On 28/11/2025 11:34, Joel Busch wrote:
Yes we're seeing the same. And when I ask a customer if they would
like their uplinks to be 100G-LR4 or 100G-LR they ask me what 100G-LR
is :-)
Wait when SFP-DD starts to become a thing :-). We have started shipping
these to some customers in Africa. Great for density when you can slot
44x 100G ports into a 1U line card.
Single-lambda 100G is definitely the way to go. LR4 just eats up too
much space and pays the data centres a lot more in x-connects than I'd like.
And with ER4-lite all bets are off. It's anyone's guess which shop
will sell which spacing, just make sure your inventory stays
consistent for your own sanity.
I think the commercial gap between 400G-ER4/ER4-Lite is closing quickly
enough that for most people green-fielding short-haul 400G above 10km,
400G-ZR+ coherent will look a lot more attractive. Especially because
you can bolt on an amplifier and extend that 400G beyond 60km, or reduce
the modulation and increase reach for slightly lower speeds (100G, 200G
or 300G).
400G-ER4/ER4-Lite being O-band does not lend itself to being amplified.
My advice to anyone thinking of 400G-ER4/ER4-Lite would be to consider
400G-ZR+ instead.
800G-ZR+ will help to lower 400G-ZR+ pricing even further, by the end of
2026.
My prediction is that 400G-ER4/ER4-Lite fades into the darkness like
100G-CWDM4 did.
Mark.
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