LightTrends Newsletter

The right path to 1.6T PAM4 optics: 8x200G or 16x100G?

December 2021

LightCounting comments on Marvell’s analyst event and 4x400G MSA announcement

Marvell’s Industry Analyst Day took place virtually on December 7, 2021. During the keynote, Marvell executives highlighted the datacenter networking portfolio with the latest Innovium and Inphi technology. Other products and announcements that stood out for us included:

  1. 50G PAM4 DSP Marvell AtlasOne chipset
  2. 100G QSFP-DD optical modules with Coherent DSP technology
  3. Ethernet PHYs for the automotive industry
  4. Plans for 200G per lane PAM4 DSP to support 1.6T transceivers, based on 8x200G optics

4x400G MSA, announced on December 13th, 2021, offered an alternative path to 1.6T by starting with 16 of 100G lanes on both the optical and electrical sides of transceivers in the OSFP-XD form factor. Founding members of the new MSA, include Arista, Broadcom and Intel. We suspect that Amazon have encouraged these vendors to come up with a lower risk and faster path to market for 1.6T Ethernet transceivers. Modules based on the 4x400G approach will rely on proven optical and IC chips, currently used in 400G modules.

Figure below illustrates the three dimensions for charting a path to higher speed modules. $10 billion valuation of Inphi (now part of Marvell) was a step up along the vertical axis: from NRZ to PAM4. It started with 25G Baud rates for 200G and 2x200G transceivers and continued with 50G Baud rates for 400G (4x100G) and 800G (2x400G) transceivers. The next logical step is 100G Baud rate DSPs to support 8x200G design of 1.6T modules. This is a proven approach to reduce power consumption and cost by minimizing the number of components. Marvell has a clear path to 5nm and 3nm CMOS, 100G Baud rate DSP chips as well as financial resources to make it happen.

Several suppliers recently demonstrated the feasibility of 200G per lane optics, but the potential customers are concerned:

  • Can suppliers manufacture 200G optics with the high yields needed to reduce cost?
  • Will it be as reliable as 100G optics and how long will it take to qualify these new chips?
The main objective of the 4x400G MSA is to mitigate the risk related to performance of 200G optics. Another goal is to launch 16x100G transceivers as soon as possible, while 200G per lane DSPs and optics are still in development. Marvell plans to launch 200G per lane DSPs in 2023 and it may take another year to qualify these new chips. This does not leave much time for 4x400G transceivers. These need to start shipping in early 2023 at the latest to have at least two years of the market for themselves, assuming Amazon will be ready to deploy 1.6T transceivers in 2023.

There is a good reason for the new MSA to be named 4x400G and not 16x100G, which would be another step along the “number of lanes” axis in the figure above, but that is not what 4x400G MSA is proposing. The idea is to take the existing 4-lane components and combine them into a high-density module. We have seen 2x200G and 2x400G double density modules already. This one will be the first quadruple density transceiver.

The new 4x400G MSA makes a step along the “hidden 4th dimension”, not shown in the figure. The distinction between 16x100G and 4x400G is very clear by looking at 4x400G FR4 modules: it is still a four-wavelength solution, but it needs 4 fibers in each direction. The differences are more subtle for DR4 devices, but the key point is that 4x400G modules will use 4x100G components, not 16x100G, ensuring a fast time to market.

If 4x400G modules make it to the market, we will have three generations of 1.6T transceivers:

  • 4x400G: 16 lanes of 100G on the electrical and optical sides (Gen zero?)
  • 8X200G Gen-1: 16 of 100G electrical lanes and 8 lanes of 200G optics
  • 8x200G Gen-2: 8 lanes of 200G on the electrical and optical sides

Gen-2 will need 200G SerDes, which is another high-risk new technology, which will not be available until 2025. The sweet spot for Gen Zero is 2023-2024, Gen-1 2025-2026, Gen-2 2027 and beyond. The timeline is very tight, but if Amazon can deploy at least a million units in each of the three generations, the investment for suppliers is justified. More importantly, if Gen-1 and/or Gen-2 is delayed, there will be a manufacturable solution for 1.6T pluggable modules.

The 4x400G transceivers may look like miniature porcupines with up to 32 fibers sticking out of them, but wait until we see co-packaged optics with 64 or 128 fibers. LightCounting will be releasing an updated forecast for CPO next week as part of its High Speed Cables, Embedded and Co-Packaged Optics Report - December 2021.

LightCounting subscribers can access the full text of this research note by logging into their accounts.

Ready to connect with LightCounting?

Enabling effective decision-making based on a unique combination of quantitative and qualitative analysis.
Reach us at

Contact Us