The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 6, Issue 5
March 21,
2006
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Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Joseph Byrne
In
This Issue
Time
is running out and space is limited--register this week to
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place! On March 29, The Linley Group will host a free one-day seminar
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Hear industry experts presenting advanced solutions for data-plane
and control-plane applications. Qualified attendees earn FREE admission,
courtesy of our sponsors Freescale, AMCC, EZchip, Xilinx, Hifn,
and Micron. For a complete program listing and registration
information,
visit our web site.
Broadcom
Samples 20-port 10GbE Switch Chip
This week,
Broadcom announced its first high-density 10GbE switch chips.
Part of the StrataXGS III Layer 3 switch family, the new
800 series chips (BCM568xx) represent a dramatic increase in integration
over Broadcom's existing BCM56501 4x10GbE switch chip. The underlying
design of the new BCM568xx devices is a 200Gbps shared-memory
switch with 20 ports that can be configured as 10GbE or HiGig/HiGig+/HiGig2.
HiGig2 is a new flavor of Broadcom's proprietary stacking interface
that operates at 13Gbps. As with the 565xx devices, the new 568xx
chips support both XAUI and CX4 in 10GbE mode.
Because of the bandwidth tradeoff between 10GbE and HiGig2 ports,
Broadcom offers two high-end versions of the new switch: the 56800
is a 20x10GbE device, while the 56801 has ten 10GbE ports plus
eight ports that support 10GbE or HiGig2 operation. The 56800 is
intended for pizza-box switch designs and blade-server backplanes.
For chassis-switch designs, the 56801 can be used to create a 10x10GbE
wire-speed line card with eight 13Gbps HiGig2 ports connecting
to the backplane. For lower-density designs, Broadcom also offers
12x10GbE (56803) and 16x10GbE (56802) variants. The 568xx devices
are currently sampling and are priced at less than $30 per 10GbE
port.
Broadcom
is not first to market a 10GbE switch-on-a-chip device, nor does
it offer the highest density 10GbE switch; Fujitsu and
Fulcrum Microsystems, respectively, take those honors. But Broadcom
is the first incumbent Ethernet vendor to offer such a device,
and the 568xx chips are unique in their support for stacking and
Layer 3 switching. With a differentiated product and a strong base
of GbE designs at Tier One OEMs, Broadcom should easily extend
its GbE leadership into the market for 10GbE switch chips. —Bob
Complete coverage of Broadcom's StrataXGS products
appears in our report A Guide to Gigabit and 10G Ethernet Silicon.
Tundra
Chip Switches RapidIO
Last month, Tundra Semiconductor launched its third generation
of Serial RapidIO switch chips and created an interoperability
lab for component manufacturers and OEMs. Targeting ATCA and MicroTCA
chassis, the Tsi578 chip conforms to the latest release (v1.3)
of the Serial RapidIO specification. With an aggregate capacity
of 80Gbps, the Tsi578 can support up to 8 four-lane ports or 16
single-lane ports. Each lane operates at a date rate of up to 3.125Gbps.
The Tsi578 includes an internal switch fabric to switch among its
ports. For each port, the Tsi578 switches packets using either
a store-and forward mode or a cut-through mode.
Compared to earlier Serial RapidIO switches from Tundra, the
Tsi578 adds support for multicast, improves traffic management,
and reduces
power dissipation. The switch can queue up to 16 full RapidIO
packets from the point where a packet enters the switch to
the exit, where
each of the ingress and egress ports has eight packet buffers.
These prevent head-of-line blocking and allow multiple ingress
ports to target a common egress port. The Tsi578 switch can be used in systems for wireless infrastructure,
access equipment, and storage. The switch most often connects to
Texas Instruments DSPs, Freescale PowerQuicc and PowerPC processors,
and FPGAs from Xilinx and Altera. Tundra has announced a volume
price of less than $99 and plans to sample the Tsi578 in August
2006.
Also last month, Tundra set up an interoperability lab for third
parties to test interoperability of their RapidIO products. Being
the first vendor with RapidIO switches, Tundra is in a unique position
to create such a facility. Silicon vendors, FPGA vendors, and OEMs
of RapidIO products are likely to welcome the launch of this lab.
This RapidIOlab (RIOLAB) is a wholly owned subsidiary of Tundra.
The company plans to offset costs of operation with fees for testing
third-party products.
Tundra
continues to lead the RapidIO market with new products and the
broadest line of Serial RapidIO switches. In 2006, Tundra will
face competition for the first time. The bigger concern for Tundra,
however, will be to expand the market for RapidIO products. RIOLAB
should assure OEMs of getting interoperable RapidIO products from
multiple vendors. This degree of safety should convince more OEMs
to adopt the RapidIO architecture. —Jag
Tundra's
new RapidIO products will be covered in an upcoming edition
of A Guide to High-Speed Interconnects.
Broadcom
Leads in Networking Chips
According to data gathered by The Linley Group, the networking
semiconductor market grew a modest four percent in 2005. Broadcom
captured about one fifth of the market. The underlying landscape
of competitors and product markets is far more complex, however,
than suggested by the stability of the market in aggregate. Some
technologies are becoming outmoded, while others are growing. Some
vendors took advantage of emerging technologies, while others capitalized
on stable markets for mature technologies.
Tracking
the overall trend, sales of Ethernet ICs increased about three
percent. Sales of chips for Gigabit Ethernet switching,
however, shot up as enterprises increased GbE deployment.
GbE switch and
PHY sales grew about 55% and 30% in 2005. The big beneficiary
of increased GbE switch deployment was Broadcom, which captured
about
two-thirds of the merchant GbE switch IC market and a similar
share of the PHY market.
2005 DSL chip sales were about even with 2004. Here, too, Broadcom
emerged as a winner, growing its revenue 80% and surpassing Infineon
to become the number three supplier. This growth came at the expense
of STMicroelectronics, which saw its DSL sales fall by 45%. Despite
the decline, ST managed to stay ahead of Ikanos, which gained share
based on its strength in the emerging VDSL market.
Passive optical networking (PON), an alternative to DSL, more
than doubled its industry revenue in 2005, benefiting leading
supplier
Passave, which held more than 50% market share. At only $80 million,
however, the PON IC market is less than one-tenth the size of
the DSL market. The network-processor industry was especially chaotic, with half
of the top-ten suppliers selling less in 2005 than in 2004 and
the other half increasing sales. Despite a dramatic decline in
revenue, AMCC maintained its number one position, just above Intel.
AMCC's revenue decline was matched by Agere's increase, which led
to Agere becoming the third-largest NPU supplier. Wintegra's revenue
grew even more, and the access NPU pioneer is now the fourth largest
supplier in the $176 million NPU market.
The
Linley Group report Networking
Silicon Market Share 2005 provides
revenue and market-share estimates for each of the product markets
discussed above as well as network search engines, interconnect
ASSPs, high-end embedded CPUs, voice-over-packet processors, SONET,
ATM, and T/E carrier ICs. The report is available in either a single
or corporate license. —Joe
Order by April 7 and save $300 on
Networking Silicon Market Share 2005. For more information,
visit our web site.
Linley Live and in Person The
Microprocessor Summit, part of Embedded Systems Conference,
will be held Monday, April 3 at the Fairmont Hotel
in San Jose. Our own Linley Gwennap will chair
the High-End
Processor breakout session. This session examines
processors designed to deliver performance for the most
demanding
embedded applications—such as security, networking,
and communications infrastructure.
ESC Silicon Valley runs April 3-7 at the McEnery Convention
Center in San Jose. Register by March 30 with priority
code LGRP for a $400 discount. Embedded
Systems Conference .
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