The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 6, Issue 12
July 21,
2006
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Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Joseph Byrne
In
This Issue
Save
the date! Mark your calendars for September 21 for the Linley
Tech seminar on Embedded Network Security Design. This seminar
is sponsored by The Linley Group, Freescale, AMCC, SafeNet, Cavium,
Hifn, Sensory, and Tarari. Details of this event will be announced
soon.
New FPGA
Optimized for Comms
Emerging
from stealth mode, Cswitch unveiled its plan to deploy a new type
of programmable-logic device that is extensively optimized
for packet processing and other communications functions. By
combining hard-wired logic blocks with programmable gates, the
startup hopes
to take share from traditional FPGAs. To simplify its customers’ design
task, Cswitch has partnered with Magma, which will deliver and
support a version of its popular design tool that includes a
Cswitch back end. The startup plans to sample its first chips
around the
end of this year. The new architecture includes dedicated packet parsers that
can be programmed to extract data from packet headers.
Hard-wired arithmetic
units can perform packet editing. Built-in CAMs can be configured
in binary or ternary modes. For storing tables and buffers, the
architecture includes a sizable dual-port RAM as well as a larger
amount of single-port RAM. All of this dedicated logic is wrapped up with arrays of standard
four-input LUTs, similar to those in common FPGAs, and connected
via a high-speed point-to-point interconnect. The chip also embeds
DRAM controllers, Ethernet and Fibre Channel MACs, and serdes
that operate at up to 6.4Gbps. These serdes can support
PCI Express,
XAUI, GbE, FC, and other high-speed interfaces.
Compared
with a standard FPGA design, dedicated logic can increase performance
by up to 10x or reduce power dissipation by a similar
factor. The Cswitch approach provides a good deal of configurability
along with a large number of FPGA-type gates for miscellaneous
functions. If Cswitch can deliver on its promises, its unique
architecture should be attractive to networking-equipment
designers. —Linley
The Big Got
Bigger in 2005
According to
research by The Linley Group, the top 10 suppliers of wired communications
ASSPs account for 70% of the total market. Counter to the conventional
wisdom that smaller companies grow at faster rates than larger
companies, in 2005, the top-10 suppliers grew faster than the
industry as a whole.
2004 Rank |
2005 Rank |
Vendor |
2004 Revenue |
2005 Revenue |
Percentage Change |
2005 Market
Share
|
1 |
1 |
Broadcom |
$1,028 |
$1,251 |
21.7% |
21.1% |
2 |
2 |
Conexant Systems |
$539 |
$551 |
2.2% |
9.3% |
4 |
3 |
Infineon Technologies |
$448 |
$478 |
6.7% |
8.1% |
3 |
4 |
Intel
|
$506 |
$377 |
-25.5% |
6.4% |
6 |
5 |
Texas Instruments |
$305 |
$340 |
11.5% |
5.7% |
5 |
6 |
Agere Systems |
$340 |
$307 |
-9.8% |
5.2% |
8 |
7 |
Marvell Technology Group |
$204 |
$218 |
6.9% |
3.7% |
9 |
8 |
Silicon Laboratories |
$196 |
$199 |
1.5% |
3.4% |
7 |
9 |
PMC-Sierra
|
$206 |
$197 |
-4.4% |
3.3% |
10 |
10 |
Realtek Semiconductor |
$182 |
$195 |
7.1% |
3.3% |
|
|
Other vendors |
$1,760 |
$1,806 |
2.6% |
30.5% |
| |
|
Total |
$5,714 |
$5,919 |
3.4% |
|
Table
1. Worldwide revenue of the top 10
vendors of wired communications ASSPs (millions of dollars).
(Excludes interconnect ICs, general-purpose communications
processors, and high-end embedded CPUs). (Source: The
Linley Group)
|
Table 1 ranks the top-10 suppliers of wired communications
ASSPs by 2005 revenue. The largest, Broadcom, was also
the fastest growing because of share gains
in Ethernet and DSL. Conexant was the second largest, benefiting from a
stabilizing broadband business and sales of analog modem
chips. Intel fell a notch to
fourth place because of sliding sales of Ethernet client
chips, putting Infineon in
third. Rounding out the top five was TI, growing because of gains in cable-modem
ICs.
The gains by large companies were due to strong growth in broadband
ICs, tempered by stagnant Ethernet revenue. As Table 2
shows, Ethernet and broadband
together
account for about half of the industry’s sales. The other categories
that we track in detail each had revenue of less than $300 million.
Product
Category
|
2004
Revenue |
2005
Revenue |
Percentage
Change |
| Network
Processors |
$164
|
$176
|
7.5%
|
| Encryption
Processors |
$58
|
$68
|
17.2%
|
| Ethernet
ICs |
$1,719
|
$1,715
|
-0.3%
|
| Broadband
Interface ICs |
$1,295
|
$1,403
|
8.3%
|
| Sonet,
RPR Framer/Mapper |
$245
|
$289
|
17.9%
|
| ATM
ICs |
$140
|
$119
|
-14.7%
|
| T/E
Carrier ICs |
$316
|
$294
|
-7.0%
|
| Network
Search Engines |
$172
|
$212
|
23.3%
|
| Other
Wired Comm. ASSPs |
$1,605
|
$1,643
|
2.4%
|
| Total
Wired Comm ASSP |
$5,714
|
$5,919
|
3.6%
|
Table
2. Wired communications ASSP industry revenue by product
category (millions of dollars). (Source: The
Linley Group)
|
Network-processor
sales increased by $12 million in 2005. Their success, in part,
comes at the expense of ATM IC sales,
which fell $21 million.
Sales of
Layer 2 Sonet/SDH and RPR devices rebounded, however. Search engine
sales climbed because of greater use of these devices in switches and
routers. Another
bright spot was encryption processors, as growth in IPSec acceleration
for VPN systems
grew along with SSL acceleration.
The Linley Group also tracks select general-purpose ICs. Sales of switch-fabric
ASSPs grew a healthy 8.7%, but the product market remains small. 2005
was a soft year for PCI, RapidIO, and HyperTransport bridges and switches.
High-end CPU sales remained steady at about $1.2 billion.
Product
Category
|
2004
Revenue |
2005
Revenue |
Percentage
Change |
| Communications
Processors |
$1,251 |
$1,585 |
26.7% |
| High-End
Embedded CPU |
$1,182 |
$1,194 |
1.0% |
| Packet/Cell
Switch Fabric ASSPs |
$56 |
$61 |
8.7% |
| PCI,
RapidIO, HyperTransport Bridges and Switches |
$152 |
$144 |
-5.5% |
Table 3. Other standard semiconductor industry revenue by product
category (millions of dollars). (Source: The Linley Group)
|
Our
communications-processor category combines sales from certain
wired communications ASSPs
as well as general-purpose communications processors. The demand
for processors with integrated broadband interfaces propelled
sales of communications processors upward by 27% to nearly $1.6
billion. —Joe
Our report “Networking
Silicon Market Share 2005” provides vendor revenue for
each category and ranks the top 25 suppliers of wired communications
ASSPs.
New
Report: Guide to Backplane Switch Chips
Strong growth for data-center applications, including
blade servers and storage-networking equipment, is fueling
demand for new switching solutions. Backplane switches
for networking application have traditionally been proprietary
ASICs, leaving little room for merchant vendors. In contrast,
designers of data-center equipment want standard and converged
solutions for the backplane. Consequently, several vendors
are developing backplane switches specifically for data-center
applications.
A
Guide to Backplane Switch Chips provides
extensive coverage of backplane switches and fabrics.
Traditional
switch fabrics primarily target networking applications,
while new backplane switch chips target data-center applications.
The report covers switch chips from Fulcrum Microsystems,
StarGen, Fujitsu, and NextIO as well as new products
from Enigma, PMC-Sierra, and Mercury Systems. It also
covers
proprietary switches, RapidIO switches, and ASI switches
as well as Ethernet switches for the backplane. In addition,
the report provides background on data-center equipment
such as blade servers and technologies such as Ethernet
over the backplane.
This report will bring you up to date on the traditional
fabric vendors and their products, including the latest
information on acquisitions and consolidations. The
report concludes with a competitive analysis of different
types
of switches and fabrics.
Order
by August 25 to take advantage of a special
prepublication discount. For more information on this
report, visit
our web
site.
Did you
know that The Linley Group now publishes a newsletter focused
on semiconductors for consumer electronics? Here are headlines
from the latest edition of Linley
on CE:
- Marvell Acquires Intel PXA
- Raza
Adds Alchemy CPUs
- News
In Brief (Texas Instruments)
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