutting-edge IP-over- “Orion is a milestone in infrastructure because it expands DWDM pluggable solutions that enable the continued the applications for pluggable technology. Long-haul scaling of data center interconnect and metro is now a use case s
Slide 13: Key takeaways
Key takeaways 1 Orion allows carriers and clouds to scale rapidly and economically 2 Orion expands pluggable use cases: more bandwidth, greater distances 3 Orion is supported by a growing, diverse ecosystem of module makers © 2023 Marvell. All rights reserved. 13
Slide 14: Thank You
Thank You
Slide 15: Marvell
ia MARVELL Essential technology, done right™