This study examines the wired physical layer and logical layer products shipping within the data networking, access, optical, voice, and mobile infrastructure markets. A top-line forecast is shown, segmented by major application market segment for 2005?2009.

The year 2005 will give T/E, SONET/SDH, and ATM semiconductor suppliers a reprieve after several consecutive years of market declines. Ultimately, this opportunity will be short lived. Over the next several years, the convergence of a simultaneous order of magnitude improvement in end-user communications bandwidth in both the home and the enterprise and the impetus to move to a single IP network will quickly pressure both the T/E and ATM markets. The SONET/SDH market stands alone in its potential to benefit as the effects of this bandwidth increase ripple through the metro ring.

Companies Mentioned: Infineon; Agere; PMC-Sierra; Mindspeed; AMCC; Vitesse; Exar; Wintegra; Maxim

• In This Study
  • Scope
  • Methodology
• Situation Overview
• Future Outlook
  • Forecast and Assumptions
  • Table: Key Forecast Assumptions for the Worldwide T/E, SONET/SDH, and ATM Semiconductor Market, 2005-2009
  • Table: Worldwide T/E, SONET/SDH, and ATM Semiconductor Revenue, 2004-2009 ($M)
  • Table: Worldwide T/E, SONET/SDH, and ATM Semiconductor Revenue by Application Segment, 2004-2009 ($M)
    • Product Segment Details
      • T/E
      • Table: Worldwide T/E Semiconductor Revenue by Speed, 2004-2009 ($M)
      • Table: Worldwide T/E Semiconductor Revenue by Application Segment, 2004-2009 ($M)
        • Vendor Review
      • SONET/SDH
      • Table: Worldwide SONET/SDH Semiconductor Revenue by Application Segment, 2004-2009 ($M)
      • Table: Worldwide SONET/SDH Semiconductor Revenue by Speed and Function, 2004-2009 ($M)
        • Vendor Review
      • ATM
      • Table: Worldwide ATM Semiconductor Revenue by Speed and Function, 2004-2009 ($M)
        • Vendor Review
        • Table: Worldwide ATM Semiconductor Revenue by Application Segment, 2004-2009 ($M)
• Essential Guidance
• Learn More
  • Related Research
  • Definitions
  • Synopsis