MicroTCA Fits into Smaller Places to Grow a Bigger Market

Abstract

COTS technology is the logical replacement to the current VME and CompactPCI platforms and MicroTCA is the vehicle to make that happen. MicroTCA has performed well in 2008 as it has seen some substantial wins which Crystal Cube Consulting (CCC) believes will continue into 2009 reaching the half billion revenue mark by year-end. So certainly MicroTCA is the right technology at the right time, a versatile COTS platform that has the capabilities and flexibility to support application needs across vertical markets.

Leading companies within Telecommunications, Military, Aerospace and the Medical Industry have already seen the advantages MicroTCA platforms bring to the Communications backbone. More than 60% of equipment providers surveyed by CCC plan to use MicroTCA platform solution now and in future years. Many of those providers plan to deliver their MicroTCA solutions partially populated with AMC modules to meet customer requirements.

Unlike some of the platform standards of yesteryear MicroTCA was born out of PICMG with one of its most important leveraged components—the AdvancedMC™ card—already in production. This has proven to be a huge benefit for everyone in the supply chain, from backplane vendors to component manufacturers. And of course PICMG really thought out the MicroTCA design by ensuring that much of the underlying software was also available off the shelf because of work done to create AdvancedTCA®. CCC predicts that AMC shipments could very well total close to 400,000 modules by year-end 2009. Few other embedded technologies can boast this level of product availability within such a short span of time with roll outs starting in early 2007.

Crystal Cube Consulting provides a detailed worldwide five-year revenue and shipment forecast 2009 - 2013 to include MicroTCA, AdvancedTCA platforms, AMC modules, High-end and Low-end Pricing for MicroTCA with and with out Populated AMC modules, and the Total Available Market (TAM) of networking equipment revenue.

Table of Contents

List of Tables

List of Figures

Methodology

Executive Summary

Backgrounder

MicroTCA in 2008 and Beyond

MicroTCA Joins the Military & Becomes Ruggedized

The Virtualization of MicroTCA Platforms

The Cooling of MicroTCA Platforms

What is INCA - Innovations in MicroTCA

Customer Applications – Show Me The Money

Mercury Computer Systems – AdvancedTCA Customer Application

Satellite Gateway Utilizing ATCA Migrating to MicroTCA Platforms

Defense Electronics / Homeland Security Comprehensive Solutions

Performance Technologies – MicroTCA Customer Applications

Aerospace and Defense Communication Systems

Supplemental I/O for Blade-Based Servers in IP or PCI Express

WiMAX MicroTCA Platform Applications

Managed Radar Gateway Customer Application

Emerson Network Power Customer Applications

Siemens Enterprise Next Generation IP-PBX Solution

Credit Card Authorization Application Off the Shelf Solution

Wireless Base Station Application in a Niche Market

Ruggedized Military Application Opportunities

Network Centric Warfare/Battlefield Communications

MicroTCA Hardware and Software Go Green

MicroTCA Specifications by PICMG

Forecasts

Forecast Methodology

Total Available Market in Billions 2009- 2013

MicroTCA / AMC / AdvancedTCA Pricing & 5 Year Forecast 2009 - 2013

High-end Telecommunications Market

Low-end Telecom, Enterprise & Consumer Markets

AMC Module Volume Five-Year Forecast in ATCA / MicroTCA and Proprietary Platforms 2009-2013

The Next Few Years

Appendix A Major Participating Vendors