Subsea Cables & Internet Infrastructure

The Echo cable is a 12 fibre network directly linking Singapore to California with with a Guam branching unit. Bifrost, the other cable connecting Singapore and the US, also lands in Bifrost. I believe each cable effectively serves as backup for the other because traffic can be rerouted at Guam. Both cables are only 12 fibre pairs due to the great distances involved. Its design capacity is 260 Tbps. A key feature of both Bifrost and Echo is they bypass the South China Sea even though it is part of the shortest path between Singapore and the US West Coast. Hence Chinese permits are avoided, resiliency is improved since most Intra-Asian traffic traverses the South China Sea, and the cable is more protected from Chinese tapping or attack. However, it does come as a price. The cable must be buried quite deep through the shallow Indonesian waters to minimize fishing boat or anchor damage. And Indonesia is quite slow to issue permits for new subsea cables. So two cables likely...

The eight fibre pair ADC system went live in November of last year. Its design capacity is slightly above 160 Tbps. Consortium members and large capacity owners include China Telecom, China Unicom, PLDT (the Philippine incumbent), Singtel, Softbank, TATA, and Vietel. TATA owns a fibre pair marketed under its own brand, TGN-IA2. NEC built the Asia Direct Cable. ADC 100G pricing for the Singapore to Tokyo route varies from $13.5K to $18.5K MRC on three year contracts. If you wish to avoid Chinese carriers, yet enjoy competitive pricing, TATA is a good choice. By a Chinese carrier I mean a network licensed to operate in mainland China and hence subject to its national security laws. These laws dictate that Chinese operators must cooperate with Chinese national security agencies. That's a big problem. In contrast, as just one example, Apple refused to cooperate with the FBI on unlocking a phone in an investigation. So there is a clear difference between China and the Wes...

Singtel is leading a consortium of Asian carriers and American tech giants that will finance a new intra-asian cable connecting Japan, Singapore, Brunei, Indonesia, Malaysia, the Philippines, Taiwan, and South Korea. Details are sparse. Press releases say it will be a high fibre count network. My guess is at least 12 pairs and as much as 24. Two core fibre is also a possibility given NEC's participation. What is striking is that SJC2 and ADC just went in service with Apricot also expected to be RFS this year, yet here is another cable with a similar Southeast Asian footprint under development. This suggests to me that traffic is growing faster than anticipated with the carriers under pressure to catch up to the rapidly growing market. The other notable feature is the absence of any landings in Hong Kong or mainland China. Since China has emerged as the regional bully, the cable's name is probably not a coincidence. Consortium members include Singtel, Amazon, Micro...

Rumors have been floating around for several months about a successor project to AAE1 known as AAE2. Like AAE1, the key goal is to connect Hong Kong and Singapore to India, the Middle East, and Europe. The core consortium includes PCCW, Telecom Egypt, Omantel, and Sparkle. Just like other recent projects such as SMW6, AAE2 will avoid the Red Sea. Instead, the cable will land in Oman, then traverse Saudi Arabia and Egypt to reach the Red Sea. I applaud the cable's designers for ditching the Red Sea. It was long overdue. However, a more logical approach is to avoid Egypt all together. The Saudi Arabian desert will be expensive. The consortium has increased both capex and opex further by using Egypt for transit. Egypt treats subsea cables the way a toll road treats cars. It extracts a monopoly fee from them. It makes no sense given that Israel has a competitive telecom market versus Egypt's pseudo competitive market.  Another interesting design feature is that Italy was mentioned ...

The 2Africa cable is one of the most ambitious and important subsea projects ever undertaken. It spans a record 45,000 kilometers or 28,000 US miles. As the map shows, it extends from Mumbai to  London with European landings, completely encircles Africa, and provides dense Middle Eastern coverage. 2Africa has a record 46 landings which enables it to serve 33 countries across Europe, Middle East,  Africa, India, and Pakistoan. It is unique in having multiple landings in several countries including 4 in Egypt, 4 in Saudi Arabia, 4 in South Africa, and finally 2 in Congo as well as Kenya, Mozambique, and Spain. A signature theme of the 2Africa project is to improve network uptime through physical diversity in the form of multiple, widely separated new landings in key countries. For example, the subsea network brings much needed diversity to Nigeria's telecommunications infrastructure with the first CLS outside Lagos several hundred kilometers to the Southeast.  The 2Africa c...