20 Years IETF - Innovations for
a Global Market
Dr. Georg Haubs
CTO Innovations, Siemens Networks GmbH
San Diego, November 8th, 2006
Copyright © Siemens AG 2006. Alle Rechte vorbehalten.
A Global Powerhouse
Siemens AG: Worldwide figures for fiscal 20051 (U.S. GAAP2)
Net Income: $2.8B
Group Profit from
Operations: $5.9B
460,000 employees
worldwide
47,000 employees
and $6.6B dedicated
to global R&D
$106,7
$98,2
$98,2
FY05
FY04
$91,3
FY04
FY05
in billions
Sales*
Orders*
Ranked 2nd in its
industry in Fortune’s
2006 “America’s Most
Admired List”
1
Fiscal Year October 1 – September 30,
Page 2
November - 2006
Copyright © Siemens AG 2006. All rights reserved.
Siemens Networks GmbH & Co. KG
Siemens USA
Key statistics for fiscal 2005 (U.S. GAAP)
+17.5%
+13.25%
$18,8
$20,8
$17,7
$16,6
70,000 employees in all
50 states
FY04
6,945 employees
in R&D
FY05
Sales*
FY04
in billions
FY05
Orders*
USA
20%
More than 9B€ spent on
approx. 30 acquisitions in the
past 18 months**
Worldwide
Sales
* Sales/Orders by U.S. Operating Companies exclusive of transactions with affiliated companies
** As of 06-30-06
Copyright © Siemens AG 2006. All rights reserved.
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November - 2006
Siemens Networks GmbH & Co. KG
A new heavyweight will arise…
Nokia Siemens Networks
Networks
Fixed
22%
Revenue 2005: € 6,6
• Wireless
• Wireline
• Services
Services
Revenue 2005: € 9,2
16%
• Mobile Networks
• Fixed Networks
• Carrier Services
6%
56%
Services
Com Carrier
22%
Revenue CY 2005:
Headcount:
Mobile
78%
€ 15,8 Bn.
about 60.000
Copyright © Siemens AG 2006. All rights reserved.
Page 4
November - 2006
Siemens Networks GmbH & Co. KG
21 Attendees at the 1st IETF meeting in San Diego
16-17 January 1986
Braun, Hans-Werner
Brescia, Mike
Callon, Ross
Chiappa, Noel
Eldridge, Charles
Gross, Phill
Hinden, Robert
Mathis, James
Mills, David (Chairman)
Nagle, John
Natalie, Ronald
Rokitansky, Carl
Shacham, Nachum
Su, Zaw-Sing
Topolcic, Claudio
Zhang, Lixia
Clark, David
Corrigan, Mike
Deering, Steve
Means, Robert
St Johns, Mike
U. of Mich.
BBNCC
BBN Labs
MIT/Proteon
Sparta
MITRE
BBNCC
SRI
Linkabit
Ford Aerospace
BRL
DFVLR
SRI
SRI
BBN Labs
MIT-LCS
MIT-LCS
DCA
Standford
M/A Com
DCA (B612)
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November - 2006
Siemens Networks GmbH & Co. KG
Telecommunications 20 years ago -Computers start to talk over phone lines
Acoustic Modem 1981 –
Anderson Jacobson
300 Bd
Acoustic Modem 1989 –
CTK
1200 Bd FDX
Acoustic Modem 1989 –
Dataphon
300 - 2400 Bd FDX
“Datenföhn”
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November - 2006
Siemens Networks GmbH & Co. KG
Also professional users were guests in a voice network
Modem N10 –
Siemens 1977
V24, synchron, 9600 Bd
Modem 2400 D –
Siemens 1985
2400 Bd
Modem DAG 64 –
Siemens
Datex-P X.25
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Page 7
November - 2006
Siemens Networks GmbH & Co. KG
Digital voice switches was a booming business until …
Digital Ports Shipment (TDM)
mio. ports
estimates
140
120
Siemens is leading
supplier
ƒ 17% market share of
shipments 1985 - 2004
100
ƒ 25% market share of
80
60
shipments 2004
1890 mil.
40
~400 mil.
20
313 mil.
0
1986
1989
1992
1995
1998
Siemens
2001
2004
2007
ƒ Analysts expect a steady
demand above 60 mio.
Ports p.a. until 2010
2010
source: Dittberner 2004
Siemens with largest installed base and more than
350 customers in 110 countries.
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November - 2006
Siemens Networks GmbH & Co. KG
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November - 2006
Siemens Networks GmbH & Co. KG
… Moore’s Law and IP cracked up strong vertical
industry
"Continent of the Innovators"
"Island of the Mighty"
Cracked
up by IP
Source: Com CD
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November - 2006
Siemens Networks GmbH & Co. KG
Provide new Product Ideas and bring them to new
business within 2 - 3 years
385
21
Innovation
Board
9
19
Source: Com CD
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November - 2006
Siemens Networks GmbH & Co. KG
PeerTV – Global Personal Video Recorder
Digital Rights Management
P2P
PC Client
P2P
PC Client
Charging &
Incentive
P2P network
Content
Injection
Rendezvous Peer
Security and Trust peer
P2P
PC Client
P2P
PC Client
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November - 2006
Siemens Networks GmbH & Co. KG
IT technology takes over Telco …
… while laws of physics still apply
100% IT/IP/Ethernet
IT industry
Enterprise network
Fixed Carrier
Mobile Carrier
100% telco-specific technologies
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Page 13
November - 2006
Siemens Networks GmbH & Co. KG
The transition from vertical, single-purpose networks...
Mobile
network
Fixed
network
Data
network
Cable TV
network
Applications and
application enablers
Applications and
application enablers
Applications and
application enablers
Applications and
application enablers
Control
Control
Control
Control
Switching and routing
Switching and routing
Switching and routing
Switching and routing
Transport
Transport
Transport
Transport
Access
Access
Access
Access
Clients and devices
Clients and devices
Clients and devices
Clients and devices
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November - 2006
Siemens Networks GmbH & Co. KG
...to a horizontal, multi-purpose network
for every type of access and device –
provisioning new services
Mobile
network
Fixed
Data
network
network
Service
Delivery Framework
(SDF)
Applications and
application enablers
Applications and
application enablers
Control
Control
Switching and routing
Switching
and routing
Switching
Transport
Transport
Access
Clients and devices
Applications and
application enablers
Control
Applications and
application enablers
Control
Control
Switching
and routing
and
Routing
Transport
Cable TV
network
Switching and routing
Transport
Transport
Access
Access
Access
Clients and devices
Clients and devices
Clients and devices
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November - 2006
Siemens Networks GmbH & Co. KG
Communications still has a long way to go to
match human capabilities
Senses
Bandwidth of Receptors
Neuronal Transmission
Eyes
200 Gbit/s
200 Mbit/s
Ears
4 Mbit/s
2 Mbit/s
Skin
1,5 Gbit/s
10 Mbit/s
Tongue
150 Mbit/s
11 Mbit/s
Nose
20 Gbit/s
30 Mbit/s
∑ =
ca. 200 Gbit/s
ca. 250 Mbit/s
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November - 2006
Siemens Networks GmbH & Co. KG
Copyright © Siemens AG 2006. All rights reserved.
Page 17
November - 2006
Siemens Networks GmbH & Co. KG
Dr. Georg Haubs
Senior Vice President, CTO Innovations
georg.haubs@siemens.com
Thank you
www.siemens.com
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November - 2006
Siemens Networks GmbH & Co. KG