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“The Business and Technology Forum for Critical Embedded Systems” Jerry Gipper, VITA

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Page 1: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

“The Business and Technology Forum for Critical Embedded Systems”

Jerry Gipper, VITA

Page 2: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

“The Business and Technology Forum for Critical Embedded Systems”

2012 Update

Page 3: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

Market Rank Estimates for Suppliers of VITA Technologies

In Revenue

Company Name 2008 2009 2010 2011

GE Intelligent Platforms 1st 1st 1st 1st

Mercury Computer Systems 5th 3rd 4th 2nd

Emerson Network Power 3rd 5th 2nd 3rd

Curtiss-Wright Control Embedded Computing

2nd 2nd 2nd 4th

Kontron 4th 4th 5th 5th

[Other Suppliers in the top 9 for 2011 include (in no order): Aitech, Concurrent Technologies, Extreme Engineering and Eurotech]

Market Estimate $496M $456M $430M $450M

Source: IMS Research, May 2012

Page 4: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

Figure 2

The World Market for Single Board Computers by Form FactorComparitive Market Size - 2012 vs 2016

Source: IMS Research May-12

xTCA25%

Compact PCI24%

VME22%

VPX6%

Other Standard

23%

2012 Total = 1.6 Bn USD

xTCA32%

Compact PCI18%

VME17%

VPX12%

Other Standard

21%

2016 Total = 2.0 Bn USD

Page 5: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

Figure 3

VME and VPX - Changing Product MixRevenue Share ($)

Source: IMS Research May-12

0

100

200

300

400

500

600

700

2012 2013 2014 2015 2016

VPX

VME

Page 6: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

0

2

4

6

8

10

2000 2001 2002 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012

Tra

nsacti

ons

Mergers & Acquisitions

Source: Embedify LLC

Page 7: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

-4%

-2%

0%

2%

4%

6%

8%

10%

12%

14%

-

500

1,000

1,500

2,000

2,500

3,000

2004 2005 2006 2007 2008 2009 2010 2011

Net

Pro

fit,

%

Sale

s ($

M, U

SD

)

Net Profit

Sales

Market

Basket

Kontron

Mercury

Systems

ADLINK

Technolgy

Advantech

Radisys

Eurotech

Group

Source: Embedify LLC

Page 8: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

“The Business and Technology Forum for Critical Embedded Systems”

Page 9: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

Mobile Computer World Embedded World

Mobility

Flexibility

Rapid Innovation

Stability

Longevity

Quality/Reliability

Page 10: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

Creation of Intelligent

Systems Segment Intelligent Systems are:

Multi-core/Advanced

Processors

Always on/intelligent

connectivity

High-level OS and User-

Machine Interface

Data Generation and

analysis

Connected

Secure

Managed

Intelligent

Page 11: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

0

2

4

6

8

10

12

2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016

Billions o

f Syste

ms

Embedded Intelligent

Intelligent systems do not include PCs or mobile phones

Source: IDC 2011

$520 Billion in

2011

$1.4 Trillion in 2016

Agenda

Page 12: Jerry Gipper, VITA - Embedded Tech Trends...Market Rank Estimates for Suppliers of VITA Technologies In Revenue Company Name 2008 2009 2010 2011 GE Intelligent Platforms 1st 1st 1st

“The Business and Technology Forum for Critical Embedded Systems”

Agenda