Abstract
This IDC study examines the wired physical layer and logical layer products
shipping within the data networking, access, optical, voice, and mobile
infrastructure markets. A top-line forecast is shown, segmented by major
application market segment for 2005-2009.
The year 2005 will give T/E, SONET/SDH, and ATM semiconductor suppliers a
reprieve after several consecutive years of market declines. Ultimately, this
opportunity will be short lived. Over the next several years, the convergence
of a simultaneous order of magnitude improvement in end-user communications
bandwidth in both the home and the enterprise and the impetus to move to a
single IP network will quickly pressure both the T/E and ATM markets. The
SONET/SDH market stands alone in its potential to benefit as the effects of
this bandwidth increase ripple through the metro ring.
"Product excellence will no longer be sufficient for leadership in the T/E,
SONET/SDH, and ATM market. Going forward, only those vendors that can deliver
complete data path solutions and provide value at the system level will be able
to capitalize on select growth opportunities, overcome a host of resilient and
focused competitors, and win the battle for tomorrow's converged multipurpose
network." - Ian Eigenbrod, senior analyst, Semiconductors
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