Upload
doandan
View
216
Download
2
Embed Size (px)
Citation preview
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
G-fast Chips: Market Shares, Strategies, and Forecasts, Worldwide, 2014 to 2020
Mountains of Opportunity
Picture by Susan Eustis
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
Lexington, Massachusetts
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
CHECK OUT THESE KEY TOPICS
G-fast Chips: A Copper Infrastructure is Able to Provide 24x7 Broadband,
Consistent, Stable End of Line Last Mile of Broadband Communications
G.fast G.fast Vectoring DSL Vectoring
DSL Digital Subscriber Line
DSL Chips Access P roviders G.fast Vectoring
Broadband Telecom
Copper plant Fiber to the Neighborhood
DSLAM End to End Optical
Broadband Networks Data And Video Traffic Mixed Signal Integrated
Circuit ADSL VDSL
DSL xDSL
Digital Subscriber Line (DSL) Data And Video Traffic
Flexible Network Interfaces FTTH
Advanced Bonding
G.fast Implements Tuning Copper Broadband Network Infrastructure
G.fast Chips: Market Shares, Strategies, and Forecasts, Worldwide,
2014-2020
LEXINGTON, Massachusetts (November 1, 2014) – WinterGreen Research announces that it has
published a new study G.fast Chips: Market Shares, Strategy, and Forecasts, Worldwide, 2014 to 2020.
The 2014 study has 256 pages, 109 tables and figures. Worldwide G.fast Chip markets are increasingly
diversified, poised to achieve significant growth as broadband is used in every industry segment.
End to end broadband networks leverage a combination of optical infrastructure in the long haul and
copper infrastructure in the last few meters from the distribution box to the home. Fiber has had rapid
advance but does not work in the end, it is too expensive to the home. FTTH is too expensive and DSL
continues to be a viable alternative, with DSL set to be replaced at the high end initially by G.fast.
Copper based broadband technologies promise to last for a long long time. Though for many years
FTTH has threatened to make xDSL obsolete, this has not proven to be the case.
Broadband Internet is used in all corners of the world. It is set to be used by everyone by 2025. There is
a lot left to be done. Networking services company Akamai says the second quarter of 2014 marks the
first time the global average broadband speed jumped over the 4-megabit mark.
South Korea occupies the top broadband user category in both average bandwidth (24.6 megabits) and
proportion of the population on a broadband connection (95 percent, tied with Bulgaria). Smaller
islands, the Philippines, countries with lots of rural areas, like India, are struggling to deliver useful
speeds.
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
The U.S. falls behind East Asia, ranking somewhere in the middle, with the Nordic countries, in terms of
broadband speed and penetration. Inside the U.S., Delaware appears well equipped with broadband —
the Mid-Atlantic state ranked first in every category: average speed, peak speed, connectivity and even
"4K readiness," referring to the 15 megabit speed that can handle ultra high-def broadcasts. The slowest
US state is Arkansas.
Copper represents an installed infrastructure worth trillions and too expensive to just replace. Fiber is
too expensive to use it to replace all the copper. FTTH DSL and G.fast, the copper works in many cases
and does not need to be re3placed. xDSL markets will be strong for some long time to come as copper
remains a transport line.
G.fast leverages copper infrastructure that is everywhere in the telecommunications network. Copper
provide connectivity to all residences. Copper is still the primary wireless backbone transport means,
meaning it continues to be vital as new wireless systems continue to expand their markets. It
predominates in the local loop, creating demand for systems that are able to support high speed signal
transport over copper wire.
Copper based broadband is and will remain for the foreseeable future, the dominant broadband access
technology across the globe. Broadband service providers who rely on copper loops for broadband
access have to improve broadband performance and extend its life. Choices between DSL technologies
and G.fast are based on cost. Fiber technologies are used to come to the curb. DSL and G.fast
represent a hybrid rooted in a network planning.
According to Susan Eustis, lead author of the WinterGreen Research team that prepared the study, “The
opportunity to participate in G.fast Chips markets is compelling. G.fast provides the ability to leverage
outdated copper infrastructure to breathe new life into existing investment. This market is evolving as
new G.fast technology and vectoring are implemented. Growth in this market based on technical
breakthroughs and innovation. Technology platforms are rapidly evolving.”
Consideration of G.fast chips market forecasts indicates that markets at $31 million in 2014 will reach
$2.9 billion by 2020. Growth comes as every industry achieves leveraging broadband to make social
media and smart phones work to grow the business. G.fast is able to make the benefits of broadband
available to consumers and support network flexibility for consumers, data centers, and cell tower
backbone communications. G.fast networks are flexible and support broadband that is able to reach
WinterGreen Research is an independent research organization funded by the sale of market research
studies all over the world and by the implementation of ROI models that are used to calculate the total
cost of ownership of equipment, services, and software. The company has 35 distributors worldwide,
including Global Information Info Shop, Market Research.com, Research and Markets, electronics.ca,
Bloomberg, and Thompson Financial. WinterGreen Research is positioned to help customers facing
challenges that define the modern enterprises.
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
The increasingly global nature of science, technology and engineering is a reflection of the
implementation of the globally integrated enterprise. Customers trust wintergreen research to work
alongside them to ensure the success of the participation in a particular market segment.
WinterGreen Research supports various market segment programs; provides trusted technical services
to the marketing departments. It carries out accurate market share and forecast analysis services for a
range of commercial and government customers globally. These are all vital market research support
solutions requiring trust and integrity.
Key words:, G.fast, G.fast vectoring, DSL, Digital Subscriber Line, DSL Chips, G.fast, DSL Vectoring, Access P roviders, G.fast Vectoring, Broadband,
Telecom, Copper plant, Fiber to the Neighborhood, DSLAM, End to End Optical Broadband Networks, Data And Video Traffic, Mixed Signal
Integrated Circuit, ADSL, VDSL, DSL, xDSL, Digital Subscriber Line (DSL), Data And Video Traffic, Flexible Network Interfaces, FTTH, Advanced
Bonding, ,
Companies Profiled
Selected Market Leaders
Broadcom Lantiq Ikanos Sckipio
Market Participants
Analog Devices
Arris
Broadcom
BroadLight
Cavium
Freescale Semiconductor
Ikanos
Infineon Technologies
IXYS Integrated Circuits
Division
Lantiq
Marvell
MediaTek / Ralink Technology
PMC-Sierra
Pulse
Sckipio
Shantou New Tideshine
Electron
Shenzhen Chaoyue Electronics
Co., Ltd.
Shenzhen Sky Foundation
Shenzhen Tianxiaowei
Electronics Co., Ltd.
ZTE
, Robotic Harvesters, Economies of Scale, Powering Robotic Tractor
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
G.fast Chips: Market Shares, Strategies, and Forecasts, Worldwide, 2014 to 2020
Report Methodology
This is the 615th report in a series of primary market research reports that provide forecasts in
communications, telecommunications, the Internet, computer, software, telephone equipment, health
equipment, and energy. Automated process and significant growth potential are priorities in topic selection.
The project leaders take direct responsibility for writing and preparing each report. They have significant
experience preparing industry studies. Forecasts are based on primary research and proprietary data bases.
This G.fast Chip study is based on tracking integration software and dynamic processing that provides
significant insight into the technology of copper network infrastructure. Experience implementing cloud
computing and mobile systems for different OS using the G.fast Chips has been evaluated in many different
contexts. Evaluation of the changes brought to the supply chain and transaction processing by the Internet
are among factors that contribute to development of triangulation regarding market forecasts for the sector.
The primary research is conducted by talking to customers, distributors and companies. The survey data is
not enough to make accurate assessment of market size, so WinterGreen Research looks at the value of
shipments and the average price to achieve market assessments. Our track record in achieving accuracy is
unsurpassed in the industry. We are known for being able to develop accurate market shares and projections.
This is our specialty.
The analyst process is concentrated on getting good market numbers. This process involves looking at the
markets from several different perspectives, including vendor shipments. The interview process is an essential
aspect as well. We do have a lot of granular analysis of the different shipments by vendor in the study and
addenda prepared after the study was published if that is appropriate.
Forecasts reflect analysis of the market trends in the segment and related segments. Unit and dollar
shipments are analyzed through consideration of dollar volume of each market participant in the segment.
Installed base analysis and unit analysis is based on interviews and an information search. Market share
analysis includes conversations with key customers of products, industry segment leaders, marketing
directors, distributors, leading market participants, opinion leaders, and companies seeking to develop
measurable market share.
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
Over 200 in depth interviews are conducted for each report with a broad range of key participants and
industry leaders in the market segment. We establish accurate market forecasts based on economic and
market conditions as a base. Use input/output ratios, flow charts, and other economic methods to quantify
data. Use in-house analysts who meet stringent quality standards.
Interviewing key industry participants, experts and end-users is a central part of the study. Our research
includes access to large proprietary databases. Literature search includes analysis of trade publications,
government reports, and corporate literature.
Findings and conclusions of this report are based on information gathered from industry sources, including
manufacturers, distributors, partners, opinion leaders, and users. Interview data was combined with
information gathered through an extensive review of internet and printed sources such as trade publications,
trade associations, company literature, and online databases. The projections contained in this report are
checked from top down and bottom up analysis to be sure there is congruence from that perspective.
The base year for analysis and projection is 2010. With 2010 and several years prior to that as a baseline,
market projections were developed for 2014 through 2020. These projections are based on a combination of a
consensus among the opinion leader contacts interviewed combined with understanding of the key market
drivers and their impact from a historical and analytical perspective. The analytical methodologies used to
generate the market estimates are based on penetration analyses, similar market analyses, and delta
calculations to supplement independent and dependent variable analysis. All analyses are displaying selected
descriptions of products and services.
This research includes reference to an ROI model that is part of a series that provides IT systems financial
planners access to information that supports analysis of all the numbers that impact management of a product
launch or large and complex data center. The methodology used in the models relates to having a
sophisticated analytical technique for understanding the impact of workload on processor consumption and
cost.
WinterGreen Research has looked at the metrics and independent research to develop assumptions that
reflect the actual anticipated usage and cost of systems. Comparative analyses reflect the input of these
values into models.
The variables and assumptions provided in the market research study and the ROI models are based on
extensive experience in providing research to large enterprise organizations and data centers. The ROI models
have lists of servers from different manufacturers, Systems z models from IBM, and labor costs by category
around the world.
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
This information has been developed from WinterGreen research proprietary data bases constructed as a
result of preparing market research studies that address the software, energy, healthcare,
telecommunications, and hardware businesses.
YOU MUST HAVE THIS STUDY
Table of Contents
G.fast Chips Executive Summary
The study is designed to give a comprehensive overview of the G.fast 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.
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 32 1. DSL CHIP MARKET DYNAMICS AND MARKET DESCRIPTION 34
1.1 Digital Subscriber Line (DSL) Chips 34 1.1.1 Demand for Broadband Services and Market Opportunities for Service Providers 35
1.1.2 High-Performance Communications Processing 35
1.1.3 Key Benefits of DSL Technology 37
1.1.4 Improving Time-To-Market With Programmable Systems-Level Products 37
1.1.5 DSL Provides Cost-Effective, High-Performance Transmission Over Existing Copper Lines 38
1.1.6 End-to-End DSL Products 38
1.2 Stability Of Global Credit And Financial Markets 40
1.3 DSL Design Wins 41 1.3.1 Semiconductor Components 41
1.4 Communications Industry 42 1.4.1 Carrier Networking 44
1.4.2 Enterprise Networking 46
1.4.3 Cloud Computing 48
1.4.4 Increasing Demands for "Next-Generation Networking" Integrated Circuits 48
1.5 Communications Strategy 50
1.6 Internet And Wireless Dominate Communications Technology 51 1.6.1 Optical Networks 52
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
1.6.2 Data And Video Traffic Being Added In Abundance To Voice Traffic 53
1.6.3 Semiconductor Companies Design DSL 53
1.7 Storage Industry 54
1.8 Mixed Signal Integrated Circuit Market 56 1.8.1 Network Access Last Mile Of Telecommunications Network 56
1.8.2 Metropolitan Area Networks 57
1.8.3 Internet 58
1.9 Signal Processing 58
1.10 Product Positioning 60 2. DSL AND G.FAST CHIPS MARKET SHARES AND MARKET FORECASTS 62
2.1 End To End Broadband Networks 62 2.1.1 DSL Set To Give Way To G.Fast 65
2.1.2 Vendor DSL and G.Fast Positioning 67
2.1.3 Data And Video Traffic Surpass Voice Traffic 69
2.2 DSL Chip Market Shares 70 2.2.1 Sckipio G.Fast Gigabit Ultra Broadband 73
2.2.2 Broadcom 73
2.2.3 Ikanos74
2.2.4 Ikanos Shipments 74
2.2.5 Ikanos VDSL 75
2.2.6 Lantiq Broadband Solutions 75
2.2.7 MediaTek / Ralink / Trendchip 75
2.3 DSL Chip Market Forecasts 76 2.3.1 G.fast and Digital Subscriber Line (DSL) Market Forecasts 79
2.3.2 G.fast Chip Market Shipments Forecasts 83
2.3.1 G.fast Modem Chipsets 87
2.3.2 Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars88
2.3.3 Broadband DSL and G.fast Chip Market Forecasts, Low End, Mid Range, and High End Units and Dollars 90
2.3.4 DSL and G.fast High-End Market Forecasts 91
2.3.5 DSL and G.fast Chip Mid-Range Market Shipments Forecasts 93
2.3.6 DSL and G.fast Low-End Market Forecasts 95
2.3.7 Broadband DSL and G.fast Chip Market Forecasts, Low End, Mid-Range, and High End 97
2.3.8 Broadband Subscriber Analysis 101
2.3.9 DSL Subscriber Forecasts 105
2.3.1 Digital Subscriber Line (DSL) Subscriber Markets 107
2.3.2 U.S. Broadband Connections 110
2.3.3 US's Providers AT&T and Verizon Begin Retracting From The DSL Market 110
2.3.4 Impact of Fiber on DSL 112
2.3.5 Ethernet 113
2.4 Research and Development 116
2.5 G.fast and DSL Chip Applications 118
2.6 G.Fast / DSL Chip Prices 120
2.7 DSL Chip Regional Market 128 2.7.1 DSL Regional Market Analysis 130
2.7.2 xDSL and G.fast Connections 131
2.7.3 Video Industry Is Undergoing Fundamental Changes 132
2.7.4 DSL Component Shipments by Vendor by Region 134
2.7.5 China 135
3. DSL AND G.FAST CHIPS: PRODUCT DESCRIPTION 136
3.1 Sckipio G.Fast 136 3.1.1 G.fast Chipsets Sckipio Creates New Era of Affordable Gigabit Ultra Broadband 136
3.1.2 FTTH vs. G.Fast Costs for Services Providers 136
3.1.3 Sckipio G.fast Devices 138
3.1.4 Lantiq Residential Gateway Reference Design Based on Sckipio G.fast Solution 138
3.2 Broadcom 139 3.2.1 Broadcom BCM6519 Multi-DSL Transceiver 141
3.2.2 Broadcom BCM6529 Low Power Dual-Channel Analog Front End Device 142
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
3.2.3 Broadcom BCM65300 VDSL2 G.Vector Central Office SoC 143
3.2.4 Broadcom BCM65x00 Family Central Office High Density Multi-DSL Chipset 144
3.2.5 Broadcom BCM6515 High-Performance VoIP Digital Signal Processor 147
3.2.6 Broadcom xDSL CPE Solutions 148
3.2.7 BCM63168 xDSL Integrated Access Device SoC 152
3.2.8 BCM6338 ADSL2+ Router Solution 153
3.2.9 BCM6348 Single-Chip ADSL2+ CPE Chip 153
3.2.10 BCM6358 Single-Chip ADSL2+ Integrated Access Device Solution 154
3.2.11 BCM6362 Single-Chip IAD with Integrated ADSL2+, 802.11n and DECT 155
3.2.12 BCM6368 Residential VDSL2/ADSL2+ Gateway Solution 157
3.3 Lantiq 158 3.3.1 Lantiq VDSL2 158
3.3.2 Lantiq - VINAX™ V3 Architecture 160
3.3.3 Lantiq One Chip Solution VRX220 Carrier xDSL Entry Gateway Solution 161
3.3.4 Lantiq XWAY™ VRX200 163
3.3.5 Lantiq XWAY™ VRX288 / VRX208 163
3.3.6 Lantiq XWAY™ VRX268 / VRX208 163
3.3.7 Lantiq CONVERGATE™ 164
3.3.8 Lantiq MELT 164
3.3.9 Lantiq VINETIC™-LTC 164
3.3.10 Lantiq Smart SLIC™-T 165
3.3.11 Lantiq XWAY™ DANUBE 165
3.4 Ikanos 165 3.4.1 Ikanos Chipsets for Central Office and Customer Premises Equipment 167
3.4.2 Ikanos Chipsets for Central Office Equipment 169
3.4.3 Ikanos Chipsets for Customer Premises Equipment 169
3.4.4 • Ikanos Velocity™ A/VDSL CO Chipset 170
3.4.5 Ikanos Accelity™-2+ 8-Port VDSL2 Central Office Chipsets 172
3.4.6 Ikanos’ Accelity™ DA87781 VDSL2 CPE Chipset 175
3.4.7 Ikanos Fx™-5 CO 177
3.4.8 Ikanos Orion™ Plus CX98124-11Z 180
3.4.9 Ikanos’ Orion™ Plus Four-Channel Single-Pair High-Speed Digital Subscriber Line (SHDSL) Chipset180
3.4.10 Ikanos Fusiv Vx185/183 182
3.5 Analog Devices 186 3.5.1 Analog Devices VDSL Deployment Configurations 187
3.5.2 Analog Devices Data Rates And Spectrum Allocation 189
3.5.3 Analog Devices VDSL Data Rates 190
3.6 Google 195 3.6.1 Google Developing Method For Operating A Vectored VDSL Line Group 196
3.6.2 Google Addresses DSL Vectoring 197
3.7 MediaTek xDSL(Ralink) / Trendchip 199
3.8 IXYS Integrated Circuits 201 4. DSL CHIP TECHNOLOGY 202
4.1 Google DSL Memory Efficiency 202 4.1.1 Google Approach to Vectoring Mitigation Of Crosstalk Inherent In Twisted-Pair DSL Networks 202
4.1.2 Google Approach to Changing DSL Characteristics and Operating Conditions 203
4.1.3 Google DSL Non-Uniform Symbol Usage Distribution 203
4.2 Gigabit (or 1,000 Mbps) FTTP Deployments 204
4.3 VDSL G.Fast and Vectoring 2.0 206 4.3.1 G.fast – Uses 106mhz Of Phone Wire Spectrum To Deliver Gigabit Broadband 207
4.3.2 G.fast – Uses 106mhz Of Wire Spectrum To Deliver Gigabit Broadband 209
4.4 Copper Pair Bonding 212 4.4.1 DSL Vectoring 213
4.4.2 G.Fast & FTTdp Model From Lantiq 214
4.4.3 Germany Puts Off Vectoring Another Six Months 215
4.4.4 G.FAST At Hundreds Of Meg Demoed By British Telecom & Huawei 215
4.4.5 France Telecom Wants Fiber To The Basement, Not All The Way Home 215
4.4.6 Broadcast / G.Fast Interference 216
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
4.4.7 Vectoring Costs From $300 (Dense) To $1500 (Fiber To The Farm) 217
2.8 Cost Dynamics Of Deploying Fiber 217 4.4.8 xDSL REPEATERS 218
4.4.9 G.fast 218
4.4.10 Production-Ready G.hn/G.now 221
4.5 Delivering Video-Intensive Services 221
4.6 VDSL vs. Cable 222
4.7 Ikanos Technologies 225 4.7.1 Advanced Bonding Capabilities 226
4.7.2 Flexible Network Interfaces 226
4.8 Ikanos NodeScale™ Vectoring 226 4.8.1 Ikanos Quality Video (iQV) technology 227
4.9 Telecommunications and DSL Standards Organizations 236 4.9.1 ATIS 236
4.9.2 Broadband Forum 236
4.9.3 ETSI 237
4.9.4 FSAN 237
4.9.5 Home Gateway Initiative 238
4.9.6 The International Telecommunications Union 239
4.9.7 TTC 239
4.9.8 UNH-IOL 239
4.9.9 The FTTH Council Europe 240
4.9.10 The FTTH Council Asia-Pacific 240
4.9.11 The Broadband Forum 241
4.9.12 Home Gateway Initiative 241
4.9.13 Communications Standards Bodies: 241
5 DSL CHIP COMPANY PROFILES 244
5.1 Analog Devices 244 5.1.1 Analog Devices Focus On Key Strategic Markets 245
5.1.2 Analog Devices Broad Line Of High-Performance ICs 247
5.1.3 Analog Devices Digital Signal Processing Products 247
5.1.4 Analog Devices Revenue 248
5.1.5 Analog Devices Revenue Trends by End Market 251
5.1.6 Analog Devices Industrial – 251
5.1.7 Analog Devices Automotive – 251
5.1.8 Analog Devices Consumer – 251
5.1.9 Analog Devices Communications – 252
5.1.10 Analog Devices Markets and Applications 252
5.1.11 Analog Devices Industrial and Instrumentation Segments 252
5.1.12 Analog Devices Defense/Aerospace Segment 253
5.1.13 Analog Devices Energy Management Segment 254
5.1.14 Analog Devices Healthcare Segment 255
5.1.15 Analog Devices Automotive Segment 256
5.1.16 Analog Devices Consumer Segment 258
5.1.17 Analog Devices Communications Segment 259
5.1.18 Analog Devices Segment Financial Information and Geographic Information 260
5.1.19 Analog Devices Revenue Trends by Product Type 260
5.1.20 Analog Devices Revenue Trends by Geographic Region 260
5.2 Arris 261 5.2.1 Arris Revenue 261
5.3 Broadcom 262 5.3.1 Broadcom Broadband Communications Solutions 266
5.3.2 Broadcom Mobile & Wireless (Solutions for the Hand) 266
5.3.3 Broadcom Infrastructure & Networking (Solutions for Infrastructure) 267
5.3.4 Broadcom Customers and Strategic Relationships 267
5.4 BroadLight 268
5.5 Cavium 269 5.5.1 Cavium Customers and Target Markets 271
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
5.6 Freescale Semiconductor 271 5.6.1 Freescale Embedded Innovation 271
5.7 Ikanos 272 5.7.1 Ikanos Outsourcing and Value Chain 273
5.7.2 Ikanos Net Loss 274
5.7.3 Service Provider Platform Deployments 276
5.7.4 Ikanos Revenue 277
5.7.5 Ikanos Acquired from Conexant Systems, its Broadband Access Product Line 280
5.7.6 Ikanos Product Lines 281
5.7.7 Ikanos Solution 282
5.7.8 Key Features of Ikanos Technology 284
5.7.9 Ikanos Major Service Provider Customers 285
5.7.10 Ikanos Service and Support for Customers and Service Providers 287
5.7.11 Sales, Business Development and Product Marketing 288
5.7.12 Ikanos Go to Market Strategy 288
5.7.13 Ikanos / Aricent 288
5.7.14 Ikanos / ASSIA, Inc. 288
5.7.15 Ikanos / Atheros 289
5.7.16 Ikanos / DSP Group 289
5.7.17 Ikanos / D2 Technologies 290
5.7.18 Ikanos / Gatespace 290
5.7.19 Ikanos / Jungo 290
5.7.20 Ikanos / picoChip 291
5.7.21 Ikanos / Ralink 291
5.7.22 Ikanos / SoftAtHome 291
5.7.23 Ikanos / Sunrise Telecom 292
5.7.24 Ikanos / Wintegra 292
5.8 Infineon Technologies 292 5.8.1 Infineon Technologies Revenue 293
5.9 IXYS Integrated Circuits Division 294 5.9.1 IXYS Integrated Circuits Distribution Channels 295
5.9.2 IXYS Integrated Circuits / Clare 295
5.10 Lantiq 296
5.11 Marvell 297
5.12 MediaTek / Ralink Technology 298 5.12.1 MediaTek / Ralink / Trendchip xDSL 300
5.12.2 MediaTek xDSL(Ralink) 302
5.13 PMC-Sierra 0
5.14 Pulse 0
5.15 Sckipio 0
5.16 Shantou New Tideshine Electron 1
5.17 Shenzhen Chaoyue Electronics Co., Ltd. 2
5.18 Shenzhen Sky Foundation 2
5.19 Shenzhen Tianxiaowei Electronics Co., Ltd. 3
5.20 ZTE 3 5.20.1 ZTE Revenue 5
5.21 Other xDSL Chip Based Products and Market Participants 6
List of Tables and Figures
Table ES-1 26
DSL G.Fast Chip Market Driving Forces 26
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
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, 2013 31
Figure ES-5 33
DSL and G.Fast Chip Market Shipments Forecasts Dollars, Worldwide, 2014-2020 33
Figure 1-1 36
DSL / FTTx Speeds 36
Table 1-2 59
Highly-Integrated Chip Solutions 59
Table 1-3 60
Digital DSL Product Positioning 60
Table 1-4 61
Digital DSL Advantages 61
Table 2-1 66
DSL G.Fast Chip Market Driving Forces 66
Table 2-2 67
Vendor DSL and G.Fast Competitive Positioning Factors 67
Figure 2-3 70
Global Voice vs. Data Traffic 70
Figure 2-4 71
DSL Chip Market Shares, Dollars, 2013 71
Table 2-5 72
DSL Component Shipments Dollars, Worldwide, 2013 72
Figure 2-6 77
DSL and G.Fast Chip Market Shipments Forecasts Dollars, Worldwide, 2014-2020 77
Table 2-7 78
Broadband DSL and G.fast Chip Market Forecasts, Dollars Worldwide, 2014-2020 78
Figure 2-8 80
DSL Chip Market Shipments Forecasts Dollars, Worldwide, 2014-2020 80
Figure 2-9 81
DSL Chip Unit Forecasts, Number, Worldwide, 2014-2020 81
Table 2-10 82
Broadband DSL and G.fast Copper Broadband Infrastructure Market Forecasts, Units Worldwide, 2014-2020 82
Figure 2-11 84
G.fast Chip Market Shipments Forecasts Dollars, Worldwide, 84
2014-2020 84
Figure 2-12 86
G.fast Chip Unit Forecasts, Number, Worldwide, 2014-2020 86
Table 2-13 88
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Worldwide, 2014-2020
88
Table 2-14 89
Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units Worldwide, 2014-2020 89
Figure 2-15 91
DSL and G.fast Chip High End Market Shipments Forecasts Dollars, Worldwide, 2014-2020 91
Figure 2-16 92
DSL and G.fast High-End Market Forecasts, Units, Worldwide, 92
2014-2020 92
Figure 2-17 93
DSL and G.fast Chip Mid-Range Market Shipments Forecasts Dollars, Worldwide, 2014-2020 93
Figure 2-18 94
DSL and G.fast Mid-Range Market Forecasts, Units, Worldwide, 94
2014-2020 94
Figure 2-19 95
DSL and G.fast Chip Low End Market Shipments Forecasts Dollars, Worldwide, 2014-2020 95
Figure 2-20 96
DSL and G.fast Low-End Market Forecasts, Units, Worldwide, 2014-2020 96
Table 2-21 97
Broadband DSL and G.fast Chip Market Forecasts, Low End, Mid-Range, and High End Units Worldwide, 2014-2020 97
Table 2-22 98
Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Worldwide, 2014-2020 98
Table 2-23 99
Broadband DSL and G.fast Market Forecasts, Low End, Mid Range, and High End Units and Dollars Percent of Total Shipments
Worldwide, 2014-2020 99
Table 2-24 100
Broadband DSL and G.fast Market Forecasts, Low End, Mid-Range, and High-End Units and Dollars Percent of Total Shipments
Worldwide, 2014-2020 100
Figure 2-25 102
DSL and G.fast Copper Infrastructure Subscriber Forecasts, Number, Worldwide, 2014-2020 102
Figure 2-26 103
G.fast Copper Infrastructure Subscriber Forecasts, Number, Worldwide, 2014-2020 103
Figure 2-27 106
DSL Subscriber Forecasts, Number, Worldwide, 2014-2020 106
Table 2-28 109
Broadband DSL, Cable Modem, Wireless Device, and Fiber to the Home Subscribers Worldwide, 2014-2020 109
Table 2-29 114
Ethernet Market Aspects 114
Figure 2-30 115
Explosion of Protocols 115
Figure 2-31 117
Broadband Services Typical Speed in Mbps 117
Table 2-32 118
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
Broadband Fiber Cost Per Household to Build Out 118
Table 2-33 119
DSL Chip Applications 119
Figure 2-34 129
DSL Regional Market Segments, 2013 129
Table 2-35 130
DSL Regional Market Segments, 2013 130
Table 2-36 134
DSL Component Shipments by Vendor by Region Dollars, Worldwide, 2013 134
Figure 3-1 137
FTTH vs. G.Fast Costs for Services Providers 137
Table 3-2 140
Broadcom DSL Products 140
Table 3-3 141
Broadcom BCM6519 Multi-DSL Transceiver Features 141
Table 3-4 142
Broadcom BCM6529 Low Power Dual-Channel Analog Front End Device Features 142
Table 3-5 144
Broadcom BCM65300 VDSL2 G.vector Central Office SoC Features 144
Table 3-6 145
Broadcom's new BCM65x00 Family Central Office SoC Features 145
Table 3-7 148
Broadcom BCM6515 High-Performance VoIP Digital Signal Processor Features 148
Table 3-8 149
Broadcom Applications 149
Table 3-9 159
Lantiq VINAX™ V3 Key Features 159
Table 3-10 161
Lantiq VDSL Products 161
Table 3-11 162
Lantiq Cost-Optimized Design Functions 162
Figure 3-12 166
Ikanos 496pix_Velocity_Chipset2 166
Table 3-13 168
Ikanos Communications Processors 168
Table 3-14 169
Ikanos DSL Chipsets 169
Figure 3-15 171
Ikanos Velocity Chip Architecture 171
Table 3-16 172
Ikanos Velocity™ A/VDSL CO Chipset Key Features 172
Figure 3-17 173
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
Ikanos Accelity-2+ AD11008 173
Table 3-18 174
Ikanos Accelity-2+ AD11008 Key Features 174
Table 3-19 175
Ikanos Accelity-2+ AD11008 Applications 175
Table 3-20 175
Ikanos Accelity™ DA87781 Applications 175
Table 3-21 176
Accelity DA87781 Family Product Key Features 176
Figure 3-22 178
Ikanos Central Office Architecture 178
Figure 3-23 179
Ikanos DSL System Architecture Block Diagram 179
Figure 3-24 181
Ikanos Orion™ Plus Block Diagram 181
Table 3-25 182
Ikanos Orion™ Plus CX98124-11Z Key Features 182
Table 3-26 184
Ikanos Fusiv Vx185/183 Key Features 184
Figure 3-27 185
Ikanos Fusiv Vx185 System Architecture 185
Table 3-28 186
Analog Devices Very-High-Speed Digital Subscriber-Line (VDSL) Technology Issues 186
Figure 3-29 188
Analog Devices Deployment of VDSL Limited To A Loop Length 188
Table 3-30 190
Analog Devices VDSL Data Rates And Spectrum Allocation 190
Figure 3-31 192
Analog Devices VDSL Frequency Plan For North America 192
Figure 3-32 193
Analog Devices Magnitude Response Of A Bridged-Tap Loop 193
Table 3-33 198
Google Addresses DSL Vectoring 198
Table 3-34 199
MediaTek Product Advantages 199
Table 3-35 200
MediaTek / Ralink Comprehensive Product Portfolio 200
Figure 4-1 205
Network Configurations 205
Figure 4-2 206
Innovation In Copper Supports Fiber to Curb Rollout Leveraging Endpoints Using G.fast 206
Figure 4-3 208
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
G.fast Vectoring 208
Figure 4-4 210
Fiber to the Distribution Point Architecture 210
Figure 4-5 213
Typical DSL Downstream Broadband Capability 213
Figure 4-6 219
G.fast Copper Network Solution 219
Figure 4-7 222
Broadband Services Typical Speed in Mbps 222
Table 4-8 227
Ikanos NodeScale Vectoring Product Key Features 227
Table 4-9 228
Ikanos Quality Video (iQV) technology Key Features 228
Table 5-1 246
Analog Devices Embedded In Electronic Equipment 246
Table 5-2 253
Analog Devices Industrial And Instrumentation Market Applications 253
Table 5-3 254
Analog Devices Defense/Aerospace Products 254
Table 5-4 255
Analog Devices Energy Management Segment Products 255
Table 5-5 256
Analog Devices Healthcare Segment Innovative Technologies 256
Table 5-6 257
Analog Devices Green Automotive Segment 257
Table 5-7 257
Analog Devices Safety Automotive Segment 257
Table 5-8 257
Analog Devices Comfort Automotive Segment 257
Table 5-9 258
Analog Devices Consumer Segment Products 258
Table 5-10 259
Analog Devices Communications Segment Systems 259
Table 5-11 260
Analog Devices Revenue by Regiion 260
Table 5-12 266
Broadcom Broadband Communications Solutions 266
Table 5-13 268
Broadcom Customers and Strategic Relationships 268
Table 5-14 281
Ikanos Product Lines 281
Table 5-15 286
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
Ikanos Works Directly With Various Major Service Providers 286
Figure 5-16 299
MediaTek Revenue 299
Table 5-17 301
MediaTek Industry Leadership 301
Figure 5-18 302
MediaTek Product Portfolio 302
Table 5-19 303
MediaTek Product Advantages 303
Table 5-20 304
MediaTek / Ralink Comprehensive Product Portfolio 304
ABOUT THE COMPANY
WinterGreen Research, research strategy relates to identifying market trends through reading and interviewing
opinion leaders. By using analysis of published materials, interview material, private research, detailed research, social network
materials, blogs, and electronic analytics, the market size, shares, and trends are identified. Analysis of the published materials and
interviews permits WinterGreen Research senior analysts to learn a lot more about markets. Discovering, tracking, and thinking
WinterGreen Research, INC.
REPORT # SH26151663 258 PAGES 109-TABLES AND FIGURES 2014
$3,900 SINGLE COPY -- $7,800 WEB SITE POSTING
about market trends is a high priority at WinterGreen Research. As with all research, the value proposition for competitive analysis
comes from intellectual input.
WinterGreen Research, founded in 1985, provides strategic market assessments in telecommunications,
communications equipment, health care, Software, Internet, Energy Generation, Energy Storage, Renewable energy, and advanced
computer technology.
Industry reports focus on opportunities that expand existing markets or develop major new markets. The reports access
new product and service positioning strategies, new and evolving technologies, and technological impact on products, services, and
markets. Innovation that drives markets is explored. Market shares are provided. Leading market participants are profiled, and
their marketing strategies, acquisitions, and strategic alliances are discussed. The principals of WinterGreen Research have been
involved in analysis and forecasting of international business opportunities in telecommunications and advanced computer
technology markets for over 30 years.
The studies provide primary analytical insight about the market participants. By publishing material relevant to the
positioning of each company, readers can look at the basis for analysis. By providing descriptions of each major participant in the
market, the reader is not dependent on analyst assumptions, the information backing the assumptions is provided, permitting
readers to examine the basis for the conclusions.
About The Principal Authors
Ellen T. Curtiss, Technical Director, co-founder of WinterGreen Research, conducts strategic and market assessments in
technology-based industries. Previously she was a member of the staff of Arthur D. Little, Inc., for 23 years, most
recently as Vice President of Arthur D. Little Decision Resources, specializing in strategic planning and market
development services. She is a graduate of Boston University and the Program for Management Development at
Harvard Graduate School of Business Administration. She is the author of recent studies on worldwide
telecommunications markets, the top ten internet equipment companies, the top ten contract manufacturing
companies, and the Top Ten Telecommunications market analysis and forecasts.
Susan Eustis, President, co-founder of WinterGreen Research is a senior analyst. She has done research in
communications and computer markets and applications. She holds several patents in microcomputing and parallel
processing. She has the original patents in electronic voting machines where she was featured in People Magazine in
1976. She has new patent applications in format varying, mulitprocessing, and electronic voting. She is the author of
recent studies of the Solar Renewable Energy, Wind Energy, Thin Film Batteries, Business Process Management
marketing strategies, Internet equipment, biometrics, a study of Internet Equipment, Worldwide Telecommunications
Equipment, Top Ten Telecommunications, Digital Loop Carrier, Web Hosting, Web Services, and Application Integration
markets. Ms. Eustis is a graduate of Barnard College. Susan Eustis was named as top female executive of the year by
Who’s Who Worldwide in 2012. She was named page one of the top 100 Industry leaders in Who’s Who Worldwide in
2013.