Report: NPU2004: Old Promises Create New Revenues TOC

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

NPU2004: Old Promises Create New Revenues