INGATE

From The Sip Trunking Experts

TMCNet:  Globes, Tel Aviv, Israel, Shlomi Cohen column

[December 11, 2012]

Globes, Tel Aviv, Israel, Shlomi Cohen column

Dec 11, 2012 (Globes - McClatchy-Tribune Information Services via COMTEX) -- As the end of the year draws near, many companies are holding their annual analysts' days. Last week, it was Cisco (CSCO) on Friday, and Broadcom (BRCM) on Thursday. These analysts' days have something to tell us about the potential for 2013 of two Israeli semiconductor companies, EZchip Semiconductor Ltd. (Nasdaq: EZCH; TASE:EZCH), and Ceva Inc. (Nasdaq:CEVA); LSE:CVA), two more that I recommend for the new year.


John Chambers has been CEO of Cisco since the last century. He has seen days of strong growth, and days of great bubbles immediately followed by very deep lows. At present, he is leading his last great strategic change as CEO before he retires. He says that it will take place over two to four years.

The change, in three words, is "to be IBM", meaning less and less hardware, and much more software and services, or, in finer words, to be the number one IT company.

Cisco has a huge customer base all over the world that uses various systems from the company with an aggregate value of $180 billion. Now, the company wants to leverage that power, and to lead in the new era of cloud computing, Big Data, unified communications, mobility, video, security, software-defined networking (SDN), and so forth.

Chambers spoke a great deal at the analysts' day about the company's strength in designing application-specific integrated circuits (ASIC) for itself, which gives it a large advantage in costs, performance, and time to market.

On the face of it, talk of these capabilities ought to worry semiconductor producer EZchip. But anyone familiar with the relationship between EZchip and Cisco knows that Cisco sees EZchip's network processors (NPU) as processors designed especially for it. That is to say, as far as Cisco is concerned, these are also in-house developed ASIC processors. EZchip's processors are the brain that currently drives three important Cisco routing systems, and in the future there will be many more.

In early September, EZchip unveiled the new family of processors developed in Kiryat Gat, the NPS, and I have no doubt that in the development of these products too, Cisco is involved as a potential customer. On the basis of the NPS, within a few years, Cisco, and other companies, will build not only the advanced generation of routers that will deal with all layers of the network, but also highly advanced communications equipment for large storage centers.

In addition to that, the NPS processors are designed from the start for work environments of what are called software-defined networks. This is the biggest buzz today in networks, and it will be practical perhaps only in another two to three years. Analysts have been bothering Chambers about this at every opportunity, in case Cisco does not have appropriate software solutions, and its hardware will become irrelevant. Chambers always reminds them of the company's capability in developing ASIC processors.

Ceva's year of return to growth Broadcom is an important customer for Ceva's DSP solutions. To judge from what Broadcom revealed in the area of mobile processors at its analysts' day, there is a high chance that 2013 will be a year of return to growth for Ceva. This will happen not only because of the momentum at Broadcom, but also because Ceva's large Chinese customer, Spreadtrum (SPRD) will at some point next year sell more third generation than second generation processors, and the royalties that Ceva receives on 3G processors are much higher.

Broadcom revealed that, next year, it will start to sell LTE processors, manufactured on 28 nano production lines. These are advanced processors that only Qualcomm has at present. Qualcomm is not a Ceva customer, since it has DSP solutions of its own.

Broadcom will enter the LTE market a year behind Qualcomm, but, according to its management, its processors will be smaller, and will have features that Qualcomm's processors don't have, and that, among other things, are to be found on the new iPhones and iPads.

Besides a first stream of royalties from LTE processors, Ceva will shortly benefit from Broadcom's new success with 3G processors. At its analysts' day, the company revealed that, in the next few months, Samsung is due to launch a new series of inexpensive smartphones on the basis of Broadcom 3G processors. Samsung itself is also a direct customer of Ceva, among other things because of certain Galaxy 3 models that have in them Ceva solutions integrated with Samsung's own processors.

___ (c)2012 the Globes (Tel Aviv, Israel) Visit the Globes (Tel Aviv, Israel) at www.globes.co.il/serveen/globes/nodeview.asp fid=942 Distributed by MCT Information Services

[ Back To SIP Trunking Home's Homepage ]

Loading
Subscribe here for your FREE
SIP TRUNKING enewslettter.

Featured Partner


Featured Whitepapers

SIP Security for the Enterprise
Voice over IP (VoIP) is incorporated into a variety of computer networks, both public and private, and used for everyday transactions and communications among carriers, businesses, government agencies...

Making A Broadband Purchase Decision
Businesses today have many options for broadband connectivity. Clarifying your particular business needs prior to selecting a broadband provider will ensure an optimal match of broadband service to your requirements.

Voice-Optimized Network Delivers Premier Call Experience
Customers equate call quality with business quality. Real-time communication, interpersonal interaction, and the cordial tone of a call center representative can create a positive impression of your business that no email can match.

Featured Case Studies

Business Telecom Expenses Reduced 50%
A small to medium sized company in the midwest was interested in migrating to IP Communications, but in today's economy, they were hesitant to upgrade their communication system due to their perception that the cost would outweigh the benefits.

Multi-State Company Cuts Telecom Costs 50%
A multi-site, multi-state company with extensive monthly long distance fees and toll-free charges did not have adequate broadband for Broadvox SIP Trunking requirements, nor did they have a SIP enabled telephone system.

Discover Leisure Connects Remote Users to its IP-PBX
Discover Leisure is one of the largest resellers of caravans and motor homes in the UK. With 15 branch of?ces all over the country, the company spent a great deal of money every month just on internal phone calls.

Featured eBOOKS

Internet+: The Way Toward Global Unified Communication
Connecting the telephony of the enterprise PBX or Unified Communications (UC) system using SIP trunks instead of conventional telephone lines has been very successful in recent years.

What is SIP Trunking? Edition 2
SIP trunking is becoming more of a focus for service providers. One key issue many service providers face when deploying SIP trunks is NAT, or Network Address Translation, traversal.

What is SIP Trunking? Edition 1
A vast resource for information about all things SIP - including SIP, security, VoIP, SIP trunking and Unified Communications.

Featured Videos

Broadvox VAR Testimonial VAR 1:
Part 1 of the VAR (Value Added Reseller) Partner Program Testimonials for Broadvox...

E-SBCs AS The Demarcation Point:
Ingate's Steve Johnson talks to Erik Linask about the role session border controller plays as the demarcation point at...

Demystifying DPI
How can deep packet inspection protect your SIP traffic as well as your entire network?

Featured Resources

Partner Program Overview:
Over 4,000 VARs, Master Agents, Solution Providers, and Independent IT Professionals trust Broadvox. We offer customized services and solutions to fit seamlessly into any company's business model. And when you partner with Broadvox, every member of our team stands behind you and your customers 100%...

SIP Trunk UC Summit

What's New

Presenting the New Ingate/Intertex Website:
Internet+ is an extended Internet access allowing high quality SIP (Session Initiation Protocol) based real-time person-to-person communication, everywhere and for any application. It applies to both fixed and mobile networks ...

Featured Blogs

Featured Webinars

Secure SIP Trunking:
What You Need to Know

Successfully Deploying Enterprise SIP Trunking:
Tools and Techniques for Overcoming Common Roadblocks

Featured Podcasts

Getting the Most Out of Your SIP Trunks:
Ingate's Steve Johnson and TMC's Erik Linask discuss how best practices forgetting the most out of SIP Trunking services and common pitfalls to avoid.

Featured Datasheets

Ingate SIParator E-SBCs
Adopting SIP is a simple process with the Ingate SIParator, the secure enterprise session border controller (E-SBC). The SIParator makes secure SIP communications - including VoIP,SIP trunking and more - possible while working seamlessly with your existing network firewall.

Ingate Firewalls
Everyone is talking about enterprise usage of VoIP, instant messaging and other types of realtime communications including presence and conferencing.

SIP Trunk Solutions for Service Providers
The award-winning Ingate Firewall and Ingate SIParator deliver a high quality, reliable SIP trunk connection between the customer's IP-PBX and the service provider network, and solve interoperability issues to simplify deployments and support for remote diagnosis of reported issues.