Table of Contents
Emerging Hardware Vendors
Executive Summary 12
Market Development 12
CarrierNet 12
XIRING 13
Alliance 14
Immersion 14
Anoto 15
Sielox 16
Cardlink 16
ViewCast 17
xG Technology 17
SCOTTY 18
Chapter 1 Introduction 20
What is this report about? 20
Methodology and definitions 20
Chapter 2 Market Development 24
Summary 24
Overview 25
Market size and growth 25
Market by segments 26
Client Computing and Peripherals 26
Sever Computing Infrastructure 26
Storage Infrastructure 26
LAN and WAN Hardware 27
Security Hardware and Appliances 27
Enterprise Telephony Equipment 27
Market by geographies 28
Key Market trends 30
Move towards green IT 30
Virtualization 30
Emerging hardware vendors 31
Chapter 3 CarrierNet 34
Summary 34
Company overview 35
Products 35
Recent financial performance 36
Performance by business segments 37
Performance by geographies 37
Growth Strategies 38
Focus on telecommunications operations 38
Inorganic growth led by key strategic acquisitions 38
Organic growth through geographic expansion and product introductions 38
SWOT Analysis 40
Chapter 4 XIRING 42
Summary 42
Company overview 43
Products 43
Recent financial performance 44
Performance by market segments 45
Performance by geographies 46
Growth Strategies 46
Plans to divest banking business 46
Strong emphasis on R&D and product innovation 46
Increase international sales 47
SWOT Analysis 48
Chapter 5 Alliance 50
Summary 50
Company Overview 51
Products 51
Recent financial performance 52
Performance by product lines 53
Performance by geographies 54
Growth Strategy 55
SWOT Analysis 56
Chapter 6 Immersion 58
Summary 58
Company Overview 59
Products 59
Recent financial performance 60
Performance by business segments 61
Performance by geographies 61
Growth Strategies 62
Business restructuring 62
Focus on organic growth measures 62
Product innovation 62
Expanding geographic presence 62
Entering new application markets 63
SWOT Analysis 64
Chapter 7 Anoto 66
Summary 66
Company overview 67
Products 67
Recent financial performance 68
Performance by business segments 69
Performance by geographies 70
Growth Strategies 71
Move towards customer-centric business model 71
Focus on product innovation and strengthening of product portfolio 71
Strategic partnerships 72
Divestment of non-core activities 72
SWOT Analysis 73
Chapter 8 Sielox 76
Summary 76
Company overview 77
Products 78
Recent financial performance 78
Performance by product lines 79
Performance by geographies 80
Growth Strategies 81
Strategic acquisitions and divestments 81
Focus on product innovation 81
Strategic partnerships 81
SWOT Analysis 82
Chapter 9 Cardlink 84
Summary 84
Company overview 85
Products 85
Recent financial performance 86
Performance by business segments 87
Performance by geographies 88
Growth Strategies 88
SWOT Analysis 90
Chapter 10 ViewCast 92
Summary 92
Company overview 93
Products 93
Recent financial performance 94
Performance by product lines 95
Performance by geographies 95
Growth Strategies 96
Strategic acquisitions 96
Two-pronged sales organization 96
Focus on R&D and product enhancements 96
SWOT Analysis 97
Chapter 11 xG Technology 100
Summary 100
Company overview 101
Products 101
Recent financial performance 102
Growth Strategies 102
Outsourced business model 102
Targeting regional carriers 102
Using infrastructure partners to boost sales 102
Shift to chip sales in the long-term 103
SWOT Analysis 104
Chapter 12 SCOTTY 106
Summary 106
Company Overview 107
Products 107
Recent financial performance 108
Performance by geographies 109
Growth Strategies 110
Strategic partnerships 110
Streamlining operations and cost reduction 111
Regular product enhancements 111
SWOT Analysis 112
Chapter 13 Other emerging players 114
Ambient Corporation (Ambient) 114
Company overview 114
Recent financial performance 114
Advanced Card Systems (ACS) 116
Company Description 116
Recent Financial Performance 116
Sangoma Technologies (Sangoma) 119
Company Description 119
Recent Financial Performance 120
e.Digital Corporation (e.Digital) 122
Company Description 122
Recent Financial Performance 122
GigOptix 124
Company Description 124
Recent Financial Performance 125
iSECUREtrac 126
Company Description 126
Recent Financial Performance 127
Icron Technologies (Icron) 128
Company Description 128
Recent Financial Performance 128
ICOP Digital (ICOP) 130
Company Description 130
Recent Financial Performance 130
China VoIP & Digital Telecom (China VoIP) 132
Company Description 132
Recent Financial Performance 132
Gigamon 134
Company Description 134
KACE 135
Company Description 135
Smartfish Technologies (Smartfish) 137
Company Description 137
Index 139
List of Figures
Figure 2.1: Global hardware market size and growth ($bn), 2008–2014 25
Figure 2.2: Global hardware market size break-up ($bn), 2008–2014 28
Figure 2.3: Global hardware market by geographies ($bn), 2008–2014 29
Figure 3.4: CarrierNet’s financial performance ($m), 2004-2008 36
Figure 3.5: CarrierNet’s SWOT analysis 40
Figure 4.6: XIRING’s financial performance ($m), 2004-2008 44
Figure 4.7: XIRING’s SWOT analysis 48
Figure 5.8: Alliance’s financial performance ($m), 2004-2008 53
Figure 5.9: Alliance Fiber Optic Products’ SWOT analysis 56
Figure 6.10: Immersion’s financial performance ($m), 2004-2008 60
Figure 6.11: Immersion’s SWOT analysis 64
Figure 7.12: Anoto’s financial performance ($m), 2004-2008 69
Figure 7.13: Anoto’s SWOT analysis 73
Figure 8.14: Sielox’s financial performance ($m), 2006-2008 79
Figure 8.15: Sielox’s SWOT analysis 82
Figure 9.16: Cardlink’s financial performance ($m), 2004-2008 87
Figure 9.17: Cardlink’s SWOT analysis 90
Figure 10.18: ViewCast’s financial performance ($m), 2004-2008 94
Figure 10.19: ViewCast’s SWOT analysis 97
Figure 11.20: xG Technology’s SWOT analysis 104
Figure 12.21: SCOTTY’s financial performance ($m), 2006-2008 109
Figure 12.22: SCOTTY’s SWOT analysis 112
Figure 13.23: Ambient’s financial performance ($m), 2005-2008 115
Figure 13.24: ACS’s financial performance ($m), 2004-2008 117
Figure 13.25: Sangoma’s financial performance ($m), 2004-2008 120
Figure 13.26: e.Digital’s financial performance ($m), 2004-2008 123
Figure 13.27: iSECUREtrac’s financial performance ($m), 2004-2008 127
Figure 13.28: Icron’s financial performance ($m), 2004-2008 129
Figure 13.29: ICOP’s financial performance ($m), 2004-2008 131
Figure 13.30: China VoIP’s financial performance ($m), 2006-2008 133
List of Tables
Table 2.1: Global hardware market size and growth ($bn), 2009–2014 25
Table 2.2: Global hardware market size break-up ($bn), 2009–2014 28
Table 2.3: Global hardware market size by geographies ($bn), 2009–2014 29
Table 2.4: Emerging hardware vendors, 2009 32
Table 3.5: CarrierNet’s snapshot 34
Table 3.6: CarrierNet’s financial performance ($m), 2004-2008 37
Table 3.7: CarrierNet’s business segment performance ($m), 2008 37
Table 3.8: CarrierNet’s geographic performance ($m), 2008 38
Table 4.9: XIRING’s snapshot 42
Table 4.10: XIRING’s financial performance ($m), 2004-2008 45
Table 4.11: XIRING’s market segment performance ($m), 2008 45
Table 4.12: XIRING’s geographic performance ($m), 2008 46
Table 5.13: Alliance’s snapshot 50
Table 5.14: Alliance’s financial performance ($m), 2004-2008 53
Table 5.15: Alliance’s product segment performance ($m), 2008 54
Table 5.16: Alliance’s geographic performance ($m), 2008 54
Table 6.17: Immersion’s snapshot 58
Table 6.18: Immersion’s financial performance ($m), 2004-2008 61
Table 6.19: Immersion’s business segment performance ($m), 2008 61
Table 7.20: Anoto’s snapshot 66
Table 7.21: Anoto’s financial performance ($m), 2004-2008 69
Table 7.22: Anoto’s business segment performance ($m), 2008 70
Table 7.23: Anoto’s geographic performance ($m), 2008 70
Table 8.24: Sielox’s snapshot 76
Table 8.25: Sielox’s financial performance ($m), 2006-2008 79
Table 8.26: Sielox’s product line performance ($m), 2008 80
Table 8.27: Sielox’s geographic performance ($m), 2008 80
Table 9.28: Cardlink’s snapshot 84
Table 9.29: Cardlink’s financial performance ($m), 2004-2008 87
Table 9.30: Cardlink’s business segment performance ($m), 2008 88
Table 9.31: Cardlink’s geographic performance ($m), 2008 88
Table 10.32: ViewCast’s snapshot 92
Table 10.33: ViewCast’s financial performance ($m), 2004-2008 95
Table 10.34: ViewCast’s product line performance ($m), 2008 95
Table 11.35: xG Technology’s snapshot 100
Table 12.36: SCOTTY’s snapshot 106
Table 12.37: SCOTTY’s financial performance ($m), 2006-2008* 109
Table 12.38: SCOTTY’s geographic performance ($m), 2008 110
Table 13.39: Ambient’s snapshot 114
Table 13.40: Ambient’s financial performance ($m), 2005-2008 115
Table 13.41: ACS’s snapshot 116
Table 13.42: ACS’s financial performance ($m), 2004-2008 118
Table 13.43: Sangoma’s snapshot 119
Table 13.44: Sangoma’s financial performance ($m), 2004-2008 121
Table 13.45: e.Digital’s snapshot 122
Table 13.46: e.Digital’s financial performance ($m), 2004-2008 123
Table 13.47: GigOptix’s snapshot 124
Table 13.48: GigOptix’s financial performance ($m), 2007-2008 125
Table 13.49: iSECUREtrac’s snapshot 126
Table 13.50: iSECUREtrac’s financial performance ($m), 2004-2008 127
Table 13.51: Icron’s snapshot 128
Table 13.52: Icron’s financial performance ($m), 2004-2008 129
Table 13.53: ICOP’s snapshot 130
Table 13.54: ICOP’s financial performance ($m), 2004-2008 131
Table 13.55: China VoIP’s snapshot 132
Table 13.56: China VoIP’s financial performance ($m), 2006-2008 133
Table 13.57: Gigamon’s snapshot 134
Table 13.58: KACE’s snapshot 135
Table 13.59: Smartfish’s snapshot 137