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Communications Semiconductor Market Share 2016

Published April 2017

Authors: Bob Wheeler and Jag Bolaria

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Market Research From The Industry Experts

"Communications Semiconductor Market Share 2016" 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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As the leading vendor of analysis for networking silicon, The Linley Group has the expertise to develop a high-quality set of market estimates. Our analyst team applies its extensive experience and network of industry contacts to deliver the quantitative information you need to make informed business decisions.

Whether you are looking for a well-established vendor to source from, a vendor to partner with, or a rising company to invest in, this report will cut your research time and save you money. Order "Communications Semiconductor Market Share 2016" today.

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 2016 market share data for 20 categories, including Ethernet products, broadband interface chips, FPGAs, and embedded processors.
  • Provides expanded Ethernet NIC coverage, including adapters for 10GbE and 40GbE as well as intelligent (smart) NICs.
  • Now includes market share for optical-interface components, which comprise CDR, TIA, and driver devices used in optical modules.

This, our twelfth-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 posted excellent growth of 15% following a flat 2015. Ethernet stood out with the best growth, but broadband grew as well. The aggregate of other seg-ments increased due to strong growth in optical-interface components.

Following a pause in 2015, the total market for Ethernet ICs rose an outstanding 24.6% in 2016. The standard for PC connections, Gigabit Ethernet (GbE) components fell to 47% of sales, whereas sales of 10G Ethernet (10GbE) ICs grew to 43% of the total. The latter category grew 37% in 2016 following a disappointing 11% increase in 2015. These figures include only chip-level revenue; we report sales of network interface cards (NICs) separately.

Broadband ICs had a good year, with PON growing quickly while DSL and cable-modem revenue increased modestly. Massive Chinese deployments once again dominated the PON market in 2016. These deployments have been in waves modulated by government policies. The latest wave started in 2014 and carried into 2016 as PON replaced DSL for both new and existing subscribers in that country. Other regions, including North America and Japan, were “in the noise” compared with China’s scale. Overall, the PON IC market grew 42%, more than twice the rate of 2015.

Top 5 Communications ASSP Suppliers

With 49% share, Broadcom is undisputedly the overall leading supplier of communications ASSPs. The top-ranked vendor outperformed the overall market in 2016 thanks to the strong performance of its Ethernet and broadband businesses. The company’s top position in 10G Ethernet switches drove share gains in overall Ethernet chips, while its PON chips drove broadband-revenue growth. Former Avago products represented less than 5% of Broadcom’s communications-ASSP revenue.

Second-place Intel underperformed the overall market, with Ethernet rising but broadband down slightly. Crucially, the company lacks significant share in the fast-growing PON segment. Note that our ASSP estimate excludes Intel’s sizable board-level Ethernet business, a portion of which is reported in our 10GbE NIC category. Also, the ASSP total includes some declining legacy products, some of which came from the 2015 Lantiq acquisition.

Marvell increased its ASSP revenue 10.5% in 2016, resulting in a small share loss. The company narrowed its networking focus to Ethernet and embedded processors, both of which posted double-digit growth. Marvell lost share in broadband CPE, which is no longer a strategic focus.

Microsemi moved into fourth place through its acquisition of PMC-Sierra, which added a growing OTN business to the company’s portfolio. It already had a major position in voice-line circuits, and it entered the Ethernet switch market through its 2015 Vitesse acquisition. Microsemi also has a growing FPGA business, which we exclude from our ASSP total.

Taking the fifth spot is Inphi, which rose in our rankings thanks to its acquisition of Clariphy. The combined company grew an outstanding 33.7% through rising sales of optical-interface components and Ethernet PHYs. It also divested its memory-interconnect business, solely focusing the company on communications.

Embedded Processors and FPGAs

Intel is unchallenged as the number-one embedded-processor supplier commanding 48% revenue share, and it gained share in 2016. NXP entered this market through its acquisition of Freescale and holds second place by a wide margin. Posting a revenue decline, NXP lost share as it weathers the PowerPC-to-ARM transition. Broadcom held third place in overall embedded processors, whereas Cavium was third in processors sold into communications.

Overall FPGA revenue recovered after a double-digit drop in 2015, and sales into communications rose 9.3% in 2016. Top-ranked Xilinx fared slightly worse than the overall market. Intel (formerly Altera) posted almost 10% growth, which represents a recovery from its steep 2015 decline in the communi¬cations segment. Although it is far smaller than the leaders, Microsemi gained FPGA share in 2016.

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
25G and 40G Ethernet NICs and Controller ICs
Intelligent NICs
5 Broadband
DSL Interface ICs
PON
Cable-Modem ICs
6 Other Networking ASSPs
Optical-Transport ICs
Optical-Interface ICs
Network Search Engines
Home-Networking ICs
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 seven 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 four vendors of embedded processors for use in storage systems.
Figure 3-5. Worldwide revenue market share of the top four vendors of embedded processors for other use.
Figure 3-6. Worldwide revenue market share of the top five 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 four 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 two vendors of 25 Gigabit Ethernet NICs and controller chips.
Figure 4-13. Worldwide port shipment market share of the top two vendors of 40 Gigabit Ethernet NICs and controller chips.
Figure 4-14. 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 five vendors of optical-transport (Sonet and OTN) ICs.
Figure 6-2. Worldwide revenue market share of the top four vendors of optical-interface ICs.
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.
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 seven 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 four vendors of embedded processors for use in storage systems.
Table 3-5. Worldwide revenue of the top four vendors of embedded processors for other use.
Table 3-6. Worldwide revenue of the top five 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 two 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 four 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 two vendors of 25 Gigabit Ethernet NICs and controller chips.
Table 4-13. Worldwide port shipments of the top two vendors of 40 Gigabit Ethernet NICs and controller chips.
Table 4-14. 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 five 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 five vendors of optical-transport (Sonet and OTN) ICs.
Table 6-2. Worldwide revenue of the top four vendors of optical-interface ICs.
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.

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