Product Type: Market Research Report
Published by: In-Stat
Published: July 2002
Product Code: R97-1001Description
Switch Fabrics are the Heart and Soul of the Internet Revolution
The Switch Fabric (SF) market is relatively young but has enormous growth potential, due to the fact that a given Switch Fabric can be sold into many different target markets. This report performs an in-depth analysis of 13 different markets to provide a complete picture of the true possibility of Switch Fabrics over the next 5 years. Report highlights include:
- A complete Technical Overview of the topic
- A discussion as to why the downturn will be good for Switch Fabrics
- An explanation of the economic advantages of ASSPs over ASICs
- A diagnostic of why data is choking off carriers' profitability
- 5-year forecasts broken down by target market and aggregated throughput
- Complete vendor profiles of the most influential Switch Fabric makers
By the end, the reader will have a complete understanding why In-Stat/MDR predicts Switch Fabrics will experience the healthy unit shipment CAGR of 141% from 2001 to 2006.
Table of Contents
Switch Fabrics are the Heart and Soul of the Internet Revolution
Executive Summary
Methodology
Introduction
Technical OverviewA brief history of ...
First generation switching chips...Crossbar Switches
Protocol-dependent switches...Shared Memory ATM Switches
SONET Technology Overview
SFs as part of the puzzle...
The three little bears...The Hybrid Approach
Future TrendsIncreased Queues & Memory
More Intelligence
Better Communications & Signaling
Higher Densities & Tighter Integration
Market OverviewA down market waiting to exhale
The recovery
Pros & Cons to ASSP Switch FabricsCons
Pros
The Infrastructure RevolutionThe Shortcomings of using SONET Rings to carry Data
The Answer
ForecastForecast Methodology
Total Available Market (TAM)
Projected Share of the Market (SOM)Shipments
Average Sale Prices (ASPs)
Revenues
Forecast Summaries
Vendor ProfilesCompanies not profiled:StarGen
Power X Networks
Vendor Comparisons
Agere
Applied Micro Circuits Corporation (AMCC)
Broadcom
International Business Machines Corp. (IBM)
Internet Machines
Mindspeed
PetaSwitch
PMC-Sierra
Vitesse
ZettaCom
Conclusion
Appendix B: Glossary
List of TablesTable 1. Summary of Forecast for Switch Fabric Links (2001 - 2006)
Table 2. Speeds of the SONET and SDH Hierarchy
Table 3. The Economic Analysis for OEMs using High-End Network Processing ASICs
Table 4. The Economic Analysis for OEMs using High-End NPUs
Table 5. Comparison of Data Type versus Infrastructure needs
Table 6. Order of Magnitude Yearly Revenue Potentials from NGCBs
Table 7. TAM for Switch Fabric Links, 2001 to 2006 (units in thousands)
Table 8. Forecast for Switch Fabric SOM Links, 2001 to 2006 (units in thousands)
Table 9. Forecast for Switch Fabric SOM Links by Aggregated Throughput, 2001 to 2006 (units in thousands)
Table 10. Forecast for Switch Fabric Link ASPs, 2001 to 2006 ($)
Table 11. Forecast for Switch Fabric Link Revenues, 2001 to 2006 ($ thousands)
Table 12. Most Likely Forecast for Switch Fabric, 2001 to 2006
Table 13. Best Case Forecast for Switch Fabric, 2001 to 2006
Table 14. Worst Case Forecast for Switch Fabric, 2001 to 2006
Table 15. Comparison of the Lead Switch Fabrics
Table 16. All Key Components Needed to Build a 160 Gbps NGCB from AMCC
List of FiguresFigure 1. Simplified Diagram of the Crossbar Switch Concept
Figure 2. Cell Format for ATM Cells
Figure 3. Simplified Diagram of the Shared-Memory Switch Concept
Figure 4. The Fundamental Components of an SPE
Figure 5. The Addition of a New ADM to a Typical MAN
Figure 6. Nominal Diagram of a Network Processing Board
Figure 7. Simplified Diagram of the Hybrid Switch Concept
Figure 8. Amalgamation of Queue Managers and Fabric Interfaces into Traffic Mangers
Figure 9. A 10 Gbps Block All Going from One Ingress Port to One Egress Port
Figure 10. Why Harmonics of 10 Gbps will be the Speeds of Choice to Connect Line Cards
Figure 11. The Team Effort required to Process Streams of Data
Figure 12. Desktop Computer Market Shares in 1980 before the Shift to Standard Products
Figure 13. An ASSP Switch Fabric-Based NGCB handling Multiple Protocols
Figure 14. The Use of Switch Fabrics-based NGCBs to Improve Carrier's Networks
Figure 15. Forecast of World Wide Serialized Link Shipments by Market Segments, 2001-2006 (units in millions)
Figure 16. Forecast of World Wide Serialized Link Shipments by Aggregated Throughput, 2001-2006 (units in millions)
Figure 17. Forecast of World Wide Revenues, 2001-2006 (US$ Billions)
Figure 18. Use of the PI-40 Switch Fabric as the Basis for a NGCB
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