DSL And G.fast Chips: Market Shares, Strategies, and Forecasts, Worldwide,

Transcription

1 DSL And G.fast Chips: Market Shares, Strategies, and Forecasts, Worldwide, Table of Contents DSL and G.Fast Chips Executive Summary The study is designed to give a comprehensive overview of the DSL and G.Fast chip market segment. Research represents a selection from the mountains of data available of the most relevant and cogent market materials, with selections made by the most senior analysts. Commentary on every aspect of the market from independent analysts creates an independent perspective in the evaluation of the market. In this manner the study presents a comprehensive overview of what is going on in this market, assisting managers with designing market strategies likely to succeed. TOC-1 /blog

2 DSL AND G.FAST CHIPS EXECUTIVE SUMMARY 22 End To End Broadband Networks 22 DSL Set To Give Way To G.Fast 25 Vendor DSL and G.Fast Positioning 27 Data And Video Traffic Surpass Voice Traffic 29 DSL Chip Market Shares 30 DSL Chip Market Forecasts DSL CHIP MARKET DYNAMICS AND MARKET DESCRIPTION Digital Subscriber Line (DSL) Chips Demand for Broadband Services and Market Opportunities for Service Providers High-Performance Communications Processing Key Benefits of DSL Technology Improving Time-To-Market With Programmable Systems-Level Products DSL Provides Cost-Effective, High-Performance Transmission Over Existing Copper Lines End-to-End DSL Products Stability Of Global Credit And Financial Markets DSL Design Wins Semiconductor Components Communications Industry Carrier Networking Enterprise Networking Cloud Computing 48 TOC-2 /blog

3 1.4.4 Increasing Demands for "Next-Generation Networking" Integrated Circuits Communications Strategy Internet And Wireless Dominate Communications Technology Optical Networks Data And Video Traffic Being Added In Abundance To Voice Traffic Semiconductor Companies Design DSL Storage Industry Mixed Signal Integrated Circuit Market Network Access Last Mile Of Telecommunications Network Metropolitan Area Networks Internet Signal Processing Product Positioning DSL AND G.FAST CHIPS MARKET SHARES AND MARKET FORECASTS End To End Broadband Networks DSL Set To Give Way To G.Fast Vendor DSL and G.Fast Positioning Data And Video Traffic Surpass Voice Traffic DSL Chip Market Shares Sckipio G.Fast Gigabit Ultra Broadband Broadcom Ikanos Ikanos Shipments Ikanos VDSL 75 TOC-3 /blog

4 2.2.6 Lantiq Broadband Solutions MediaTek / Ralink / Trendchip DSL Chip Market Forecasts G.fast and Digital Subscriber Line (DSL) Market Forecasts G.fast Chip Market Shipments Forecasts G.fast Modem Chipsets Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Broadband DSL and G.fast Chip Market Forecasts, Low End, Mid Range, and High End Units and Dollars DSL and G.fast High-End Market Forecasts DSL and G.fast Chip Mid-Range Market Shipments Forecasts DSL and G.fast Low-End Market Forecasts Broadband DSL and G.fast Chip Market Forecasts, Low End, Mid-Range, and High End Broadband Subscriber Analysis DSL Subscriber Forecasts Digital Subscriber Line (DSL) Subscriber Markets U.S. Broadband Connections US's Providers AT&T and Verizon Begin Retracting From The DSL Market Impact of Fiber on DSL Ethernet Research and Development G.fast and DSL Chip Applications 118 TOC-4 /blog

5 2.6 G.Fast / DSL Chip Prices DSL Chip Regional Market DSL Regional Market Analysis xdsl and G.fast Connections Video Industry Is Undergoing Fundamental Changes DSL Component Shipments by Vendor by Region China DSL AND G.FAST CHIPS: PRODUCT DESCRIPTION Sckipio G.Fast G.fast Chipsets Sckipio Creates New Era of Affordable Gigabit Ultra Broadband FTTH vs. G.Fast Costs for Services Providers Sckipio G.fast Devices Lantiq Residential Gateway Reference Design Based on Sckipio G.fast Solution Broadcom Broadcom BCM6519 Multi-DSL Transceiver Broadcom BCM6529 Low Power Dual-Channel Analog Front End Device Broadcom BCM65300 VDSL2 G.Vector Central Office SoC Broadcom BCM65x00 Family Central Office High Density Multi-DSL Chipset Broadcom BCM6515 High-Performance VoIP Digital Signal Processor Broadcom xdsl CPE Solutions BCM63168 xdsl Integrated Access Device SoC 152 TOC-5 /blog

6 3.2.8 BCM6338 ADSL2+ Router Solution BCM6348 Single-Chip ADSL2+ CPE Chip BCM6358 Single-Chip ADSL2+ Integrated Access Device Solution BCM6362 Single-Chip IAD with Integrated ADSL2+, n and DECT BCM6368 Residential VDSL2/ADSL2+ Gateway Solution Lantiq Lantiq VDSL Lantiq - VINAX V3 Architecture Lantiq One Chip Solution VRX220 Carrier xdsl Entry Gateway Solution Lantiq XWAY VRX Lantiq XWAY VRX288 / VRX Lantiq XWAY VRX268 / VRX Lantiq CONVERGATE Lantiq MELT Lantiq VINETIC -LTC Lantiq Smart SLIC -T Lantiq XWAY DANUBE Ikanos Ikanos Chipsets for Central Office and Customer Premises Equipment Ikanos Chipsets for Central Office Equipment Ikanos Chipsets for Customer Premises Equipment Ikanos Velocity A/VDSL CO Chipset 170 TOC-6 /blog

7 3.4.5 Ikanos Accelity Port VDSL2 Central Office Chipsets Ikanos Accelity DA87781 VDSL2 CPE Chipset Ikanos Fx -5 CO Ikanos Orion Plus CX Z Ikanos Orion Plus Four-Channel Single-Pair High-Speed Digital Subscriber Line (SHDSL) Chipset Ikanos Fusiv Vx185/ Analog Devices Analog Devices VDSL Deployment Configurations Analog Devices Data Rates And Spectrum Allocation Analog Devices VDSL Data Rates Google Google Developing Method For Operating A Vectored VDSL Line Group Google Addresses DSL Vectoring MediaTek xdsl(ralink) / Trendchip IXYS Integrated Circuits DSL CHIP TECHNOLOGY Google DSL Memory Efficiency Google Approach to Vectoring Mitigation Of Crosstalk Inherent In Twisted-Pair DSL Networks Google Approach to Changing DSL Characteristics and Operating Conditions Google DSL Non-Uniform Symbol Usage Distribution Gigabit (or 1,000 Mbps) FTTP Deployments 204 TOC-7 /blog

8 4.3 VDSL G.Fast and Vectoring G.fast Uses 106mhz Of Phone Wire Spectrum To Deliver Gigabit Broadband G.fast Uses 106mhz Of Wire Spectrum To Deliver Gigabit Broadband Copper Pair Bonding DSL Vectoring G.Fast & FTTdp Model From Lantiq Germany Puts Off Vectoring Another Six Months G.FAST At Hundreds Of Meg Demoed By British Telecom & Huawei France Telecom Wants Fiber To The Basement, Not All The Way Home Broadcast / G.Fast Interference Vectoring Costs From $300 (Dense) To $1500 (Fiber To The Farm) Cost Dynamics Of Deploying Fiber xdsl REPEATERS G.fast Production-Ready G.hn/G.now Delivering Video-Intensive Services VDSL vs. Cable Ikanos Technologies Advanced Bonding Capabilities Flexible Network Interfaces Ikanos NodeScale Vectoring Ikanos Quality Video (iqv) technology 227 TOC-8 /blog

9 4.9 Telecommunications and DSL Standards Organizations ATIS Broadband Forum ETSI FSAN Home Gateway Initiative The International Telecommunications Union TTC UNH-IOL The FTTH Council Europe The FTTH Council Asia-Pacific The Broadband Forum Home Gateway Initiative Communications Standards Bodies: DSL CHIP COMPANY PROFILES Analog Devices Analog Devices Focus On Key Strategic Markets Analog Devices Broad Line Of High-Performance ICs Analog Devices Digital Signal Processing Products Analog Devices Revenue Analog Devices Revenue Trends by End Market Analog Devices Industrial Analog Devices Automotive Analog Devices Consumer Analog Devices Communications 252 TOC-9 /blog

10 Analog Devices Markets and Applications Analog Devices Industrial and Instrumentation Segments Analog Devices Defense/Aerospace Segment Analog Devices Energy Management Segment Analog Devices Healthcare Segment Analog Devices Automotive Segment Analog Devices Consumer Segment Analog Devices Communications Segment Analog Devices Segment Financial Information and Geographic Information Analog Devices Revenue Trends by Product Type Analog Devices Revenue Trends by Geographic Region Arris Arris Revenue Broadcom Broadcom Broadband Communications Solutions Broadcom Mobile & Wireless (Solutions for the Hand) Broadcom Infrastructure & Networking (Solutions for Infrastructure) Broadcom Customers and Strategic Relationships BroadLight Cavium Cavium Customers and Target Markets Freescale Semiconductor Freescale Embedded Innovation 271 TOC-10 /blog

11 5.7 Ikanos Ikanos Outsourcing and Value Chain Ikanos Net Loss Service Provider Platform Deployments Ikanos Revenue Ikanos Acquired from Conexant Systems, its Broadband Access Product Line Ikanos Product Lines Ikanos Solution Key Features of Ikanos Technology Ikanos Major Service Provider Customers Ikanos Service and Support for Customers and Service Providers Sales, Business Development and Product Marketing Ikanos Go to Market Strategy Ikanos / Aricent Ikanos / ASSIA, Inc Ikanos / Atheros Ikanos / DSP Group Ikanos / D2 Technologies Ikanos / Gatespace Ikanos / Jungo Ikanos / picochip Ikanos / Ralink Ikanos / SoftAtHome Ikanos / Sunrise Telecom 292 TOC-11 /blog

12 Ikanos / Wintegra Infineon Technologies Infineon Technologies Revenue IXYS Integrated Circuits Division IXYS Integrated Circuits Distribution Channels IXYS Integrated Circuits / Clare Lantiq Marvell MediaTek / Ralink Technology MediaTek / Ralink / Trendchip xdsl MediaTek xdsl(ralink) PMC-Sierra Pulse Sckipio Shantou New Tideshine Electron Shenzhen Chaoyue Electronics Co., Ltd Shenzhen Sky Foundation Shenzhen Tianxiaowei Electronics Co., Ltd ZTE ZTE Revenue Other xdsl Chip Based Products and Market Participants 6 TOC-12 /blog

13 List of Tables and FIgures Table ES-1 26 DSL G.Fast Chip Market Driving Forces 26 Table ES-2 27 Vendor DSL and G.Fast Competitive Positioning Factors 27 Figure ES-3 30 Global Voice vs. Data Traffic 30 Figure ES-4 31 DSL Chip Market Shares, Dollars, Figure ES-5 33 DSL and G.Fast Chip Market Shipments Forecasts Dollars, Worldwide, Figure DSL / FTTx Speeds 36 Table Highly-Integrated Chip Solutions 59 Table Digital DSL Product Positioning 60 Table Digital DSL Advantages 61 Table DSL G.Fast Chip Market Driving Forces 66 Table TOC-13 /blog

14 Vendor DSL and G.Fast Competitive Positioning Factors 67 Figure Global Voice vs. Data Traffic 70 Figure DSL Chip Market Shares, Dollars, Table DSL Component Shipments Dollars, Worldwide, Figure DSL and G.Fast Chip Market Shipments Forecasts Dollars, Worldwide, Table Broadband DSL and G.fast Chip Market Forecasts, Dollars Worldwide, Figure DSL Chip Market Shipments Forecasts Dollars, Worldwide, Figure DSL Chip Unit Forecasts, Number, Worldwide, Table Broadband DSL and G.fast Copper Broadband Infrastructure Market Forecasts, Units Worldwide, Figure G.fast Chip Market Shipments Forecasts Dollars, Worldwide, Figure G.fast Chip Unit Forecasts, Number, Worldwide, Table Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Worldwide, Table Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units Worldwide, TOC-14 /blog

15 Figure DSL and G.fast Chip High End Market Shipments Forecasts Dollars, Worldwide, Figure DSL and G.fast High-End Market Forecasts, Units, Worldwide, Figure DSL and G.fast Chip Mid-Range Market Shipments Forecasts Dollars, Worldwide, Figure DSL and G.fast Mid-Range Market Forecasts, Units, Worldwide, Figure DSL and G.fast Chip Low End Market Shipments Forecasts Dollars, Worldwide, Figure DSL and G.fast Low-End Market Forecasts, Units, Worldwide, Table Broadband DSL and G.fast Chip Market Forecasts, Low End, Mid-Range, and High End Units Worldwide, Table Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Worldwide, Table Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Percent of Total Shipments Worldwide, Table Broadband DSL and G.fast Market Forecasts, Low End, Mid-Range, and High-End Units and Dollars Percent of Total Shipments Worldwide, Figure DSL and G.fast Copper Infrastructure Subscriber Forecasts, Number, Worldwide, TOC-15 /blog

16 Figure G.fast Copper Infrastructure Subscriber Forecasts, Number, Worldwide, Figure DSL Subscriber Forecasts, Number, Worldwide, Table Broadband DSL, Cable Modem, Wireless Device, and Fiber to the Home Subscribers Worldwide, Table Ethernet Market Aspects 114 Figure Explosion of Protocols 115 Figure Broadband Services Typical Speed in Mbps 117 Table Broadband Fiber Cost Per Household to Build Out 118 Table DSL Chip Applications 119 Figure DSL Regional Market Segments, Table DSL Regional Market Segments, Table DSL Component Shipments by Vendor by Region Dollars, Worldwide, Figure FTTH vs. G.Fast Costs for Services Providers 137 Table Broadcom DSL Products 140 Table Broadcom BCM6519 Features 141 Multi-DSL Transceiver TOC-16 /blog

17 Table Broadcom BCM6529 Features 142 Low Power Dual-Channel Analog Front End Device Table Broadcom BCM65300 VDSL2 G.vector Central Office SoC Features 144 Table Broadcom's new BCM65x00 Family Central Office SoC Features 145 Table Broadcom BCM6515 High-Performance VoIP Digital Signal Processor Features 148 Table Broadcom Applications 149 Table Lantiq VINAX V3 Key Features 159 Table Lantiq VDSL Products 161 Table Lantiq Cost-Optimized Design Functions 162 Figure Ikanos 496pix_Velocity_Chipset2 166 Table Ikanos Communications Processors 168 Table Ikanos DSL Chipsets 169 Figure Ikanos Velocity Chip Architecture 171 Table Ikanos Velocity A/VDSL CO Chipset Key Features 172 Figure Ikanos Accelity-2+ AD Table TOC-17 /blog

18 Ikanos Accelity-2+ AD11008 Key Features 174 Table Ikanos Accelity-2+ AD11008 Applications 175 Table Ikanos Accelity DA87781 Applications 175 Table Accelity DA87781 Family Product Key Features 176 Figure Ikanos Central Office Architecture 178 Figure Ikanos DSL System Architecture Block Diagram 179 Figure Ikanos Orion Plus Block Diagram 181 Table Ikanos Orion Plus CX Z Key Features 182 Table Ikanos Fusiv Vx185/183 Key Features 184 Figure Ikanos Fusiv Vx185 System Architecture 185 Table Analog Devices Very-High-Speed Digital Subscriber-Line (VDSL) Technology Issues 186 Figure Analog Devices Deployment of VDSL Limited To A Loop Length 188 Table Analog Devices VDSL Data Rates And Spectrum Allocation 190 Figure Analog Devices VDSL Frequency Plan For North America 192 Figure Analog Devices Magnitude Response Of A Bridged-Tap Loop 193 Table TOC-18 /blog

19 Google Addresses DSL Vectoring 198 Table MediaTek Product Advantages 199 Table MediaTek / Ralink Comprehensive Product Portfolio 200 Figure Network Configurations 205 Figure Innovation In Copper Supports Fiber to Curb Rollout Leveraging Endpoints Using G.fast 206 Figure G.fast Vectoring 208 Figure Fiber to the Distribution Point Architecture 210 Figure Typical DSL Downstream Broadband Capability 213 Figure G.fast Copper Network Solution 219 Figure Broadband Services Typical Speed in Mbps 222 Table Ikanos NodeScale Vectoring Product Key Features 227 Table Ikanos Quality Video (iqv) technology Key Features 228 Table Analog Devices Embedded In Electronic Equipment 246 Table Analog Devices Industrial And Instrumentation Market Applications 253 Table Analog Devices Defense/Aerospace Products 254 Table TOC-19 /blog

20 Analog Devices Energy Management Segment Products 255 Table Analog Devices Healthcare Segment Innovative Technologies 256 Table Analog Devices Green Automotive Segment 257 Table Analog Devices Safety Automotive Segment 257 Table Analog Devices Comfort Automotive Segment 257 Table Analog Devices Consumer Segment Products 258 Table Analog Devices Communications Segment Systems 259 Table Analog Devices Revenue by Regiion 260 Table Broadcom Broadband Communications Solutions 266 Table Broadcom Customers and Strategic Relationships 268 Table Ikanos Product Lines 281 Table Ikanos Works Directly With Various Major Service Providers 286 Figure MediaTek Revenue 299 Table MediaTek Industry Leadership 301 Figure MediaTek Product Portfolio 302 Table MediaTek Product Advantages 303 TOC-20 /blog

21 Table MediaTek / Ralink Comprehensive Product Portfolio 304 TOC-21 /blog