A Competitive Analysis of System ICs in Home Networking - 2008 Edition

Abstract

The home networking environment is in one of its largest evolutionary phases. There are significant market drivers creating demand that the typical home network is currently unable to supply. Some Access and LAN technologies are at a pace to keep up with this demand; some are not. The success of IC and SoC solutions will hinge on being aware of this changing environment.

This is a technologies and semiconductor focused study of the trends driving, and the technologies enabling, this changing network landscape through 2012. This report qualitatively and quantitatively presents equipment and ICs categorized by the following technologies:

• Access equipment
  • xDSL (ADSL(2)+, SDSL, VDSL(2))
  • Broadband Cable Access
  • Satellite, 2-Way
  • Fibre-to-the-Premises (FTTP)
  • Broadband Powerline Access
  • Wi-MAX (802.16d & e)
• LAN equipment
  • Dedicated Wiring (Ethernet)
  • Broadband Phoneline
  • Broadband Powerline
  • Broadband Coaxial Cable
  • Wi-Fi (802.11g & n)

The equipment types quantified by Revenues, Units and ASPs are Data Modems, Data Gateways, Integrated Set-top Boxes, Integrated Access Devices, Routers/Bridges, Adapters/NICS, Hubs and other LAN devices. Each technology discussion includes an overview, a market analysis, forecast assumptions and a standards assessment.

The focus penetrates deeper from equipment to ICs, where these technology categories are again used to present the competitive analysis of system ICs in home networking.

• Microprocessors (4/8, 16, 32/64-bit MPUs)
• Microcontrollers (4/8, 16, 32/64-bit MCUs)
• DSP/DSC
• ASICs (Classic and 32-bit MPU Core-based)
• ASSPs (Classic and 32-bit MPU Core-based)
• FPGAs (Classic and 32-bit MPU Core-based)
• Memory (Volatile and Non-Volatile)
• Interconnect standards (as a % of inclusion)

This report also includes a list of over 100 OEM/ODMs, SoC solutions providers and microprocessing component vendors in home networking with a key to which technologies they are currently supporting.