The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 5, Issue 11
June 9,
2005
|
 |
Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria
In
This Issue
Save the date!
Mark your calendars for July 21 when The Linley Group, Freescale,
Wintegra, and AMCC host a free one-day seminar on Access
System Design.
The event will be held at the Santa Clara Marriott hotel. Watch for
the detailed program to be announced soon. For further information,
visit our web site.
Agere Samples
Third-Generation OC-48 NPU
Last week, Agere announced the APP650, a new OC-48 network processor.
Although the APP650 offers the same throughput and level of integration
as Agere's existing APP550, the new NPU offers major performance
and feature improvements. For edge-router applications, the most
significant change in the APP650 is doubled classification performance.
Agere borrowed the classification-engine design from its discontinued
APP750 10Gbps NPU, which used three pattern engines, versus the
APP550's single engine. Agere maintained pin compatibility with
the APP550 by adding internal tree memories to the APP650, which
avoided the need for additional external memory.
The other major architectural change to the APP650 is the addition
of a second stream editor. Whereas the existing stream editor
modified packets on egress, the new stream editor modifies
packets before
queuing. This added capability enables the APP650 to handle new
protocols, most notably AAL2, without an external coprocessor.
Agere has also added a second shaping engine to the its NPU,
doubling the cycle budget for traffic shaping. The added
performance and
features have a cost; Agere estimates that the APP650 will dissipate
20–30% more power than the APP550. The APP650 is also priced
at $596 in 10K quantities, nearly 10% more than the APP550. Samples
of the APP650 are available now.
Agere's
announcement of the APP650 comes on the heels of the new APP300
NPU for access designs, which is also now sampling.
We expect
the APP650 to replace the APP550 for most new OC-48 designs,
while the APP300 family serves the more price-sensitive GbE/OC-12
performance
point. With APP550 volume on the rise and two new NPUs sampling,
Agere is well positioned to gain share in multiservice designs.
—BW
Complete
coverage of Agere's APP family appears in our report A
Guide to Network Processors.
Apple
Decision Impacts Freescale, IBM
Apple's decision this week to move its Macintosh computers from
PowerPC to x86 in 2006 will impact Freescale and IBM to a modest
extent, but it will not do significant harm to their embedded-processor
strategies. We estimate Freescale's revenue from Apple was about
$150 million in 2004, but the impact goes beyond this revenue;
without Apple as a customer, the company is unlikely to continue
developing new products in its MPC744x line of standalone processors.
We believe this product line generates another $50 million or more
in annual revenue from customers other than Apple.
Fortunately,
Freescale no longer uses the CPUs from its 744x line in its most
of its popular PowerQUICC products. The e600 (G4) CPU
from the 744x dissipates too much power for most embedded applications,
so Freescale developed the e500, which delivers slightly less performance
but uses much less power, for PowerQUICC. Without Apple’s
funding, we expect Freescale to focus on processors that provide
a balance between performance and power dissipation rather than
very high-performance products. We also expect Freescale to redirect
development of the e700, a 64-bit PowerPC CPU intended to compete
with IBM’s G5 CPU, to better meet the demands of the embedded
market, which is likely to further delay the project.
With
Freescale unable to deliver a G5-class product in 2005, Apple
has been forced to rely on IBM, but that company has
become less
and less interested in developing standard products. Over the
past two years, IBM has sold its network processor, switch
fabric, TCAM,
and integrated PowerPC products, leaving only the standalone
processors that it sells to Apple and a few others. But apparently
even the
estimated $250 million that IBM received from Apple in 2004
was not enough to keep Big Blue's attention. Apple's decision
should
allow IBM to drop the final vestiges of its standard-product
business, letting it focus entirely on video-game manufacturers
and its other
large ASIC customers. By the way, anyone who believes IBM will
be selling Cell processors to hundreds of customers in a few
years just isn't paying attention. —LG
Complete
coverage of Freescale and IBM PowerPC processors appears in our
report A Guide to High-Speed
Embedded Processors.
Intel Ships GbE Controller for PCI Express
In late May, Intel launched its Professional Business Platform
for office desktop PCs. The new desktop platform includes the optional
PRO/1000 PM, which enables Intel's new Active Management Technology
(AMT), which is the next step beyond ASF 2.0 in remote desktop
management. Intel's first GbE controller for PCI Express, the PRO/1000
PM is actually the 82573E GbE controller, previously known by its
codename Tekoa.
The 82573E integrates a single-lane (x1) PCI Express 1.0a interface,
a MAC with 32KB FIFO, and a 10/100/1000 PHY. The new chip also
integrates a processor capable of running a TCP/IP stack at low
packet rates. This integrated stack enables AMT to use standard
protocols, even when a client PC has not booted an operating
system. The TCP/IP stack is used for only "out-of-band" management,
as opposed to a TCP offload engine (TOE) that must operate at wire
speed.
Unlike Intel's Northway chip, which never reached production,
the 82573E is not a 90nm design. Instead, the new GbE controller
is
built in TSMC's standard 130nm process.
Now that Intel has a GbE controller for PCI Express, it can
once again compete with Broadcom for new desktop and notebook
designs.
So far, however, the differentiation offered by AMT has not
enabled Intel to displace Broadcom at Dell or HP. Of the leading
PC OEMs,
only Lenovo/IBM and Fujitsu/Siemens have pledged support for
AMT. Like previous management technologies, AMT will take some
time
to mature and gain broad software support. This lag should
give Broadcom a window in which to respond. —BW
Complete
coverage of GbE controller chips appears in our report A Guide
to Gigabit and 10G Ethernet Silicon.
PMC Invests in Wintegra
At Supercomm this week, PMC-Sierra and Wintegra announced
that they will jointly market system solutions combining Wintegra's
WinPath network processors and PMC's network-interface chips.
To seal the partnership, PMC has also invested an undisclosed
amount in the Austin-based startup. The partnership fills a
gap in PMC's product line, which has lacked a true data-plane
processor ever since the company terminated its SwitchOn, Malleable,
and Extreme Packet Devices acquisitions in 2001. Since then,
PMC has claimed that its high-speed MIPS processors,
such as the RM9000, could be used in data-plane applications,
but these chips never demonstrated competitive price/performance
when compared with true network processors.
The
WinPath NPU is a good fit for PMC, which is focusing more on
the access segment these days. In addition, WinPath embeds
a MIPS CPU along with its data-plane engines, making it architecturally
compatible with PMC's own processors. We would not be surprised
if the initial partnership culminates in PMC completely acquiring
Wintegra. Given the startup's recent success, however, such
an acquisition would not come cheaply. —LG Complete
coverage of Wintegra's NPUs appears in our report A Guide to
Access Processors.
News
in Brief
Last
week, Bay Microsystems announced it
will acquire Parama Networks of Santa Clara, California.
To support the acquisition,
Bay secured an $8.4 million round of funding from new
and existing investors. In 2Q04, Parama sampled its first
ADM-on-a-chip
products. Bay plans to support Parama's complete family
of products. We believe a mutual customer in the government
sector compelled the acquisition. —BW Coverage
of Bay Microsystems appears in our report A
Guide to Network Processors and coverage of Parama
Networks appears in A Guide to Next-Generation SONET
Silicon.
Report Highlights: Switch Fabric Update
The merchant fabric market has been one of the most dramatic
to watch over the past several years. Early predictions of
vast fortunes during high-tech's period of irrational exuberance
yielded to the painful reality of the downturn. Limited opportunities
and an overabundance of vendors gave way to the inevitable
consolidation in this market with only a handful of survivors
remaining. Now the current vendors face a new challenge:
OEMs are beginning to demand fabrics that implement a standard
backplane. But which standard will get voted off the island,
ASI, RapidIO or ATCA?
The merchant fabric market improved steadily in 2004, coming
in at $60 million. More important, more OEMs than ever
before accepted merchant fabrics for their current designs.
As these
designs enter volume production, we expect rapid market
growth, with merchant revenues reaching $375 million in
2008. The
stronger fabric vendors among the current survivors can
look forward to healthy revenue during the next three to
five
years.
A
Guide to Switch Fabrics delivers the latest developments in this
dynamic market. This new edition covers switch-fabric
requirements, features, architectures, and trends. We
provide in-depth coverage of switch fabrics from AMCC, Vitesse,
IDT,
Agere, AMCC, Dune, Sandburst, TeraChip, StarGen, Xyratex,
and Tundra. Also included is analysis of new fabric standards
such as ASI, RapidFabric, ATCA 3.0, and the impact these
standards will have on silicon vendors and OEMs. The
report provides market-growth trends and forecasts of the available
business opportunities.
The report is now available for immediate delivery. For
more information on this report, visit our web
site.
To
receive The Linley Wire via e-mail, click
here
About
The Linley Wire
© 2002-2005 The Linley Group
|