ATCA and the 3G Market
How ATCA Modularity Will Improve Business Efficiencies in the 3G Market
This report reviews the technology considerations for the AdvancedTCA standard and the benefits that it presents to system vendors, component manufacturers and service providers. It specifically focuses on the impact that AdvancedTCA will have on the equipment market for 3G and provides a forecast for shipments, pricing and market value of 3G equipment that is based on AdvancedTCA standards.
Providing aggregate worldwide market data, the report looks at the development of AdvancedTCA standards, including complementary standards such as MicroTCA. The impact of ATCA on telecom vendors’ and service providers’ business models is discussed, as are the dimensional specifications for various ATCA iterations. The use of ATCA in equipment markets for 3G base stations and non-base station equipment is explored, with forecasts spanning 2005 to 2010.
What Does This Report Answer?
- Who is pursuing ATCA standards?
- What are ATCA specifications?
- How will ATCA affect the business model for vendors and service providers?
- What efficiencies will be leveraged with ATCA?
- How quickly will ATCA be adopted for use in 3G base stations?
- How quickly will ATCA be adopted for use in other 3G equipment?
- How large will the ATCA equipment market for 3G applications become?
Who Needs This Report?
- 3G Equipment Vendors
- Wireless Operators
- 3G Component Manufacturers
- Equipment and Component Manufacturers in Other Industries Considering ATCA
- Financial Community
Scope of Study
Sources and Methodology
Notes
Section 1
Strategic Overview
- 1.1 What Are the AdvancedTCA and MicroTCA?
- 1.1.1 History of the PICMG
- 1.1.2 Shortcomings of CompactPCI
- 1.1.3 Intentions Behind PICMG 3.0
- 1.2 Why OEMs Need the AdvancedTCA
- 1.2.1 Decreasing R&D Budgets
- 1.2.2 Faster Time to Market
- 1.2.3 Quicker Time to Profitability
- 1.2.4 Effects of Globalization
- 1.2.5 Reducing Barriers to Entry for Other Products
- 1.2.6 Flexibility for the Future
- 1.3 How the AdvancedTCA Helps Component Makers
- 1.3.1 Commonality of Reference Designs
- 1.3.2 Predictability of Actual Performance
- 1.3.3 Better Software Environment
- 1.4 How the AdvancedTCA Benefits Service Providers
- 1.4.1 Reducing Maintenance Costs
- 1.4.2 Better Use of Smaller Training Budgets
- 1.4.3 Long-Term Trends on Capital Expenditure Equipment Pricing
- 1.5 Potential Problems
- 1.5.1 Too Much Freedom Could Breed Fragmentation
- 1.5.2 Too Few Competitors at the Base Level
- 1.5.3 Regional Issues in Telecoms
Section 2
Technology Overview
- 2.1 AdvancedTCA Physical Specifications
- 2.1.1 Height, Width, and Depth
- 2.1.2 Variations to the Specifications
- 2.2 Electrical Specifications
- 2.2.1 Base Fabric
- 2.2.2 Battle for the Backplane
- 2.2.3 Backplane Capacities
- 2.3 Ancillary Specifications
- 2.3.1 AdvancedMC
- 2.3.2 Rear Transition Modules
- 2.4 MicroTCA Derivative Specification
- 2.4.1 Height, Width, and Depth
- 2.4.2 Other MicroTCA Variations
Section 3
Business Issues
- 3.1 A Target Rich Environment
- 3.1.1 Companies Pushing AdvancedTCA
- 3.1.2 Companies Embracing AdvancedTCA
- 3.1.3 Limited Competing Chassis
- 3.2 Advantages of an Ecosystem
- 3.2.1 Getting Engineers to Work Together
- 3.2.2 Common Ground for Development
- 3.2.3 Reuse of Experience
- 3.2.4 Better Cost Structure for Development
- 3.3 Comparison with the PC Revolution
- 3.3.1 Motherboards Were Vital to PCs Becoming Common
- 3.3.2 Early Adopters Were Long-Term Winners
- 3.3.3 Why Commoditization Is Not a Factor
- 3.3.4 The Persistence of Value-Add Margins
- 3.4 Global Effects
- 3.5 The Uncertainty of 3G
- 3.5.1 The Need for Flexibility in Applications
- 3.5.2 The Ability to Combine I/O with Computing and Storage
- 3.5.3 Modularity Helps to Hedge Against Technology
- 3.5.4 The Proper Price Levels
Section 4
Market Segmentation
- 4.1 Types of Cellular Infrastructure Equipment
- 4.1.1 Node Bs
- 4.1.2 Core Equipment
Section 5
Forecasts
- 5.1 ATCA Base Station Forecasts
- 5.1.1 ATCA Base Station Shipments
- 5.1.2 ATCA Base Station Pricing
- 5.1.3 ATCA Base Station Revenue
- 5.2 ATCA Non-Base Station Forecast
- 5.2.1 ATCA Non-Base Station Shipments
- 5.2.2 ATCA Non-Base Station Revenue
- 5.3 Total ATCA Market Forecast for 3G
Appendix A
Company Directory
- Agere Systems
- Alcatel
- AMD
- Audiocodes
- Celestica Inc
- Ericsson AB
- Freescale Semiconductor
- Fulcrum Micro
- Hewlett-Packard
- Huawei
- Integrated Device Technology
- Intel
- Interphase Corporation
- Lucent Technologies
- Motorola
- NEC
- Nokia
- Nortel Networks
- ON Semiconductor
- Performance Technologies Inc
- RadiSys
- Renesas
- Satellite Security Systems
- Samsung Electronics
- Sandburst Corporation
- Sanmina-SCI
- Siemens AG
- STMicroelectronics
- Sun
- Texas Instruments
- Tyco
- Winchester Electronics
- Xilinx Inc
- Znyx Networks
- ZTE
Appendix B
Acronyms
List of Figures, Charts & Tables
- ATCA-Standardized 3G Equipment Revenue, World Market: 2005 to 2010
- ATCA Base Station Equipment Shipments, World Market: 2005 to 2010
- ATCA Base Station Equipment ASP, World Market: 2005 to 2010
- ATCA Base Station Revenue, World Market: 2005 to 2010
- ATCA Non-Base Station Equipment Shipments, World Market: 2005 to 2010
- ATCA Non-Base Station Revenue, World Market: 2005 to 2010
- ATCA-Standardized 3G Equipment Revenue, World Market: 2005 to 2010
- PICMG Member Companies
- CompactPCI Dimensions
- R&D Budget Trends
- Areas of Potential Fragmentation
- AdvancedTCA PCB Dimensions
- AdvancedTCA Chassis Dimensional Variations
- ATCA Backplane Capacities
- AdvancedMC Dimensions
- ATCA Base Station Shipments, World Markets, Moderate and Aggressive Forecasts: 2005 to 2010
- ATCA Base Station ASP, World Markets, Moderate and Aggressive Forecasts: 2005 to 2010
- ATCA Base Station Revenue, World Markets, Moderate and Aggressive Forecasts: 2005 to 2010
- ATCA Non-Base Station Shipments, World Markets, Moderate and Aggressive Forecasts: 2005 to 2010
- ATCA Non-Base Station Revenue, World Markets, Moderate and Aggressive Forecasts: 2005 to 2010
- Total ATCA in 3G Revenue, World Markets, Moderate and Aggressive Forecasts: 2005 to 2010
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Number of Pages:
| 42 |
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Number of Tables, Charts and Figures:
| 21 |
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Deliverable Formats:
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Price:
| Login |
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Release Date:
| 3Q 2005 |
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