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| AdvancedTCA Accelerates Merchant Switch Fabrics |
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A Merchant Switch Fabric (MSF) is an ASSP that can
be used to distribute and/ or direct any type of traffic from one port to any
other port. Since it can handle any type of traffic, this makes it different than
the GigE Switch Chips (GESCs) that have become so popular over the last few years.
While GESCs can be used in GigE switches, once you add the myriad of other types
of traffic the carriers need to handle, the plan goes right out the window. For
the last decade or so, just about every major Network Equipment Provider (NEP)
had been making its own internal fabric. Now, thanks to reduced R&D budgets, better
SerDes technology and the very flexible AdvancedTCA platform, we expect to see
MSFs finally come into their own. While they won’t spread to as many markets as
once hoped, they will still grab over a million ports by 2008 and climb nicely
in revenues over the next several years, from $47 million in 2003.
This report includes forecasts by market segment of:
- TAM for ASIC and Merchant switch fabrics
- Standardized Backplane Interconnects (SBIs)
- SAM for just the MSFs
- Revenues for MSFs
Plus projections of:
- Average Sales Price (ASP) per port for MSFs
- TAM for ASIC and Merchant switch fabrics by fabric capacity
A detailed technical overview (including a special section on the AdvancedTCA),
market overview, vendor profiles, and a market share analysis of the 2003 MSF
revenues is also included. |
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- Executive Summary
- Methodology
- Introduction
- Technical Overview
- SONET Technology
Review
- A Brief History
of
- The First Generation
of Switching Chips
- Protocol-Dependent
Switches
- Shared
Memory ATM Switches
- The Hybrid
Approach
- Standardized
Chassis
- CompactPCI
- CompactPCI
Packet Switching Backplane
- CompactPCI
Serial Mesh Backplane
- AdvancedTCA
- Backplane
Options
- Modularity
for Networking Boards
- CompactTCA
- Which Chassis
Will Win?
- MSFs as Part
of the Puzzle
- Future Trends
- Increased
Queues & Memory
- More Intelligence
- Higher
Speed SerDes
- Standardized
Backplane Links
- Higher
Densities
- Market Overview
- The Worst is
Over - For a While
- Pros &
Cons to MSFs
- The Infrastructure
Revolution
- The Shortcomings
of Using SONET Rings to Carry Data
- The Answer
- Forecast
- Forecast Methodology
- Market Shares
for MSF Market
- Total Available
Market (TAM)
- Standardized
Back Planes
- Merchant Switch
Fabric Market
- Shipments
- Average
Sale Prices (ASPs)
- Revenues
- Vendor Profiles
- Companies not
Profiled:
- Erlang
Technology
- Dune Networks
- Marvell
- Paion
- Sandburst
- StarGen
- Tau Networks
- TranSwitch
- Vendor Comparisons
- Agere
- Applied Micro
Circuits Corporation (AMCC)
- Broadcom
- IDT
- Mindspeed
- TeraChip Inc.
- Vitesse
- Conclusion
- Appendix A:
Glossary
- Appendix A:
Glossary (con't)
- Appendix A:
Glossary (con't)
- Table 1. Summary
of Forecast for the Merchant Switch Fabric Market (2003 - 2008) ($M)
- Table 2. Summary
of Forecast for the Merchant Switch Fabric Market (2003 - 2008)
- Table 3. Speeds
of the SONET and SDH Hierarchy
- Table 4. A Comparison
of the Key Dimensions for PICMG 3.0 versus 2.0
- Table 5. Aggregate
Backplane Capacities for a Full Mesh AdvancedTCA Backplane
- Table 6. Aggregate
Backplane Capacities for a Dual Star AdvancedTCA Backplane
- Table 7. Standardized
Chassis Revenue Forecast, 2004 - 2008 ($M)
- Table 8. Future
Capacities for the AdvancedTCA Due to SerDes Improvements
- Table 9. Economic
Analysis of NEPs Using an ASIC-based 640 Gbps Switch Fabric
- Table 10. Economic
Analysis of NEPs Using an MSF-based 640 Gbps Switch Fabric
- Table 11. Comparison
of Data Type Versus Infrastructure Needs
- Table 12. Order
of Magnitude Yearly Revenue Potentials from Data Through an MSPP
- Table 13. Hourly
Full-Duplex Data Consumption Rates for Popular Online Activities
- Table 14. TAM for
All Types of Switch Fabrics, Worldwide, 2003 - 2008 (in 10 Gbps Ports)
- Table 15. Shipment
Forecast of Standardized Backplane Interconnects, by Segment, 2003 to
2008 (in 10 Gbps Ports)
- Table 16. Shipment
Forecast of Worldwide MSF Market, by Segment, 2003 - 2008 (in 10 Gbps
Ports)
- Table 17. Forecast
of Worldwide MSF Market by Aggregated Throughput, 2003 - 2008 (in 10
Gbps Ports)
- Table 18. Forecast
for Worldwide MSF ASPs, 2003 - 2008 (US$ per 10 Gbps Port)
- Table 19. Revenue
Forecast of Worldwide MSF Market, 2003-2008 (US$ in Thousands)
- Table 20. Comparison
of the Lead MSFs
- Figure 1. The Fundamental
Components of an SPE
- Figure 2. The Addition
of a New ADM to a Typical MAN
- Figure 3. Simplified
Diagram of the Crossbar Switch Concept
- Figure 4. Cell
Format for ATM Cells
- Figure 5. Simplified
Diagram of the Shared-Memory Switch Concept
- Figure 6. Simplified
Diagram of the Hybrid Switch Concept
- Figure 7. Logical
Depiction of the CompactPCI Packet Switch Backplane (PICMG 2.16)
- Figure 8. Logical
Depiction of the CompactPCI Serial Mesh Backplane (PICMG 2.20)
- Figure 9. A Pictorial
Comparison of the Key Differences between PICMG 3.0 and 2.0
- Figure 10. Isometric
Drawing of the AdvancedTCA (PICMG 3.0) with Key Dimensions
- Figure 11. Logical
Depiction of GigE Mesh Backplane for the AdvancedTCA
- Figure 12. Logical
Depiction of a Dual Star Switch Backplane for the AdvancedTCA
- Figure 13. Physical
and Logical Layout of a Backplane Connector for the AdvancedTCA
- Figure 14. All
of Zone 2 Connectors for the AdvancedTCA Backplane
- Figure 15. An Example
of Modularity in AdvancedTCA-Based Designs
- Figure 16. Nominal
Diagram of a Network Processing Board
- Figure 17. Amalgamation
of Queue Managers and Fabric Interfaces into Traffic Mangers
- Figure 18. Why
Harmonics of 10 Gbps will be the Speed of Choice to Connect Line Cards
- Figure 19. Desktop
Computer Market Shares in 1980 before the Shift to Standard Products
- Figure 20. An MSF-Based
MSPP handling Multiple Protocols
- Figure 21. The
Use of MSF-based MSPPs to Improve Carrier's Networks
- Figure 22. Market
Shares for Worldwide Merchant Fabric Revenue Market in 2003
- Figure 23. How
Standardized Interconnects Could Combine Computing with Networking
- Figure 24. Use
of the PI-40 MSF as the Basis for a MSPP
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