Dell'Oro Ups Forecast for 10 Gbps Ethernet Controllers and Adapters

Sales of 10 Gbps Ethernet controllers and adapters rose 57 percent versus the year ago quarter, to just under $100 million during the fourth quarter of 2010, according to the Dell'Oro Group. The Controller and Adapter report, which tracks sales and shipment performance of the top 9 manufacturers, reflects how the 10 Gbps LOM market is transitioning, particularly as Hewlett-Packard shifts its blade server business from Broadcom to Emulex.



"What really took us by surprise was the strength in network adapters rather than LAN on Motherboard, or LOM," said Tam Dell'Oro, President of Dell'Oro Group. "Intel and Solarflare just about doubled their adapter shipments quarter-over-quarter, while Emulex's were up over 60 percent, and all this is on the older generation servers that support 50 Gbps of in/out throughput. What do you suppose will happen when the next generation servers with over 100 Gbps of throughput start shipping?" added Dell'Oro.

http://www.delloro.com

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CSR to Acquire Zoran - Combining Connectivity with Imaging

CSR has agreed to acquire Zoran Corporation in a deal valued at US$679 million. This represents a premium of about 39% over Zoran's closing price on 18 February 2011.



CSR, based in Cambridge, England, is a leading global provider of personal wireless technology and its product portfolio covers Bluetooth, GPS, FM and Wi-Fi. As at 1 February 2011, it employed approximately 1,500 people and in the year to 31 December 2010 generated gross profits of US$376.6 million on revenues of US$800.6 million.



Zoran, which is headquartered in Sunnyvale, California, provides imaging and video technology for digital camera, home entertainment and multifunction printer products. In 2010, Zoran had total pro forma revenues of $441 million. The company has about 1,550 employees.



The companies said their merger will enable them to supply differentiated, integrated technology that addresses the rapidly growing market for connected, location-aware multimedia devices including handsets, digital cameras and home entertainment equipment. The companies are anticipating new growth opportunities within global consumer markets, such as Internet enabled, location-aware digital cameras and the next generation of home entertainment products and peripherals. http://www.zoran.com http://www.csr.com

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Arbor Issues Middle East Internet Scorecard

Arbor Networks published an analysis of Internet traffic volumes for several Middle Eastern nations last week. Arbor uses real-time data from the 110 Internet providers around the world to identify possible ongoing Internet traffic manipulation in Middle East countries with active protest movements. In a blog posting, Arbor's Craig Labovitz observes that the sudden drop in traffic in some countries with on-going protests is more likely caused by regime filtering rather than broken circuits.


http://bit.ly/i1n6zHhttp://www.arbornetworks.com

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Infonetics: Carrier Ethernet Switch and IP Router Market Grow 21% in 2010

The carrier Ethernet switch and IP router market grew 20.5% to $12.8 billion in 2010 over 2009, led by North America, according to a new report from Infonetics. In 4Q10, sales of IP edge and core routers and carrier Ethernet switches are up 15.2% from the previous quarter, and up 23.4% from the year-ago quarter. Meanwhile, multiservice ATM switches continued their inevitable decline, down 48% to $308 million in 2010. Cisco increased its worldwide IP router and carrier Ethernet switch revenue 21.6% in 2010, pushing their 2010 market share to 42.5%.



Significantly, Infonetics noted that Alcatel-Lucent climbed to No.2 in the IP router market.



"Alcatel-Lucent has been steadily taking IP router market share for the past 3 years, to the point that, even though they only play in the edge router segment, they are now #2 worldwide in the total IP edge and core router market. ALU had its best-ever quarter in IP edge routers, with revenue up 56% sequentially in the fourth quarter of 2010, pushing them above Juniper, which also posted solid growth," notes Michael Howard, co-founder and principal analyst for carrier and data center networks at Infonetics Research.http://www.infonetics.com

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