Paion

1
Network SoC ??- ??? ???? ??, ??? ?? -

• 2003.10.18
• ? ??
• Paion

2
Agenda

• I. Demands
• ??? ?? ??? ???
• Eco-System ? ??? ??
• II. Network SoC ? ??? ??, ?? ? ?? ??
• NP ? SF ???? ??
• ???? ????
• Map ????? ??, ???? ?? ??

3
Agenda

• III. ??? ??
• Telco Crash
• ???(Eco-System) ? ??
• ??? ????? ???? ??? ?? ??? ?) PMC-Sierra,
  Vitesse, AMCC
• ???? ??
• Network ?? ?? ??
• Network SOC ? Re-positioning

4
Agenda

• IV. SoC ??? ???? ??
• Global Trend
• ?? ??? ??
• Eco-System ???? ??? ??, Foundry
• ??? Mind? ?? ?? - Product Planning
• Trend ?? ??
• ?? ??? TCP, ??? ??
• ???? ????

5
Demand

• ??? ?? ??? ??
• ?? ???? ??? ??? ?? ?? ? ?? ??
• Eco-System ? ???

6
Core Router Hype ?
Cisco GSR12416
Juniper M160
Charlotte Aranea-1
Lucent Nx64000
Avici TSR
Pluris Teraplex
215M 2002 ???
Aggregated Switching Bandwidth
320640G
160Gbps
320G1.9T
320G6.4T
400G 36T
320G19.2T

• ??? ???? ??, 3??2?? ?? ???
• WorldCom
• 2001???, ?? Terabit ???, ??? ?? ??? ???, ????
  ???? ??? ??? ??

7
Investment Bubble ?
??? ??? ??? 2001-5-24
8
Big Picture
Telco Market
Terabit Core Router
MPLS Router
Metro Core
Last Mile Access
Metro Edge
Enterprise
Metro Ethernet (L3 switch)
PDSN
802.11 AP
EPON (OLT)
Storage Networking SAN Fabric, TOE
PSTN
LAN SW
BSC
Security VPN, IDS, Firewall
CDN/ Server Load balancing
EPON (ONU)
Ethernet
IP-DSLAM
Enterprise Switch
VDSL
Base stations
VDSL
9
KT ? ??? ? ??? ???
2.5 G
2.5 G
Cisco GSR12000
?? ???
G/E
??? ?? ??? ???

• gt120Gbps, 48G ??
• Extreme Black Diamond 8808

• gt36Gbps, 20G128F ??
• Riverstone 38000

??? ?? ??? ???
G/E

• gt16Gbps, 4G70F ??
• Cisco Catalyst 6506,
• Riverstone 8600,
• Extreme Alpine 3808

1G
1G
Ntopia ???
VOD server
GES
1G
1G
??? ???
?????? ???

• gt8Gbps, 2G32F ??
• ???, ???
• ??, ????, ???

DSLAM
FE
FE
KT ??? ??? ? ???
10
Broadband Access

• Carrier overcapacity than demand, i.e., carriers
  are in no condition to purchase any equipment.
• ????? ????? ???? ?? ??? 2002 ? ??? VDSL, Metro
  Ethernet ?? ?????, 2002?? ?? 42 ???.
• KT ? ?? ??? ??? VDSL (Ntopia-V) ? Metro Ethernet
  (Ntopia-E) ?? ???, Netspot ??? Broadband ????
  ??? ? ??? ???? ??? ?????.
• ?? ?? ??? ?? ?? ??? ???? ???.
• 2003?? ??? ??? VDSL ??? ??, ?? ??? ?? ???? ??? ??
  
• ?? ??? ??? ???? ?? ?? ?? ???.

11
EPON 100Mbps Broadband ??? , ???, ?? ????
??? ??? ? ?? ???
20km
MTU/MDU
EPON-OLT
ONU
Core
VDSL, Ethernet, FTTH
Splitter 161321
Metro Ethernet
ONT
Home Network

• Optical First Mile
• Minimum fiber/space in CO
• No power supply in field
• Downstream broadcast (video)
• 100Mbps 1Gbps Broadband service, cf. VDSL
  1325Mbps, 50Mbps

DSLAM
12
???? SoC - ?? ??? ???? ?? ??

• Backbone Metro Telco Market
• Core/Terabit Router - Network Processor, Switch
  Fabric
• Metro Ethernet Switch - Network Processor,
  Switch Fabric
• Last Mile Access Market
• EPON (FTTH) OLT/ONU, VDSL - Ethernet Switch
  Processor
• Home Networking
• NAT, Home Gateway, Wireless Switch - Low end
  Network Processor
• Enterprise Market
• Enterprise Switch - Network Processor, Switch
  Fabric
• Security VPN, L7 Content switch - Network
  Processor

13
???? SOC ??? State-of-the-art

• Network Processor
• Co-Processor (Classifier, Lookup, Security,
  Storage)
• Switch Fabric
• Ethernet Switch Processor

14
Network Processor Value Positioning

• Network Processor ?
• A programmable device optimized for packet
  processing
• Header parsing, pattern matching, bit-field
  manipulation, table look-ups, packet
  modification, traffic management
• Must be done at wire speed, Handle Layer 3-7
  tasks
• Reduced design cycle for NEV
• Adaptability to changing standards and protocols
  being developed IPv6, SIP, IPSec, MPLS,
  DiffServ
• Faster implementation of Incremental features
• Performance headroom for future upgrades 50
  in usual
• Total Cost Of Ownership

15
Forwarding and QoS functions
Ingress
Egress
Scheduler DRR, WFQ
Queue scheduling Per Interface
WRED
VOQ
Switch Fabric
Input Ports
Classification
Output Ports
IP Lookup
Rate Limiting
Policing/Marking DSCP written L2/L3/L4 filter
Drop

• Usage based Billing Service
• Wire-Speed Packet Classification for per-flow
  rate Limiting
• DSCP (Differentiated Service Code Point)
  written at ingress
• Classified and potentially discarded by WRED
  (Congestion avoidance)
• Assigned to the appropriate outgoing queue
• Output Scheduling for transmission (priority
  queuing)

16
Network Processing Platform
Control Plane (Protocol Processing Management )
CPU
Data Plane Processing
Network Processor
PCI, HT, RapidIO, PCI-Ex
Switch Fabric
High-Speed Interface
MAC/PHY
Gigabit Ethernet/ IEEE802.3ah/ IEEE802.11/ VDSL
Packet Processor (Lookup Forwarding)
Traffic Manager (QoS, Scheduling)
Packet Classifier
Security Engine
NPF LA-1
CSIX, SPI3, SPI4.2, NPF SI
Search Engine - CAM
Lookup Memory
17
Function Map

• Routing (BGP, OSPF)
• MPLS Routing
• Management (SNMP, RMON, MIB)

• Wire Speed Layer 47 Content Inspection
• Load Balancing
• Per-Flow Classification

CPU
Network Processor
Switch Fabric
High-Speed Interface
Gigabit Ethernet
Packet Processor (Lookup Forwarding)
Traffic Manager (QoS, Scheduling)
Packet Classifier
EPON IEEE802.3ah
Security Engine
Wireless IEEE802.11
VDSL

• High speed switching
• Non Blocking - VOQ
• Reliability/Redundancy
• Bandwidth Scalability 80G,320G,640G

MAC/Framer, PHY

• IP Lookup
• IPv6 Lookup
• Layer3 Forwarding
• NAT
• MPLS
• Field Manipulation

Search Engine - CAM
Lookup Memory

• VPN - IPsec
• SSL acceleration
• TCP termination
• Security Filtering
• Security Rule

• Congestion Avoidance
• Priority Scheduling
• Bandwidth Policing
• Service Level Agreement
• Billing, Rate Limiting

18
Network Processor Issues

• Processing Bandwidth
• 1G (1.488Mpps) ? OC-48 (7Mpps) ? OC-192 (32Mpps)
  ? 40G (120 Mpps)
• Deep packet classification, 1M LUT
• Multi-Processors 100 compute headroom
• More powerful engines VLIW, SMP, Dynamic
  multithreading
• Extensive use of hard-wired co-processor,
  classification, etc
• Memory Bandwidth
• Layer 3 10G requires 5GBps sustained, 610 GBps
  peak
• 4 Rambus 6.4 GBps peak
• 256 bit DDR-266 8.5 GBps peak
• 300MHz DDR 9.4GBps peak
• Layer 7 10G
• Need 20GBps sustained memory BW just for packet
  queuing
• Combination of embedded DRAM (bandwidth) and
  external memory(capacity)
• Line/Fabric Interface
• Need higher bandwidth low pin counts
• CSIX-L1 scales poorly to 10G - Too many pins
• SPI4.2 standard for 10G line side

19
?? Processing Engine Old Data
20
?? Bandwidth Old Data
21
?? Interface

• Utopia (ATM Interface)
• Level 1 8bit, 25MHz ? OC-3(155Mbps)
• Level 2 16bit, 50MHz ? OC-12(640Mbps)
• Level 3 32bit, 104MHz ? OC-48(3.2Gbps) ? OIF
  SPI-3
• SPI-4.1 64bit, 200MHz ? OC-192(10Gbps)
• SPI-4.2 16bit, 622MHz ? OC-192(10Gbps), LVDS
  311MHz DDR
• CSIX L1
• CFrame 32xn bit(n1,2,3,4) with 100/200/250MHz
  ? up to 32Gbps
• 32bit _at_100MHz ? 32Gbps, OC-48
• 64bit _at_200MHz ? 12.8Gbps, OC-192
• 128bit _at_100MHz ? 12.8Gbps, OC-192
• LVCMOS(166MHz), LHSTL(250MHz), Trace Length 68
  inch
• Header(2B) Header Ext(4B) Payload(256B)
  Parity(2B)
• Class (8bit ? 256 Class) , Destination (12 bit ?
  4096 CSIX port)
• Xon/Xoff port-level flow control, In-band control
  CFrame
• Too many implementation option, Not optimized for
  10G
• NPF SI
• Logical protocol scalable from 10Gbps to 40 Gbps
• 16 bit LVDS datapath 622MHz

22
tCAM Lookup Processing

• Search entries that match key(comparand)
• CAM returns address of the matching location
• Most designs optimized for 72 bit search, 72-bit
  comparand bus
• Often runs at 2xcore clock or in DDR mode
• 144bit key Write operation in single memory cycle
  for five-tuple lookup
• 576bit search for IPv6

23
Flow Classification for QoS
Classification (classify flows)
Rate Limiting (Per-flow RL)
Scheduling (Priority)
Control packets
Voice flows
HTTP flows
FTP flows
24
Per-Flow Rate Limiting

• Flow
• A sequence of packets with one common
  characteristics
• based on any field at certain layer for some
  period of time
• Associate IP packets to flows, provide guarantees
  for specific flows
• Rate Limiting
• Bandwidth allocation for each Customer/Application
  /Flow
• If current rate is within agreed
  controlled(in-profile), admit
• Otherwise (out-of-profile) discard or
  downgrade packet
• Bandwidth Provisioning granularity
• Packet Classification
• Identifies the flow to the which an arriving
  packet belongs.
• Identification may require complex operations
• Stores this information internally once, then
  other blocks of NP operation for each packet
  using flow ID

25
NPU Industry

• System vendors want Complete Solutions
• NPU, search engine, MAC, PHY, fabric
• Reduces TCO, project overhead, and design time
• Easier for new OEMs to enter market
• Fast market creation using off-the-shelf NPUs
• Successful vendors must offer all parts driven
  continued MA
• Big CPU vendors jumped in
• Intel, IBM, Motorola
• PHY vendors moving upstream
• AMCC, Vitesse, Agere
• Software is a new challenge
• Related players acquired
• SwitchOn, Orologic, Maker, NetBoost, SoftCom,
  Trillium, QED, SiByte
• Startup continue to emerge
• EZchip, ClearWater, Cognigine, Bay Micro,
  Internet Machine,

26
Competition Map NP1
AMCC (Market 40)

• AMCC7250
• Same 7120 core
• 220MHz, 0.18um
• 2 SPI3 (2GMII or OC48c) Duplex
• 10Gbps TM (5700) on Line card
• ViX 5Gbps (no CSIX)
• 24Gbps (Memory BW)
• 300

4th Generation
3rd Generation

• AMCC nP7510
• 0.13um Full-Customized nPcore
• 10G (Simplex) Sample 4Q01
• Six engine _at_ 330MHz
• ViX/SPI4 conversion chip
• More Headroom
• Ingress/Egress 2K Flow each
• AMCC nP7570
• SPI4.2 Duplex version
• Biggest Competitor IXP2800

nP7510 10G
nP7570 10G
nP7250 OC-48
2002.May
2003
Sample June2001
nP7270 OC-48
nP3400 2G24F
nP3404 4xGE

• AMCC 7120
• 2 packet engine(nPcore RISC)
• 220MHz, 0.18um
• 3Mpps, 5Gbps (line rate)
• ViX 5Gbps (Fabric interface)
• 440MBps (32bit SRAM lookup)
• Strong Compiler, Design Win Winner

0.13um Q2 2002
May 2001
2000
nP7120 2xGE
nP3450 2G24F
nP3454 4xGE
Integrated Switch
2000
Sample 3Q03
Sample 3Q03
NP Pioneer
INTEL ( 11)
IXP1200
IXP2400
IXP2800
IXP2850

• StrongArm, 3Mpps_at_200MHz
• IXBUS (External MAC)
• 3rd software Teja, IPinfusion,LynuxWorks
• SDKv2.0 May/2001 (free)
• C compiler 2000/site
• Aggressive design win Push

• Simplex OC-48
• 7Mpps _at_600MHz
• CSIXL1 over SPI3
• 0.18um, Xscale based
• 200300, Sep. 2002

• 10G (Simplex)
• 30Mpps with 16 packet engine(1.4GHz)
• 700MHz Xscale at 0.13um
• CSIX over SPI4.2
• gt400, Apr. 2003

• 2800 Security

27
Competition Map NP2
IBM (19)
Agere ( 9)
APP550
APP750
Payload
NP4GS3
NP4GX

• APP550
• Duplex(OC-48, 4GbE)
• TSMC 0.13um
• 266MHz
• 550, 2Q03 Volume
• Traffic Manager 550
• APP520
• Duplex (2GbE, OC-48)
• 195, Apr. 2003

• APP750
• Simplex (10Gbps)
• SPI4.2
• Connection to PI40
• Agere 0.16um
• Sample 2003
• NPTM (860700)

• PayloadPlus
• 5Gbps, 3chip Solution (585)
• High-end ATM applications
• On-chip SAR (OC-48 speed)
• Scale well OC-192
• TSMC 0.18um Full custom, Late/2001

• NP4GS3(Rainier)
• 4GbE MAC
• PowerPC 405 16 packet engine
• 8 Gbps line, 2x7.5Gbps fabric (DASL)
• Difficult to program - No compiler, support
  customer base
• Limited performance and poor scalability
• 0.18um, 400
• 2001/Q1 Production

• 4 GMII with CSIX/UDASL
• 0.13um
• Dropped

Motorola (15)
C-5
C-5e
C-3e
C-10

• 4 GbE, OC-48
• 32bit Utopia, CSIX
• MIPS-based compiler
• 233MHz 0.18um
• Production 2001, 400500

• 10 Gbps (Simplex)
• 600MHz 0.13um Custom design
• SPI4.2
• Sample 2H03 with Q-10

• 4 GbE, OC-48
• 32bit CSIX
• 266MHz 0.15um
• Production 2002, 450
• Traffic Manager Q-5 (575)

• 1 GbE or 8 FE
• 16bit Utopia
• 180MHz 0.15um
• Production 2002, 200
• Traffic Manager Q-3 (235)

28
NPU Industry Update

• NPU Market Forecasting
• NPU Market 1.5B _at_2005 Cahners In-Stat, 2002
• NPU Market 728M _at_2005 Gartner Dataquest, 2002
• NPU Market 2002
• 65 million (total Revenue) - A far cry from the
  hundreds of million dollars that IC maker till
  believe is possible
• 600 design wins _at_2001 leads to 65 million _at_2002
• Market is questionable with annual 50 million
  spending
• NPU Player
• AMCC market leader 38
• Intel 200 design wins
• Motorola 15
• IBM 19, High-end, but pulled out
• Agere Late player in IP, but actively
• Vitesse pulled out from long-haul business
• Many startup ceased operation, even Big player
  pulled out
• Key Issues

29
Constellation
40G NPU
10G NPU
Co-processor
EZchip NP-2
Silicon Access
EZchip NP-1
Xelerated Packet
Intel IXP2800
AMCC nP7510
Internet Machine
SwitchOn
Lexra
Agere APP750
CAM
Bay Micro
2.5G NPU
IDT
Cypress/Lara
Paion GEP2F24
Paion GEP2C02
SiberCore
NetLogic
Motorola C-5
Storage processor (TOE, iSCSI, FC)
BroadCom SB12500
Agere APP550
Intel IXP2400
1G NPU
Trebia
MindSpeed CX27470
AMCC nP7250
Silverback
Aristos
Alacritech
AMCC nP7120
Qlogic
Adaptec
Intel IXP1200
Wintegra
SwitchCore CXE-16
Galileo GalNet-3
30
?? Market Size and Market Share
Dataquest, 2002
31
tCAM Lookup Processor

• IDT Current market Leader
• Major wins for Cisco, Acquiring IBM solution
• 18Mb LA-1, 100Msps, TSMC 0.13um, Sampling
  2002.9
• 250Msps version 18Mb Sample Planned 1Q03
• Cypress/Lara 2nd leader
• NSE1000/2000 - 18Mb LA-1, 233Msps, Sample
  4Q02
• Leverage Ayama technology MA Feb. 2002
• NetLogic aggressive performance
• 18Mb NSE Sample
• Second-source agreement with Micron2003.1
• Micron pulled out 2003.3
• SiberCore superior
• 18Mb, 9MbLA-1, 288bit search with 50Msps, 250,
  Sampling 2002.8
• Ultra 18Mb Sampling 4Q02
• KLSI Early lead with 4.5Mb
• 9Mb delaying with competitors shipping 18Mb
• Retreat from tCAM market at Jan/2003
• Micron/Music Losing ground

32
Packet Classifier

• L47 Classification Chip
• Application for Content Switching, Firewall,
  Virus scanning, Intrusion Detection

33
?? Security Engines

• Encryption Engines best suited for IPsec VPN
  applications
• Integrated high-speed encryption engine with
  Network Processor will drive future
• Gbps IPSec, SSL acceleration
• Broadcom
• BCM5850 current fastest IPsec chip
• 4.8Gbps IPsec (3DES, SHA-1, AES)
• PL3 interface to BCM1250 processor
• 2002 Oct Sample, 520
• Move toward integrating security chip into other
  products
• Cavium NitroxII
• First flow-through 210Gbps IPsec SSL
  performance
• 5Gbps IPsec, 38,000 SSL
• 2002.4 Sampling, 295795
• HiFn HIPP-3
• Market leader in security, but lost the
  technology leader to Cavium, Corrent, and Layer N
  
• Single chip (Encryption, Classification)
• 20Gbps IPsec at 10GbE
• Flow-through SPI4.2, HT, PCI-X

34
Switch Fabric
Ingress Queue(VOQ)
Crossbar
Egress Queue(OQ)
1
1
1
1
2
2
3
3
N
N
N
N
Configuration
Grant
Uni/Multicast Arbitration Flow Control
Request
Scheduler

• Ingress data when there is no backpressure
  signal, i.e., queue is not full
• Each ingress Q requests for cell transfer to
  Egress port
• Ingress Request Generation Block generates and
  send requests to destination ports
• Grant Generation Block selects one request from
  ingress ports and grant a transfer
• Start cell transfer

35
Switch Fabric Requirement

• Switching Bandwidth Increase
• Single stage 4080G with 16 or 32 ports (Today)
• Need 320G, Terabit Scalability required
• Shared memory 80Gbps physical limit?
• Crossbar High speed implementation,
  intelligent scheduling
• Efficient Scalability
• Multi-stage architecture is inevitable for 10s of
  Tbps router - bit-slicing method is limited
• Performance is a factor of flow control, priority
  schemes, latency and Non-blocking behavior for
  Unicast/Multicast/ Broadcast traffic
• Total Cost of Ownership
• Number of chips, power consumption, Multi shelf
  interconnect
• Low Power high-speed Serial Technology
• NK redundancy trade-off is driven by system cost
• Support for multiple services
• IP, Ethernet, ATM, TDM

36
?? Market Forecast 2000
37
Switch Fabric Market Update 2003

• Market
• Various analysts projected it to exceed 1
  billion by 2004, with CAGR 60
• Market was too much over forecasted Gartner
  Dataquest, 2000
• Service Provider Router Market Synergy Research
  Group, 2003
• But as we enter 2003, telecom continues to be
  moribund
• New chassis design launches are important for
  switch fabric market switch fabric is one of
  the first architecture decision point

38
Fabric Trend Update

• More system upgrades than new chassis
• Cap-ex spending is down
• Design-win momentum slowing
• Long-term fabric market is healthy
• Most OEMs using merchant fabric silicon from
  in-house ASIC
• New design will start again on 2004 for new box
  (06)
• Backbone product design cycle 67 years, last
  cycle was 99
• Volume and prices continue to decline
• Slowdown forcing consolidation
• Alliance are critical for success
• Optimize cost/performance curve
• Integrated fabric and Traffic Manager
• Focus shifted from 10G to 12.5G application
• Trend toward standard interface
• Standard CSIX/SPI allows flexible choice of NPU
• CSIX-L1 for OC-48, Many options in the spec
• NPF-SI addressed 10G applications

39
Switch Fabric Players

• PMC-Sierra
• Pulled out Fabric and network processing business
• But the ace up MPC-Sierras sleeve could be
  microprocessor division
• IBM
• 10Gbps to 320Gbps, So far leader in fabric market
• PowerPRS fabric marketed together with PowerNP
  network Processor
• Pulled out Fabric market, Sold to AMCC at 47
  million
• Vitesse
• Leading incumbent vendors
• GigaStream offers leading integration and power
  dissipation at OC-48
• TeraStream has less competitive feature sets and
  lags in throughput
• AMCC
• Through acquisition, AMCC provides total
  solutions
• Latest product, nPX5800, scales to 160Gbps ?
  being cancelled
• PowerPRS will replace 5800
• Yuni networks, fills the 640Gbps fabric solution

40
Competition Map Switch Fabric
2.5Tbps
Agere PI40 80G/2.5Tbps
Marvell

• Prestera FX9130
• 80G/5Tbps
• 2003

TeraChip

• 160G/1.28Tbps
• 2003

• 80Gbps(1SF4QM)
• 2.5Tbps(32SF128QM)
• 2Q02 Sample
• Agere 0.16um, 1100

AMCC nPX8005
1.2Tbps
TeraCross
PetaSwitch

• Glimps 1000
• 80G/1.2Tbps
• Intel FAB IXP2800

• Pisces 40/1.2Tbps
• 320Gbps(3chip)
• Sample 1H02
• UMC 0.15um

• 320Gbps(8SF 2SCQM)
• 640Gbps(16SF 4SCQM)
• 1.2Tbps(32SF8SCQM)

IBM EQ
640Gbps
PMC TTX
ZettaCom
Internet Machine
TAU
Broadcom

• Gemini
• 40/640Gbps
• 3Q02

• 40/640G

• 40G(14)
• 320G(832)
• 640G(1664)
• 3Q02

320Gbps

• 80/640G

Mindspeed iScale 40/320Gbps
IBM Q64G 160/320Gbps
PMC ETT1 320Gbps
Erlang

• 80/640G

• 40Gbps(1SF2QM)
• 320Gbps(8SF16QM)
• TSMC 0.18um

• 160Gbps(4SF16QM)
• 320Gbps(8SF32QM)
• 1H/02

160Gbps
AMCC Npx5800 20/160Gbps
Vitesse TeraStream 80/160Gbps

• 80Gbps(2SF8QM)
• 160Gbps(4SF16QM)
• 2Q/02, CSIX, 16class
• 1154690

• 20Gbps(1SF 1QM)
• 160Gbps(8SF 4QM)

Vitesse GigaStream 20/80Gbps
Agere PI-X 20/80Gbps
IBM 64G 40/80Gbps
80Gbps

• 40Gbps(1SF 4QM)
• 80Gbps(2SF 8QM)

• 1Q/02, Utopia, 8class
• 240400

Vitesse CS 32/64Gbps
AMCC 5500 20/40Gbps

• 2Q/01

2001 2002
2003
41
Switch Fabric Class
42
?? Fabric Architecture Comparison
43
??? ??

• Retrospect
• Telco Crash
• ???(Eco-System) ? ??
• ??? ????? ???? ??? ?? ???
• ???? ??
• Network ?? ?? ??
• Network SOC ? Re-positioning

44
Network SOC Roadmap
Retrospect
Intelligence (Layer)
10G NPU
7
EZchip NP-1 Intel Lexra Agere AMCC
nP7510 Internet Machines Silicon
Access Clearwater Cognigine Bay Micro
Xelerated Packet Device EZchip NP-2 ClearSpeed
Multi-Service Platform
2.5G NPU
Next Generation Mobile Infrastructure
6
AMCC nP7250 Vitesse IQ2200 MindSpeed
CX27470 BroadCom SB12500
Giga/Terabit Backbone
Intelligent and Secure
Cisco GSR12416
Juniper M160
Charlotte Arenea-1
Lucent NX64000
Avici TSR
Pluris Teraplex
5
4
8
9
56
32
F5 BGP-IP
Nexsi 8000
Alteon 180
Arrowpoint CSS1100
Foundry ServerIron800
Motorola C-5 IBM Rainier Vitesse IQ2000
IronCore ASIC
Intel
WebIC
CustomASIC
MMC
Metro Ethernet Broadband
1G NPU
4
Foundry Big Iron 15000 Fast Iron III
GEP4C04
In-House ASIC
Intel IXP1200 AMCC nP7120
Riverstone RS38000
Foundry Fast Iron II
Foundry Fast Iron II
120
3
64
96
32
256
139
144
160
24
48
120
Cisco Catalyst 6513
Cisco Catalyst 7606
Extreme Black Diamond 6816
Intel SwitchCore CXE-16
Cajun P882
32
40
60
Galileo GalNet-3
Intel BroadCom Acute Allayer AL1032
Extreme Black Diamond 6808
Riverstone RS8600/ RS16000
Extreme Alpine 3808 Summit7i
320G SF
640G SF
64G SF
2
IBM PRS64G MindSpeed CX27302 Paion GES0032
Agere PI40X/C PMC-sierra TTX IBM PRS-EQ Vitesse
VSC882
AMCC nP8000 Velio VC2002 Paion MOSAIC
PMC-sierra ETT1 AMCC nP5800 Power X
SX-16 ZettaCom ZEST-IXS
32
64
128
256
512
8
16
4
Bandwidth (Gbps)
2001.10.17 ???????? ????
45
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46
Telecom Collapse

• Largest Network equipment buyers
• Capital spending cut from 116B(00) to 46B(02)
  60 drop
• Telco revenue 197B for voice, 63B for data
  2001 US
• Carriers spend 15 of revenues on equipment
• Cut off 500,000 jobs in two years
• 61 service provider bankruptcies
• 11 of the top 25 money losing firms in 2001 were
  telecom
• Total 107B losses
• 470B of debt
• Not going to return to the late 1990s in a
  near-term recovery
• New business strategies are required

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Impact

• Effects on Vendor
• DSL, wireless, cable vendors devastated
  customers collapsed
• Components awful no new design wins
• Optical very bad revenues off 80
• Core routing bad revenues off 50
• Effects on Financial Market
• 60,000 jobs lost in investment banking since
  1/2001 - no acquisitions or IPOs
• 2,500 companies were acquired or went public in
  the 1996-2000 boom
• Over 10,000 venture-backed private companies now
• At least 7,500 (75 or more) will run out of
  money in 2002-2005

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???? ??
Intel
Agere
AMCC
Motorola
EZchip
Silicon Access
ZettaCom
Wintegra
Internet Machines
Marvell
Broadcom
Vitesse
Zarlink
Power X
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Market Value Erosion
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Stock Market
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Alternative

• Find the bottom
• Look for a safe niche
• Hibernate and wait for an upturn
• Seek government intervention
• Explore non-US opportunities
• Proper market technology
• Vendors/investors forced to abandon innovative
  next-generation products
• Telco spend money to save money, not for new
  services
• Go after enterprise market instead?
• What about consumer/residential market?

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Alternative Technology ..

• Still Most Promising
• Security (SSL/VPNs, firewalls, IDS, identity
  management, attack mitigation)
• Wireless (WLANs, roaming, fixed broadband)
• Storage networks (NAS, SANs migration to Storage
  networks over IP)
• Still Must
• Switching (metro, more VPN flavors)
• Sell to technologically-backward incumbents
• New SONET and MSPP , softswitches
• Lagging
• VoIP (SIP, ENUM, virtual PBX services)
• Transport (10 Gig Ethernet)
• Optical (40 Gig SONET/SDH, optical transmission,
  GMPLS)

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Example Fusion of Home Network and Entertainment
Cluster

• With broadband growth starting to slow, Telcos
  are serious about investigating the smart home
  network segment for value added broadband
  services -- Residential gateway Integrates cable
  modem/router/wireless access point
• Home networking has become a bigger focus of the
  CE industry
• Products are emerging to enable connectivity
  between the home data network and the
  entertainment cluster at reasonable price point
• The next wave of interconnectedness between
  devices will not for basic data/broadband
  sharing, but instead for the fusion of the PC and
  entertainment worlds in the form of media center
• Silicon vendors rush
• Standard Activity 802.15
• Microsoft the biggest splash with the media
  center edition of XP
• Intel media center reference design and the
  push to get CE vendors to create a new product
  category around the media center
• Motorola - connected home

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Example Home Networking
Disk Array (Server)
Home Media Server
EPON(FTTH) Super VDSL Metro Ethernet
CPU
Optional IPSec SA and SSL Content memory
UWB WiFi 1394
UWB IEEE1394 802.11
PCI
Billing Rate- limiting
EPON MAC
Firewall Security
NPU
Switching
FE PHY
8 x FE
802.11 AP
System memory
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Example WirelessSecurity

• QoS with guaranteed SLA, Bandwidth rate limiting
• Application-based flow classification for VoIP
  and streaming media
• AP L3/L4 Load Balancing
• Wireless Mobility Security
• Encryption for WEP, TKIP and AES, Kerberos
  Security
• VPN(L2TP/IPSec)
• Wireless Management
• Serial and Power over Ethernet

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Example Wireless/Mobile Coexistence
HLR/VLR
IWF
PSTN
Radio Access Network
Voice Network
E1/T1
MSC Mobile Switching Center
BTS 1
AAA
E1/T1
HA
OAM
ATM/IP
Data Network
E1/T1
BSC Base Station Controller
Fast Ethernet
Data Network
BTS n
PDSN Packet Data Serving Node
Roaming / Handoff
Wireless LAN
802.11 AP
Metro Ethernet Switch
Wireless Switch
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Repositioning Ethernet Switch Processor

• Market
• GbE switch silicon revenue 348 million in
  2002, 540 million 2004, and 1.063 billion in
  2007, 25 CAGR, IDC, March 2003
• Broadcom and Marvell owned 90 percent of the
  market in 2002, the split was about 60-40, Mostly
  Fast Ethernet market
• Sweet-spot 24/16/8 port
• Until now, GbE switches were considered to be too
  expensive for all but enterprise applications.
  However, GbE-enabled laptops, PCs and network
  interface cards (NICs) are driving the cost of
  GbE to all-time lows. This has accelerated the
  demand for higher bandwidth GbE switch
  performance across all segments of the market,
  further increasing volumes and reducing cost.
• Player
• Broadcom announced 24 port and 16 port GbE
  switch on Sep. 2003, and provides 4-, 5-, and
  8-port GbE switch with integrated PHY, General
  sampling Oct. 2003
• Marvell Announced 24 port GbE switch,
  Prestera-EX242, on Feb., Integrated SERDES with
  24 port GbE on Apr. 2003,
• Vitesse announced Stapleford(VSC7303) 24 port
  GbE switch chip, doing Layer 4 processing on
  April. 2003, Announced Heathrow-II, 16 port GbE
  on 2002 Spring
• Others Zarlink, Realtek, ADMtek, SwitchCore,
  Via, Paion
• Issues
• Integration up to Layer 3, Filtering. SERDES and
  PHY consideration in future
• Cost lt 68 / GbE port
• Power lt 0.2 0.25 watt/ GbE port
• Foundry 0.13um CMOS process

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Competition Map Ethernet Switch Processor
40/160Gbps
TeraStream
24GE
VSC7303 (Stapleford)
20/80Gbps
16GE
GigaStream
VSC7301 (Heathrow-II)
VITESSE
CrossStream
24GE SERDES
MA(Sitera)
MA(Exbit)
Drop(NPU)
80G5Tbps
24GE
Prestera EX241 600
Prestera EX242 200
4G48FE
MARVELL
40640Gbps
24GE
MA(Galileo)
13GE
BCM5345 0.13um
BROADCOM
2G24FE
BCM5633
MA(Allayer, SiByte)
BCM5615
2002 2003
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New Roadmap
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61
SoC ??? ???? ??

• Global Trend
• ?? ??? ??
• Eco-System ???? ??? ??, Foundry
• ??? Mind? ?? ?? - Product Planning
• Trend ?? ??
• ?? ??? TCP, ??? ??
• ???? ????

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Global Trend

• FTA ? ?? ?? ???? ??
• IT ?? ??, ??????
• ??- ???, ??/??-???? Alliance ??
• Foundry ??
• 12 Fab. ???? 25??, AMDUMC, STMicroPhilips ??
  ??
• Infineon ? SMIC ??
• ????????
• Core Open Standard? -ARM, MIPS, SH, TI, StarCore,
  Trimedia
• ??? ???
• ??? ?? ??? ?? ?? (2002? 40)
• ??? ??? ??? ?? - ? ??? ?? ? ???? Behind ?? ????
  ????? ??? ??. NGN, Broadband session, 2002
• ?? 2005 275?(????? 14), ?/??-????
• ?? Foundry-gt SoC? ????, Fabless Design House (gt
  1? ) 10???
• ?? Foundry ????, ???? ? ???? Foundry ??? ?? ??
• ??/??/??? - ??? ??

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Network Eco System

• ???? ???? ??? ??? Otherwise, arteriosclerosis
• BCN (Broadband Convergence Network) ??? ???
• ???? ??, ???, ?????, SoC ? ??
• TCO ???? ?? Embedded Software ? Foundry ??? ??
• SoC ??? ?? ????? ???? ??

Bandwidth Service, Culture Creation
eBay
AOL
Yahoo
Daum
NHN
KT
MCI
China Telecom
Revenue Generation, Value Creation, Recovery
Comcast
Nortel
CISCO
Redback
End-to-End intelligence, TCO Minimization
Huawei
Vitesse
AMCC
Broadcom
Intel
Silicon cycle out-sourcing, End to End Solution,
Market Window
PMC
Agere
Marvell
Motorola
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Foundry

• Fabrication
• Downturn outsourcing strategy from foundry
• China semiconductor market 16B (02), 31B(06)
  Gartner Dataquest
• Big 3 TSMC, UMC, gt 8.4B, 90 total
• Prospect Foundry sales 25B (07) Scottsdale IC
  insights
• TSMC
• 4.6B (02), 28 ?, 40 market share
• 2.57B (10th, 1H03) cf. Intel 12.21B (1st, 1H03)
  
• 0.18um 0.18um gt 85 sales
• Altera, ATI, Motorola, nVidia, Broadcom, TI, Via
  
• UMC
• Fab alliance with AMD
• Infineon 3.6B partnership
• IBM
• Next serious player
• 6.1 market share, became Rank 4th ? 3rd, (02)
• AMD, nVidia, Xilinx, Qualcomm, Broadcom
• SMIC
• Cost advantage

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??

• ???? ?? ??? ???? ??? ?
• ??
• ?? 6000km2, 1700?
• 90.4 ???? ??, ??? 20 ?
• ?? ?? ??? 12
• ??? ?????
• ???? ?? ????, ??? ??(??) ?? ??? (??) ? ????
  ??? ??? ???? ??
• ???? ??
• ??? ???? ??
• 10?? ??? ?? ??????? ?? ?? ???? ???, 10??? ????? ?
  ??
• ????? ???? ???? ???? ?????

67
????
??
????
??? (??)
???, IT
???
??
68
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69
Education

• Demand Creation
• Story, Contents
• Digital Life Emotion,Temptation
• Culture ? ?? ??
• Feature vs. Benefit
• TCP (Target Customer Profile) - ??? ????
• TCO (Total Cost of Ownership)
• Engineering Education
• ??? ??
• ??? ??, ???
• ????, ????, ??? ??
• ??? ??
• Technology Leadership
• Technical Marketing
• ??? ??? Positioning
• ??? Mind? ????
• Product Planning
• ??? ??? ???? ???? ??? ?? (cathedral and bazaar)
  

70
??? - ??? ??

• ???? ?? ? ??? ??? ???? ?? ???.
• So, first of all, let me assert my firm
  belief that the only thing we have to fear is
  fear itself nameless, unreasoning, unjustified
  terror which paralyzes needed efforts to convert
  retreat into advance.
• Saturday, March
  4, 1933, Franklin D. Roosevelt
• At the time, he was speaking of the crisis
  that was facing the nationthe Great
  Depression. Today, we reflect on his word, in
  light of the crisis that now confronts this
  nation.

JoonSeo_at_paion.com