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SUMMARY
INTRODUCTION
The Information Age has clearly arrived. Increasingly, businesses and
consumers communicate in real time. No longer are there any delays when
individuals need to pick up messages at home or the office. Information
travels quickly from the source to multiple destinations, whether it is a
living room, a branch office, an automobile, or a combat unit in the Middle
East. Networks have made it possible for companies and individuals to
communicate so effectively. They have become faster, less expensive, and
simpler to deploy. Businesses and individuals have developed new applications
to take advantage of high-speed, multimedia-friendly transmissions. Not only
are users able to speak to one another in real time, but they are also able to
instantly exchange information from simple items like a weather report or a
sports score to complex files and images. Equipment vendors are integrating
networking components into a wide range of products. They have branched out
from PCs and now include them in IP phones, PDAs (personal digital
assistants), and laptop computers. These benefits are starting to be enhanced
so that inanimate objects like a soft drink machine or a station on an
assembly line can communicate in real time as well. In sum, just about every
type of device is being connected to business and consumer networks.
Behind these new networking advances is an ever expanding array of
semiconductors. Advances in wafer and silicon technology have enabled chip
manufacturers to squeeze complex functions onto smaller and smaller spaces.
They have also been able to put more and more functionality into these chips.
As a result, network chips continue to be an area of prime interest for
semiconductor suppliers. Because these new semiconductors offer users a number
of benefits-more functionality, simpler deployment, and support for higher
speeds-demand for them from network equipment suppliers has been rising.
This report will examine the silicon used to connect an ever growing array of
devices, from complex servers to next-generation phones, to telecommunications
networks. After defining the different market factors (the impact of wireless
networking, the growth of the Internet, the use of Network Processing Units
(NPUs), the importance of Multiprotocol Label Switching (MPLS), and the
significance of future network growth), the report analyzes and forecasts
market trends in each segment of the optical semiconductor market, delineates
technology trends, and identifies market leaders. Long-term economic,
business, and other macro issues raised by these trends are also analyzed.
The report outlines immediate and long-term commercial opportunities for
vendors interested in delivering network semiconductors. Key product segments
covered include spending on NPU, System on a Chip (SOC), backplane, and
transceivers at a variety of speeds from 52M bps to 10G gigabits per second.
In addition, the report examines the factors fueling the growing opportunity
in these market segments and features a comprehensive look at emerging
developments that may impact the optical network component market.
The text includes crisp explanations of the various technologies used in
optical networks, easy-to-follow discussions about the level of maturity of
the different technologies, and descriptions of the steps that need to be
taken so that use of these products and their associated services can become
more common. By incorporating data about past purchases, examining new user
requirements, and including the perspectives of key industry insiders, sales
forecasts and projections are made through the year 2011. The projections
include the number of individuals using the services, revenues generated by
them, and anticipated growth rates for products supporting a variety of
transmission speeds.
SCOPE OF STUDY
The scope of this report is broad, and contains:
- An overview of the global optical network components market, with historic
and emerging business usage trends, market demographics, government regulatory
issues, and expenditures for technology, products, and applications.
- Detailed market forecasts for various applications, including NPU optical
network components, SOC optical network components, transceiver network
components, and backplane network components, with compound annual growth
rates and five-year projections through 2011
- An important technology review that discusses critical developments and
potential trends in the upcoming market, as well as a detailed analysis of
patents over the past few decades
- Company profiles and detailed background information for all the major
players in the industry.
METHODOLOGY AND INFORMATION SOURCES
Preparation of this report involved in-depth study and critical analysis of
published data from a wide variety of world economic agencies, U.S.
government, and private company sources. Industry projections have been made
by BCC based on original studies of economic, social, and demographic
information, as well as on critical examination of projections by industry
analysts and those found in public sources. Information included in the report
comes from primary BCC research, input from key suppliers in the various
market segments, and reports from organizations such as the U.S. Department of
Commerce, The World Trade Organization, the 10G Ethernet Alliance, the Wi-Fi
Alliance, the Institute of Electrical and Electronic Engineers, and the
Internet Engineering Task Force. The projections are based on anticipated
growth in the current base of network users, the emergence of new optical
market sectors, movement among existing network users from low speed to higher
speed options, the availability of new networking options throughout the
world, and a push by suppliers to wire more devices in the home as well in
business.
Another factor is the never-ending improvement in silicon design. When new
network components are first shipped, they sell at their highest price.
Typically, pricing erodes from 5% to 20% per year depending on how long the
components have been shipping. The higher price drops are associated with
newer technology and vendors can make up for lower pricing by increasing
volume. The lower end of the spectrum occurs with mature products; here
vendors need to squeeze out costs by reducing expenses or improving production.
Since segments of the market such as lower-speed optical connections are
mature and stable, vendors have been examining new ways to leverage their
technology. Markets such as home networking offer them those opportunities.
The need for higher speed network options corresponds to the never-ending
delivery of faster, more powerful computer systems. As companies and
individuals take advantage of these advances, they find that their network
connections slow down data transmissions, which reduces productivity.
Consequently, they are looking to upgrade to faster networking options.
Vendors have shipped more than billions of wired connections and hundreds of
millions of wireless connections. Software suppliers are delivering products
that enable users to work with larger, more complex applications such as voice
and video. Consequently, the volume of data transmitted over
telecommunications continues to rise. Carriers need more bandwidth as well as
more flexible network equipment in order to support their services. The
ongoing migration from lower speed to higher speed connections provides
optical network component suppliers with a recurring revenue stream. In
addition, lower product pricing stemming from increased competition among
suppliers has been expanding the market, so more businesses, OEMs, and
consumers can now afford additional network solutions.
The market for optical network silicon will be healthy in emerging market
segments such as 10G bps silicon and some of the potential revenue increases
that vendors would like to reap will be offset by declining prices stemming
from intense competition. Silicon vendors have been lowering the price of
their products by streamlining manufacturing processes, moving facilities to
inexpensive labor markets such as China, and improving the design process. The
revenue projections are based on a continued worldwide growth in consumer and
business spending of 2%, which translates into expansion of numerous product
categories, including the use of networking products. One item of caution, the
projections could be lower if the world economy slips into a recession or a
depression, events that are possible given the volatility in areas such as the
Middle East.
ANALYST CREDENTIALS
Paul Korzeniowski has been writing about information technology (IT) issues
for more than two decades. His work has appeared in a number of publications,
including Investors Business Daily, Network World, and Information Week. His
articles have discussed all types of computer, network, and software products
and services from mainframes to handhelds, enterprise resource planning (ERP)
systems to collaboration tools, and dial-up links to optical transmission
systems. In addition, he has worked for a number of vendors and has produced
white papers, case studies, and market research studies.
TABLE OF CONTENTS
- INTRODUCTION
- STUDY GOALS AND OBJECTIVES
- REASONS FOR DOING THE STUDY
- CONTRIBUTIONS OF THE STUDY
- SCOPE AND FORMAT
- METHODOLOGY AND INFORMATION SOURCES
- ANALYST CREDENTIALS
- RELATED BCC REPORTS
- DISCLAIMER
- EXECUTIVE SUMMARY
- Summary Table:
- WORLDWIDE OPTICAL MARKET SEGMENT REVENUES, THROUGH 2011 ($ MILLIONS)
- Summary Figure:
- WORLDWIDE OPTICAL MARKET SEGMENT REVENUES, 2004-2011 ($ MILLIONS)
- OVERVIEW
- BUSINESSES EMBRACE NETWORKING FUNCTIONS
- Table 1 TYPICAL END USER DATA TRANSMISSION THROUGH 2011 (KILOBITS PER
SECOND)
- Figure 1 TYPICAL END USER DATA TRANSMISSION, 2004-2011 (KILOBITS PER
SECOND)
- BUSINESSES EMBRACE NETWORKING ... (CONTINUED)
- CONSUMERS ADOPT HIGH BANDWIDTH APPLICATIONS
- DIGITAL HOME MEDIA
- LOCAL AREA NETWORKS
- ETHERNET
- Figure 2 ETHERNET USAGE BY APPLICATION, 2005 (%)
- Table 2 PER PORT WLAN PRICING TRENDS, THROUGH 2011 ($)
- Figure 3 PER PORT WLAN PRICING TRENDS, 2004-2011 ($)
- WEB AT HOME
- CHALLENGES AT HOME
- WIRELESS LAN TAKES OFF
- WLAN OPTIONS CONTINUE TO GROW
- MOVE TO 100M WLAN STANDARD HITS A SNAG
- MOVE TO 100M WLAN STANDARD ... (CONTINUED)
- Figure 4 SHARE OF THE MOST POPULAR WIRELESS WAN NETWORK STANDARDS, 2005
(%)
- ENTERPRISES LARGE AND SMALL EMBRACE WLANS
- INTEROFFICE CONNECTIVITY
- REDUCED IT COSTS
- CONTINGENCY PLANNING
- HOT SPOTS CATCH FIRE
- HOT SPOTS CATCH FIRE (CONTINUED)
- MUNICIPAL WI-FI HOT SPOT NETWORKS TAKE HOLD
- Table 3 NUMBER OF U.S. CITIES DEPLOYING MUNICIPAL WI-FI NETWORKS,
THROUGH 2011
- Figure 5 NUMBER OF U.S. CITIES DEPLOYING MUNICIPAL WI-FI NETWORKS,
2004-2011
- WI-FI HOT SPOT USAGE SPREADS
- Table 4 WORLDWIDE DEPLOYMENTS OF WI-FI HOT SPOTS, THROUGH 2011
- Figure 6 WORLDWIDE DEPLOYMENTS OF WI-FI HOT SPOTS, 2004-2011
- THE END-USER INFLUX
- THE GLOBAL REACH OF TELECOMMUNICATIONS SERVICES
- Table 5 NUMBER OF INTERNET USERS WORLDWIDE, 1995 TO JUNE 2006 (NUMBERS
IN MILLIONS)
- Table 5 (CONTINUED)
- THE INTERNET'S IMPACT ON NETWORK TRAFFIC
- Table 6 U.S. INTERNET BACKBONE TRAFFIC PATTERNS, 1990-2005 (TB/MONTH)
- Table 6 (CONTINUED)
- INTERNET USE IS LIMITED TO SPECIFIC AREAS
- Table 7 INTERNET USAGE STATISTICS BY WORLD REGION, 2005
- WIRELESS NETWORKS START TO BOOM
- Wireless Networks Start to Boom (Continued)
- Wireless Networks Start to Boom (Continued)
- Wireless Networks Start to Boom (Continued)
- Figure 7 WIRELESS USAGE PATTERNS, 2005 (%)
- Table 8 CELLULAR NETWORK SUBSCRIBER GROWTH, THROUGH 2011 (MILLIONS)
- Figure 8 CELLULAR NETWORK SUBSCRIBER GROWTH, 2004-2011 ($ MILLIONS)
- Table 9 TOP TEN WIRELESS CARRIERS BY NUMBER OF SUBSCRIBERS, 2005
(MILLIONS)
- THE IMPACT ON TELECOM NETWORKS
- HOW CARRIERS CAN MEET RISING TRAFFIC DEMANDS WITH NEXT-GENERATION
NETWORK INFRASTRUCTURES
- HOW CARRIERS CAN MEET ...(CONTINUED)
- HOW CARRIERS CAN MEET ...(CONTINUED)
- HOW CARRIERS CAN MEET ...(CONTINUED)
- HOW CARRIERS CAN MEET ...(CONTINUED)
- HOW CARRIERS CAN MEET ...(CONTINUED)
- HOW CARRIERS CAN MEET ...(CONTINUED)
- HOW CARRIERS CAN MEET ...(CONTINUED)
- THE MOVE TO OPTICAL NETWORKS
- REQUIREMENTS FOR OPTICAL EQUIPMENT
- REQUIREMENTS FOR ... (CONTINUED)
- REQUIREMENTS FOR ... (CONTINUED)
- WDM IN THE WAN
- OPTICAL CROSS-CONNECTS
- PROTECTION SWITCHING
- OPTICAL ADD/DROP MULTIPLEXING
- OPTICAL SIGNAL MONITORING
- NETWORK PROVISIONING
- OPTICAL SWITCH FABRICS
- Optomechanical Switches
- Microelectromechanical System Devices
- Microelectromechanical System ... (Continued)
- Electrooptic Switches
- Thermooptic Switches
- Liquid-Crystal Switches
- Bubble Switches
- Acoustooptic Switches
- Semiconductor Optical Amplifier Switches
- Semiconductor Optical (Continued)
- Semiconductor Optical Amplifier ... (Continued)
- Semiconductor Optical (Continued)
- OPTICAL PACKET SWITCHING
- ISSUES CONCERNING OPTICAL PACKET SWITCHING
- Issues Concerning Optical Packet Switching (Continued)
- CONTENTION RESOLUTION
- Buffering
- Deflection Routing
- Wavelength Conversion
- PACKET SWITCH ARCHITECTURES
- General
- Shared Wavelength Converters
- Limited-Range Wavelength Converters
- KEOPS (KEys to Optical Packet Switching)
- The Data-Vortex Packet Switch
- The Data-Vortex Packet Switch (Continued)
- GENERALIZED MULTIPROTOCOL LABEL SWITCHING
- Table 10 MPLS USAGE BY PERCENTAGE OF TELECOM TRAFFIC, THROUGH 2011 (%)
- Figure 9 MPLS USAGE BY PERCENTAGE OF TELECOM TRAFFIC, 2004-2011 (%)
- HOW MULTIPROTOCOL LABEL SWITCHING WORKS
- How Multiprotocol Label Switching Works (Continued)
- GENERALIZED MULTIPROTOCOL LABEL SWITCHING
- Generalized Multiprotocol Label ... (Continued)
- Generalized Multiprotocol Label ... (Continued)
- Generalized Multiprotocol Label ... (Continued)
- AUTOMATICALLY SWITCHED OPTICAL NETWORK
- Automatically Switched Optical Network (Continued)
- OPTICAL BURST SWITCHING
- NETWORK AND NODE ARCHITECTURE
- BURST GENERATION
- CHANNEL SCHEDULING
- QOS SUPPORT
- CONTENTION RESOLUTION
- TERABIT BURST SWITCHING
- THE NEXT STEP IN OPTICAL NETWORKING
- OPTICAL DATA CONNECTIONS BROKEN DOWN
- ITU HISTORY
- ITU DEVELOPS OPTICAL NETWORK STANDARDS
- Table 11 SONET/SDH DATA RATES AND LINE SPEEDS
- Figure 10 MOST POPULAR TELECOM DATA LINE SPEEDS BY MARKET SHARE, 2005 (%)
- Asynchronous Transfer Mode
- ATM Concepts
- WHY VIRTUAL CIRCUITS?
- TYPES OF VIRTUAL CIRCUITS AND PATHS
- Figure 11 STRUCTURE OF AN ATM CELL
- SUCCESSES AND FAILURES OF ATM TECHNOLOGY
- DENSE WAVELENGTH DIVISION MULTIPLEXING
- THE RISE OF HYBRID CWDM/DWDM NETWORKING
- THE RISE OF HYBRID CWDM/DWDM ... (CONTINUED)
- THE RISE OF HYBRID CWDM/DWDM ... (CONTINUED)
- THE RISE OF HYBRID CWDM/DWDM ... (CONTINUED)
- THE EMERGENCE OF 10 GIGABIT ETHERNET
- THE EMERGENCE OF 10 GIGABIT ... (CONTINUED)
- NETWORKING COMPONENTS
- CHANGING CHIP DESIGN
- THE EMERGENCE OF NPUS
- NEW ARCHITECTURE MAXIMIZES PERFORMANCE, MINIMIZES DEPLOYMENT TIME
- SELECTING NETWORKING PROCESSING SILICON
- NPU VERSUS ASICS
- PARTITIONING
- REMEMBER MEMORY
- ONE PLUS ONE DOES NOT EQUAL TWO
- APPLICATIONS FOR NPUS
- NPU IN A CORE ROUTER
- NPU IN A MULTI-SERVICE EDGE SWITCH
- NPU IN AN ETHERNET AGGREGATION SYSTEM
- NPU REVENUE RAMPS UP
- Table 12 WORLDWIDE OPTICAL NETWORK PROCESSING REVENUES, THROUGH 2011 ($
MILLION)
- Table 13 WORLDWIDE OPTICAL NETWORK PROCESSING REVENUES BY TYPE, THROUGH
2011 ($ MILLION)
- NPU INTEREST SHIFTS TO 10G TRANSMISSION RATE
- Table 14 WORLDWIDE NPU PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Figure 12 WORLDWIDE NPU PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 13 TOP FIVE NETWORK PROCESSING UNIT VENDORS BY MARKET SHARE, 2005
- Figure 13 (CONTINUED)
- Table 15 WORLDWIDE OPTICAL OC-1 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Figure 14 WORLDWIDE OPTICAL OC-1 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 15 MARKET SHARES OF TOP FIVE WORLDWIDE OC-1 OPTICAL NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- AGERE
- AMCC
- HIFN
- INTEL
- PMC
- Table 16 WORLDWIDE OPTICAL OC-3 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Figure 16 WORLDWIDE OPTICAL OC-3 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 17 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- AGERE
- HIFN
- INTEL
- MINDSTREAM
- PMC
- Table 17 WORLDWIDE OPTICAL OC-12 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Figure 18 WORLDWIDE OPTICAL OC-12 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 19 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- AMCC
- BAY MICROSYSTEMS
- EZCHIP
- INFINEON
- PMC
- Table 18 WORLDWIDE OPTICAL OC-48 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Figure 20 WORLDWIDE OC-48 OPTICAL NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 21 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- Figure 21 (CONTINUED)
- AMCC
- BAY MICROSYSTEMS
- INTEL
- PMC
- XCELERATED
- Table 19 WORLDWIDE OPTICAL OC-192 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Figure 22 WORLDWIDE OPTICAL OC-192 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 23 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- AMCC
- BAY CHESAPEAKE
- EZCHIP
- PMC-SIERRA
- XCELERATED
- SYSTEM-ON-CHIP DESIGN STARTS TO TAKE HOLD
- SYSTEM-ON-CHIP DESIGN STARTS TO TAKE HOLD
- SOC IT TO ME
- PROGRAMMABLE LOGIC DEVICES
- ADDITIONAL SOLUTIONS
- SOFTWARE FUNCTIONS
- Table 20 WORLDWIDE OPTICAL SYSTEM-ON-CHIP REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 21 WORLDWIDE OPTICAL SYSTEM-ON-CHIP REVENUES BY TYPE OF UNIT,
THOUGH 2011 ($ MILLIONS)
- Table 22 WORLDWIDE SOC PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Figure 24 WORLDWIDE SOC PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 25 TOP FIVE SOC SUPPLIERS BY MARKET SHARE 2005 (%)
- Table 23 WORLDWIDE OPTICAL OC-1 SYSTEM-ON-CHIP REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 26 WORLDWIDE OPTICAL OC-1 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 27 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-1
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- AGERE
- BROADCOM
- FREESCALE
- MARVELL
- TEXAS INSTRUMENTS
- Table 24 WORLDWIDE OPTICAL OC-3 SYSTEM-ON-CHIP REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 28 WORLDWIDE OPTICAL OC-3 SYSTEM-ON-CHIP REVENUES, 2004- 2011 ($
MILLIONS)
- Figure 29 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 29 (CONTINUED)
- AGERE
- BROADCOM
- FREESCALE
- MARVELL
- TEXAS INSTRUMENTS
- Table 25 WORLDWIDE OPTICAL OC-12 SYSTEM-ON-CHIP REVENUES, THROUGH 2011
($ MILLIONS)
- Figure 30 WORLDWIDE OPTICAL OC-12 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 31 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- BROADCOM
- CENTILLION
- FREESCALE
- MARVELL
- TEXAS INSTRUMENTS
- Table 26 WORLDWIDE OPTICAL OC-48 SYSTEM-ON-CHIP REVENUES, THROUGH 2011
($ MILLIONS)
- Figure 32 WORLDWIDE OPTICAL OC-48 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 33 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 33 (CONTINUED)
- BROADCOM
- FREESCALE
- MYSTICOM
- PMC
- TEXAS INSTRUMENTS
- Table 27 WORLDWIDE OPTICAL C-192 SYSTEM-ON-CHIP REVENUES, THROUGH 2011
($ MILLIONS)
- Figure 34 WORLDWIDE OPTICAL C-192 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 35 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- BROADCOM
- CENTILLION
- FREESCALE
- PMC-SIERRA
- TEXAS INSTRUMENTS
- TRANSCEIVERS
- Table 28 WORLDWIDE OPTICAL TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 29 WORLDWIDE OPTICAL TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 30 WORLDWIDE TRANSCEIVER PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Figure 36 WORLDWIDE TRANSCEIVER PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 37 TOP FIVE OPTICAL TRANSCEIVER VENDORS BY REVENUE, 2005 (%)
- Table 31 WORLDWIDE OC-1 OPTICAL TRANSCEIVER REVENUE, THROUGH 2011 ($
MILLIONS)
- Figure 38 WORLDWIDE OC-1 OPTICAL TRANSCEIVER REVENUE, 2004-2011 ($
MILLIONS)
- Figure 39 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-1 TRANSCEIVER
VENDORS, 2005 (%)
- AGERE
- BROADCOM
- CENTILLIUM
- INFINEON
- MARVELL
- Table 32 WORLDWIDE OPTICAL OC-3 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 40 WORLDWIDE OPTICAL OC-3 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 41 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3 TRANSCEIVER
VENDORS, 2005 (%)
- AGERE
- BROADCOM
- CENTILLIUM
- INFINEON
- TEXAS INSTRUMENTS
- Table 33 WORLDWIDE OPTICAL OC-12 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 42 WORLDWIDE OPTICAL OC-12 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 43 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12 T5ANSCEIVER
VENDORS, 2005 (%)
- AGERE
- BROADCOM
- CENTILLIUM
- INFINEON
- TEXAS INSTRUMENTS
- Table 34 WORLDWIDE OPTICAL OC-48 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 44 WORLDWIDE OPTICAL OC-48 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 45 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48 TRANSCEIVER
VENDORS, 2005 (%)
- AGERE
- CENTILLIUM
- INFINEON
- MARVELL
- TEXAS INSTRUMENTS
- Table 35 WORLDWIDE OPTICAL OC-192 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 46 WORLDWIDE OPTICAL OC-192 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 47 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192 TRANSCEIVER
VENDORS, 2005 (%)
- BROADCOM
- CENTILLION
- MARVEL
- INFINEON
- TEXAS INSTRUMENTS
- BACKPLANE
- BACKPLANE
- ATCA
- MIGRATING TO ADVANCED TELECOM COMPUTING ARCHITECTURE
- THE NEED FOR SPEED
- The Need for Speed (Continued)
- COMPLIANCE
- MORE STANDARDS WORK TO COME
- More Standards Work To Come (Continued)
- Table 36 WORLDWIDE OPTICAL BACKPLANE REVENUES, THROUGH 2011 ($ MILLIONS)
- Table 37 WORLDWIDE OPTICAL BACKPLANE REVENUES BY UNIT, THROUGH 2011 ($
MILLIONS)
- Table 38 WORLDWIDE BACKPLANE PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Figure 48 WORLDWIDE BACKPLANE PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 49 TOP FIVE OPTICAL BACKPLANE VENDORS BY REVENUE, 2005 (%)
- Figure 49 (CONTINUED)
- Table 39 WORLDWIDE OC-1 BACKPLANE REVENUES, THROUGH 2011 ($ MILLIONS)
- Figure 50 WORLDWIDE BACKPLANE REVENUES, 2004-2011 ($ MILLIONS)
- Figure 51 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-1 BACKPLANE
VENDORS, 2005 (%)
- AGERE
- AMCC
- INFINEON
- TEXAS INSTRUMENTS
- VITESSE
- Table 40 WORLDWIDE OPTICAL OC-3 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 52 WORLDWIDE OPTICAL OC-3 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 53 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3 BACKPLANE
VENDORS, 2005 (%)
- AGERE
- AMCC
- BROADCOM
- INFINEON
- TEXAS INSTRUMENTS
- Table 41 WORLDWIDE OPTICAL OC-12 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 54 WORLDWIDE OPTICAL OC-12 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 55 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12 BACKPLANE
VENDORS, 2005 (%)
- Figure 55 (CONTINUED)
- AGERE
- AMCC
- FREESCALE
- INFINEON
- TEXAS INSTRUMENTS
- Table 42 WORLDWIDE OPTICAL OC-48 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 56 WORLDWIDE OPTICAL OC-48 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 57 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48 BACKPLANE
VENDORS, 2005 (%)
- AGERE
- AMCC
- FREESCALE
- INFINEON
- TEXAS INSTRUMENTS
- VITESSE
- Table 43 WORLDWIDE OPTICAL OC-192 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Figure 58 WORLDWIDE OPTICAL OC-192 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 59 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192 BACKPLANE
VENDORS, 2005 (%)
- Figure 59 (CONTINUED)
- AGERE
- AMCC
- FREESCALE
- INFINEON
- WHAT'S NEXT?
- MEMS TECHNOLOGY ADVANCES
- MEMS TECHNOLOGY ADVANCES (CONTINUED)
- MEMS TECHNOLOGY ADVANCES (CONTINUED)
- MEMS TECHNOLOGY ADVANCES (CONTINUED)
- MEMS TECHNOLOGY ADVANCES (CONTINUED)
- MEMS TECHNOLOGY ADVANCES (CONTINUED)
- MEMS IN A 3-D CONFIGURATION
- MEMS in a 3-D Configuration (Continued)
- MEMS IN A 3-D CONFIGURATION
- OPTICAL CHIP-TO-CHIP CONNECTIONS ADVANCE
- MOVEMENT TO HIGHER SPEED NETWORKS
- MOVEMENT TO HIGHER SPEED NETWORKS (CONTINUED)
- Figure 60 TYPICAL 4-BYTE FRAME USED IN OC-768 TRANSMISSIONS
- HIGH-CAPACITY REPEATER TECHNOLOGY
- High-Capacity Repeater Technology (Continued)
- NANOELECTRONICS EMERGE
- NANOELECTRONICS EMERGE (CONTINUED)
- NANOELECTRONICS EMERGE (CONTINUED)
- MOVING AWAY FROM DISCRETE DEVICES
- NANOSTRUCTURE-BASED PLATFORM ARCHITECTURE
- NANOIMPRINT LITHOGRAPHY
- Nanoimprint Lithography (Continued)
- CHALLENGES IN NANOTECHNOLOGY
- THE ADVANTAGES OF NANOIMPRINTS
- The Advantages of Nanoimprints (Continued)
- OPTICAL WIRELESS LOOMS ON HORIZON
- PLACEMENT OF WIRELESS OPTICAL LINES
- Placement of Wireless Optical Lines (Continued)
- WIRELESS OPTICAL ADVANTAGES
- APPENDIX - LIST OF ABBREVIATIONS
- APPENDIX - LIST OF ABBREVIATIONS
- APPENDIX - LIST OF ABBREVIATIONS (CONTINUED)
- APPENDIX - LIST OF ABBREVIATIONS
- APPENDIX - LIST OF ABBREVIATIONS
- APPENDIX - LIST OF ABBREVIATIONS
- LIST OF TABLES
- Summary Table:
- WORLDWIDE OPTICAL MARKET SEGMENT REVENUES, THROUGH 2011 ($ MILLIONS)
- Table 1 TYPICAL END USER DATA TRANSMISSION THROUGH 2011 (KILOBITS PER
SECOND)
- Table 2 PER PORT WLAN PRICING TRENDS, THROUGH 2011 ($)
- Table 3 NUMBER OF U.S. CITIES DEPLOYING MUNICIPAL WI-FI NETWORKS,
THROUGH 2011
- Table 4 WORLDWIDE DEPLOYMENTS OF WI-FI HOT SPOTS, THROUGH 2011
- Table 5 NUMBER OF INTERNET USERS WORLDWIDE, 1995 TO JUNE 2006 (NUMBERS
IN MILLIONS)
- Table 6 U.S. INTERNET BACKBONE TRAFFIC PATTERNS, 1990-2005 (TB/MONTH)
- Table 7 INTERNET USAGE STATISTICS BY WORLD REGION, 2005
- Table 8 CELLULAR NETWORK SUBSCRIBER GROWTH, THROUGH 2011 (MILLIONS)
- Table 9 TOP TEN WIRELESS CARRIERS BY NUMBER OF SUBSCRIBERS, 2005
(MILLIONS)
- Table 10 MPLS USAGE BY PERCENTAGE OF TELECOM TRAFFIC, THROUGH 2011 (%)
- Table 11 SONET/SDH DATA RATES AND LINE SPEEDS
- Table 12 WORLDWIDE OPTICAL NETWORK PROCESSING REVENUES, THROUGH 2011 ($
MILLION)
- Table 13 WORLDWIDE OPTICAL NETWORK PROCESSING REVENUES BY TYPE, THROUGH
2011 ($ MILLION)
- Table 14 WORLDWIDE NPU PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Table 15 WORLDWIDE OPTICAL OC-1 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Table 16 WORLDWIDE OPTICAL OC-3 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Table 17 WORLDWIDE OPTICAL OC-12 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Table 18 WORLDWIDE OPTICAL OC-48 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Table 19 WORLDWIDE OPTICAL OC-192 NETWORK PROCESSING UNIT REVENUES,
THROUGH 2011 ($ MILLIONS)
- Table 20 WORLDWIDE OPTICAL SYSTEM-ON-CHIP REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 21 WORLDWIDE OPTICAL SYSTEM-ON-CHIP REVENUES BY TYPE OF UNIT,
THOUGH 2011 ($ MILLIONS)
- Table 22 WORLDWIDE SOC PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Table 23 WORLDWIDE OPTICAL OC-1 SYSTEM-ON-CHIP REVENUES, (THROUGH 2011
($ MILLIONS)
- Table 24 WORLDWIDE OPTICAL OC-3 SYSTEM-ON-CHIP REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 25 WORLDWIDE OPTICAL OC-12 SYSTEM-ON-CHIP REVENUES, THROUGH 2011
($ MILLIONS)
- Table 26 WORLDWIDE OPTICAL OC-48 SYSTEM-ON-CHIP REVENUES, THROUGH 2011
($ MILLIONS)
- Table 27 WORLDWIDE OPTICAL C-192 SYSTEM-ON-CHIP REVENUES, THROUGH 2011
($ MILLIONS)
- Table 28 WORLDWIDE OPTICAL TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 29 WORLDWIDE OPTICAL TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 30 WORLDWIDE TRANSCEIVER PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Table 31 WORLDWIDE OC-1 OPTICAL TRANSCEIVER REVENUE, THROUGH 2011 ($
MILLIONS)
- Table 32 WORLDWIDE OPTICAL OC-3 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 33 WORLDWIDE OPTICAL OC-12 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 34 WORLDWIDE OPTICAL OC-48 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 35 WORLDWIDE OPTICAL OC-192 TRANSCEIVER REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 36 WORLDWIDE OPTICAL BACKPLANE REVENUES, THROUGH 2011 ($ MILLIONS)
- Table 37 WORLDWIDE OPTICAL BACKPLANE REVENUES BY UNIT, THROUGH 2011 ($
MILLIONS)
- Table 38 WORLDWIDE BACKPLANE PRICING TRENDS BY UNIT, THROUGH 2011 ($)
- Table 39 WORLDWIDE OC-1 BACKPLANE REVENUES, THROUGH 2011 ($ MILLIONS)
- Table 40 WORLDWIDE OPTICAL OC-3 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 41 WORLDWIDE OPTICAL OC-12 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 42 WORLDWIDE OPTICAL OC-48 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- Table 43 WORLDWIDE OPTICAL OC-192 BACKPLANE REVENUES, THROUGH 2011 ($
MILLIONS)
- LIST OF FIGURES
- Summary Figure:
- WORLDWIDE OPTICAL MARKET SEGMENT REVENUES, 2004-2011 ($ MILLIONS)
- Figure 1 TYPICAL END USER DATA TRANSMISSION, 2004-2011 (KILOBITS PER
SECOND)
- Figure 2 ETHERNET USAGE BY APPLICATION, 2005 (%)
- Figure 3 PER PORT WLAN PRICING TRENDS, 2004-2011 ($)
- Figure 4 SHARE OF THE MOST POPULAR WIRELESS WAN NETWORK STANDARDS, 2005
(%)
- Figure 5 NUMBER OF U.S. CITIES DEPLOYING MUNICIPAL WI-FI NETWORKS,
2004-2011
- Figure 6 WORLDWIDE DEPLOYMENTS OF WI-FI HOT SPOTS, 2004-2011
- Figure 7 WIRELESS USAGE PATTERNS, 2005 (%)
- Figure 8 CELLULAR NETWORK SUBSCRIBER GROWTH, 2004-2011 ($ MILLIONS)
- Figure 9 MPLS USAGE BY PERCENTAGE OF TELECOM TRAFFIC, 2004-2011 (%)
- Figure 10 MOST POPULAR TELECOM DATA LINE SPEEDS BY MARKET SHARE, 2005 (%)
- Figure 11 STRUCTURE OF AN ATM CELL
- Figure 12 WORLDWIDE NPU PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 13 TOP FIVE NETWORK PROCESSING UNIT VENDORS BY MARKET SHARE, 2005
- Figure 14 WORLDWIDE OPTICAL OC-1 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 15 MARKET SHARES OF TOP FIVE WORLDWIDE OC-1 OPTICAL NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- Figure 16 WORLDWIDE OPTICAL OC-3 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 17 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- Figure 18 WORLDWIDE OPTICAL OC-12 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 19 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- Figure 20 WORLDWIDE OC-48 OPTICAL NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 21 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- Figure 22 WORLDWIDE OPTICAL OC-192 NETWORK PROCESSING UNIT REVENUES,
2004-2011 ($ MILLIONS)
- Figure 23 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192 NETWORK
PROCESSING UNIT VENDORS, 2005 (%)
- Figure 24 WORLDWIDE SOC PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 25 TOP FIVE SOC SUPPLIERS BY MARKET SHARE 2005 (%)
- Figure 26 WORLDWIDE OPTICAL OC-1 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 27 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-1
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 28 WORLDWIDE OPTICAL OC-3 SYSTEM-ON-CHIP REVENUES, 2004- 2011 ($
MILLIONS)
- Figure 29 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 30 WORLDWIDE OPTICAL OC-12 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 31 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 32 WORLDWIDE OPTICAL OC-48 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 33 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 34 WORLDWIDE OPTICAL C-192 SYSTEM-ON-CHIP REVENUES, 2004-2011 ($
MILLIONS)
- Figure 35 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192
SYSTEM-ON-CHIP VENDORS, 2005 (%)
- Figure 36 WORLDWIDE TRANSCEIVER PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 37 TOP FIVE OPTICAL TRANSCEIVER VENDORS BY REVENUE, 2005 (%)
- Figure 38 WORLDWIDE OC-1 OPTICAL TRANSCEIVER REVENUE, 2004-2011 ($
MILLIONS)
- Figure 39 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-1 TRANSCEIVER
VENDORS, 2005 (%)
- Figure 40 WORLDWIDE OPTICAL OC-3 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 41 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3 TRANSCEIVER
VENDORS, 2005 (%)
- Figure 42 WORLDWIDE OPTICAL OC-12 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 43 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12 T5ANSCEIVER
VENDORS, 2005 (%)
- Figure 44 WORLDWIDE OPTICAL OC-48 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 45 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48 TRANSCEIVER
VENDORS, 2005 (%)
- Figure 46 WORLDWIDE OPTICAL OC-192 TRANSCEIVER REVENUES, 2004-2011 ($
MILLIONS)
- Figure 47 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192 TRANSCEIVER
VENDORS, 2005 (%)
- Figure 48 WORLDWIDE BACKPLANE PRICING TRENDS BY UNIT, 2004-2011 ($)
- Figure 49 TOP FIVE OPTICAL BACKPLANE VENDORS BY REVENUE, 2005 (%)
- Figure 50 WORLDWIDE BACKPLANE REVENUES, 2004-2011 ($ MILLIONS)
- Figure 51 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-1 BACKPLANE
VENDORS, 2005 (%)
- Figure 52 WORLDWIDE OPTICAL OC-3 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 53 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-3 BACKPLANE
VENDORS, 2005 (%)
- Figure 54 WORLDWIDE OPTICAL OC-12 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 55 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-12 BACKPLANE
VENDORS, 2005 (%)
- Figure 56 WORLDWIDE OPTICAL OC-48 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 57 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-48 BACKPLANE
VENDORS, 2005 (%)
- Figure 58 WORLDWIDE OPTICAL OC-192 BACKPLANE REVENUES, 2004-2011 ($
MILLIONS)
- Figure 59 MARKET SHARES OF TOP FIVE WORLDWIDE OPTICAL OC-192 BACKPLANE
VENDORS, 2005 (%)
- Figure 60 TYPICAL 4-BYTE FRAME USED IN OC-768 TRANSMISSIONS
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