Market Research Report
Clock and Timing Opportunities in Communications Infrastructure
|Published by||Consulting Services & Associates (CS &A LLC)||Product code||196203|
Delivery time: 1-2 business days
|Clock and Timing Opportunities in Communications Infrastructure|
|Published: June 16, 2016||Content info:||
Communications infrastructure continues to be the most attractive segment in clocking. It has the highest margins, and the longest revenue lifetime. It has the associated challoenges to meet spec that go along with high value added solutions.
The total available market (TAM) for timing products in communications infrastructure was $1.4B in 2010. The market will grow at a compound annual growth rate (CAGR) of 7.2% to reach $1.86B in 2014. While proliferation has slowed in 2012 and going into 2013, as of the time of this report (March 2013), the trend is moving forward in a positive manner with new base stations and infrastructure implementations picking up by about 2%... China is looking to see the highest level of proliferation, followed by South America, APAC, Eurmea, and NAM.
Communications infrastructure is a completely different world than the rest of clock market. Compared to consumer and computer applications, communications infrastructure serves different customers in different markets and products must achieve a high technical bar to succeed in these applications. This is a key obstacle for entry, let alone consistency in delivery of precision and ultra-precision class timing solutions that truly add high value.
Communications end products are not as well known as consumer products and computers. You can't go to BestBuy or Yodobashi Camera store to examine and/or purchase your customer's end product. Block diagrams are also harder to come by. It takes deep applications knowledge to understand what timing products to make and extensive market experience to understand where to invest.
New trends in 2013 include more integration of timing functions BY the suppliers - this means integration of the fanout/distribution buffer and potentially the resonator, oscillator, frequency generator(s) and a mix of I/O types from a single packaged solution. An example is VoIP clock tree's which are typically implemented with an oscillator or synthesizer (using and external xtal) at 125MHz with better than 100ppm, with low phase noise of <1ps RMS (integrated from 1.875MHz to 20 MHz), followed by a fanout/distribution buffer with anywhere from 4 to 22 outputs in LVCMOS... this can become a fully integrated solution IF the supplier uses the fanout buffer package thus enabling the customer without a change in the current pcb - a very attractive proposition...
This is exactly why we have developed this report. To help to enable our client's success, this report will:
This report should be considered as a deep dive into the Communications needs for high valued Timing solutions, and is an adjunct to our main Semiconductor Timing MarketScape reporting and Analysis. Our goal is to enable our clients to succeed in this lucrative and complex market. This is the second edition of this specialzed report. Please give us feedback so we cancontinue to improve upon this report in future editions.