The Architecture of the ATCA & AMC Markets


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Despite the broader industry adoption of the ATCA blades and AMC cards in new verticals, the majority of the commercial spend will continue to be dominated by the communications and networking vertical segments, whether on ATCA CPU Blades, on non-intelligent ATCA Carrier Blades or on MicroTCA systems. During this webcast, Analyst Jonathan Hastings drills further down into the vertical market opportunities and highlights some of the significant trends that are influencing the shape of the overall commercial market.

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The Architecture of the ATCA & AMC Markets

  1. 1. Embedded Hardware & Systems Practice Jonathan Hastings - Analyst WEBCAST The Architecture of the ATCA & AMC MarketsNOVEMBER 2011 © 2011 VDC Research Webcast Embedded Hardware &
  2. 2. Recording Available A full audio recording is available for download at: © 2011 VDC Research Webcast Embedded Hardware &
  3. 3. About UsVDC provides market intelligence and custom consulting for clients. Market Intelligence for Technology Vendors & Investors  Direct-Contact Primary Market Research  Deeply Segmented Data  Expert Insights  Validated Results Custom Consulting Services for Your Most Critical Business Decisions  Research-Based Consulting  Transparent Tools & Methodology o Highly Customized Survey Guides & Output Templates o Sophisticated Market Estimate & Forecast Models o Detailed, Flexible Stakeholder Maps & Profiles o Industry Development Scenarios o Market Opportunity Fit Screening, Rating & Ranking © 2011 VDC Research Webcast Embedded Hardware & Systems
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  5. 5. Ways to Work With UsOur report is one of many ways VDC the many ways VDC can help you In addition to published research, VDC offers services designed to meetThis syndicated research is the basis forcan help you grow your business. grow your business. We offer a wide variety of a wide variety of servicesspecific tactical and strategic decision support decision of our needs. are our on a foundation of a foundation professionals applying robustdesigned to meet specific tactical and strategicneeds. Allsupport servicesAll ofbuilt services are built on highly skilled of highly skilled professionalsmethodologies methodologies to VDC’s large refreshed datasets.applying robustto VDC’s large and continuouslyand continuously refreshed datasets. © 2011 VDC Research Webcast Embedded Hardware & Systems
  6. 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: © 2011 VDC Research Webcast Embedded Hardware & Systems
  7. 7. Today’s Agenda Top Two Segments in the SBC Market Top Three Vertical Markets Key Strategic Growth Drivers Leading Competitors © 2011 VDC Research Webcast Embedded Hardware &
  8. 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 $0 2010 2011 2012 2013 2010 2011 2012 2013 © 2011 VDC Research Webcast Embedded Hardware &
  9. 9. Top Three Vertical MarketsWhat does it all mean? ATCA CPU Blades, Vertical Markets, AMC CPU Cards, Vertical Markets, 2010 & 2013 2010 & 2013 (% of Dollar Volume Shipments) (% of Dollar Volume Shipments) 67% 81% Communications & Network Communications & Network 85% Infrastructure 77% Infrastructure 13% 7% Military & Aerospace Military & Aerospace 8% 11% 4% 11%Industrial Automation & Control Industrial Automation & Control 3% 8% 0% 25% 50% 75% 100% 0% 20% 40% 60% 80% 2013 Total: US$ 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 Embedded Hardware & Systems
  10. 10. Key Strategic Growth DriversWhere 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 Embedded Hardware & Systems
  11. 11. ATCA/AMC CPU Blades – Leading CompetitorsLeading 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 2011Source: All market share positions are VDC estimates based on several sources, including supplier financial data © 2011 VDC Research Webcast Embedded Hardware & Systems
  12. 12. Strategic Insights 2012: Embedded Hardware & Systems MarketCapitalize on growth opportunities in the Embedded Hardware & Systems market with VDC’s detailedmarket coverage, actionable multi-layered data segmentation and expert analysis.Final Deliverables:Track 3: Embedded COTs Systems  Volume 1: North America  Volume 2: European UnionKey FindingsMarket Estimates & ForecastsCompetitive AnalysisVendor ProfilesFounding Sponsorship Deadline: December 30, 2011 © 2011 VDC Research Webcast Embedded Hardware & Systems
  13. 13. Thank You for Attending this VDC Webcast.For more information please contact: Jonathan Hastings – Analyst | 508.653.9000 x127 Bob Perugini – Account Executive | 508.653.9000 x144For complimentary insights and marketing data: © 2011 VDC Research Webcast Embedded Hardware & Systems