Telecoms in 2020: components
Telecoms

Telecoms in 2020: components Telecoms

Ovum's vision for the long-term future of telecoms component suppliers based on the core Telecoms 2020 scenario includes adding power consumption as a critical differentiator; developing multi-level transmission products for the network core; establishing high-volume, low-cost strategies for products currently in the network core as they are tomorrow's access products; increasing optoelectronic integration; and establishing greater cooperation up and down the food chain.

• Executive Summary
• in A Nutshell
• Scope
• Ovum View
• Innovation Required to Move Hotspot Components onto Different Curves; Cannot Rely on Moore's Law
• Multiple Hotspots Span Core and Access Networks
• Industry Structure Generally in Good Shape but Needs to Slim down in Fttx
• Greater Industry Cooperation Increases Development Efficiency
• Key Messages
• Recommendations for Components Market Players
• Telecoms Components in 2020 - The Broad View
• Components Are Key Enablers for Lean Operators in 2020
• Components Industry Overview
• Transport Will Use Complex Transmission and Signal Processing
• Broadband Access in 2020 Will Be Fiber-Based
• Packet-Processing Technology Will Be Pushed for Power Reductions
• Technology Roadmaps
• Optoelectronic Integration Moves from Today's High-End to Volume Markets in 2020
• Cross-Silo Design Optimization Represents New Potential to Exploit
• Power Savings Will Come to The Core Network Relatively Late
• as Services Become More Content-Centric, Storage Continues to Be The Alternative to Network Transit
• Larger Semiconductor Roadmap Has Tools to Borrow
• Component Industry Structure/Player Positioning
• Components Require Supporting Ecosystem to Thrive
• Vertical Integration down to Chip Level Is Costly but Beneficial
• Competition from System Oems Is A Reality
• Horizontal Integration between Optical Component Markets Leads to Many Choices
• Combining Optics and Electronics in One Supplier - Time to Try Again?
• SWOT Analysis of Telecoms Components in 2020
• Strengths
• Weaknesses
• Opportunities
• Threats
• Components Suppliers
• The World of 2020
• End Devices and Programmability Will Keep Large Semiconductor Vendors in Telecom
• The Core Network Will Continue to Rely on Mid-Sized Specialty Semiconductor Houses
• Components Supplier Development Timeline
• Development Timeline
• 2009-2012
• 2013-2016
• 2017-2020
• Components Customers and Markets
• Increasing Collaboration on Roadmap
• The World of 2020 by Segment
• Wan Customers
• Datacom Customers - Cisco Dominates
• Access Customers
• Preference for Local Vendors
• Continued Rise of China
• Japan as A Market Is Closed
• Indian System Vendors Push for Domestic Components
• Components Services, Revenues, and Margins
• The World of 2020
• Best-in-Breed Products
• Discrete Components, Modules, Subsystems: Where's The Beef?
• Optoelectronic Integration
• Best-in-Breed Service
• Components Market Development Timeline
• Development Timeline
• 2009-2012
• 2013-2016
• 2017-2020
• List of Tables
  • Table 1: Key events and drivers summary - components suppliers
  • Table 2: Key events and drivers summary - components market
• List of Figures
  • Figure 1: Evolution of telecom industry structure