The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 6, Issue 11
June 22,
2006
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Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Joseph Byrne
In
This Issue
Linley
Tech Seminar Slides Available. If you missed our recent
seminar on High-Speed Interconnect Design, you can download the presentations
at no cost
by completing the registration page on our web
site. The seminar
featured technical presentations from leading suppliers of products
for interconnects and fabrics, as well as a technology and market
overview by The Linley Group. We would like to thank our event sponsors:
Freescale, AMCC, StarGen, Tundra, PLX, IDT, Dune, and Pericom.
Raza
Adds Alchemy CPUs
Raza Microelectronics (RMI) has acquired the Alchemy product line
from AMD to enhance its portfolio of MIPS processors. RMI currently
offers the XLR, a high-end processor that scales to eight multithreaded
CPUs, as well as the XL family of single-CPU processors. At speeds
of up to 500MHz, the Alchemy devices overlap the XL chips in performance,
but they fill a gap by integrating many system functions, whereas
the XL chips are standalone processors that require an external
chip set. The Alchemy chips dissipate less than 1W and can be used
in mobile, consumer, and SMB applications.
Alchemy was founded in 1998 by ex-DEC CPU designers Rick Witek,
Greg Hoeppner, and others. AMD acquired Alchemy in 2002 with
plans to make a big splash in the consumer market, but
the revenue from
the products grew slowly. AMD later acquired National's x86-based
Geode processor and is now focusing on x86 processors. The price
of the acquisition was not disclosed; we believe AMD swapped
the products for RMI stock instead of cash. RMI plans to
hire at least
some of the Alchemy engineers but has not disclosed who or how
many.
With
the acquisition, RMI now offers one of the broadest lines of
general-purpose embedded processors in the industry, spanning
from 333MHz processors at less than $20 to the eight-CPU XLR
at 1.2GHz and $850. All of its processors are software compatible,
although the Alchemy products are 32-bit MIPS while the others
are 64-bit MIPS. This is an impressive accomplishment, particularly
for a company that had less than $10 million in revenue in
2005. If RMI can show that it has not bitten off more than
it can chew,
it should become a formidable player in the embedded-processor
market. —Linley Complete
coverage of RMI and Alchemy products appears in our report
A Guide to High-Speed Embedded Processors.
ImmenStar
Dives Into EPON
Silicon Valley startup ImmenStar emerged from stealth mode,
announcing availability of EPON chipsets branded as Mulan.
Additionally, the
company claims to have eight customers and bookings of several
million dollars. This achievement is more remarkable given the
company has raised only $5.5 million. Founded in 2004, the 30-person
startup sampled its first silicon in 2005 and focused on winning
business instead of going public.
The Mulan family consists of two devices each for OLT and the
ONU. The IS8020 is the first four-port controller for OLT applications
and the IS8030 is a derivative single-port OLT controller.
Four EPON ports allow carriers to deploy redundant links,
which can
be used in case the fiber is inadvertently cut. An on-chip
8K-entry TCAM assists with classification. The OLT devices
include an
ARM-9
processor for maintenance and control-plane software.
For the ONU, ImmenStar's products consist of the IS8010 and
the IS8015. The former can be used with an external PHY and
the latter
with third-party Ethernet switches. Instead of an ARM9 CPU,
the ONU devices integrate a slower ARM7, which is unable
to support
standard operating systems such as Linux. ImmenStar, however,
offers its iROS software suite, which includes an API and
support for
dynamic bandwidth allocation.
ImmenStar
enters the EPON market after PMC-Sierra/Passave, Teknovus, and
Centillium. With a growing market, however,
ImmenStar still
has an opportunity to establish market share. Its OLT devices
are unique in supporting four ports, integrated TCAM, and
a large number
of flows. This level of integration allows OEMs to reduce
cost for multiport line cards. The ONU devices, however,
lack a
processor with sufficient performance to run Linux and
industry-standard libraries for networking. With its initial
announcements,
ImmenStar has delivered a compelling OLT product but needs
to develop
more-competitive
ONU chips. —Jag
Complete
coverage of PON products appears in our report A
Guide to Next-Generation Broadband Interface Chips.
News
In Brief
This
week, Chelsio announced it has raised $12 million in
its fourth round of funding. The new round includes
an investment from LSI Logic, which Chelsio refers to
as a semiconductor partner. Chelsio had significant revenue
in 2005, and the company claims this round will take
it to profitability…Back in April, Silverback Systems raised a $16 million round including a strategic investment
from Network Appliance. Rather than consolidating, the
10GbE NIC and iSCSI HBA market is getting more crowded
as incumbents raise new money and new entrants such as
Myricom and NetXen join the fray. —Bob
Complete
coverage of 10GbE NIC products appears in our report
A Guide to Gigabit and 10G Ethernet Silicon.
Report Highlights: A Guide to SOHO Gateway Processors
This
new report provides an in-depth look at the
products and vendors powering the rapidly evolving
residential and
SOHO gateway market. Market leaders such as Broadcom,
Conexant, Texas Instruments, and Atheros have
combined their wireless,
broadband, or VoIP technologies with basic RISC CPUs.
Competitors, such as Ikanos, Infineon, and
PMC-Sierra,
are challenging the incumbents with new designs featuring
integrated voice processing and dedicated packet
processing to handle faster networks. The result
is an impressive
array of options from both new and established vendors.
A
Guide to SOHO Gateway Processors updates
material published in last year's popular release,
"A Guide
to Communications Processors." The new title
covers the convergence of broadband modems, voice-over-IP,
and
home networking in a single box: the SOHO gateway.
With many processor vendors targeting this hot
market, we have
incorporated much new material. Highlights include:
- New
cable-modem processors from Broadcom and
TI
- A
true single-chip WLAN access point from Atheros
- Broadcom's
hot Viper CPU, which drives several new gateway
chips
- Conexant's
new CX94615, the first processor to integrate
DSL and
802.11
- The
Vx160 from Ikanos, a gateway processor for
VDSL
- Infineon's
Danube DSL processor and the secret of its
voice
engine
- PMC-Sierra's
entry into the DSL two new processors
- How
PMC's acquisition of Passave shakes up the
PON
market
- Freescale's
new Quicc Engine processor for
gateways
- How
Ubicom's StreamEngine 5000 can turbocharge
gateways
This report covers
all the newest products
in
this rapidly
moving
market.
Order
by June 30 to take advantage of a special prepublication
discount. For more information on this report, visit
our web
site.
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