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市場調查報告書
嵌入式硬體&系統：市場資訊服務（2010年）TRACK 1 嵌入式主機板&嵌入式整合系統的需求分析, 第4卷 軍事・航太部門
EMBEDDED HARDWARE AND SYSTEMS, 2010 MARKET INTELLIGENCE SERVICE - TRACK 1: EMBEDDED BOARDS & EMBEDDED INTEGRATED SYSTEMS DEMAND ANALYSIS - Vol. 4 - Military & Aerospace
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本報告已在2012年02月24日停止出版。
本報告，以嵌入式硬體&系統的軍事・航太部門為對象所進行的調查結果，來彙整軍事/航太部門的COT問題、嵌入式技術上的支出、使用產品的種類、處理器類型、OS、廠商以及產品的選擇標準、條件、喜好等，由下列摘要形式闡述。
多樣化機會
報告摘要
調查範圍・調查方式
市場定義・市場區塊的簡介
嵌入式技術市場的生態系統
多次元的機會
平台的轉移促進了軍事/航太市場
主要的技術用語・定義
軍事/航太部門的COTS問題
客戶條件・喜好
軍事/航太的客戶所購買的東西
COTS主機板的支出預測
COTS系統的支出預測
嵌入式技術上的支出
客戶條件・喜好
主機板處理器平台預料將出現破碎化
系統處理器也預期將出現變化
客戶條件・喜好
採購行動的變化
嵌入式技術的來源：建立vs.購買
對嵌入式主機板供應商的價值命題
對系統供應商的價值命題
外部來源：重要等級
調查・提案・預測
圖表
調查統計
產品種類
處理器平台
OS
嵌入式電腦主機板的購買・用戶
廠商選擇標準
嵌入式整合型電腦系統的購買・用戶
區域區分
需求分析
- 結構別
- 區域市場地點
- 終端用戶市場地點
- 客戶等級
- 投資計畫
產品區分
產品選擇標準
產品選擇標準
- 客戶的產品選擇條件
- 處理器平台條件/喜好
- OS條件/喜好
- 主機板結構條件/喜好
零售商/外包嵌入式市場的展望
- 嵌入式主機板&系統投資：未來的變化
- 外包嵌入式平台的目前等級
- 未來的外包等級的變化與外包的方向性
- 外包嵌入式平台為最重要的理由
- 嵌入式平台的各種第三方來源的相對重要性
Abstract
Report Scope
GEOGRAPHIC COVERAGE
- Americas
- EMEA (Europe, Middle East and Africa)
- Asia-Pacific
DEMAND ANALYSIS
- Demographics
- Regional Market Location
- Vertical Market Location
- Account Tier
- Investment Plans
PRODUCT COVERAGE
- Embedded Boards
- Embedded Integrated Systems
VENDOR SELECTION CRITERIA
- Vendor Selection Requirements/Preferences
PRODUCT SELECTION CRITERIA
- Customer Product Selection Requirements
- Processor Platform Requirementss/Preferences
- Operating System Requirementss/Preferences
OUTLOOK FOR MERCHANT/OUTSOURCED EMBEDDED MARKET
- Expected Changes in Future Spend on Embedded Boards & Systems
- Current Levels of Outsourced Embedded Platforms
- Expected Changes in Future Outsourcing Levels and Future Outsourcing
Directions
- Most Important Reasons for Utilizing Outsourced Embedded Platforms
- Relative Importance of Different Third-Party Sources for Embedded
Platforms(Merchant Embedded Vendors, ODMs/ECMs, IT Suppliers, Distributors,
VARs, etc.)
Report Statistics
- Date Published: June 2010
- Total Slides: 48
- Total Exhibits: 34
About VDC Research Group
VDC Research Group (VDC) is a leading technology market research and
strategy consulting firm that advises clients in a number of technology
markets including: Automatic Identification and Data Collection, Embedded
Hardware and Systems, Embedded Software and Tools, Industrial Automation and
Control, Mobile and Wireless, and Power Conversion and Control. Using rigorous
primary research and analysis techniques, the firm helps its clients identify,
plan for, and capitalize on current and emerging market opportunities. We
strive to deliver exceptional value to our clients by leveraging the
considerable technical, operational, educational and professional experience
of our research and consulting staff. During our nearly four decades of
ongoing operation, we have had the pleasure of serving most of the world' s
leading technology companies, many high-profile start-ups and numerous
blue-chip early and later stage investors. Our products and services consist
of research reports, annual research programs and custom research and
consulting services. Founded in 1971, the firm is located in the Boston area.
Table of Contents
A Multi-Dimensional Opportunity
- Slide 2: The VDC analysis examines a number of segments along
three primary dimensions
Executive Summary
- Slide 3: VDC conducted a worldwide survey of embedded computing
customers from the military and aerospace vertical segment
- Slide 4: Ruggedization, durability, reliability and performance
continue to be critical product attributes for military and aerospace customers
- Slide 5: Spending on embedded hardware is stable, but gradually
improving; Over the next three years, military and aerospace customers expect
spending to stay relatively the same, with moderate expansion potential
- Slide 6: Merchant suppliers remain the most critical source for
embedded boards; However, distributors and VARs are increasingly viewed as
important sources for broad-based embedded computing solutions
Research Scope & Methodology
- Slide 8: Original, direct-contact primary research forms the core
of this report
- Slide 9: Prime contractors, Mezzanines and Tier 3 OEMs are equally
represented in the study sample
- Slide 10: Three primary business models are represented in the
sample
- Slide 11: As expected, the United States and Europe make up the
majority of the sample
- Slide 12: Half of the survey respondents have experience with both
boards and systems
Market Definitions & Segmentation Introduction
- Slide 14: Embedded Technology Market Ecosystem
- Slide 15: Demand for embedded technology is derived from multiple
market segments, and will accelerate (or decline) at varying rates depending
on multiple internal and external environmental factors
A Multi-Dimensional Opportunity
- Slide 16: The VDC analysis examines a number of segments along
three primary dimensions
Platform Migration Drives the Mil / Aero Market
- Slide 17: Mission / budget / sustainment requirements are
expanding opportunities for all supplier-stakeholders
Key Technical Terms & Definitions
- Slide 18: The following defined technologies are mentioned
throughout this presentation
- Slide 19: The following terms and acronyms are used throughout
this presentation
COTs Matters In All Military / Aerospace Segments
- Slide 20: Customers in these segments purchase, boards, systems,
or both
- Slide 21: Customers in these segments purchase, boards, systems or
both
Customer Requirements & Preferences
- Slide 22: Military and aerospace market requirements are a
combination of technical and commercial considerations
- Slide 24: Demand for COTS solutions is steady across virtually all
product and market segments
What are Mil / Aero Customers Buying?
- Slide 25: Respondents consume varying degrees of embedded hardware
products
COTS Board Spending Forecast
- Slide 26: VDC forecasts total spending on embedded COTS boards to
grow consistently through 2013
COTS Systems Spending Forecast
- Slide 27: VDC forecasts total spending on embedded COTS systems
growing measurably over the next four years
Spending on Embedded Technology
- Slide 28: The market will stabilize quickly and grow at as steady,
modest pace through 2012
Customer Requirements & Preferences
- Slide 29: Traditional architectures, such as PCI, will make way
for emerging architectures such as VPX.
Board Processor Platforms Will Fragment
- Slide 30: CPUs dominate, however, interest in FPGA broadly, and
GPU platforms, is growing rapidly
System Processor Platforms Will Shift Also
- Slide 31: Processor types used in systems is also migrating to
FPGA, and especially FPGA with CPU core
Customer Requirements & Preferences
- Slide 32: Operating system demand is shifting - as spending trends
to mobile, OS migration will too .....
- Slide 33: Operating system demand is shifting - as spending trends
to mobile, OS migration will too .....
- Slide 34: Ruggedization, durability, reliability and performance
continue to be critical product attributes for military and aerospace
customers.
- Slide 35: Ruggedization, durability, reliability and performance
continue to be critical product attributes for military and aerospace
customers.
- Slide 36: Superior support - pre-sales, real-time, online - are
becoming as important as any other factors
Changes in Procurement Activity
- Slide 37: Military and aerospace respondents expectations for
change in their company' s procurement activity
Sources of Embedded Technology: Build vs. Buy
- Slide 38: Military and aerospace respondents expectations for
change in their company' s procurement activity
- Slide 39: The outsourcing of embedded computer platforms to third
party suppliers is mixed through 2012
Value Proposition for Embedded Board Suppliers
- Slide 40: Board suppliers must prove cost reduction and schedule
compression - the market' s key requirements
- Slide 41: System suppliers need to focus on these goals as well as
overall mission availability
External Sources: Level of Importance
- Slide 42: Merchant suppliers are the core 3rd party source,
however, other channels are rising in importance
- Slide 43: Merchant suppliers are the core 3rd party source,
however, other channels are rising in importance
- Slide 44: Relative importance of traditional embedded system
suppliers in the military and aerospace market segment is improving through
2015, while the importance of the ODM/ECM community declines
- Slide 45: Relative importance of traditional embedded system
suppliers in the military and aerospace market segment is improving through
2015, while the importance of the ODM/ECM community declines
Observations, Recommendations & Expectations
List of Exhibits
SURVEY DEMOGRAPHICS
- Exhibit 1: Regional Location of Respondents' Company or Business
Unit (% of respondents identifying)
- Exhibit 2: Approximate Annual Revenue of Respondents' Company or
Business Unit (% of respondents identifying)
- Exhibit 3: Approximate Number of Employees at Respondents' Company
or Business Unit (% of respondents identifying)
- Exhibit 4: Respondents' Expectation for the Change in their
Company' s Sales Over the Upcoming 12 Months (% of respondents identifying)
PRODUCT TYPES
- Exhibit 5: Purchase of Embedded Hardware Products by Respondents
(% of respondents identifying)
- Exhibit 6: Description of the Primary Business of Respondents'
Company or Business Unit (% of respondents identifying)
PROCESSOR PLATFORMS
- Exhibit 7: Processor Types Used by Respondents in their Embedded
Boards and/or Systems, Now & 5 Years from Now [% of respondents answering and
% of total responses (multiple responses per respondent)]
- Exhibit 8: Processor Families Used by Respondents in their
Embedded Boards and/or Systems, Now & 5 Years from No [% of respondents
identifying & % of total responses (multiple responses per respondent)]
OPERATING SYSTEMS
- Exhibit 9: Operating Systems Used by Respondents in their Embedded
Boards and/or Systems, Now & 5 Years from No [% of respondents identifying & %
of total responses (multiple responses per respondent)]
PURCHASERS AND USERS OF EMBEDDED COMPUTER BOARDS
- Exhibit 10: Dollar Volume Percentage of Respondent Company' s
Embedded Computer Boards Obtained from Third-party Suppliers (including merchant suppliers, contract manufacturers, or ODMs)
, Now and 5 Years from Now
(% of respondents identifying)
- Exhibit 11: Primary Reasons for Respondents' Company for Obtaining
Embedded Computer Boards from Third-party Suppliers Instead of Building them
In-house [% of respondents identifying & % of total responses (multiple responses per respondent)]
- Exhibit 12: Relative Importance of Each Type of Third-party Source
for Embedded Computer Boards for Respondents' Co Today (% of Military & Aerospace respondents identifying as "Most", "2nd", "3rd", or "Least" important)
- Exhibit 13: Relative Importance of Each Type of Third-party Source
for Embedded Computer Boards for Respondents' Company, 5 Years from Now (% of Military & Aerospace respondents identifying as "Most", "2nd", "3rd", or "Least" important)
- Exhibit 14: Effect of the Recent Economic Downturn on the Degree
of Embedded Board Procurement Activity from Third Parties at Respondents'
Organization (% of respondents identifying)
- Exhibit 15: The Percentage of the Respondents who Indicated that
the Degree of Embedded Board Procurement from Third Parties is Decreasing
because of the Recent Economic Downturn whose Companies would Make Up the
Difference by Re-insourcing
- Exhibit 16: Respondents' Expected Change in their Company' s
Spending on Embedded Computer Boards from the previous 12 months, in each of
the following years? (% of respondents identifying)
- Exhibit 17: Dollar Volume Percentage of the Boards that
Respondents' Companies Currently Manufactures IN-HOUSE that are Built on Open
Standards (versus Proprietary) (% of respondents identifying)
- Exhibit 18: Standard Architectures / Form Factors of the Boards
Used at the Respondents' Company (obtained from any source, including in-house),
Now and 5 Years from Now [% of total responses (multiple responses per respondent)]
- Exhibit 19: Most Important Product Selection Criteria When
Selecting Embedded Computer Boards [% of total responses (multiple responses per respondent)]
- Exhibit 20: Level of Importance for a Third-Party Board Supplier
to Offer the Following Services (% of respondents identifying)
- Exhibit 21: Respondents' Willingness to Pay More for the Selected
Services (% of respondents identifying)
VENDOR SELECTION CRITERIA
- Exhibit 22: Identify the Five Vendor Selection Criteria (Non-Product)
Considered to be Most Important When Selecting an Embedded
Computer Vendor/Supplier/Manufacturer [% of respondents identifying & % of total responses (multiple responses per respondent)]
PURCHASERS AND USERS OF EMBEDDED INTEGRATED COMPUTER SYSTEMS
- Exhibit 23: Dollar Volume Percentage of Respondent Company' s
Embedded Integrated Computer Systems Obtained from Third-party Suppliers
(including merchant suppliers, contract manufacturers, or ODMs),
Now and 5 Years from
- Exhibit 24: Primary Reasons for Respondents' Company for Obtaining
Embedded Integrated Computer Systems from Third-party Suppliers Instead of
Building them In-house [% of respondents identifying & % of total responses (multiple responses per respondent)]
- Exhibit 25: Relative Importance of Each Type of Third-party Source
for Embedded Integrated Computer Systems for Respondents' Company, Today (% of
Military & Aerospace respondents identifying as "Most", 2nd, "3rd", "4th", or
"Least" important)
- Exhibit 26: Relative Importance of Each Type of Third-party Source
for Embedded Integrated Computer Systems for Respondents' Company, 5 Years
from Now (% of Military & Aerospace respondents identifying as "Most", 2nd, "3rd", "4th", or "Least" important)
- Exhibit 27: Effect of the Recent Economic Downturn on the Degree
of Embedded Integrated Systems Procurement Activity from Third Parties at
Respondents' Companies (% of respondents identifying)
- Exhibit 28: The Percentage of the Respondents who Indicated that
the Degree of Embedded Integrated Systems Procurement Activity from Third
Parties is Decreasing because of the Recent Economic Downturn whose Companies
would Make Up the Difference by Re-insourcing
- Exhibit 29: Military & Aerospace Respondents' Expected Change in
their Company' s Spending on Embedded Integrated Computer Systems from the
previous 12 months, in each of the following years? (% of respondents identifying)
- Exhibit 30: Standard Architectures / Form Factors of the Embedded
Integrated Computer Systems Used at the Respondents' Company (obtained from any source, including in-house),
Now and 5 Years from Now
(% of total responses)
- Exhibit 31: Most Important Product Selection Criteria When
Selecting Embedded Integrated Computer Systems (% of total responses and % of respondents identifying)
- Exhibit 32: Level of importance for a 3rd-party systems supplier
to offer the following services (% of respondents identifying)
- Exhibit 33: Respondent firm' s willing to pay for the selected
services (% of respondents identifying)
- Exhibit 34: Respondents' Current and Future Use of Hardware
Accelerators (% of respondents identifying)
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