Forward Concepts: DSP & videoconferencing market research

1. IP PBX Suppliers

2. IP Phone Suppliers

I. Cable VoIP Client Gateway Market

J. VoDSL Integrated Access Device (IAD) Market

K. Internet Telephony Access Appliance Market

L. Wireline CPE Chip Market Summary

M. Wireless LAN IP Telephony Market

N. Wireless Local Loop (WLL) IP Telephony Market

O. Cellular Packet Voice Market

P. WIRELESS MARKET SUMMARY

Q. TOTAL MARKET SUMMARY

VIII. DSP CHIP COMPANY PROFILES

1. 3DSP CORP.

2. AGERE SYSTEMS

3. ALCHEMY SEMICONDUCTOR/AMD

4. ANALOG DEVICES

5. AUDIOCODES

6. BOPS, INC.

7. BROADCOM

8. CENTILLIUM

9. CONEXANT/MINDSPEED

10. DSP GROUP/VOICEPUMP

11. GLOBESPANVIRATA

12. IMPROV SYSTEMS

13. INFINEON TECHNOLOGIES

14. INTEL CORP.

15. ISHONI NETWORKS

16. LSI LOGIC

17. MAPLETREE NETWORKS

18. MOTOROLA

19. NETERGY MICROELECTRONICS

20. REALCHIP

21. STMICROELECTRONICS

22. TEXAS INSTRUMENTS

IX. SUMMARY

A. Future Applications, Products and Services

B. The Factors for Success and Obstacles

C. Major Opportunity Areas

D. DSP Chip Trends

X. APPENDIX Internet Telephony Glossary

XI. INDEX

FIGURES

Figure 1 PC-to-PC Voice Connection via Internet

Figure 2 Dial Phone Connections via Internet

Figure 3 PC-to-PC Voice Connection via the Internet

Figure 4 Dial Phone Connections via Internet

Figure 5 IP Telephony & Videoconferencing vs. file transfers over LAN

Figure 6 H.323 Terminal Block Diagram

Figure 7 Network Architecture with Gateway

Figure 8 H.323/H.320 Gateway Functionality

Figure 9 Gatekeeper & Zone Definition

Figure 10 TCP/IP & the ISO 7-Layer Protocol Stack

Figure 11 H.323 Viewed as a Protocol Stack

Figure 12 Frame Relay vs. VoIP Port Shipments

Figure 13 Circuit-Switched vs. LAN-based IP PBX

Figure 14 VoIP over Cable Diagram

Figure 15 Basic Digital Signal Processor

Figure 16 DSP VoIP Packet Processor Functions

Figure 17 Reducing VoIP Bandwidth

Figure 18 Worst-Case Latency over Different Networks

Figure 19 Parametric Speech Coding

Figure 20 Speech Coder Performance vs. Data Rate

Figure 21 DSP-RISC Combo Chips

Figure 22 IP Phone/Integrated Access Device Block Diagram

Figure 23 Infineon's Harrier XT Block Diagram

Figure 24 VoIP Food Chain

Figure 25 VoIP Board/Module Market Forecast

Figure 26 Packet Voice Board Vendors

Figure 27 RAS/RAC Port Shipments (Voice & Universal)

Figure 28 Average G.711 Gateway Ports/DSP

Figure 29 Media Gateway DSP Chip Market

Figure 30 2001 Gateway Voice Port Shipments by Equipment Type

Figure 31 Packet Voice Gateway System Forecast

Figure 32 Access Communication Processor Forecast

Figure 33 Greenfield IP PBX Node Forecast

Figure 34 IP PBX Hybrid/Retrofit & Greenfield Node Forecast

Figure 35 LAN IP Phone/Station DSP Market

Figure 36 Cable IP Telephony Market (N.America/W.Europe)

Figure 37 VoDSL IAD Shipment Forecast

Figure 38 VoIP Wireline CPE Port Forecasts

Figure 39 VoIP Wireline CPE DSP Chip Forecast

Figure 40 VoIP WLL DSP Market Forecast

Figure 41 Internet & PSTN Connection to Cellular Infrastructure

Figure 42 Total Packet Voice Port Shipment Forecast

Figure 43 Total Packet Voice DSP Market Forecast

TABLES

Table 1 Primary IP Telephony Protocols

Table 2 Representative H.323 Software Stack Vendors

Table 3 Long Distance Call Cost Breakdown

Table 4 Human Perception: Latency Effects

Table 5 Summary of ITU voice coders

Table 6 ITU Speech Coder Quality Comparison

Table 7 Representative General-Purpose DSP Chips

Table 8 Representative CPE VoIP DSP Chips

Table 9 Representative DSP Core Vendors addressing Packet Voice

Table 10 Representative Access Communication Processors

Table 11 VoIP Board/Module Shipments (WW)

Table 12 Other VoIP DSP Board Vendors

Table 13 Primary VoIP Remote Access Concentrator Vendors

Table 14 VoIP RAS/RAC DSP Market (WW)

Table 15 Media Gateway/Access Router DSP Market

Table 16 Selected Other Gateway Suppliers

Table 17 Packet Voice Gateway Port Shipment Summary

Table 18 Packet Voice System Average Price per Port

Table 19 Packet Voice System Market Summary

Table 20 Access Communication Processor Market

Table 21 Greenfield IP PBX Market

Table 22 Greenfield IP PBX Phone/Station Market

Table 23 Hybrid & Retrofit IP PBX DSP Market

Table 24 LAN IP Station/Phone Shipment Summary

Table 25 LAN IP Station/Phone DSP Market

Table 26 IP Phone Suppliers

Table 27 Barriers to VoIP over Cable

Table 28 VoIP over Cable Client Gateways/IADs (N. America)

Table 29 VoIP over Cable Client Gateways/IADs (W.Europe)

Table 30 VoDSL Client Gateways/IADs

Table 31 VoIP Appliance Market

Table 32 VoIP Wireline CPE Port Shipment Summary

Table 33 VoIP Wireline CPE DSP Market

Table 34 VoIP Wireless LAN Phones & Stations

Table 35 VoIP WLL Phones/Client Gateways

Table 36 VoIP WLL Base Stations

Table 37 WW Cellular Subscribers & DSP Incremental Shipment Value

Table 38 Wireless VoIP Port Summary

Table 39 Wireless VoIP DSP Revenue Summary

Table 40 Total Market Summary: VoIP Ports/Channels

Table 41 Total Market Summary: VoIP DSP Revenue

Forward Concepts Co.

1575 West University Drive #111, Tempe, AZ 85281, Voice:(480) 968-3759, Fax:(480) 968-7145 info@fwdconcepts.com

VoIP & Packet Voice DSP Markets

An analysis of gateway, CPE, & wireless chip market opportunities

Table of Contents

FIGURES

TABLES