The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 5, Issue 2
January 20, 2005 |
 |
Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Sanjay Iyer
In
This Issue
A
Guide to High-Speed Interconnects will soon be available.
Get the latest information on this vitally important market. For
more information, visit
our web
site.
Intel
Dismantles Comms Group
This
week, Intel announced a new organizational structure at the highest
levels, aligning its product groups around target markets such
as mobile, digital home, and enterprise. Lacking from the new
structure is a group focused on communications infrastructure;
instead, the popular IXP NPU and other communications products
are in the new enterprise group, headed by Pat Gelsinger, who
was Intel's CTO. Sean Maloney, formerly head of Intel's Communications
Group (ICG), now leads the Mobility Group, which includes the
Centrino 802.11 products.
These moves put incoming Intel president Paul Otellini's stamp
on the organization chart. The Communications Group reflected
former president Craig Barrett's efforts to increase Intel's
revenue by
branching out to a new market. Barrett invested more than $10
billion in this effort, with little return. Despite Maloney's
valiant efforts,
ICG did not show a quarterly profit during the past three years.
Mixing the communications products with Intel's highly profitable
enterprise processors will hide any further losses from public
view. Otellini, whose Intel experience is entirely on the PC
and server side, will not have to deal directly with the
comms products.
According
to an Intel spokesman, the company remains committed to its network
processors and other communications products,
such as its optical components and Ethernet chips; all product
roadmaps
remain in place. As Gelsinger takes over his new group, however,
he will over time review all of his product lines from a business
standpoint and may adjust their level of funding. We believe
that Intel's NPU line is not yet profitable; Gelsinger's degree
of patience
with this situation is unknown. We expect further details will
be disclosed at Intel Developer Forum in March. —LG
Complete
coverage of Intel's IXP line appears in our recent report A
Guide to Network Processors.
Cavium
Upgrades Secure Communications-Processor Family
This week, Cavium announced it is sampling two new secure communications
processors—the CN220 and CN225—that provide a feature
and performance upgrade to the Nitrox SOHO family in a pin-compatible
package. Slated for production release later in 1Q05, the CN220
is priced below $20 and the CN225 below $25 in 10,000-unit quantities.
Unlike competing devices, these processors support both SSL and
IPSec VPNs, with large-packet bulk-crypto performance of 200Mbps
and up to 100 IKE or SSL handshakes per second.
The CN22x processors also provide 200Mbps large-packet throughput
for firewalling and routing, enough for SME or SOHO gateway applications.
Cavium's P-trie lookup algorithm removes any performance penalty
for multitunnel VPN operation. Three integrated 10/100 Ethernet
MACs provide network connectivity, supporting the WAN, the LAN,
and an optional DMZ. WLAN client chipsets are supported through
the 32-bit/33-MHz PCI bus; the CN22x also support CCMP for wireless
applications.
On
the basis of IPSec performance, the CN22x is superior to secure
processors from Broadcom and Intel and comparable
to Freescale's
secure PowerQuicc II processors. The CN22x uniquely provides
hardware support for authentication and has excellent small-packet
performance
(around 30Mbps for bulk crypto). These attributes, which do
not add a price premium, improve the user experience in
SME applications,
especially with high-bandwidth broadband access such as VDSL
or FTTH. —SI
Complete
coverage of secure communications processors appears in our
report A Guide to Communications Processors.
News In Brief
Chelsio has
closed a $25 million third round of funding led by new investor
Invesco. Existing investors, including Sequoia, New Enterprise
Associates, Global Catalyst, and others, also participated in
the latest round. With this sizable new round, Chelsio has raised
a total of $55 million. The company is shipping the industry's
first 10GbE TOE adapter (NIC) and iSCSI HBA to OEM customers.
Chelsio expects to reach profitability by 2006 without raising
additional funds. —BW
Coverage of Chelsio will appear in an upcoming report from
The Linley Group.
ESC Adds Microprocessor Summit
This year's
Embedded Systems Conference in San Francisco will include a new
event, called Microprocessor Summit, on Monday, March 7. This
one-day event will focus on the newest processors, including
general-purpose CPUs, DSPs, and network processors. Three tracks
will be chaired by CMP's Jim Turley, BDTI's Jeff Bier, and our
own Linley Gwennap.
Linley will be moderating two sessions of interest to our readers.
The first covers high-performance CPUs including PMC-Sierra's
RM9150, AMCC's PowerPC 440, and AMD's Geode NX. Can the
x86 chip hold its
own against two integrated RISC processors? The second session
includes Cavium's Octeon, EZchip's NP-2, and Intel's IXP2800
in a showdown of high-speed networking processors. Which
chip is best
for complex packet processing? Find out at Microprocessor Summit.
For
more details on the conference and the program, click
here.
The
Linley
Group's Latest Column:
Embedded
Systems Programming: Comparing
Embedded Processors
EE
Times: Understanding
Backplane, Chip-to-Chip Tech
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