Heavy Reading
EXECUTIVE SUMMARY

AdvancedTCA: Who's Doing What

AdvancedTCA is not only the first standardized platform for high-availability applications, but also the first to support the relatively large boards and power supplies required in many storage, computing, and telecom applications. Telecom equipment manufacturers are already using ATCA for control-plane applications in the wireless infrastructure market and have already committed to ATCA across multiple markets, including both control and data plane. With related specifications covering the advanced mezzanine card (AMC) and MicroTCA, ATCA provides an excellent platform for a wide range of applications across the computer, storage, and telecom industries.

The availability of ATCA components and systems is accelerating a major shift in the supply chain, with systems integrators taking on much of the development previously kept in-house by systems OEMs. ATCA opens up new opportunities for silicon vendors, system integrators, OEMs, and service providers. As with all paradigm shifts, there will certainly be winners and losers – making this a key market to watch.

AdvancedTCA: Who's Doing What surveys the vendors developing ATCA components and systems for both wireless and wireline telecom equipment. As such, the report provides not only granular information on the components and systems themselves – of interest to system OEMs and service providers – but also insights into how the overall market for ATCA is likely to develop in the future – of interest to a wide audience, including investors.

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The report evaluates and analyzes products and strategies of the following 37 suppliers:

Adlink Technology Inc. (Taiwan: 6166.TW)
Adtron Corp.
Alliance Systems Ltd.
APW Ltd.
Artesyn Technologies Inc. (Nasdaq: ATSN)
AudioCodes Ltd. (Nasdaq: AUDC; Tel Aviv: AUDC)
BittWare Inc.
Carlo Gavazzi Holding AG (Zürich: GAV)
Comtel Electronics GmbH
Continuous Computing Corp.
CorEdge Networks Inc.
Diversified Technology Inc. (a subsidiary of Ergon Corp.)
Elma Electronic AG (Zürich: ELMN)
ESO Technologies
Fortinet Inc.
Fujitsu Siemens Computers (Holding) BV, NL
GNP Computers Inc.
Hewlett-Packard Co. (NYSE: HPQ)
Intel Corp. (Nasdaq: INTC)
Interphase Corp. (Nasdaq: INPH)
Kaparel Corp. (a subsidiary of Rittal GmbH & Co. KG)
Kontron AG (Pink Sheets: KOTRF; Deutsche Börse: KBC)
Mercury Computer Systems Inc. (Nasdaq: MRCY)
Motorola Inc. (NYSE: MOT)
NMS Communications Corp. (Nasdaq: NMSS)
Pigeon Point Systems Inc.
Pinnacle Data Systems Inc. (Amex: PNS)
Portwell Inc. (Taiwan OTC: 6105.TWO)
RadiSys Corp. (Nasdaq: RSYS)
SBE Inc. (Nasdaq: SBEI)
SBS Technologies Inc. (Nasdaq: SBSE)
Schroff GmbH
Sun Microsystems Inc. (Nasdaq: SUNW)
Telesoft Technologies Ltd.
Tracewell Systems Inc.
Xyratex Ltd. (Nasdaq: XRTX)
ZNYX Networks Inc.

This report is based on interviews conducted with more than two dozen vendors during the first and second quarters of 2005, as well as on product documentation supplied by these and other manufacturers. It contains detailed information on more than 125 products from 37 different vendors. All the data used in product tables has been provided to vendors for confirmation, feedback, and updating.

In addition to providing granular data on ATCA products and vendors, the report analyzes the "macro" impact that ATCA is having on the entire telecom equipment supply chain.


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Report Scope and Structure

AdvancedTCA: Who's Doing What is structured as follows:

Section I provides a detailed overview of the AdvancedTCA sector, with complete report key findings.

Section II examines the dynamics of the ATCA market, including the supply chain and the leading applications for ATCA-based systems.

Section III focuses on ATCA technology, including physical format, system management and application software, and operating systems. This section includes details on basic ATCA systems available from 20 vendors.


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Section IV covers ATCA switching architectures and technology including both 10/100/1000 Ethernet and higher speed alternatives such as InfiniBand, Advanced Switching and RapidIO.

Section V analyzes ATCA blade functionality and includes feature comparisons for current and announced ATCA blades from 20 vendors.

Section VI includes feature comparisons for announced AMC cards.

Section VII presents detailed product and strategy analyses for 16 companies that manufacture ATCA systems, and in many cases ATCA components, covered in this report.


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Section VIII presents detailed product and strategy analyses for 21 companies that manufacture ATCA components, but not systems, covered in this report.

The report is essential reading for a wide range of industry participants, including the following:

Telecom equipment manufacturers: How does your ATCA deployment strategy match up to your competition? Which component and subsystem vendors are taking the lead in ATCA product availability? Which products are available and, and which are still vaporware? Are your suppliers stepping up to meet your anticipated timetable for ATCA?
Component and subsystem manufacturers: Are you ahead of the curve in ATCA deployment, or are you falling behind? Which product areas present the most attractive opportunities? How is demand for ATCA likely to develop in the systems market?
Systems integrators: How do your partnership channels for ATCA deployment measure up? Are there other potential partners that are capable of delivering products that you need now to meet your clients' needs?
Network operators: How will ATCA's continued development affect your supply-chain relationships? When can you expect to see meaningful cost reductions from the move to ATCA, and how big a cost benefit will you get? Which vendors will be in the best position to deliver the products you need to build your next-generation network?
Investors: Which equipment makers are in the best position to capture market share in this important telecom industry sector? When will this sector begin to show meaningful and sustainable growth?

AdvancedTCA: Who's Doing What is published in PDF format.
LENGTH: 60 PAGES
PRICE: $3,495
SIMON STANLEY
Analyst at Large, Heavy Reading
Stanley tracks telecom components markets as an analyst and consultant. He is the author of numerous Light Reading reports on topics including 10-Gbit/s Ethernet transponders and PHY chips, switch fabric chipsets, traffic manager chips, network processors, and next-gen Sonet/SDH silicon...
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VENDORS PROFILED:
Adlink Technology Inc. (Taiwan: 6166.TW)
Adtron Corp.
Alliance Systems Ltd.
APW Ltd.
Artesyn Technologies Inc. (Nasdaq: ATSN)
AudioCodes Ltd. (Nasdaq: AUDC; Tel Aviv: AUDC)
BittWare Inc.
Carlo Gavazzi Holding AG (Zürich: GAV)
Comtel Electronics GmbH
Continuous Computing Corp.
CorEdge Networks Inc.
Diversified Technology Inc. (a subsidiary of Ergon Corp.)
Elma Electronic AG (Zürich: ELMN)
ESO Technologies
Fortinet Inc.
Fujitsu Siemens Computers (Holding) BV, NL
GNP Computers Inc.
Hewlett-Packard Co. (NYSE: HPQ)
Intel Corp. (Nasdaq: INTC)
Interphase Corp. (Nasdaq: INPH)
Kaparel Corp. (a subsidiary of Rittal GmbH & Co. KG)
Kontron AG (Pink Sheets: KOTRF; Deutsche Börse: KBC)
Mercury Computer Systems Inc. (Nasdaq: MRCY)
Motorola Inc. (NYSE: MOT)
NMS Communications Corp. (Nasdaq: NMSS)
Pigeon Point Systems Inc.
Pinnacle Data Systems Inc. (Amex: PNS)
Portwell Inc. (Taiwan OTC: 6105.TWO)
RadiSys Corp. (Nasdaq: RSYS)
SBE Inc. (Nasdaq: SBEI)
SBS Technologies Inc. (Nasdaq: SBSE)
Schroff GmbH
Sun Microsystems Inc. (Nasdaq: SUNW)
Telesoft Technologies Ltd.
Tracewell Systems Inc.
Xyratex Ltd. (Nasdaq: XRTX)
ZNYX Networks Inc.
DELIVERABLES
60 pages of product and strategy competitive analysis, covering 37 manufacturers of AdvancedTCA systems and components
Product and pricing data on 125 different products, including switches, CPU, chassis, DSPs, and advanced mezzanine cards
Complete, up-to-the-minute information on forthcoming products, including the latest information on likely release dates
LENGTH: 60 PAGES
PRICE: $3,495
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