AI, ML, and HPC Will Drive Significant Bandwidth Growth and Propel 112 Gbps and 224 Gbps SERDES Technologies
Incline Village, Nev. – Aug. 22, 2023 – A newly released report by 650 Group, a leading Market Intelligence Research firm for communications, data center, and cloud markets, indicates that the Merchant Silicon Market grew capacity by nearly 40% in 1Q’23. The report also revealed significant differences in market share between SERDES technology and the Cloud and Enterprise markets. Future 650 Group reports will include ASIC units by speed and bandwidth to better track 51.2 Tbps offerings.
“Merchant Silicon continues to be the driver for networking growth in the Cloud with two Hyperscalers nearly complete with their migrations to 12.8 Tbps and two others continuing to ramp aggressively during the quarter,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “AI/ML is driving a lot of excitement as some cloud customers will skip 25.6 Tbps and adopt 51.2 Tbps as quickly as possible. With each hyperscaler purchasing over one million ports a quarter, the ramp to 51.2 Tbps will be the biggest opportunity for silicon and Ethernet Switching, and as a result, drive billions of dollars in incremental revenue for vendors.”
The Quarterly Merchant Silicon report indicates Broadcom (Jericho, Tomahawk, Trident) and Marvell (Innovium’s Teralynx) are the top two vendors. The report also includes ASIC coverage from Cisco, NVIDIA, and several other companies with networking ASICs.
About the Merchant Silicon Quarterly Report
The Merchant Silicon Quarterly Report offers a market assessment of vendor performance and market share for Ethernet ASICs deployed in Data Center Switching. The report covers the following SERDES speeds: 1 Gbps, 10 Gbps, 25 Gbps, 50 (56) Gbps, 100 (112) Gbps, 200 (224) Gbps. 650 Group publishes additional segment-specific reports on Data Center Switching. For more information about the report, contact the sales department at 650 Group at +1 650 600 7104 or val@650group.com or www.650group.com.
About 650 Group
650 Group is a leading Market Intelligence Research firm for communications, data center, and cloud markets. Our team has decades of research experience, has worked in the technology industry, and is actively involved in standards bodies. To learn more, visit http://www.650group.com.
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