The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 5, Issue 1
January 5, 2005 |
 |
Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Sanjay Iyer
In
This Issue
A
Guide to Security and Content Processors is now available
for immediate delivery. Get the latest information on this vitally
important market. For more information, visit
our web
site.
2004
in Review: Security Processors
During
2004, the growth of security processors was fueled by simple economics:
the increasing use of virtual private networks across the Internet
for communication between business sites, in place of more expensive
leased lines. The other ubiquitous security application—secure
browsing—requires security acceleration in web servers but
not client devices. Therefore, VPN remains the dominant application
for security processors. Although secure communications processors
have taken away the low end of the security-processor market, The
Linley Group estimates the market for mid- and high-end security
processors has grown to $65 million during 2004, almost double its
2002 level. Hifn, with an estimated 33 per cent share, continues
to lead the market.
Security processors, after years of rapid progress, now offer
more processing throughput than the market demands. For
new devices, the
emphasis has shifted to cost and power reduction. Most vendors
now address SSL applications with a dual-purpose part that
also handles
IPSec; with one exception (Britestream, formerly Layer N), vendors
have discontinued their SSL-only parts. Security-processor vendors
have made incremental firmware updates for the latest protocols
such as Wi-Fi, but the feature set has not changed dramatically
in 2004.
The
next big step for security processors is to address application-level
security, such as intrusion prevention, virus detection, and
application-level firewalling. The complexity and fluidity
of these applications,
coupled with the secrecy of software-vendor algorithms, makes
it difficult
for hardware vendors to provide acceleration. The most general
way to provide application-security acceleration is by embedding
general-purpose
CPUs into security processors. These CPUs can run proprietary
content-inspection algorithms developed by security-software
vendors. We call these
enhanced devices application security processors. Some vendors,
such as Seaway Networks, already offer board-level application
security
processors; Cavium’s Octeon, which will sample during the
first half of 2005, is the first integrated device of this type.
Although
these devices face a steep adoption curve, vendors that successfully
negotiate this challenge can look forward to expanding their
horizons beyond cryptography applications. —SI
Complete
coverage of security processors appears in our new report A
Guide to Security and Content Processors.
2004
in Review: High-Speed Interconnects
Driven by Intel’s PC volume, PCI Express deployment started
to increase in 2004. In 2005, PCI Express should become the dominant
interconnect for chip-to-chip applications. Despite less volume
than PCI Express, HyperTransport will continue to be a solid alternative,
driven by AMD’s PC platform and applications such as game
consoles and networking equipment.
For backplane applications, transceivers at 2.5Gbps and 3.125Gbps
have been integrated into fabric and bridging products. The design
wins for standalone transceivers are shifting beyond 4Gbps, reducing
the overall market opportunity. Consequently, several backplane
startups, including Accelerant, BitBlitz, and Velio, were acquired
or folded in 2004. The remaining standalone vendors are shifting
development to 6.25Gbps and greater. With its Virtex-4 FPGA,
Xilinx delivered 10Gbps transceivers before most merchant
silicon vendors.
If these 10Gbps transceivers live up to their specifications,
Xilinx stands to increase market share from backplane applications.
Although 10GbE (10GBase-T) will ultimately provide the best
approach for 10Gbps over copper, the standard remains incomplete,
with
several technical hurdles to be navigated. Startups such as
Keyeye, Analogix,
and Vaativ are looking to deploy prestandard products for 10Gbps
over Cat5e wiring. These products would be available earlier
and dissipate significantly less power than 10GBase-T chips.
In
summary, PCI express is the clear winner for chip-to-chip applications,
but in backplane and system interconnects,
the winners are unlikely
to emerge before 2006. —JB
Complete
coverage of high-speed interconnects appears in our upcoming
report A
Guide to High-Speed Interconnects.
Report Highlights: A
Guide to High-Speed Interconnects
New in this
edition is coverage of chips for 10GBase-T and 10Gbps over Cat5/6e
wiring. Ethernet, Sonet, and Fibre Channel applications at 10Gbps
are driving interconnect technology to ever-faster speeds. Standards
such as 10GBase-CX4 are being developed to simplify interconnects
between systems but currently require expensive cabling. To reduce
system-interconnect and cabling costs for connecting systems
and networks, the industry is slogging through the development
of a 10GBase-T standard but is not expected to be final until
2006.
A Guide to High-Speed Interconnects examines the competing
specifications and leading vendors developing these standard and
pre-standard products. It provides an objective assessment of the
vendors that are shipping production-qualified devices as well
as projecting the future winners.
We provide detailed coverage of the performance, feature sets,
and architecture of each covered product, highlighting strengths
and weaknesses in a consistent, easy-to-compare fashion. We
examine competing specifications and vendor activity behind
each technology.
Order by January 21 to take advantage of a special prepublication
discount. For more information on this
report, visit
our web
site.
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