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市場調査レポート
NPU市場（2004年）：新たな収益獲得の実現
NPU2004: Old Promises Create New Revenues
| 発行 |
In-Stat |
| 出版日 |
2004年12月 |
商品コード |
26583 |
| ページ情報 |
英文 64+ Pages |
| 価格 |
|
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当商品の販売は、2011年07月19日を持ちまして終了しました。
Abstract
The NPU market has had its ups and downs over the last few years. However, now it seems the most of the NPU vendors that remain are enjoying some pleasantly healthly growth -- especially for the high-end vendors. A decent portion of these additional revenues are coming from events that could have happened years ago. There is a renewed sense that the recovery is in full swing and OEMs are starting to consider their options again.
While many things have changed over the last few years, the underlying logic behind NPUs helping some OEMs to reach profitability hasnt wavered. Thanks to software suites, the AdvancedTCA, and other recent improvements, the promises made years ago are now easier to fulfill. And this is making a huge difference in the market.
This 64-page report includes a technical overview, complete with detailed P/L models for NPU versus ASIC use, a market overview, and vendor profiles. We took 26 large networking markets and performed a detailed analysis to determine the following forecasts, by market segments:
- TAM Shipments
- ASIC Shipments
- Penetration Rates
- Mid-Range and High-End Shipments, ASPs, and Revenues
Plus, market shares of the overall, Mid-Range, and High-End markets are also included
Table of Contents
- Executive Summary
- Introduction
- Methodology
- Technical Overview
- Definitions & Segmentation
- SONET Technology Review
- What Does "Network Processing" Mean?
- Where Do NPUs Fit Within a Nominal System?
- Why Use NPUs Instead of Other Solutions?
- ASICs versus NPUs
- The Cost of a Mistake
- The Evolving Internet
- How important is software to NPUs?
- Market Overview
- History of the NPU Market
- The Terrorist Attacks
- Evidence of a Turn Around
- Patience is a Virtue
- The Hope of Tomorrow
- Harmonics are the Key
- Network Processor Forecast
- Forecast Process and Assumptions
- Total Available Market (TAM) Forecasts
- ASIC Forecast
- Overall Forecasts
- NPU Revenue Forecast 2003 to 2008
- NPU Shipments Forecast 2003 to 2008
- NPU ASP Forecast 2003 to 2008
- Overall Market Shares
- Summary
- Overall Penetration Rates
- Forecasts by Speed Grade
- Mid-Range NPUs
- High-End NPUs
- Network Processor Vendors
- Mid-Range NPU Vendors
- Agere
- AMCC
- Freescale
- Hifn
- Intel
- Vitesse
- High-End NPU Vendors
- Bay Microsystems
- EZchip
- Intel
- Xelerated
- Summary
- Appendix A: Glossary
List of Tables
- Table 1. Speeds of the SONET and SDH Hierarchy
- Table 2. Cost per Good Die Based on Die Size
- Table 3. Lump Costs for Product Development, ASIC versus NPU
- Table 4. Profit/Loss Model for an ASIC-based Application
- Table 5. Profit/Loss Model for an NPU-based Application
- Table 6. NPU Market Segmentation
- Table 7. Total Available Market Forecast for Medium-Range Sockets, 2003 - 2008(units)
- Table 8. Total Available Market Forecast for High-End Sockets, 2003 - 2008(units)
- Table 9. ASIC Forecast for Medium-Range Sockets, 2003 - 2008(units)
- Table 10. ASIC Forecast for High-End Sockets, 2003 - 2008(units)
- Table 11. Network Processor Revenue Forecast 2003 - 2008, ($M)
- Table 12. Network Processor Shipment Forecast 2003 - 2008 (units)
- Table 13. Network Processor ASP Forecast 2003 - 2008 ($)
- Table 14. Summary of Network Processor Market 2003 - 2008 (units, $, and $M)
- Table 15. Projected Penetration Rates for Merchant MRNs, 2003 - 2008 (units)
- Table 16. Projected Penetration Rates for Merchant HENs, 2003 - 2008 (units)
- Table 17. Summary MRN Forecast 2003 - 2008 (units, $, and $M)
- Table 18. MRN Revenues 2003 - 2008, by Market Segment ($M)
- Table 19. MRN Shipments 2003 - 2008 by Market Segment (units)
- Table 20. Summary of HEN Forecast 2003 - 2008, (units, $, and $M)
- Table 21. HEN Revenues 2003 - 2008, by Market Segment ($M)
- Table 22. HEN Shipments 2003 - 2008, by Market Segment (units)
- Table 23. EZchips Quarterly Revenues for 2003 and 2004
List of Figures
- Figure 1. Overall Forecast for NPUs, 2003 - 2008(k units and $M)
- Figure 2. In-Stat/MDRs Market Segmentation for Network Processors
- Figure 3. The Fundamental Components of an SPE
- Figure 4. The Addition of a New ADM to a Typical MAN
- Figure 5. Types of Processor Architectures and Stage Timing
- Figure 6. Generalized NTC Layout Diagram
- Figure 7. Profitability Curves for NPU-Based and ASIC-Based Applications
- Figure 8. Desktop Computer Market Shares in 1980
- Figure 9. Nominal Volume Curve for a Single NPU Project within a Single Target Market
- Figure 10. Compound Volume Curve for Many NPU Projects with Realistic Project Failures
- Figure 11. Amalgamation of Queue Managers and Fabric Interfaces into Traffic Managers
- Figure 12. A Merchant Silicon-Based MSPP handling Multiple Protocols
- Figure 13. AT&Ts Internet Backbone Map
- Figure 14. Why Harmonics of 10 Gbps will be the Speeds of Choice to Connect Line Cards
- Figure 15. Network Processor Revenue Forecast 2003 - 2008 ($M)
- Figure 16. Network Processor Shipment Forecast 2003 - 2008 (Munits & kunits)
- Figure 17. Market Shares by Revenues for All NPUs (%) for 2003
- Figure 18. Market Shares by Revenues for All NPUs (%) for 1H04
- Figure 19. Market Shares by Revenues for Mid-Range NPUs (%) for 2003
- Figure 20. Market Shares by Revenues for Mid-Range NPUs (%) for 1H04
- Figure 21. Market Shares by Revenues for High-End NPUs (%) for 2003
- Figure 22. Market Shares by Revenues for High-End NPUs (%) for 1H04
- Figure 23. Speed of CPU Trend Against Internet Connection Method
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