AI/ML, and HPC to Inspire Significant Bandwidth Growth and Drive 112 Gbps and 224 Gbps SERDES Technologies
INCLINE VILLAGE, NEV. – Jan. 31, 2024 – 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 above 40% in 2023. The report also revealed significant differences in market share between SERDES technology and the Cloud and Enterprise markets.
“Merchant Silicon continues to be the driver for networking growth in the cloud with two Hyperscalers already complete with their migration to 12.8 Tbps and another two still on the journey during 2023,” said Alan Weckel, Founder and Technology Analyst at 650 Group. “AI/ML is driving a lot of excitement as some cloud customers will adopt 51.2 Tbps performance 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 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 manufacturers of networking ASICs. Additional 650 Group reports analyze the adoption of InfiniBand and Ethernet in AI/ML networking.
About the Merchant Silicon Quarterly Report
650 Group’s 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, and 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. Learn more at w.650group.com.
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