Demand for embedded technology is derived from multiple market segments,
and will accelerate (or decline) at varying rates depending on multiple
internal and external environmental factors
Global Dollar Volume Shipments of Computers-on-Modules & Merchant COM Carriers
Global demand for computers-on-modules (COMs) is expected to increase
rapidly through 2015
According to VDC's supplier research, the worldwide market for
computers-on-modules (COM) is expected to accelerate through 2015, growing
from $380 million in 2010 to approximately $883 million by 2015.
Some embedded suppliers have benefitted from consolidation of the COM
standards for the embedded industry to a common future-proofed standard as
being a potential driver of greater COM adoption.
In addition, VDC research sees nanoETXexpress and other smaller COM Express
compliant technology becoming m ore prevalent in the market over the forecast
period.
Several trends toward system-level solutions including: E enhancements to
graphics, thermal controls and security features, are additional factors that
play a key role in where COMs solutions can be applied. The offering of
encryption and trusted systems also will be key for applications looking
toward focused on COMs-based solutions.
The worldwide market for Merchant COM Carriers will accelerate through 2015,
growing from $52.6 million in 2010 to approximately $212.5 million by 2015.
The 32% projected compound annual growth rate (CAGR) of Merchant COM Carriers
between 2010 and 2015 represents one of the fastest growing embedded
technology segments VDC sizes and forecasts.
Market Segmentation, Estimates & Forecasts
Mezzanine cards and non-intelligent carriers remain a prominent
embedded technology across Americas and EMEA regions
In 2010, approximately 63% of all mezzanine card and non-intelligent carrier
dollar volume shipments were directed to the Americas region.
By 2013, VDC predicts little significant change in approximately 27% to EMEA,
and 10% to APAC. he general geographic dollar volume shipment patterns,
although consumption in the Americas region may fall to under 60% while dollar
volume shipments to EMEA and APAC rise slightly.
A relatively bright spot in the embedded boards landscape is the increasing
demand for COM modules and Merchant COM Carriers, as worldwide spending in
this combined market segment is expected to reach nearly $1.1 billion by 2015,
and grow at a 5-year CAGR of 20.4%.
Also growing, but at a more muted pace, are mezzanine cards and
non-intelligent mezzanine card carriers which are predicted to slightly exceed
a combined $367 million in total global spending by 2015. Based on extensive
supplier research, VDC expects the 2010-2015 CAGR for mezzanine cards and
non-intelligent mezzanine card carriers at approximately 9.65%.
In addition to the increase in absolute computational power, even more
challenges will be placed in 2012 and beyond on industrial and commercial
application designers to reduce power consumption and overall form-factor
size, which renders somewhat obsolete traditional single core and even
traditional discrete multiprocessor approaches.
Table of Contents
Executive Summary
Page 8 VDC's research coverage and analysis examines a number of market
segments along three primary dimensions
Page 9 Global demand for computers-on-modules (COMs) expected to increase
rapidly through 2015
Page 10 The market adoption of COM Express (basic and extended) predicted
to accelerate over the forecast period
Page 11 Global demand for mezzanine cards and non-intelligent carriers
expected to increase modestly through 2015
Page 12 Worldwide demand for all mezzanine card architectures expected to
grow at a 5-year CAGR of nearly 10%
Page 13 Demand for mezzanine cards and computers-on-modules (COMs)
growing, particularly for rugged military and aerospace solutions, industrial
automation, next-generation communications and networking enablement
Scope & Methodology
Page 15 Embedded hardware, systems and services research methodology
Market Overview
Page 17 Demand for embedded technology derived from multiple market
segments will accelerate / decline at varying rates depending on multiple
internal / external environmental factors
Market Segmentation, Estimates & Forecasts
Page 19 Global demand for computers-on-modules (COMs) expected to increase
rapidly through 2015
Page 20 COMs modules and Merchant COM Carriers remain prominent embedded
technology, particularly across EMEA region
Page 21 Distribution and sales channels for COM modules and Merchant COM
Carriers dependent on skilled direct field sales team
Page 22 Equipment OEMs and system integrators are primary customer types
for COM modules and Merchant COM Carriers
Page 23 COM modules traditionally found in industrial automation markets
and, increasingly, medical devices
Page 24 COM modules within communications sub-segments typically found in
service delivery/application edge applications
Page 25 COM modules utilize range of Intel-based processors, including
Atom predicted to achieve 30% penetration rate by 2013
Page 26 The use of dual and quad processor cores in COM modules will
accelerate through 2013
Page 27 The percentage of COM modules shipped with operating systems
expected to rise through 2013
Page 28 Linux (all variants) gaining in popularity as an operating system
and predicted to reach 33% by 2013
Page 29 The PCIe standard becoming increasingly popular with designers due
to its lower pin count and faster speed
Page 30 Audio and video among the features increasingly being integrated
into COM modules
Page 31 COM modules: COM architectures / form factors, 2010 and 2013
Page 32 The market adoption of COM Express (basic and extended) predicted
to accelerate over the forecast period
Page 33 The vast majority of COM Express module pin-out types will be Type
2 through 2013
Page 34 The primary vertical segments for COM Express modules include
industrial automation, gaming, and medical
Page 35 COM Express modules used in the communications submarkets include
service delivery/application edge
Page 36 Acceleration of nanoETXexpress largely driven by industrial
automation, medical, and gaming applications
Page 37 Between 2010 and 2013, the majority of Merchant COM Carriers
custom or application-specific
Page 38 Approximately 48% of all merchant COM carrier dollar volume
shipments motherboard-based by 2013
Page 39 Kontron dominates this segment of the embedded hardware market
with approximately 34% share
Page 40 Global demand for mezzanine cards and non-intelligent carriers
expected to increase modestly through 2015
Page 41 Mezzanine cards and non-intelligent carriers remain a prominent
embedded technology across Americas and EMEA regions
Page 42 The majority of mezzanine card and non-intelligent carrier dollar
volume shipments made to equipment OEMs
Page 43 Sales and distribution of mezzanine cards and non-intelligent
mezzanine carriers remain predominantly through direct sales team
Page 44 Mezzanine cards primarily used in communications and military
applications through 2013
Page 45 Mezzanine cards deployments evenly distributed between converged
core and service delivery/application edge
Page 46 By 2013, approximately 62% of all mezzanine cards no longer
require an additional processor onboard
Page 47 Mezzanine cards that add networking and communications
functionality continue to proliferate through 2013
Page 48 Multi-core Intel (and other x86) and FPGAs remain primary
processor types onboard mezzanine cards through 2013
Page 49 Mezzanine card suppliers indicate Linux and VxWorks continue to be
operating systems of choice
Page 50 PCI Express and RapidIO considered most favored high-performance
digital signal processing and interconnect solutions
Page 51 Worldwide demand for all mezzanine card architectures expected to
grow at a 5-year CAGR of nearly 10%
Page 52 AMCs and PMCs expected to represent 68% of total market by 2013
Page 53 Size, weight and power considerations create demand for PMC cards
in military and aerospace applications
Page 54 XMC mezzanine cards continue to support variety of rugged,
deployed embedded systems for military and defense
Page 55 FMC technology well-suited for high-speed military applications,
signals intelligence, and electronic countermeasures
Page 56 Among the most mature mezzanine cards, demand for Industry Pack
predicted to decline through 2013
Page 57 Demand for AMC, form factor predicted to double between 2010 and
2013, driven by communications and networking vertical segment's adoption of
ATCA
Page 58 Embedded suppliers see VME and variants remain most prominent bus
architecture through 2013
Page 59 Embedded suppliers see VME and variants remain the most prominent
bus architecture through 2013
Page 60 VME SBCs continue to be predominantly enabled through PMC and XMC
sites through 2013
Page 61 CompactPCI SBCs continue to be predominantly enabled through PMC
mezzanine sites through 2013
Page 62 ATCA CPU Blades continue to be predominantly enabled through AMC
mezzanine sites through 2013
Page 63 Mercury Computer captured 12.9% of worldwide mezzanine card and
non-intelligent carrier market in 2010
Summaries & Observations
Page 65 Demand for mezzanine cards and computers-on-modules (COMs)
growing, particularly for rugged military and aerospace solutions, industrial
automation, next-generation communications and networking enablement
LIST OF EXHIBITS
Mezzanine Cards and Non-Intelligent Mezzanine Carriers
Exhibit I-1 Total Global Market, Mezzanine Cards and Non-Intelligent
Mezzanine Card Carriers, 2010-2015 (US$ in Millions)
Exhibit I-2 Mezzanine Cards and Non-Intelligent Mezzanine Carriers,
Normalized Growth Curves, 2010-2015 (Dollar Volume Shipments normalized to
2010 levels)
Exhibit I-3 Mezzanine Cards and Non-Intelligent Mezzanine Carriers,
Geographic Distribution, 2010 &2013 (% of Dollar Volume Shipments)
Exhibit I-4 Mezzanine Cards and Non-Intelligent Mezzanine Carriers,
Distribution / Sales Channels, 2010 & 2013 (% of Dollar Volume Shipments)
Exhibit I-5 Mezzanine Cards and Non-Intelligent Mezzanine Carriers,
Customer Classes, 2010 & 2013 (% of Dollar Volume Shipments)
Exhibit I-6 Mezzanine Cards and Non-Intelligent Mezzanine Carriers,
Vertical Markets, 2010 & 2013 (% of Dollar Volume Shipments)
Exhibit I-7 Mezzanine Cards and Non-Intelligent Mezzanine Carriers,
Communications Market Sub-Segments, 2010 & 2013 (% of Dollar Volume Shipments)
Exhibit I-8 Mezzanine Cards, Processor vs. Non-Processor, 2010 & 2013 (%
of Dollar Volume Shipments)
Exhibit I-9 Mezzanine Cards, Functional Types, 2010 & 2013 (% of Dollar
Volume Shipments)
Exhibit I-10 Processor Mezzanine Cards, Primary Processor Types, 2010 &
2013 (% of Dollar Volume Shipments)
Exhibit I-11 CPU / NPU Mezzanine Cards, Number of Cores, 2010 & 2013 (% of
Dollar Volume Shipments)
Exhibit I-12 CPU / NPU Mezzanine Cards, Multiple Processor Use, 2010 &
2013 (% of Dollar Volume Shipments)
Exhibit I-13 Mezzanine Cards, Estimated Host Operating System Use, 2010 &
2013 (% of Dollar Volume Shipments)
Exhibit I-14 Mezzanine Cards, High-Speed Serial Card-to-Carrier
Interconnect, 2010 & 2013 (% of Dollar Volume Shipments)
Exhibit I-15 Mezzanine Cards, Mezzanine Architectures, 2010-2015 (US$ in
Millions)
