XAUI Market Opportunities, Strategies, and Forecasts, 2007 to 2013

SUMMARY

Demand for Internet services, the implementation of broadband and InfiniBand are major backplane transceiver market driving forces. The copper based transceivers are extending their technology life by implementing equalization flexibility to meet conditions needed to extend copper based backplane technology because is less expensive.

A high speed XAUI interface means fewer links are needed to communicate with each other compared to competitive solutions. A 10 Gb/s full duplex interposer device supports up to four 2.5 Gb/s NPUs for full-duplex traffic. It can perform as a single-chip 4 x 2.5 Gb/s switch fabric, while providing excellent QoS support. Gigabit Ethernet will last for three more years, but InfiniBand is slated to become a replacement technology after that time. With the quantity of information doubling every seven months, there is increasing pressure to improve systems performance and support high speed data transport inside servers and routers, and in the network.

Worldwide XAUI depend on Ethernet switch and router market shipments. These markets are anticipated to have significant growth as broadband penetrates the Internet and wireless handset markets.

The backplane transceiver technology market includes copper based technologies, QSFP (Quad Small Form-Factor Pluggable) transceiver modules for InfiniBand, physical serial products, XAUI, and VCSEL based backplane transceiver products used for the support of network bandwidth growth. The demand for broadband is impacting wireless transport, creating demand for different types of backhaul. Market growth is expected to be spurred by demand for storage and video capable networks. Higher speeds complement existing infrastructure. Gigabit Ethernet IC markets will drive demand for high-speed communications. Asynchronous IC communications capability provided by crosspoint switches permits design flexibility. Different protocols are supported.

Backplane transceiver markets in dollars at $95.3 million in 2006 are expected to reach $929.5 million by 2013. This growth is in part a result of the fact that the quantity of information is doubling every 7 months.

Research Methodology

WinterGreen Research authors use a structured, consistent, and detailed research approach. The methodology supports an analytical approach to market research. In depth comparisons are made of many aspects of the market. Data relating to Industry segments is developed to permit presentation of forecasts and market share positioned to have substantive value.

Research has been automated using automation of interactive surveys that implement delta trend analysis and instant messaging in combination with e-mail. Automation is made possible because of a proprietary engine that implements multilayered cell based analysis. Modular systems support dynamic computing that use a graphical configuration engine to reach more people in a research modality.

Full spectrum research and information services, including market reports, customized research, and customer interviewing are available, reports and research are positioned to provide strategic value to industry participants, strategic planners, and product managers.

New systems combine sales tools and independent industry analysis, seeking to leverage the expertise of the sales force and combine it with the skepticism of the analysts to provide accurate return on investment analysis.

TABLE OF CONTENTS

• XAUI Executive Summary
• XAUI Transceiver Market Driving Forces
• High Speed XAUI Interface Market Driving Forces
  • Gigabit Ethernet Will Last For Three More Years, But InfiniBand Slated
  • To Start To Become A Replacement Technology

XAUI Transceiver Market Forecasts

• Worldwide 3G Base Station XAUI Transceiver Market
• Increasing Demand For Bandwidth-Intensive, Multimedia-Rich Web
• Applications
• Impact of Broadband

Backplane Transceiver Market Shares

Backplane Transceiver Market Forecasts

1. XAUI Market Dynamics and Market Description

• 1.1 Industry Standards For 10-Gb/S Ethernet, Fibre Channel, And InfiniBand
  • 1.1.1 Differential Debalanced Signals
• 1.2 XAUI Tyco Interoperability Backplane HM-Zd Adapter
  • 1.2.1 Optical Fiber Links
  • 1.2.2 Computer Systems Aspects Of The Overall System Performance Have Improved At Different Ra tes
  • 1.2.3 Improvement In The Cost- Performance Of Optical Interconnect Technologies
• 1.3 Optical Interconnects In Servers
  • 1.3.1 Interconnect Logical Functions
  • 1.3.2 SMP Expansion Links
  • 1.3.3 Memory And Memory Expansion Links
  • 1.3.4 I/O Expansion Links
  • 1.3.5 Cluster Links
  • 1.3.6 LAN / SAN Links
  • 1.3.7 MAN / WAN Links
  • 1.3.8 Packaging And Physical Interconnect Hierarchy
  • 1.3.9 Full Mesh Interconnect
  • 1.3.10 Switched
  • 1.3.11 Clusters And Parallel-Processing Machines
  • 1.3.12 Blades
  • 1.3.13 XAUI
• 1.4 Server Physical Interconnect Hierarchy Mapping To Logical Hierarchy
  • 1.4.1 Ultrascale Systems And The Impact Of Optical Interconnect Hierarchy Technologies Mapping Future Systems
• 1.5 Optical Interconnects Within SMP Servers

2. XAUI Transceiver Market Shares and Market Forecasts

• 2.1 High Speed XAUI Interface Market Driving Forces
  • 2.1.1 Gigabit Ethernet Will Last For Three More Years, But InfiniBand Slated To Start To Become A Replacement Technology
  • 2.1.2 Backplane Transceiver Market Driving Forces
  • 2.1.3 Increasing Demand For Bandwidth-Intensive, Multimedia-Rich Web Applications
  • 2.1.4 Impact of Broadband
• 2.2 Backplane Transceiver Market Shares
  • 2.2.1 IEEE802.3ae XAUI
  • 2.2.2 Vitesse
  • 2.2.3 Vitesse VSC9180 Arapahoe - 2.5G SONET/SDH Backplane Transceiver
  • 2.2.4 Vitesse Dual Time Constant Equalization
  • 2.2.5 Vitesse VSC3312 Pricing & Availability
  • 2.2.6 Mindspeed
  • 2.2.7 Zarlink
  • 2.2.8 Zarlink Semiconductor Timing and Synchronization
  • 2.2.9 Picolight
  • 2.2.10 Picolight RoHS Compliant 10Gbps 850nm XFP Transceiver Module
  • 2.2.11 Tyco Electronics
• 2.3 Backplane Transceiver Market Forecasts
• 2.4 XAUI Transceiver Market Forecasts
  • 2.4.1 Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts
  • 2.4.2 Worldwide 3G Base Station XAUI Transceiver Market

3. XAUI Transceiver Product Description

• 3.1 Copper Based Backplane Transceivers Supporting 5 Gigabit To 10 Gigabit Transmission Speeds
• 3.2 Vitesse
• 3.3 Vitesse VSC9180 Arapahoe - 2.5G SONET/SDH Backplane Transceiver
  • 3.3.1 Vitesse VSC7280 Dual XAUI - Dual XGMII Octal 0.95 Gbps to 3.25 Gbps Transceiver Applications:
  • 3.3.2 Vitesse VSC7280
  • 3.3.3 Intersil - Crosspoint Switch Provides Black-Level Accuracy In Composite Video
• 3.4 Intersil
  • 3.4.1 Picolight 10GbE XAUI 850nm X2 Transceiver Module
• 3.5 XAUI Fujitsu to XENPAK Adapter
  • 3.5.1 PMC-Sierra National Semi Backplane Design
• 3.6 VCSEL Based Backplane Transceivers Supporting 5 Gigabit To 10 Gigabit Transmission Speeds
  • 3.6.1 Zarlink QSFP (Quad Small Form-Factor Pluggable) Transceiver Module for InfiniBand
  • 3.6.2 Zarlink QSFP Product Family
  • 3.6.3 Zarlink QSFP MSA (Multi Sourcing Agreement) Support
  • 3.6.4 Zarlink Backplane
  • 3.6.5 Zarlink ZL50030 Digital Switch Backplane Description

4. XAUI Transceiver Technology

• 4.1 10GBASE-CX4: Advancing Network Performance to the Next Level
  • 4.1.1 Traditional Method of Stacking Gigabit
  • 4.1.2 XAUI (10 Gigabit Attachment Unit Interface)
• 4.2 10GBASE-CX4 Cables
• 4.3 Pre-Emphasis Dynamic Range Requirement Impact
  • 4.3.1 Adoption Of Gigabit Ethernet To The Desktop

5. XAUI Transceiver Company Profiles

• 5.1 Backplane Transceiver Companies
• 5.2 Accelerant Networks
  • 5.2.1 Accelerant / Synopsis
  • 5.2.2 Synopsys Revenue
  • 5.2.3 Accelerant 6.25 Gb/s Technology
  • 5.2.4 Accelerant 6.25 Gb/s SerDes Transceiver Boosting Bandwidth In Existing Backplanes
• 5.3 Agere Systems
  • 5.3.1 Agere Systems and Accelerant Networks
  • 5.3.2 Agere Application Specific ICs (ASICs)
• 5.4 Analog Devices
  • 5.4.1 Analog Devices Revenue
• 5.5 Aeluros
• 5.6 AMCC
  • 5.6.1 AMCC Revenue
• 5.7 Analog Devices
  • 5.7.1 Analog Devices Revenue for Third Quarter of Fiscal Year 2006
  • 5.7.2 Analog Devices Revenue Analysis by Product
  • 5.7.3 Analog Devices Adds Full-Featured Hot-Swap Controller For Increased Accuracy In High-Current Backplane Applications
  • 5.7.4 ADM307xE family of low-power Transceivers
• 5.8 Avago
  • 5.8.1 Avago Multi-Channel Sales And Fulfillment System
  • 5.8.2 Avago Large Scale And Global Operations
  • 5.8.3 Avago Leading Supplier In Multiple Product Categories
  • 5.8.4 Avago Design expertise
  • 5.8.5 Avago Highly Diversified Business Model
  • 5.8.6 Avago Technology Leadership
  • 5.8.7 Avago Close Customer Relationships
  • 5.8.8 Avago Strategic Objectives
  • 5.8.9 Avago Revenue
  • 5.8.10 Avago Wired Infrastructure
• 5.9 BiRa
• 5.10 Broadcom
• 5.11 Conexant Systems
  • 5.11.1 Conexant VDSL2 Chipset
• 5.12 Dallas Semiconductor / Maxim Integrated Products
  • 5.12.1 Dallas Semiconductor Customers
  • 5.12.2 Dallas Semiconductor Revenue
  • 5.12.3 Maxim Integrated Products / Dallas Semiconductor
  • 5.12.4 Maxim/Dallas Revenue
• 5.13 Dune Networks
• 5.14 EXAR
  • 5.14.1 Exar Product Description
• 5.15 Fairchild
• 5.16 Hitachi / Maxwell
  • 5.16.1 Maxwell Revenue for the First Half ended September 30, 2006
  • 5.16.2 Hitachi Information Storage Media
  • 5.16.3 Hitachi Battery
  • 5.16.4 Hitachi Material-Device-Electronic Appliance
• 5.17 Infineon
• 5.18 IDT
  • 5.18.1 IDT Competitive Positioning
  • 5.18.2 IDT Target Markets
  • 5.18.3 IDT Product Offerings
  • 5.18.4 IDT Switching Solutions
  • 5.18.5 IDT Flow-Control Management (FCM) Devices:
  • 5.18.6 IDT First- in/first-out (FIFOs) Memories:
  • 5.18.7 IDT Multi-Ports Memory Products:
  • 5.18.8 IDT Timing Solutions
  • 5.18.9 IDT PC Clocks
  • 5.18.10 IDT Memory Interface Products
  • 5.18.11 IDT MicroClock Devices
  • 5.18.12 IDT NetCom Clocks
  • 5.18.13 IDT Audio
  • 5.18.14 IDT Video
  • 5.18.15 IDT Telecommunications Products
  • 5.18.16 IDT Digital Logic Products
  • 5.18.17 IDT SRAM Products
  • 5.18.18 IDT Integrated Communications Processors
  • 5.18.19 IDT Military/Aerospace
  • 5.18.20 IDT Customers
• 5.19 Intel
• 5.20 Lattice Semiconductor
  • 5.20.1 Lattice Semiconductor Third Quarter 2006 Revenue
  • 5.20.2 Lattice Semiconductor Third Quarter Business Highlights:
• 5.21 Marvell
• 5.22 Marvell Technology Group
  • 5.22.1 Marvell Technology Group Revenue
• 5.23 Maxim Integrated Technologies
• 5.24 Mindspeed
  • 5.24.1 MindspeedR 2006 Restructuring Actions
  • 5.24.2 Mindspeed Technologies Key Product Families
  • 5.24.3 MindspeedR 2006 Fourth Quarter Revenue
  • 5.24.4 Mindspeed Technologies Revenues By Region
  • 5.24.5 Mindspeed Technologies Revenues By Product Line
  • 5.24.6 Mindspeed Technologies Revenue Third Quarter Of Fiscal 2006
• 5.25 National Semiconductor
• 5.26 On Semiconductor
• 5.27 PMC-Sierra
  • 5.27.1 PMC-Sierra and DASAN Networks
• 5.28 Siemens / Dasan Networks
• 5.29 Teradyne
• 5.30 Triquint
• 5.31 Vitesse
  • 5.31.1 Vitesse Crosspoint Switch Product
  • 5.31.2 Vitesse VSC3312 Feature Set
  • 5.31.3 Vitesse Dual Time Constant Equalization
• 5.32 Zarlink
  • 5.32.1 Zarlink Semiconductor Products
  • 5.32.2 Zarlink Semiconductor Customers
  • 5.32.3 Zarlink Semiconductor Timing and Synchronization
  • 5.32.4 Zarlink Semiconductor Optical Communications
  • 5.32.5 Zarlink Semiconductor Medical ASICs
  • 5.32.6 Zarlink Semiconductor Medical Wireless
  • 5.32.7 Zarlink Semiconductor Competition

List of Tables and Figures

• Table ES-1
  • 10GbE Market Growth Factors
• Figure ES-2
  • Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts, 2007-2013
• Figure ES-3
  • Worldwide 3G Base Station XAUI Transceiver Market Forecasts, 2007-2013
• Table ES-4
  • Backplane Transceiver Market Driving Forces
• Figure ES-5
  • Backplane Transceiver Market Shares, 2006
• Table ES-6
  • Worldwide Total Backplane Transceiver Market Forecasts, Dollars, 2007-2013
• Figure 1-1
  • Measured Eye Pattern For One Of The Channels Used With 10-Gb/S Links
• Figure 1-2
  • Pre-emphasis Effect on Signal Distortion
• Figure 1-3
  • Fujitsu Backplane Connector
• Figure 1-4
  • Tyco Interoperability Backplane HM-Zd Adapter
• Table 2-1
  • 10GbE Market Growth Factors
• Table 2-2
  • Backplane Transceiver Market Driving Forces
• Figure 2-3
  • Backplane Transceiver Market Shares, 2006
• Table 2-4
  • Backplane Transceiver Market Shares, 2006
• Table 2-5
  • Worldwide Total Backplane Transceiver Market Forecasts, Dollars, 2007-2013
• Table 2-6
  • Worldwide Total Backplane Transceiver Market Forecasts, Dollars, 2007-2013
• Figure 2-7
  • Worldwide Ethernet Switch and Router Market Forecasts, 2007-2013
• Figure 2-8
• Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts, 2007-2013
• Table 2-9
  • Worldwide 10 Gigabit Ethernet Switch and Router and InfiniBand XAUI Transceiver Market Forecasts, 2007-2013
• Figure 2-10
  • Worldwide 3G Base Station XAUI Transceiver Market Forecasts, 2007-2013
• Table 2-11
  • Worldwide Wireless 3G Base Station XAUI Transceiver Market Shares, 2007-2013
• Figure 2-12
  • Worldwide 3G Base Station XAUI Transceiver Market Shares, 2007-2013
• Figure 2-13
  • Worldwide 3G Base Station XAUI Transceiver Market Shares, 2007-2013
• Table 3-1
  • Vitesse VSC9180 Arapahoe - 2.5G SONET/SDH Backplane Transceiver
• Table 3-2
  • Vitessse XAUI Applications :
• Table 3-3
  • Vitessse XAUI Specifications :
• Table 3-4
  • Vitesse Ethernet Product Set
• Table 3-5
  • Vitesse VSC7281 Backplane Transceivers
• Table 3-5
  • Vitesse VSC7281 Backplane Transceivers
• Table 3-6
  • Vitesse VSC7281 Backplane Transceiver Modules
• Figure 3-7
  • Vitesse VSC7281 Backplane Transceiver Modules
• Table 3-8
  • Vitesse VSC7281 Backplane Transceiver Features
• Table 3-9
  • Vitesse VSC7281 Backplane Transceiver Benefits
• Table 3-10
  • Vitesse Mux/Demux Transceiver With Integrated Clock Multiplier Unit Features :
• Table 3-11
  • Vitesse XAUI Transceivers
• Table 3-12
  • Vitesse Transceivers and SerDes
• Table 3-13
  • Intersil Quad 2.488-3.1875Gbps/Channel Transceiver Features
• Figure 3-14
  • Intersil Backplane And Line Card Applications
• Table 3-15
  • Picolight X2 Transceiver In Accelar Family Of Products Customized For Short Reach LAN, SAN And Intra-POP Applications
• Table 3-16
  • Fujitsu Next-Generation Switch Chip Features
• Table 3-17
  • Fujitsu Next-Generation Switch Chip Benefits
• Table 3-18
  • Fujitsu Next-Generation Switch Chip Control Plane Interface
• Table 3-19
  • PMC-Sierra National Semi Backplane Design Benefits
• Figure 3-20
  • Zarlink QSFP (Quad Small Form-Factor Pluggable) Transceiver Module for InfiniBand
• Table 3-21
  • Zarlink QSFP Product Family Functions
• Table 3-22
  • Zarlink QSFP Product Family Function Development
• Table 3-23
  • Zarlink ZL50030 Digital Switch Switching Features
• Table 3-24
  • Zarlink ZL50030 Digital Switch Backplane Transceiver Applications
• Figure 4-1
  • Pre-emphasis Effect on Signal Distortion
• Figure 4-2
  • 10GBASE-CX4 Cable Design
• Table 5-1
  • Selected Backplane Transceiver Companies
• Table 5-2
  • Aeluros Serializer/Deserializer Solutions
• Table 5-3
  • Aeluros Serializer/Deserializer Benefits
• Table 5-4
  • Aeluros Serializer/Deserializer for XAUI Modules
• Table 5-5
  • Aeluros Serializer/Deserializer Puma AEL1003
• Table 5-6
  • Aeluros Serializer/Deserializer Puma AEL1004 Features
• Table 5-7
  • Aeluros Serializer/Deserializer Puma AEL1006 Features
• Table 5-8
  • Aeluros Puma AEL1001 device is a single channel CMOS Features
• Table 5-9
  • Aeluros Puma AEL1001 device 10GbE/10GFC LAN PHY/SerDes
• Table 5-10
  • Aeluros Puma AEL1001 device 10GbE/10GFC LAN PHY/SerDes In the transponder modules
• Table 5-11
  • Aeluros Puma Applications
• Table 5-12
  • Aeluros Puma Benefits
• Table 5-13
  • Analog Devices Backplane Transceivers
• Table 5-14
  • Avago Key Competitive Strengths
• Table 5-15
  • Product Categories In Which Avago Ranks Among The Top Three Suppliers By Revenue Share
• Table 5-16
  • Key Elements Of Avago Strategy
• Table 5-17
  • Avago Wired Infrastructure Products
• Table 5-18
  • Avago Wired Infrastructure Markets
• Table 5-19
  • Avago Wired Infrastructure Customers
• Table 5-20
  • Dallas Semiconductor Customers
• Table 5-21
  • Dallas Semiconductor Products
• Table 5-22
  • Dallas Semiconductor Markets Served
• Table 5-23
  • Maxim Net Revenue, Dollars, 2002-2006
• Table 5-24
  • Dune Device Positioning
• Table 5-25
  • Exar Target an Environment :
• Table 5-26
  • Exar Features
• Table 5-27
  • Exar Applications
• Table 5-28
  • IDT Customers
• Table 5-29
  • Vitesse VSC3312 crosspoint switching functions
• Table 5-30
  • Vitesse's PixEQ™ equalization capability features