Let’s speak about geopolitical battle between China and the U.S. and the way it’s affecting the community. Has it prompted the 2 international locations to disconnect?
This battle has definitely affected us within the submarine cable business.
A couple of years in the past, Staff Telecom objected to the PLCN Submarine Cable Touchdown License software, partially on grounds of their possession construction—which had some Chinese language possession—and likewise due to the cable’s topology.
The cable was going to land in Hong Kong. With a purpose to get approval, that needed to be reconstituted.
Right here’s one other one—BtoBE—additionally touchdown in Hong Kong.
Nope.
HKA—a 3rd cable system eyeing Hong Kong—coming straight from the U.S. mainland.
Once more, no. That’s not going to occur.
Political tensions have definitely affected the cable business within the final 4 years, however have the U.S. and China’s networks disconnected?
I am going to take a look at just a few other ways of testing this fantasy.
Direct Bodily Disconnect Check
There’s definitely a disconnection of direct bodily networks between China and the U.S.
Whereas there are some previous cables that also join the 2 international locations, it is fairly clear that newer cables should not going to be allowed to take action within the close to future.
However that is not the entire image.
Oblique Bodily Disconnect Check
Let’s additionally have a look at oblique bodily connection. To start with, is it even attainable to get from the U.S. to China?
In fact, it’s. You will have to cease in Japan, or the Philippines, or Singapore and go from there onto Shanghai or Hong Kong, however there are a whole lot of choices for intra-Asian bodily networks. You simply must make an additional hop now.
In actual fact, there are 17 new intra-Asian cables which are at present within the works, and plenty of extra that have not been introduced but.
So already, our second check has been busted.
I additionally need to remind everybody that whereas we’re accustomed to working on the bodily layer, there are seven totally different layers of the community stack.
Subsequent, we will speak about layer 4, layer 3, and layer 2.
Three Extra Disconnect Assessments
The video beneath walks via our checks of BGP, community presence, and layer 2/3 connectivity.
The Conclusion
To summarize the outcomes of our disconnect checks, there was a disruption of direct bodily connection. Nonetheless, oblique bodily connection has not been disconnected, and BGP, community presence, and layer 3 community hyperlinks are nonetheless rising.
Whereas tensions now not permit for brand new end-to-end submarine cable connections proper now, thus far, general community connectivity has been unchanged.
So we are able to name this fantasy busted.
Alan Mauldin and I tackled this fantasy and 5 others throughout our presentation at SubOptic 2023. Obtain our slides for the complete breakdown.