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サマリー

この調査レポートは、有線通信用半導体市場を12以上のカテゴリに分けて調査しています。

主な掲載内容 (目次より抜粋)

• プロセッサ
  • ネットワークプロセッサ
  • 組込みマイクロプロセッサ
  • 32ビットCPU IP
• イーサネット
• ブロードバンド
• その他のネットワーキングASSP

Market Research From The Industry Experts

Sales of semiconductors for wired-communications applications rapidly recovered in 2010 after a dramatic slowdown that began at the end of 2008 and ended in mid-2009. The global economy is on the brink of another slump, putting enterprise spending on networking equipment at risk. Broadband is a mixed bag as U.S. carriers slow down deployments, Europeans sort out how to achieve ambitious targets, and China plows forward with FTTx. Meanwhile, LTE deployments are driving upgrades in edge and transport networks. Meanwhile, the supply base, once populated by a mixture of startups, midsized companies, and a few big companies has become increasingly concentrated, With more technologies under its roof, the typical chip supplier is better able to integrate system functions into a single chip to lower system cost (and concomitantly lower industry revenue). With fewer competitors, the supplier is also more likely to avoid the ruinous price wars that plagued product markets such as DSL. How all these factors come into play affects our outlook for communications semiconductors. Companies seeking to understand these dynamics will benefit from the perspective of the leading group of communications semiconductor analysts.

"Communications Semiconductor Market Forecast 2010-2015" provides the detailed market information needed to sort out the complexities of this market. With this report, chip vendors, investors, and OEMs will readily see how big the mature product markets are and how fast the emerging categories are growing.

Wired-communications semiconductor product categories covered in the report include network processors, 10 Gigabit PHYs by technology, 40 and 100 Gigabit Ethernet components, PON and VDSL transceivers, network search engines, and optical-transport ICs. Also included are forecasts for interconnect chips, CPU IP, FPGAs, and embedded microprocessors - including multicore processors.

The report includes a brief text summary providing analysis of the data and a set of tables for more than a dozen categories of wired-communications semiconductors. The single-user license includes a brief printed document with summary analysis of the data and is packaged with a non-printing PDF that provides market-forecast tables for more than a dozen product categories. The corporate license includes the printed summary as well as a PDF that permits additional copies to be printed. For easier data reuse, the corporate-license edition is packaged with a Microsoft Excel workbook containing all of the data. A forthcoming report will provide information about semiconductors for mobile and wireless-communications applications.

Make Informed Decisions

As the leading vendor of analysis for communications silicon, The Linley Group has the expertise to develop a high-quality set of market estimates. Our entire analyst team applies its extensive experience and network of industry contacts to deliver the quantitative information you need to make informed business decisions.

Whether you are looking for a well-established vendor to source from, a vendor to partner with, or a rising company to invest in, this report will cut your research time and save you money. Order "Communications Semiconductor Market Forecast" today.

This report is written for:

• Product managers and executives seeking to identify product markets in which to invest or divest.
• Strategic sourcing professionals and engineers at OEMs seeking information about pricing and other chip-market trends.
• Investors and financial analysts seeking data to support investment decisions.
• Public relations professionals seeking to communicate the growth opportunities of their clients.




目次

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Table of Contents

About the Authors

Joseph Byrne

Communications Semiconductor Market Forecast, 2010-2015

Bob Wheeler
Jag Bolaria
Kevin Krewell

Communications Semiconductor Market Forecast, 2010-2015

About the Publisher

The Linley Group

Technology Reports
Consulting Services
Communications Semiconductor Market Forecast, 2010-2015
Events
For More Information

Executive Summary

Communications Semiconductor Market Forecast, 2010-2015

Introduction

Product Categorization and Report Organization
Forecast Methodology

Analysis Overview

Communications Semiconductor Market Forecast, 2010-2015
Embedded Pro-cessors, FPGAs, and CPU IP
Communications Semiconductor Market Forecast, 2010-2015

Processors

Network Processors

NPU Forecast Assumptions
NPU Forecast Accelerators
NPU Forecast Inhibitors

Embedded Microprocessors

Communications Semiconductor Market Forecast, 2010-2015
Embedded-Microprocessor Forecast Assumptions
58 Communications Semiconductor Market Forecast, 2010-2015
Embedded-Microprocessor Forecast Accelerators
Embedded-Microprocessor Forecast Inhibitors
Embedded Pro-cessors for Communications Assumptions
Embedded Pro-cessors for Communications Accelerators
Embedded Pro-cessors for Communications Inhibitors
Multicore-Processor Assumptions
Multicore-Pro-cessor Accelerators
Multicore-Pro-cessor Inhibitors

32-Bit CPU IP 16

CPU-Core Forecast Assumptions
CPU-Core Forecast Accelerators
CPU-Core Forecast Inhibitors

Ethernet

ASSPs for Ethernet Switching

10GbE Switch Forecast Assumptions
10GbE Switch Forecast Accelerators
10GbE Switch Forecast Inhibitors
40-Gigabit and 100-Gigabit Ethernet Forecast Assumptions
40-Gigabit and 100-Gigabit Ethernet Accelerators and Inhibitors

ASSPs for Ethernet Adapters

10GbE Client Forecast Assumptions
58 Communications Semiconductor Market Forecast, 2010-2015
10GbE Client Forecast Accelerators
10GbE Client Forecast Inhibitors

10 Gigabit Ethernet PHYs

10GbE PHY Forecast Assumptions
Communications Semiconductor Market Forecast, 2010-2015
10GBase-T PHY Forecast Accelerators and Inhibitors

Broadband

Broadband CPE ICs

58 Communications Semiconductor Market Forecast, 2010-2015

Broadband Infrastructure (CO) ICs

Communications Semiconductor Market Forecast, 2010-2015

Broadband IC Forecast Assumptions

Broadband IC Forecast Accelerators
Broadband IC Forecast Inhibitors

Other Networking ASSPs

ASSPs for Transport Networks

Transport-Network ASSP Forecast Assumptions
Transport-Network ASSP Forecast Accelerators
Transport-Network ASSP Forecast Inhibitors

ASSPs for ATM Networks
T/E-Carrier ASSPs

Network Search Engines

Search Engine Forecast Assumptions
Search Engine Forecast Accelerators
Search Engine Forecast Inhibitors

PCI Express, PCI, and RapidIO Bridges and Switches

PCI Express, PCI, and RapidIO Forecast Assumptions
PCI Express, PCI, and RapidIO Forecast Accelerators
PCI Express, PCI, and RapidIO Forecast Inhibitors

Home-Networking and Access ASSPs

Communications Semiconductor Market Forecast, 2010-2015
Home-Networking and Access ASSP Forecast Assumptions
Home-Networking and Access ASSP Accelerators
58 Communications Semiconductor Market Forecast, 2010-2015
Home-Networking and Access ASSP Inhibitors

Other Wired Communications ASSPs

FPGAs

FPGA Forecast Assumptions
FPGA Forecast Accelerators
FPGA Forecast Inhibitors

Conclusions

Communications Semiconductor Market Forecast, 2010-2015
Communications Semiconductor Market Forecast, 2010-2015

List of Figures


Figure 1 1. Taxonomy of wired-communications ASSPs. *Aggregated as “other wired communi-cations ASSPs” in subsequent chapters. (Source: The Linley Group)
Figure 1 2. Industry revenue of wired-communications ASSPs by product category, 2010-2015. M=millions. (Source: The Linley Group)
Figure 1 3. Industry revenue of select general-purpose semiconductors, 2010-2015. M=millions. (Source: The Linley Group)
Figure 2 4. Industry shipments of network-processor ASSPs, 2010-2015. K=thousands. (Source: The Linley Group)
Figure 2 5. Industry revenue and ASP of network-processor ASSPs, 2010-2015. M=millions. (Source: The Linley Group)
Figure 2 6. Industry revenue of embedded microprocessors by application, 2010-2015. M=millions. (Source: The Linley Group)
Figure 2 7. Industry revenue of embedded microprocessors by communications sub-application, 2010-2015. M=millions. (Source: The Linley Group)
Figure 2 8. Industry shipments of embedded multicore processors, 2010-2015. K=thousands. (Source: The Linley Group)
Figure 2 9. Industry revenue and ASP of embedded multicore processors, 2010-2015. M=millions. (Source: The Linley Group)
Figure 2 10. Industry shipments of 32-bit CPU cores by application category, 2010-2015. M=millions. (Source: The Linley Group)
Figure 2 11. Combined industry licensing and royalty revenue of 32-bit CPU cores, 2010-2015. M=millions. (Source: The Linley Group)
Figure 3 12. Industry revenue of Ethernet ASSPs by speed, 2010-2015. M=millions. (Source: The Linley Group)
Figure 3 13. Industry shipments of Ethernet-switch ports by speed, 2010-2015. M=millions. (Source: The Linley Group)
Figure 3 14. Industry revenue of ASSPs for Ethernet switching by speed, 2010-2015. M=millions. (Source: The Linley Group)
Figure 3 15. Industry port-shipments of ASSPs for Ethernet adapters by speed, 2010-2015. M=millions. (Source: The Linley Group)
Figure 3 16. Industry revenue and ASP of ASSPs for Ethernet adapters by speed, 2010-2015. M=millions. (Source: The Linley Group)
Figure 3 17. Industry shipments of 10GbE PHYs, 2010-2015. K=thousands. (Source: The Linley Group)
Figure 3 18. Industry revenue and ASP of discrete 10GBase-T PHYs, 2010-2015. M=millions. (Source: The Linley Group)
Figure 4 19. Industry port-shipments of ASSPs for broadband CPE by technology, 2010-2015. M=millions. (Source: The Linley Group)
Figure 4 20. Industry revenue and ASP of ASSPs for broadband CPE by technology, 2010-2015. M=millions. (Source: The Linley Group)
Figure 4 21. Industry port shipments of ASSPs for broadband infrastructure by technology, 2010-2015. M=millions. (Source: The Linley Group)
Figure 4 22. Industry revenue and ASP of ASSPs for broadband infrastructure by technology, 2010-2015. M=millions. (Source: The Linley Group)
Figure 5 23. Industry revenue of ASSPs for transport networks (Sonet/SDH, OTN), 2010-2015. M=millions. (Source: The Linley Group)
Figure 5 24. Industry shipments and revenue of network-search-engine ASSPs, 2010-2015. M=millions. (Source: The Linley Group)
Figure 5 25. Industry revenue of PCI Express, PCI, and RapidIO bridges and switches, 2010-2015. M=millions. (Source: The Linley Group)
Figure 5 26. Industry revenue from home networking and access ASSPs, 2010-2015. M=millions. (Source: The Linley Group)
Figure 5 27. Industry revenue of other wired-communications ASSPs, 2010-2015. M=millions. (Source: The Linley Group)
Figure 5 28. Industry revenue of FPGAs for communications and all other applications, 2010-2015. M=millions. (Source: The Linley Group)


List of Tables


Table 1 1. Industry revenue of wired-communications ASSPs by product category, 2010-2015. Revenue in millions. *includes Sonet/SDH and OTN. (Source: The Linley Group)
Table 1 2. Industry revenue of select general-purpose semiconductors, 2010-2015. Revenue in millions. (Source: The Linley Group)
Table 2 3. Industry revenue and shipments of network-processor ASSPs, 2010-2015. ASP=average selling price. K=thousands. M=millions. (Source: The Linley Group)
Table 2 4. Industry revenue of embedded microprocessors by application, 2010-2015. M=millions. (Source: The Linley Group)
Table 2 5. Industry revenue of embedded microprocessors by communications sub-application, 2010-2015. M=millions. (Source: The Linley Group)
Table 2 6. Industry revenue and shipments of embedded multicore processors, 2010-2015. K=thousands; M=millions. (Source: The Linley Group)
Table 2 7. Industry shipments of 32-bit CPU cores by application category, 2010-2015. M=millions. (Source: The Linley Group)
Table 2 8. Combined industry licensing and royalty revenue of 32-bit CPU cores, 2010-2015. M=millions. (Source: The Linley Group)
Table 3 9. Industry revenue of Ethernet ASSPs by speed, 2010-2015. *Other includes industrial con-trollers, multi-port MACs for Carrier Ether-net, and certain fiber PHYs. M=millions. (Source: The Linley Group)
Table 3 10. Industry shipments of Ethernet-switch ports by speed, 2010-2015. K=thousands. M=millions. (Source: The Linley Group)
Table 3 11. Industry average ASSP cost per port for Ethernet-switches by speed, 2010-2015. (Source: The Linley Group)
Table 3 12. Industry revenue of Ethernet-switch ports by speed, 2010-2015. Includes ASSP only. M=millions. (Source: The Linley Group)
Table 3 13. Industry port-shipments of ASSPs for Ethernet adapters (MAC and MAC-PHY ICs) by speed, 2010-2015. K=thousands. M=millions. (Source: The Linley Group)
Table 3 14. Industry ASP Ethernet-adapter ASSPs by speed, 2010-2015. (Source: The Linley Group)
Table 3 15. Industry revenue of Ethernet-adapter ASSPs by speed, 2010-2015. M=millions. (Source: The Linley Group)
Table 3 16. Industry shipments of 10GbE ports by PHY, 2010-2015. K=thousands. (Source: The Linley Group)
Table 3 17. Industry revenue and ASP of discrete 10GBase-T PHYs, 2010-2015. K=thousands. M=millions. (Source: The Linley Group)
Table 4 18. Industry port-shipments of ASSPs for broadband CPE, by technology, 2010-2015. M=millions. *includes small amount of other DSL (e.g., SHDSL). (Source: The Linley Group)
Table 4 19. Industry ASP of ASSPs for broadband CPE by technology, 2010-2015. ASP=average selling price. *includes small amount of other DSL. (Source: The Linley Group)
Table 4 20. Industry revenue of ASSPs for broadband CPE by technology, 2010-2015. *includes small amount of other DSL. (Source: The Linley Group)
Table 4 21. Industry port-shipments of ASSPs for broadband infrastructure by technology, 2010-2015. M=millions. (Source: The Linley Group)
Table 4 22. Industry ASP of ASSPs for broadband infrastructure by technology, 2010-2015. ASP=average selling price per port. (Source: The Linley Group)
Table 4 23. Industry revenue of ASSPs for broadband infrastructure by technology, 2010-2015. M=millions. (Source: The Linley Group)
Table 5 24. Industry revenue of ASSPs for transport networks (Sonet/SDH, OTN), 2010-2015. M=millions. (Source: The Linley Group)
Table 5 25. Industry shipments and revenue of network-search-engine ASSPs, 2010-2015. *M=millions of megabits. (Source: The Linley Group)
Table 5 26. Industry revenue of PCI Express, PCI, and RapidIO bridges and switches, 2010-2015. M=millions. (Source: The Linley Group)
Table 5 27. Industry revenue from home networking and access ASSPs, 2010-2015. M=millions. (Source: The Linley Group)
Table 5 28. Industry revenue of other wired-communications ASSPs, 2010-2015. M=millions. (Source: The Linley Group)
Table 5 29. Industry revenue of FPGAs for communications and all other applications, 2010-2015. M=millions. (Source: The Linley Group)