SAN FRANCISCO, March 11, 2024 /PRNewswire/ -- During calendar-year 2023, data center customers invested significantly in server and storage networking, which drove total annual server-class Ethernet NIC market revenues to $6 billion, according to a recent report from Crehan Research. Spending on accelerated networking was particularly strong, resulting in SmartNIC revenue – including DPUs and IPUs – surpassing foundational/performance NIC revenue during the year and now comprising more than half of the total revenue (see accompanying chart).
Key Points:
- SAN FRANCISCO, March 11, 2024 /PRNewswire/ -- During calendar-year 2023, data center customers invested significantly in server and storage networking, which drove total annual server-class Ethernet NIC market revenues to $6 billion, according to a recent report from Crehan Research .
- Spending on accelerated networking was particularly strong, resulting in SmartNIC revenue – including DPUs and IPUs – surpassing foundational/performance NIC revenue during the year and now comprising more than half of the total revenue (see accompanying chart).
- "Although foundational/performance NICs still account for most of the server-class Ethernet NIC shipments, broader adoption of SmartNICs coupled with their higher average selling price pushed these products to account for a majority of the total server-class Ethernet NIC market revenue," said Seamus Crehan, president of Crehan Research.
- Crehan also reported that the SmartNIC revenue increase was much stronger for merchant-built SmartNICs, as opposed to the self-built proprietary SmartNICs that were the early driver of growth in this market.
SAN FRANCISCO, Jan. 22, 2024 /PRNewswire/ -- In its most recent Data Center Switch Long-Range Forecast Report, Crehan Research predicts that 800 gigabit Ethernet (GbE) switches will see rapid customer adoption and will surpass 20 million ports in annual shipments within four years – equating to the fastest ever data center Ethernet switch speed ramp (see accompanying chart). An expected key driver of the fast adoption is generative AI, which requires much higher networking bandwidth than other workloads.
Key Points:
- An expected key driver of the fast adoption is generative AI, which requires much higher networking bandwidth than other workloads.
- "Generative AI is potentially the biggest killer application to emerge in decades," said Seamus Crehan, president of Crehan Research.
- The company expects this technology to surpass 50-Gbps SerDes shipments to become the most-deployed data center Ethernet switch SerDes speed within three years.
- "100-Gbps SerDes are the building blocks for the next generation of ultra-high-bandwidth data center Ethernet switch silicon products," Crehan said.
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Video game SAN FRANCISCO, Oct. 16, 2023 /PRNewswire/ -- Revenues for the merchant-built Ethernet smartNIC market, which includes Data Processing Units (DPUs) and Infrastructure Process Units (IPUs), more than tripled year-over-year in the first half of calendar-year 2023, according to a recent report from Crehan Research Inc. This is the second consecutive half-year period in which revenues have more than tripled, resulting in merchant-built Ethernet SmartNICs now comprising over 20% of total merchant-built server-class Ethernet NIC market revenue (see accompanying chart).
Key Points:
- This is the second consecutive half-year period in which revenues have more than tripled, resulting in merchant-built Ethernet SmartNICs now comprising over 20% of total merchant-built server-class Ethernet NIC market revenue (see accompanying chart).
- "Up until recently, the SmartNIC market ramp was driven by a couple of the largest hyper-scale cloud service providers building their own proprietary SmartNICs for in-house deployments," said Seamus Crehan, president of Crehan Research.
- "But now, with the ramp of merchant-built SmartNICs, we are moving toward broader market and customer adoption of these products."
- Intel's strong IPU growth helped propel its total server-class Ethernet NIC revenue market share (Foundational/Performance NICs and SmartNICs) to the top position for merchant-built server-class Ethernet NICs.
SAN FRANCISCO, April 11, 2023 /PRNewswire/ -- The closing of calendar-year 2022 marked yet another period in which customer deployments of data center Ethernet switch networking bandwidth continued its consistent – and remarkable – trend of doubling every two years, according to a recent report from Crehan Research Inc. As a result of this consistent biennial growth, the Ethernet networking bandwidth deployed by data center switch customers is now over 350 times bigger than it was in 2008. Furthermore, in conjunction with this exponential data center networking bandwidth growth, the price of that bandwidth has declined 100-fold (see accompanying chart).
Key Points:
- SAN FRANCISCO, April 11, 2023 /PRNewswire/ -- The closing of calendar-year 2022 marked yet another period in which customer deployments of data center Ethernet switch networking bandwidth continued its consistent – and remarkable – trend of doubling every two years, according to a recent report from Crehan Research Inc .
- As a result of this consistent biennial growth, the Ethernet networking bandwidth deployed by data center switch customers is now over 350 times bigger than it was in 2008.
- Furthermore, in conjunction with this exponential data center networking bandwidth growth, the price of that bandwidth has declined 100-fold (see accompanying chart).
- "And on top of that, the vendors in the data center Ethernet switch ecosystem have consistently brought increased value to customers by dependably delivering more bandwidth at much lower prices."
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SAN FRANCISCO, Oct. 11, 2022 /PRNewswire/ -- During the first half of calendar-year 2022, shipments of 25 gigabit Ethernet (GbE) adapters and controllers (NICs) posted a very robust 60% year-over-year growth, surpassing 10GbE shipments, according to a recent report from Crehan Research Inc. The growth propelled 25GbE shipments to more than 10 million ports, driving both record 25GbE and total server-class NIC shipments. Furthermore, 25GbE reached the 10 million port shipment milestone in less than half the time it took 10GbE to reach that number (see accompanying chart).
Key Points:
- The growth propelled 25GbE shipments to more than 10 million ports, driving both record 25GbE and total server-class NIC shipments.
- Furthermore, 25GbE reached the 10 million port shipment milestone in less than half the time it took 10GbE to reach that number (see accompanying chart).
- In addition to the server-class NIC report, Crehan recently published a data center switch report showing that as with NIC shipments, 25GbE data center switch shipments also exceeded 10GbE data center switch shipments during the first half of calendar-year 2022.
- Crehan Research Inc. produces reports with very detailed statistics and information on the data center switch and server-class adapter & LOM/controller (NIC) markets.
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Amazon SAN FRANCISCO, March 16, 2022 /PRNewswire/ -- The data center Ethernet switch market saw very strong annual bandwidth growth during 2021, with an increase of more than 60%, according to a recent report from Crehan Research Inc. This growth is the largest in four years, despite market bandwidth being five times bigger now. A major driver of the strong increase were high-volume 400 gigabit Ethernet (GbE) switch deployments by Amazon and Google, resulting in these two companies accounting for over half of all 2021 bandwidth deployed (see accompanying chart).
Key Points:
- SAN FRANCISCO, March 16, 2022 /PRNewswire/ -- The data center Ethernet switch market saw very strong annual bandwidth growth during 2021, with an increase of more than 60%,according to a recent report from Crehan Research Inc .
- "The insatiable demand for data center networking bandwidth continues," said Seamus Crehan, president of Crehan Research, "with hyperscale cloud service providers at the tip of this spear.
- In fact, 400GbE data center switching is just now hitting broad market adoption in terms of number of customers deploying this technology.
- Crehan Research Inc. produces reports with very detailed statistics and information on the data center switch and server-class adapter & LOM/controller (NIC) markets.
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Online shopping The report further shows that smartNIC shipments comprised about 10 percent of total server-class NIC volumes (see accompanying chart).
Key Points:
- The report further shows that smartNIC shipments comprised about 10 percent of total server-class NIC volumes (see accompanying chart).
- "SmartNICs have an outsize revenue impact relative to shipments, due to their price premiums over the foundational and performance NICs that currently comprise the vast majority of data center server and storage network connections," said Seamus Crehan, president of Crehan Research.
- Crehan Research Inc. produces reports with very detailed statistics and information on the data center switch and server-class adapter & LOM/controller (NIC) markets.
- For more information about Crehan Research Inc. email [email protected] , phone 650-273-8400, or visit www.CrehanResearch.com .
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Online shopping In correlation with this strong 400GbE data center switch ramp, 50Gbps SerDes shipments are surpassing 25Gbps SerDes shipments, to become the mostly widely deployed data center switch SerDes lane speed (see accompanying chart).
Key Points:
- In correlation with this strong 400GbE data center switch ramp, 50Gbps SerDes shipments are surpassing 25Gbps SerDes shipments, to become the mostly widely deployed data center switch SerDes lane speed (see accompanying chart).
- "The 400GbE data center switch transition is well under way, with volumes now starting to move toward the tens of millions in conjunction with broader customer adoption," said Seamus Crehan, president of Crehan Research.
- These results reflect the data center switch silicon transition from 3.2Tbps to 12.8Tbps and their respective underlying technologies of 25Gbps and 50Gbps SerDes.
- Crehan Research Inc. produces reports with very detailed statistics and information on the data center switch and server-class adapter & LOM/controller (NIC) markets.
SAN FRANCISCO, April 5, 2021 /PRNewswire/ --Data center customers deployed seven million more server-class Ethernet Network Interface Card (NIC) ports in 2020 than in 2019, resulting in a new record high for this market, according to a recent report from Crehan Research.
Key Points:
- SAN FRANCISCO, April 5, 2021 /PRNewswire/ --Data center customers deployed seven million more server-class Ethernet Network Interface Card (NIC) ports in 2020 than in 2019, resulting in a new record high for this market, according to a recent report from Crehan Research.
- "More users, deploying more applications requiring more bandwidth, fueled strong demand for both faster and smarter server-class Ethernet NICs," said Seamus Crehan, president of Crehan Research.
- Other noteworthy results from Crehan's Server-class Ethernet Adapter & LOM/Controller (NIC) report include:
200GbE NICs started to ship in 2020, with Nvidia currently driving these volumes.
- Crehan Research Inc. produces reports with very detailed statistics and information on the data center switch and server-class adapter & LOM/controller (NIC) markets.
The robust increase, combined with a continuing decline in 10GbE shipments, resulted in 100GbE surpassing 10GbE to become the most widely deployed data center Ethernet switch connection speed (see accompanying chart).
Key Points:
- The robust increase, combined with a continuing decline in 10GbE shipments, resulted in 100GbE surpassing 10GbE to become the most widely deployed data center Ethernet switch connection speed (see accompanying chart).
- The hyperscale cloud service provider customer segment has been a key driver of the transition, accounting for the majority of cumulative 100GbE data center switch shipments to date.
- Other noteworthy results from Crehan's data center switch report include:
Arista accounted for close to 40% of cumulative 100GbE branded data center switch shipments.
- Crehan Research Inc. produces reports with very detailed statistics and information on the data center switch and server-class adapter & LOM/controller markets.
