Crystal Cube Consulting - picmg
Crystal Cube Consulting - picmg
Crystal Cube Consulting - picmg
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<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
Ernie Bergstrom<br />
VP Research/Chief Analyst<br />
<strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong> LLC<br />
www.crystalcubeconsulting.com<br />
PICMG, AdvancedTCA, ATCA and AdvancedMC are<br />
registered trademarks of PICMG. MicroTCA is a<br />
trademark of PICMG<br />
erniebergstrom@verizon.net<br />
(509) 375 0406
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong>
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
ATCA / AMC Applications (uTCA?)
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong>
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
AdvancedTCA Companion Family of Products<br />
Providing Interoperability<br />
AdvancedMC in A<br />
MicroTCA Shelf<br />
MicroTCA Sub Rack<br />
AdvancedMC Modules<br />
AdvancedTCA Platform<br />
AMC On A<br />
Board
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong>
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
Total Available Market (TAM) Versus ATCA<br />
US$ Billions<br />
$300<br />
ATCA Versus Total Available Market (TAM)<br />
$250<br />
$200<br />
$150<br />
$100<br />
$50<br />
$0<br />
2004 2005 2006 2007 2008 2009<br />
Source: <strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong>, 07/06<br />
Total Available Market (TAM)<br />
Total ATCA
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
TAM Year-end 2005 (ATCA $ 0.5B)<br />
US$ Billions<br />
Year-end 2005 Networking Equipment Market Share by Revenue<br />
$14.4<br />
$13.9<br />
$10.7<br />
$34.3<br />
$11.9<br />
$10.9<br />
$20.1<br />
$35.6<br />
GigE Switches DSLAM's<br />
Routers (including IADs)<br />
Servers (including blades)<br />
Cellular Infrastruture<br />
Voice Circuit Switches<br />
Fiber Long Haul & Metro<br />
Other (IP Gateways & Softswitches)<br />
Source: <strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong>, 07/06
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
A Glance at ATCA Potential Revenue<br />
US$ Billions<br />
Total ATCA Revenue<br />
$50<br />
$40<br />
$30<br />
$20<br />
$10<br />
$0<br />
2004 2005 2006 2007 2008 2009<br />
Source: <strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong>, 07/06<br />
Total ATCA
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
AdvanceMC Volume by Technology<br />
AMCs in Proprietary Systems AMCs in ATCA<br />
AMCs in MicroTCA<br />
90%<br />
80%<br />
70%<br />
60%<br />
50%<br />
40%<br />
30%<br />
20%<br />
10%<br />
0%<br />
2005 2006 2007 2008 2009 2010<br />
Source: <strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong>, 07/06
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
A Peak at AMC Revenues Versus ATCA<br />
US $ Billions<br />
$50<br />
Total AMC modules<br />
Total ATCA<br />
$40<br />
$30<br />
$20<br />
$10<br />
$0<br />
2004 2005 2006 2007 2008 2009<br />
Source: <strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong>, 07/06
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
MicroTCA Market Potential<br />
Versus ATCA Platforms & AMC<br />
US$ Billions<br />
$45<br />
Total ATCA Total AMC modules MicroTCA Revenue<br />
$40<br />
$35<br />
$30<br />
$25<br />
$20<br />
$15<br />
$10<br />
$5<br />
$0<br />
2004 2005 2006 2007 2008 2009<br />
Source: <strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong>, 07/06
<strong>Crystal</strong> <strong>Cube</strong><br />
<strong>Consulting</strong><br />
<strong>Crystal</strong> <strong>Cube</strong> <strong>Consulting</strong> LLC<br />
Ernie Bergstrom<br />
VP Research & Chief Analyst<br />
<br />
Telecommunications<br />
<strong>Consulting</strong><br />
<br />
Market Research for<br />
the Digital Domain<br />
2928 Sawgrass Loop Richland, WA 99354<br />
Phone 509.375.0406 Cell 480.220.4811<br />
Fax 509.375.0406 Email erniebergstrom@verizon.net<br />
www.crystalcubeconsulting.com
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