In-Stat: Encryption on the Rise

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SCOTTSDALE, Ariz. -- With all that has happened in the last 18 months, the need for encryption chips is picking up steam, according to In-Stat/MDR (http://www.instat.com). The high-tech market research firm reports that, although still in its infancy, the security IC market will be propelled upward by the continuation of heightened security concerns, coupled with the technology's ability to help companies operate more efficiently and lower operating costs. As a result, the encryption chip market will grow from less than $75 million in 2001 to over $575 million by 2006.

"There is no escape from the reality that companies need to do business over the Web. Therefore, security is not an option, but a necessity," says Eric Mantion, a Senior Analyst with In- Stat/MDR. "However, if companies have to use encryption, they would prefer to do it at the lowest possible price and well designed encryption chips can expand the capacity of a security application at a fraction of the cost of using software over generalized processors."

In-Stat/MDR has also found that:

- There is enormous potential for encryption chips over the next 20 years, but many of those future demands have not yet been identified. At present, these devices are not solely devoted to online shopping, but support a much wider spectrum of applications, such as any sensitive online transaction, VPNs, offsite storage services, mobile commerce, tunneled corporate WAN connections, and eXML supply chains.

- The most significant trend that will cause encryption chips to grow strongly over the next 5 years is the increase in integration that is occurring. Recently, the placing of security chips in the data path for higher-end applications, and as part of a highly integrated processor for lower-end applications, makes the use of encryptions significantly more efficient.

- The amount of bandwidth encrypted by security chips will enjoy more than a doubling effect every year from 2003 to 2006. However, rather strong price erosion - on a per kbps basis - will mitigate the revenues to roughly a 90% growth year-on-year over that same time period.






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