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AUDIOCODES VOIP SEMICONDUCTOR PROFILE
AudioCodes (NASDAQ: AUDC), offers VoIP chips, VoIP system products,
modules and boards as well as media gateway products. The company has seen significant revenue growth. Its financials
for the second quarter of 2005, which ended in June of 2005, suggest that its well on the way to become a $100 million
company – that is if can stave off the rising number of competitors in the market. For the second quarter, the company
had sales of $28.5 million, which compares to $26.9 million for its first quarter and $19.1 million for the year ago quarter
ended June 30, 2004.
The company has also reported that it has shipped over 10 million
VoIP ports, which would put in a market position on par with Legerity, Inc., which at the time of this report has shipped
its chips into over 14 million VoIP ports.
AudioCodes has aligned with a number of VoIP companies in an attempt
to further its market share. Among them include Texas Instruments, which entered into an agreement with AudioCodes to jointly
market the two company’s products.
In regards to AudioCodes VoIP chips products, the company has a
family of voice over packet processors. The processors integrate low bit rate Vocoders, echo cancellor and a T.38 compliant
fax relay. The primary target market for the chips include Residential Gateways and Integrated Access Devices for such applications
as home and office gateways and IP phones.
AudioCodes has listed its primary competitors for its chip products as Texas Instruments, Broadcom, Infineon, Centillium,
Mindspeed, Netergy and VoicePump. Other less significant competitors, so far to date, include Freescale Semiconductor,
Agere Systems and Intel. Intel has not made a vocal market push into the market, but has begun taking VoIP steps. For one,
it appeared at the VON fall VoIP trade show and has aligned with Avaya. Intel in August of 2005, was reported to be working
with Avaya on the enhancement of Avaya’s IP telephony softphone for laptops.
In the module level market, AudioCodes reports that it also considers chip companies as competitors. These include
Texas Instruments, Mindspeed, Centillium, Performance Technologies and Spectrum Signal Processing Inc.
In the board market AudioCodes main competitors have been NMS Communications, Intel, Motorola, Brooktrout, Inc.,
Acculab and PIKA Technologies, Inc.
In the low-density analog media gateway market, AudioCodes has a long list of competitors. The company lists
these as Cisco Systems Inc., Mediatrix Telecom, Inc., Vega Stream Limited, Samsung, Innovaphone AG, Quintum Technologies,
Tainet Communication System Corp., Welltech, Ascii Corp., D-Link Systems, Inc., Multitech Inc., Inomedia, OKE LG, Cisco Systems,
Veraz Networks, Sonus Networks, Nuera, Tekelec, General Bandwidth, Telica and Commatch.
In the mid- and high-density gateways markets AudioCodes also reports it competes with the internal development
departments of Nortel, Lucent, Alcatel, Siemens, Huawei, UTStarcom, ZTE and others.
Texas Instruments and Freescale have been chip suppliers to AudioCodes.
Texas Instrument has supplied chips for AudioCodes signal processor products and Freescale (formerly part of Motorola) has
supplied its network processors.
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