XAUI Market Opportunities, Strategies, and Forecasts, 2007 to 2013

XAUI EXECUTIVE SUMMARY

XAUI Transceiver Market Driving Forces

High Speed XAUI Interface Market Driving Forces

Gigabit Ethernet Will Last For Three More Years, But InfiniBand Slated To Start To Become A

Replacement Technology

XAUI Transceiver Market Forecasts

Worldwide 3G Base Station XAUI Transceiver Market

Increasing Demand For Bandwidth-Intensive, Multimedia -Rich Web Applications

Impact of Broadband

Backplane Transceiver Market Shares

Backplane Transceiver Market Forecasts

1. XAUI MARKET DYNAMICS AND MARKET DESCRIPTION

1.1 Industry Standards For 10-Gb/S Ethernet, Fibre Channel, And InfiniBand

1.1.1 Differential Debalanced Signals

1.2 XAUI Tyco Interoperability Backplane HM-Zd Adapter

1.2.1 Optical Fiber Links

1.2.2 Computer Systems Aspects Of The Overall System Performance Have Improved At Different Rates

1.2.3 Improvement In The Cost-Performance Of Optical Interconnect Technologies

1.3 Optical Interconnects In Servers

1.3.1 Interconnect Logical Functions

1.3.2 SMP Expansion Links

1.3.3 Memory And Memory Expansion Links

1.3.4 I/O Expansion Links

1.3.5 Cluster Links

1.3.6 LAN / SAN Links

1.3.7 MAN / WAN Links

1.3.8 Packaging And Physical Interconnect Hierarchy

1.3.9 Full Mesh Interconnect

1.3.10 Switched

1.3.11 Clusters And Parallel-Processing M achines

1.3.12 Blades

1.3.13 XAUI

1.4 Server Physical Interconnect Hierarchy Mapping To Logical Hierarchy

1.4.1 Ultrascale Systems And The Impact Of Optical Interconnect Hierarchy Technologies Mapping Future Systems

1.5 Optical Interconnects Within SMP Servers

2. XAUI TRANSCEIVER MARKET SHARES AND MARKET FORECASTS

2.1 High Speed XAUI Interface Market Driving Forces

2.1.1 Gigabit Ethernet Will Last For Three More Years, But InfiniBand Slated To Start To Become A Replacement Technology

2.1.2 Backplane Transceiver Market Driving Forces

2.1.3 Increasing Demand For Bandwidth-Intensive, Multimedia -Rich Web Applications

2.1.4 Impact of Broadband

2.2 Backplane Transceiver Market Shares

2.2.1 IEEE802.3ae XAUI

2.2.2 Vitesse

2.2.3 Vitesse VSC9180 Arapahoe - 2.5G SONET/SDH Backplane Transceiver

2.2.4 Vitesse Dual Time Constant Equalization

2.2.5 Vitesse VSC3312 Pricing & Availability

2.2.6 Mindspeed

2.2.7 Zarlink

2.2.8 Zarlink Semiconductor Timing and Synchronization

2.2.9 Picolight

2.2.10 Picolight RoHS Compliant 10Gbps 850nm XFP Transceiver Module

2.2.11 Tyco Electronics

2.3 Backplane Transceiver Market Forecasts

2.4 XAUI Transceiver Market Forecasts

2.4.1 Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts

2.4.2 Worldwide 3G Base Station XAUI Transceiver Market

3. XAUI TRANSCEIVER PRODUCT DESCRIPTION

3.1 Copper Based Backplane Transceivers Supporting 5 Gigabit To 10 Gigabit Transmission Speeds

3.2 Vitesse

3.3 Vitesse VSC9180 Arapahoe - 2.5G SONET/SDH Backplane Transceiver

3.3.1 Vitesse VSC7280 Dual XAUI - Dual XGMII Octal 0.95 Gbps to 3.25 Gbps Transceiver Applications:

3.3.2 Vitesse VSC7280

3.3.3 Intersil - Crosspoint Switch Provides Black-Level Accuracy In Composite Video

3.4 Intersil

3.4.1 Picolight 10GbE XAUI 850nm X2 Transceiver Module

3.5 XAUI Fujitsu to XENPAK Adapter

3.5.1 PMC-Sierra National Semi Backplane Design

3.6 VCSEL Based Backplane Transceivers Supporting 5 Gigabit To 10 Gigabit Transmission Speeds

3.6.1 Zarlink QSFP (Quad Small Form-Factor Pluggable) Transceiver Module for InfiniBand

3.6.2 Zarlink QSFP Product Family

3.6.3 Zarlink QSFP MSA (Multi Sourcing Agreement) Support

3.6.4 Zarlink Backplane

3.6.5 Zarlink ZL50030 Digital Switch Backplane Description

4. XAUI TRANSCEIVER TECHNOLOGY

4.1 10GBASE-CX4: Advancing Network Performance to the Next Level

4.1.1 Traditional Method of Stacking Gigabit

4.1.2 XAUI (10 Gigabit Attachment Unit Interface)

4.2 10GBASE-CX4 Cables

4.3 Pre-Emphasis Dynamic Range Requirement Impact

4.3.1 Adoption Of Gigabit Ethernet To The Desktop

5. XAUI TRANSCEIVER COMPANY PROFILES

5.1 Backplane Transceiver Companies

5.2 Accelerant Networks

5.2.1 Accelerant / Synopsis

5.2.2 Synopsys Revenue

5.2.3 Accelerant 6.25 Gb/s Technology

5.2.4 Accelerant 6.25 Gb/s SerDes Transceiver Boosting Bandwidth In Existing Backplanes

5.3 Agere Systems

5.3.1 Agere Systems and Accelerant Networks

5.3.2 Agere Application Specific ICs (ASICs)

5.4 Analog Devices

5.4.1 Analog Devices Revenue

5.5 Aeluros

5.6 AMCC

5.6.1 AMCC Revenue

5.7 Analog Devices

5.7.1 Analog Devices Revenue for Third Quarter of Fiscal Year 2006

5.7.2 Analog Devices Revenue Analysis by Product

5.7.3 Analog Devices Adds Full-Featured Hot-Swap Controller For Increased Accuracy In High-Current Backplane Applications

5.7.4 ADM307xE family of low-power Transceivers

5.8 Avago

5.8.1 Avago Multi-Channel Sales And Fulfillment System

5.8.2 Avago Large Scale And Global Operations

5.8.3 Avago Leading Supplier In Multiple Product Categories

5.8.4 Avago Design expertise

5.8.5 Avago Highly Diversified Business Model

5.8.6 Avago Technology Leadership

5.8.7 Avago Close Customer Relationships

5.8.8 Avago Strategic Objectives

5.8.9 Avago Revenue

5.8.10 Avago Wired Infrastructure

5.9 BiRa

5.10 Broadcom

5.11 Conexant Systems

5.11.1 Conexant VDSL2 Chipset

5.12 Dallas Semiconductor / Maxim Integrated Products

5.12.1 Dallas Semiconductor Customers

5.12.2 Dallas Semiconductor Revenue

5.12.3 Maxim Integrated Products / Dallas Semiconductor

5.12.4 Maxim/Dallas Revenue

5.13 Dune Networks

5.14 EXAR

5.14.1 Exar Product Description

5.15 Fairchild

5.16 Hitachi / Maxwell

5.16.1 Maxwell Revenue for the First Half ended September 30, 2006

5.16.2 Hitachi Information Storage Media

5.16.3 Hitachi Battery

5.16.4 Hitachi Material-Device-Electronic Appliance

5.17 Infineon

5.18 IDT

5.18.1 IDT Competitive Positioning

5.18.2 IDT Target Markets

5.18.3 IDT Product Offerings

5.18.4 IDT Switching Solutions

5.18.5 IDT Flow-Control Management (FCM) Devices:

5.18.6 IDT First-in/first-out (FIFOs) Memories:

5.18.7 IDT Multi-Ports Memory Products:

5.18.8 IDT Timing Solutions

5.18.9 IDT PC Clocks

5.18.10 IDT Memory Interface Products

5.18.11 IDT MicroClock Devices

5.18.12 IDT NetCom Clocks

5.18.13 IDT Audio

5.18.14 IDT Video

5.18.15 IDT Telecommunications Products

5.18.16 IDT Digital Logic Products

5.18.17 IDT SRAM Products

5.18.18 IDT Integrated Communications Processors

5.18.19 IDT Military/Aerospace

5.18.20 IDT Customers

5.19 Intel

5.20 Lattice Semiconductor

5.20.1 Lattice Semiconductor Third Quarter 2006 Revenue

5.20.2 Lattice Semiconductor Third Quarter Business Highlights:

5.21 Marvell

5.22 Marvell Technology Group

5.22.1 Marvell Technology Group Revenue

5.23 Maxim Integrated Technologies

5.24 Mindspeed

5.24.1 Mindspeed® 2006 Restructuring Actions

5.24.2 Mindspeed Technologies Key Product Families

5.24.3 Mindspeed® 2006 Fourth Quarter Revenue

5.24.4 Mindspeed Technologies Revenues By Region

5.24.5 Mindspeed T echnologies Revenues By Product Line

5.24.6 Mindspeed Technologies Revenue Third Quarter Of Fiscal 2006

5.25 National Semiconductor

5.26 On Semiconductor

5.27 PMC-Sierra

5.27.1 PMC-Sierra and DASAN Networks

5.28 Siemens / Dasan Networks

5.29 Teradyne

5.30 Triquint

5.31 Vitesse

5.31.1 Vitesse Crosspoint Switch Product

5.31.2 Vitesse VSC3312 Feature Set

5.31.3 Vitesse Dual Time Constant Equalization

5.32 Zarlink

5.32.1 Zarlink Semiconductor Products

5.32.2 Zarlink Semiconductor Customers

5.32.3 Zarlink Semiconductor Timing and Synchronization

5.32.4 Zarlink Semiconductor Optical Communications

5.32.5 Zarlink Semiconductor Medical ASICs

5.32.6 Zarlink Semiconductor Medical Wireless

5.32.7 Zarlink Semiconductor Competition

List of Tables and Figures

Table ES-1

10GbE Market Growth Factors

Figure ES-2

Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts, 2007-2013

Figure ES-3

Worldwide 3G Base Station XAUI Transceiver Market Forecasts, 2007-2013

Table ES-4

Backplane Transceiver Market Driving Forces

Figure ES-5

Backplane Transceiver Market Shares, 2006

Table ES-6

Worldwide Total Backplane Transceiver Market Forecasts, Dollars, 2007-2013

Figure 1-1

Measured Eye Pattern For One Of The Channels Used With 10-Gb/S Links

Figure 1-2

Pre-emphasis Effect on Signal Distortion

Figure 1-3

Fujitsu Backplane Connector

Figure 1-4

Tyco Interoperability Backplane HM-Zd Adapter

Table 2-1

10GbE Market Growth Factors

Table 2-2

Backplane Transceiver Market Driving Forces

Figure 2-3

Backplane Transceiver Market Shares, 2006

Table 2-4

Backplane Transceiver Market Shares, 2006

Table 2-5

Worldwide Total Backplane Transceiver Market Forecasts, Dollars, 2007-2013

Table 2-6

Worldwide Total Backplane Transceiver Market Forecasts, Dollars, 2007-2013

Figure 2-7

Worldwide Ethernet Switch and Router Market Forecasts, 2007-2013

Figure 2-8

Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts, 2007-2013

Table 2-9

Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts, 2007-2013

Figure 2-10

Worldwide 3G Base Station XAUI Transceiver Market Forecasts, 2007-2013

Table 2-11

Worldwide Wireless 3G Base Station XAUI Transceiver Market Shares, 2007-2013

Figure 2-12

Worldwide 3G Base Station XAUI Transceiver Market Shares, 2007-2013

Figure 2-13

Worldwide 3G Base Station XAUI Transceiver Market Shares, 2007-2013

Table 3-1

Vitesse VSC9180 Arapahoe - 2.5G SONET/SDH Backplane Transceiver

Table 3-2

Vitessse XAUI Applications :

Table 3-3

Vitessse XAUI Specifications :

Table 3-4

Vitesse Ethernet Product Set

Table 3-5

Vitesse VSC7281 Backplane Transceivers

Table 3-5

Vitesse VSC7281 Backplane Transceivers

Table 3-6

Vitesse VSC7281 Backplane Transceiver Modules

Figure 3-7

Vitesse VSC7281 Backplane Transceiver Modules

Table 3-8

Vitesse VSC7281 Backplane Transceiver Features

Table 3-8

Vitesse VSC7281 Backplane Transceiver Features

Table 3-9

Vitesse VSC7281 Backplane Transceiver Benefits

Table 3-10

Vitesse Mux/Demux Transceiver With Integrated Clock Multiplier Unit Features :

Table 3-11

Vitesse XAUI Transceivers

Table 3-12

Vitesse Transceivers and SerDes

Table 3-13

Intersil Quad 2.488-3.1875Gbps/Channel Transceiver Features

Figure 3-14

Intersil Backplane And Line Card Applications

Table 3-15

Picolight X2 Transceiver In Accelar Family Of Products Customized For Short Reach LAN, SAN And Intra-POP Applications

Table 3-16

Fujitsu Next -Generation Switch Chip Features

Table 3-17

Fujitsu Next -Generation Switch Chip Benefits

Table 3-18

Fujitsu Next -Generation Switch Chip Control Plane Interface

Table 3-19

PMC-Sierra National Semi Backplane Design Benefits

Figure 3-20

Zarlink QSFP (Quad Small Form-Factor Pluggable) Transceiver Module for InfiniBand

Table 3-21

Zarlink QSFP Product Family Functions

Table 3-22

Zarlink QSFP Product Family Function Development

Table 3-23

Zarlink ZL50030 Digital Switch Switching Features

Table 3-24

Zarlink ZL50030 Digital Switch Backplane Transceiver Applications

Figure 4-1

Pre-emphasis Effect on Signal Distortion

Figure 4-2

10GBASE-CX4 Cable Design

Table 5-1

Selected Backplane Transceiver Companies

Table 5-2

Aeluros Serializer/Deserializer Solutions

Table 5-3

Aeluros Serializer/Deserializer Benefits

Table 5-4

Aeluros Serializer/Deserializer for XAUI Modules

Table 5-5

Aeluros Serializer/Deserializer Puma AEL1003

Table 5-6

Aeluros Serializer/Deserializer Puma AEL1004 Features

Table 5-7

Aeluros Serializer/Deserializer Puma AEL1006 Features

Table 5-8

Aeluros Puma AEL1001 device is a single channel CMOS Features

Table 5-9

Aeluros Puma AEL1001 device 10GbE/10GFC LAN PHY/SerDes

Table 5-10

Aeluros Puma AEL1001 device 10GbE/10GFC LAN PHY/SerDes In the transponder modules

Table 5-11

Aeluros Puma Applications

Table 5-12

Aeluros Puma Benefits

Table 5-13

Analog Devices Backplane Transceivers

Table 5-14

Avago Key Competitive Strengths

Table 5-15

Product Categories In Which Avago Ranks Among The Top Three Suppliers By Revenue Share

Table 5-16

Key Elements Of Avago Strategy

Table 5-17

Avago Wired Infrastructure Products

Table 5-18

Avago Wired Infrastructure Markets

Table 5-19

Avago Wired Infrastructure Customers

Table 5-20

Dallas Semiconductor Customers

Table 5-21

Dallas Semiconductor Products

Table 5-22

Dallas Semiconductor Markets Served

Table 5-23

Maxim Net Revenue, Dollars, 2002-2006

Table 5-24

Dune Device Positioning

Table 5-25

Exar Target an Environment ::

Table 5-26

Exar Features

Table 5-27

Exar Applications

Table 5-28

IDT Customers

Table 5-29

Vitesse VSC3312 crosspoint switching functions

Table 5-30

Vitesse's PixEQ™ equalization capability features