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Home > Computers and Information Technology > Networking > Hardware
Worldwide Network Components Expenditures
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| Published Date:
December 2005
Published By:
BCC Research
Page Count:
203
Order Code:
R2-1136
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INTRODUCTION
STUDY GOALS AND OBJECTIVES
REASONS FOR DOING THE STUDY
CONTRIBUTIONS OF THE STUDY
SCOPE AND FORMAT
METHODOLOGY AND INFORMATION SOURCES
ANALYST CREDENTIALS
RELATED BCC REPORTS
BCC ONLINE
SUMMARY
Summary Table:
WORLDWIDE NETWORK COMPONENT REVENUES AND SHIPMENTS, THROUGH 2010 (MILLIONS)
Summary Figure:
WORLDWIDE NETWORK COMPONENT REVENUES AND SHIPMENTS, 2003-2010 (MILLIONS)
OVERVIEW
BUSINESSES EMBRACE NETWORKING FUNCTIONS
DIGITAL HOME MEDIA
LOCAL AREA NETWORKS
ETHERNET
UNTETHERED NETWORKING
WEB AT HOME
CHALLENGES AT HOME
CHANGING CHIP DESIGN
NPU VERSUS ASICs
Partitioning
Remember Memory
One Plus One Does Not Equal Two
NPU Revenue Ramps Up
Table 1 WORLDWIDE NPU NETWORK COMPONENT PURCHASES, THROUGH 2010 ($ MILLIONS)
NPU Vendors Battle It Out
Figure 1 MARKET SHARES OF TOP FIVE WORLDWIDE NETWORK COMPONENT VENDORS, 2004 (%)
AMCC
Intel Corp.
Agere Systems Inc.
Hifn
EZchip Technologies
SYSTEM ON A CHIP DESIGN STARTS TO TAKE HOLD
SOC It to Me
Intellectual Property Problems
Programmable Logic Devices
Additional Solutions
Software Functions
SOC Sales Grow at a Healthy Rate
Table 2 WORLDWIDE SYSTEM ON CHIP NETWORK COMPONENT PURCHASES, THROUGH 2010 ($ MILLIONS)
SOC Vendors Vie for More of Market Pie
Figure 2 MARKET SHARES OF TOP FIVE SOC VENDORS, 2004 (%)
Freescale Semiconductor
Broadcom
Vitesse Semiconductor Corp.
Agere Systems Inc.
Mysticom Semiconductor
ACTA
Migrating to Advanced Telecom Computing Architecture
The Need for Speed
Compliance
More Standards Work to Come
NETWORK COMPONENTS: SUMMARY OF MARKET SIZE
Table 3 WORLDWIDE NETWORK COMPONENT REVENUE BY CATEGORY, THROUGH 2010 ($ MILLIONS)
Table 4 WORLDWIDE NETWORK COMPONENT PRODUCT PURCHASES BY CATEGORY, THROUGH 2010 (MILLIONS OF UNITS)
FUELED BY 10-GIGABIT ACCEPTANCE, ETHERNET SALES CONTINUE TO RISE
OVERVIEW AND MARKET SIZE
Table 5 WORLDWIDE ETHERNET SEMICONDUCTOR COMPONENT REVENUES BY TYPE, THROUGH 2010 ($ MILLIONS)
Table 6 WORLDWIDE ETHERNET SEMICONDUCTOR COMPONENT SHIPMENTS BY TYPE, THROUGH 2010 (MILLIONS OF UNITS)
ETHERNET: THE EARLY DAYS
CSMA/CD CHARACTERIZES ETHERNET
THE DESIGN
Current Design
10Base2
5-4-3- Rule
MODULATION ENABLES GIGABITS PER SECOND TRANSMISSIONS OVER COPPER
10-GIGABIT ETHERNET TAKES SHAPE
EMERGING ETHERNET INITIATIVES GAIN MOMENTUM
Table 7 WORLDWIDE NETWORK SEMICONDUCTOR PRODUCT PURCHASE BY SELECT FUNCTIONS, THROUGH 2010 ($ MILLIONS)
ETHERNET AND STORAGE AREA NETWORKS
Table 8 WORLDWIDE NETWORK SAN SEMICONDUCTOR REVENUE, THROUGH 2010 ($ MILLIONS)
Storage Needs Continue to Grow
Network Attached Storage and Storage Area Networks
Start-ups Enter Storage Arena
Figure 3 MARKET SHARES OF TOP FIVE ETHERNET SAN COMPONENT SUPPLIERS, 2004 (%)
Agilent
LSI
Alacritech
iStor
iVivity
PUSHING ETHERNET INTO THE WAN
Table 9 WORLDWIDE WAN ETHERNET SEMICONDUCTOR PRODUCT REVENUES, THROUGH 2010 ($ MILLIONS)
What is Driving Growth in WAN Ethernet?
OFFLOAD FUNCTIONS TAKE ROOT
Table 10 WORLDWIDE ETHERNET OFFLOAD PRODUCT REVENUES, THROUGH 2010 ($ MILLIONS)
Specialization Pays Off for Offloading Suppliers
Figure 4 MARKET SHARES OF TOP FIVE ETHERNET OFFLOADING VENDORS, 2004 (%)
Agilent
Alacritech
AMCC
Agere
PMC Sierra
10M ETHERNET: FIRMLY SETTLED IN COMMODITY STATUS
Table 11 WORLDWIDE 10-MEGABIT-PER-SECOND ETHERNET SEMICONDUCTOR PRODUCT PURCHASES BY PORT, THROUGH 2010 (MILLIONS OF UNITS)
LOW-SPEED ETHERNET NETWORK COMPONENT LEADERS ARE WELL ESTABLISHED
Figure 5 MARKET SHARES OF TOP FIVE 10-MEGABIT ETHERNET SEMICONDUCTOR PRODUCERS, 2004 (%)
Agere
Broadcom
Freescale
Intel
PMC
THE MOVE TO INDUSTRIAL APPLICATION
Table 12 PERCENTAGE OF INDUSTRIAL APPLICATIONS USING ETHERNET CONNECTIONS, THROUGH 2010 (%)
New Microcontrollers
Industrial Networks
Vendors Divvy Up Industrial Automation Revenue
Figure 6 MARKET SHARES OF TOP FIVE 10-MEGABIT ETHERNET INDUSTRIAL AUTOMATION NETWORK COMPONENT PRODUCERS, 2004 (%)
Rockwell
Freescale
Netsilicon
National Semiconductor
Siemens
100-MEGABIT ETHERNET VEERS INTO SPECIALIZED APPLICATIONS
Table 13 WORLDWIDE 100-MEGABITS PER SECOND ETHERNET SEMICONDUCTOR PRODUCT PURCHASES BY PORT, THROUGH 2010 (MILLIONS OF UNITS)
THE BIG COMPANIES DOMINATE THE 100-MEGABIT ETHERNET MARKET
Figure 7 MARKET SHARES OF TOP FIVE 100-MEGABIT ETHERNET SEMICONDUCTOR PRODUCERS, 2004 (%)
Freescale
Broadcom
Intel
Agere Systems
Netsilicon
GIGABIT ETHERNET TAKES MARKET LEAD
Figure 8 SHARE OF ETHERNET SEMICONDUCTOR PRODUCERS BY SPEED, 2004 (%)
Table 14 WORLDWIDE 1-GIGABIT ETHERNET SEMICONDUCTOR REVENUE, THROUGH 2010 ($ MILLIONS)
MOVING TO SINGLE SYSTEM ON-A-CHIP
Table 15 WORLDWIDE SEMICONDUCTOR 1-GIGABIT ETHERNET PRICING TRENDS BY UNIT, THROUGH 2010
ADVANCES IN LAN SWITCH COMPONENTS
Table 16 WORLDWIDE SEMICONDUCTOR 1-GIGABIT ETHERNET SEMICONDUCTOR SHIPMENTS, THROUGH 2010 (MILLIONS OF UNITS)
GIGABIT ETHERNET'S TECHNICAL EVOLUTION
Gigabit Ethernet's Grand Design
Table 17 GIGABIT ETHERNET CABLING TYPES AND DISTANCES
Gigabit Ethernet's MAC Layer
Packet Bursting
No Vendor Dominates Gigabit Ethernet Sales
Figure 9 MARKET SHARES OF TOP FIVE GIGABIT ETHERNET SEMICONDUCTOR PRODUCERS, 2004 (%)
Broadcom
Marvel Technology Group Ltd.
Vitesse Inc.
Agere
Intel
10G TECHNOLOGY ARRIVES DURING NETWORKING SLOWDOWN
THE 10-GIGABIT ETHERNET PROJECT
Table 18 WORLDWIDE 10-GIGABIT ETHERNET SEMICONDUCTOR SHIPMENTS, THROUGH 2010 (MILLIONS OF UNITS)
THE NEED FOR 10-GIGABIT ETHERNET IN THE MARKETPLACE
POTENTIAL APPLICATIONS FOR 10 GIGABIT ETHERNET
10 Gigabit Ethernet in Local Area Networks
10 Gigabit Ethernet and Storage Area Networks
10 Gigabit Ethernet in Wide Area Networks
Table 19 WORLDWIDE 10 GIGABIT ETHERNET NETWORK SEMICONDUCTOR REVENUE, THROUGH 2010 ($ MILLIONS)
TEN GIGABIT ETHERNET STARTS OFF SLOWLY
Problems with 10G NICs
VENDORS IMPROVE 10G ETHERNET GEAR AND SALES TAKE OFF
Table 20 WORLDWIDE SEMICONDUCTOR 10G ETHERNET PRICING TRENDS BY UNIT, THROUGH 2010
Table 21 10G ETHERNET PRICING TRENDS PER PORT, THROUGH 2010
Table 22 10G WORLDWIDE NETWORK SEMICONDUCTOR PRODUCT PURCHASES AS A PERCENTAGE OF ALL ETHERNET REVENUE, THROUGH 2010 (%)
LEADING 10G ETHERNET SUPPLIERS
Figure 10 MARKET SHARES OF TOP FIVE 10G ETHERNET SEMICONDUCTOR SUPPLIERS, 2004 (%)
Broadcom
Marvel
Vitesse
Agere
EZchip Technologies
VENDORS TACKLE 10G OVER COPPER CHALLENGE
THE 10-GIGABIT NIC UPTICK
Table 23 10-GIGABIT NETWORK INTERFACE CARD SEMICONDUCTOR PRICING TRENDS, THROUGH 2010 ($)
10-GIGABIT NIC VENDORS EYE EMERGING MARKET
Figure 11 MARKET SHARES OF TOP FIVE 10G ETHERNET NETWORK COMPONENT PRODUCERS, 2004 (%)
Intel
Solarflare
S210 Technologies
Mysticom
Chelsio
WIRELESS LAN TAKES OFF
Table 24 WORLDWIDE WLAN NETWORK COMPONENT REVENUES AND SHIPMENTS, THROUGH 2010 (MILLIONS)
VENDORS USE DIFFERENT MEANS TO ROUND OUT PRODUCT LINES
Figure 12 TOP FIVE WLAN SEMICONDUCTOR SUPPLIERS BY REVENUE IN 2004 (%)
BROADCOM
CONEXANT
INTEL
TEXAS INSTRUMENTS
ATHEROS
WLAN OPTIONS CONTINUE TO GROW
Table 25 WORLDWIDE WLAN NETWORK COMPONENT REVENUES BY DEVICE TYPE, THROUGH 2010 ($ MILLIONS)
Table 26 WORLDWIDE WLAN NETWORK COMPONENT REVENUES BY DEVICE TYPE, THROUGH 2010 (MILLIONS OF UNITS)
HOW WIRELESS LANS WORK
COPING WITH INTERFERENCE PROBLEMS
WLAN ARCHITECTURE
ACCESS POINT
FREQUENCY REUSE
HANDOFF
HOW WLANS FIT INTO ENTERPRISE NETWORKS
THE ACCESS POINT
CORE SWITCH
TELECOMMUNICATIONS NETWORK
WLAN INTEREST GROWS: MARKET BY END-USER SEGMENTS
Table 27 WORLDWIDE WLAN NETWORK COMPONENT REVENUES BY END-USER SEGMENT, THROUGH 2010 ($ MILLIONS)
Figure 13 SHARE OF TOP THREE USES OF WLANS, 2004 (%)
WLANS TAKE ROOT AT HOME
Table 28 WORLDWIDE HOME NETWORKING WLAN SEMICONDUCTOR REVENUES, THROUGH 2010 ($ MILLIONS)
The Digital Home Explosion
Digital Revolution
Interoperability Issues
Digital Rights Management
Automated Device Connections
Standards as Market Drivers
ENTERPRISES LARGE AND SMALL EMBRACE WLANS
Table 29 WORLDWIDE ENTERPRISE WLAN NETWORK COMPONENT REVENUE, THROUGH 2010 ($ MILLIONS)
Interoffice Connectivity
Reduced IT Costs
Contingency Planning
WLANS and VoIP
HOT SPOTS CATCH FIRE
Table 30 WORLDWIDE HOTSPOT WLAN SEMICONDUCTOR REVENUES, THROUGH 2010 ($ MILLIONS)
Table 31 NUMBER OF WORLDWIDE HOTSPOT LOCATIONS, THROUGH 2010
IEEE 802.11 WIRELESS LAN STANDARD EMERGES
802.11B
Figure 14 SHARE OF THE MOST POPULAR WIRELESS WAN NETWORK STANDARDS, 2004 (%)
AD HOC AND CLIENT/SERVER NETWORK PROTOCOLS
802.11A
Table 32 WORLDWIDE REVENUE FROM 802.11A SEMICONDUCTOR SALES, THROUGH 2010 ($ MILLIONS)
Table 33 WORLDWIDE SHIPMENTS OF 802.11A SEMICONDUCTORS, THROUGH 2010 (MILLIONS OF UNITS)
Challenges
802.11B MARKET
Table 34 WORLDWIDE REVENUE AND SHIPMENTS OF 802.11B SEMICONDUCTORS, THROUGH 2010 (MILLIONS)
A SECOND STANDARD TAKES SHAPE
Architecture Issues
Compatibility and Strict Modes
Table 35 WORLDWIDE 802.11G NETWORK COMPONENT REVENUE AND SHIPMENTS, THROUGH 2010 (MILLIONS)
The 802.11g Market Leaders
Figure 15 MARKET SHARES OF LEADING VENDORS OF 802.11G PRODUCTS, 2004 (%)
Broadcom
Conexant
Intel
Texas Instruments
Atheros
WLAN PURCHASES SHIFT TO COMBINATION UNITS
Table 36 WORLDWIDE REVENUE AND SHIPMENTS OF COMBINATION WLAN 802.11 COMPONENTS, THROUGH 2010 (MILLIONS)
WLAN LIMITATIONS
SECURITY
PERFORMANCE
APPLICATION PERSISTENCE
ROAMING
CENTRALIZED MANAGEMENT AND EFFICIENT USE OF IT RESOURCES
DEPLOYMENT CHALLENGES
Access Points
Site Surveys
Software Control Systems
Solution Implementation
WLAN SECURITY HOLES
Encryption Issues
War Driving
Proprietary Extensions and Security Standards
Steps to Improve Network Security
802.11X
WIRELESS CHIP CHALLENGES
Tightening RF Design
Four Design Considerations
RF Effects
Design Simulation Technology Issues
Spice Circuit Simulators
Mentor ADMS RF Simulator
The RF/MS IC Alliance
Performance Issues in RFIC Design
Easing Development of Wireless Embedded Devices
WI-FI MULTIMEDIA
RESIDENTIAL
ENTERPRISE MARKET
PUBLIC MARKET
THE NEED FOR QOS ARISES
Wi-Fi for Multimedia
Table 37 WORLDWIDE WLAN MULTIMEDIA SEMICONDUCTOR REVENUE, THROUGH 2010 ($ MILLIONS)
Scheduled Access
REASONS FOR WMM GROWTH
Figure 16 MARKET SHARES OF TOP WLAN MULTIMEDIA SEMICONDUCTOR PRODUCT SUPPLIERS, 2005 (%)
VENDORS ENTER NASCENT MARKET
Atheros
Broadcom
Conexant
Intel
Philips
100-MEGABIT WLANS BEGIN TO EMERGE
Table 38 WORLDWIDE 100-MEGABIT WLAN NETWORK COMPONENT PRODUCT PURCHASES BY REVENUE, THROUGH 2010 ($ MILLIONS)
Table 39 WORLDWIDE 100-MEGABIT WLAN NETWORK SEMICONDUCTOR PRODUCT PURCHASES THROUGH 2010 (MILLIONS OF UNITS)
MARKET DRIVERS
MARKET CHALLENGES
802.11N Standard
VENDORS BACK TWO HIGH SPEED WLAN OPTIONS
Figure 17 MARKET SHARES OF TOP FIVE 100-MEGABIT-PER-SECOND WLAN SEMICONDUCTOR SUPPLIERS, 2004 (%)
The Early Marker Leaders
Airgo Networks
Broadcom
Atheros
Agere
Texas Instruments
THE ULTRAWIDE BAND OPTION ARISES
Table 40 WORLDWIDE UWB NETWORK COMPONENT PURCHASES BY REVENUE, THROUGH 2010 ($ MILLIONS)
UWB Limitations
Mixing and Matching Standards
A Standards Split
Figure 18 MARKET SHARE OF TOP FIVE UWB SEMICONDUCTOR SUPPLIERS, 2004 (%)
Freescale Dominates UWB Market
Agere
Time Domain
Intel
Multispectral Solutions Inc
VOICE OVER IP TAKES ROOT
Table 41 WORLDWIDE NETWORK SEMICONDUCTOR VOIP PRODUCT SHIPMENTS AND REVENUES, THROUGH 2010 (MILLIONS)
WHAT IS DRIVING INTEREST IN VOIP?
VENDORS TRY TO BE HEARD
Figure 19 MARKET SHARE OF TOP FIVE NETWORK VOIP SEMICONDUCTOR VENDORS, 2004 (%)
TEXAS INSTRUMENTS
FREESCALE
MINDSPEED TECHNOLOGIES
CONEXANT SYSTEMS INC.
HOW VOIP WORKS
H.323 AND SIP
H.323 VS. SIP
H.323 PROTOCOL STACK
CHALLENGES TO DEPLOYING VOIP
VOICE QUALITY
THE LATENCY ISSUE
Table 42 AN EXAMINATION OF POSSIBLE NETWORK DELAYS
MEASURING LATENCY
UNDERSTANDING JITTER
MEASURING JITTER
PACKET LOSS
JITTER BUFFER SETTINGS
PACKET SIZE
SILENCE SUPPRESSION
OTHER PERFORMANCE ISSUES
Measuring Voice Quality
Network Simulations
THREE WAYS TO DELIVER VOIP SERVICES
Table 43 WORLDWIDE VOIP SHIPMENTS BY DELIVERY METHOD, THROUGH 2010 ($ MILLIONS)
Table 44 WORLDWIDE VOIP SHIPMENTS BY DELIVERY METHOD, THROUGH 2010 (MILLIONS OF UNITS)
Table 45 WORLDWIDE VOICE-OVER-IP NETWORK END POINTS PENETRATION BY PERCENTAGE, THROUGH 2010 (%)
VOICE OVER CABLE MODEMS
Overview and Market Size
Table 46 WORLDWIDE CABLE MODEM SEMICONDUCTOR REVENUE AND SHIPMENTS, THROUGH 2010 (MILLIONS)
Vendors Focus on Cable Modem VoIP Opportunity
Figure 20 MARKET SHARE OF TOP FIVE CABLE MODEM VOIP SEMICONDUCTOR VENDORS, 2004 (%)
Mindspeed
Freescale
Broadcom
Wintegra
Texas Instruments
VOICE OVER DSL
Overview and Market Size
Up and Down Market
New Markets
Improved Technology
Market Challenges for Telecoms
Cable Television Suppliers
Market Corrections
Table 47 WORLDWIDE DSL VOIP SEMICONDUCTOR REVENUE AND SHIPMENTS, THROUGH 2010 (MILLIONS)
Network Component Vendors Deliver on DSL
Figure 21 MARKET SHARE OF TOP FIVE DSL VOIP SEMICONDUCTOR VENDORS, 2004 (%)
Conexant
Texas Instruments
Agere
Infineon
Centillium
VOICE OVER PBX
Overview and Market Size
Table 48 WORLDWIDE PBX VOIP NETWORK COMPONENT REVENUES AND SHIPMENTS, THROUGH 2010 (MILLIONS)
VoIP PBX Network Silicon Suppliers
Figure 22 MARKET SHARE OF TOP FIVE NETWORK VOIP SEMICONDUCTOR VENDORS, 2004 (%)
Texas Instruments
Freescale
Mindspeed
Centillium
Conexant
APPENDIX - LIST OF ABBREVIATIONS |
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