This report is segregated into two main sections:
1. Military & Aerospace
2. Industrial Communications
The report Product focus is exclusive to Semiconductor Timing and RF Filter products and solutions.
The Military and Aerospace sections are focused based upon the specific applications noted in the original Statement of Work (SOW). And the Communications section, is focused upon communications infrastructure and back haul.
The Military and Aerospace markets, while limited to volumes in the 10's of thousands per application, find wide acceptance across multiple platforms both Military and aerospace grade requiremements but Communications infrastructure continues to be the most attractive segment in clocking. It has the highest margins, and the longest revenue lifetime. It has the associated challoenges to meet spec that go along with high value added solutions.
The total available market (TAM) for timing products in communications infrastructure was $1.4B in 2010. The market will grow at a compound annual growth rate (CAGR) of 7.2% to reach $1.86B in 2014. While proliferation has slowed in 2012 and going into 2013, as of the time of this report (March 2013), the trend is moving forward in a positive manner with new base stations and infrastructure implementations picking up by about 2%. China is looking to see the highest level of proliferation, followed by South America, APAC, Eurmea¸and NAM.
Communications infrastructure is a completely different world than the rest of clock market. Compared to consumer and computer applications, communications infrastructure serves different customers in different markets and products must achieve a high technical bar to succeed in these applications. This is a key obstacle for entry, let alone consistency in delivery of precision and ultra-precision class timing solutions that truly add high value.
Communications end products are not as well known as consumer products and computers. You can't go to BestBuy or Yodobashi Camera store to examine and/or purchase your customer's end product. Block diagrams are also harder to come by. It takes deep applications knowledge to understand what timing products to make and extensive market experience to understand where to invest.
New trends in 2013 include more integration of timing functions BY the suppliers this means integration of the fanout/distribution buffer and potentially the resonator, oscillator, frequency generator(s) and a mix of I/O types from a single packaged solution. In filters, we also see integration of amplifiers.
An example is VoIP clock tree's which are typically implemented with an oscillator or synthesizer (using and external xtal) at 125MHz with better than 100ppm, with low phase noise of <1ps RMS (integrated from 1.875MHz to 20 MHz), followed by a fanout/distribution buffer with anywhere from 4 to 22 outputs in LVCMOS... this can become a fully integrated solution IF the supplier uses the fanout buffer package thus enabling the customer without a change in the current pcb a very attractive proposition.
This is exactly why we have developed this report.
To help to enable our client’s success, this report will:
This report segment should be considered as a deep dive into the Communications needs for high valued Timing solutions, and is an adjunct to our main Semiconductor Timing MarketScape reporting and Analysis.
TABLE OF CONTENTS
Contents Preface 2 Table of Contents 3 List of Figures 10 List of Tables 13 List of Equations 14 Scope of Reporting and Analysis; 15 Target Applications for these product categories include; 15
Military and Aerospace; 15 About the SBIR and STTR Programs 17 SBIR and STTR are Three-Phased Programs 17 SBIR/STTR Participating Agencies 17 Definition 18
Applications Within Specific Targeted Market Segments; 20 PGM's & JDAM's 21 Laser Guided Bombs 23 Results and Deployment history for Smart Munitions example 26 Recent Contract Awards 27 SPACE 30 The Spectrum 35
Numbers and applications 36 RF Filters 37 RF Filter Pricing 44 RF Filter TAM Estimates 44
SAW / BAW Based Filter Solutions in Volume 47
Industrial Communications (includes ruggedized systems ) 53
Applications within Mesh networks for wireless backhaul 54 Open solutions: using many connections as a backhaul 54 Moving from wireless backhaul to wired (superior) connections 54 Exception: Microwave superior to copper in some high-tower applications 55 Wiring issues 55 Hardware issues 55 Software issues 55 Cell towers moving from microwave to fiber optic 56 Very long range (including submarine) networks 56
Communications Industry Structure 57 Overview 57 Long-Term Growth 58 What Drives Traffic Growth? 59 Smart Phones Multiply Internet Traffic 59 Video Increases Bandwidth Consumption 62 More Traffic Requires Improved Timing Technology 65
How are 4G and LTE Related? 68 The Difference between 4G and LTE: 68 Frequencies Associated with Different Regions: 71 Data Transfer Speeds for Various Implementations of the Current Standards 72 Support For Voice 72 What is GSM (Global System for Mobile Communications)? 72 Internet Security 74 Communications Infrastructure Equipment Classification 75 Enterprise Networking 76 Enterprise Networking Equipment Segmentation 77 Enterprise (Ethernet) Switches 78 Enterprise (Ethernet) Switch Block Diagram 80 Line Card and Switch Card Functions 81 Example Enterprise (Ethernet) Switches 82 Storage Networking 83 Evolution of Data Center Network Architecture 84 Efficiency of Serving Enterprise Markets for Timing Vendors 85 Carrier Wireline Network 86 Carrier Wireline Equipment Segmentation 86 Optical Networking 91 SONET/SDH ADMs and MSPPs 91 Synchronization Subsystems for Wireline Networks 95 Building Integrated Timing Supplies 98 Bandwidth Management 99 DWDM (Dense Wavelength Division Multiplexing) Systems 100 IP Routers 102 Fixed Broadband Access Equipment 104 DSLAMs 104 CMTS & EdgeQAM 105 FTTH 106 Carrier Wireline Opportunity Summary 108 Carrier Wireless Network 109 Wireless Base Stations 111 Baseband Unit 113 Clock Tree for Baseband Unit 113 Radio Unit 114 Clock Tree for Radio Unit 114 Base Station Opportunity Window 114 Point-to-Point Microwave Radios for Cellular Backhaul 115 Ethernet Radios Decrease Backhaul Costs 115 New Technologies Required to Support Ethernet Backhaul 116 PicoCells and FemtoCells 117 Carriers Embrace FemtoCells Enthusiastically 117
Down Hole Drilling and Exploration 120 LTE Delivers Data Where Fixed Broadband Cannot Reach 121
A reference point in time; 2010 Communications Clock TAM 122 2012 Communications Clock TAM by Market 122 2012 Communications Clock TAM by Market Segment 123 2012 Communications Clock TAM by Function 124 2012 Communications Clock TAM by Product Type 125 2012 Crystal and Oscillator TAM by Product Type 126 2012 Communications Clock IC TAM by Product Type 127 2012 Communications Clock PLL IC TAM by Type 128
2011-2014 Communications Clock Forecast 130 2011-2014 Communications Clock Forecast by Market 131 2011-2014 Communications Clock Forecast by Market Segment 132 2011-2014 Communications Clock Forecast by Function 133 2011-2014 Communications Clock Forecast by Product Type 134 2011-2014 Communications Crystal and Oscillator Forecast 135 2011-2014 Communications Clock IC Forecast by Product Type 136 2011-2014 Communications PLL IC Forecast by Type 137 Scope of the Forecast: Clocks for Communications Infrastructure 138
Target Accounts 140 System Vendor Financial Performance 144 System Vendors Go Global 146 System Vendor Account Profiles 147 Where the Design Locations Are 147 Procurement Strategies 147 Target Account Profile: Cisco Systems 147 Target Account Profile: L M Ericsson 150 Target Account Profile: Huawei 152 Target Account Profile: Alcatel-Lucent 154 Target Account Profile: Nokia-Siemens Networks 155 Sales Force Incentives: Revenue or Design Wins? 156 Managing Pricing and Margin 157
Requirements for Successful Products 158 Critical Performance Specifications 158 Phase Noise and Jitter 159 Power Supply Noise Rejection 163 Time Interval Error 164 Frequency Accuracy 165 Tuning Range 166 Frequency Stability: Aging and Temperature Coefficient 166 Rise Time 167 Duty Cycle 167 Delay Adjustment 168 Output Impedance and Matching 168 Power Dissipation 169 End Market Requirements 170 Ethernet Requirements 170 SONET & DWDM Requirements 171 Base Station Requirements 172 RU Clock Tree 172 BBU Clock Tree 174 Microwave Radio Requirements 175 Crystal and Oscillator Product Requirements 176 Crystal Requirements 177 XO Module Requirements 178 TCXO and OCXO Requirements 180 OCXO and TCXO Specifications for SONET and Synchronous Ethernet 180 OCXO and TCXO Specifications for Wireless Infrastructure 181 VCXO Requirements 182 VCXOs for Base Stations 182 VCXOs for SONET & DWDM 182 VCXOs for CMTS/edge QAM Termination Systems 183 IC Product Requirements 184 PLL IC Requirements 184 Fanout Buffer Requirements 196 HDMI 60GHz 203
Competitive Analysis 203 Crystal and Oscillator Companies 204 IC Companies 205 PLL ICs vs Crystals 207 PLL Technology Improvements Spawn Application-Specific IC Products 208 How PLL ICs are Working to Displace Crystal Oscillator Modules 209 Advantages of Integration 209 Programmable Solutions Enable Flexible Next-Generation Designs 210 How Crystal Oscillator Modules are Maintaining Their Share 211 Change Vector: Base Station Timing Chain Evolution 213 Emerging Technologies 216 Adoption of MEMS 217 Future of BAW 219 Future Role for Atomic Clocks? 220
Why Communications Timing Technology is a Good Investment 223 Communications Clocks: Good ASPs and High Margins 224 Long Revenue Lifetime 226
Key Challenges 228 Jitter Performance 228 Market Fragmentation 229 Time to Revenue/Time to Volume 230 Second Sourcing 230 AVL Leverage 231
Key Opportunities 232 Key Opportunity: Next-Generation Ethernet 232 Key Opportunity: Microwave Backhaul 233 Key Opportunity: LTE 234 Key Opportunity: Local Oscillators 235 Key Opportunity: Clock Distribution 236
TAM Calculations and Roll Ups 237 XO TAM 237 TCXO TAM 238 OCXO TAM 239 Crystal Filter TAM 239 RF Filter TAM 240
Closing Remarks: How to Capitalize on this Opportunity 243
Custom Research Services
Consulting Services and Associates LLC (CS &A LLC) was established in 2002, and is based in the heart of the Silicon Valley located in Cupertino, California, where it has established itself as the number one Go To Resource for information relating to the Semiconductor Timing Industry.
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CS &A LLC provides the most comprehensive, in depth, and detailed reporting in the industry with focus on all aspects of Semiconductor Timing Technologies to include;
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Semiconductor Timing Opportunities in Communications Infrastructure and Back Haul
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