Business Investment Opportunities In Atca

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Business Investment Opportunities In Atca

  1. 1. Business Investment Opportunities in ATCA: Innovation within Standards B.W.Stuck Managing Director Signal Lake
  2. 2. Business Model Consequences: xTCA Analogy to PC Standardization Goal – Standard interfaces between modules – Standard bus/switch – Interoperable components with standard interfaces vs proprietary bundled components Industry Standards Process – Initially IBM for personal computers – Now PICMG
  3. 3. PC Business Model Evolution Standards based components enjoy growing volume (units up, pricing down) Substantial reduction in costs, margins, prices for components and PCs Enablement of robust chip and software plays Physical layer moves to very large original design manufacturers
  4. 4. xTCA Economic Drivers Broad adoption of standards-based components Substantial reduction in costs, margins, prices (but due to price elasticity, will be offset by more units of equipment) Physical layer moves to original design manufacturers – Board level manufacturing moves to Asia – Niche board specialists get squeezed Enablement of robust chip and software plays – Software enabled by HPI standard, SAF – Chips leads to major new industry players
  5. 5. Investment Implications Long Term Winners – Semiconductors – Software – System integrators – Original design manufacturers Long Term Losers – Board level vendors – Contract manufacturers

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