The
Linley Wire
Independent
Analysis of the Networking-Silicon Industry
Volume 6, Issue 15
September 13,
2006
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Editor: Linley
Gwennap
Contributors: Bob Wheeler, Jag
Bolaria, Joseph Byrne
In
This Issue
Time
is running out to reserve your place for our seminar on Embedded
Network Security Design on September 21 in San Jose. Qualified attendees
earn FREE admission courtesy of our sponsors, Freescale, AMCC, SafeNet,
Cavium, Hifn, Sensory, Tarari, and The Linley Group. For a complete
program listing and registration information, visit our web site.
Cavium
Announces Next-Gen Nitrox Chips
This week, Cavium announced its Nitrox PX line of next-generation
lookaside security processors. Compared with the original Nitrox
line, the PX products add support for new security algorithms and
PCI Express. The new chips range in performance from 500Mbps of throughput
and 4,000 RSA operations per second to 2.5Gbps and 17,000 RSA operations
per second. The CN15xx chips offer a 64-bit PCI-X interface and are
pin and software compatible with the Nitrox CN1120, while the CN16xx
chips integrate a PCIe x4 interface.
Like the Nitrox II CN2800 sampled earlier this year, the Nitrox
PX chips add support for SHA-2, AES-GCM, and RSA 4,096.
Because SHA-1
is vulnerable to collision attacks, the US National Institute of
Standards and Technology (NIST) recommends the immediate implementation
of SHA-2 in the most susceptible applications. By contrast, AES-GCM
is simply more efficient to implement in silicon than 3DES and
other flavors of AES, which remain secure. The other major
addition to
Nitrox PX is support for the Kasumi encryption algorithm used in
cellular-infrastructure equipment.
By eliminating support for external memory, Cavium has reduced
Nitrox PX power dissipation to an estimated 2-3 watts. Priced
at $49-$139
in 1K quantity, the CN15xx and CN16xx chips are due to sample
in 4Q06. Cavium will also offer board-level products for
PCI-X and
PCIe based on the new chips.
Nitrox
PX is not the first lookaside security processor for PCIe, as
it will sample about one year later than Broadcom's
BCM5862.
But Nitrox PX is the first lookaside chip for PCIe or PCI-X
to support
SHA-2 and AES-GCM, both of which could be important for new
VPN designs. The addition of Kasumi support enables Cavium
to address
a new market,
but here Freescale and Wintegra offer access processors with
integrated Kasumi encryption as an alternative. While not revolutionary,
Nitrox
PX is an important refresh to Cavium's mainstream security
processors. The new products also demonstrate Cavium's
ongoing commitment
to Nitrox despite the company's heavy investment in its Octeon
MIPS-based
processors. —Bob
Cavium CTO Raghib Hussain will give a talk on Nitrox PX at
our Embedded Network-Security Design seminar on September
21st.
Cortina
Acquires Intel Optical Business
Yesterday,
Cortina Systems announced the acquisition of Intel's optical
network components. We are amazed that the startup could
raise $132 million to fund the acquisition. We estimate the revenue
from the acquired components to contribute around $100 million—more
than quadrupling our estimates of Cortina's current revenue run
rate. Traditionally, these types of components have long life cycles
and should continue to generate revenue for 2 to 3 years.
Cortina currently ships RPR MACs, framers, Ethernet MACs, and
SARing components. The acquisition expands Cortina's product
line with
TDM, optical components, and Ethernet components, which include
T1/E1 devices, OC-192/OC-48 framers, 10Gbps Ethernet MACs, and
FE MAC/PHYs. The company can continue selling these devices to
a customer base that overlaps much of Cortina's current set of
customers.
Although Intel had significant revenue from this business unit,
it was losing money and losing market share. The company had
already reduced investment in these areas, and the sale represents
another
step in the ongoing dismemberment of Intel's communications
business. Now, Cortina must decide which product lines
to cut and which
are worth further investment.
To
manage its burn rate, we expect Cortina to retain no more than
half of the Intel employees involved in these businesses.
The company
can apply the new OC-192 products to its existing backhaul
market and use these products to develop next-generation
Ethernet-over-Sonet products. In addition, Intel's 10GbE
technology complements
Cortina's
RPR technology in metro Ethernet and enterprise backbone
applications. —Jag
Additional coverage of Cortina appears in our High-Speed
Interconnects report.
Report Highlights: Guide to Gigabit and 10G Ethernet Chips
Now in its 3rd edition, A
Guide to Gigabit and 10G Ethernet Chips has been extensively revised to bring you the latest
developments in the booming Gigabit and 10G Ethernet market.
Here are some of the many highlights you will find in this
new edition:
- Coverage of new GbE switch products from Broadcom, Marvell,
Vitesse, and others.
- Coverage of new 10GbE NIC vendors Myricom, NetXen, and Sony.
- New coverage of iSCSI HBA vendors QLogic and Silverback.
- Coverage of new 10GbE switch vendor Fulcrum Microsystems.
- Coverage of new 10GbE switch chips from Broadcom and Fujitsu.
- Expanded 10GbE NIC comparisons.
- Five-year forecast of 10GbE switch and NIC port shipments.
Unlike typical market research, this report provides technology
analysis and head-to-head product comparisons. Which chips
will win designs and why? How will these vendors be positioned
as
GbE and 10GbE continue to grow? Only The Linley Group's unique
technology
analysis can provide this forward-looking view. We separate
the fact from fiction and provide the technology analysis
you need
to make informed business decisions.
For more information on this new edition, visit our web site.
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