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Communications Semiconductor Market Share 2015

Published July 2016

Authors: Bob Wheeler and Jag Bolaria

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Market Research From The Industry Experts

"Communications Semiconductor Market Share 2015" provides all-new market share data for 20 categories of communications semiconductors, including Ethernet products and broadband interface chips. It additionally contains data for FPGAs and embedded processors.

The report provides the detailed market information needed to sort out the dynamics of this market. With this report, chip vendors, investors, and OEMs will readily see which companies are the leading suppliers in a given product market, how these companies' standings have changed over the past year, how big the mature product markets are, and how fast the emerging categories are growing.

Semiconductor product categories covered in the report include network processors, 10 Gigabit Ethernet components, DSL and PON transceivers, and transport ICs, including OTN. Among the scores of companies covered are broad-based suppliers-such as Broadcom and Intel -as well as segment-specific vendors such as Cavium and Xilinx.

The report includes a brief text summary providing analysis of the data and a set of market share tables for more than 20 product categories. Companies purchasing a corporate license also receive the tables in Microsoft Excel form.

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This report is written for:

  • Product managers and executives seeking to assess the performance of their product lines over the past year or to identify areas in which to invest or divest
  • Strategic sourcing professionals and engineers at OEMs seeking information about semiconductor suppliers
  • Investors and financial analysts seeking data to support investment decisions

What's New in this Edition

  • Provides 2015 market share data for 20 categories, including Ethernet products, broadband interface chips, FPGAs, and embedded processors
  • Now includes market share for integrated base-station processors, which combine CPUs and DSPs for small-cell and macro base-station designs

This, our eleventh-edition market-share report, covers wired communications ASSPs, embedded microprocessors, and FPGAs. Our coverage of wireline technologies includes major product markets such as Ethernet and broadband. We also provide breakouts for the sales of embedded processors and FPGAs for use in communications systems. For completeness, we include merchant server processors, which are sometimes used instead of embedded processors.

This report tracks processors and networking chips used in wireless-infrastructure equipment. A separate report, Mobile Semiconductor Market Share Forecast, covers processors and wireless chips that appear in mobile client devices such as smartphones and tablets.

At the top level, the communications semiconductor industry eked out 1% growth in 2015 following nearly 8% growth in 2014. Broadband stood out with the best growth, but Ethernet grew as well. Together, the two largest segments more than offset declines in the aggregate of other segments.

The total market for Ethernet ICs grew only 1.6% in 2015. The standard for PC connections, Gigabit Ethernet (GbE) components made up 51% of sales. The Fast Ethernet (10/100) segment stabilized at 8% of 2015 total Ethernet chip revenue thanks to its expanded use in embedded designs. Growth in sales of 10G Ethernet (10GbE) ICs slowed to 11% in 2015, reaching 39% of overall Ethernet chip revenue. These figures include only chip-level revenue; we report sales of network interface cards (NICs) separately.

Broadband ICs had a mixed year, with PON growing quickly while cable-modem revenue was about flat and DSL declined. Massive Chinese deployments dominated the PON market in 2015. These deployments have been in waves modulated by government policies. The latest wave resulted in 18% growth in 2015 following a very strong 2014. Revenue from DSL CPE chips declined as VDSL2 growth failed to offset a steep decline in ADSL shipments. Following 2014 growth, cable-modem IC growth paused in 2015 as operators prepared to deploy DOCSIS 3.1 in 2016.

Top 5 Communications ASSP Suppliers

With more than 40% share, Broadcom is undisputedly the overall leading supplier of communications ASSPs. The company is by far the top supplier of Ethernet and broadband components, the two largest categories of communications ASSP. Broadcom’s leading position in the 10G Ethernet switch segment drove share gains in overall Ethernet chips while its PON chips drove broadband-revenue growth. We rank Avago, which completed its acquisition of Broadcom in 2016, separately at number 10.

Second-place Intel acquired Lantiq in 2015, adding DSL and PON chips to its broadband portfolio. After restating our 2014 estimate to include Lantiq, Intel underperformed the overall market. Still, the acquisition resulted in a 29% revenue increase in 2015 as compared with our previous Intel estimate for 2014. Intel’s existing Ethernet business performed well in 2015, growing slightly faster than segment-leader Broadcom.

Marvell lost overall share owing primarily to ongoing share losses in Ethernet chips. The company lost share in the mature Gigabit Ethernet market, and, more importantly, has little share in the growing 10G Ethernet market. Marvell has only a small presence in broadband, where it supplies CPE chips for PON. The company’s overall communications ASSP revenue dropped 8.6%.

Fourth-ranked Qualcomm, which acquired Ikanos in 2015, grew inline with the overall market. The company’s major growth driver is home networking ASSPs; it is the leading vendor of chips for the HomePlugAV powerline networking standard. Other segments - including the Ikanos DSL business - declined in 2015.

Moving into the fifth spot is Microsemi, which acquired Vitesse in 2015. Unfortunately, the acquired business shrank, resulting in a 10.5% revenue decline over our restated 2014 estimate. In 2016, Microsemi acquired 11th-ranked PMC-Sierra; the combined companies posted more communications revenue than Qualcomm.

Embedded Processors and FPGAs

Intel is unchallenged as the number-one embedded-processor supplier commanding more than 40% revenue share, and it gained share in 2015. NXP entered this market through its acquisition of Freescale, which lost share in part due to a slowdown in the wireless-infrastructure market. Posting a revenue decline, NXP ceded its position as the largest supplier of processors to the communications market to Intel. Broadcom held third place in overall embedded processors, whereas Cavium was third in processors sold into communications.

Overall FPGA revenue shrank 11% in 2015, and sales into communications fared even worse. Top-ranked Xilinx performed only slightly better than the overall market. Intel completed its acquisition of Altera, which suffered a steep decline in the communications segment. Although it is far smaller than the leaders, Microsemi gained FPGA share in 2015.

List of Figures
List of Tables
About the Authors
About the Publisher
Executive Summary
1 Introduction
Product Categorization
Wireline Communications
Mobile and Wireless Communications
General-Purpose Use
Report Organization
2 Overview
3 Processors
Network Processors
Embedded Processors
Integrated Base-Stations Processors
Server Processors
4 Ethernet
All Ethernet ICs
10 Gigabit Ethernet Switch and PHY Chips
10 Gigabit Ethernet NICs and Controller ICs
Gigabit Ethernet Switch ICs and Multiport PHYs
Gigabit Ethernet Controller ICs and Single-Port PHYs
Fast Ethernet Switch, PHY, and NIC/LOM ICs
40G Ethernet NICs and Controller ICs
Intelligent NICs
5 Broadband
DSL Interface ICs
PON
Cable-Modem ICs
6 Other Networking ASSPs
Optical-Transport ICs
Network Search Engines
Home-Networking ASSPs
7 FPGAs
8 Conclusions
9 Methodology and Accounting
Methodology
Accounting Rules
10 Revisions
New Companies
Revised Estimates
Figure 1-1. Taxonomy of wired-communications ASSPs.
Figure 2-1. Worldwide revenue market share of the top 10 vendors of wired-communications ASSPs.
Figure 2-2. Worldwide revenue for wired-communications ASSPs by category.
Figure 2-3. Worldwide revenue for ASSPs, embedded processors, and FPGAs for communications.
Figure 3-1. Worldwide revenue market share of the top six vendors of network processors.
Figure 3-2. Worldwide revenue market share of the top eight vendors of embedded microprocessors.
Figure 3-3. Worldwide revenue market share of the top six vendors of embedded processors for use in communications systems.
Figure 3-4. Worldwide revenue market share of the top six vendors of embedded processors for use in storage systems.
Figure 3-5. Worldwide revenue market share of the top three vendors of embedded processors for other use.
Figure 3-6. Worldwide revenue market share of the top four vendors of integrated base-station processors.
Figure 3-7. Worldwide revenue market share of the top two vendors of merchant server processors.
Figure 4-1. Worldwide revenue market share of the top five vendors of all Ethernet ICs.
Figure 4-2. Worldwide revenue market share of the top three vendors of 10 Gigabit Ethernet switch chips.
Figure 4-3. Worldwide revenue market share of the top three vendors of 10 Gigabit optical-PHY chips.
Figure 4-4. Worldwide revenue market share of the top three vendors of 10GBase-T PHY chips.
Figure 4-5. Worldwide revenue market share of the top four vendors of 10 Gigabit Ethernet NICs.
Figure 4-6. Worldwide port-shipment market share of the top six vendors of 10 Gigabit Ethernet NICs.
Figure 4-7. Worldwide revenue market share of the top four vendors of 10 Gigabit controller chips.
Figure 4-8. Worldwide unit shipment market share of the top four vendors of 10 Gigabit Ethernet controller chips.
Figure 4-9. Worldwide revenue market share of the top five vendors of Gigabit Ethernet switch ICs and multiport PHYs.
Figure 4-10. Worldwide revenue market share of the top five vendors of GbE controller ICs and single-port PHYs.
Figure 4-11. Worldwide revenue market share of the top five vendors of Fast Ethernet switch, PHY, and NIC/LOM ICs.
Figure 4-12. Worldwide port shipment market share of the top three vendors of 40 Gigabit Ethernet NICs and controller chips.
Figure 4-13. Worldwide revenue market share of the top three vendors of intelligent NICs.
Figure 5-1. Worldwide revenue market share of the top four vendors of DSL interface ICs.
Figure 5-2. Worldwide revenue market share of the top three vendors of DSL interface ICs for aggregation.
Figure 5-3. Worldwide revenue market share of the top four vendors of DSL interface ICs for CPE.
Figure 5-4. Worldwide revenue market share of the top six vendors of PON interface ICs.
Figure 5-5. Worldwide revenue market share of the top two vendors of cable-modem ICs.
Figure 6-1. Worldwide revenue market share of the top six vendors of optical-transport (Sonet and OTN) ICs.
Figure 6-2. Worldwide revenue market share of the top four vendors of OTN framers/mappers.
Figure 6-3. Worldwide revenue market share of the top two vendors of network search engines.
Figure 6-4. Worldwide revenue market share of the top four vendors of home-networking ASSPs.
Figure 7-1. Worldwide revenue market share of the top four vendors of FPGAs.
Figure 7-2. Worldwide revenue market share of the top four vendors of FPGAs for use in communications systems.
Figure 7-3. Worldwide revenue market share of the top three vendors of FPGAs in 60nm–40nm processes.
Figure 7-4. Worldwide revenue market share of the top two vendors of FPGAs in a 28nm process.
Table 2-1. Worldwide revenue of the top 20 vendors of wired-communications ASSPs.
Table 2-2. Worldwide revenue for wired-communications ASSPs by category.
Table 2-3. Worldwide revenue for ASSPs, embedded processors, and FPGAs for communications.
Table 3-1. Worldwide revenue of the top six vendors of network processors.
Table 3-2. Worldwide revenue of the top eight vendors of embedded microprocessors.
Table 3-3. Worldwide revenue of the top six vendors of embedded processors for use in communications systems.
Table 3-4. Worldwide revenue of the top six vendors of embedded processors for use in storage systems.
Table 3-5. Worldwide revenue of the top three vendors of embedded processors for other use.
Table 3-6. Worldwide revenue of the top four vendors of integrated base-station processors.
Table 3-7. Worldwide revenue of the top two vendors of merchant server processors.
Table 4-1. Worldwide revenue of the top five vendors of all Ethernet ICs.
Table 4-2. Worldwide revenue of the top three vendors of 10 Gigabit Ethernet switch chips.
Table 4-3. Worldwide revenue market share of the top three vendors of 10 Gigabit optical-PHY chips.
Table 4-4. Worldwide revenue market share of the top three vendors of 10GBase-T PHY chips.
Table 4-5. Worldwide revenue of the top four vendors of 10 Gigabit Ethernet NICs.
Table 4-6. Worldwide port shipments of the top six vendors of 10 Gigabit Ethernet NICs.
Table 4-7. Worldwide revenue of the top four vendors of 10 Gigabit Ethernet controller chips.
Table 4-8. Worldwide port shipments of the top four vendors of 10 Gigabit Ethernet controller chips.
Table 4-9. Worldwide revenue of the top five vendors of Gigabit Ethernet switch ICs and multiport PHYs.
Table 4-10. Worldwide revenue of the top five vendors of GbE controller ICs and single-port PHYs.
Table 4-11. Worldwide revenue of the top five vendors of Fast Ethernet switch, PHY, and NIC/LOM ICs.
Table 4-12. Worldwide port shipments of the top three vendors of 40 Gigabit Ethernet NICs and controller chips.
Table 4-13. Worldwide revenue of the top three vendors of intelligent NICs.
Table 5-1. Worldwide revenue of the top four vendors of DSL interface ICs.
Table 5-2. Worldwide revenue of the top three vendors of DSL interface ICs for aggregation.
Table 5-3. Worldwide revenue of the top four vendors of DSL interface ICs for CPE.
Table 5-4. Worldwide revenue of the top six vendors of PON interface ICs.
Table 5-5. Worldwide revenue of the top two vendors of cable-modem ICs.
Table 6-1. Worldwide revenue of the top six vendors of optical-transport (Sonet and OTN) ICs.
Table 6-2. Worldwide revenue of the top four vendors of OTN framers/mappers.
Table 6-3. Worldwide revenue of the top two vendors of network search engines.
Table 6-4. Worldwide revenue of the top four vendors of home-networking ASSPs.
Table 7-1. Worldwide revenue of the top four vendors of FPGAs.
Table 7-2. Worldwide revenue of the top four vendors of FPGAs for use in communications systems.
Table 7-3. Worldwide revenue of the top three vendors of FPGAs in 60nm–40nm processes.
Table 7-4. Worldwide revenue of the top two vendors of FPGAs in a 28nm process.

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