1Plenary_Smart NIC Market Update-Dell Oro Group.PDF

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1、Smart NIC Market UpdateBaron FungResearch DDellOro Groupwww.SmartNICsS San Jose,CA April 26-28,20222Subscription ResearchTelecommunications InfrastructureEnterprise Networks InfrastructureData Center IT InfrastructureBroadband Access&Home NetworkingEthernet SwitchCampusData Center IT CapexMicrowave

2、Transmission&Mobile BackhaulEthernet SwitchL2+L3 Overall Data Center Physical InfrastructureMobile Core Network(MCN)&Multi-Access Edge Computing(MEC)Network SecurityEthernet Adapter&Smart NICMobile Radio Access Network(RAN)SASE&SD-WAN*Ethernet SwitchData CenterOptical TransportWireless LANService Pr

3、ovider Router&SwitchAdvanced Research ReportsTelecommunications InfrastructureEnterprise Networks Infrastructure5GCloud Workload Security*CBRS(last report:Jan 2022)5G Workloads on the Public Cloud*Open RANPrivate WirelessRAN 2030*DellOro Group Covered Areas 2022 Bi-Annual ReportsTelecommunications I

4、nfrastructureTelecom Capex*New Reportwww.SmartNICsS San Jose,CA April 26-28,2022301224Server Unit Shipments in MillionsTop 4 US CloudTop 3 China CloudRest-of-CloudTelcoEnterpriseServer Market Opportunity10%CAGRwww.SmartNICsS San Jose,CA April 26-28,20224Smart NIC DefinitionAKA:DPU,IPU,DSC,etc.Fully

5、programmable processorIntegrated DRAM and storage,O/S,I/O fabricProvides network,storage,and security servicesSmart NICPerformance NICAKA:Offload NICUser configurableHardware offload enginesTraditional NICAKA:Foundation NICsServer-network connectivityStandard NICwww.SmartNICsS San Jose,CA April 26-2

6、8,20225Ethernet Adapter Market OutlookSmart NIC40%Standard NIC60%2026 Revenue Share%$0.0$2.1$4.2Revenue in$BillionsSmart NIC(26%CAGR)Standard NIC(2%CAGR)www.SmartNICsS San Jose,CA April 26-28,20226Networking OffloadsMulti-tenant IsolationSecurityStorage AccelerationVirtualizationLow-latency Packet P

7、rocessingSmart NIC Use Caseswww.SmartNICsS San Jose,CA April 26-28,20227Smart NIC Vendor ModelOpen AdaptersClosed(Proprietary)AdaptersOpen SiliconOff-the-shelf adapters for open markets:Intel(ARM SoC,FPGA)Marvell(ARM SoC)Napatech(FPGA)Nvidia(ARM SoC,FPGA)Proprietary adapters with open silicon for in

8、ternal markets:Google(Intel Mt.Evans ARM SoC)Microsoft(Nvidia controller+Intel FPGA)Closed(Proprietary)SiliconNo vendors currentlyProprietary adapters and silicon for internal markets:Alibaba(?)Amazon(Annapurna ARM SoC)Huawei(Hisilicon ARM SoC)www.SmartNICsS San Jose,CA April 26-28,20228Smart NIC Ad

9、option0%50%100%Smart NIC Server Attach Rate 2021ChallengesPowerSoftwareUpfront Costwww.SmartNICsS San Jose,CA April 26-28,202290123Top 3 ChinaTop 3 Tier 2Rest-of-CloudTelcoLarge EnterpriseSmart NIC Market OpportunityServer Unit Shipments in MillionsTop 4 Cloud Excludedwww.SmartNICsS San Jose,CA Apri

10、l 26-28,202210Smart NICs Vendor LandscapeBroadcomMarvellNapatechNVIDIAOther(Intel,Pensando,Fungible,Ethernity,Xilinx,)2021 Port Shipment Share%Excludes Closed Vendors/Internal Marketswww.SmartNICsS San Jose,CA April 26-28,202211Smart NIC Speed Transitions0%50%100%200 GE100 GE50 GE40 GE25 GE10 GE1 GE

11、Por Shipments Share%www.SmartNICsS San Jose,CA April 26-28,202212Market forecast to grow at 26%CAGR to$1.6 B in 2026Pushes technology envelop in server connectivityMostly deployed by hyperscalers todayWide range of compelling use casesOpen market is crowded todayCapex and opex challengesSmart NIC Market Key Takeawayswww.SmartNICsS San Jose,CA April 26-28,202213THANK YOUBaron FungResearch Director Data Center IT Capex,Ethernet Adapter&Smart NICs R+1(650)622-9400 Ext.225