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通信半導体市場の予測

Communications Semiconductor Market Forecast 2015-2020

発行 Linley Group 商品コード 139748
出版日 ページ情報 英文
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通信半導体市場の予測 Communications Semiconductor Market Forecast 2015-2020
出版日: 2016年08月22日 ページ情報: 英文
概要

当レポートでは、通信半導体市場を取り上げ、ネットワークプロセッサー、組み込みマイクロプロセッサー、統合型ベースステーションプロセッサー、サーバーマイクロプロセッサー、およびイーサネットなどの市場予測を提示するとともに、それぞれの市場の動向を概括しています。

著者について

出版社について

エグゼクティブサマリー

第1章 イントロダクション

  • 製品分類とレポートの構成
  • 予測手法
  • 分析概要
    • 組み込みプロセッサーとFPGA

第2章 プロセッサー

  • ネットワークプロセッサー
    • NPU予測の前提条件
    • NPU予測、市場発展促進要因
    • NPU予測、市場発展阻害要因
  • 組み込みマイクロプロセッサー
    • 組み込みマイクロプロセッサー予測の前提条件
    • 組み込みマイクロプロセッサー予測、市場発展促進要因
    • 組み込みマイクロプロセッサー予測、市場発展阻害要因
    • 通信用組み込みマイクロプロセッサー予測の前提条件
    • 通信用組み込みマイクロプロセッサー予測、市場発展促進要因
    • 通信用組み込みマイクロプロセッサー予測、市場発展阻害要因
  • 統合型ベースステーションプロセッサー
    • 統合型ベースステーションプロセッサー予測の前提条件
    • 統合型ベースステーションプロセッサー予測、市場発展促進要因
    • 統合型ベースステーションプロセッサー、市場発展阻害要因
  • サーバーマイクロプロセッサー
    • サーバーマイクロプロセッサー予測の前提条件
    • サーバーマイクロプロセッサー予測、市場発展促進要因
    • サーバーマイクロプロセッサー予測、市場発展阻害要因

第3章 イーサネット

  • イーサネットスイッチング用ASSP
    • 10Gb Eスイッチ予測の前提条件
    • 10Gb Eスイッチ予測、市場発展促進要因
    • 10Gb Eスイッチ予測、市場発展阻害要因
    • 40Gbおよび100Gbイーサネット予測の前提条件
    • 40Gbおよび100Gbイーサネット予測、市場発展・阻害要因
  • イーサネットアダプター用ASSP
    • 10Gb Eクライアント予測の前提条件
    • 10Gb Eクライアント予測、市場発展促進要因
    • 10Gb Eクライアント予測、市場発展阻害要因
  • 10GbイーサネットPHY
    • 10Gb E PHY予測の前提条件
    • 10Gb PHY予測、市場発展・阻害要因

図表リスト

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目次

The market for communications ASSPs has become fragmented across both end-use categories and geographies. In Ethernet, data centers are driving growth while the traditional enterprise market languishes. In broadband, PON is growing rapidly in China while DSL is losing share. Meanwhile, the supply base, once populated by a mixture of startups, midsized companies, and a few big companies has become increasingly concentrated. With more technologies under its roof, the typical chip supplier is better able to integrate system functions into a single chip to lower system cost. With fewer competitors, the supplier is also more likely to avoid the ruinous price wars that once plagued product markets such as DSL. How all these factors come into play affects our outlook for communications semiconductors. Companies seeking to understand these dynamics will benefit from the perspective of the leading group of communications semiconductor analysts.

"Communications Semiconductor Market Forecast 2015-2020" provides the detailed market information needed to sort out the complexities of this market. With this report, chip vendors, investors, and OEMs will readily see how big the mature product markets are and how fast the emerging categories are growing.

Communications semiconductor product categories covered in the report include network processors, 10-, 25-, 40-, 50- and 100-Gigabit Ethernet components, PON and VDSL transceivers, cable modems, network search engines, home-networking chips, and optical-transport ICs. Also included are forecasts for FPGAs, embedded processors, server processors, and integrated base-station processors used in small cells.

The report includes a brief text summary providing analysis of the data and a set of tables for more than a dozen categories of communications semiconductors. The single-user license includes a brief printed document with summary analysis of the data and is packaged with a non-printing PDF that provides market-forecast tables for more than a dozen product categories. The corporate license includes the printed summary as well as a PDF that permits additional copies to be printed. For easier data reuse, the corporate-license edition is packaged with a Microsoft Excel workbook containing all of the data.

Make Informed Decisions

As the leading vendor of analysis for communications silicon, The Linley Group has the expertise to develop a high-quality set of market estimates. Our analyst team applies its extensive experience and network of industry contacts to deliver the quantitative information you need to make informed business decisions.

Whether you are looking for a well-established vendor to source from, a vendor to partner with, or a rising company to invest in, this report will cut your research time and save you money. Order "Communications Semiconductor Market Forecast" today.

This report is written for:

  • Product managers and executives seeking to identify product markets in which to invest or divest.
  • Strategic sourcing professionals and engineers at OEMs seeking information about pricing and other chip-market trends.
  • Investors and financial analysts seeking data to support investment decisions.
  • Public relations professionals seeking to communicate the growth opportunities of their clients.

Executive Summary

The Linley Group has developed forecasts of communications ASSPs for wired applications, embedded microprocessors, and FPGAs using information gathered in its market-share process, from public financials and other public sources, and from reviewing spending and technology trends. This report also includes our forecasts for server processors and integrated base-station processors. The latter category is a new class of chips that combines CPUs and DSPs and serves both traditional macro base stations and small cells. A separate report, Mobile Semiconductor Market Share Forecast, provides forecasts for processors and wireless chips used in mobile clients such as smartphones and tablets.

Through the first half of 2016, the market for chips sold into communications systems was strong, setting up a good year. Wireless infrastructure rebounded from the 2015 inventory correction, and China continued its blistering pace of fiber-to-the-home (FTTH) subscriber additions. Overall, we expect excellent growth in wireline-communications ASSPs in 2016. We expect sales of embedded processors and FPGAs into communications will also show excellent year-over-year growth, but this growth represents only a partial recovery relative to 2014 levels. Overall, we expect communications equipment will consume $12.1 billion in ASSPs, processors, and FPGAs in 2016, up 5.6% from 2015.

We expect growth in all ASSP segments but one in 2016. The exception comes from network processors, which are experiencing customer-specific issues combined with declining access designs. Growth in the largest categories, Ethernet and broadband, will swamp the relatively small decline in NPUs. Driven by large data centers, sales of 10Gbps and faster Ethernet are rising. In broadband, PON is powering 2016 growth while cable remains stable and DSL declines. Within optical transport, OTN continues to grow but legacy Sonet/SDH shipments are plummeting, reducing growth of the category as a whole.

Beyond 2016, the picture changes as Ethernet continues to grow but wired broadband slows. While 10G Ethernet expands beyond the data center, the largest data centers will move to 25G, 50G, and 100G Ethernet. In broadband, China's FTTH infrastructure buildout is nearing completion, and DSL subscribers are moving to FTTH. Wireless operators that have completed initial LTE buildouts will maximize use of existing macro base stations before investing heavily in small cells. LTE deployments in new markets, such as India, will not fully offset the slowdown in China. Still, we see a growing market for integrated base-station processors, which combine CPUs and DSPs, replacing general-purpose DSPs in many designs.

Ethernet chips will provide more than 75% of the communications-ASSP revenue growth from 2015 to 2020, according to our forecast. The hottest trend is the emergence of 25G, 50G, and 100G Ethernet, which are ramping into volume in 2016. Whereas past Ethernet speeds have taken years to reach high volumes, deployments by hyperscale data-center operators will drive much faster growth for these new rates. Enterprise data centers will continue to consume 10G and 40G Ethernet, enabling these speeds to still grow in parallel with 25G/50G/100G Ethernet.

Broadband subscriber growth is leveling off, and with it the number of broadband CPE ports shipped. Fortunately, competition between service providers drives customer churn, helping increase CPE shipments. Competition also fuels network upgrades, again creating demand for new CPE. The increasing complexity of CPE also supports higher average chip prices (ASPs) as gateways support faster data rates and add Wi-Fi capability. Enabling telcos to offer gigabit-class services to compete with cable and fiber, G.fast will emerge as an alternative to VDSL2 in fiber-to-the-distribution-point topologies.

Compared with communications ASSPs, both embedded processors and FPGAs have greater exposure to wireless infrastructure. They also serve large markets outside of communications. Both categories were impacted by the wireless-infrastructure decline in 2015, leading to a rebound in 2016. We expect modest growth for embedded processors over the next five years, but, communications, the largest application for embedded processors, has a mixed outlook. A significant portion of processor sales is for use in base stations, and we expect this segment will decline through the forecast period. On the other hand, we expect embedded-processor revenue from switches, routers, and security equipment will grow substantially.

We track sales of FPGAs into communications and other applications, and both of these categories declined in 2015. The downturn in wireless infrastructure severely impacted FPGA sales into communications equipment, and we do not see a return to 2014's level until 2018. Still, over the longer term, FPGAs will remain popular for remote radio heads in wireless infrastructure as well as for next-generation optical-transport designs in wired infrastructure.

Complementing our comprehensive market-share report, this document provides investors, product-marketing staff, and executives with insight into the state of the communications IC market and key trends. Extending our ongoing coverage of the industry, it outlines both our quantitative estimates and the important assumptions behind them so that readers can better integrate our forecasts with other information they may have.

Table of Contents

List of Figures

List of Tables

About the Authors

About the Publisher

Executive Summary

1 Introduction

  • Product Categorization and Report Organization
  • Forecast Methodology
  • Analysis Overview

2 Processors

  • Network Processors
    • NPU Forecast Assumptions
    • NPU Forecast Accelerators
    • NPU Forecast Inhibitors
  • Embedded Microprocessors
    • Embedded-Microprocessor Forecast Assumptions
    • Embedded-Microprocessor Forecast Accelerators
    • Embedded-Microprocessor Forecast Inhibitors
    • Embedded Processors for Communications Assumptions
    • Embedded Processors for Communications Accelerators
    • Embedded Processors for Communications Inhibitors
  • Integrated Base-Station Processors
    • Integrated Base-Station-Processor Forecast Assumptions
    • Integrated Base-Station-Processor Forecast Accelerators
    • Integrated Base-Station-Processor Inhibitors
  • Server Microprocessors
    • Server-Microprocessor Forecast Assumptions
    • Server-Microprocessor Forecast Accelerators
    • Server-Microprocessor Forecast Inhibitors

3 Ethernet

  • ASSPs for Ethernet Switching
    • Gigabit and Fast Ethernet Assumptions
    • Gigabit and Fast Ethernet Accelerators/Inhibitors
    • 10GbE Switch Forecast Assumptions
    • 10GbE Switch Forecast Accelerators
    • 10GbE Switch Forecast Inhibitors
    • 40-Gigabit and 100-Gigabit Ethernet Forecast Assumptions
    • 40-Gigabit and 100-Gigabit Ethernet Accelerators/Inhibitors
  • ASSPs for Ethernet Adapters
    • 10G - 100G Ethernet Adapter Forecast Assumptions
    • 10G - 100G Ethernet Adapter Forecast Accelerators
    • 10G - 100G Ethernet Adapters Forecast Inhibitors
  • 5G, 10G, and 100G Ethernet PHYs
    • 5G, 10G, and 100G Ethernet PHY Forecast Assumptions

List of Figures

  • Figure 1-1. Taxonomy of wired-communications ASSPs.
  • Figure 1-2. Industry revenue of wired-communications ASSPs by product category, 2015-2020.
  • Figure 1-3. Industry revenue of select general-purpose semiconductors, 2015-2020.
  • Figure 2-1. Industry shipments of network processors by segment, 2015-2020.
  • Figure 2-2. Industry revenue of embedded microprocessors by application, 2015-2020.
  • Figure 2-3. Industry revenue of embedded microprocessors by communications sub-application, 2015-2020.
  • Figure 2-4. Industry revenue of integrated base-station processors by cell size, 2015-2020.
  • Figure 2-5. Industry revenue of server microprocessors by market segment, 2015-2020.
  • Figure 3-1. Industry revenue of Ethernet ASSPs by speed, 2015-2020.
  • Figure 3-2. Industry shipments of Ethernet-switch ports by speed, 2015-2020.
  • Figure 3-3. Industry revenue of ASSPs for Ethernet switching by speed, 2015-2020.
  • Figure 3-4. Industry port-shipments of ASSPs for Ethernet adapters by speed, 2015-2020.
  • Figure 3-5. Industry revenue of ASSPs for Ethernet adapters by speed, 2015-2020.
  • Figure 3-6. Industry shipments of Ethernet-PHY ASSPs by speed/media, 2015-2020.
  • Figure 4-1. Industry port-shipments of ASSPs for broadband CPE by technology, 2015-2020.
  • Figure 4-2. Industry revenue of ASSPs for broadband CPE by technology, 2015-2020.
  • Figure 4-3. Industry port-shipments of ASSPs for broadband infrastructure by technology, 2015-2020.
  • Figure 4-4. Industry revenue of ASSPs for broadband infrastructure by technology, 2015-2020.
  • Figure 5-1. Industry revenue of ASSPs for transport networks (Sonet/SDH, OTN), 2015-2020.
  • Figure 5-2. Industry revenue of network-search-engine ASSPs, 2015-2020.
  • Figure 5-3. Industry revenue from home networking and access ASSPs, 2015-2020.
  • Figure 5-4. Industry revenue of other wired-communications ASSPs, 2015-2020.
  • Figure 5-5. Industry revenue of FPGAs for communications and all other applications, 2015-2020.

List of Tables

  • Table 1-1. Industry revenue of wired-communications ASSPs by product category, 2015-2020.
  • Table 1-2. Industry revenue of select general-purpose semiconductors, 2015-2020.
  • Table 2-1. Industry revenue of network-processors by segment, 2015-2020.
  • Table 2-2. Industry revenue of embedded microprocessors by application, 2015-2020.
  • Table 2-3. Industry revenue of embedded microprocessors by communications sub-application, 2015-2020.
  • Table 2-4. Industry revenue of integrated base-station processors by cell size, 2015-2020.
  • Table 2-5. Industry revenue of server microprocessors by market segment, 2015-2020.
  • Table 3-1. Industry revenue of Ethernet ASSPs by speed, 2015-2020.
  • Table 3-2. Industry shipments of Ethernet-switch ports by speed, 2015-2020.
  • Table 3-3. Industry average ASSP cost per port for Ethernet switches by speed, 2015-2020.
  • Table 3-4. Industry revenue of Ethernet-switch ports by speed, 2015-2020.
  • Table 3-5. Industry port-shipments of ASSPs for Ethernet adapters (MAC and MAC-PHY ICs) by speed, 2015-2020.
  • Table 3-6. Industry ASP of Ethernet-adapter ASSPs by speed, 2015-2020.
  • Table 3-7. Industry revenue of Ethernet-adapter ASSPs by speed, 2015-2020.
  • Table 3-8. Industry port-shipments of PHY ASSPs for Ethernet by speed/media, 2015-2020.
  • Table 3-9. Industry ASP of Ethernet-PHY ASSPs by speed/media, 2015-2020.
  • Table 3-10. Industry revenue of Ethernet-PHY ASSPs by speed/media. 2015-2020.
  • Table 4-1. Industry port-shipments of ASSPs for broadband CPE, by technology, 2015-2020.
  • Table 4-2. Industry ASP of ASSPs for broadband CPE by technology, 2015-2020.
  • Table 4-3. Industry revenue of ASSPs for broadband CPE by technology, 2015-2020.
  • Table 4-4. Industry port-shipments of ASSPs for broadband infrastructure by technology, 2015-2020.
  • Table 4-5. Industry ASP of ASSPs for broadband infrastructure by technology, 2015-2020.
  • Table 4-6. Industry revenue of ASSPs for broadband infrastructure by technology, 2015-2020.
  • Table 5-1. Industry revenue of ASSPs for transport networks (Sonet/SDH, OTN), 2015-2020.
  • Table 5-2. Industry revenue of network-search-engine ASSPs, 2015-2020.
  • Table 5-3. Industry revenue from home networking and access ASSPs, 2015-2020.
  • Table 5-4. Industry revenue of other wired-communications ASSPs, 2015-2020.
  • Table 5-5. Industry revenue of FPGAs for communications and all other applications, 2015-2020.
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