More Related Content More from VDC Research Group (11) The Architecture of the ATCA & AMC Markets1. Embedded Hardware & Systems Practice
Jonathan Hastings - Analyst
WEBCAST
The Architecture of the ATCA & AMC Markets
NOVEMBER 2011
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2. Recording Available
A full audio recording is available for download at:
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3. About Us
VDC provides market intelligence and custom consulting for clients.
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4. Our Core Coverage Areas
AutoID & Transaction Automation Embedded Hardware & Systems Mobile & Wireless
Industrial Automation & Control Embedded Software & Tools Emerging Technologies
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5. Ways to Work With Us
Our report is one of many ways VDC the many ways VDC can help you In addition to published research, VDC offers services designed to meet
This syndicated research is the basis forcan help you grow your business. grow your business. We offer a wide variety of a wide variety of services
specific tactical and strategic decision support decision of our needs. are our on a foundation of a foundation professionals applying robust
designed to meet specific tactical and strategicneeds. Allsupport servicesAll ofbuilt services are built on highly skilled of highly skilled professionals
methodologies methodologies to VDC’s large refreshed datasets.
applying robustto VDC’s large and continuouslyand continuously refreshed datasets.
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6. Today’s Speaker
Jonathan Hastings
Analyst
Prior to joining VDC, Jonathan worked several years in aerospace, including an engineer
position at General Electric Aviation. During that time, he developed knowledge in stress
analysis, aerospace design, Six Sigma, and project management. Jonathan holds a BS in
Mechanical Engineering from Brown University in Providence, RI. He has completed
additional coursework in economics, biology and legal studies. Jonathan previously
worked at VDC in the Industrial Automation practice conducting studies on surge
protection and chart recorder technologies.
For complimentary insights and marketing data:
http://blog.vdcresearch.com/ehw
© 2011 VDC Research Webcast
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7. Today’s Agenda
Top Two Segments in the SBC Market
Top Three Vertical Markets
Key Strategic Growth Drivers
Leading Competitors
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8. The SBC Market is Growing….
Total Global Market, ATCA CPU Blades, Total Global Market, AMC CPU Cards,
2010–2013 2010–2013
(US$ in millions) (US$ in millions) $140
$600 $132.7
$545.2
$120
$500
$451.4 $101.5
$100
$400
$377.6
$80.1
$332.1 $80
$69.1
$300
$60
$200
$40
$100
$20
$0
$0
2010 2011 2012 2013 2010 2011 2012 2013
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9. Top Three Vertical Markets
What does it all mean?
ATCA CPU Blades, Vertical Markets, AMC CPU Cards, Vertical Markets, 2010 & 2013
2010 & 2013 (% of Dollar Volume Shipments)
(% of Dollar Volume Shipments)
67%
81%
Communications & Network Communications & Network
85% Infrastructure
77%
Infrastructure
13%
7%
Military & Aerospace Military & Aerospace
8% 11%
4% 11%
Industrial Automation & Control Industrial Automation & Control
3% 8%
0% 25% 50% 75% 100% 0% 20% 40% 60% 80%
2013 Total: US$ 545.2 Million 2010 Total: US$ 332.1 Million 2013 Total: US$ 132.7 Million 2010 Total: US$ 69.1 Million
© 2011 VDC Research Webcast
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10. Key Strategic Growth Drivers
Where suppliers should focus their attention to take advantage of growth opportunities
Segment Strategic Growth Drivers
Support up 40G and even 100G applications
ATCA CPU Blades Provide domain expertise around 4G LTE & WiMAX
Offer faster upgrades through simple blade addition/replacement
Demonstrate a truly “ruggedized” technology with a small footprint
AMC CPU Cards Offer high data throughput via high speed serial interconnects
Support for edge-computing applications
© 2011 VDC Research Webcast
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11. ATCA/AMC CPU Blades – Leading Competitors
Leading competitors in the ATCA CPU blade market include RadiSys, Emerson, and Kontron.
Emerson and Kontron are leaders in the AMC CPU card market.
ATCA CPU Blades, Leading Vendors by AMC CPU Cards, Leading Vendors by
Market Share Position, 2010 Market Share Position, 2010
2010 Total: US$ 332.1 Million 2010 Total: US$ 69.1 Million
Supplier Name Supplier Name
RadiSys Corporation
Emerson Network Power
Emerson Network Power
Kontron AG
Kontron AG
Ampro Adlink Technology Inc Extreme Engineering
Diversified Technology
Mercury Computer Systems
Continuous Computing *
GE Intelligent Platforms
Mercury Computer Systems
*Note: Continuous Computing was acquired by RadiSys Corporation in March 2011
Source: All market share positions are VDC estimates based on several sources, including supplier financial data
© 2011 VDC Research Webcast
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12. Strategic Insights 2012: Embedded Hardware & Systems Market
Capitalize on growth opportunities in the Embedded Hardware & Systems market with VDC’s detailed
market coverage, actionable multi-layered data segmentation and expert analysis.
Final Deliverables:
Track 3: Embedded COTs Systems
Volume 1: North America
Volume 2: European Union
Key Findings
Market Estimates & Forecasts
Competitive Analysis
Vendor Profiles
Founding Sponsorship Deadline: December 30, 2011
© 2011 VDC Research Webcast
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13. Thank You for Attending this VDC Webcast.
For more information please contact:
Jonathan Hastings – Analyst
jhastings@vdcresearch.com | 508.653.9000 x127
Bob Perugini – Account Executive
rperugini@vdcresearch.com | 508.653.9000 x144
For complimentary insights and marketing data:
http://blog.vdcresearch.com/ehw
© 2011 VDC Research Webcast
Embedded Hardware & Systems
vdcresearch.com
Editor's Notes VDC Research Group (VDC) provides exceptionally detailed direct-contact primary market research and consulting services to many of the world's largest technology suppliers, innovative start-ups and leading investors. The firm is organized around six practices, each with its own focused area of coverage, but all committed to the firm’s core philosophy. This philosophy is applied in our syndicated research and in the wide variety of other services we provide to meet our clients specific tactical and strategic decision support needs. All of our services are built on a foundation of highly skilled professionals applying robust methodologies to VDC’s large and continuously refreshed datasets. ATCA CPU Blade & AMC CPU Card Segments Leading the WayFor ATCA CPU Blades, The open architectures, interfaces, reliability and scalability of ATCA are driving demand.